Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Streamlining processing times, minimizing expensive mistakes, ensuring compliance with federal and state regulations, and providing U.S.-based support for employees are our core objectives. Our services encompass compliance, security, onboarding and offboarding, job descriptions, employee handbooks, administration, and progressive discipline. By addressing lost profits, accurately reconciling carrier invoices, managing open enrollment, and offering legal counsel for HIPAA, ERISA, and ACA, we aim to enhance operational efficiency. At Corban OneSource, we take pride in placing the focus on human resources by equipping clients with the essential tools to achieve their objectives. Our unwavering dedication to client service is rooted in principles of accuracy, accountability, and innovative ideas that boost return on investment. We are passionate about a mission centered on helping others, and for many within our organization, faith serves as the foundation of this mission. Thus, we encourage our leaders to prioritize service to their teams, empowering them to extend that service to clients. Acknowledging that this is a continuous journey, we see it as an opportunity for growth and improvement. Embracing change allows us to adapt and better serve everyone involved.
Description
We are convinced that collaboration between established financial institutions and fintech companies leads to advantages for both parties. Their respective strengths and goals complement each other, creating valuable opportunities for partnership. By offering a diverse array of digital investment products, companies can not only cross-sell to their current clientele but also tap into new markets. Nonetheless, crafting unique proprietary investment solutions can be a lengthy and costly endeavor, particularly amid increasing fee pressures and complex regulatory demands. This challenge has hindered brokers from effectively developing and introducing innovative offerings that could foster growth. While many wealth managers take pride in their established investment strategies and knowledge, they face significant pressure on costs and profit margins, compelling the entire industry to undergo a systematic transformation and modernization of existing business models to sustain profitability in a rapidly evolving landscape. Furthermore, adapting to these changes is essential for long-term success and competitiveness in the financial sector.
API Access
Has API
No
API Access
Has API
Yes
Integrations
ClearCo
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Corban OneSource
Country
United States
Website
corbanone.com
Vendor Details
Company Name
InvestSuite
Founded
2018
Country
Belgium
Website
www.investsuite.com
Product Features
Human Resources
360 Degree Feedback
No
Applicant Tracking
No
Attendance Management
No
Benefits Management
Yes
Career Development Planning
No
Compensation Management
No
Compliance Management
No
Employee Database
No
Employee Lifecycle Management
No
Onboarding
No
Payroll Management
Yes
Performance Management
No
Recruiting Management
No
Self Service Portal
No
Succession Planning
No
Time & Attendance Management
No
Time Off Management
No
Timesheets
No
Training Management
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No