+
+

Related Products

  • RetailEdge
    201 Ratings
    Visit Website
  • CartonCloud
    102 Ratings
  • iPlum
    9,148 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • MedTrainer
    242 Ratings
    Visit Website
  • FAMCare Human Services
    25 Ratings
    Visit Website
  • Jscrambler
    40 Ratings
    Visit Website
  • Source Defense
    7 Ratings
    Visit Website
  • gPanel
    69 Ratings
    Visit Website
  • AestheticsPro
    721 Ratings
    Visit Website

About

Reduce processing time, Eliminate costly errors, Meet federal and state compliance, U.S. based support for your employees. Compliance, security, Onboarding/Offboarding, Job descriptions, handbooks, Administration & progressive discipline. Eliminate lost profits, Reconcile carrier invoices to the penny, Open enrollment management, Legal counsel for HIPAA, ERISA and ACA. At Corban OneSource, we put the R in HR by providing the resources to help clients accomplish their goals. We are strongly committed to serving our clients with accuracy, accountability, and fresh ideas that increase their ROI. We are strongly driven by a mission to serve others, and for many of us, faith is at the core of that mission. To that end, we ask that our leaders remain in service to our teams, and empower our teams to be in service to our clients. We recognize that this is an evolving process and an ongoing opportunity to grow.

About

We strongly believe that cooperation between traditional financial institutions and fintechs generates mutual benefit. Both have advantages and aspirations that are complementary, making it worthwhile to form partnerships. Providing a range of digital investment products creates an opportunity to cross-sell to existing clients and access new client segments. However, developing new proprietary investment solutions is very time consuming and expensive, especially in a context of fee pressure and high regulatory complexity. This has made it hard for brokers to develop and launch these innovative products to spark new growth. Most wealth managers are proud of their existing investment approach and expertise. Yet costs and margins are under severe downwards pressure, which is driving the industry-wide challenge to systematically transform and modernize existing business models to remain profitable.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

HR departments and businesses seeking a solution to streamline HR processes so everyone can work more efficiently

Audience

Banks, brokers, wealth managers and other financial institutions looking for a digital investment solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Corban OneSource
United States
corbanone.com

Company Information

InvestSuite
Founded: 2018
Belgium
www.investsuite.com

Alternatives

Alternatives

Apex AscendOS

Apex AscendOS

Apex Fintech Solutions
M&H OneSource

M&H OneSource

Moulton & Hardin
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
TeamDynamix ITSM

TeamDynamix ITSM

TeamDynamix

Categories

Categories

Human Resources Features

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Integrations

ClearCo

Integrations

ClearCo
Claim Corban OneSource and update features and information
Claim Corban OneSource and update features and information
Claim InvestSuite and update features and information
Claim InvestSuite and update features and information