Awards and Recognition
2009
- American Banker and Financial Insight’s FinTech 100
- BankNews Innovative Solutions Award (Honorable Mention)
- CPA Wealth Provider Financial Planning Award, Software Vendors
- Mortgage Technology magazine’s Fix-It Award
- Mortgage Technology magazine’s Top 50 Service Providers
- Technical Analysis of Stocks & Commodities Magazine Reader’s Choice Award, Portfolio Management—GainsKeeper
2008
- American Banker and Financial Insights’ FinTech 100
- Bank Technology News Innovators—Wiz Sentri: AML Virtuoso
- BankNews Innovative Solutions Award, Honorable Mention—Wiz Sentri: AML Virtuoso
- Mortgage Technology magazine’s Synergy Award, Honorable Mention—Disclosure Manager
- Mortgage Technology magazine’s—Top 50 Providers
- Technical Analysis of Stocks & Commodities Magazine Reader’s Choice Award, Portfolio Management—GainsKeeper
- American Association of Individual Investors’ Top Investment Web Sites, Portfolio Tracking—GainsKeeper
2007
- Mortgage Technology magazine’s 10X Award
- Mortgage Technology magazine’s Top 50 Technology Providers
- American Banker and Financial Insights’ FinTech 100
- Software & Information Industry Association CODiE Award Finalist, Best Business Productivity Solution—BasisPro
- Software & Information Industry Association CODiE Award Finalist, Best Business Software Solution—BasisPro
- Technical Analysis of Stocks & Commodities Magazine Reader’s Choice Award, Portfolio Management—GainsKeeper
2006
- American Banker and Financial Insights’ FinTech 100
- Bank Technology News’ Ten Technology Companies to Watch
- CPA Wealth Provider Financial Planning Award, Software Vendors
- Mortgage Technology’s Top 25 Mortgage Technology Service Providers
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