The Croesus Risk and Compliance Module can help wealth management professionals keep up with requirements to reduce the costs and workload associated with regulatory compliance. By efficiently pinpointing areas of risk you can provide clients with a more robust, comprehensive investment strategy that takes into account risk scenarios. From automating a......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• North America
• Western Europe

Automate the Ingestion, verification, normalisation and reconciliation of data from any source, including: PDFs (prospectuses, factsheets, KIIDs etc.). Spreadsheets. Websites. Data feeds Uses include: Create and maintain golden source data or compare to an existing source. Bulk-verify document content before publishing (e.g. monthly factsheet runs). Enrich data with customised calculations for use in regulatory or client reports. Automate investment......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager

Relevant Regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

What are they? Digital business cards that are backed by powerful sales engagement technology. No more paper business cards, instead have a beautifully designed and branded plastic or metal card that with one tap on your recipient’s mobile phone, opens a world of engagement, creating a connection like never before. Why is......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Asia
• Caribbean
• Middle East
• North America
• Western Europe

We have taken the skills, experience, knowledge-base and networks developed through our consulting business to create a proposition to support our growing FinTech client base. We can help you to: Market Identify clients, competitors and addressable markets Use our network to get the ‘inside track’. Our specialist Wealth Management research partners support our......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Western Europe

360 Accounts is designed to simplify your payment processes. With its help, you can easily administer commissions, organise payments to advisers and the company, and set up business partner rates. The system allows you to view the entire commission process, from the initial entry in the FactFind to the final......

relevant regions

• Western Europe

Hotbox The Hotbox is a cutting-edge feature that provides a focused window into your client bank, allowing you to efficiently manage all your leads and opportunities from one centralised location. Diary Our multifunctional diary is a game-changer when it comes to scheduling your day. With its intuitive interface and powerful features, you can......

relevant regions

• Western Europe

Adviser View The Adviser view in 360 Lifecycle’s FactFind, is the ultimate tool for efficient client management and data capture. The customisable FactFind seamlessly transfers the collected data to Advisor and Office. Client View The client view provides an easy-to-use interface allowing clients to complete the FactFind at their leisure, making the process......

relevant regions

• Western Europe

Admin Tools Our tools address the challenges faced by principals, managers, and administrators by providing them with the necessary resources to streamline their workflows and increase efficiency. Campaign Manager With Campaign Manager, you can target your client base by creating your own sales and marketing campaigns. Performance Explorer You can easily report on your company’s......

relevant regions

• Western Europe

3xEquity is a privately owned practice valuation firm, focused on real time valuations and future opportunities for financial practice companies. 3xEquity principals leverage their expertise in financial investments and valuation platforms that enable the firm to consistently forge value-adding relationships in valuation, management, and financing. Additionally, 3xEquity is positioned to purchase......

Centralize, manage, deliver, collaborate, and measure the effectiveness of marketing and sales content on any device. Powerful content search Google-like searching returns the right resources quickly. Search for anything—documents, videos, training materials, people, email templates, web meetings—you name it. Intelligent content suggestions Content surfaces based on the sales situation. AI sifts through the situational variables intelligently......

relevant regions

• North America

A complete set of sales activity and buyer response data - emails, calls, meetings, texts, web visits, content shared, and more.  Know exactly what content is used The AI tells you precisely what content is being shared with buyers—even through email attachments—giving you 100% visibility into all content shared with buyers. It even......

relevant regions

• North America

Managers and leaders get a complete picture of how deals are progressing and how reps and teams are performing. Engagement timelines and rep scorecards give managers and leaders unprecedented visibility and insight into sales performance. Auto capture seller-buyer activities Reps not entering data into CRM? No worries. The Sales AI automates the capture......

relevant regions

• North America

Use the power of AI to coach sellers in the field, uncover hidden buying team members, and simplify accurate forecasting. We're a sales leader's best friend. Automated data capture Sales AI automates time-consuming CRM data entry. All sales activities—emails, calls, and meetings—automatically captured. No change in rep behavior needed. Adoption is built-in. Respond faster to buyers Real-time......

relevant regions

• North America

The Senior Managers and Certification Regime (SM&CR) ensures that senior managers are individually accountable for their business decisions, their conduct and the competence of those that they manage. Consumers will be secure in the integrity this brings as SM&CR means that every regulated entity must have a well-documented trail of......

relevant regions

• Western Europe

When it comes to managing your own organisation's financial position you need confidence that your provider of financial services accounting software meets all your demanding requirements. AccountsIQ will help you reduce costs, cut processing time and increase confidence amongst your stakeholders in the integrity of your financial statements. Modern accounting All the......

relevant regions

• Western Europe

Traditionally tedious administrative functions like changing addresses on multiple accounts in a household, updating basic account information across households, or adding associated persons to accounts, can be done quickly and efficiently with IFS’s Account Maintenance Solution. And best of all? Because advisors and their assistants can handle these requests faster,......

Financial services professionals that use the widely acclaimed ACT! software know the power and advantages it brings to their financial practice. ACT! CRM software has proven itself by bringing ease of use and powerful features that even a novice can master in just a few minutes. In order to get......

actesy ExcelEasy actesy Excel Easy adds an audit trail to Excel, making changes traceable and version/reference comparisons as well as difference analysis possible.​​ actesy ValEasy Automatic testing and validation of processes, data and logics including chain tests across multiple systems and subsequent automatically generated report. actesy Documents actesy Documents enables holistic comparisons of all text......

relevant regions

• Western Europe

Software for Modern Compliance Manage­ment Banks, financial service providers and insurance companies must identify compliance risks at an early stage. Otherwise, the risk of fines and reputational damage increases. But this is not the only reason why compliance teams want to be on the safe side. Rising costs and a lack of skilled......

relevant regions

• Asia
• Middle East
• North America
• Western Europe

Technology that lets you make the right decisions, faster The ACTICO Platform contains everything you need from capturing and designing decision models, to testing and monitoring of automated decision-making across all your systems, workflows, and channels. It uniquely integrates artificial intelligence to further enhance decision quality and increase automation rates. Rule &......

relevant regions

• Asia
• North America
• Western Europe

Control your availability with ease Tools to help you schedule and earn on your own terms–customize exactly how and when clients can book with you, host virtual appointments or classes, and block off personal time. Enable automated appointment booking Seamlessly manage multiple locations and let clients easily cancel or reschedule their own appointments.......

relevant regions

• North America

Eton Solutions' Administrative Family Office™ (AFO) is a fully integrated technology and professional services solution that streamlines and simplifies the delivery of family office administrative services such as bill pay, accounting tasks, mailroom processes, document management, by leveraging the AtlasFive® platform. AFO™ delivers rolled-up financial reporting, ad hoc reports, and other......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

It's more than data and insights. It's about actually knowing people. Adobe Analytics is an industry–leading solution that empowers you to understand your customers as people — what they want, need, and believe. Discover your most valuable customer segments and use these insights to steer your entire business with customer intelligence.  ...

Adobe Experience Cloud — an all-in-one experience solution  Adobe Experience Cloud brings together all of your marketing tech in a single place, so you can do everything from managing your content and delivering email campaigns to automating your ad buying and measuring your success. One integrated approach for one seamless experience. Experience Cloud......

Advisors, support users, and even the office-level managers can access influential business insights and make better decisions that drive results. Turn data into decisions Custom, consolidated views into your entire business help you capitalize on more business opportunities and quickly identify trends within your client base....

Advent Revenue Center is the comprehensive solution for streamlining billing and revenue management workflows. Specifically designed for investment managers who charge fees based on portfolio valuations, it helps firms define and manage complex fee structures, automate the production of invoices and debit letters, and generate forecasts and reports. Advent Revenue Center helps......

relevant regions

• Asia
• Middle East
• North America
• Oceania
• Western Europe

The main features of our software include: commission management, MI reporting, live valuations, slick client management, secure document management, a comprehensive fact find module, custom workflows and streamlined task management. We offer flexibility as standard and Adviser Cloud is customisable and set up to function around how you and your business......

relevant regions

• Western Europe

With a range of functionality, including client management, financial planning, compliance and reporting tools, Adviser Office can help increase efficiency, improve your business's profitability and perform better....

relevant regions

• Western Europe

Australia's only independent financial adviser ratings and customer review service. Helping customers navigate their way through the minefield of the 18,500 strong financial advice industry, whilst also helping the financial advice industry to connect with customers....

relevant regions

• Oceania

Advisor Analytics Pro helps you identify even more hidden opportunities so you can grow your business. Advisor Analytics Pro is the latest from eMoney to deliver advisors a more consolidated view of their business to improve strategy and provide greater value to their clients....

We provide a revolutionary platform that simplifies financial advisor transitions by revealing opportunities within financial services and connecting FAs to leading broker-dealers, custodians, RIA's, and advisor resources. By empowering you to Transition - get offers from broker-dealers simultaneously Are you looking to make a move and transition broker-dealers? Great! Let AdvisorBid make this......

relevant regions

• North America

Foster business discipline Business leaders must know their business to be successful. AdvisorClarity gives leaders the metrics needed to run their business professionally and the insights needed to lead with confidence. Elevate operations AdvisorClarity includes data quality checks to ensure accuracy. No more wondering if your numbers are right. Instead, we tell you......

Improve your advisor retention and performance. Provide your advisors with true practice management capabilities, deep insight into their revenue and expense, and a 360-degree view of their clients’ accounts and assets....

At Kapitalwise, we believe in empowering our clients with flexibility and control over their lead-generation strategies. Kapitalwise offers a marketplace for high-intent investor prospects for financial professionals through publisher and influencer partnerships....

relevant regions

• Asia
• North America
• Western Europe

Where information meets action Spend less time managing data - and more time managing clients A CRM built to think like you At the core of our development process is a human-centered methodology, and you, the client, continuously help us to hone in on important features and initiatives, resulting in a CRM that......

relevant regions

• North America

Manage all data and interactions with your advisors and prospects on a secure platform built entirely on Salesforce.com. Advisor management Recruiting Partner CRM platform Management reporting / dashboards ...

Access the world’s most engaging content. In one platform AdvisorStream is the only marketing platform fully partnered with the world’s most credible and trusted publishers. The award-winning service helps financial advisers engage their clients and win prospects through timely, personalised and compliant investor communications. An omni-channel marketing service, AdvisorStream delivers the......

We’re here for you Regardless of the size of your firm, you’ll work with a dedicated relationship manager who knows you and your business. We’re committed to increasing and enhancing your efficiencies by ensuring questions and requirements are taken care of in a timely manner. Our transition team will help you navigate the process of switching platforms.......

relevant regions

• North America

Automate every contact and company profile No deal-maker should have to spend half their week creating contacts in a CRM. Affinity automates this process while enriching profiles with data that will drive action. Automate contact and company profiles from inbox and calendar data Enrich profiles with industry data to provide actionable insights Free up......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Agency Integrator users are able to track insurance transactions from pre-sale to commissions, communicate with agent customers on case status and generate comprehensive reports throughout the process. Track your business Agency Integrator enables distributors to create streamlined workflows for case management and commission reconciliation. As a centralized database of agent contact and......

relevant regions

• North America

AgilityPortal serves as a comprehensive people platform designed to revamp your workforce. Its purpose is to actively involve your workforce in connecting, communicating, and collaborating with fellow employees. On average, employees devote approximately 30 percent of their workweek to email management and nearly 20 percent searching for internal information across disparate......

relevant regions

• Central America
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

AI built on trust AI has the power to transform your business. But it can also put your data at risk. Einstein is built on a powerful Trust Layer that safeguards your company’s sensitive customer data. So you can use any AI model — and keep your data locked down tight. Possibilities......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Knowledge management and staff training can be a time consuming and costly process that is inefficient for the modern, distributed workforce. Using best practices for data utilisation and powerful technology such as Natural Language Processing (NLP) and Neural Networks (NN), we have created a solution that finds your structured and......

relevant regions

• Africa
• Eastern Europe
• Middle East
• Oceania

The Aladdin Wealth platform delivers the scale, sophistication and simplicity you need to help more clients see their world in ways few others can. Build portfolios that are more aligned with investors’ goals, engage your clients with comprehensive and differentiated content that enhances your value proposition and transform your wealth......

relevant regions

• North America
• Western Europe

Rapidly changing markets, complex regulations, and distribution disruption make it challenging for financial service firms to keep their sales forces up to date and able to articulate compelling value. We built the Allego sales learning and readiness platform from the ground up to meet the specific needs of asset managers,......

relevant regions

• North America

Advanced reporting: Single dashboard with insights of your AUM and flows. Market intelligence: Enhance your global strategy with a Deep-Data driven tool. Commercial optimization with distribution optimizer: Optimise your sales strategy by identifying potential buyers and building a powerful action plan analytics, advanced reporting. ...

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania

Support and empower your firm with a product suite leveraging the Force.com platform that grants more control, accuracy, transparency, and quality than you’ve operated with before. Track relationships and data that drive capital raises and deployments. Create a high-touch investor experience with targeted emails and distribute documents securely to power your processes.......

relevant regions

• North America

Wealth Intelligence's award winning Analytics module provides intuitive, real-time intelligence helping you to make informed decisions. Customisable dashboards and visualisations use data from multiple sources to provide clear business intelligence, management information, compliance oversight and clear risk indicators to any stakeholder. A faster, deeper view of all your data, in one......

relevant regions

• Asia
• Oceania
• Western Europe

The key term here is ‘seamless’. When invoices are prepared in Revex, then distributed via email or PDF, by setting the collection method to use aPay, your need for reconciliation resources and time is completely alleviated. Direct debiting the client’s bank account or (optional) their credit card, puts you back......

relevant regions

• Oceania

Brokerage commission and trade surveillance system built around CRM. Integrated reporting for real time transaction reporting for compliance and rep/advisor surveillance. Natively built and scaled into Salesforce.com....

