Blogs
,
Investment Platforms & Tools
The greater capability and power of computing combined with the business needs of the wealth management sector has also had an impact on what we call Investment Platforms & Tools. A broad range of new tools and solutions have arrived in this space over the recent years, and new offerings continue to arrive to tackle areas of need and opportunity for wealth managers, whether focused on investments, clients, advisors or process. Consider advisory tools, investment marketplaces, rebalancing tools, research marketplaces and more, there is a growing abundance of offerings, many built specifically for wealth management. Our Investment Platforms & Tools business need seeks to capture these to support their discovery, understanding and engagement.
- Total Solutions1138
- Solution Providers678
- Knowledge Resources278
Featured Solutions
Zurich, Switzerland
3rd-eyes analytics’ wealth and life planning solutions
We provide financial institutions with modular and flexible, white-labelled Software-as-a-Service and API solutions that improve, automate and visualise wealth planning interactively. Our solutions can be configured flexibly to create different use cases along the whole wealth management value chain. This is possible because we follow a service-based architecture, always use......
Client type
Relevant Regions
Zurich, Switzerland
additiv Hybrid Wealth Manager
additiv Hybrid Wealth is a omni-channel, advisor-led, out-of-the-box, fully integrated wealth management suite that is based on the additiv DFS Wealth Platform. It drives omni-channel client experience and servicing. This orchestration suite is designed for the creation and operation of digital offerings, including services and products with various business models for......
Client type
Relevant Regions
Baar, Switzerland
Altoo For Private Wealth Owners
The Altoo Wealth Platform has been created from the ground up to alleviate problems and provide you with an intuitive interface to your total wealth. Designed to give you peace of mind that you trust and understand your data so that you can confidently make clear decisions from it. The platform......
Client type
Relevant Regions
London, United Kingdom
BITA Wealth
BITA Risk provides BITA WEALTH with module options as follows: BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance checks......
Client type
Relevant Regions
Greater Montreal, QC, Canada
Croesus APIs
The API list is constantly growing based on client requests and market needs. Based on simple REST principles, our API endpoints return metadata in JSON format. Everything is documented with OpenAPI specifications in a dedicated developer portal that contains our entire API library. Croesus APIs allow firms to achieve total data integrity,......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Greater Montreal, QC, Canada
Croesus Central
Croesus Central is a solution that brings together modelling, automated rebalancing, and compliance management. This new product is characterised by its flexibility and integrates with our portfolio management system Croesus Advisor. It saves a lot of time for any portfolio rebalancing tasks. The following are some of the many benefits of......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Greater Montreal, QC, Canada
Croesus Risk and Compliance Module (RCM)
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
Budapest, Hungary
Wealth Portal
The Wealth Portal is not only an online portal through which clients can check all the information and data of the composition and performance of their investment portfolio, but also a platform for digital communication. The portal is available as a native iOS and Android mobile app or in a......
Client type
Relevant Regions
Zug, Switzerland
Etops Wealth Management Technology
The Etops solution allows you to collect data from a various range of custodians, which can be easily interpreted in various formats using AI-based technology. Our solution performs reliable reconciliation and quality checks overseen by our experienced service team. You profit from aggregated transactions and positions of your portfolios delivered in......
Client type
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
Relevant Regions
Lausanne, Switzerland
Products Platform
The multi-issuer platform Elus makes the pricing and trading of Structured Products efficient and enjoyable while obtaining competitive prices, fulfilling regulatory requirements, and proactively monitoring them post-trade. Design, price discovery and execution of structured products in a fast and efficient manner. Generate documentation such as T&Cs, KID and standardized product flyers instantly. Connect......
Client type
Relevant Regions
Lausanne, Switzerland
Wealth Platform
The Wealth Platform of Evooq is an advanced digital workspace intended for Advisors and RMs. It streamlines the investment process end-to-end and gathers all the data for clients, portfolios, products, bank views, recommendations, markets, and risks in one place. The platform makes it possible to efficiently generate investment proposals that align......
Client type
Relevant Regions
London, United Kingdom
FA Platform
Enterprise platforms that are functionally rich enough to support an entire business are at the forefront of the market. The FA Platform is leading this market with its ability to support both public and private markets, including digital and physical assets. The FA Platform handles everything in one solution, ensuring......
Client type
Relevant Regions
Arlington, TX, United States
Data Solutions
Data Solutions First Rate's Data Solutions provides personalized service and tailored solutions to meet your unique data needs. Whether you're interested in utilizing our innovative financial aggregation products, or leveraging expert-driven services, or both, we aim to provide options that align seamlessly with your data objectives. With our comprehensive suite of......
Client type
Relevant Regions
Luxembourg, Luxembourg
FundsDLT Platform Solution
FundsDLT Platform Solution for wealth managers FundsDLT provides a shared platform built on distributed ledger technology. It aims to generate efficiencies, transparency and better client experience all along the investment fund distribution chain. Wealth managers can streamline a range of tasks by using the FundsDLT blockchain to automate processes in a......
Client type
Tel-Aviv, Israel
Solution for the Private Wealth Industry and Distributors
Automate and streamline your structured product business. From the wealth team of a retail bank to a private banking institution, a family office or a wealth manager, the structured investments shall be easy to access, analyse, manage and execute. In a persistently low-interest-rate environment, investors are seeking more yield and better......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Bangkok, Thailand
Smartcards
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
San Francisco, CA, United States
Jacobi
Jacobi allows firms to integrate their entire multi-asset investment lifecycle - from portfolio design, to portfolio management and, critically, to engaging with clients. The software combines market-leading cloud-based technology with a powerful multi-asset modelling engine. This is supplemented by extensive tools to scale and automate investment and client engagement workflows. Jacobi......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Stockholm, Sweden
OutRank Pension Planning
Historically, a generous defined benefit provision coupled with robust social welfare afforded a more passive approach to pension planning. Now, as average/final salary schemes continue to recede, there is a much greater personal imperative on accumulators to ensure that our lifestyles are protected in our golden years. In the UK financial advice......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Financial Advisors
Relevant Regions
London, United Kingdom
Alternative Fund Administration
As part of ObjectwayPlatform, the Alternative Fund Administration process is where Alternative Investments meets administrative, operational and regulatory requirements in the alternative fund management such as real estate funds, private equity and hedge funds with a unique, flexible and user-friendly solution, in line with regulatory requirements. The platform offers functional coverage......
Client type
Relevant Regions
London, United Kingdom
BPaaS
We provide Wealth and Asset Managers with tailor made Business Process as a Service that increases the efficiency of their operations based on our software solutions, know-how, experience and end-to-end delivery capabilities. Objectwayexpertise covers the management needs of every type of service and investment. Delivery takes place with a 360° vision......
Client type
Relevant Regions
London, United Kingdom
Investment Advisory
As part of Objectway Platform, Investment Advisory is an integrated and customisable software platform enabling wealth management institutions to set up a client centric advisory process. Augmented intelligence and human governance are blended to achieve higher levels of efficiency and increase customer base, thanks to a quick generation of optimised......
Client type
Relevant Regions
London, United Kingdom
Investor & Advisor Portal, Client Onboarding
As part of Objectway Platform, the Investor & Advisor Portal is omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and adviser. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction,......
Client type
Relevant Regions
London, United Kingdom
Mutual Fund Administration
As part of ObjectwayPlatform, the Mutual Fund Administration process covers all back-office needs of a fund manager or outsourcer, through the accounting of mutual funds, share price calculation (Net Asset Value), control of regulatory constraints and fund rules. It also manages investment fund participation (Transfer Agency) with maximum flexibility in compliance......
Client type
Relevant Regions
London, United Kingdom
Portfolio Management
As part of Objectway Platform, Portfolio Management is a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution....
Client type
Relevant Regions
London, United Kingdom
Securities & Back Office
As part of ObjectwayPlatform, Securities Back-Office is a multi-currency, multi-entity securities back-office solution that assures the fluid cooperation of all actors in a financial services firm. Securities Back-Office offers full control of cash and securities management, with an overview of account balances and expected movements. It automates post-negotiation activities such as......
Client type
Relevant Regions
Rotterdam, Netherlands
OPAL Platform
With OPAL's Goals-Based Planning Solution, we aim to translate client’s financial goals into an optimal investment strategy reflecting their personal ambitions, cash flows and risk appetite. Additionally, Ortec’s solution links investment portfolios to financial goals and tracks the progress over time on a daily basis, based on actual portfolio values......
Client type
Relevant Regions
Soborg, Denmark
Collection Management
A total overview of wealth often includes assets that are regarded less as investments and more characterized by having sentimental value or held due to individual taste. PandaConnect has developed a state-of-the-art collections module handling all types of collective items from works of art and classic cars to wine collections, chattels and......
Client type
Relevant Regions
Soborg, Denmark
Fund Service (NAV)
With a fully outsourced infrastructure for your fund company, we do all the work – you keep the control. The in-built traffic lights warn you if you get close to making any breaches. Whether you run UCIT funds or AIF funds we calculate the NAV. Together with the shareholder register and......
Client type
Relevant Regions
London, United Kingdom
eXeer
eXeer acts as an investment managers ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers. Two, it enables users to make intelligence-led decisions by understanding their data, and connects them......
Client type
Relevant Regions
Athens, Greece
Axia Suite
Axia is the cloud/web-based, omnichannel solution for advanced investment management operations. Axia is the evolution of the market proven flagship Profile's platform for the industry incorporating all the modern technologies and functionalities to drive competitiveness and efficiency across your operations and client service. It enhances business agility through a quick......
Client type
Relevant Regions
Wan Chai, Hong Kong
CIO Solution
Our CIO solution empowers Chief Investment Officers (CIOs), Portfolio Managers (PMs), and analysts with powerful tools to streamline portfolio construction processes. Users can effortlessly build, compare, test, share, and run numerous "what-if" scenarios, ensuring informed decision-making and optimised investment strategies. As the demand for customization and uniqueness in portfolio construction grows,......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Grenoble, France
Smart Risk Decisions
At Raise Partner, we believe that financial advisors have a central role to play in this regard, by effectively steering their investments and those of their clients towards greener assets. To achieve this goal, however, they still face a number of challenges: increased and not sufficiently precise regulatory requirements, increasingly abundant......
Client type
Relevant Regions
Zurich, Switzerland
ImpaQt+
ImpaQt Wealth is a modular, end-to-end advisory and discretionary portfolio management system featuring a modern UI, state-of-the-art risk engine, and award-winning portfolio optimizer. Seamlessly integrating sustainability preferences and ensuring reporting compliance throughout the entire client lifecycle, ImpaQt Wealth can be integrated as a standalone solution or via API and is......
Client type
Relevant Regions
Basel, Switzerland
Unblu Conversational Platform
The Unblu Conversational Engagement Platform empowers wealth managers and advisors to deliver a human-driven advisory experience over convenient digital channels. By striking a balance between convenience and compliance, Unblu offers a secure and efficient solution for enhanced interaction and collaboration that is embedded into existing channels like a client portal or......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
New York, NY, United States
Venn by Two Sigma
Cloud-Based Investment Library Get access to over 100,000 public funds, ETFs, equities and indices. Upload any return stream from Excel, PDF or CSV for immediate analysis by all members of your investment team. Venn supports integrations with a number of leading custodians and service providers for automated updates to returns and portfolio holdings. Performance......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
All Solutions
Zug, Switzerland
21Shares
The most efficient way of investing in digital assets Listed security Gain exposure to crypto with 21Shares, a listed security that will derive its value from the price of the top 5 crypto assets. Headquartered in Switzerland Switzerland’s reputation for safety and security make it an ideal location for your digital asset investments. Institutional custody We've......
relevant regions
Singapore, Singapore
360-Compare®
No-Code Configuration Configure master product specifications sheet without any form of coding Analytics-As-A-Service Get insights about your distribution channels’ recommendation preferences and sales habits Search And Bundling Agility Use search API and master advice principles for search agility and nudge desirable sales behaviour API-First Anytime Be free or get our help to integrate for D2C sales, pre-advisory,......
relevant regions
Singapore, Singapore
360-NeedsProfiler®
No-Code Configuration Configure macroeconomic assumptions and local population actuarial rates without coding Analytics-As-A-Service Get insights about your customer segments, and discover the untapped triggers for next-best-action Use Iterative Analysis Allow one-time or progressive iterative analysis, enabling flexible and interactive journeys API-First Anytime Be free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory...
relevant regions
Singapore, Singapore
360-ProVestment®
Auto-Configure Investment & Protection Advice Get straight into business by configuring advice for different sales channels, customer segments and products Offer Thematic Solutioning Automate virtual bundling options based on themes e.g. product nature or motivations, facilitating desirable business mix and fairness Train From An Unbiased Slate Use insights about your distributors’ preferences as they adjust......
London, United Kingdom
7IMagine app
7IMagine allows you to interact with the information and see a client’s entire portfolio exactly as you want. View your clients portfolios on the go 7IMagine allows you to view your clients portfolios on the go, as long as you have an internet connection. My Future My Future is a brilliant tool to encourage......
relevant regions
London, United Kingdom
7IM Platform
7IM Platform in numbers (31 May 2022) GB£14.2 billion AUM 36,679 clients 2,033 advisers Easy to do business with Superior service and convenience are always priorities for us, so you can tailor the platform to the way you want to do business. Our platform streamlines your admin, connecting to all leading back-office and data services, allowing......
relevant regions
London, United Kingdom
Aave
The Aave Protocol has been audited and secured. The protocol is completely open source, which allows anyone to interact with the user interface client, API or directly with the smart contracts on the Ethereum network. Being open source means that you are able to build any third-party service or application......
relevant regions
London, United Kingdom
ABAKA for Partners
Proactively offer financial guidance, advice and intelligent nudges to help your customers achieve their financial goals. Cognitive financial advisory services Our platform Proprietary natural language understanding built specifically for financial advice. Nudging platform using deep neural networks for personalised and actionable nudges. Source content and bespoke communications to improve financial knowledge. What this means Get instant......
relevant regions
Brussels, Belgium
Abbove
Abbove is a wealthtech company developing a collaborative wealth planning platform (previously called PaxFamilia) that unites financial advisors, their clients, wealth data and technology in one place. To help financial advisors strengthen families over generations, Abbove’s solution supports their wealth management activities on three levels: To understand their clients’ global (wealth) situation.......
relevant regions
Chattanooga, TN, United States
Accelerate
Best for established advisors that need more clients. For advisors Cash flow mapping Attract leads with this valuable FinTech. Convert more prospects and get more referrals from an army of raving fans. Software onboarding When business growth is on the table, there’s no time to waste! We personally help you implement the software into your......
relevant regions
Zurich, Switzerland
Acolin Oversight Platform
Our oversight solutions are designed to increase visibility and transparency as well as making control and governance more efficient, all on one platform. A SaaS–based data collection and analytics platform, allowing asset managers to efficiently address increasing compliance obligations, gain valuable insights into their distribution network and identify opportunities to improve......
relevant regions
London, United Kingdom
ADA
Ada is a cutting-edge technology platform born to bring a new face to the world of finance. Ada offers three apps in Ada Research, Ada Portfolios and Ada Advisory to asset managers, wealth managers, pension schemes and multinationals. The platform supports workflows through data, analytics, document management, insights, and portfolio......
relevant regions
Singapore, Singapore
ADDX
ADDX is regulated by the Monetary Authority of Singapore (MAS) and is open to all non-US accredited and institutional investors. ADDX uses a private Ethereum blockchain and smart contract technology to fractionalize private market investments, thus making them accessible and far less costly to you. Easy access Buy and sell directly on our......
relevant regions
Charlotte, NC, United States
Adhesion Wealth Manager Exchange
From nationally recognized brands to boutique managers with established track records, the extensive selection of managers and strategists on our Adhesion Wealth Manager Exchange Model Marketplace can help advisors offer a multitude of investment solutions to accommodate their clients’ unique needs. These industry experts—all available on the Adhesion Wealth platform......
