AssetWriterFinSoft
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About
AssetWriter field examination workpaper and write-up software is the world's most complete and widely used ABL Field Exam Software package for ABL due diligence (see our distinguished customer list). The add-on currency module supports international inputs to generate a consolidated output to any one currency. Now with a sophisticated graphing module that allows graphs to become part of the write-up and workpapers. It accepts data feeds from AssetReader Data Analysis software for less keying and less errors, making it the most integrated ABL package in the world. The "Template-Based" report setup lets users customize the look and content to current Lender needs while allowing future changes to be placed into the "Templates" to update older exams with ease.
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About
Uptiq is an AI-driven platform built specifically for financial services that enables banks, credit unions, fintechs, wealth firms, and non-bank lenders to automate complex workflows, accelerate decision making, and modernize operations by deploying intelligent, outcome-focused AI agents tailored to regulated finance use cases. Its core product, the Uptiq AI Workbench (also branded Qore), lets institutions build, customize, and deploy purpose-built AI agents without coding using low-code/no-code tools, ready-to-use templates, and finance-native skills for lending, compliance, onboarding, underwriting, risk monitoring, and wealth management, all connected through secure integrations with core banking systems, CRMs, and data platforms. These agents automate tasks such as loan origination, document extraction and validation, credit memo generation, digital account opening, business analytics, and customer engagement.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Anyone looking for a field examination workpaper software
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Audience
Fnancial institutions and fintech teams that want to automate lending, banking, and wealth workflows with compliant, domain-specific AI agents that improve efficiency, decision speed, and customer outcomes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFinSoft
Founded: 1996
United States
www.finsoft.net
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Company InformationUptiq
Founded: 2022
United States
www.uptiq.ai/
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Categories |
Categories |
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Commercial Loan Features
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
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Integrations
No info available.
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Integrations
No info available.
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