Portfolio accounting Liquid and non-traditional asset focused, tax lots, generate accrued income. Expense management General ledger accounts payable, check writing, cash management, balance sheets, liabilities. Tax preparation Tax lot, cost basis backfill and matching. Performance reporting Daily time-weighted and dollar-weighted performance at any roll-up level. Portfolio planning & research Links to research, financial planning, rating systems, risk analysis, attribution......

relevant regions

• North America

The ARC platform is a complete remediation and new client onboarding platform, allowing organisations the ability to streamline and categorise customer data and risk in a single digital solution. It offers an innovative answer, to enable the collaborative administration of one-off and ongoing customer due diligence (CDD) and where required enhanced......

relevant regions

• Western Europe

Arcons CRM is highly scalable and customizable, allowing businesses to gain actionable customer insights with a back- end analytical engine, view business opportunities with predictive analytics, streamline operations and personalize customer service based on the customer’s known history and prior interactions with your business. ...

relevant regions

• North America

We recognize that firms like to represent their reports with their own look and feel, branding, colors and content. Our customization team can provide you the report pages that appear just the way you want, be it a bar chart, a 3-D pie chart or a nicely designed and formatted......

relevant regions

• North America

Your business guide for more success Managers are assessed on results. They achieve the best results when they have the information and business insights that are relevant to their business in view at all times and are able to derive actions from them. With the Management Information System and the Financial Score......

relevant regions

• Western Europe

Maximize deal flow Better focus your time, and review more deals, by tracking and managing all pipeline and investment activity from one single, easy to use dashboard. Take total portfolio control Manage client holdings, commissions and more across different asset classes – including alternatives, mutual funds and credit – to simplify workflows and......

relevant regions

• North America
• Western Europe

The Assure solution adds a valuable layer of insight onto your recordings. Your assurance teams are given a dashboard view across all recorded customer interactions. Key patterns and trends can be easily identified as they develop, providing critical management intelligence that can shape business decision making. Companies use Recordsure to both......

The single version of truth Sharing is caring Both for customers and compliance departments. Your customers are front and center with full control over whom they share their data with on the ecosystem. Version control  Means one KYC file per customer. Atlas maintains one version of truth per customer within your organization, ensuring that......

relevant regions

• Middle East
• Western Europe

Transform your business to drive higher performance with Atos|Syntel’s Capital Markets solutions. Our services range from the simplest reconciliation support to complex valuation operations, with full coverage across the investment operations lifecycle. Atos|Syntel partners with clients across the capital markets value chain including asset managers, custodians, broker dealers, wealth managers, trust companies,......

relevant regions

• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

At a glance ~10 weeks - instead of ~12 months to implement a repeatable machine learning prediction. $0 R&D investment - leave the expensive AI R&D to us. We have a menu of out-of-the-box solutions ready to be implemented. 100% - of AI science projects are simply science projects. Our solutions integrate with your technology......

relevant regions

• North America
• Western Europe

We have taken market leading IBM Analytics software and pre-coded it to allow central functions to monitor investment performance, net flows or yield across multiple business structures. Our plug-in reporting and analytics solution can sit downstream of any core platform. AUM data is aggregated across platforms, whilst control checks ensure......

relevant regions

• Western Europe

Data is always lurking in the wild waiting to be picked up and used against your infrastructure and human assets. LookingGlass Automated Data Services process millions of malware infections in real-time, while also covering the multiple layers of the Internet (surface, deep, and dark) in search of Personally Identifiable Information......

The problem Data collaborations are extremely valuable. But collaborating with other organizations is hard. Analyzing third-party data is full of cumbersome processes that stifle innovation. What if you could perform trusted analytics on private datasets gaining valuable insights without any friction? Imagine how privacy-preserving analytics could fundamentally change many aspects of precision medicine, healthcare, the......

relevant regions

• Western Europe

A fully-automated solution to improve KYC completion, and speed up your risk assessment and validation processes. Key Benefits 70% spared time - Reduce time spent sourcing and organizing data and documents, you can focus on valuable tasks. Improved partners' experience - Frictionless process in a white-label interface improves your image and your partner's......

relevant regions

• Western Europe

Key Features Distributor Portal - A modular dashboard for performance monitoring, offering real–time information about capital contributions, fees and retrocession fees, average basket, and top sales rankings. Legal Contracts Online - Digitally sign distribution agreements and amended and restated agreements, reducing manual processes, improving security, and lowering risk costs. News Feed - A news feed to......

relevant regions

• Western Europe

Key Features Multi-Level Overview - A dashboard to quickly access status updates and monitor onboardings, take corrective action where needed, and move the process forward. Workflow Management - Manage multiple clients and workflows across jurisdictions through a single, centralized platform. Multi-Jurisdictional Regulatory Management - Review investors across multiple jurisdictions against our daily updated......

relevant regions

• Western Europe

Key Features Portfolio Value & ROI - Monitor portfolio value and ROI to track the amount of return your investment generates over time. Investment Data - Quickly and conveniently access investment data and documents, including subscription forms, share price, and more. Document Sharing - An easy-to-use sharing feature for asset managers, enabling them to......

relevant regions

• Western Europe

Backstop is much more than just a CRM, but it's our CRM underpinnings that make us so well-suited to the needs of the institutional investment industry. Since 2003, we've helped the industry organize and maximize their relationships with our proprietary relationship and reporting engines. Benefits Capture and share important notes, meetings, calls......

relevant regions

• Asia
• North America
• South America

When it comes to nurturing relationships, you want to maximize every minute and every interaction to strengthen trust, deliver outstanding service, and gain a competitive edge. Benefits Establish, develop, and manage comprehensive knowledge of all aspects of the client relationship Understand the breadth, depth, and financial impact of every individual in your universe Build......

relevant regions

• Asia
• North America
• Western Europe

Modern customer journey for advisor search, digital staff profiles, messenger, contact forms, appointment booking tool, easy document exchange and many more features. Our software solution increases contact rates and thus your revenues. Advisor Matching: Be where your clients are - online Our software solution has heralded a paradigm shift in customer relationship......

relevant regions

• Western Europe

BARS (Billing And Reporting Solution) is a software application developed by BaySys that streamlines the complicated billing process and enables investment managers to produce billing statements for accounts and households quickly and accurately. BARS can be integrated with most any portfolio management system....

Find the wealthy of the future Use valuations, shareholdings and exits to identify and assess potential clients quickly and easily. We know wealth generation now happens behind closed doors—so we help you identify those doors, and get through them first. Win with data Winning new clients takes work. Our networks feature makes it easy......

relevant regions

• Western Europe

See your company with 20/20 vision Your people are your most valuable resource. Why settle for limited access to the data they leave behind? The Behavox Behavioral OS integrates fully into your company’s nervous system, giving you a complete perspective on your people, their patterns, and what to do with them. A data......

Proprietary Neural Machine Translation platform specializing in legal and patent translations. Google Translate for contracts and patents....

relevant regions

• Asia
• North America
• South America
• Western Europe

Post-Editing of the proprietary AI MT to provide best-in-class legal translations....

relevant regions

• Asia
• North America
• South America
• Western Europe

How it works We are utilizing DISC to conduct the assessment and understand your specific behaviours. This helps us identify your areas of growth to become a top financial advisor! What is DISC - a widely popular behaviour assessment tool It’s used by various organizations for many years to understand people. It focuses on......

relevant regions

• North America

BillFin™ is billing simplified Choice platform for the modern RIA and financial advisor. Advisory fees Calculate flat, tiered, and banded AUM fees. Bill in advance or in arrears, based on end of period or average daily balance. Easily set-up asset exclusions by household, account, asset class, and/or individual security. All at the fingertips of......

Trusted by millions of businesses, top accounting firms, and leading U.S. financial institutions 4.7 million network members pay or get paid with BILL 400,000 businesses use BILL to help automate their financial operations US$225 billion+ in total payment volume 80%+ of the top 100 US accounting firms trust BILL Effortless bill pay solution tailored for your......

relevant regions

• North America

Streamline your billing operations Manage your cash flow on your terms Take control of your cash flow with the flexibility to bill in arrears or in advance, and valued by average daily balance or period ending. Work smarter, not hard to bill accurately Review critical information, like missing fee and payout schedules, to make......

relevant regions

• North America

Key Features Automated billing Automated invoice delivery Bill on held-away assets Customizable invoices Flexible setup Multi-custodial Billing alerts Multi-advisor payouts Full-service onboarding ...

relevant regions

• North America

Integrate and iterate quickly Start collecting one-time or recurring payments via card, bank transfers and other popular payment methods instantly. Test and roll out changes via our API or directly in the Dashboard. Support any billing model Flexible billing logic for everything from per-seat pricing to metered billing out of the box. Support......

relevant regions

• Asia
• North America
• Oceania
• South America
• Western Europe

Imagine calculating your client fees instantly with any number of complex fee schedules and scenarios. Create invoices, upload fees to custodians, create revenue sharing reports and export information to your accounting software all with a few button clicks. With billPort, your firm will eliminate manual data entry, spreadsheets and multiple......

relevant regions

• North America

One platform made up of three component parts. Each facilitates a key step in transforming and automating your processes. Modeler Download our popular free tool to document and optimize business processes. Free, intuitive process modeling 100% BPMN standard notation Publish high quality documents Studio Download our intuitive software to automate process models without coding. A model-based business &......

relevant regions

• Asia
• North America
• South America
• Western Europe

Who We Are BizEquity was born from the learnings of a multi-billion dollar financial institution and a passionate founding team to help Democratize the most important financial knowledge in the world - your business value. In helping to finance two entrepreneurs outside Buffalo, New York in the United States, it became apparent to our......

We’ve untied the asset management knot. The world’s most respected companies use our software to manage more than 100 million assets reliably. Shouldn’t you?   Fixed Assets Automate fixed assets tracking, processes, calculations, and more with ease and clarity. Leased Assets Streamline ASC 842 and IFRS 16 compliance through automated lease classifications, tools to ensure proper......

relevant regions

• North America
• Western Europe

Board and executive meeting management Facilitate board and leadership meetings with the industry- leading solution for secure meeting management; assign actions and drive outcomes using features like minutes taking, voting, task management and workflow integrations. Example Use Cases: Board & committee meetings Leadership meetings Special task forces Industry news Access relevant news, key events and industry......

You can’t just flip a switch to become a digital business. You need to fundamentally transform the way you work. And so many of the ways businesses need to transform revolve around content, from automating key workflows to boosting customer engagement. That’s where Cloud Content Management comes in. With Box,......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

BQ Performance measurably increases the investment performance of traders and asset managers with newest behavioral science and machine learning. Our turnkey solution analyzes the decision-making process of individual asset managers and teams. A fully automated online system guides participants through an interactive survey with questions and scenarios. You will instantly......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Billing, for when the work is done and it is time for you to get paid for the great service you have provided. The billing module allows our clients to automate the performance fees, management fees and any other type of fees that their business might have. The system eliminates......

relevant regions

• Central America
• North America
• South America
• Western Europe

CRM, where the user journey and the client experience really starts. The streamlined, advisor-centric CRM developed by BRITech supports digitally onboarding client data and easily acclimating their clients to the platform....

relevant regions

• Central America
• North America
• South America
• Western Europe

World-leading fintechs, banks, corporate services providers and other regulated organisations worldwide have already designed and implemented bespoke KYC and KYB processes for their business with our modular compliance solution. Let us show you how easy it is to combine our KYC modules to create the compliance solution that perfectly fits your......

relevant regions

• Asia
• Western Europe

What is the Business DNA HR Tech platform? The world’s only all-in-one cloud-based people analytics platform to know, engage and grow every employee and customer using all dimensions of a person’s personality traits. We've made financial personality a reality in 123 countries by solving communication, goal-setting and investing challenges. ...

Making an improved strategic decision is easier when data is accurate and reliable. Develop your company and strengthen your competitive advantage as a data-driven organisation with modern BI solutions (on Cloud, on-premise and hybrid) in place. 15 - years of Microsoft partnership Almost 27% - predicted growth of The Global Business Intelligence Market value......

relevant regions

• Eastern Europe
• Western Europe

See clear opportunities to grow strategically Get critical intel, instantly Leverage pre-built or custom dashboards for at-a-glance views of the metrics most crucial to your firm. Perform objective analysis in real-time Up-to-date data—refreshed daily by Orion’s reconciliation experts—helps you objectively solve challenges, identify new opportunities, and run your firm more efficiently. Integrate outside tools for......

relevant regions

• North America

Information about one’s own clients must be compiled, analyzed, and the resulting information prepared in such a way that it offers added value; digitalization and increasing costs — not to mention time pressures — make this process increasingly difficult. Sales organizations need solutions that can be integrated clearly, quickly, and......

The tools you need to conduct business successfully Consolidate all Business Solutions, powered by Intermedia, under a single provider for ease of installation, setup and support. Seamless integration with the Smarsh platform provides a best-in-class solution that drives efficiency for your business. The benefits of a one-stop shop IT from a single source......

relevant regions

• North America
• Western Europe

Business transformation advisory services Cloud Transformation ECI will meet you where you are on your cloud journey. We begin with strategic conversations to understand your business requirements, and craft a roadmap for the use of private and/or public cloud services based on industry best practices and operational priorities. We then execute against the roadmap to begin......

relevant regions

• Asia
• North America
• Western Europe

A scheduling genius Set your availability and choose the type of meeting you want to have, then Calendly coordinates everything with your invitees – before and after the face-to-face. Set meetings on your terms Connect to all your calendars so you’re never double-booked. Control your availability by setting your preferences. Set the right meeting for the right......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

To fulfill your capital-raising mandate, you need to be able to gather, view and analyze pipeline data in real-time. Only by doing so can you prioritize opportunities, drive efficiencies and maximize outcomes. Benefits Track, monitor and manage capital pipelines and associated activities on the fly Focus on the most relevant, winnable opportunities by......

relevant regions

• Asia
• North America
• Western Europe

DeVoe CapitalWorks™ is a platform that helps RIAs secure capital. We’ll help you understand your financing options, assess which of 30+ options is best for you, and introduce you to one or more providers based on your situation. Today’s lending and capital options have mushroomed to include conventional loans, SBA loans,......

relevant regions

• North America

Capnovum’s cognitive compliance management platform provides an up-to-date repository of regulations, obligations and regulatory news; that lets financial institutions manage compliance and resource utilisation across jurisdictions. Artificial intelligence is leveraged to understand and identify synergies between regulations, assess the footprint of business models and impact of regulatory updates. Capnovum eliminates manual work......

relevant regions

• Western Europe

The Capture solution records face-to-face conversations between customers and your team members with the highest precision on the market. By combining proprietary recording and transcription technologies, all parties have access to the definitive record of what was said in a customer interaction. Recordsure recordings are held long-term in military-grade storage. Our......

Professional Support What if you never had to update your software or worry about having the latest and greatest tool? We continually refine and improve the tools to make life easier for you, your team and your clients, and you don’t have to do a thing. A Simple, Beautiful Client Dashboard Catch your......

Organize and gain visibility into work Define, organize, and execute strategically aligned work Access and dynamically deploy resources Identify, access, and allocate internal & external talent Drive better business performance Surface actionable insights into resources’ impact on business Strategic alignment Ensure that projects are aligned with your initiatives — and that the right data are collected on......