relevant regions
Lugano, Switzerland
Advanced Analytics Data Feed
The result is a unique “momentum rating” system that can strengthen and complement the investment decision process. Trendrating Feed is a file delivery solution utilizing FTP to deliver ratings data that helps clients enhance their proprietary analytics, financial portals, decision support systems, and more. With access to our consolidated feed, clients will......
relevant regions
London, United Kingdom
Advantra Wealth
Advantra is a highly evolved, yet simple, personalised and intuitive digital platform. An eco-system that empowers the banks and their clients. ...
relevant regions
Windsor, CT, United States
Advent Corporate Actions
Get it right. Every time. Few activities frustrate an operations team more than accounting accurately for corporate actions that affect portfolio values: mergers, acquisitions, spinoffs and ticker changes. Advent Corporate Actions (ACA) helps you get it right. It delivers reports on all corporate actions that affect your clients’ portfolios, and provides your staff......
relevant regions
Windsor, CT, United States
Advent Custodial Data
Let’s face it: reconciliation is a pain. Advent Custodial Data saves hours of work and reduces the risk of manual errors in the daily reconciliation process. Every day, it automatically consolidates account-level information from more than 800 custodians and funds for reconciliation, and posts this into your Advent portfolio management and reporting......
relevant regions
Windsor, CT, United States
Advent Custodial Data for non-Advent Systems
Consume account-level data With account-level data available from almost 800 custodians, brokers, and clearing firms, Advent Custodial Data (ACD) helps thousands of firms streamline, accelerate, and improve accuracy in their daily reconciliation process. With all the data available before you arrive at work, you can complete the process with fewer people in less......
relevant regions
Windsor, CT, United States
Advent Data Solutions
The reports you create — and the decisions you make — are only as good as the data they are based on. Advent Data Solutions delivers accurate custodial, corporate actions and benchmark data directly into your portfolio management and trading platforms, how and when you need it. Base your decisions on data you......
relevant regions
Windsor, CT, United States
Advent Genesis
Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution. Expand into new markets, new regions, and new lines......
relevant regions
Windsor, CT, United States
Advent Insurance Marketplace
In the past, high commissions, complex products, and lack of technology prevented fiduciaries from incorporating the benefits of insurance into their clients’ financial plans. The Advent Insurance Marketplace Powered by DPL eliminates those barriers by offering value-driven products without commissions to deliver greater client benefits at a lower cost. SS&C Advent has partnered......
relevant regions
Sydney, NSW, Australia
AdviceOS
What’s so different about AdviceOS? We have developed simple functionality whilst utilising the very latest in cloud computing technology, to provide advisers with a fully featured software system which integrates seamlessly with other selected relevant programs. When developing AdviceOS, Midwinter focused on the needs of the entrepreneurial financial adviser – giving access to vast array......
relevant regions
Sydney, NSW, Australia
Adviser
Why add Macrovue to your stable of product providers? Simplified trading Trade international and ASX-listed shares through a single, intuitive adviser trading platform. Experienced investment team Our concentrated share portfolios (Vues) are professionally constructed, monitored daily and reviewed quarterly. Admin support Online applications, annual tax reports and corporate action support reduce the admin burden. Low fees Our fee......
relevant regions
London, United Kingdom
Adviser/Agent (Hybrid Digital) Platform
Hybrid Advice is a semi-automated financial planning and investing solution that considers clients’ circumstances and offers suitable recommendations to achieve financial goals digitally and through human adviser interaction. This solution provides firms with the ability to deal with personalised client scenarios through appropriate level of human interaction and support. Hybrid Advice......
Canterbury, United Kingdom
AdviserAsset
Charge Comparison And Product Research Tool Compare charges for platforms and off-platform products and include research based on platform/product features. Consolidation And Switching Tool Undertake wrapper-to-wrapper switch analysis. Analyse the impact of consolidating assets onto a single platform that are distributed across many different wrapper types and providers/platforms. Drawdown Tool Specify the levels of drawdown......
relevant regions
Stalybridge, United Kingdom
Adviser Cloud IFA
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
Austin, TX, United States
AdviserGo
With simulation testing, tax consideration modeling, and integrations capabilities, AdviserGo allows you to transform your clients' dreams into a testable reality. Find out why we're a global leader in financial solutions for the world's top financial institutions. White Labeling Your Brand, Our Solutions. Firms of any size can customize Voyant to their branding......
relevant regions
Melbourne, VIC, Australia
Adviser Office
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
Malvern, PA, United States
Adviser support tools
Compare fund details Use our online analysis tool to research investment funds including Vanguard funds and prepare recommendations for your clients. Powered by Morningstar. Compare costs Use our online analysis tool to compare costs for any four products. Powered by Morningstar. Cost simulation calculator You can use our cost simulation calculator to see the effect......
relevant regions
Leeds, United Kingdom
Advise Wise Platform
From a market-leading Quick Quote to source whole of market plans, to a client CRM to store all your customers’ cases, documents & KFI's. All the reasons why you should use the Advise Wise Platform Free to use and whole of market Intuitive product sourcing with advanced filters Market’s first comparison table Instant and automated......
relevant regions
Luxembourg, Luxembourg
Advising Kit
aixigo's Advising Kit is more than just investment advisory software. It facilitates the efficient creation of a personalised and regulation-compliant investment recommendation. Thanks to cutting-edge financial technology, time-consuming processes are minimised, thereby shifting the focus to the customer! Our Advising Kit aims to significantly reduce the effort and complexity of providing......
Jersey City, NJ , United States
AdvisorClient Mobile App
Trade any way you’d like with your choice of two powerful mobile trading apps compatible across all your smart devices. Select the app that helps you trade most conveniently. TD Ameritrade Mobile App Track your investments with this simple and straightforward app Trade stocks, ETFs, and options with easy and intuitive order entry......
Darien, CT, United States
Advisor-Client Portal
Built to enrich the advisor-client relationship Gateway allows advisors and clients to digitally collaborate and build lasting relationships. With a personalized dashboard and standard-setting features, Gateway extends the digital environment to create a seamless and secured client experience. A front door to all of your wealth management needs Our solution is engineered with the advisor......
relevant regions
Raleigh, NC, United States
AdvisorEngine Platform
Optimize everything you do The tech stack you need to maximize and deliver your firm's unique value proposition. Elevate the client experience Provide an unparalleled, modern experience for your clients as you lead them towards long-term, financial success consistently and transparently. Simplify wherever possible Automate complex workflows across the entire relationship life cycle, from account......
relevant regions
Dallas, TX, United States
AdvisorEXP
Our advisor dashboard, AdvisorEXP, offers efficient and reliable transaction processing, broker productivity tools and secure transmissions of customer and firm data. You get this with a single data source, making it the ideal solution for managing and expanding your business. Our platform is built on years of industry knowledge and hands-on......
relevant regions
Wan Chai, Hong Kong
Advisor-Led
Digitally Empowering Advisors Upgrade and digitise business operations Offer a transparent overview of products and services quickly at a glance. Empower your advisors with added expertise at their fingertips. Rapid evaluations and recommendations Provide comparative analysis and provide accurate recommendations in real-time. A service that increases sales conversion, revenue, and productivity. Straight-through processing at a......
relevant regions
Chicago, IL, United States
Advisor Portal
Our streamlined wealth management process assists advisors in: Holistic Planning & Proposal Generation Developing the Roadmap - Build recommendations on a strong foundation of proven tools and research. Advanced analytics and manager and fund recommendations are based on in-depth PMC research—and integrated with leading financial planning software. Advanced Portfolio Solutions Broad access to thousands......
relevant regions
St. Gallen, Switzerland
Advisory Suite Software
Advice Online allows you to advise your clients consistently and with the highest quality possible. You can create the required documents for yourself and the custodian more efficiently than before. Advice Only grants you more time to take care of your customers even more intensively and to cement relations....
relevant regions
Irvine, CA, United States
Advisys
Advisys’ Most Popular Solution With Advisys’ financial planning modules you can create retirement plans, analyze life insurance needs, produce college funding plans, conduct investor risk analysis and develop asset allocation models. Using a two or four-page fact finder, you can complete your fact-finding interview and input your data to create a......
relevant regions
Irvine, CA, United States
Advisys Education
Invest in Making a Better Impression Advisys Education is for professionals who want to improve their ability to communicate complex concepts to clients and prospects. Studies show that many Americans lack even a basic understanding of the fundamentals of investing, retirement planning and life insurance. They often resist even the best......
relevant regions
Irvine, CA, United States
Advisys Retirement Distribution
About to Retire? Just Retired? Now What? The Advisys Retirement Income Distribution module is for professionals who want to expand the services they provide their clients beyond saving for retirement, to include counseling clients who are retired or nearing retirement on how to make the most of their retirement savings and......
relevant regions
Den Haag, Netherlands
Aegon Platform
A dedicated intermediated platform We’re totally focused on serving intermediaries like you – not competing with you. Working in partnership, we provide products and services to help you create financial planning solutions to get your clients closer to their financial goals. Market leading integration We work closely with leading suppliers of adviser software......
relevant regions
Exton, PA, United States
AFFIRM® for Annuities
A fully compliant solution AFFIRM for Annuities fully utilizes the ACORD Product Profile, allowing carriers to provide financial institutions all of their product rules electronically, using a standard method. Completed applications can be delivered to carriers electronically using the DTCC Insurance Processing Services APP format or the ACORD New Business for......
relevant regions
Exton, PA, United States
AFFIRM® for Life
AFFIRM for Life enables customized compliance review by regulated financial institutions with integration to validate license and appointment status for advisors. Benefits of collaborative selling The entire industry benefits from AFFIRM for Life and a collaborative selling approach. It expands carriers’ distribution of insurance products significantly by allowing financial advisors to confidently......
relevant regions
Singapore, Singapore
AIFMetrics Platform
AIFMetrics is a new-age Wealthtech platform connecting fund managers to their investors and distributors/ intermediaries through an enhanced user experience. Improve the sharing of fund performance metrics and build confidence with investors and distributors in raising successive rounds of capital. A cloud-hosted, mobile-ready platform that transforms your business: new working methods, new......
relevant regions
Gloucester, United Kingdom
Air Sourcing Platform
Extensive, easy to use product filters Diligent product research is achieved by ensuring products offer features that address your clients’ needs before comparing product costs. Our range Research Filters on the product shortlist screen allow you to filter out unsuitable products based on a range of product criteria, thus creating a......
relevant regions
London, United Kingdom
Akoni
Easily manage your cash via our award-winning platform. With access to interest-bearing accounts from an array of highly-rated banks, you can earn more interest and reduce risk without the hassle of multiple accounts. ...
relevant regions
New York, NY, United States
Aladdin Wealth
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
London, United Kingdom
Algomi ALFA
Dynamic watch lists alert the user to particular market events. Algomi ALFA delivers full data transparency for traders, PMs, quants, COOs and compliance across voice and electronic markets. The structured and time-stamped data within the platform is used to support MiFID compliance, TCA and Best Execution as well as quantitative analysis......
relevant regions
London, United Kingdom
Algomi ALFA API
Algomi ALFA consumes large volumes of messages from your connected venues and within nano-seconds, converts the disparate formats to a normalised JSON (Java Script Object Notation) format. These JSON messages are indexed and enriched with a unified identifier (typically ISIN), allowing for easy querying. These enriched JSON messages are used by the......
relevant regions
London, United Kingdom
Algorithmicpath
algorithmicpath can be seamlessly integrated with traderpath or any third-party trading platform. Through a user-friendly and intuitive interface market operators can design, test, validate and maintain their own models for trading, pricing, quoting and hedging via a standard language and release them into the production environment. Other than backtesting, based on playback of recorded market data, algorithmicpath leverages the exchangepath matching......
relevant regions
Edinburgh, United Kingdom
ALIO (autonomous learning investment operations)
ALIO builds on our autonomous investment strategies service, of ALIS, integrating with brokers, third-party administrators, custodians, auditors and accountants to support the full administration of a fund including: 1. Pre-trade compliance rules with the Compliance and Order Management System 2. Orders can be created automatically and executed via FIX engine or by......
relevant regions
Edinburgh, United Kingdom
ALIS (autonomous learning investment strategies)
The ALIS solution includes: Working with clients to translate their investment objectives into an asset allocation model, defining and sourcing the data requited to run the strategy. Analysis using single security level models to identify relevant investment signals, training the artificial agents to manage the portfolio. Back-testing and tuning the investment strategy including......
relevant regions
Madrid, Spain
Allfunds Alternative Solutions
Provide your clients with the best strategies from top-tier GPs at lower minimum investments 360° alternative solution to reduce administrative and operational burdens....
relevant regions
London, United Kingdom
All-in-One Hyper Personalisation Solution
We provide an end-to-end solution encompassing 3 core modules: Values Mapping Exercise: Using our unique value-mapping tool, wealth managers can unlock data-driven insights from clients values and align their product and marketing strategies. Hyper Personalised Portfolios built on personalised ETFs fitting each client’s values using direct indexing technology. Automated Reporting – Share SFDR......
relevant regions
Altishofen, Switzerland
Allocare AMS
Portfolio Analysis Detailed on the fly analysis on portfolio or any consolidation level, portfolio comparison, various ratios incl. drill-down functionality (fund of funds), full breakdown flexibility. Trade Order Management Simulation, single and collective orders, block orders, rebalancing against model portfolios, cash sweeping. Compliance Monitoring Rule sets (BVV2, KAGB/DerivateV, VAG, UCITS V, InvFG) for CH, DE,......
relevant regions
Altishofen, Switzerland
Allocare CLOUD
This is particularly suitable for asset managers who are looking for a software system for CRM, portfolio management and reporting but do not want to operate this in-house. Allocare CLOUD is multi-client capable. All data is hosted and processed in Switzerland. Based on Allocare AMS and Allocare WEB, Allocare CLOUD......
relevant regions
Altishofen, Switzerland
Allocare WEB
Allocare WEB is the online information and reporting tool for investors and asset managers. It is a competitively priced solution for fast and secure online access via the internet to an Allocare AMS database in your corporate look and feel. Optimized access also via Tablets (iPad and Android). Allocare WEB offers......
relevant regions
London, United Kingdom
Allocator Platform
Automate your data gathering process Thousands of funds regularly supply data and documents to their clients via Allocator. We create a time series for every number so you can track changes over time. No more error-prone, manual data entry. Standardize and aggregate Our platform converts different data sources into a single, easy-to-analyze format.......
relevant regions
New York, NY, United States
AlphaPoint Platform
Throughout every touchpoint in the digital asset and cryptocurrency trading and investment workflow, AlphaPoint technology and software enable clients to develop revenue streams from new asset classes, maximize liquidity, and transact business in the most efficient way possible. AlphaPoint is the only software provider in the space to deliver both asset......
relevant regions
London, United Kingdom
Alpha Quants AI ESG Tools
However, many ESG screening tools underplay the due diligence required to manage emerging ESG risks (e.g. plastics and for specific human rights issues) to the new standards stakeholders expect. To help investors respond to rapidly changing issues, AlphaQuants developed a set of ESG tools combining AI, Natural Language Processing with corporate......
relevant regions
New York, NY, United States
AlphaSense
Extend your brain power with Augmented Intelligence for next-level company research. Save time - cut through the noise with smart, agile search that takes you to the right data in seconds. Mitigate risk - never miss another market-moving insight. Catch relevant new developments with our alerts and be among the first to......
relevant regions
Warrenville, IL, United States
Alphathena
Go beyond ETFs and Stock Picking We help advisors and WealthTech partners easily discover and build custom indexes and portfolios that align with the unique values and preferences of every client. Enhance Your Advice with AI Inject your workflows with AI-enhanced efficiency. Use natural language search to discover new equities, screen for ESG preferences and 100+......
relevant regions
Singapore, Singapore
Alta Exchange
Today, investors can reap potentially higher returns and hedge against market volatility With just 4% of analyzed deals presented to our investors, we focus on discovering the sector leaders, established funds, and renowned luxury asset collections that best fit your mandates. Investing and trading the widest array of alternative assets Unlock opportunities in......
relevant regions
London, United Kingdom
AlternativeSoft
Data aggregation With the proliferation of data in the industry over the last decade, investors require a central location to aggregate, store, edit and analyse. AlternativeSoft helps institutions categorise, clean and distribute data across their organisation, ensuring all analysis and reporting is accurate, consistent and easy to access. Asset selection Ensure your manager research......
relevant regions
New York, NY, United States
AlternativeSoft
AlternativeSoft currently works with some of the largest allocators in the world to ensure they get the most out of the software whether that be to conduct in-depth risk analysis and management or to track fund exposure and liquidity. As a software of choice for portfolio construction, AlternativeSoft has been commended......
relevant regions
Richmond, VA, United States
Altigo for RIAS
Access a marketplace of pre-vetted alternative investments. Differentiate your firm by presenting unique investment opportunities to your clients. Modern technology and changes in regulation have helped make alternative investments available to a broader range of investors. As our overview video explains, our solution increases advisor access to alternatives, reduces the time necessary......
relevant regions
Culver City, CA, United States
Altruist Platform
Altruist is a custodial solution for modern advisors You can rest easy that you’re working with a regulated brokerage, while getting personalized advice from your independent advisor. Through our affiliated FINRA member broker/dealer, SEC registered investment advisor, and our clearing partner, we ensure client accounts are regulated and secured. All accounts are SIPC......
relevant regions
Short Hills, NJ, United States
AltsAxis Platform
Capabilities Whether you are an allocator, an alternative asset manager or a strategic partner, AltsAxis is an unbiased fintech platform that delivers leading-edge proprietary software — combining the complete alternative investment ecosystem in one, secure platform. Our Platform Our novel networking platform has been designed from the ground up — leveraging proprietary software......
