Showing ads in Banking - Finance - Insurance in Chicago Catagory at Classtize Chicago 3 LISTING FOUND
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Glynac: The Compliance And Risk Management Software Built For Wealth M...
Glynac is a compliance-first AI workspace for wealth management firms and registered investment advisors. The platform unifies CRM, portfolio, communications, and compliance data into a supervised AI layer, enabling automated workflows, real-time monitoring, and audit-ready oversight. Glynac helps firms reduce operational friction, mitigate regulat...0
Offering
about 4 months ago - Banking - Finance - Insurance -
Chicago
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AcuBooth
AcuBooth combines AI-powered options strategy automation with advisor-focused portfolio management tools. Whether you're seeking covered call sleeve management, options spread trading automation, or tax-efficient options strategies, AcuBooth provides a comprehensive solution designed for RIAs.
Offering
about 4 months ago - Banking - Finance - Insurance -
Chicago
Globalli
Globalli is a unified global workforce management platform built to streamline global payroll, contractor payments, and compliance for distributed teams. Whether you hire full-time employees or international contractors, Globalli acts as your Employer of Record (EOR) or Agent of Record (AOR), ensuring seamless onboarding, payments, and benefits adm...
Offering
about 2 weeks ago - Banking - Finance - Insurance -
Chicago