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Uncompromising security, cross-system compatible, plug-n-play data management that's built for financial services.
Maintain total privacy with field level encryption, encryption at rest, and in-transit encryption
Avoid messy profile duplication when you integrate your existing authentication provider using SAML, OAuth, custom JWT Tokens and more
Get an online form AND data management solution that auto reconciles your changing financial data
Our easy-to-use form builder makes it easy for non-technical personnel to create, edit, and manage forms — no IT ticket required.
Never worry about being out of service when you can collect data offline and sync when back online.
Make changes to your forms dynamically without having to spend the extra time recompiling them or bothering your devs.
You don't have to maintain multiple versions of the same form just because they are in different languages—a single form translates dynamically
We use cookies to improve user experience and analyze website traffic. For these reasons, we may share your site usage data with our analytics partners. By clicking “I Accept,” you consent to store on your device.