Manchester, VT, United States
AltsMark Platform
ALTSMARK delivers everything you need to manage private investments end-to-end. Core financials you expect, with powerful complex asset class support. Plus, tons of advanced functionality, including detailed risk, look-thru, and due diligence, that you wouldn’t. ALTSMARK can increase productivity, help you make timely decisions, and drive your advisory forward. Portfolio Management Reporting Risk Compliance A comprehensive......
relevant regions
London, United Kingdom
Alveo Platform
Our adaptable platform provides solutions for increasingly data-intensive industry requirements, improving workflow efficiency while also keeping costs under control. This means solutions for all data types and specific industry applications. From security master and market data to the most complex risk and stress testing requirements, we’re constantly evolving to stay......
relevant regions
Brisbane, QLD, Australia
AMM for Financial Advisers
See all your clients in one place and optimise returns – with maturity notification 7 and 1 day prior, it’s simple to switch funds between institutions to maximise interest earned. Investment options Term deposit With over 25 Australian institutions, all covered by the Australian Government Guarantee, choose term deposits of varying maturity lengths......
Munich, Germany
Analysis Builder
Analysis Builder provides easy access to high quality private market data and flexibility of analysis across your private markets portfolio. Go beyond pure fund tracking to capture a broader number of data points for all of your private market assets. A Revolution in Flexibility for Private Market Data The challenges for private market......
relevant regions
Boston, MA, United States
Analytics & Proposals
When you upload a portfolio to the investment strategy engine you can diagnose an existing portfolio’s underlying fund fees, tax burden, and susceptibility to volatility and compare it to your portfolio powered by 55ip. Generate a proposal that facilitates a consultative discussion of opportunities that may improve portfolio growth by illustrating......
relevant regions
Montreal, QC, Canada
Analyze for Advisors
Ideal for Wealth and Retirement Firms With Specific Needs and Budget Requirements Choose From Three Implementations: Adopt: Off the shelf, budget friendly, quick-to start option available Configure: Include your brand, product shelf, and portfolio models with our configuration options Build: Implement your most unique requirements by working directly with our experienced implementation team Create Persuasive Investment Proposals, IPS......
Phoenix, AZ, United States
AnnuityCheck
The AnnuityCheck difference AnnuityCheck is a free, all-encompassing tool to help you gain complete control over your selling process. There are three pillars of our software: The Snapshot Tool, the Illustration Tool, and the turn-key AnnuityCheck Seminar program. All three are designed to help you to maximize your close rate while......
North Salt Lake, UT, United States
Annuity Wizard
The Annuity Wizard also makes an excellent pairing with any order/entry system. When combined with an order/entry system, the Annuity Wizard has been shown to reduce Not In Good Order annuity submissions and speed up the rate at which annuity business processes. Another benefit, to the Annuity Wizard is to......
relevant regions
Zurich, Switzerland
Anova Platform
Our mission We provide an independent platform where investors and manufacturers meet to achieve better investment decisions facilitated through technologically enabled investment, risk, product management as well as execution services. We clearly set our focus on sophisticated portfolio analysis and optimization for structured products as well as cross-asset portfolios. Our services Portfolio risk......
relevant regions
London, United Kingdom
APEX
Seamless workflows across teams and regional offices Network activity insights with custom analytics Unlimited investors and deals Access to HUBX Network for capital or deal sourcing Hosted on your domain Integrated CRMs and data APIs ...
Hamilton, Bermuda
Apex ESG Ratings & Advisory
Yet the demand for better informed change is growing. Pressure from investors, employees and customers alike means that ESG ratings have become critical metrics for success. Regulatory developments, the ability to reduce risk and to produce superior returns requires a pioneering approach to serve the needs of forward thinking private......
London, United Kingdom
API
Search for content the way your or your users want Search by tickers, names Get up to 10,000 stories per API call for stocks, cryptocurrencies by name or tickers, and for commodities, private companies, foreign exchange, indices, people and more by name. Search by countries, sectors, industries Based on geography where the user is located......
relevant regions
Geneva, Switzerland
API
The Indigita API takes in your specific, contextual information and returns clear regulatory answers, based on the content of the trusted BRP Country Manuals. With our API, you can integrate leading cross-border expertise with core banking systems, CRM applications and other digital platforms. The API enables your systems to provide answers......
relevant regions
Canberra, ACT, Australia
APIR Data Services
Product reference data service APIR's Product Reference Data Service provides access to Australia's most comprehensive database of managed fund and superannuation product reference (static) data. We support a flexible range of delivery options including email and API. Validation service APIR has enhanced the ADS service to include a real time APIR code validation......
West Hollywood, CA, United States
APL Network
Assets on Platform - US$2 trillion+ Top Broker Dealers - 7/10 US SMAs Managed via the Platform - 85%+ Years Leading the Marketplace - 30+ Portfolio Management Home Office Trading Rep as Advisor Rebalancing Billing Rep as PM ...
relevant regions
London, United Kingdom
Apollo
Leading the 3rd wave of capital markets trading transformation that sees the advent of open and integrated digital multi-asset solutions, drawing on expertise building best-in-class investment banking technology. Apollo connects clients directly to their banks, trading venues and price sources in one smart trading app. It seamlessly integrates with a client ecosystem......
relevant regions
Boulogne-Billancourt, France
apropos
LexiFi handles the diversity of derivatives through a uniform process and puts an end to a maze of ad-hoc systems. LexiFi Apropos is an end-user software application, designed to serve as a "Golden Database" for financial derivative products. This compact solution enables users to rapidly define, price, analyze and manage tailored......
relevant regions
Melbourne, VIC, Australia
Arcadia
Simplify Manage compliance and coordinate key stakeholders in one place. Say goodbye to the endless spreadsheets, emails, and headaches. Inform We monitor operational metrics to ensure that our services are delivered at a high quality and in accordance with service level objectives. Be confident With everything in one place, our platform is designed to create......
relevant regions
Berwyn, PA, United States
Archer Platform
Where can Archer take your team? Expand distribution Multiply your product distribution options with Archer’s turnkey infrastructure. Launch new investment products Get new products to market faster with scalable technology and support. Streamline operations Consolidate support for all your portfolios onto a single integrated platform. Support institutional investors Stay ahead of investor needs with complete support for complex......
Reno, NV, United States
Arch Indices VOI Model Portfolios
Arch Indices VOI Model Portfolios take into account asset output/goal, asset volatility, and correlation to portfolio in optimizing the weighting of each asset....
relevant regions
Den Haag, Netherlands
ARC Platform
Aegon Retirement Choices (ARC) puts you in control of your clients' financial futures. Our platform provides you with the flexibility to manage wealth accumulation, workplace savings and retirement income through one single online solution. With over 4,900 investment options (as at March 2021), including multi-asset solutions built by us, collectives, equities, investment trusts......
relevant regions
Newmarket, NH, United States
ARTDAI Platform
On average HNW collectors invest 5% or more of their wealth in fine art. ARTBnk eliminates the subjective, lengthy and costly process of determining its true worth. Our state-of-the-art technology delivers a package that features instant objective valuations, risk and liquidity analysis, and more, all of which can be enormously......
relevant regions
Brussels, Belgium
Arteia Onboarding
Need help in onboarding your collection Let us do the heavy lifting. A team of trusted digitization professionals will assist you with the process of photographing the artworks as well as organizing, scanning and uploading documents. Online viewing rooms Beautifully designed online extension of your gallery or studio space, customised to your needs.......
New York, NY, United States
Artivest Platform
Our technical, financial, and operational expertise powers a seamless experience for individual investors and a scalable point of access for financial advisors and fund managers. We provide a carefully vetted investor community with access to exceptional private equity and hedge funds. We power funds with technology that streamlines workflows, conserving......
New York, NY, United States
Artory Registry
When you submit your registration request on Artory, a third party, neutral independent expert Partner verifies your artwork data and provenance Artory provides a private, secure, neutral platform for registration vis-à-vis expert Partners who can validate art data These Partners help us to ensure that we only register to the blockchain the......
relevant regions
Dublin, Ireland
Asora
10,000+ connections to visualise your data Asora is built on an open platform to meet the needs of today’s wealth owners. Connect - Connect your bank and investment accounts Tired of logging into multiple portals to see liquid positions? Connect all of your bank and investment accounts to have everything in one secure, easy......
relevant regions
Zurich, Switzerland
aSpark
The increased customer expectations, changes in customer behaviour and the increasing digitalisation of the investment value chain require new ways to distribute investment content. With aSpark, the very critical part of the investment communication in the investment value chain can be automated and further industrialized....
Sydney, NSW, Australia
Assessment
An easy-to-use financial health check for new and existing customers that guides them to their next best action. Customers get an immediate understanding of their cash flow, debt management, insurance, retirement and investment positions. Encourages strong leads to the full advice journey and identifies those who need assistance to complete an experience. ...
relevant regions
Sydney, NSW, Australia
Asset Allocation Tool
With 40+ Growth/Defensive assets to choose from features and functionality of the Asset Allocation App include: ‘Actual’, ‘Benchmark’ and ‘Range’ allocations available Current and historical data access Quarterly updates Refine and filter search by Growth / Defensive %, Option type & default Originally available as a quarterly spreadsheet only, in July 2011 we enhanced the......
relevant regions
London, United Kingdom
Asset Management Solutions
Enabling improved investment outcomes Investment managers face complex and costly demands as end-investors seek personalized solutions. Existing technology often struggles to deliver the functionality needed to meet these changing expectations, hindering collaboration between asset managers, advisors, and end-investors. Our solutions help investment managers deliver differentiated portfolios that optimize outcomes. We work with......
relevant regions
Jersey City, NJ, United States
Asset Manager Assessment Solution
Subadvisor certification. For asset managers who impose rigorous requirements for subadvisor approval, Albridge Analytics has engineered an innovative solution to help you carry out this important task. Your compliance staff will have better analytics and reporting and enhanced risk mitigation. You will spend less time and fewer resources certifying managers—all in......
Birmingham, United Kingdom
AssetQ
AssetQ puts essential fund information at your finger tips enabling consistent, repeatable fund analysis on every fund. AssetQ gives you all the information needed to form your opinion, record your assessment and maintain an audit record of your due diligence – ease your funds research. What is AssetQ? sigMacity’s AssetQ product has......
relevant regions
New York, NY, United States
Asset Scenarios
Moody's Analytics Asset Scenarios depict the plausible future paths of variables that are related in economically coherent ways. The scenarios deliver the results of thousands of simulated future rates, yields, returns, and asset prices, plus other economic risk drivers produced by an arbitrage-free modeling framework....
Boston, MA, United States
Assette
There are three parts to Assette software. The Assette Data Engine where your investment data is prepared and enabled. The Assette Authoring Tools that automate your content creation and facilitate review. The Assette Sharing Hub where client and sales engagement happens. On that foundation, Assette offers seven modules based on......
relevant regions
Munich, Germany
Asset & Wealth Management Platform
We provide the software for: On-boarding processes Portfolio import and historical analysis Electronic document processing KYC Goals-oriented investment strategies Savings Retirement planning Post-retirement income Goals tracking Robo-advisory Customizable automated strategies suggestion engine Quick forecast visualization Automatic allocation and rebalancing Portfolio performance modelling and analysis Scanner Historical market data Monte-Carlo simulation Benchmarking Risk vs return Draw-downs Rich periodical and on-demand reporting Reports autogeneration Efficient printing engine Printed or electronic reporting Self-service Investor portal Tax reports Fees management ...
relevant regions
Glasgow, United Kingdom
Asurafin Connect
We’ve simplified the trading ecosystem for asset managers, asset owners and ACDs to improve workflow, execution performance, risk management and reporting. Our portfolio management software and pre-trade compliance checks makes running your funds easy. Our order and execution management system with our unique algorithm finds you the best execution from......
relevant regions
Durham, United Kingdom
ATEB Compliance
Fully customisable The ATEB suitability ‘Tool’ allows the user to customise the report production, prompts and customer facing output to an unsurpassed level. Compliance approved You can be reassured that the content and format has been very carefully considered & researched by a ‘Section 166' FCA approved compliance firm. Great end user experience No installation,......
New York, NY, United States
Athena Spark
Spark is the only OMS/PMS on the market to provide unified: Portfolio & Risk Management Trading Technology and Infrastructure Operations and Accounting Compliance and Controls Surveillance Data Warehouse/Reporting STP ...
relevant regions
London, United Kingdom
AtomInvest
AtomInvest is a platform that aims to provide the world's best investing to its users by allowing them to access institutional-quality, high-return investments in leading private equity, venture capital and hedge funds in smaller investment amounts, through a streamlined and intuitive web-based platform....
London, United Kingdom
ATRQ System
The Questionnaire There are three key components to assess when analysing an individual’s attitude to risk. Attitude to risk: This describes a person’s willingness to take risk, whether it is financial or in other parts of their life. This can inform how prepared they may be to take high levels of investment......
relevant regions
Zurich, Switzerland
Auctus Trading
Don't just track your cryptocurrency portfolio, improve it Simply connect your existing exchange account and have your portfolio and trading performance analyzed Trading statistics Is your trading performance driven by skill or luck? Get clear, actionable insights to improve your trading strategy. See a breakdown of your trading performance by cryptocurrency, track fees, overall......
relevant regions
Toronto, ON, Canada
Augmented Intelligence Solutions
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
London, United Kingdom
Auquan Intelligence Engine
Cover more ground with your company research — and let no risk slip past Surface unknown unknowns - Identify hidden insights in dark, noisy data that everyone else is overlooking Stay aware with zero effort - Get alerted on every material development — without having to search Shift your window to act earlier - Eliminate time-intensive......
relevant regions
New York, NY, United States
Aurigin
How It works Aurigin is the world’s most powerful deal origination tool that uses a scientific approach to enable deal making. We match investment opportunities by introducing members only after mutual consent. Once you add a transaction on Aurigin, we will start searching for a suitable deal partner for your transaction. Without entering a......