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• North America
• Western Europe

Simple, intuitive and logical to use, Cerberus is our solution for the SMCR: Delegation and oversight –clearly shows what responsibilities individuals have accepted, evidence of meeting those responsibilities and when they have been met; Governance–shows overall governance committee structure and management responsibilities map; Evidence–demonstrates how reasonable steps and statutory responsibilities are being met (allows inclusion of attachments and commentary); Assurance–built in activity log......

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• Western Europe

Tax returns Financial statements Client contracts How your business can benefit Here is how to supercharge your Financial Service business. Digitize and speed up your signature process Drastically improve the signing experience Stay compliant – and private Verify your documents – even when printed ...

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• Western Europe

Challenge Multiple changes to regulations, stricter controls over all processes, data availability & data quality have made regulatory compliance for CFOs in BFSI complicated. With constant revenue leakage and cost escalation, optimizing balance sheets and costs to maximize net income and operating ratio is the need of the hour, added to......

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• Asia
• North America
• Oceania
• Western Europe

With the provision of advice and process management becoming increasingly influenced by digital practice, it’s essential that regulated firms respond quickly to rapidly evolving market needs. Making sure that product innovations are sold appropriately or that new processes are correctly followed is equally important and this is achieved by using Checksmart.......

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• Western Europe

Our goal is to bridge the gap between the public and financial professionals of color through visibility, education, and easy access. CHIP Pros understand that they have a duty to their clients first, while also upholding the laws and regulations of the regulatory bodies that govern the financial industry. CHIP Professionals......

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• North America

CIRA is a patent-pending DIY platform that enables enterprise users to launch intelligent digital assistants in weeks without writing a single line of code. CIRA is designed for the needs of wealth management advisors so they can respond to their clients more efficiently and effectively, CIRA is becoming a first choice digital assistant......

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• North America
• Western Europe

Power a smarter, more flexible way to work You hired the best. Let them be their best. Redefine what it means to work better with Citrix Workspace. Increase employee engagement and productivity through simpler IT Simplify the way you manage and secure apps, devices, users, and networks so you can deliver the best......

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• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Regulatory supervisors mandate the need for the ongoing review of customers to assess all clients’ activities and behaviours over time. Fundamental to this is the ability to bring together disparate sets of customer-related data so that there is a ‘single view of the customer’ - not just at a snapshot in......

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• Western Europe

Intuitive, easy to use and feature rich, client-Assyst includes: Comprehensive client database Fact-find completion and printing Document management Action lists Contract enquiries / real time valuations Letter production Business and mangement information reporting ...

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• Western Europe

A comprehensive, integrated platform ClientWorks is our comprehensive advisor platform designed — and continually refined — to help you run your business more efficiently. This intuitive system offers a single location to access all client account types, access data, and process business. ClientWorks includes tools for account opening, client management, trading, and......

relevant regions

• North America

CLMi is a cost-effective, scalable and intuitive Client Lifecycle Management (CLM) platform that puts the productivity of advisors and satisfaction of your clients at the forefront of your business. Ideal for mid-size discretionary fund and investment managers, CLMi is the platform of choice for out-of-the-box ease-of-use and rapid, cloud-based deployment.......

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• Asia
• Middle East
• North America
• Western Europe

Leveraging Twenty7Tec’s integration first approach, the CloudTwenty7 ecosystem is a complete technology solution that underpins our CAPTURE, SOURCE, APPLY, and INSIGHT modular suite of applications. CloudTwenty7 offers a range of applications and functions that are designed to make the process of searching, applying for and obtaining a mortgage simpler, faster and......

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• Western Europe

It works by ingesting periodic updates of investor details, assets, corporate actions, distributions and any other information that goes towards the calculation of the cost base of investments. This data is presented via an interactive user interface, providing full breakdown of all aspects of a client's cost base....

Democratize data Data catalog defined Collibra Data Catalog empowers business users to quickly discover and understand data that matters so they can generate impactful insights that drive business value. Leveraging Collibra’s industry-leading governance capabilities, Collibra Data Catalog ensures Data Citizens always have access to the most trusted data available. Benefit from an enterprise......

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• North America
• Oceania
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Data governance Understanding data governance Questions around data’s quality and relevance are increasingly difficult for modern enterprises to answer. Collibra Data Governance helps organizations understand their ever-growing amounts of data in a way that scales with growth and change, so that teams can trust and use their data to improve their business. The......

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• Western Europe

Revenue growth Customer acquisition, product innovation, promotion analysis and pricing optimization. Operational efficiency Supply chain optimization, production inventory efficiency, marketing and sales efficiency, service optimization. Risk mitigation Data privacy compliance, PI data discovery, policy enforcement, vendor risk management. Data modernization 3rd party data sourcing, data lake optimization, report/system consolidation, reference data management. Collibra Data Intelligence Cloud Import all of your data......

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• Oceania
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Enriched context Drive confidence and trust in your data Data lineage reveals how data transforms through its life cycle across interactions with systems, applications, APIs and reports. Collibra Data Lineage automatically maps relationships between data to show how data flows from system to system and how data sets are built, aggregated, sourced......

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• North America
• Oceania
• Western Europe

Predictive, continuous, self-service data quality Data teams are often constrained by manual rule writing and management, with limited data connectivity and a siloed view of data quality. With predictive, continuous and self-service data quality, organizations can centralize and automate data quality workflows to gain better control over their end-to-end data pipelines......

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• North America
• Oceania
• Western Europe

Discover the benefits of the Collibra Platform The Collibra Platform empowers enterprises to find meaning in their data and improve the quality of business decisions. On one shared platform, both IT and business users can collaborate to create a data-driven organization using the suite of Collibra products. Open, scalable platform for a robust data......

Model your business Recognising the complexity of your business, we have designed the CoMetrix system to maintain an intelligent model containing an unlimited organisational hierarchy that matches your business. Your model contains all your information about your entities - licensee(s), practices, advisers and clients and much more - in one integrated......

Commcise BUY enables investment managers to transform their processing of commission sharing agreements by providing a single integrated platform that supports reconcilliation, invoice management, broker voting, commission Management and reporting....

Gabriel reporting becomes so much simpler as the system will produce the totals required for your RMAR / RegData report. Key Features: Supports commissions and fees Commission rules Simple receipting Powerful reporting Regulatory reporting ...

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• Western Europe

We use scanning, OCR and data capture techniques to extract the required data. Using the data we create commissions files. These files can then can be imported into back office systems to reconcile commission against expectation, similar to an EDI transmission. The solution. IFA Dataflow has developed a service that can extract......

Commission Express is an innovative new service from IFA Dataflow. It enables commission administrators to instantly convert .xls files from providers into .csv files that can be imported directly into back office systems such as Intelligent Office and Adviser Office. Increasing productivity and reducing the time taken to process commissions....

Efficient and accurate management of revenue streams can be difficult and time-consuming when you don’t have the right tools. If you're looking for flexible and powerful software, offering end-to-end support for effective revenue management, look no further than CommPay.   CommPay effortlessly streamlines and automates all areas of your revenue management,......

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• Africa
• Asia
• North America
• Oceania
• Western Europe

We've Built the Perfect Place to Connect Chalice community isn't a social media platform. It's a hub for connecting with influencers, staying on top of industry news, sharing experiences and solvings issues. Join the conversation - socialize industry news and trends in a private digital community Learn from others - gain valuable insights......

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• North America

Automate incentive compensation management processes for efficiency, accuracy, and visibility. Our compensation and commission accounting tools are flexible and configurable and simplifies advisor comp planning and administration. Tracking, calculating, and paying commissions is easy regardless of the uniqueness or complexity of a firm’s compensation program. Trrack All Revenue Sources Our technology platform......

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• North America

Save Time for the Backoffice Eliminate the days-long turnaround from billing to payouts. Calculate compensation for advisors in a matter of minutes and reallocate time to other areas of your business. Give Advisors Full Transparency Provide in-depth revenue reporting to both advisors and administrators. Less questions from advisors about accuracy, and more insight......

relevant regions

• North America

Finally, compensation management software for the financial services industry. Sycamore is a flexible and simple financial application software designed to handle all of your compensation needs. Sycamore Company’s Compensation Management Software has a rules based structure that allows for unlimited compensation scenarios and can support multiple lines of business within a single organization including......

Now, more than ever, you need a strong technology partner to navigate the new rules and regulations and the rapid pace of change in all aspects of your organization. We continually upgrade our trade surveillance and compliance solutions to ensure our clients remain compliant with the financial industry’s rules and regulations.......

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• North America

Our customers use the Compliance.ai solution to establish a centralized regulatory change management command center and to automate and manage standardized processes for the entire enterprise. Monitor Save time and reduce all the noise and chatter with an automated, real-time, personalized stream of the latest regulatory content from thousands of sources across jurisdictions, documents types, and industry......

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• North America

Review with confidence Enjoy tools designed to make you a great marketer while meeting every aspect of your regulatory responsibilities. Receive automatic notifications of new changes Gain access to a private website URL and print-friendly documentation Quickly identify content differences with our compare tool Request and approve changes Rest easy knowing that your advisors submitted changes won’t be......

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• North America

Next-Generation Rules Engine Traditional compliance solutions fail to highlight critical policy violations because of an inability to source data from disparate systems. To solve this industry bottleneck, STP has architected a cloud-based rules engine that can easily centralize unstructured data through extensive system and API integration. The flexibility of our rules engine has......

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• North America

Policies and Procedures Management Create and review policies, upload supporting files, archive content, and flag discrepancies with ease.  Disclosure Management Generate disclosures specific to each of your firm’s representatives and ensure your firm is exercising reasonable diligence, care, and skill in making recommendations.  Monthly Compliance Solution Confidently stay in compliance with our monthly compliance solution.......

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• North America

Act on real-time intelligence Advanced analytics allow you to gain breakthrough insight into risk and operational models for your organisation. Act on real-time intelligence to optimise risk management and meet regulatory requirements. Improve modeling accuracy Predictive modeling helps you radically improve risk analysis, accuracy, and agility for your financial institution, fueling innovation with......

Preclearance and Disclosures Establish a digital process around the submission of preclearance requests and disclosures with a full audit trail of associated communications and outcomes. Trade Monitoring and Testing Follow your employees’ trade activity to prevent and proactively identify the potential misuse of material non-public information (MNPI). Certifications and Attestations Easily build digital certification or......

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• North America
• Western Europe

Vestorly Intelligence Center® Vestorly’s Intelligence Center® is an advanced control panel that enables your team to configure, control and supervise all account activity of representatives and their audience. Monitor all accounts in real-time, while accessing enterprise-level intelligence across your organization. Whitelist and blacklist in order to approve or deny any content......

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• North America
• Oceania
• Western Europe

Promote Accountability. Reduces Risk. Flexible. Secure. ControlOps© is an auditor approved key application that eliminates the need for paper backup and manual checklists, shows a compliance calendar, establishes clear responsibilities and authority, and enables efficient operational control and oversight in all areas of the investment management operation. This application can support multiple audit and regulatory......

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• North America

“Leadership is a conversation,” says the Harvard Business Review. It is, indeed. But conversations that go uncaptured won’t lead anyone anywhere. Copytalk delivers to enterprises precisely what they need to make the most of their conferences, meetings, and impromptu conversations: transcriptions that are thorough, accurate, and cost-efficient; prepared and delivered by means......

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• Western Europe

Our message to fintechs passionate about offering innovative, integrated services: We invite your interest in exploring collaboration with Copytalk. If you’re a fintech, collaboration with us makes good sense. Copytalk serves the need for simplicity, agility, mobility, and security with novel technology that complements yours. After all, what lover of mobility......

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• North America

Holistic Wealth Management/Advisory business model is one where Advisers serve customers taking into account their entire financial and personal circumstances. Here we are talking about reinventing the old high touch business model for the digital age through superior client portal digital experience and automation of many Adviser tasks, such as......

Act on Market Opportunities with Data Analytics Our unique and timely source of consumer spending trends and income analytics empowers corporations: To uncover market trends early Identify key business drivers Spot growth opportunities Mitigate potential risks Plan business strategy with confidence Insights into competitive landscape and customer affinity through unique consumer spending trends and income data analytics......

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• North America
• Oceania
• Western Europe

The Couplr fintech lead generation solution was specifically built for financial companies and their financial advisors. Couplr is a byproduct of frustration, first hand experience, need, potential, data science, and the human connection. Financial advisors and the companies they represent want to help as many clients as possible, but with......

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• North America

Discover the combined power of all your data to drive better outcomes by connecting directly to Salesforce and external data from one place. Find patterns and experience actionable insights specific to your business, and infuse them into every process. Drive better outcomes with a full understanding of what happened, why......

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• Africa
• Asia
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• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

At a glance 80+ customers delighted 450+ projects completed 5/5 Star AppExchange rating 140.6+ miles of whiteboard How we help Expert guidance throughout your CRM project lifecycle We are big thinkers who know how to roll up our sleeves and get it done. Whatever your goals are, we ensure your success along the way, from business case......

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• North America
• Western Europe

Leave no client behind Provide each client a personalized approach by efficiently capturing and utilizing previous meeting notes, key discussion points and following through on action items. Scale your business faster Standardize and automate key processes, including client on-boarding, to avoid spending time on repetitive tasks. Centrally manage each advisor's activity from one......

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• North America
• Western Europe

Buy Bitcoin and 250+ cryptocurrencies with 20+ fiat currencies Access, manage, and spend your funds anytime with the Crypto.com Visa Card...

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Curium’s core business process modules, CuriumDQM and CuriumEDM, bring a level of control and visibility over key data management processes that are essential to the efficient business operations of financial services firms. But how do you know that the processes you put in place are effective and supporting the data......

Never miss an opportunity to help your clients Simple phone system Modern text inbox synced with your CRM/ Call and text your clients with our web-based phone system. No training required. Broadcast messages Reach more clients with a text broadcast. Promote a client appreciation event, send a holiday greeting, or share a company update. Send......

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• North America

It’s designed around the simple principle that if your people know how to behave better online, they will be more secure and so will your business. CybSafe educates your employees through intuitive learning via a range of short structured modules, containing thought provoking content, designed to optimise behavioural change. Through intelligent software and proprietary analytics, CybSafe learns individual knowledge levels,......

Broker-dealers and RIAs receive and process financial data from a myriad of sources. Sources include clearing providers, direct business (“check and app”), and third-party marketers. This data comes in various formats due to a lack of industry standardization. Firms need to transform this data into a consistent and accessible structure......

relevant regions

• North America

Financial regulations such as BCBS 239, FSCS and FATCA require financial firms to embed data quality management, including data profiling, data provenance (lineage), monitoring, reporting and escalation procedures. But keeping on top of this is hard, and many institutions have existing IT-focused tools that require programming experience and lengthy change......

