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| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.5
|
| Reviews | 9 | 4 |
| Category | Payment Processing | Payment Processing |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
| Website | https://www.goldenbasis.com | https://www.hellosunset.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
|
| Details | View Full Review → | View Full Review → |