Arlington, TX, United States
Automated Composite Engine (ACE)
First Rate’s Automated Composite Engine (ACE) is an integrated composite management solution. During monthly processing, ACE assigns qualified portfolios to composites using preset rules around demographic and performance data that are unique to your business. This automated process minimizes the potential for error by improving accuracy of composite composition and......
relevant regions
London, United Kingdom
Copenhagen, Denmark
Automated Managed Portfolios
Automated investment management Offer clients tailormade portfolios with insights from BlackRock, Morningstar and NASDAQ. Pre-packaged or tailormade experiences Get to market quickly at low cost or build bespoke experiences on our infrastructure. Reduced operational cost, increased efficiency Benefit from real-time rebalancing of clients’ separately managed account structures. Access to third-party innovation Benefit from seamless integration with digital......
relevant regions
Marietta, GA, United States
Automated Stock Market Data Analysis
Automated Data Delivery More businesses are exploring automating their investment process with big data computing. EquityRT will work with you to understand your big data needs and present data delivery options that will help you with your automation initiative. Seamless Website Integration Integrate responsive iframes with key listed company and financial markets information into......
relevant regions
Boston, MA, United States
Automated Tax Management & Trading
What is the difference between “automation” and 55ip’s “intelligent automation”? When your strategies are powered by 55ip, they benefit from sophisticated capabilities that aren’t just automating processes that save you critical time. Your portfolios are also benefiting from sophisticated algorithms that actively seek to reduce inefficiencies and take advantage of......
relevant regions
Zurich, Switzerland
Avaloq Engage
Avaloq Engage provides a new and intuitive method for relationship managers (RMs) to communicate with their clients. Using the standard conversational apps (e.g. WhatsApp) that clients prefer to use in their daily lives, Engage allows for communication that, as well as being familiar, is both secure and compliant with regulations.......
relevant regions
Zurich, Switzerland
Avaloq Insight
Available to run in conjunction with any core banking platform, the Avaloq Insight Suite includes Avaloq Insight Explorer, Avaloq Insight Portfolio Recommender and Avaloq Insight Prospecting. The Insight Explorer provides insights from internal and external data in a simple, fast way, without the need to have programming skills. It provides data......
relevant regions
Seoul, Korea, Republic of
AXE
What is AXE? AXE is a deep-reinforcement-learning-based trading insights platform developed by Qraft Technologies and is one of the world’s first commercialized Deep Reinforcement Learning-driven AI Trading systems. The goal of AXE is to minimize the market impact of large orders and reduce transaction costs by discovering the most efficient trading strategies......
relevant regions
Athens, Greece
Axia Custody
Axia Custody supports post-trade processing for Global Custodian, Sub-Custodian, Agents and Mutual Fund Custodian delivering fully (STP) automated, 4-way matching and settlements ensuring improved communication among Market, Local Brokers, International Brokers, International Broker Agents, Sub-Custodians, and Clients. It is worth noting that the system has a 2-Way SWIFT (SMPG standards)......
relevant regions
New York, NY, United States
Axial Platform
Investment mandate Input your investment mandates into Axial’s recommendation engine. Deal Information Seller researches possible transaction partners by inputting company information and goals. Reccommended partners Recommendation engine calculates the fit for matching, and seller evaluates recommended partners based on fit and qualifications. Teaser Seller chooses to send you a concise deal teaser. NDA Evaluate the opportunity and sign NDA......
London, United Kingdom
AXIS
Unlimited investors and deals Complete control and visibility over deal and investor access Access to HUBX Network for capital or deal sourcing Hosted on your domain Integrated CRMs and data APIs HUBX mobile app ...
Omaha, NE, United States
Axos Clearing for Wealth Management
Fee-based brokerage accounts Model portfolios Wrap accounts Separately managed accounts Alternative investments Unified managed accounts Overlay portfolio management ...
relevant regions
Omaha, NE, United States
Axos Securities Clearing and Settlement
Our trading technology integrates information and analytics from a variety of data providers, sophisticated order execution functionality and post-trade processing applications to ensure timely and accurate trade execution and settlement. Listed & OTC Equities Axos Clearing’s trading systems and interfaces ensure the highest standards of accuracy and timeliness. Our relationships with prominent......
relevant regions
London, United Kingdom
B2C2
Brokerage firms, exchanges, banks and cryptocurrency funds around the world trust us to deliver seamless execution in the major cryptocurrencies and fiat currency pairs. We provide 24/7/365 liquidity for Bitcoin, Ethereum, Litecoin, Bitcoin Cash, Ripple, and Ethereum Classic in USD, GBP, EUR, JPY, SGD, AUD, CAD, CHF and more. We also......
relevant regions
Paris, France
B4 Fundraising
How it Works Quickly set up your fund - Digitalise your subscription form. Fundraise from your investors - Give your investors a seamless experience. Monitor your fundraising - Benefit from an over all view of your fundraising through a dashboard. ...
relevant regions
Paris, France
B4 Portal
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
Chicago, IL, United States
Backstop Accounting
Purpose-built for the investment community, the Backstop Accounting platform seamlessly integrates partnership and portfolio accounting. It addresses the accounting team’s needs to aggregate and normalize disparate data and model complex legal and cash flow structures - requirements nearly impossible to meet with an infrastructure based on Excel or a generic......
relevant regions
Chicago, IL, United States
Backstop CRM
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
Chicago, IL, United States
Backstop Investor Relations
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
Chicago, IL, United States
Backstop Portfolio Management
Empower your investment office with effective and efficient portfolio management software that facilitates the quantitative assessment of risk and return across any alternative asset class. Benefits Access data instantly from anywhere and at any time through a secure, reliable cloud-based platform Manage, view, and analyze the entire investment cycle, all in one place Increase......
relevant regions
Chicago, IL, United States
Backstop Research Management
Unleash your team's effectiveness in manager research with a truly multi-asset class Research Management (RMS) that enables each investment team to configure their work according to their specific processes, data requirements, and language. Benefits Eliminate technology silos with a single platform that every asset class investment team can use Get relevant, timely, and......
relevant regions
Chicago, IL, United States
BamSEC by Tegus
Round Out Your Research As part of the Tegus family, BamSEC makes comprehensive investment and go-to-market research fast and easy. Download tables in documents, link key financials to your own model, and smart search through thousands of publicly available documents and filings. Instant, Comprehensive Search View all references to your search term across......
relevant regions
Berlin, Germany
Banxware Platform
Our core lending experience offers: Fully digital processing The finance application, identification, decisioning and contract signing – the process is fully digital from start to finish for sellers. Flexible loans Loan-seekers decide the amount they borrow. Subject to revenue-based approval, we offer adjustable loans from €1k to €250k. Transparent pricing Costs that can be planned for:......
relevant regions
Rowayton, CT, United States
BattleFin Ensemble
BattleFin helps firms use alternative data to find insights and make better decisions. Understand competitors, identify and avoid supply chain issues, and understand the customer's full journey by connecting to the most cutting-edge data providers globally. Increase revenue growth Cut costs Improve operations ...
relevant regions
London, United Kingdom
BCB Crypto
BCB Crypto is a high touch and high tech service for trading cryptocurrencies. We offer best execution and seamless daily settlement in all cryptocurrencies....
London, United Kingdom
BCB FX
OTC TRADING This professional trading service covering FX was part of the foundation of BCB’s origins and remains best in class. FX EXCHANGE Convert any supported fiat position to any other fiat on the platform, at market-beating rates. SECURE We provide institutions with a secure gateway into FX markets. We pride ourselves on best execution......
London, United Kingdom
Be-IQ
Get to know your clients quickly Your clients need more than just good investment advice. They need your understanding of them to navigate today's challenges. Be-IQ provides more than just a risk category. Our unique insights give you an understanding of your clients before you even meet them. Reduce your risk exposure Ever met a client who’s......
relevant regions
Munich, Germany
Benchmarking
Compare your and competitors' performance against actual marketplace metrics cut across thousands of dimensions, including IRR, MOIC, alpha, TVPI and more, as well as operational KPIs, including revenue CAGR, EBITDA, loan interest and more. CEPRES calls this approach beyond benchmarking — providing deeper insight into true drivers of investment returns —......
relevant regions
Westport, CT, United States
Bento for Enterprises
Leading with proactive advice through Bento Engine ensures deeper client relationships and faster prospect conversions. What Bento Does Bento puts your advisors in a position to lead with timely, personal and impactful advice during key Life Events and ahead of Age Based Milestones. Across their entire book of business, including their prospects.......
relevant regions
New York, NY, United States
BETA
BETA is self-clearing securities processing solution that enhances operational control for wealth management firms and drives compelling differentiation for advisors and the clients they serve. Built on years of expert knowledge and hands-on experience, BETA provides critical back-office controls including corporate action management, middle office exception management, and front office account......
relevant regions
Singapore, Singapore
BetaSmartz
Portfolio Management Automate asset allocation and portfolio construction, apply deep data to de-risk and optimize advice, automate rebalancing, tax loss harvesting and trading. Back & Middle Office BetaSmartz software automates and streamlines all operational and administrative aspects of portfolio management so that financial institutions can focus on clients and business scaling. Security & Compliance Apply bank level......
relevant regions
Baar, Switzerland
Beta under Development: Behavioural Co-Pilot
It will send you personalized recommendations based on your current portfolio and market movements, as well as your investment style and behavioral tendencies. Sign up for this tool's early access and beta tests to get personalized, actionable guidance on investment decisions and increase your investment returns....
relevant regions
Biloxi, MS, United States
BidMoni
Who We Are BidMoni, Inc. designed FiduciaryShield as an online platform to create a more efficient retirement plan marketplace for all parties involved infusing technology into what was once a time-consuming and cumbersome process. Plan fiduciaries – anyone with discretion over a plan or control of plan assets – are held to......
Singapore, Singapore
Binance Crypto Exchange
Trusted by millions worldwide, the Binance platform is dedicated to increasing the freedom of money for users, and features an unmatched portfolio of crypto products and offerings, including: trading and finance, education, data and research, social good, investment and incubation, decentralization and infrastructure solutions, and more....
relevant regions
London, United Kingdom
BITA Risk
BITA Risk provides BITA WEALTH with module options as follows: BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance......
relevant regions
Sherman Oaks, CA, United States
Bitcoin IRA
$400 MILLION Client investments we have processed 24/7 SELF-TRADING The only crypto IRA self-trading platform in the world #1 IN SECURITY Industry-leading security and $100M custody insurance 650+ 5-STAR REVIEWS Customer Reviews The future of IRA trading Bitcoin IRA is the only platform that allows you to buy, sell and swap cryptocurrencies directly inside your......
relevant regions
Zug, Switzerland
Bitcoin Suisse
Main offerings Buy & sell cryptocurrencies Manage your crypto-portfolio online. Prime brokerage Best execution and deep liquidity through algorithmic smart order routing technology. Custody Institutional-grade cold storage for a wide range of crypto assets. Collateralized lending Crypto asset collateralized loans in USD, EUR, GBP, and CHF to provide fiat liquidity. Staking Stake ETH2, Tezos, Dash and ATOM (Cosmos) to earn......
relevant regions
London, United Kingdom
Bite Stream
A fully customisable end-to-end platform for fund managers Distribution Tool Compliantly scale and target your distribution across multiple jurisdictions, and Investor types. Digital Marketplace Manage your fundraising pipeline and maximise user engagement with real time investor analytics. E-Subscription Digital workflows for subscription process. Rapid multiple re-investment process. Investor Relations Consolidated reporting and automated investor management....
relevant regions
London, United Kingdom
Bite Wealth Universe
The ideal marketplace for investors An array of alternative investment funds in one place. Explore investment opportunities Discover a growing selection of private market funds, including funds from Bite Stream clients and Bite Group's own regulated investment manager. Save time assessing investment options Easily filter funds by strategy, style, liquidity, target return and geography based......
relevant regions
Palo Alto, CA, United States
BitGo Prime Trading
Security meets liquidity Sourcing from a deep pool of liquidity across a number of leading exchanges and market makers, BitGo Prime trades on a riskless principal basis, providing liquidity to clients directly on a non-disclosed basis. Your trusted partner BitGo Prime is the contra-side of every trade. We don’t operate a crypto exchange......
relevant regions
Palo Alto, CA, United States
BitGo Qualified Custody
The gold standard for custody Safeguard your digital assets with our qualified, insured cold storage custody at BitGo Trust Company—a regulated Trust Company under the Division of Banking in South Dakota. Cold storage assets are held in segregated accounts, insured and secured by BitGo’s battle-tested and peer-reviewed multi-signature security. Clients receive......
relevant regions
Lausanne, Switzerland
BlackSwan
BlackSwan helps you avoid extreme events through sophisticated quantitative risk metrics and accurate distributions. Its built-in market risk module is constantly evolving and back-tested to ensure it remains relevant to prevailing market risks. It provides for a number of risk metrics such as value-at-risk, volatility, expected shortfall and tracking error. It......
Chicago, IL, United States
Blaze Portfolio
Our features are constantly evolving to help our clients work faster and smarter. Model Rebalancing Implement complex models and monitor asset allocations across portfolios with ease. Trade Order Management Manage order flow across multiple custodians, asset and security classes. Tax Management Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Drift Analysis Identify strategies or securities that......
relevant regions
New York, NY, United States
Bloomberg Launchpad
Bloomberg Launchpad is a customizable workspace, designed for financial professionals, that brings your most critical information and functionality forward to help you make informed decisions in real time and ahead of the market. You gain a completely personalized interface structured to meet your own needs—in the format that most fits your......
Singapore, Singapore
BlueFireAI
Who we are Blue Fire AI is a pioneering capital markets intelligence firm: a unique combination of capital markets experts, leading mathematicians and pioneering technologists. Synthesizing the latest state of truth around companies, Blue Fire AI proprietary asset intelligence is used by large global institutions for asset selection, asset monitoring and portfolio......
relevant regions
Bangkok, Thailand
Bonanza Wealth Management
Bonanza Wealth Management (BWM) is an integrated platform designed to support high demand of customer relationship businesses and a complex portfolio management analysis. The solution provides technology that helps private wealth institutions utilize their customer’s database more proficiently and more efficiently. With BWM's sophisticated work system, firms will be able to......
relevant regions
Singapore, Singapore
BondEvalue App
Transparent bond prices Two-way bond prices – at your fingertips News – Curated for the bond investor Artificial intelligence powered news engine to help you make informed investment decisions. BondEvalue emerged as the 2017 Asia-Pacific champion of the IBM Watson Build Competition. The award was given to BondEvalue for successful implementation of an artificial......