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• Western Europe

De-identified matching Gain deep customer insights with transparent multi-field matching, enabling smarter user experiences to be crafted. Data packaging Realise the true potential of partnerships with tools that ingest, prepare and package data from disparate sources. Legals and licenses Utilize a Common Legal Framework and project-based license terms to ensure compliance and secure the use......

relevant regions

• Oceania

Tableau Data Management helps deliver trusted, self-service analytics by scaling data automation and operationalization throughout the entire data and analytics lifecycle. Enrich the platform’s governance and security features while bringing together the power of data preparation and cataloging to make it easier to discover, understand, connect, and trust your data. Tableau......

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• Africa
• Asia
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• Eastern Europe
• Middle East
• North America
• Oceania
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• Western Europe

Data transformed into knowledge We can design processes that visualise data processing, design and create a solution from scratch based on existing mathematical models and using components to connect them with each other. We will also work together with your domain experts and empower them with technology to support their analysis procedures and decision-making processes in your......

relevant regions

• Eastern Europe
• Western Europe

Your needs Expand your business into new markets Assess the atractiveness of different markets, incl. work and living conditions, the readiness to adopt your product and the overall competitive pressure. Exploit your competitive advantage Competitive analysis is an essential aspect of your business strategy. Systematic competitive profiling is a core aspect of successful businesses. Increase your......

This onerous and sometimes complex task can now be completed in just a couple of clicks with DCI Transaction Reporting Reconciler. Users can immediately drill down on any reported items to investigate, while DCI Transaction Report Reconciler generates a full audit of the reconciliation run, providing evidence of all reconciling and......

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• Western Europe

Jointly built by Bain & Company and CEPRES, DealEdge is a powerful, intuitive digital advisory product that gives private equity investors unprecedented insight into which deals have the most potential and where hidden opportunities exist to create value. Manage your deal pipeline Triage your deal pipeline and focus your efforts on the......

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• North America
• Western Europe

Deal teams are constantly exploring, researching, and assessing potential deals to identify the best investment opportunities that drive the greatest return. Backstop’s platform combines data, document, reporting, and pipeline management capabilities to help deal teams review and assess opportunities with speed and accuracy. Benefits Monitor and optimize the progression of investment deal......

relevant regions

• Asia
• North America
• Western Europe

Built with a no-compromise approach What does it mean to be built on a no-compromise architecture? It’s not just one thing, but many key capabilities all aligned to deliver differentiated value from machine data to move operations teams forward. What's delivered with a no-compromise architecture Scale—no re-architecting required The platform’s cloud-scale architecture grows with......

Today’s wealth management finance function can not simply exist to churn out standard month end reporting. Instead, finance must analyse, understand and predict in full alignment with the business. We have taken IBM analytics technology and pre-built fully integrated modules for:  AUM reporting Financial reporting Industry specific planning models Capital adequacy Vast volumes of data can......

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• Western Europe

Automate more by increasing digital worker utilization Director enables organizations to automatically assign work to their digital workforce based on business value. By reducing manual work scheduling, your digital workers are no longer waiting for work and can therefore perform more tasks. What can Director do for you? Prioritize work based on business value -......

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• Africa
• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

Convincing the best advisors to join your team requires overcoming a major hurdle: the transition process. Transitioning a book of business to a new broker-dealer or RIA can take 3-6 months, involve thousands of forms, and usually results in NIGOs and other compliance issues. During this process, advisors are faced......

relevant regions

• North America

Document management in the wealth management industry is a challenge. Going paperless is a must, but most cloud-based solutions don’t integrate with financial services software and could leave you open to SEC and FINRA compliance issues. Docupace uses government-grade encryption to help you maintain security and compliance. With Docupace, you can......

relevant regions

• North America

Most financial services organizations have already built a rich store of customer-related and operational data. But data alone cannot help you make more informed business decisions and market more effectively to customers. To transform raw data into meaningful insights, you need a modern, easy-to-use tool like Doxim Business Analytics for......

Improve financial documentation: balance paperwork demands and regulatory compliance efforts Busy financial service professionals face significant paperwork challenges. Increased regulations mean more scrutiny towards document compliance. There is a better way. Improve overall efficiency using Dragon speech recognition and create detailed financial documents – all by voice. All while keeping customers......

Designed to take teamwork to the next level Space for sharing and collaboration Advanced security features Dedicated live support Dropbox Business helps your company grow without limits, while you keep complete control of important company information and user activity. The best way to work together The Dropbox experience loved by over 500 million users, with powerful......

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• Africa
• Asia
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• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Producing real-time, data-driven insights has never been easier Dundas BI is an exceptionally flexible, end-to-end business intelligence platform that simplifies the entire analytics process and empowers everyone to visualize and analyze data Powerful analytics for effortless data analysis Dundas BI helps enterprises and software vendors strike while the iron’s hot, by transforming raw......

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• North America

How much is lack of control and poor visibility of increasing workload costing you? Are you losing customers because you aren’t achieving your SLA’s? Are you experiencing increased staffing costs? Do your current systems create a risk of regulatory non-compliance? Effectively manage high volume workloads Identify Use your historical data to identify operational priorities. Model Using team and......

Accounting complexities can cause headaches, but commission miscalculations can cause misunderstandings, erode confidence internally, and deflate the morale of your reps, especially top producers. EAI’s Commission Module permits everyone – you, your reps, and regulators – to have quick, secure access to accurate information no matter how complex your commissioning......

EAI’s Referral Management Module is a powerful sales management tool that enables both platform and sales personnel to capture and follow up on referral information efficiently. Sophisticated tracking enhances your ability to respond promptly to customers, fulfill their expectations, and convert referrals to investment product sales!...

On-the-go access Smart phone and tablet compatibility for on-the-go meetings. Web-based solution that successfully operates on both Mac and PC. EarnWise in action ...

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• North America

What is document management? Document management is an automated way of organizing, securing, capturing, digitizing, tagging, approving, and completing tasks with your business files. Because advanced DMS, like eFileCabinet, handles the business processes for you, you can spend time on the work that you love. The power of enterprise—for any size The only......

Built on Polkadot, Efinity will serve as the infrastructure for the decentralized, cross-chain Metaverse....

How does it work? Let's start with our Scoredcard. It is one picture that tells your prospect's entire financial story in 11 simple metrics.  Sexy. Modern. Exciting. Beautiful design and intuitive usability are core values at Elements. Your clients and prospects will feel the difference. Business Growth Tools The Elements Scorecard, Easy-Invites, 8-Minute Prospect Onboarding, and communication tools......

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• North America

Vastly Improve Productivity with Automated Worfklows Leverage comprehensive data to increase advisor situational awareness and prioritize higher-value client actions. Supercharge productivity and connect your preferred advice tools. All the Features You Need Correct and complete CRM details automatically Digital Onboarding Portfolio Management CRM KYC Custodians Security ...

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• North America

As of the 9th of December 2019, UK firms are required to adopt the Senior Managers and Certification Regime (SM&CR) introduced by the FCA. The Regime aims to increase individual responsibility and improve clarity of responsibilities within firms, which will not only improve how firms are governed, but will also......

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• Western Europe

At last intelligent timesheets that watch you work and create entries for you!...

A comprehensive investment operating platform designed to support all major asset classes and investment vehicles across diverse strategies and jurisdictions. You need to master an increasingly complex business. We provide organizations like yours with the advanced technologies; fast, accurate processing; satisfying client experience; and deep industry knowledge to help you do......

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• North America

This all-encompassing solution extends to every facet of fee-for-service financial planning, including billing, compliance, oversight, agreements, and beyond. Enterprise features: Home office portal Options for invoice approvals Customizable advisor permissions Oversight of plan deliverables Sort advisors into offices with their own admin and branding Custom processes and workflows API and webhooks Dedicated enterprise relationship manager Due diligence ...

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• North America

This Is the Solution You’ve Been Waiting For No customization required Specifically built for insurance & financial advisors Built-in pre-filled and fillable industry forms Gateways & data integrationCompliance automation & collaboration Loaded with all the features advisors need, without irrelevant extras Prebuilt, Deployed and Ready to Boost Productivity Auto-Integrate Your Book of Business Into the CRM Seamlessly pull client......

ERIC is our proven GRC solution that automates your GRC activity and improves your Risk and Compliance Management. Intuitive Interface ERIC is a highly intuitive and interactive platform. All modules are interlinked, as relevant, enabling your GRC team to have an overarching view. Interactive Dashboards ERIC has a rich reporting functionality that includes interactive......

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• Western Europe

Empowering banks, insurance, real estate, and asset management companies to make informed decisions and drive sustainable growth. Our comprehensive ESG ratings deliver transparency and insights for property portfolio management, benchmarked to national and international sustainability standards. AI-powered data management and advanced data analytics allow our clients to optimize their portfolios,......

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• Africa
• Asia
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• Central America
• Eastern Europe
• Middle East
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• Oceania
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What is the E+ solution? Support for banking employees in the fields of controlling, sales and risk in financial reporting, with over 25 standard reports from the modules Contribution Margin Calculation, Cost Accounting, Inflow of New Funds/Internal Transfer and Volumes/Quantities Specialist components such as Sales Management and Credit Risk Management which can......

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• Western Europe

The Essentia Insight service was designed for equity portfolio managers, discretionary traders and analysts – and the people who care most about helping them make the best investment decisions they can. It’s a data-driven feedback loop, comprised of both technology and human consulting, designed to measurably improve investment decision-making without creating......

Etops for banks Private banking Etops delivers tailor-made reporting and data warehouse solutions, interactive dashboards for management and client information, mobile apps, and much more … contact us for more information. EAM desk Etops helps to tackle the ever-increasing demands raised by the external asset managers by establishing multi-banking interfaces and appropriate back-office services together......

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• Western Europe

Why choose E*TRADE Advisor Services? We’re dedicated to helping independent advisors like you optimize your business and better serve your clients. You can count on us to focus on your business, your brand, and your success. Expertise and guidance when you need it Whether you’re a new or seasoned RIA, we deliver......

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• North America

Are your strategies top of mind with gatekeepers? Which firms are you really competing against? Is your consultant outreach effectively building interest in your products? You have hunches about these questions, but eVestment Advantage actually has answers. With data on the products consultants and investors are researching, comparing and charting, you can: Measure your......

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• Asia
• North America
• Oceania
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It’s all about context – the more you have, the smarter your distribution game-plan will be. Market Lens gives managers line of sight into the broader context of the institutional marketplace with intelligence on: What investors are thinking  (from allocation targets to fee discounts) What competitors are selling  (how they’re pitching their products) What consultants are saying  (from......

Performance data is critical to success, whether used by investors to identify true drivers of value and make better fund investment decisions, or by managers to better understand their performance, articulate their story and enhance investor relations. Yet the process of analyzing and reporting on fund performance can be time-consuming and......

First Rate ExecView is an automated oversight and surveillance solution for wealth management firms. It allows you to analyze advisor performance and risk exposures, assess trends and identify outliers and exceptions, as well as meet your firm’s surveillance needs in the context of increasing regulatory scrutiny. Firms can customize views by using filters and select......

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• North America

Web Measure site activity to better understand the actions people take and to see powerful, aggregated demographics. Use all of the features, such as funnels to measure conversion, cohorts to measure behavior over time, and demographics and segments to better understand particular audiences. Apps Get aggregated demographics and rich insights, like how many......

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• Eastern Europe
• Middle East
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We help you plan for your own future. Career options start with relationships  Set your target Find firms based on location, characteristics and what they offer advisors. Compare firms View full details on each firm and evaluate your interest level. Make connections Request a connection with a firm you may be interested in. Build relationships Schedule a call with......

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• North America

Maximize deal flow Better focus your time, and review more deals, by tracking and managing all pipeline and investment activity from one single, easy to use dashboard. Simplify portfolio monitoring Optimize your allocations by breaking down co-investments, private equity, hedge funds, VC and more. Drill into each asset class to view performance and......

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• North America
• Western Europe

Wealthy families outsource wealth management to Assure Wealth We handle all administration related to the family's assets. Our assistance includes paying bills, accounting, and servicing asset managers, accountants, and lawyers. Plus what else do you need for financial and administrative services? Assure Wealth performs all types of accounting tasks and controlling related to wealth......

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• Western Europe

Run and grow your business the way you want to We’re here to help established advisors scale, not treat you like a salesperson. We provide everything you need to succeed, and then step out of the way. More time planning futures, less time filing papers Our dynamic platform takes care of busywork, so......

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• North America

Silver Fee Billing is the essential adaptable fee billing platform. Configure flexible methodologies Simplify assignments & overrides Streamline billing groups Collect fees on times Eliminate intra-period fee leakage Provide fee and revenue clarity ...

relevant regions

• North America

This solution supports flat and tiered fees on assets and amount-based fees, transaction fees, taxes and levies. It is fully configurable across different time periods, frequencies (e.g. one-off versus ongoing), hierarchies and schedules....

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• Western Europe

Fee Manager is an automated, cloud-based fee billing system that provides analytics, advisor insights, security, accuracy, and reliability. It’s scalable and customizable, enabling multi-access user levels in both front-office and back-office views. As your firm grows and more competitors adopt advanced billing technologies, Fee Manager gives your firm the smarter billing advantage. Fee Manager......

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• North America

At FeeOnlyNetwork.com, we embrace this lofty ideal: The only financial advisor who can truly provide unbiased and objective financial advice, financial planning and investment management is an independent financial advisor (Registered Investment Advisor) operating under a strict fee-only compensation model, as defined by the National Association of Personal Financial Advisors (NAPFA)....

At a glance 65% revenue growth over 5 years - a large bank launched a new fee-based program on our platform. 60% of top 50 Canadian advisors - they rely on us to accurately calculate their fees and prevent revenue leakage. 0 regulatory fines - none of our clients have been fined by regulators for incorrectly......

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• North America
• Western Europe

Fin365 financial planning software is enabling modern businesses to realise a new potential. Revolutionary business intelligence and management systems deliver enhanced team performance, increased client engagement and reduce business risk. Fin365 Features Client Management Business Intelligence Web Portal Revenue Management Workflow Management Document Generation Third Party Integration   ...

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• Oceania

Increasing complexity and dependency on financial information and system providers are making it more and more difficult for financial institutes to react quickly to, and to optimise costs for, the realities of the market. By choosing Financial Information & Trading Services from Swisscom (in collaboration with Information Performance), you will......

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• Western Europe

Our financial messaging solutions include: Financial data format transformation Gain significant data transformation efficiencies with complete interoperability and business flows integration for corporations and financial institutions. Financial market data management Enable comprehensive multi-provider market data selection and acquisition for valuation pricing, corporate actions processing, cost control, and securities master file maintenance. Financial transactions reconciliation Seamlessly incorporate......

