IQX Platform vs. Ptally Comparison Chart

Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day.

Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC.

RemotePeople is a global Employer of Record (EOR) and workforce management platform. Founded in 2018 and headquartered in New York, it helps companies recruit, hire, pay and manage employees in 150+ countries without setting up local entities. RemotePeople serves 3,000+ companies with account managers and local HR support. EMPLOYER OF RECORD RemotePeople manages employment contracts, onboarding, payroll, tax administration, statutory benefits and local employment compliance. Clients direct employees' daily work. EOR Global starts at $499 per employee/month; your rate is confirmed in your quote. EOR Select starts at $199 per employee/month for selected countries and qualifying employee salary ranges. Country and salary conditions apply. EOR Switch supports provider transitions. Salaries, statutory employer contributions and other employment costs are additional; country-specific terms apply. RECRUITMENT In-house recruiters source and assess international talent. Services include Global Recruitment, Executive Search, recruitment process outsourcing, embedded recruiters, temporary staffing and talent mapping. Recruitment + EOR combines candidate sourcing with local employment. Its recruitment fee is 2% of the candidate's annual salary each month, plus the EOR fee. PAYROLL, CONTRACTORS AND US PEO Global Payroll and US Payroll support employees hired through clients' own entities. Contractor Management covers onboarding, agreements, invoices and payments. Contractor of Record adds classification support and contractual protections. US PEO provides co-employment, payroll, benefits and HR support. BENEFITS, MOBILITY AND EXPANSION Services include Global Benefits, Global Equity, visas and immigration, company incorporation, entity management and EOR-to-entity transfers. Employment and workplace add-ons include custom contracts, legal assistance, compliance audits, background checks, IT equipment, offices and fleet, stipends, expenses, severance and offboarding. AI COMMAND CENTER AI Command Center supports onboarding, payroll, leave, expenses and contract changes through natural-language requests, with expert review of high-impact changes and action records. The web platform includes employee self-service, documents, payroll reporting and approval workflows. RemotePeople supports startups, growing businesses and enterprises. Service availability and employing arrangements are confirmed by country. Request a demo or quote.

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. Creatio is headquartered in Boston, US, has 1000 employees, 7 offices globally, and $300M in revenue.

Meet Healthee—your intelligent healthcare navigation platform. Healthee delivers instant, personalized answers to employees’ healthcare and benefits questions in one intuitive, mobile-first experience. Powered by Zoe, our AI Personal Health Assistant, employees get clear insights into coverage, costs, and care options - helping them make smarter decisions and reduce unnecessary spend. Healthee streamlines open enrollment with plan comparison tools, improves plan selection, and provides claims analytics for HR and CFOs to identify cost drivers, optimize benefits strategy, and control healthcare costs-without changing existing plans. The result: confident employees, healthier organizations, and a more cost-effective benefits strategy - right at your fingertips. As a total benefits administration solution, Healthee connects 50+ point solutions into one unified hub—giving benefits managers real-time visibility, streamlined vendor management, and measurable ROI.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Service Center by Office Ally is a trusted Revenue Cycle Management and patient payments platform used by more than 80,000 healthcare providers and health services organizations, which process more than 950 million transactions annually. Service Center is a cost-effective solution enabling providers to control their revenue cycle. With a user-friendly interface, Service Center helps providers check and verify patients’ eligibility and benefits, submit, correct, and check the status of their claims online, and receive remittance advice. Accepting standard ANSI formats, data entry and pipe-delimited formats, Service Center helps streamline administrative tasks and create more efficient workflows for providers.

Mortgage Automator is an all-in-one loan origination and servicing software built for private and hard money lenders across the US and Canada. It streamlines the full loan lifecycle: application, underwriting, document generation, servicing, renewals, and fund management, all in one cloud-based platform. Built for lenders managing residential, commercial, and construction loans, it automates payment tracking, interest calculations, and fund disbursements while instantly generating commitment letters, loan agreements, and discharges. Built-in CRM tools support deal tracking and pipeline management, with branded borrower, broker, and investor portals for secure, real-time statement access. Customizable workflows adapt to loan type and volume, reducing manual work and errors. Integrations with Zapier, QuickBooks, and credit bureaus extend functionality. Hands-on onboarding and responsive support help private lenders scale efficiently and focus on growth.

LinkSquares is the leading Contract Lifecycle Management (CLM) software designed to help legal, procurement, and business operations teams master the entire contract lifecycle, from creation to execution and renewal. The platform transforms how companies manage agreements by centralizing data, automating routine work, and providing actionable insights powered by AI. This single, connected source of truth helps teams eliminate manual processes, streamline workflows, boost visibility, and ensure compliance across thousands of contracts, ultimately reducing risk and administrative burden. Organizations choose LinkSquares to empower legal, sales, finance, and procurement teams to collaborate seamlessly, make faster and more informed decisions, and optimize deal outcomes. With LinkSquares, organizations benefit from accelerated contracting cycles, enhanced compliance controls, and the freedom for teams to focus on high-value strategy instead of paperwork.

Careerminds is a global workforce solutions provider specializing in outplacement, career and talent development, and job architecture. We combine modern technology with high-touch, one-to-one coaching to help organizations support employees through workforce change and growth. Our scalable delivery model enables consistent, personalized experiences, offering a flexible, cost-effective alternative to traditional firms. - Outplacement and redeployment: We’re the modern partner for HR leaders who demand results. Faster transitions, measurable impact, and cost efficiency, all powered by data and a smarter coaching model. - Talent solutions: Executive coaching, career development and leadership development programs that grow talent, improve retention and build future-ready workforces through modern career enablement technology. - Job architecture and career frameworks: Redesign your workforce by giving employees a clear pathway to develop in roles that benefit both them and you.