Chicago, IL, United States
BondNav®
BondNav® is a cloud-native platform aggregating real-time pricing and request for quotes (RFQs) directly from multiple ATS & ECN platforms, Institutions, Registered Investment Advisors (RIAs), Banks, & Broker Dealers. Trades initiated on the BondNav® platform are executed by InspereX, a veteran team of sales and trading professionals driven to achieve Best......
relevant regions
Oslo, Norway
Bond Reference Data
In addition to this, we have an extensive database of bond loan agreements on active and matured bonds. Our collection of data is multi-sourced and go through a rigorous scrubbing, cleaning and validation process before it is normalized and distributed on to our clients. By using the most recent technology......
relevant regions
New York, NY, United States
BondWave
BondWave is a trusted partner to some of the biggest names in the financial industry. We’ve made it our business to reimagine fixed income — with innovations in monitoring, trade opportunity mining, proposal generation, analytics & reporting, best execution, transaction cost analysis (TCA), compliance tools, and market transparency. We are an extension......
relevant regions
Subiaco, WA, Australia
BOOM
Intiger is the only ASX listed entity (IAM) dedicated to reducing the costs & improving the productivity of Financial Planning Practices. BOOM (Back Office Online Management) is the industry's first back-office & paraplanning engine. BOOM is not a CRM. Use BOOM to order every back office & paraplanning task your practice needs, all delivered......
relevant regions
Vienna, Austria
BQ Advisory
BQ Advisory brings significant advancements for wealth management advisory services. The cloud-based software system blends the power of behavioral finance, personality, and decision science with machine learning to provide an objective and predictive understanding of clients' behavioral characteristics, preferences, and values. As a result, financial institutions can provide more personalized......
relevant regions
Vienna, Austria
BQ Performance
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
Milan, Italy
Braino.ai
Empower your investment decisions with Braino Trading AI driven Trading strategies, signals over multiple time horizons, in-depth statistics, rankings, to help investors know where and when to trade. Portfolios A blend of AI powered investment portfolios using a unique Long Only investment strategy to outperform the market. Analysis & tools Analysis and tools to predict trends......
relevant regions
Sao Paulo, Brazil
BRITech Trader Order Management
Trade Order Management, after you have setup your clients, your portfolios, and your checks, now you are ready to trade, and this tool integrates with all of the external data sources you need. Integrating with any provider, broker, or custodian, the platform lets you pull data in and out with error-free......
relevant regions
Zurich, Switzerland
Brokerage
We are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the art solutions to meet their investment needs. Platforms & tools Multi-currency and multi-asset Swiss Bank account with Swiss IBAN Direct access to global markets Online transactions for the majority of listed products: Equities, bonds, funds, ETFs, options and futures, structured products, fiduciary......
relevant regions
Mountain View, CA, United States
Broker-Dealer
For Broker-Dealer Businesses bound to legacy systems lack the agility to adapt to new challenges and deliver on rising client expectations. Addepar helps you modernize your technology and unlock growth. Lead with the client experience Our industry-leading data aggregation and reporting capabilities enable you to manage your client’s wealth holistically to build long-lasting,......
relevant regions
Chicago, IL, United States
Brokereach.com
Trade equities, options, and futures globally with brokers’ program/cash desks and algorithmic execution services For traders Brokereach.com, a service of InfoReach, provides a single and secure point of access to various brokers’ trading desks and algorithmic execution services. Whether you trade baskets or single orders, Brokereach web-based execution management system will consolidate......
relevant regions
Sydney, NSW, Australia
Broker Solutions
Enhance your outcomes Providing shadow brokers, financial planners and ASX brokers with the ability to provide clients with a best of breed reporting and trading facilities across the complete spectrum of assets classes. Strengthen the value add to clients and provide greater flexibility around revenue generation for the business. A fully customised white......
relevant regions
Clearfield, UT, United States
Bucket Bliss Advisor
The balance sheet The balance sheet gives you an opportunity to summarize your client's complete financial picture. You can track cash accounts, investment accounts, and even calculate what the future value of an account will be at retirement—with and without additional contributions. You can track balances for several account reviews to......
relevant regions
Thawill, Switzerland
Business Integrator
The modular concept of our highly flexible software Business Integrator enables fast and quick connections to your custodians and market data providers. For various custodians we offer out of the box, plug and play plugins. The Business integrator analyses and process incoming data and delivers it to the target systems in......
relevant regions
Amsterdam, Netherlands
BUX ZERO
Zero commission That’s right! With BUX Zero you can actually invest commission-free! Zero hassle You can become a shareholder in no time at all. Download the app, create your account and pick the companies you want to invest in. Safe & guaranteed Your money is stored safely at ABN AMRO Clearing and under the conditions......
relevant regions
Talinn, Estonia
Buy & Sell Bitcoin
Buying and selling bitcoin can be a daunting process. You deserve a personalized experience and that is what you will receive with us. Bitcoin Reserve puts a strong emphasis on maintaining exceptional service by providing a responsive team for any inquiries, highly competitive fees, and quick settlement times as a result......
Talinn, Estonia
Buy & Sell Stablecoins
Stablecoins provide an alternative transport method for fiat currency, such as USD and EUR. With stablecoins, you can transfer fiat currency around the world in a peer-to-peer fashion 24/7. Convert your fiat currency into one of the major stablecoins Redeem your stablecoin balance back into fiat After going through an efficient onboarding process......
Limassol, Cyprus
Cadmos Tokenization Platform
Cadmos brings together powerful smart contracts and a scalable tokenization platform to offer a robust Infrastructure for private markets, asset management and fundraising. The Cadmos tokenization platform uses blockchain technology to maintain a secure, accurate and reliable shareholder registry and to automate fund administration. The platform allows the issuers to directly......
relevant regions
New York, NY, United States
Cadre
Real estate is a critical part of a sound investment portfolio A key tenet for building a sound investment portfolio is diversification. That’s where real estate comes in. Due to its low correlation to stocks and bonds, the inclusion of real estate to a multi-asset portfolio is designed to reduce volatility......
relevant regions
New York, NY, United States
Cadre Direct Access Fund
Cadre Direct Access Fund seeks to deliver Value Add returns with downside protection Our focus is on quality over quantity. We work with our experienced operating partners to carefully select each fund investment to add to a diverse mix of institutional-quality investments across risk and return profiles, asset classes, and markets. To build......
relevant regions
Sydney, NSW, Australia
CalibreRMS
Company and thematic research A structured note-taking tool that ensures consistency across your investment process. Painlessly write your company and thematic research notes Track your company interactions and meetings. Use Scorecards to capture your subjective assessments. Powerful personalisation to reflect your unique approach and investment process Modelling and valuations Track your company model changes and their impact Automate......
relevant regions
Vancouver, BC, Canada
Canalyst
Created by investors, for investors Immediate access to our platform of robust, accurate, fully-functioning equity models — on nearly every North American company — enables you to uncover more investment opportunities in a fraction of the time. Models are built and updated by our 60+ person research team, backed by sophisticated technology,......
relevant regions
New York, NY, United States
Canoe
25,000+ Funds Covered 10 million+ Documents Processed 40 million+ Data Points Extracted US$5 trillion+ AUA Across Clients Build Your Alternative Investment Data Infrastructure With Canoe If you’re like most alternative investment professionals, you’re yearning for more data, more intelligence, and more operational efficiency. But the frustratingly manual processes associated with accessing data from within unstructured......
relevant regions
Singapore, Singapore
CapBridge
The CapBridge platform efficiently tailors specific deal types to each investor, showing them only the deals that meet their investment criteria. Our platform also integrates useful tools that optimise time and resources. These tools include dynamic profiles, engagement tools, due diligence facilitation, deal flow management, secure data-room, and dashboards.Our innovative......
Paris, France
Capgemini Financial Advisor Desktop
The Capgemini Financial Advisor Desktop integrates and aligns the many activities and applications needed throughout the client-relationship development and advisory lifecycles. Analytics-driven functionality enables pro-active communications designed to maintain client trust, demonstrating advisor competency. Integration with social media supports proactive prospecting, and cognitive intelligence is used to match client-advisor personalities......
relevant regions
Chicago, IL, United States
Capital-Raising
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
Madison, WI, United States
Capital Valuation Group
For more than 45 years business owners and business advisors have turned to us to understand, increase and unlock the value of closely held businesses. We recognize that financial advisors and business advisors frequently enter into planning paralysis with business owners because they lack an answer to a key question: “what......
relevant regions
Manhattan Beach, CA, United States
CapLinked
The CapLinked virtual data room difference World-class security We are the most secure VDR and document management software on the market. We are SSAE16 Type II and ISO 27001 certified with private and permission-based workspaces that are easy to use and fully configurable. Always on customer service Our world-class technical specialists understand the urgency......
relevant regions
Sydney, NSW, Australia
CapRaise
$15.9B family office capital to be invested 114 family offices using CapRaise 9 Live deals searching for capital $680M total capital to be raised Invest The family office deal pipeline is curated based on your preferred investment criteria. How it works? Set your own deal criteria Family Offices can create deal queries outlining what types of deals they're specifically looking......
relevant regions
Dublin, OH, United States
Capstone College Partners
Changing the way America shops for college The College Aid Pro™ software application is a state of the art college funding tool for financial planners. This all-in-one tool is empowering advisors to deliver college planning strategies to their clients in a seamless way. We’re taking the hassle out of college planning......
San Francisco, CA, United States
Carta for Investors
Spend less time managing your fund, and more time investing Streamline your back office Spend more time working with companies, and less time managing the details of equity, compliance, and accounting. Manage investments securely Accept securities and access cap tables from the 10,000+ companies on Carta, in the same place you manage your portfolio. Access......
relevant regions
Ingersoll, ON, Canada
Cascade Enterprise
Easily identify the need for permanent life Insurance Run complex scenarios and highlight how life insurance and annuities can provide tax-preferred savings for clients with excess annual income. Almost half of retired Canadians (48%) are worried they will outlive their savings; this percentage rises to 74% for those not retired yet. Cascades......
relevant regions
London, United Kingdom
Cashfac for Asset and Wealth Management
Relative to other aspects of the financial services industry, the asset and wealth management industry seems to be performing well through the COVID-19 pandemic. However, the sector continues to be challenged by changing consumer preferences, technology advancements, increasing service delivery expectations and stringent regulatory requirements. The COVID-19 pandemic has certainly increased......
relevant regions
London, United Kingdom
Cashfac for Banks
Designed for corporates. Delivered by the bank. Our virtual accounts platform helps banks attract new clients, increase customer retention, increase deposits and drive transaction fees. For the bank’s corporate clients they provide functionally rich, highly relevant cash management solutions that deliver a significant ROI. Our platform bridges the gap that traditionally......
relevant regions
Sydney, NSW, Australia
Cash Market
Safe, secure and in control Security of personal information and transactions is of the utmost importance to Income Asset Management. We store everything on a remote server with bank-level security and data encryption. No fees are paid by you to Income Asset Management. Your money goes directly from you to your chosen provider and is never held......
relevant regions
Ashburn, VA, United States
Celeriti™: Enterprise Banking & Lending Software
Celeriti is DXC's end-to-end suite of SOA-based enterprise software for banking, cards, payments and lending. Celeriti gives financial services organizations of all sizes the latest technology at a lower cost of ownership. With Celeriti you can gain speed and certainty, and: Expand delivery channel capabilities Ensure a seamless customer experience Achieve a flexible, easy-to-integrate......
Portsmouth, United Kingdom
Centology
Many businesses hold historical data across multiple systems, making the tracking and finding efficiencies incredibly difficult. At Centology we have built a software platform that can collate all that data in one place. Centology offers a fully interactive experience for all, so that having all your data stored within one......
relevant regions
Huddersfield, United Kingdom
Centra
We asked advisers what they would like to make things a little easier. Our members told us they wanted : Efficiency in the advice process A seamless link from financial planning to research and suitability reports Greater support in making suitable investment recommendations and Support to deliver a better customer experience With this in mind, we......
relevant regions
London, United Kingdom
Centαur
Centαur: At a glance Centaur delivers technological capabilities with human expertise in one single package. Finally, a solution that truly aligns with the family office’s objectives and empowers the in-house team’s decision making process. Sounding board to CEO/CIO Optimizing internal cost structure Complementary to existing advisors Independent and impartial Products & services FinTech palette Independent investment research Access to experienced......
relevant regions
Cary, NC, United States
CFS for Financial Advisors
Parents want to provide for their children's college education. They want happy, successful children, but they're feeling the squeeze of paying for college while keeping retirement planning on track. The rapid change in the college funding landscape over the last 20 years has necessitated a new college planning paradigm for financial......
Cary, NC, United States
CFS for Financial Organizations
Help families with college-bound children make better-informed college-planning and funding decisions and reduce their out-of-pocket college costs via the customized EZ College Planning Report Increase revenue. CFS helps your institution drive new revenue (insurance, investments, loans, etc.) by providing the context, rationale and action step for relevant products and services Differentiate your organization from your competition Flexibility -......
relevant regions
Simi Valley, CA, United States
CFS Tax Software
CFS Tax Software, Inc. is a leading developer of tax utility software for tax professionals. Each year, over 30,000 tax and accounting firms across the United States trust CFS for affordable, high-quality, and reliable software. TaxTools, our flagship product, is the best-selling program of its kind. Our Payroll System suite of......
London, United Kingdom
CGIX
CGiX automates the calculation, tracking, reporting and modelling of the chargeable gains and allowable losses upon investment portfolios....
relevant regions
St Peter Port, Guernsey
Charities
Why is it so difficult to have confidence that you are getting the best return from your investments? The objective of investing is to get the best return. In fact, it’s a bit more complicated; you want the best return available without taking too much risk. Our charity team works alongside CEOs,......
relevant regions
Atlanta, GA, United States
CharityVest
Here's how a giving account works Donor-advised funds allow you to consolidate your giving to one place, grow your balance through investing, and recommend gifts to eligible charities at any time. Donate into your account - Contribute cash or stock with full tax advantages on one annual tax receipt. Grow your giving power......
relevant regions
London, United Kingdom
Charizone Charity Reports
Why is it so difficult to make informed, passionate donations based on knowledge - rather than being swayed by a well-planned fundraiser, a glossy website or a shiny marketing brochure? Our reports provide you with meaningful insights about charities in an easily-digestible format. Based on the Charizone Framework, we offer a......
relevant regions
Burlington, MA, United States
Charles River Wealth Hub
The Charles River Wealth Hub enables wealth managers to automate and streamline communication with sponsors. Rather than relying on email and learning multiple user interfaces to upload information separately into each sponsor’s platform, managers access a single dashboard for all communications, where they can securely distribute account and model updates......
San Francisco, CA, United States
ChatGPT Enterprise
Security & privacy Protect your company data Customer prompts or data are not used for training models Data encryption at rest (AES-256) and in transit (TLS 1.2+) SOC 2 compliant Deploy with ease Scalable deployment tools Dedicated admin console and easy bulk member management SSO and Domain Verification Analytics dashboard to understand usage Move faster Fast, uncapped GPT-4 Unlimited, high-speed access to......
relevant regions
Westport, CT, United States
Children & Wealth
Context Many parents know that Financial Literacy matters, they want to introduce their offspring to the important concepts of money and wealth, but don’t always know when and how. A big client need / major advice opportunity. Solution Every two years, as the children turn 4, 6, 8, and… years of age, you will......
relevant regions
Seattle, WA, United States
Chrome Extension
Save time Highlight and right-click on an entity, instantly scan a news article or search within the extension to uncover hard-to-find information (like a company‘s valuation or an executive‘s contact info) without leaving your current window or tab. Streamline your workflow Get all the information you need in one place. Your search history......
relevant regions
London, United Kingdom
CityFALCON.com
Global coverage Build your watchlist to get personalised stories or get trending stories for the asset classes you track. Our coverage includes stocks, commodities, foreign exchange, indices, bonds, sectors, cryptocurrencies, countries, and more. News, tweets and research Access news stories, tweets, and research for your portfolio and watchlists. Easily create new watchlists with your topics......
relevant regions
London, United Kingdom
Clearing
Connect to UK payments, whatever your chosen scheme We built the API connection direct to the schemes, so you don't have to. Meet your customers' expectations for speed and ease by giving them access to real-time payments. Say goodbye to batched payments and messy processes. Money moved internationally, with ease Our multi-currency clearing lets......
relevant regions
San Francisco, CA, United States
Clearing
Many challenging market requirements impact clearing members and participants, from front to back to risk. These include supporting CCP and FCM connectivity, adapting to changing regulatory and client reporting, managing complex segregation models, and complying with new margin methodologies, clearing cross-margining, and netting and compression programs. An integrated OTC and ETD......
relevant regions
New York, NY, United States
Clearnomics
Discuss markets with confidence. Clearnomics is a technology platform that arms advisors with the market insights that matter most to clients Whether you’re an individual advisor, run a large RIA, or manage an advisor technology platform, we have a solution for creating polished, customized market insights at the click of a button....