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The Management Suite is thus the complete instrument for bank and risk management. It pools analyses and reports and in addition, its functionality covers the ever-increasing compliance requirements in the banking sector....

First Clearing is a premier clearing and custody services business, serving broker-dealers and registered investment advisors nationwide. Driven by a strong and abiding commitment to the power of relationship, we help our client firms create and grow successful businesses. Through our affiliation with Wells Fargo & Company, we provide access to......

focus:progress is our enterprise-class training and professionalism system. It gives you a holistic view of your organisation's T&C, testing, learning and development. focus:progress delivers learning media, CPD courses, testing facilities, supervisory monitoring and reporting to enable you and your workforce to evidence competency, study for professional qualifications and develop skills and knowledge. The content within focus:progress is benchmarked to QCF Level......

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• Western Europe

Forum 360 is a new world integrated research, sales and distribution platform for products and services distributed wholesale. Companies who use Forum 360 are making a step change for the better in customer experience direct, in collaboration with their distribution partners and with our network of distributors. Using Forum 360’s......

Each year, a significant number of claims go unfiled, leaving money on the table for investors. Are your clients’ assets protected? Over the last several years, there has been a massive rise in securities class action suits being filed with no signs of it slowing down. At the same time, regulatory......

What is FundBlast™? Delta Data’s FundBlast™ is the new connection portal that allows for secure communication between funds and their distributors (broker-dealers and fund service providers). Our cutting-edge software allows you to replace your existing “Blast Fax” or dealer product change communication emails, all the while enhancing clarity, and reducing risk......

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• North America

Gain fundraising traction Outpace rivals on the fundraising trail by building intelligence on LPs, creating structured processes for nurturing prospects and ultimately earning investors' trust. Optimize your engagements Institutionalize your IR strategy and stand out to investors using Navatar's proprietary relationship management workflows. Measure all touchpoints and leave no LP ignored. Leverage institutional memory Develop......

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FundPortal is the modern way to market your funds Streamline your workflow, delight your clients. Scale your investor relations Identify and manage engaged clients with an intelligent CRM designed for hedge funds. Build your brand Maximise your marketing efforts with a customisable client portal that can be accessed through your website. Enable intelligent fund analysis Delight and......

Account management View and search through client accounts in a variety of simple ways including name, tax id, or account number. View details, history and account demographics with a single click. View and manage all aspects of an individual account from one easy and intuitive workstation. Trading Quickly and efficiently trade on an individual......

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• North America

Empowered by our relationships across custodians, IBD’s, regulatory firms, law practices, technology companies, asset managers, insurance companies, digital media, marketing/PR firms, we work closely with the industry’s leading firms for your benefit. For enterprises, we offer access to our executive business leaders for management consulting and strategic partnership opportunities. Our clients’......

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• Western Europe

Trading Supervision Instantaneous connectivity with 2500+ institutions including transaction history, allows you to automatically flag potential violations across all of your employees accounts, providing a holistic portfolio view and restriction management application. Attestations Track your employees outside business activities, political contributions, and gifts & entertainment with easy to use, configurable templates that allow......

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• North America

Compete with disruptors and grow brand loyalty Digital disruptors are challenging traditional banking, wealth and investment management institutions. Customers rarely visit their branch, either preferring to do their banking remotely or opting for a digital-only bank. Customer expectations have skyrocketed, and it’s easier than ever to switch banks online. This increased competition......

International trade is continuously growing and gaining awareness of the creditworthiness and capacity of foreign companies you enter into a business relationship with is very important. To minimise your risk when extending credit, it’s essential to have a quick and easy way to understand the current financial health of all......

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• Western Europe

18 million worldwide users per month For scale: That is like the entire city of New York using GoToMeeting video conferencing every month. 80 million online meetings per year And growing since we started in 2004. Count on us to make your meeting matter. Close deals 20% faster 9/10 customers close deals 20% faster on......

GoToWebinar erases the headache and hassle from webinars. No matter your goal or skill level, you’ll quickly see why so many love GoToWebinar. Go from preparing a webinar to presenting in fewer steps – and have a lot of fun along the way. Why GoToWebinar is the trusted leader 2.7 million webinars......

Ensure that the organization is in compliance to all the regulatory requirements by keeping track of regulation, centrally administering policies and procedures to address the regulations, providing forms for the staff to report and take approvals for various activities including pre-trade requests, private placement requests, gifts, political contributions, their outside......

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• North America
• Western Europe

GRACE Vendor risk helps manage information on all third party / vendors, their locations, SLAs and conduct due diligence on their processes. Periodic / continuous monitoring of vendor’s data management processes, business continuity, security management and compliance to regulatory expectations are necessary to identify risk trends and take corrective action The......

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Continuously updated, the product fulfils all requirements according to the latest specification of the Swiss Federal Tax Administration FTA: "FATCA Information Delivery - Technical Specification and User Guide"....

Make decisions faster, face to face Use shared calendars to see when others are available and schedule meetings with automatic email invitations. With one click, turn your meeting into a video conference from any camera-enabled computer, phone or tablet. Share your screen to review your work as a team and make decisions on the spot. Collaborate in real time. Easily work......

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• Asia
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• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Holocentric provides a holistic view of strategy, processes and customer touchpoints that supports collaboration and decision making in a DTO. Why have a Digital Twin of your business? The old saying that ‘the only constant is change’ has never been truer than today. Organisations are complex yet they must be agile in......

Designed to be the industry benchmark, this platform gives financial institutions the control, visibility, and agility to manage accountability throughout the firm – and comply with the Senior Management Regime, Certification Regime and Conduct rules....

IdeaScale is an innovation management solution that links organizations to people with ideas. Those ideas can change the world – not just your business. Find ideas to aid in digital transformation, to face the age of automation, to fight climate change, inequality and beyond. Connect to the ideas that matter......

Ideas are the beating heart of every organisation – and idea management is a proactive way of capturing, refining and realising them to build a better business. With effective idea management comes market-leading innovation. You’ll discover untapped business opportunities, identify areas for improvement, adapt your strategy to emerging priorities and find......

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• Western Europe

Routine servicing and changes are constantly being performed on accounts; so why does each have a separate process? IFS Maintenance finally creates one point of entry and a consistent process for transactions, enabling dozens of client, household, and account data points to be updated with a single request. Updates can......

relevant regions

• North America

To attract and retain top advisors, you need a digital onboarding experience that is transparent, simple, and that shows your dedication to a great relationship. IFS Transitions creates an initial experience with your firm that imports accounts quickly and correctly. Separate dashboard capabilities can create a new, higher level of......

relevant regions

• North America

Political Contribution Compliance Real-time political contribution monitoring and intelligence to ensure pay-to-play compliance with SEC Rule 206(4)-5, MSRB Rule G-37, FINRA Rules 203 & 4580, CFTC Regulation 23.451, as well as state and local pay-to-play regulations. Public Records Search Real-time search, across thousands of public records datasets. Public Records Monitoring Search and monitor any public......

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• North America

Imago Administration has been designed for the personal pension, SIPP, and group markets providing an enhanced administration platform for income drawdown, annuities, SLI (Secure Lifetime Income funds) and scheme pensions. Imago Administration drives cost lower and delivers greater efficiencies to create more productive environments.    Imago Administration incorporates: Client search, onboarding and policy setup Transfers-in......

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• Western Europe

Immersive Labs is a Software as a Service platform Our SaaS platform ensures you get all the features of a cyber range, without moving from your desk. Our labs are delivered through a browser which ensures you can get up close and personal with real world security scenarios, anywhere, anytime. Browser based......

Grow your list Capture leads automatically through built-in landing pages, convert more visitors to leads, and automatically add new leads to your contacts with advanced segmentation. Increase lead conversion with powerful follow-up 82% of users increased their conversion rates using Infusionsoft. Powerful segmentation—delivering the right message to the right person Bullet proof automation to make......

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• North America
• South America
• Western Europe

Insa Management Dashboard is a very easy to use interactive web tool which allows you to drill down into client portfolios....

Get the competitive edge Experience the benefit of Insight, with Umalut’s visual business intelligence (BI) dashboards. Visually presenting real-time data from every area of your business, a BI dashboard enables you to make reliable and informed business decisions that blow away your competition. Why Your Business Needs Insight Get the full picture How can......

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• Oceania

Free up time to focus on your business Managing a business is hard work – but intelliflo office can save you time, money and stress. Whatever the size of your firm, intelliflo office provides a streamlined business management system tailor-made for financial advisers. Accessible from anywhere, any time, this office management software takes......

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• Asia
• North America
• Western Europe

Accessible from anywhere, intelliflo portfolio eases the workload of portfolio management, improves the client experience and allows you to focus on growing the business....

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• Western Europe

Our world-class Intelligence Center gives you fully-integrated access to deep, sector-specific intelligence, real-time news, powerful analytics, and time-saving workflow and collaboration tools. Our Intelligence Center is tailored to your industry and designed to help you with your key strategic activities. Market intelligence Innovation & new product development Strategic planning and M&A Marketing & product management What......

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• Asia
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• Oceania
• South America
• Western Europe

Interact is a scalable, real-time, human-to-digital collaboration platform that is designed to address more complex processes that require either manual initiation, or cooperation between human and digital workers. Close the automation gap - No more unattended automation! Manage end-to-end automation processes that require human intervention.Great for multiple scenarios Manageable, no-code forms - Easily......

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• Africa
• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

Investment analytics: Control exposure: This module gives advisors the ability to understand the exposure of their client book along various dimensions, for different levels of aggregation, from individual portfolios to the book level. Spot and act on trends: The client advisor can create multiple queries on filters such as instrument, position, client......

Get paid faster Stripe’s online invoices provide an optimised experience across mobile, tablet, and desktop. Most Stripe invoices are paid within three days. Easy to get started Create, customize, and send a Stripe-hosted invoice in minutes – all from the Dashboard with no code required. Configurable for any use case Collect one-time or recurring payments......

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• Asia
• North America
• Oceania
• South America
• Western Europe

Add value to your client's relationship Improve service level to your clients Allow client financial implication Increase control process Collaboration between service provider and client How can IODD work for you? A. Taking care of many clients? Create all your employees and give them rights Connect all your clients Attribute your clients to your employees IODD will help you to manage easily......

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• Western Europe

IRIS is the simple, cost-effective one-stop automation of a complex regulatory requirement on Balanced Scorecard (BSC) Framework for the remuneration of financial adviser (FA)’s representatives and supervisors prescribed by the monetary authority of Singapore (MAS) as one of the key outcomes from the Financial Advisory Industry Review (FAIR).  IRIS is intended......

relevant regions

• Asia

Using jCore will also allow your firm to get ahead, and stay ahead of regulatory audits. jaccomo’s systems integrate internal and external data onto a single, secure platform. In addition to CRM and calendaring, the system provides new account opening, e-forms, workflow and reporting tools. jCore has process management and commissions......

Adviser Professional incorporates all of the capabilities of the Adviser Essential suite of products and gives the ability to choose additional options to deliver a tailored solution that best fits your business needs. Administration The comprehensive administration software enables you to effectively manage your client & policy administration, real time valuations and core back office requirements. Financial planning Using the......

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The one size fits all sharing solution. As your company grows, take advantage of our simple per user license model and personal onboarding options. Want to share join.me with another team? No problem. You can add an additional user or an entire global office in just a few clicks. Plus, join.me integrates into all the......

Break down data silos  To thrive in today’s hyper-competitive environment requires data that is accessible, timely, analyzable, and actionable. Despite their strategic embrace of big data and machine learning, for many the data remains locked down in organizational silos and legacy systems, impeded by people and processes or slowed by inefficient......

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• North America
• Western Europe

You advisors and team managers will be able to: • See their entire book of business and manage clients • Process forms and respond to workflow inquiries from the back office • View active and historical compensation statements • Export transactions, positions, accounts and contacts • Calendar events • See key performance indicators via our dashboard ...

Automate CLM due diligence and tasks with Karbon, so your team can focus on high-risk processes and value-add services The Karbon end-to-end client lifecycle management platform uses cognitive computing, artificial intelligence, and contextual analytics to generate the needed business intelligence to automate processes. Karbon accurately and automatically aggregates and processes structured,......

All your client info organized on all your devices Add your contacts and leads to Keap then sync your Outlook and Gmail to manage everything from all your devices. Easily pull contact details into Keap from your iPhone, a spreadsheet, a form on your website, even from business cards, for an......

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• North America
• South America
• Western Europe

Lost leads are lost business. Automation can fix this. Keap Pro features Campaign Builder, a customizable platform to create marketing automation workflows that nurture leads to loyal customers. Includes built-in lead must-haves like: Landing page builder with template library Customizable web forms Ability to create targeted, personalized email nurtures that are timed or action......

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• North America
• South America
• Western Europe

The first software in Australia to track and trace the delivery of every core financial planning process at practice and licensee level to the second. A step change in practice performance management, efficiency and profitability. Turn Around Time and Cost Per Unit of output for all key processes in your practice.......

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• Oceania

Configure an automated data feed from your investment accounts to your GL with intelligent, rules-based data management that improves the detail, accuracy and speed of keeping your GL up-to-date. Are you often delayed in providing your cash forecasting and investment reporting because you are spending too much time and effort keying......

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• North America

We built Knudge because we were spending a lot of time following up with our clients only to still have them not complete their assigned tasks. We knew we weren’t alone. Does this post-review meeting sequence look familiar? Assign your client tasks Set yourself reminders to see if they’ve been completed Figure out what’s completed......

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• North America

Find the information you need to run your business without ever leaving Salesforce: all objects and files, multiple orgs, SharePoint, Google Drive, databases, legacy apps, OCR, etc. Then turn your search into action through deep search automation. Kona Studio Consumer search is tailored to individual behavior, but organizations are more interested in......

What are the issues? Financial institutions are facing an increasingly complex product ecosystem at a time of intense regulatory scrutiny and cost pressures. The consequences for failing to address these issues are significant to both the organisation and their senior managers. There are three key elements increasing this risk: Large and increasing number of......

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KYC Review keeps customer records truly up to date through automated reviews, continuous KYC and smart monitoring. Let our system ensure the client information you have on file is always accurate, so you don’t have to. Automated case reviews Achieve perpetual compliance with anti-money laundering (AML) regulations across multiple jurisdictions. Let our system refresh all......

relevant regions

• Asia
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Laser App provides broker-dealers and RIAs with a simple approach to processing new business and service orders by automatically filling client information from leading client management and proprietary systems. Laser App can use the client information to populate order entry solutions or automatically retrieve and fill the latest version of......

