Vestorly is a technology company whose award-winning AI-driven Content Management Engine (CME) unleashes the power of machine learning and natural language processing (NLP) to leverage content across different business activities


RFP360 empowers sourcing and procurement teams to centralize their RFx process – collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In addition to making smarter buying choices, customers improve efficiency, mitigate risk and increase engagement when issuing RFPs, RFIs, vendor assessments and more.

Platinum Advisor Strategies

Platinum Advisor is a marketing and management company. It helps its users attract and retain high net-worth clients. It offers services such as video production, graphic design, client communications, online presence, book publishing, practice management, branded gifts, marketing, and training and accountability.



MarketingPro, Inc., an FMG Suite company, is the leader in marketing automation for Financial Professionals, providing solutions that save time and increase client satisfaction.


InHub began as an easier way for institutional investors to conduct investment consultant RFPs, and is now how asset allocatos manage their RFP and DDQ process better.


Evidon is a New York City-based company dealing in enterprise marketing analytics and compliance services.



e-Spirit is the manufacturer of FirstSpirit, the content management system for companies with high expectations of their solutions.

Agency Revolution

Agency Revolution has delivered training and technology to independent insurance agencies and brokerages for over 20 years. They believe the independent agent-broker system is the best way to protect the consumer. Their tools are designed to help you earn the trust of your marketplace and customer base and make it easier for you to protect […]

Advisors Assistant

Advisors Assistant

Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents, and financial planners to track clients, prospects, and financial products.

Advisor Launchpad

Advisor Launchpad offers stellar and mobile responsive websites for financial advisors, wealth managers and investment advisors.


ActiveStandards offers a web quality management platform as Software-as-a-Service. Designed specifically for global organizations with a distributed web presence, ActiveStandards enables organizations to insure consistent quality and compliance across their websites while enabling individual groups to maintain editorial autonomy.ActiveStandards comes with a comprehensive library of digital checkpoints and reports covering all areas of online compliance […]

FMG Suite

FMG Suite provides software that optimizes email campaigns, website design and social integration for financial professionals. Its product suite includes tools for building and maintaining email campaigns, social media, presentations and mobile apps and helps its customers build a professional digital presence for their businesses by generating interest and driving web traffic.


Apttus is a leading provider of a mission critical cloud-based software used by enterprise sales and legal teams to automate routine processes in sales and contract management. The company’s core product, Configure-Price-Quote (“CPQ“) system, optimizes the quoting and pricing process of the sales cycle. The Contract Lifecycle Management (“CLM“) product features a single, company-wide contract […]


RFPIO is a market leader in cloud based response management and automation. The solution allows customers to streamline the RFP and Security questionnaire response process, create and manage sales proposals, and resolve inefficiencies rooted in decentralized and inaccessible content and knowledge. Users are able to collaborate during the creation process, gain visibility through project management […] has developed a next-gen enterprise search engine based on artificial intelligence (“AI“), which equips employees and customers with quick, accurate answers to questions and intelligent free text search into relevant documents and images within the company. Today, customers across several countries and languages have accelerated their digitalization, employee efficiency, and customer experience with


Logicbroker builds connections that power off-the-charts growth for retailers, brands, and suppliers in the booming global digital marketplace. The company’s nimble yet powerful drop ship platform connects buyers, sellers, 3PLs, and the systems they rely on at record speed, empowering them to sell more products, reach more customers, and pivot quickly to maintain their edge […]


Jebbit is leading provider of a system-of-record “declared data“ capture platform that allows enterprise customers to capture consumer information at scale through a self-service digital experience builder. “Declared data“ is first-party information that is willingly and explicitly shared by the consumer and is therefore timelier and more accurate than traditional third-party data. The platform collects […]


AppLearn is a market leading digital adoption platform, helping organizations drive user adoption of enterprise software applications such as Workday, SAP SuccessFactors, Cornerstone, and Salesforce. Its key product, Adopt, embeds in-app support and user analytics to make digital tasks or processes easier to complete, analyze and optimize.. The Company today supports a global blue-chip customer base […]


Cyara is the world’s leading Automated CX Assurance Platform provider, helping leading brands deliver better CX with less effort, cost, time, and risk. Cyara supports the entire CX software development lifecycle, from design to functional and regression testing, load testing, and production monitoring ‘ ensuring enterprises can build flawless customer journeys across voice and digital […]


Crownpeak is the leading SaaS-based Digital Experience Platform empowering over 180 enterprises such as Unilever, S&P Global, Freddie Mac, Associated Press, Prudential Insurance, and Aflac to quickly and easily create, deploy, and optimize omnichannel digital experiences at scale. The comprehensive solution addresses content management, experience optimization and governance, personalization, web accessibility and privacy UX, resulting […]