New York, NY, United States
ClearVest
ClearVest services independent wealth managers seeking opportunities in the private investment space. Our unified technology platform streamlines the process from research to execution. We operate as a fiduciary, providing you with a true partnership. Solutions Access Challenge High minimums and non-transparency frequently deter investments. Solution ClearVest takes a three prong approach to accessing alternatives. We strongly believe......
relevant regions
Chester, United Kingdom
CleverAdviser
Innovative fund-selection and monitoring, using data-driven analytical technology. CleverAdviser offers IFAs an investment service that uses algorithms and data, rather than human instinct and emotion, to help IFAs recommend decisions on fund selections for their clients. By analysing millions of pieces of fund data per month, our system removes the possibility of......
Basel, Switzerland
clevercircles
With clevercircles you can manage your own portfolio with the cheapest ETF and index funds. You can put together your own index portfolio from CHF 10,000 and follow the development. Every two months you can review your strategy and compare it with others, adjust it for free or rebalance. Self-determined wealth......
relevant regions
Auburn, CA, United States
Client Acquisition
The average wealth management firm isn’t growing as it should. In fact, the standard market-adjusted growth rate is 3%, and only 20% of financial advisory firms are high-performing in terms of growth and profitability. That’s why Nitrogen has built the world’s first Growth Platform, a bridge between your marketing and......
relevant regions
Auburn, CA, United States
Client Engagement
Crafting a tailored, high-quality, client experience is an integral part of your firm’s growth. With Nitrogen, your team can develop a deep understanding of each client’s unique needs, and establish client engagement processes that multiply across your entire team of advisors to reach every client, every time. Adopt a repeatable process......
relevant regions
Montréal, QC, Canada
Client Engagement Automation
Enable administrators, advisors, and investors, with simplified, centralized operations. Admin Portal Forms are the APIs of finance. Mako's Admin Portal is where the form-filling magic happens, especially at scale. It allows different types of asset managers to oversee the state of onboarding for all clients at once, and to facilitate back-office paperwork......
relevant regions
Chicago, IL, United States
Client Portal
You can leverage a complementary set of configurable modules that allow your clients to aggregate their personal finances to obtain a holistic view of their wealth and assess their financial health. Through innovative and intuitive technology, modules include a configurable digital storefront for opening an account as well as Financial......
relevant regions
Singapore, Singapore
Client Portal & Mobile Apps
Web based dashboards allow investment managers to publish intraday or daily holdings, cash and instrument transactions, valuations, performance measures and mandate variance to their clients within a company defined layout. Clients are able to amend / reorganise the layout to suit their preferences, providing a personalised form for data consumption.......
relevant regions
Abingdon, United Kingdom
Client Suitability and Appropriateness Checks
Suitability and appropriateness, as applicable, has to be assessed against a clients’ investment knowledge, their experience, their financial status and their investment objectives. In order to be compliant, investment firms have to obtain the necessary information from clients based on their classification, the service they want to receive and the......
relevant regions
London, United Kingdom
Climate Intelligence
Climate risk is business risk Our changing climate threatens every physical asset and natural resource our world depends on, costing us billions today and affecting every enterprise around the world – a figure projected to cost trillions in the near future. Humans have made billions of uninformed climate decisions over the last century.......
London, United Kingdom
Closir
Reach a global audience of investors Target and access the entire EMEA investment community of 5,000+ mutual funds, hedge funds, sovereign wealth funds and family offices, and better understand their investment criteria. Quickly plan and fill roadshows anywhere Find out where investor interest is concentrated and quickly fill the meeting agenda using a......
Copenhagen, Denmark
Coherra
Who we are Mission Creating the financial open platform of the future. Vision Making a whole new financial digital world. What? Give all current and coming participants access to a scalable financial global platform with unrealised investment opportunity. Why? The next generation of investors bring new attitudes and expectations to the financial world – they demand transparency, accessibility, agility, visibility, quality andaccountability. How? Introducing a financial investment ecosystem that brings people from the......
relevant regions
Canterbury, United Kingdom
CoInvestor Platform
CoInvestor is an alternative asset investment platform enabling advisers, paraplanners and sophisticated investors to evaluate, allocate and monitor a diversified portfolio - all in one place. Our platform offers a marketplace of tax-efficient and private equity investment opportunities, each detailed with in-depth product and manager information, documentation and a straight-through digital......
relevant regions
San Francisco, CA, United States
Collateral, Margin & Securities Finance
The growing need to integrate the collateral function with the treasury and capital market trading solution is driven by new pricing, hedging, and counterparty risk best practices, and by larger regulatory frameworks including UMR, SA-CCR, and SFTR. Facing increased demand for non-cash collateral, firms also urgently need to optimize inventory......
relevant regions
Dublin, OH, United States
College Money Report
Wondering how to grow your practice through college planning? Our College Money Report helps advisors attract college-bound families, gather key data and information to determine whether they’re an ideal client fit, and convert them into loyal clients. This simple tool is easy to install on your website and immediately solidifies your......
relevant regions
Krakow, Poland
Comarch Wealth Management
Comarch Wealth Management is a multi-module investment system dedicated to private banking and wealth management. The software supports wealth management processes delivered to clients in the form of personal services identified as: Simplified investment advice – occasional advisory on investment products Full investment advice – recurrent advisory on model portfolio Execution only – transaction execution based on client’s......
relevant regions
Oslo, Norway
Company Data
One such data service is company data, where we help provide company information such as: LEI-codes Issuer registration number Business type Region / domicile Sector / sector codes Industry class / industry class codes Contact information Etc. ...
relevant regions
London, United Kingdom
Company Watch
For organisations looking to move from periodic KYC checks to an event-driven approach, Company Watch automates the detection of material changes to company data without the need for extensive manual intervention. Our service takes the pain out of perpetual KYC by reducing cost and effort and acts as a critical......
relevant regions
London, United Kingdom
Compass
Based on over a decade of scientific research combined with practical, real-world insight into risk profiling and client engagement. Compass combines: people’s willingness to take risk (risk tolerance), with their changing ability to take risk (dynamic risk capacity), informed by their behaviours (emotional comfort), and knowledge and experience formed over time. We can: Help you embed a robust, evidence-based......
relevant regions
Dublin, Ireland
Conexim Platform
Conexim is a member of the Irish Life Group of companies, and a subsidiary of Great-West LifeCo Inc who are one of the world’s leading life assurance organisations. Conexim, established in 2010, is a market leading open architecture Investment Platform, providing a range of investment solutions to the intermediary market and whose offering......
Sydney, NSW, Australia
ConnectHUB
Introducing ConnectHUB by HUB24 We live in an increasingly connected world… and yet your business experience is often disconnected & inefficient. ConnectHUB by HUB24 is the answer. ConnectHUB by HUB24 is a new platform… but different. It can be customised just for you. It seamlessly aggregates data from multiple sources and allows......
relevant regions
Winnipeg, MB, Canada
Conquest Planning
The ethos of Conquest Planning is to get more people into financial plans. Our application empowers advisors and planners to build plans faster, in collaboration with their clients, with a higher degree of accuracy, while furthering financial literacy through a living and continuous action plan. A flexible platform Don't spend hours manually......
relevant regions
San Diego, CA, United States
Copia Wealth Studios
A new kind of all-in-one wealth management platform View your portfolio in real-time, and become a better steward of your wealth. From alternatives like real estate and venture capital to cash and other liquids - Manage your Assets Under Intelligence™....
relevant regions
New York, NY, United States
Co-Pilot
Co-Pilot Order Management Manage your multi-asset (equities, mutual funds, options, futures) end-to-end trade order management lifecycle including order upload, order blocking, manual order entry, dynamic order routing, inclusion of execution instructions, algorithmic trading and more. Co-Pilot supports all major order types, connectivity to over 100 executing brokers and destinations, transmission of commission......
relevant regions
London, United Kingdom
Copper Platform
Fully integrated with 15+ exchanges Simple portfolio management & reporting Seamless integration with offline vault The Copper platform integrates revolutionary custody architecture with effortless trading, giving institutional investors the ability to offer digital assets, easily and at a low cost. Trading features An institutional platform, with hot and cold storage, enabling digital asset trading and management in one place. Multi-logins......
relevant regions
Arlington, TX, United States
CORE 2.0™
CORE 2.0™ is a powerful, intuitive platform designed to be extensible, easy to upgrade, and comes loaded with a suite of tools that enable users to easily customize their reports. It’s built around three key features: performance analytics, customizable dashboards, and a report builder. CORE 2.0™ adds new functionality to the robust foundation established with......
relevant regions
New York, NY, United States
Core LiveWealth
Multi-custodian aggregation Cora LiveWealth automates all forms of data gathering, digitization, and normalization. Powerful analytics and reporting A portfolio analytics engine provides industry-standard performance reporting models. Multi-custodian aggregation Cora LiveWealth automatically extracts data from most major international custodians, and creates a normalized view with 100% accuracy. Robust performance and risk analytics The system's analytics engine delivers customized......
Singapore, Singapore
Corporate Actions
Wealth Intelligence's Corporate Action solution will improve your corporate actions data, ensuring no event is missed or erroneous information provided to and acted upon by internal decision makers or external clients. It will provide processing visibility against workflows specific to any event type, ensuring compliance to best practice and adhesion......
relevant regions
New York, NY, United States
Cost Basis
Silver Cost Basis is the modern enterprise-class solution that does cost basis right. Use existing data formats Get cost basis before market open Operate efficiently and effectively Reduce total cost of ownership Go beyond compliance Provide cost basis clarity ...
relevant regions
Chicago, IL, United States
Countercyclical
Craft insightful valuations, collaborate in real-time, and work securely all in the same place. Capture the entire flow of your investment lifecycle while keeping everyone at your company on the same page. Founded in 2022, our mission is to empower investors with tools to discover the world’s value....
relevant regions
Hartford, CT, United States
Covr Advisor
The co-branded dashboard allows the advisor to easily select the needed product, whether life, long-term care or disability coverage, compare products and premiums, and complete the process online in minutes. Accessible from the dashboard are innovations like the long-term care estimator, which allows advisors to see immediate, customized, side-by-side quote comparisons,......
relevant regions
Hartford, CT, United States
Covr Insights
Advisors and institutions can grow their business and revenue by better addressing client needs and protecting them from unforeseen risk. Covr Insights helps prevent policy expirations and lapses, helps advisors and keep pace with clients’ life changes. Effectively manage and efficiently serve your current under-managed life insurance blocks with Covr......
relevant regions
Zurich, Switzerland
CREALOGIX Financial Advisory Workbench
Aimed at advisors and relationship managers who serve private investors, Financial Advisory Workbench (FAW) delivers an aggregated, visualising data from different systems e.g. core banking system, portfolio management system, CRM. The software provides for structured meetings with attached records in order to achieve standardised legally compliant advisory processes. Based around a......
relevant regions
San Francisco, CA, United States
Credible
We bring simplicity, choice and unbiased support to all of life’s important financial decisions with credible borrowers are always in control. We let you compare personalized loan offers from multiple vetted lenders, giving you the power and confidence to improve your financial future. No fees We'll never make you pay for using our......
London, United Kingdom
Credit Assist
How it works Using Credit Assist, you can analyse pricing data, fundamentals, news and generate risk or investment recommendations within seconds using bots to assist you along your journey. My dashboard You begin your Intellibonds journey at the ‘My Dashboard’ function. This function illustrates what is going on in your universe. ‘My Dashboard’......
relevant regions
Zurich, Switzerland
Credit Engine
Credit Engine supports the whole client journey: Digital client onboarding Instant scoring and valuation of collateral (for example real estate, securities) Credit offers from multiple lenders based on their risk model Servicing the loan Prospective secondary market. Credit Risk Engine sits on a single platform, seamlessly integrated into a core banking or loan management system. It......
relevant regions
Immenstaad, Germany
Credit Risk Platform
Credit risk analysis and management on a secure, cloud-based platform Sound practices and tools for credit risk management are essential to the long-term success of banking organizations and financial services providers. The Credit Risk Platform enables the analysis of credit risks, the automation of lending and decision-making processes as well as......
relevant regions
Seattle, WA, United States
CRM Integration
Reach out at the right time Say goodbye to a static list of leads. Take your existing CRM to the next level with actionable, in-depth data on private market transactions that shows you who to contact—when. Make conversations count Inform and personalize interactions with clients by accessing the latest news and key details on companies,......
relevant regions
New York, NY, United States
Cross Border
Why the need for Droit’s Cross Border As clients become more mobile and global, advisors need to navigate the latest cross-border rules (often sourced from detailed country manuals) and institution-specific policies to provide the best, most relevant investment opportunities in a timely manner. Additionally, a constantly changing landscape of requirements within the......
relevant regions
Chattanooga, TN, United States
Cruise Control
Best for advisors that want more clients without the additional marketing effort. For advisors Cash flow mapping This easy-to-use software simplifies your processes, qualifies prospects quickly, and creates efficiencies. Personalized onboarding Sit back and relax, let us do the heavy lifting. Personalized onboarding will ensure you're set up for a simpler, more scalable process. 1-on-1 on-going......
relevant regions
Neuchatel, Switzerland
Crypto ATMs
Our Crypto and Bitcoin ATM network offers anyone, of any experience level, the ability to instantly and securely buy and sell bitcoin or litecoin, and buy ether or monero, with Swiss Francs (CHF) and Euro (EUR) at physical terminals in Switzerland. Our kiosks are currently operational in Zurich, Zug, Winterthur,......
relevant regions
Singapore, Singapore
Crypto.com App
Buy Bitcoin and 250+ cryptocurrencies with 20+ fiat currencies Access, manage, and spend your funds anytime with the Crypto.com Visa Card...