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Cutting edge embedded reporting Create embedded reports with precisely positioned objects in.any layout imaginable and can scale effortlessly. Easily build custom reports for seamless embedding without any coding, while achieving secure high performance and efficient distribution. Embed highly detailed operational reports Developers can embed pixel perfect banded reports, with nested tables and visualizations,......

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• North America
• Western Europe

First to stop fast-breaking email threats MailGuard cloud-based email filtering is consistently between 2 hours and 48 hours ahead of the market in preventing fast-breaking attacks. With proprietary Hybrid AI (Artificial intelligence) threat detection engines, MailGuard predicts, anticipates and learns about new and emerging threats, and as a cloud-based security layer, MailGuard applies immediate protection to customers in 27 countries worldwide.  Compatible......

A fully managed secondary email system in the event of an outage MailGuard Live is a fully managed secondary email system that should feature in any business continuity or business recovery plan. It provides employees with continuous access to their email in the event of a primary email server outage. All......

Investment strategies are evolving and many advisors are looking to migrate their commission-based business to a fee-based advisory model. Converting commission-based accounts to fee-based accounts is a growing priority for investment firms today, and IFS's solution for managed accounts automates the conversion process. With IFS's Managed Accounts Solution, firms can simplify......

Leverage an enhanced manager portal to access key metrics that can drive better decisions on distribution and sales. Serving as a “virtual account manager,” you can gain deeper insight about your book of business, run day-to-day operations more efficiently, and most importantly, raise assets more quickly....

relevant regions

• North America

Discover why Marketing Cloud is the #1 marketing platform Data that’s actionable Customer Data Platform Marketing Analytics Personalisation that scales Marketing Cloud Engagement Marketing AI Personalisation Marketing that’s connected B2B Marketing Automation Customer Loyalty ...

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• Eastern Europe
• Middle East
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• Oceania
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• Western Europe

Find and trade everything from rare digital art and branded crypto-collectibles, to digital fashion and gaming items you can use in multiple worlds....

Employee compliance encapsulates many types of potential conflicts of interests. The MyComplianceOffice platform fully integrates functionality and data in a unique way to ensure nothing is missed and that you really Know Your Employee. ...

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• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

Management of third parties and their inherent risk has become an increasingly important and complex activity. Studies have shown that share price can be negatively impacted by up to 2.5% when a company’s vendor is prosecuted by an enforcement authority.  Most companies perform due diligence before contracting with a service provider. But......

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• Asia
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Capture, analyze, and act on customer signals–from conversations in the branch and call center to interactions across the web and mobile apps–and transform experiences across the omni-channel financial journey. Deepen relationships, motivate employees, and drive business growth and innovation. Deliver great experiences throughout the customer journey Arm reps with predictive insights so......

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• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Get the right app, right now Find top business solutions for your industry from Microsoft and select partners—including exclusive apps. Build on what you have Add new capabilities to your existing business applications. From Dynamics to Power BI, you’ll find solutions to enhance what you already use. Start with confidence Try any app for free......

Azure for banking and capital markets Drive innovative cloud solutions in banking and capital markets with Azure. Deliver differentiated customer experiences, drive real-time payments, manage risk across the enterprise and optimise financial crime prevention. Speed decisions with rapid risk analysis and deep insight Take advantage of unlimited, elastic cloud resources to drive stronger......

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• Africa
• Asia
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• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Drive digital transformation with a new approach to business applications Break down silos created by traditional enterprise resource planning (ERP) and customer relationship management (CRM) solutions for a comprehensive view of your customers and operations. Modern Drive business results with next-generation, multi-channel applications that infuse artificial intelligence (AI), mixed reality, social, and mobile capabilities......

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

The Xpedition Wealth Management CRM Accelerator seamlessly integrates with Office 365, Outlook, Exchange, SQL Server, LinkedIn and a host of other powerful third-party applications. The result is an advanced ecosystem that breaks down internal silos, increases productivity and sales revenue. It also helps you meet the ever growing compliance challenges.......

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Data services One of the biggest problems in business today is the disconnect between those who know how to prepare data for analysis, and those who make decisions based on the analyses and insights that data provides. You can bridge that gap and become Data Powered™️ through the right business intelligence......

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Meister develops smart and intuitive web apps that help teams of all sizes and industries turn ideas into reality. Our flagship products MindMeister and MeisterTask support a complete creative workflow – from collaborative brainstorming to agile task management. Founded by Michael Hollauf and Till Vollmer in 2006, Meister has an international......

Whether you are a wealth manager, financial adviser, planner or banking firm, Model Office is a concept that uses ongoing market and compliance-driven research to benchmark your working environment against 5 keys that demonstrate sustainable and professional best practice. This diagnostic test is the first stage in a process of strategic......

As wealth managers and financial intermediaries' grapple with managing consolidated revenue streams, business expansion and performance optimization has become extremely critical. MoneyWare Integra Revenue and Incentive Management System (RIMS) is an integrated product that encompasses revenue streams across multiple financial products and manages incentives of intermediaries and employees. The solution......

Your window into user behaviour Our intuitive UI makes analysing conversations and reporting simple Armed with our advanced communications surveillance portal, administrators and compliance teams can dive deeper into their organisation’s data, reconstruct trades and produce on demand reports for regulators. Communication surveillance Realise the power of surveillance It's time to start operating smarter. Save......

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• Asia
• North America
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Get more done with our all-in-one portfolio accounting and practice management software. We support your day-to-day activities with our billing, performance reporting, back office services, rebalancing, and account aggregation tools, powered by our independent data and research. The foundations you need for managing your practice Portfolio accounting and reporting Access your clients’ exposure......

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Reporting support where you need it Our solutions empower global firms to tell their story efficiently through print and digital reports. Create templates that align to your brand’s core value without losing the ability to scale the report creation and distribution processes. Outsource and scale custom report creation Morningstar Publishing System More effectively manage......

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Move forward & boost your market development When it comes to customer research, customer acquisition and customer investment analysis, relationship managers in the financial industry devote up to 65 % of their working time to time-consuming administration tasks and the generation of information. With move, we push your sales force to the next......

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Delivering the next The collaboration between Mphasis and Thomson Reuters is a transformational opportunity for the wealth management industry. Mphasis will now offer its back-office operations solutions to wealth management firms that use the Thomson Reuters BETA platform. These include services ranging from customer acquisition, account management through trade execution, portfolio......

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• North America
• Oceania
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In under 15 minutes* you can complete all sections of your Gabriel Report using MyGabriel. We work with industry experts to ensure we provide a great service to IFA’s across the UK and also work closely with the FCA to ensure any legislative changes are included in the software quickly, as......

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MyPerfectFinancialAdvisor is a new service that intends to be the premier matchmaker between investors and their ideal financial advisor. We strongly believe every investor should and can get a financial advisor and encourage investors to use our free service.  Studies from Vanguard, Morningstar, Financial Engines/AON Hewitt and others all prove......

Fact finds just got a whole lot easier Don’t waste time chasing incomplete information from clients. Automate the fact find process with the Form Fill wizard. Digitise your firm’s fact find and turn it into a wizard for clients to complete via the wealth portal Your clients will be prompted to update any......

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• Oceania

Through our partnership with Narrative Science, you can achieve even greater understanding from your data with Narratives for Qlik. Narratives is a Qlik Sense extension which automatically generates meaningful narratives to explain the most important and interesting information in your visualisations. The result? You can make better, faster decisions. What is Narratives......

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The NetDocument's Platform offers: Document-level encryption Enterprise search Office 365 integration 65+ 3rd party integrations File & device synchronization Open APIs Geo-aware storage User customization iOS & android Administrative controls & reporting Global customer community Security & compliance-as-a-service ...

The module includes: Full compensation process engine Representative web-based portal 24x7 access Turnkey compensation reports Adhoc compensation reports ...

The NexCommunication module allows you to communicate with your representatives through an easy to use web-based portal. The NexComunication module provides: Web based portal linking your advisors and the home office. Drives all representatives communication. i.e. news, compliance must-reads, operation, and more. Secured communication portal ...

The NexEmail module can host your organization's email in it's secure data centers, and this option provides a complete set of related email services including: Hosted or non-hosted Integrated archival and retrieval surveillance solution Lexicon driven Pre-packaged lexicons Configurable and standardized ...

Capture any banking transaction. Now and in the future Banking documents come in numerous formats from multiple channels. Next Bank Statements captures all of them; physical statements on paper, PDFs, and transaction data such as SWIFT. Extract quality data out of bank documents from everywhere Right out of the box, Next takes in statements from......

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• Western Europe

Handle contracts and agreements of any kind Right out of the box, Next takes care of agreements from anywhere like sales, property management, administration, management, human resources, and IT. A simple contract for a cell phone, a car lease agreement, or a complex delivery contract. They all fit into Next.  Finally everyone is......

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• Western Europe

Every vital business email is secured and available to anyone. Anywhere. Anytime   Once a business email is liberated from the personal inbox and secured in Next, it becomes part of the company's collective intelligence. Available to colleagues in the office, on the next floor, down the road, or around the......

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• Western Europe

Think big. Start small. Move fast. Next Enterprise Archive helps you capture, keep, share, and discard your business documents efficiently. A complete platform for business document and process management, where you cherry-pick the features and functions as you need them. Lets you start small and move fast. Capture all your documents efficiently  Next Enterprise Archive captures everything. Order......

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Swipe right — to approve It takes less than a second to approve an invoice, as long as you recognize it from the data presented to you. Put your thumb to the screen and swipe right. Immediately, the invoice is approved and ready for the next step in your process.  Swipe left —......

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• Western Europe

Approve invoices easily. Anywhere. Anytime Next is easy on the eyes. And easy to use. A modern and easy-to-use interface lets everybody approve their invoices from anywhere. Keeping them within their delegated authority. You will love getting things done whether you are in the office, on the next floor, down the road, at......

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Capture everything — letters, emails, EDI, fax, text messages, chat, portal uploads, system output ... As the world moves from paper documents to mobile self-services, your communication with customers, partners, and authorities grows across all other channels. Next Mailroom is there to capture it all, delivering faster customer service and lower costs. Classify......

Everything you need to get the job done Next Processes' user interface is dynamically tailored to the individual task. All the documents, data, and features you need. None you don't. Next runs in a browser, and allows work to be done by anyone from anywhere and anytime. Not limited by access to paper......

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Nexus has been designed to allow Broker-Dealers to adapt readily to changes in requirements, to provide transparency in business processes and to improve operational efficiency. The Nexus Enterprise Solution provides a number of key benefits that can result in cost savings and operational efficiency. Nexus helps you automate tasks and notifications, leverage staff resources, increase incident......

To run a successful business intelligence (BI) strategy, trust in your data is paramount. If you can’t be sure the data you are querying is correct, then you cannot be sure of your business decisions. That’s where NodeGraph, and its ability to trace data from source, comes in. NodeGraph is a......

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now:advise is an online, 'out of the box' regulated financial practice management tool that supports the end-to-end advice process, client and service management, valuations, task management, management information and remuneration management in one efficient solution. Built on our powerful technology platform, focus:360 now:advise delivers the same core functionality as focus:advisor, but with a......

relevant regions

• Western Europe

Octo Members is the very first app-based private community for UK financial services professionals, where advisers, fund managers, wealth managers and professional consultants can come together to share knowledge and best practices. Bringing together many of world’s brightest thought leaders Become an Octo Member. Together we’re creating the largest, most comprehensive community-generated collection......

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What is Office 365? It’s the tools you need. Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. It's always up to date With an Office 365 subscription, you get the latest Office apps – both the desktop and online versions –......

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• Eastern Europe
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• Western Europe

Office Analytics helps deliver firms a consolidated view of their business to improve advisor strategy so they can provide greater value to their clients. Office Analytics is the latest from eMoney to deliver advisors a more consolidated view of their business to improve strategy and provide greater value to their clients....

OMNIAdvice supports all stages of the advice journey from client discovery to on-going management and reviews, give your clients a complete picture including their goals and objectives. Streamline your processes, provide consistency of advice across your client base and output concise statements of advice and review documents that carry your brand. Easily......

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Companies succeed as they add on more clients as their revenues increase and they get more word of mouth publicity. It is in the company’s best interest to find new business opportunities. Arcons’ Onboarding & Planning tool simplifies the onboarding process by creating automated workflows for your firm, be it viewing......

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• North America

OnCorps modernizes your financial services operations with automation, machine learning, and advanced data science. The solution seamlessly captures data, performs reconciliations and other calculations typically done manually, and analyzes your data with the help of machine learning algorithms and our dedicated Data Science team. Every decision is tracked within the......

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Simplify the complex Financial and corporate organisations are operating in highly regulated and competitive markets, while still under pressure to gain efficiencies and improve service delivery. To identify and drive efficiencies and enable strategic decision-making, it’s critical to have the right enterprise resource planning (ERP) capabilities in place. TechnologyOne’s OneCorporate SaaS ERP solution......

Managing voluntary corporate actions and the associated election flow can quite often be difficult and result in a significant amount of manual processing. OneEvent is a flexible corporate actions module which provides an automatic platform for mandatory and elective corporate actions processing. The OneEvent solution includes an integration layer which allows......

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OneExchange provides a comprehensive information exchange facility allowing data to be transferred between different systems using a variety of protocol formats. The system can be used simply to transfer data files from one location to another using standard protocols, but can also perform more complicated functions such as exchanging market......

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OneLedger is a powerful general ledger interface which allows financial transactions from various external systems to be converted into GL postings for importation into the core general ledger. The system also maintains account balances and allows adjustments to ensure that there is a GL reconciliation between the two systems. OneLedger......

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OneLogin is the identity platform for secure, scalable and smart experiences that connect people to technology. With the OneLogin Trusted Experience Platform, customers can connect all of their applications, identify potential threats and act quickly....

One Mortgage System (OMS) is a UK based CRM System for Mortgage and Protection Intermediaries. Our system is highly customisable and can be geared towards brokers, packagers, networks and lenders. This is not an IT system created for mortgages, it’s a mortgage system created by brokers, for brokers, packagers and lenders,......

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• Western Europe

‘Fire-drill’ is a term frequently used to describe the all-consuming exercise required within financial institutions to respond to an urgent and unexpected request from senior management or supervisors. Even some regular annual processes follow the same pattern of total disruption to day-to-day functions and responsibilities. Given the siloed nature within many......

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The OneVue platform was created to support advisers and accountants in delivering efficient administration and engagement to the best interests of today’s clients. With a comprehensive suite of reports and education content for adviser and client alike, key benefits of the platform include: Unparalleled access to quality investment offerings Highly competitive fees True......

