Client onboarding 3

All-in-one client portal for service firms to streamline client management. Hubflo is an all-in-one client portal designed to streamline service delivery and enhance client experience for service firms. It offers a branded portal with built-in tools like file sharing, contracts, messaging, tasks, CRM, and billing, and integrates with over 500 external apps. Hubflo aims to reduce client emails, calls, and meetings, speed up onboarding and project delivery, and improve client satisfaction and retention.

Chart automates income verification and client onboarding for fintechs with secure access to tax data. Chart packages your models into high-performant C++ servers and deploys them into your own cloud account. Chart empowers innovative fintechs to automate income verification and client onboarding. From flexible integration methods to lightning-fast performance and high-touch support, we deliver an industry-leading experience. Chart directly connects to the IRS and leading tax software, providing verified documents you can rely on. Chart transforms tax documents into clean, organized JSON data. Our automatic OCR processing parses records into well-formed JSON, making it easy to integrate to your tools. Chart provides a developer-centric REST API, complete with SDKs, sandbox environments, and top-tier documentation.

AI-powered financial planning platform for advisors and their clients. Parthean AI is a financial coach that provides personalized advice and solutions. It uses AI to answer questions and helps users build financial plans for specific goals, while also integrating with financial management tools. It accelerates client onboarding, planning, research, and data extraction with AI, offering features like tax-efficient strategy optimization, investment research, portfolio analysis, and automated financial plan generation.