Neuchatel, Switzerland
Crypto Exchange API
Open API - free, with no permission needed to get integrated. Fully compliant fiat on/off ramps without KYC. Profit sharing opportunities for those who partner. Detailed documentation for a smooth integration process. Fiat on/off ramps made simple As long-time contributors to the crypto ecosystem, we believe that mass adoption can only happen once there are......
relevant regions
London, United Kingdom
Crypto Fund Platform
Our crypto fund platform is built on the robust Enzyme protocol, which provides access to digital assets and DeFi from one simple, unified app. Thanks to the operational and administrative innovations of on-chain asset management, our model offers: A reduction in the total expense ratios of funds by 80% or more On-chain......
relevant regions
Hong Kong, Hong Kong
Crypto Lending and Borrowing
With the number of cryptocurrency holders growing rapidly across the globe, the demand for cryptocurrency deposits and loans service is also booming. Babel Finance provides secure, reliable, and flexible deposit and loan services for global miners, cryptocurrency holders, individual and institutional investors to preserve and increase the value of their......
relevant regions
Hong Kong, Hong Kong
Crypto Prime Service
Babel Finance Crypto Prime Services provide institutional customers with efficient and accurate transaction execution services, with one account connecting multiple trading platforms, realizing cross-platform margin sharing and funding services to greatly improve the efficiency of your capital utilization. All trading and transactions are based on cryptocurrency. ...
relevant regions
Dublin, Ireland
Curator
Unlike many platforms or applications, which tackle specialised areas of activity, Curator covers the entire fund lifecycle: product masterview, risk, oversight, reporting, due diligence, global registrations and more. Intelligent digitisation from start to finish. Everything is right where you want it. Everyone is 100% clear on what they’re doing next. Curator is, quite literally,......
relevant regions
Vaduz, Liechtenstein
CurioInvest
Investing in fine automobiles was a headache. Not anymore. A team of experts research and source rare, investment-grade collectable cars. We only select competitively priced cars which have the potential to increase in value over time. All the key information about the vehicles is available on the CurioInvest platform (including......
relevant regions
London, United Kingdom
Currencycloud Solutions - API Integration
Built for Developers, By Developers Build tailor-made solutions for you and your customers with a simple Application Programming Interface (API) integration that allows you to build a cross-border transactions ecosystem directly into your product. We take care of the difficult parts, like regulation, compliance and plugging you into a banking network.......
relevant regions
London, United Kingdom
Currencycloud Solutions - Direct Platform
Looking for a Ready-Made Platform to Elevate Your Cross-Border Business? Get access to all the tools you need to manage your cross-border needs with ease. From accessing wholesale FX rates to collecting and sending money worldwide, Currencycloud Direct is a ready-made cross-border platform with enhanced reporting and management tools to help you......
relevant regions
London, United Kingdom
Currencycloud Solutions - White Label Platform
Control Your Customer Experience If you want to offer a service that looks and feels like you but want to save time, money by not having to build it yourself, this could be the option for you A Flexible Interface That’s Ready to Use Get to market quickly with our white label cross-border......
relevant regions
Wilton, CT, United States
Custodial Agg
Institutional Feeds 800 US institutions 150 European institutions 60 other international Daily Processing 120 normalized transactions Asset/sector/geo coded Full recon and quality control Performance calculation ready Daily Delivery T+1 delivery for most sources Feed and API options 20 standard integrations ...
relevant regions
Bath, United Kingdom
Custody and Investment Technology
At a glance Our modern investment infrastructure Affordable custody - Safeguard your clients’ cash and assets, for a max cost of 10bps. Trading & settlement - Leave us to route and settle investment orders in the market. Investment tech - Key functionality to underpin advised or D2C investment platforms. Wrapper administration - Access a growing range of......
relevant regions
Wan Chai, Hong Kong
Customer-Direct
Convenience for customers Gives customers full control over their investment journey Create a beautiful app to engage your customers. Empower them with the right tools and offerings, enabling them to make sound financial decisions independently and freely. Supports multiple investment journeys Personalised services and compelling offerings that cater to varied investment personas and interests.......
relevant regions
London, United Kingdom
Custom Index Calculation
Our API-based approach allows for creation and distribution of custom client indices at scale. Indices can be accessed on demand, or delivered on regular schedules, or fully integrated with a direct indexing application for onward distribution and tracking....
relevant regions
Excelsior, MN, United States
Custom Model Design
How it Works Initial consultation: we start by understanding your unique goals and preferences as a financial advisor. Custom models designed: we skillfully blend strategies into unified, cohesive models that meet your clients' needs. Personalization: investment models are tailored to reflect your brand identity and resonate with your clientele. Ongoing support: access supporting collateral,......
relevant regions
New York, NY, United States
Custom Platform Solution
For wealth managers, wirehouses and private banks Your branded platform powered by iCapital Network so you can market your funds, the iCapital menu of funds or a unique combination of both, to your high net worth investors and provide service for the life of the investment. For fund managers Your branded platform powered by......
relevant regions
New York, NY, United States
DarcMatter
Join a growing network of high net worth individuals, family offices, financial advisors, and institutions to access a comprehensive range of screened alternative investments. Select your investment preferences to streamline sourcing and recommendations To simplify your search process, DarcMatter employs an algorithm to see which alternative investment opportunities featured on the platform......
New York, NY, United States
Dasseti Collect
Why does your due diligence or research team need Dasseti Collect? Get the information you need, fast Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Never miss another warning sign again Set your own pre-defined flags and alerts to track risks within funds or managers. Do due diligence your way Dasseti Collect......
relevant regions
New York, NY, United States
Dasseti ESG
Collect, analyze and integrate ESG metrics into investment decision-making....
relevant regions
New York, NY, United States
Data
Data Direct feed by asset class Analytics Issuer-centric analytics Indexes Design for your strategy...
relevant regions
Bloomington, MN, United States
Data
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
Stamford, CT, United States
Data Aggregation & Analytics
Data in PDF is quite complex (Alternative Investments), Data in API/CSV (Custodian Bank, Broker Data), Data in Excel (Trust Structures, Real Estate, Insurance & etc.). Most vendors impose the same rigid data structure (i.e. single schema in a single database) on all clients. This means that they can only solve ‘’common’’ problems......
relevant regions
London, United Kingdom
Data and Analytics
ESG data solutions Making sustainability data more accessible. Our ESG Data Solutions enable company and portfolio-level analysis with ESG data for more than 25,000 companies. Fund Scores A suite of transparency tools to assess the sustainability performance of funds globally. ESG Book offers scores for over 35,000 ETFs and mutual funds, covering over 160,000......
relevant regions
London, United Kingdom
Data & Document Dissemination
Quick and efficient distribution of your fund data We enable fund companies to deliver fund data in a single batch to FE fundinfo. Our cloud-based datafeed platform then ensures your distribution partners always receive your latest quality-controlled fund information, such as daily fund prices, static data, fees and charges, MiFID II......
relevant regions
London, United Kingdom
Data & Document Feeds
Fund data how you want it Simple web-based dashboards allow you to customise your feed. Whether it’s for regular reports, building your own web tools or for use in pre-designed charts. Our range of cost-effective fund data feed services are fully scalable and configurable. Extensive coverage Our extensive database of funds and the......
relevant regions
Redwood City, CA, United States
Data Enrichment
More Meaningful Insights Accurate, enriched data can unlock invaluable opportunities to grow your business and increase customer satisfaction. Envestnet | Yodlee Transaction Data Enrichment (TDE) provides categorized & simplified transaction data that is highly accurate and easy to use in order to improve the customer journey and digital experiences. Envestnet | Yodlee’s data enrichment......
relevant regions
New York, NY, United States
Datafeeds
Eurekahedge Daily Indices Datafeeds contain the whole suite of Eurekahedge Indices and are generated on a daily basis. Special request datafeeds are available to subscribers and may contain specific datasets which may cover fund details, NAV, AUM, instruments traded, 13F, travel plans and more. These custom datafeeds can be generated according......
relevant regions
Malmo, Sweden
Data Feeds
225 million macroeconomic, financial and sector times series from over 2,500 sources and 200 countries Rapidly growing set of point-in-time data with 15 million feedable series and counting True-to-source raw data with links back to the original source Flexible data frames that follow industry-standard open specifications for data delivery We deliver data to you......
relevant regions
Zurich, Switzerland
Data Management
Our proprietary tools and data models allow for efficient data capturing of data for structured products, mastering all challenges caused by the complexity of these kind of financial products (barriers, strikes, etc. based on product type). Additionally, we co-operate with SIX Swiss Exchange to assure the quality of the data......
relevant regions
Rotterdam, Netherlands
Data Room
Archive your deal in the cloud and on a USB delivered to your door within 24 hours, with a full audit trail of your disclosed data and all relevant reports. With Virtual Vaults Data Room you can run due diligence, share data, explore insights and manage Q&A....
relevant regions
Paris, France
Data Solutions
Our prioritary database encompasses +150,000 share classes and +800 life insurance products and accumulation products. Funds Powered by + 1,500 distinct sources, our proprietary database is for back, middle and front offices' uses. It covers several financial supports: funds, ETFs, life insurance products, REITs, private equity funds, structured products, etc. ESG dimension Since 2019, we......
relevant regions
Pittsburgh, PA, United States
Data Technology & Services
Performance & Analytics - Performance, attribution and composites From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies. Risk - Multi-asset risk management and analytics As......
relevant regions
Utrecht, Netherlands
Data Tunnel
The problem - Inaccessible data We live in a big data world, but many organizations are unable to realize the value of the datasets they possess owing to the difficulties in buying and selling data. Datasets can be hard to monetize Data becomes siloed and unavailable Current datasets come in different formats Once sold, firms......
relevant regions
Chicago, IL, United States
DBRS Morningstar®
On July 2, 2019, Morningstar, Inc. completed its acquisition of DBRS to expand global asset class coverage and provide investors with an enhanced platform featuring thought leadership, analysis and research. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the......
relevant regions
New York, NY, United States
Deal-by-Deal Investing
Some investors want more control over their portfolio. For them, we created Deal-by-Deal investing We know that some of our investors want to pick and choose the individual investments that are right for them. That is why we typically allocate a portion of the equity value of selected assets for Deal-by-Deal......
relevant regions
Singapore, Singapore
Dealflow
What you can do with Dealflow Custom workflows - Organize deals and customize the pipeline stages to suit your investment process. Pitch pages - Receive pitches through a company page, customizable to ask the right questions. Pipeline analysis - Anlayze your dealflow across sectors, regions, stages, sources and run cohort analysis. Mailbox integrations - Integrate with Gmail and......
relevant regions
Chicago, IL, United States
Deal Pipeline Management
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
Bergen, Norway
Deep Alpha
Deep Alpha - Advisor Solution (DAAS) is a solution for financial advisors to assess customers' risk and document the advice given to them. The solution provides the advisors an interface to capture information about the end client, document the risk assessment, and produce investment advice. Deep Alpha is a web......
relevant regions
Haddenham, United Kingdom
Defaqto Engage
Whether you are an adviser or a paraplanner from an independent, SME or large advice firm, whether you are directly authorised or an appointed representative, Engage - our investment planning software solution - has something to offer you. Accumulation, decumulation and research workflows Engage has a variety of workflows, with each one......
Oslo, Norway
Default & Recovery Database
Every corporate action event gets evaluated and applicable events get described and merged into a dataset containing detailed issuer, security and event information including twelve months trailing default rates and recovery rates. The database is accessible via Stamdata.com and through our Stamdata data feed, easily configured for your financial system. The......
relevant regions
Utrecht, Netherlands
DeFi Terminal
The problem - Unsatisfactory liquidity mining programs Liquidity mining is a focal point of DeFi, but each new project builds their own programs, taking away team resources and introducing potential security issues, while leaving users with multiple positions and no easy way to manage them. No easy white label liquidity mining program available Building......
relevant regions
Cardiff, United Kingdom
Delio Core
Acting as an end-to-end digital infrastructure for all of your private markets activity, Delio’s private markets technology is configured around your specific operational, commercial and regulatory needs. This means that investment origination, distribution, transaction management and reporting are all integrated seamlessly into elegant workflows that reduce operational friction, improve regulatory......
relevant regions
Cardiff, United Kingdom
Delio Structuring
Drawing on decades of private markets investment structuring experience gained at some of the world’s most prestigious investment firms, our team of experts will work in partnership with you to advise, guide and digitally deliver a structuring solution that meets the specific needs of you and your investors. We offer a......
relevant regions
Cardiff, United Kingdom
Delio Vaults
These connected infrastructure solutions create opportunities in investment syndication, B2B2C distribution, navigating differing needs across international markets and enabling Delio clients to offer their partners integrated product plus technology solutions out of the box....
relevant regions
Malmo, Sweden
Desktop Solutions
We offer three options for our data and analytics All solutions give you access to our entire database of macroeconomic and financial time-series data. Choose the one that best suits your needs and those of your teams. Core Macrobond Core combines data with built-in analytics that enable you to quickly analyse the information,......
relevant regions
Zurich, Switzerland
Desygnate
Digital securitization of assets on the blockchain provides greater access to capital, increases efficiency of capital raising, and automates corporate housekeeping processes such as maintenance of share registry and execution of corporate actions. For investors, it offers the exploration of investment opportunities when they are first brought to market....
relevant regions
Manchester, United Kingdom
Digi
DFM Providing a range of carefully and professionally managed investment portfolios which include Hybrid, Passive and ethical portfolios. These expertly managed investment solutions are delivered at a competitive cost, with a proven track record and they are independently assessed and risk-rated portfolios. Delivered by an experienced and award winning team. Investment platform Using......
relevant regions
Sydney, NSW, Australia
Digital Advice Solution
Change is here As the finance sector embraces the digital age, advances in technology are compelling people to seek new and unique methods of undertaking investment plans and attaining financial advice. There is now a generation of advice seekers that don’t want the first point of contact to be a face......
relevant regions
Paris, France
Digital Distribution Platform
The solution to simplify your account subscription and product/contract management procedure and shorten processing times between the front and back office. Pension, provident and savings client pathways with the help of powerful simulators, support your omnichannel digital strategy by recommending turnkey or customised product. Subscription for life insurance, real estate investment trust and......
relevant regions
Geneva, Switzerland
Digital for Wealth
Digitalize Wealth Management Support the digital servicing of the new generation of High-Net-Worth Individuals. Provide tools for digital collaboration with investment advisors and introduce a hybrid model. Reduce the cost of servicing by enabling your customers to self-serve and take control of their investment decisions. Offer Next-Generation Investment Experiences Engage with your customers......
relevant regions
New York, NY, United States
Digital Investor
Digital Investor is a custody-agnostic online portal that connects advisors and their clients to a compelling, personalized digital wealth management experience. Our portal is engineered for rapid go to market deployment, at scale, without quality decay or added expenses....
relevant regions
New York, NY, United States
Digital Portfolio Developer
Able to analyze more than 20,000 funds at the holding level, this ground-breaking technology uses deep data analytics to evaluate the existing portfolios in order to provide solutions designed for financial professionals. Optimize portfolios to seek specific outcomes, such as solving for income, reducing volatility, increasing perfomance potential or minimizing fees Analyze exposures by......
relevant regions
London, United Kingdom
Digital Solutions
Up-to-date fund information on your website Our digital tools for advisers allow your clients to view current fund information (including your own model portfolios) and access a wide range of original documents from your own website. Customised to your business Our digital tools for advisers can be customised to match your brand, fund......
relevant regions
Bath, United Kingdom
Digital Tax Wrappers
Wrapper selection Access a range of investment products and wrappers. Our paper-free investment products and wrappers are behind the next generation of affordable, efficient and fully digital adviser platforms. Our growing range includes GIA, ISA, JISA and our market-leading SIPP....
relevant regions
West Hollywood, CA, United States
Digital Wealth
Daily Log Ins - 491,000 Daily API Calls - 1.8 million Advisors Using Financial Planning - 140,000 Industry-Leading Clients - 550+ Global Advisor Experience Client Experience Client-led Planning Prospect Experience Goals-based Investing North America Advisor-led Planning Onboarding Client Trading EMEA and APAC Client Experience Advisor Experience Onboarding Client Lifecycle Management Portfolio Manager Digital Content Digital Proposal Automated KYC PaaS ...
relevant regions
Singapore, Singapore
Digital Wealth Platform Suite
The Digital Wealth Platform employs Artificial Intelligence (AI) and data analytics to enable the identification of more relevant investment opportunities, and leverages RegTech to address compliance in 15 market jurisdictions, removing barriers to investment and ensuring suitability and appropriateness across complex cross border settings. The Digital Wealth Platform has 3 modules; 1.......
relevant regions
Seattle, WA, United States
Direct Data
Data feed: Integrate private market insights that count Pre-define which datasets you want in your system and automatically update them. Select from a broad, deep à la carte menu of available universes including companies, deals, investors, funds, people and limited partners. API: Flexibly call down data on demand Programatically call down the exact......
relevant regions
London, United Kingdom
Direct Investing Module
Self-Directed, Self-Managed, Do-It-Yourself (DIY) or Non-advised Investing models have been around for many years now. In these models, the customer makes his own product choices and executes the transactions entirely online. What has changed over the years is that forward-looking businesses have evolved from offering individual investments on an execution......
Berlin, Germany
Distribution Bank Model
Explore open banking Offer attractive deposit products to your customers choosing from Raisin´s partners, 100% protected by deposit guarantee schemes. Tailor your customer offer choosing from the widest deposit offering in the EU. Easily integrate the products into your system and be in control of the customer experience. Gain a powerful and innovative tool......
relevant regions
London, United Kingdom
Door
Door is a collaboration between leading fund investors and asset managers to solve common problems. Together, we created the digital interface to access up-to-date and standardised fund due diligence information. Why Door exists for asset managers Streamlining Responding to due diligence questionnaires is intensive and repetitive work. And the workload is growing - some......