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• Oceania

The clear solution for business communication Conference-calling technology you don't have to think about - it just works Reservationless Anytime voice conferencing access with up to 500 callers. Outlook integration Schedule calls directly from your Outlook calendar. Unified administration center Instantly provision users and view usage reports. Mobile apps Start or join an online audio conference with one tap......

Centralize the corporate record Simplify information gathering and filing for legal entities and subsidiaries. Better cap table visibility to improve equity management and fundraising. Example Use Cases: Comply with local operating laws Assure version control Perform accurate waterfall analyses Keep information secure Control access to sensitive information with secure data rooms and granular permission settings to......

Let our team optimise your Investment and Fund Operations strategy, functions and supporting infrastructure to keep you one step ahead. How we work with clients: We work with firms of all sizes, locales, and asset classes across the industry to develop right-sized operating models to deliver their strategic goals, balance cost and......

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Gain resilience and agility, and position yourself for growth. Oracle Fusion Cloud ERP gives you the power to adapt business models and processes quickly so you can reduce costs, sharpen forecasts, and innovate more....

Flexible Tailored to match your payments processes and workflows. Pay supports a variety of payment types including bulk payments and multi-step approval processes – streamlining operations. Robust Easily track and monitor the status of each transaction. Pay is designed to securely handle large volumes and types of transactions, with key actions recorded to......

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• Oceania

With PEAK, you assess the key capabilities of your organisation as often as you require, allowing you to measure the impact of your investments over time and to shape your change portfolios in response....

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In addition, PEAK automatically scans for new regulatory papers every day and intelligently analyses these papers for potential impacts on a model, using your mappings of regulations to capabilities. Along with the ability to visualise those impacts in bulk across multiple regulatory changes, this means you can manage your response......

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An optional additional module provides the ability to not just report those controls but to actively manage them and oversee compliance. The result is a comprehensive SMCR solution which enables clients to be confident that all angles have been covered, nothing has been forgotten and appropriate controls are established and......

The Pivolt investment management solution suite is a powerful array of tools to help wealth advisors grow their businesses and deliver insightful analysis and support to their customers. When combined with MD Solutions’ experienced team of engineers, consultants and support staff, Pivolt becomes a game-changing addition to investment management firms across......

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All in-one integrated solution for financial advisers Fed up with using multiple systems and trying to shoehorn our business process into software that wasn’t suitable for our sector, we decided to build our own software system that delivers everything a financial adviser needs. Completely customisable. We’ve all been there – wasting time managing......

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Spend less time doing more Your time is precious. Use our automation engine to free up time so you can spend more time with clients and less time on repetitive admin tasks. Easy secure communication Communicate securely with your clients, team or third-party service providers all from within Plannr. Encrypted to bank-level encryption,......

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What we do PlanTools is a cloud based Software as a Service company specializing in custom built and retail web-based solutions that primarily services the financial services market. FRA is the consulting arm. Mission To build a best-in-class integrated technology platform of multiple plan metrics that supports advisors, plans sponsors and individual participants. Independence We......

Investing in innovation and business efficiency Our broker software platform, Podium, helps you manage your business effectively so you can focus on growth. Fully integrated with Salesforce, Podium is efficient, easy to use and functionally rich. It’s designed to help you make the most of your customer relationships and grow your......

New revenue & client engagement opportunities Managing held away accounts can increase an advisor's AUM by an average of 33% while allowing you to deliver the level of service your clients expect. Trading Trade held away accounts just like you do with custodied accounts, all through a single interface. Instruct Pontera (formerly FeeX)......

Send professional proposals faster Onboard clients with a single signature Get paid on time, every time Collect payments automatically on your schedule Forecast cashflow, payments and sales Get the dashboard that every client-focused business needs. Consolidate the key metrics that matter most and empower your team with data that monitors growth and opportunities....

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• Oceania

Unify data from multiple sources Experience a complete view of your clients by unifying data across people and systems. With bespoke apps for every team and integrations with industry-leading partners, Practifi provides a single source of truth so teams can have 100% confidence in every decision they make. Make everyday processes easier and......

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Drive marketing results for your firm Practifi Promote helps marketing teams build segmented lists, create more meaningful connections and track campaign performance across the full customer lifecycle. Build segmented lists Use Practifi data, such as financial products, AUM, location and age to build segmented lists for campaigns. Create meaningful connections Leverage data insights to craft targeted campaigns......

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An elegant and powerful BI experience With easy access to client, profitability and business health data, executives can future-proof the firm, reduce risk exposure and monitor business performance. Future-proof the firm Gain a top-down view of profitability so you can plan for the future. Identify which age bands, clients, regions and divisions are......

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Comprehensive coverage Practifi Protect gives you comprehensive protection so your firm can protect client data, improve oversight and proactively prepare for audits as you continue to scale. Protect client data Protect sensitive client data with the highest level of security available. Encrypt data at rest across all your Practifi apps so personal and financial......

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• North America
• Oceania
• South America

PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to......

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Prioritize allows your team to: Improve productivity by consistently seeking out and surfacing the Next Best Action. Work strategically by grouping actions in specific areas of focus that align with your goals. Track progress and accurately visualize key performance indicators in real time. Elevate CRM by leveraging valuable insights derived from tax and banking......

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• North America

Trailight’s new PRM platform integrates Key Performance Indicators, and action-oriented workflows, so staff performance, capability, and training & competence, is transparent, measurable and trackable. A pioneering solution to help firms comply with new rules around competence from the FCA, RDR and MiFID II....

Professional features: One-time invoicing Recurring auto-billing Unlimited client accounts Multiple advisor accounts Advanced payment settings Customizable invoices, email and client portal Brand with custom logo Access to esignature Access to integrations ...

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DMI Systems data matching technology uses a complex series of algorithms to search current and historical information to look for unique matches on combinations of: names, phone numbers, email addresses, company and licensee names, and addresses. If a unique match cannot be found, manual verification involving a dedicated team is......

Make your meeting notes work 10x harder Searchable Meeting notes from all previous meetings are instantly searchable, in seconds. Actionable Your team can access meeting notes from one centralized space so they instantly know what needs to be done. Repeatable Draft beautifully crafted advice to use again and again, freeing-up hours of precious time. Scalable Let an intern......

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• North America

At Purpose Advisor Solutions, we have a single focus — helping create and grow highly profitable advisory businesses by providing the services and digital tools to meet the needs of their clients, simply and effectively. You and your clients are the heart of our company, and our platform has been purpose-built......

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Unlimited possibilities Easily build and embed Qlik Analytics Platform as simple mashups or integrate right within your application, information service or IoT platform. Accelerate and broaden your analytics Use a modern analytics development environment to create and reuse data models, security configurations and visualizations to speed time to market. One platform for embedding analytics A......

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Qlik DataMarket provides subscription access to a complete cloud-based data service with a vast variety of syndicated data content. Access to this comprehensive library of external data can be used to cross reference your own business data to provide context and deeper insights. Qlik users can enrich their own data by......

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Get trusted, affordable, ready-to-use data from external sources, whenever you need it. Make smarter business decisions. The Qlik DataMarket helps you find, connect and manage data from external sources. Get the full picture Augment and cross-reference your internal data with external sources to add greater context. Look at data from a variety of......

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At Ometis, we’re proud to be regarded as the leading experts in Qlik NPrinting – an analytics reporting platform for both Qlik Sense and QlikView. In short, Qlik NPrinting enables Qlik users to create reports from Qlik Sense apps and QlikView documents before distributing them automatically in a range of standard......

Great looking reports, fast Spread knowledge and insight with quickly customizable reports. Highly polished reports made easy Create great-looking reports using data and analytics from Qlik Sense and QlikView. Distribute them in a flash. Fast and easy report creation Develop reports with drag-and-drop simplicity, in a variety of popular formats. Reports delivered the way you need......

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As the UK’s leading Qlik Sense consultants, we understand the true power of the innovative business intelligence software. Qlik Sense provides business professionals with the power to create customised, interactive data visualisations, reports and dashboards from multiple data sources with efficient drag-and-drop functionality. As a self-service analytics software platform, Qlik Sense......

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Combine any number of data sources, no matter how large or complex. Freely explore in any direction using interactive selections, global search, and natural language interaction. Take advantage of powerful smart visualizations and AI-generated insight suggestions. You’re no longer limited by linear exploration or cumbersome data preparation.   ...

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QlikView is a powerful business intelligence (BI) tool that is unique in many ways when compared with other traditional BI platforms. In short, QlikView is a business intelligence solution that enables users to build their own analytic applications using data and insights gleaned from their systems, meaning users can response rapidly......

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The modern analytics era truly began with the launch of QlikView, our classic analytics solution, and the game-changing Associative Engine it is built on. It revolutionized the way organizations use data with intuitive visual discovery that put business intelligence in the hands of more people than ever. And we continue to......

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Make organization easy We don’t expect you to be an accounting expert. That’s why QuickBooks keeps everything organized in one place. 98% of customers agree it’s a simpler way to manage their business. Get time on your side Connect your bank account to automatically import and categorize transactions. Sync with popular apps and......

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Your reputation as an organisation rests on the quality of your customer interactions and the consistency of those conversations with the latest regulations and industry best-practices. Despite growing pressure to provide consistently high customer outcomes, companies constantly struggle to gain visibility on their customer interactions. Current methods are expensive, time-consuming,......

Industry leading compliance workflow software, expert compliance consulting. We help firms meet regulatory requirements and increase ROI. Bottom line - we have deep experience on both sides of the business and use it to customize a solution that best fits your firm's needs. Products: Red Oak Software, a comprehensive suite of......

RegEd is the market-leading provider of RegTech enterprise solutions with relationships with hundreds of enterprise clients, including 80% of the top 25 financial services firms. Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated......

Report with accuracy, efficiency, & style Create more custom reports in less time Complete your quarter-end reporting process up to five days faster with our advanced reporting suite. Be more knowledgable about every part of your business Feel certain that no part of your business goes overlooked with solutions that span a range of critical client......

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We turn your data into actionable information helping you make informed data-driven business decisions faster, earlier, and with confidence. Drive growth and increase sales productivity with analytics and performance insights, while reducing operational costs. Our reporting tools delivers business intelligence and analytics, providing a comprehensive outlook of the organization. By......

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Reporting Get clear, customizable insights into the business you run and the clients you serve. Investment Reporting Business Reporting Account Aggregation Billing Communications Expand your impact and reach by providing seamless, personalized service that delights and empowers your clients. Client Portal Branded Communication Monitoring & Alerting Client Support Automation Save time and gain efficiencies with automated delivery, billing and account maintenance that puts......

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• North America

Effective retirement plan solutions for your clients E*TRADE Advisor Services offers defined contribution plans with state-of-the-art technology and a completely open investment platform. Retirement solutions include: Full-service recordkeeping, plan administration, and custodial services Plan design and support Plan documents and forms Participant enrollment materials and education Fiduciary support services We provide complete support services to help your......

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• North America

Enterprise wits & muscle Choice platform for the most complex revenue management needs. Complex fees A powerful rules engine that supports the most custom billing scenarios your firm negotiates with your demanding clients – all at the fingertips of billing operators and finance professionals, with secure access and controls. Let us help you......

Why allocate precious resources to a non-income producing role, when Revex Assist will do it all for you? Remove the need for commission staff and reconciliation of banking We process your banking and reconcile via view only banking access We allocate fee for service income to clients We obtain all your commission files via......

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• Oceania

One of the most highly demanded functionalities of REVEX is available as an additional function to all clients. Finally, a way to efficiently rebate commissions to your clients by creating an aba file at the click of a button. REVEX will calculate, track, store and report on all aspects of......

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• Oceania

Self-managed Software provides you with the latest, most comprehensive, cloud based, revenue management system on the market. As the name suggests, this solution offers cost effective revenue management for those licensees that are comfortable with processing their own commissions and revenue payments. Revenue processing is a niche industry, so if you have......

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• Oceania

Compliance Program Management Establish and scale your compliance program. The comprehensive compliance program management technology provides critical functionality for day-to-day and strategic compliance activities, including registration tracking, compliance activity logging, and risk assessment. Private Fund Adviser Compliance Software and Services Access a customized version of the platform designed exclusively for private fund advisers.......

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Case Activity Statistics Widget This widget provides a quick summary of system activity based on multiple criteria. From different points in this widget a user may click to a case, a case history, or a filtered set of cases in the case explorer. Case Explorer The case explorer presents case data in a......

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The analysis is possible for an individual client portfolio, the client book of an advisor, the client portfolio of an entire team and every organizational unit (market, country, region etc.). The dashboard view can be personalized based on roles and authorization level. The Risk Analytics Dashboard makes bank-wide exposure management a......

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MeetON is a modular virtual collaboration platform for business professionals. It is a «browser-based solution» that does not require any software installation and offers cutting edge security standards for audio and video conferencing [under Swiss data jurisdiction]. Top Customer Benefits: 1. Swiss standard of security and jurisdiction. 2. Transparency and highest compliance standards. 3. Seamless integration......

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Financial services accounting software—the 1st and only preferred provider of the AICPA Top-performing finance leaders are forward-thinkers who rely on real-time insights to make smarter decisions. Nurture your assets under management through direct investments and real estate, add new legal entities in minutes, and make data-driven decisions based on consolidated, multi-entity financials. Use......

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Investing in a Client Relationship Management (CRM) solution goes beyond managing client data. Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action. Its CRM solutions are integrated with industry-leading technology systems, including custodians, portfolio management, financial planning, form filling,......

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• North America

Designed specifically for the unique needs of RIAs, wealth managers, and asset managers. Built to help growing firms deepen client relationships and scale their business. Salentica Elements combines industry-specific features and integrations with the most trusted core CRM concepts and workflows. Leverage our deep domain knowledge to reduce operational risks, increase business......

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• North America

Salentica Engage is a highly configurable Client Relationship Management (CRM) platform created to meet the complete needs of advisors and wealth managers. With prebuilt real-time integrations to industry-leading custodians, portfolio management systems and more, advisors can improve the client service they provide while gaining a holistic view of their data. Salentica......

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In light of increasing competitive pressures in the financial services industry, the competitive ability of many sales divisions must be increased: this can only be achieved using strategic sales management. Integral elements of such management include dedicated sales planning, a clear commission system, and integrated sales controlling, which provides information......

Sales activity management Plan your daily activities and provide real-time status updates. Daily plans & targets Start each day by defining targets and create a plan to meet prospects. Managers can coach their teams with real-time visibility into the plan. Lead management Receive leads from multiple sources, schedule appointments and record all activities performed against......

