AppVentory
Stand: E63(Floor plan)
Financial planning & management systems
Accounting automation & practice management
Advisor Agent by AppVentory
Built to help firms build high-value advisory around the fastest-growing, most overlooked line in the book: Technology
One-page spend assessments
Cost-savings assessments
Security & compliance checks
Digital standardization recs
Opportunity Agent ($12K+/yr)
Software spend management
Manage up to 100 clients
Includes AppVentory access for up to 5 clients
