eSignature
Forms Logic
Forms Logic Software is a cloud-based system for companies looking to integrate single data entry across multiple forms. We recognize the challenges inherent in managing paperwork that require inputting the same data among multiple forms.
Matson Money
Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. We provide breakthrough education, tools, and coaching that can help families transform their financial futures.
Paperclip, Inc.
For 32 years, Paperclip has revolutionized the ability to efficiently capture, process and manage the most sensitive business content. Paperclip provides paperless content management solutions while enabling security and compliance.
Hexure
Hexure (formerly Insurance Technologies) provides digital sales solutions to the life and annuity industry. Carriers and distributors use our solutions to create and enable a seamless sales experience for their advisors and consumers.
MyDocSafe
We help streamline the way companies sign up their clients. We digitise and secure the entire end-to-end process saving companies time and money. Instead of receiving documents from companies by email or post, customers get that information directly in their MyDocSafe.
QUIK!
Quik! is the industry-leading forms management and forms-enablement solution. By improving business processes, increasing efficiency and saving time Efficient Technology, Inc. delivers on the promise of workflow automation. Quik! helps people at small and medium-size businesses do their best work.
Financial Independence Group
The mission at Financial Independence Group is Empowering Financial Professionals. We have been in the insurance business for over 45 years as an independent and objective partner for financial professionals. We help advisors to easily and efficiently incorporate insurance into their client's financial plans.