Why choose SAS® for banking analytics? Banking as we know it is disappearing, and the entire financial ecosystem is undergoing radical change. Digitalization, fintech, regtech, open banking, data privacy and regulatory compliance technologies are all playing a part. SAS believes that surviving banks will be hyperintelligent, AI-driven organizations that can provide......

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SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including institutional asset managers, private equity, wealth managers, hedge funds, and alternative investments....

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Connect your ACT! contacts to their associated documents and folders inside of ACT!. Simply look up the contact, company or group and click on the Organizer tab. The contents of the linked folder are automatically displayed....

Seismic is the only sales enablement platform that empowers your teams with the tools needed to close more deals. Marketing collaborates, automates, manages, and distributes content from one place. Sales Enablement and Operations delivers those materials, training, and analytics to the right teams. Sales and Channel teams have access to......

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Powerful safeguard for your business A “no risk no fun” mentality in the financial industry is neither necessary nor particularly promising in our view. Of course, various constellations of risks come into play depending on the investment strategy, because there is no such thing like a consistently risk-free investment on the......

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The hard truth about your customers In the last few years, we’ve seen a massive shift in the relationship between businesses and customers. Your customers have more control, more options, and higher expectations. Today, customers don’t tolerate scripts, queues, or robotic repetition. They demand conversational, contextual, human interactions. We all love and value......

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Everything you need to create customer specific, ROI-based business cases for your solutions and services. It's easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in your solution. Shark software is used by pre-sales, sales, value teams and customer success to ensure......

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Sherpany meeting management software Sherpany maximizes your compliance and ensures the highest European security standards when it comes to protecting confidential data. Our meeting solution is ISO 27001 and ISAE 3000 certified, compliant with GDPR and FINMA regulations, and not affected by the US CLOUD Act. Your company can ensure maximum protection......

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Instant answers powered by SQL We built Stripe Sigma to help businesses quickly analyse their Stripe data and to enable teams to get faster business insights. Know your company With structured access to your data, you can identify which customers are least likely to churn this year, look up which geographies contribute the most revenue,......

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We are bringing everything together In the advisory world, keeping track of the tools that support your business can be difficult and time-consuming. At Signal Advisors, we bring all of these together for you to access in one centralized place. Truepay - get paid in 1 day We know managing cash flow in......

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Powerful and fully automated systems intelligence Harvest's Signals technology listens to your retail, wealth, and trust core systems and initiates corresponding, value-added actions to help you keep customers, drive new revenue, grow assets, and retain deposits. Timing is everything Your core systems are chock full of valuable, untapped data. Signals turns your abstract data changes......

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Simple Compliance Calendar is a solution to automate and remind you what compliance tasks are due each month. Our simple interface tells you what is due, waiting for more information, and past due. Your one-page dashboard gives you a quick snapshot in seconds. Your Simple Compliance Calendar will allow you to......

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Simple Compliance Portal gives firms a dashboard for their compliance and executive teams, combining the power of our Simple Compliance Calendar and online data gathering tools.  Whatever information you need to collect, we provide a solution that includes workflows, route requests, approvals and acknowledgements to your team members. Pricing is simple as it consists......

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The complete meetings solution with all the free features plus: Office apps – Word, Excel, PowerPoint, OneNote, and schedule meetings with Outlook. Instant message anytime. Meeting recording. Meetings with up to 250 people. Getting your team together is as easy as sharing a link With one click, anyone can join your online meeting, from any device.......

Manage your company or group Add and remove members, configure automatic recharge and much more. Allocate Skype Credit or subscriptions Automatically add credit, subscriptions or Skype Numbers to your group members. Full visibility over your spending Take advantage of dashboard and reports to keep you calling costs and usage under control....

SLIB Middle Office meets the requirements of both sell-side and buy-side organizations that are seeking for successful post-trade solutions in order to increase the efficiency of their operational middle office. SLIB Middle Office automates all the process of allocation of the retail or institutional orders retail perfectly integrating  the systems of......

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We’re your organic growth partner Spend less time prospecting and more time advising. SmartAdvisor helped advisors raise more than US$5.2 billion in new assets in 2019 alone. SmartAdvisor helps qualified financial advisors build meaningful relationships directly with validated consumers who are actively searching for financial advice. And now advisors can connect directly with local prospects......

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Introducing Smart Kx – the only software system designed specifically to help financial advisors dynamically and accurately manage client contracts & fee billing.  Created by RIA attorney and blockchain expert Lacey Shrum, Smart Kx starts with your contract and makes it the calculator. With our system, your revenue calculation is no......

Woltix Smart Portfolio Analytics enables wealth managers and advisors to provide rich investment portfolio analytics internally and for their customers. This versatile tool makes available multi-currency cross-asset performance and risk analysis. It covers the workflow end-to-end - from returns and VaR calculations to rebalance and optimization.  Our solution fully integrates customer......

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Your mortgage business managed Smart365 delivers time saving tools, greater transparency and powerful insights for a smoother, more efficient business. It adds value for advisors and their clients at every step of the mortgage process. Visibility of your entire business with a clear dashboard overview API enabled for a true straight-through mortgage process;......

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SMSF Alliance provides advisers and accountants with full SMSF administration, technical support and expertise so you can better support your clients from as low as $82.50 per month. We are not licensed to provide product advice but will assist you, the licensed  adviser, to provide your services in a more timely and comprehensive manner.......

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What is SoftLedger? A Fully Connected Financial Toolkit Built for Speed Welcome to modern accounting. SoftLedger’s flexible technology enables accountants and developers to easily manage multiple entities, integrate with other systems, and close their books faster. Family Office Accounting Consolidated reporting for family offices is tricky without accounting software that’s built to handle multiple......

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Easy to use, SpeciAccounting will allow you to quickly produce your consolidated financial reporting and control on daily basis your financial figures with a powerful audit trail. If you are a multi-entity bank, this software will help you automate the consolidation. Software challenge Aims to automate and produce your financial statement on a......

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SpeciCRS software has been edited to meet the AEOI (automatic exchange of information) requirements agreed between OECD members. It allows you to generate the Common reporting standard XML file. Thanks to its generic interface, you can plug this tool on any core banking or even on flat file (excel, csv, ...). SpeciCRS......

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The system is very intuitive and visual. KPI are calculated by the system. All data are stored by period in a dimensional database. Cubes can also be ran in the database. The software allows to compare periods and to see quickly the monthly evolution for each indicator Software challenge Aims to follow all the......

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Flexible by besign From quote to commission, customer relations, retention and beyond – our platform is designed with your customers’ experience at the forefront. For over two decades, we’ve been collaborating and consulting with hundreds of industry professionals with the vision of creating a complete end-to-end platform. SSG Digital is the definition......

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Software and Apps Reporting Streamline the operational and client reporting process with powerful packaging, commentary and scheduling capabilities. Report Builder Build/automate custom, branded reports to improve speed of communication and distribution. Dashboards Customizable dashboards giving you the information and data you need, when you need it. Investor & Advisor Portal Powerful dashboards giving advisors & investors cloud-based access......

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SuccessPro™, our online advisor success suite, provides planning resources and tactics to help you drive advisor performance. It is flexible and customizable. It leverages your existing content and programs, making it easier to meet your goals. It allows field leaders to promote accountability, and it supports advisors’ growing desire for......

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Tableau Advanced Management brings together manageability, security, and scalability capabilities for customers running Tableau in mission-critical use cases. Advanced Management makes it easier to understand your Tableau ecosystem whether you’re using Tableau Cloud or Tableau Server. With Advanced Management’s highly configurable capabilities, administrators can meet tough security requirements while delivering......

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Tableau AI brings trusted generative AI to the entire Tableau Platform to democratize data analysis and simplify insights consumption at scale. This next generation of Tableau accelerates time to value and reduces repetitive tasks for the data analyst with smart suggestions and in-product guidance. And because Tableau AI is built......

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As a fast, flexible, easy-to-use self-service platform designed to fit your enterprise architecture, it streamlines the power of data to make people faster and more confident decision makers from anywhere. Prepare your data, author, analyze, collaborate, publish, and share in Tableau Cloud. Tableau Pulse is now generally available on Tableau Cloud,......

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• South America
• Western Europe

Make the right decision every time Work more efficiently, spot trends faster, predict outcomes, and get AI-based guidance on the best steps to take while you stay in the flow. Know exactly what to do next Use the action framework to take action on a record like collaborating in Chatter, updating records, and......

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• Asia
• Central America
• North America
• Oceania
• South America
• Western Europe

With an intuitive drag and drop interface, you can uncover the hidden insights you need to make impactful business decisions faster, even when you are offline. All while leveraging trusted and governed data in a secure self-service environment. Tableau Desktop capabilities Power real-time data exploration Automate augmented insights Drive smarter decisions with AI Share and......

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Tableau Prep Builder provides a modern approach to data preparation, making it easier and faster to combine, shape, and clean data for analysis within Tableau. By providing a visual and direct path to prep your data, you can get your hands on quality data in just a few clicks. Tableau Prep......

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• Africa
• Asia
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• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Tableau Pulse is a reimagined data experience, built on the Tableau platform, that empowers every employee with intelligent, personalized, and contextual insights delivered in the flow of work. Tableau Pulse helps everyone in your organization integrate data into their daily jobs to make better, faster decisions. Without having to learn......

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Extend the value of your data across your entire organization with Tableau Server. Empower your business with the freedom to explore data in a trusted environment—without limiting them to predefined questions, wizards, or chart types. Have the peace of mind that both your data and your analytics are governed, secure,......

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

In a socially connected world, it has never been more important for advisors to deliver differentiated client experiences. Tamarac CRM helps advisors do just that. With a user interface that is simple and intuitive, actionable intelligence at your fingertips, and an easy connection to people, Tamarac CRM makes work personal......

relevant regions

• North America

TDE Online - Cloud-based solution Our convenient online service eases processing and removes a burden from you. There’s no server-based software to install and maintain. TDE On-Premise Solution Software installed in your business with a data integration module that makes press button reporting an achievable goal...

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• Western Europe

Challenge Key challenges for BFSI firms in business record management include complying with legal and regulatory policies, and siloed information. The volumes generated have increased along with cost of recovering misfiled documents, calling for robust document record management systems. Auditors and investigators are looking for accuracy in compliance reporting functions. Financial......

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• Asia
• North America
• Oceania
• Western Europe

Challenge The impact of COVID-19 on businesses has been significant. Capital market firms have especially faced a major jolt as a result of market uncertainty, near zero interest rates, shrinking liquidity and funding, credit tightening, and spike in operational tasks. This has created immense disruption in the short to medium term,......

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• Asia
• North America
• Oceania
• Western Europe

Organizations looking to protect their intellectual property and sensitive data from falling into the wrong hands, and looking to optimize processes and maximize employee productivity, are looking to implement employee monitoring (aka user activity monitoring) software that allows for user session recording and analysis. Employee monitoring can ensure business continuity......

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• Africa
• Central America
• Eastern Europe
• North America
• Oceania
• South America
• Western Europe

Most organizations have cybersecurity measures in place including antivirus, firewall, intrusion detection to protect infrastructure and IT assets. While these are generally good at defending the organization from external threats, they leave a security hole when it comes to employees and other internal users, third party vendors, contractors and privileged......

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Competent and capable staff is a “must have” for any regulated business.  It clearly evidences a real commitment to treating customers fairly. Paper based, generic e-learning programmes or home-grown learning systems that might once have been adequate are no longer enough to keep pace with today’s regulatory demands. With the implementation......

The Client Centric Index is a self-completion diagnostic test. It helps you take the first step towards the transformation of the performance and profitability of your firm by aligning its capabilities, structure and culture more closely to its clients and markets. It comprises 12 questions It takes 5 minutes to complete online It......

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• Western Europe

It has been designed by compliance experts at Newgate specifically as a compliance product and solution to simplify the implementation of your compliance procedures within your firm. This system has been designed for firms within the industry and does not attempt to adapt an off-the-shelf system into a compliance product. Key......

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• Western Europe

The USP of The IC Research Global Database results from its pure institutional focus and its truly global coverage listing only genuine investment consultants accessible via an intuitive web-based technology easy to use. The research process is ongoing and a combination of several automatically powered web-crawlers searching the worldwide web,......

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• Africa
• Asia
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• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
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• Western Europe

Wealth management dashboards The financial and private banking world is changing very fast and adapting is a constant necessity. Your data is a fantastic source of information that helps you make effective decisions and support your strategy. Our solutions provide relevant indicators that highlight the performance of your organization. Ready-to-use applications that......

As your analysts already know, the number of online threats is growing, and fast. They can receive up to 10,000 alerts per week, making it seem almost impossible to sift through this high volume of data. It’s no surprise that security teams are experiencing alert fatigue – they barely have......

Modern Workplace Management for Microsoft Teams The hybrid workplace is on the rise. While workspaces used to be fixed, almost like a second home, many employees today have set up a functional workspace at home. The only reason to go to the office is for meetings and specific project days. For......

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• Asia
• Eastern Europe
• Oceania
• Western Europe

As wealth management companies compete for market share, charging structures can become complicated and can take hours, if not days, to calculate. Our Charge Calculation Engine offers blisteringly fast calculations which can be synchronised to your existing systems....

Understanding that key roles in regulated entities are subject to the FCA’s Training and Competence (T&C) rules is well established practice. T&C has been an integral part of financial services for decades and a regulatory requirement since the 1990’s. How firms implement and manage T&C varies from firm to firm. However,......

Since Transact started operating in 2000 we started something of a revolution in the UK by launching the Transact wrap service. Now you might be forgiven for thinking, given our success, that we might kick back, take it easy and live off past glories. But that really isn’t our style......

Truelytics is the only online self-service platform in the industry that gives you the ability to understand the value of your entire practice including earnings contributions and the key strengths and weaknesses that are driving your business. Monitor financial, demographic, and practice management characteristics contributing to your success. Completely self-service ... Truelytics is......

TrustQuay 5Series is the Trust, Fund and Corporate Services system developed by TrustQuay. Used by small to large organisations operating across sectors in over 30 jurisdictions, TrustQuay 5Series reduces costs through increased automation and improved operational efficiencies to reduce errors and costs associated with manual processing. When you choose 5Series you......

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• Africa
• Asia
• Caribbean
• Middle East
• North America
• Oceania
• Western Europe

TrustQuay NavOne is the unique trust, fund and corporate services system developed by TrustQuay and powered by Microsoft’s business software platform – Dynamics Business Central. Used by small to large organisations operating across sectors in over 30 jurisdictions, TrustQuay NavOne increases operational efficiencies and reduces administration costs. When you choose NavOne......

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• Africa
• Asia
• Caribbean
• Middle East
• North America
• Oceania
• Western Europe