San Francisco, CA, United States
DreamFunded
Who we are: We have a very strong founding team growing DreamFunded into one the premier equity crowdfunding platforms in the new crowdfunding landscape. Our co-founders have extensive backgrounds in angel investing, venture capital and startup curation and our tech team comes from the best companies and universities in the world.......
relevant regions
Munich, Germany
Due Diligence
Tap the most comprehensive and accurate private equity fund performance data to deep dive into GP track records and operational KPIs of your potential investments to understand what drives performance and hidden risks. Securely share your private market data Leverage fully encrypted and confidential data rooms that unite GPs and LPs. Access......
relevant regions
New York, NY, United States
DWA Research Platform
Make smarter investment decisions with help from the Nasdaq Dorsey Wright DWA Research Platform. Our research platform is a complete technical analysis solution. The DWA Research Platform is a comprehensive research solution for advisors—from broad market insights, portfolio management tools and investment models—to custom rankings and alerts for securities, ETFs, Indices......
relevant regions
Ashburn, VA, United States
DXC Digital Model Bank
To survive in a hypercompetitive marketplace and provide customers a modern digital experience, community and regional banks need to digitalize their platforms and transform their operations. DXC Technology has partnered with SAP and Axxiome to create DXC Digital Model Bank, an end-to-end banking and financial platform that gives banks the......
Reading, United Kingdom
Dynamic Planner®
Dynamic Planner is a provider of market-leading wealth and financial planning technology, driving growth across vertically integrated and consolidated groups, networks and individual firms. It enables the delivery of: Scale – Anchored by Dynamic Planner, the biggest industry names have reported eye-catching results. Control – Drive conversion. Control the flow of client......
relevant regions
St Petersburg, FL, United States
Dynasty Investments
Dynasty Investments provides the research, tools, technology, manager access, and operations and compliance support for an RIA to offer its clients highly professional and scalable investment solutions. Our investment platform provides comprehensive support whether you choose to manage your own portfolio or outsource to our OCIO. Investment research & consulting Investment platform......
Zurich, Switzerland
e-AMIS
e-AMIS, the comprehensive asset management and information system, supports the entire investment process in portfolio management. Family offices, banks, asset managers and other financial service providers appreciate the wide-ranging functionality and intuitive nature of the software. With its flexible architecture and innovative technology, e-AMIS allows efficient management of investments. Portfolio......
London, United Kingdom
Earth Science AI
What is Earth Science AI? Earth Science AI is the pioneering technology that powers Cervest’s Climate Intelligence platform, EarthScan. We have fused artificial intelligence and machine learning with methodologies from statistical science and relevant physical science domains and modern scalable computing practices. This enables us, for the first time, to process, model......
London, United Kingdom
EDGE
Unlimited investors and deals Effortless company / deal uploads Private, FCA compliant, branded environment to manage deals and investors Complete control and visibility over deal and investor access Access to HUBX Network for capital or deal sourcing HUBX mobile app ...
London, United Kingdom
Edgefolio
Identify the best funds Edgefolio’s advanced search allows you to quickly identify the funds that best match your mandate. The tool comes bundled with rich data (from Morningstar®) on a wide universe of about 150,000 active and passive funds, including ETFs. Streamlined due diligence View interactive factsheets of the funds you’re interested in,......
Singapore, Singapore
eigencat
Client risk Goal based profiling of client, comparing to existing or new portfolios. Asset allocation Accommodate different investment strategy, benchmark and model portfolio. Product universe / selector An investment process that can select from all asset classes. Portfolio construction and rebalancing Automated portfolio construction and re-balancing based on financial modelling. Performance and risk analysis Dashboard of intuitive and innovative......
relevant regions
Edinburgh, United Kingdom
Elevate Platform
Why Elevate? Elevate is a simple, intuitive, easy to use platform, designed to be fully embedded into your adviser business or used on demand as a solution for a particular client need. One-stop shop: all core tax wrappers and investment choices to cover a large range of financial planning needs. Competitive price: excellent......
relevant regions
Zurich, Switzerland
Embedded Wealth Solutions
additiv’s DFS® platform allows brands to easily embed wealth management into their offering. Services can be tightly integrated into an existing journey, or offered standalone. The platform connects brands with additiv’s regulated and fintech ecosystem partners to deliver the end-to-end customer journey and fulfilment. Benefits of Embedded Wealth Embed wealth management into......
London, United Kingdom
E-money Accounts
Greengage has built an extensive network and market presence in the crypto-asset sector, bringing an open mind to both traditional and digital finance. Now providing accounts to SMEs, digital asset firms, and high net worth individuals across the UK and Europe, currently available in GBP and Euro. We provide visa debit cards......
relevant regions
Woburn, MA, United States
Enchilada
Enchilada, the customizable web-based application, rolls up all the corporate events for 8,000 global equities in one convenient location. In addition, with the XML based Enchilada API, Wall Street Horizon clients have an efficient way to build applications around our 40+ data types, allowing extensive retrieval and manipulation of event data by stock......
relevant regions
Stockholm, Sweden
End Client Report (MiFID II)
Deliver best-in-class customer experience with tailored sustainability reports Save time - With one click, download reports of your clients' portfolios including mutual funds, ETFs, equities, and bonds Visualize - In simple graphs, help you clients understand the sustainability impact of their portfolios Course correct - Identify investments that deviate from your clients’ sustainability requirements Comply - Adhere......
relevant regions
Chicago, IL, United States
Enfusion Visual Analytics
By storing, mining and analyzing data across the entire investment lifecycle, we give you the interactive, visual analysis to untangle issues and quickly get insights to move your business forward. We enable funds to ask deeper questions and deliver more meaningful answers from their investment portfolio. Key features Data warehouse Secure data storage.......
relevant regions
London, United Kingdom
Engagement Tracker
Equipped with features to boost engagement Unlimited Engagements Timeline Log Voting Integration Automated SDG Mapping Comprehensive Reporting Delivering Digital Transformation for Stewardship Effortlessly handle engagement data with your stewardship team through an intuitive interface. Get access to real-time dashboards for dynamic reports and streamline collaboration via automation and integrations. Driving impact with forward-thinking asset managers 15,000+ Portfolio Entities added......
relevant regions
Oaks, PA, United States
Enterprise Operating Platform for Investment Managers
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......
relevant regions
Chicago, IL, United States
Enterprise Portal
Our enterprise portal allows "home offices" to customize their platform with the tools that serve the needs of their advisors and leverage technology that institutes specific guardrails to monitor their business and aid with fiduciary standards....
relevant regions
Sudbury, MA, United States
Enterprise Risk Manager
SoftPak’s Enterprise Risk Management solution is unique in that it includes all standard and non-standard securities traded globally. It has better instrument coverage, simplified data management and a unified view of risk across all assets. Other systems do not cover private equity, real estate, infrastructure and other non-standard assets with......
relevant regions
Charlottesville, VA, United States
Enterprise Solutions
CFRA’s leading fundamental, forensic and legal research is built on industry-leading data that is now available through multiple channels that work the way you do. Online platform Access CFRA’s MarketScope Advisor at Advisor.marketscope.com Data feeds Easily ingest CFRA data through your own internal processes and within your workflow platforms Financial platforms Integration with third-party platforms...
relevant regions
London, United Kingdom
Envestry for Networks
Put your name on it Our platform is fully customisable, so you can benefit from all of the features, without sacrificing your brand. Change the logo, colours and load your deals and launch within 24 hours. Build deeper relationships with your investors With a built-in database, you can keep tabs on what makes......
Montreal, QC, Canada
EquiSoft Plan
Equisoft/plan Delivers Everything You Need in a Financial Planning Tool Affordable pricing White labelling features available for enterprise licenses Used by tens of thousands of independent advisors Available in a simplified Express version that works online and offline Build a Comprehensive Financial Portrait of Your Client With Integrated Guidance Right Time, Right Place Client Info Capture An intuitive......
Salt Lake City, UT, United States
EquityNet
Create your investor profile Create a profile with your investment criteria for yourself or your investment firm. The profile will help EquityNet’s software to find investment opportunities that might interest you. Browse businesses Use EquityNet’s patented technology to efficiently screen and analyze thousands of investment opportunities in minutes. Utilize novel analytics, business benchmarking,......
New York, NY, United States
EquityZen
EquityZen provides alternative investment opportunities in late-stage private technology companies. Now, accredited investors can get access to pre-IPO companies and proven startups. Typically, private investment opportunities were hard to find and curate for the average accredited investor. EquityZen works with private company shareholders to provide a range of investment offerings. We buy......
Edinburgh, United Kingdom
ERIC - Electronic Research Interchange
ERIC is the free to use independent platform offering access to a wide range of unbundled substantive research ERIC allows research providers to offer their services in a way that suits them ERIC assists asset managers with research budget setting and price discovery for their research needs ERIC is designed for the new......
San Francisco, CA, United States
ESG
Delivering innovation for differentiated ESG outcomes Global ESG data model - We enable agnostic data sourcing for usability across jurisdiction-specific regulatory regimes, eligibility / applicability rules, and business functions including buy- and sell-side perspectives. End-to-end risk management - We provide seamless data ingestion, an assessment engine and remediation workflow, and integrated model management......
relevant regions
Stockholm, Sweden
ESG
Integrate ESG analysis into your investment strategy Save Time - Easily tap into ESG metrics of 36,000+ companies and 210,000+ funds Discover - Instantly identify the top performers and laggards in your portfolios Course Correct - Benchmark each company’s data against industry peers Improve - Identify new investment opportunities that match your ESG investment strategy ...
relevant regions
Norwalk, CT, United States
ESG Analytics
Uncover deeper insights with ESG Analytics, part of the Style Analytics solution. Gain an unprecedented ability to perform peer comparisons, identify ESG risks, ensure guideline compliance and identify unique portfolio characteristics. Partnering with top ESG data providers, our product saves you valuable time aggregating ESG data, exposures and risk of......
relevant regions
London, United Kingdom
ESG Analytics Platform
Investors need to keep up with ever-changing sustainability regulations and frameworks such as the SFDR which requires them to report on over 50 metrics at the portfolio level. Our platform acts as an automated ESG analyst team which can support investors through the whole ESG investment lifecycle and save them a significant amount of......
relevant regions
Dublin, Ireland
ESG Compliance
Discover how financial institutions can leverage existing processes, people and data for ESG, creating a single client view and driving real, tangible efficiencies. Manage Compliance and Reduce Risk - Future-proof compliance with upcoming additions and amendments to ESG-related regulations and standards, including SFDR, CSRD, EU Taxonomy, TCFD, GRI, ISSB, UNGC and......
relevant regions
Zurich, Switzerland
ESG Data
Fighting climate change is one of the most important goals on the global political agenda, with social and governance factors also being hot topics. This has instigated a global shift in the financial sector towards sustainable investment strategies, and the choice for future-oriented investors is expected to keep on growing.......
relevant regions
New York, NY, United States
ESG Data Hub
Nasdaq's ESG Data Hub connects pioneering ESG data providers with the global investment community, providing ESG intelligence on otherwise unseen segments of global markets. We are committed to operating sustainable markets and providing transparency behind the ESG practices of all key stakeholders across the financial ecosystem. ESG practices can be as......
relevant regions
Piscataway, NJ, United States
ESG Edge
ESG Edge finds relevant data with a simple ‘google’ like search With just the company ISIN or website, get real-time comprehensive and up-to-date sustainability insights from unstructured and fragmented sources in the public domain, for your investment portfolios, eliminating any blind spots. Our tool is powerful enough to run company sustainability......
relevant regions
Paris, France
ESG marketplace
One platform. Myriad ESG solutions Built in right into the Manaos platform, our Open ESG marketplace empowers investors and asset managers to sift through, test and subscribe to suitable ESG datasets and services. Empower your portfolio at the touch of a button. As simple as plug & test & play Upload the portfolios you wish to......
relevant regions
Hong Kong, China
ESG Screener
Popular Themes Create preset screeners based on popular themes that ESG investors are interested in. One click to get the top scoring stocks for a theme. ESG Leaderboard See the top countries, sectors and companies by each ESG pillar scores. Drill down to filter by country or sector. Advanced ESG Screening Combine ESG pillar scores......
relevant regions
London, United Kingdom
ESG & SFDR Reporting
Our service helps you reduce the administrative burden on in house teams, from data validation, to design and delivery of ESG Reports in flexible formats. Comply with new ESG disclosure rules of the SFDR Our ESG Reporting service helps you satisfy transparency obligations and reporting requirements at product level. The solution allows......
relevant regions
Madrid, Spain
London, United Kingdom
Essentia Insight
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......
London, United Kingdom
Essentia Note
Essentia Note makes investment journaling as simple as replying to an email, but its power lies in its ability to collect and securely store both structured and unstructured data about the investment process. Essentia Note takes the work you are already doing and turns each idea into a dossier – and into data that can be......
Provo, UT, United States
Estate Guru
What we offer - Attorney-approved documents Revocable trusts Last will & testaments Powers of Attorney Healthcare directives Funding guides Special needs trusts Pick your solution Advisors - Provide tailored estate plans and legally sound documents with attorney-guided software helping you every step of the way. Institutions - A solution that's scalable, seamless, and compliant. Perfect for prospecting and custom integrations. Attorneys - An......
relevant regions
St Leonards, NSW, Australia
Estate Planning Software
You can now make estate planning a profitable addition to your practice offering because it's now possible to achieve rapid facilitation of even the most complex family and financial structures. Client discovery, education, live presentation tools, briefing document generator - all in one! Powerful and easy-to-use, there is nothing else......
relevant regions
Luxembourg, Luxembourg
Estating for Financial Advisors
The financial advisor proposes properties to the Investor. The investor chooses his preferred property and invest into the certificate directly linked to this property. Estating buys the property and “stores it safely”. Investors get the financial benefits of the property. New offer for you clients Chance to connect with old clients and......
relevant regions
New York, NY, United States
Estimize Platform
Sample size matters Estimize crowdsources earnings and economic estimates from 69,350 hedge fund, brokerage, independent and amateur analysts. By collecting estimates from a diverse community of individuals, we've built a highly accurate and representative data set of true market expectations. Contribute Anonymously Our contributors are a broad mix of buy-side, independent, and sell-side investment......
relevant regions
New York, NY, United States
e-SubDocs
Any fund type Our platform supports all fund structures, from Reg D to registered offerings - private equity to NTRs. Any document type Our platform supports every investment-related document that is required for submission. Any investor type Our platform supports the simplest to the most complex type of investment entities....
relevant regions
London, United Kingdom
Etcho
Values Discovery Use our dynamic values-discovery to understand client interests, initiate sustainability conversations and build trust. Alignment Analysis Upload a portfolio to assess its alignment in the context of a client’s unique values. Discover positive and areas for improvement. Personalised Storytelling Access engaging, real-life stories from within the portfolio, fully customised based on your clients......
relevant regions
Toronto, ON, Canada
ETFbahn™
Discover the features and benefits of ETFbahn and give your business the leverage it needs to stay competitive. No development needed for Dealers Executing broker of choice for trade execution and custody: preferred partners with competitive pricing Access to ETFs & expansion of product shelf to retain and attract clients Trade confirmations and tax reporting:......
London, United Kingdom
ETFmatic B2B
Partnership models White Label Launch your own free standing, self branded Robo-Advisor complete with customized Android, Apple, and Web applications developed and managed by ETFmatic. API Integration Offer seamless Robo-Advisory services through your own front end by way of API integration. Own your product’s look and feel and add to your existing offering. Hybrid Incorporate a......
New York, NY, United States
Ethic for Institutions
We empower you to create custom enhanced index equity portfolios centered around your own proprietary sustainability lens. Custom solutions Create an enhanced index equity portfolio that is customized to your specific principles, values and sustainability goals. Our strengths Sustainability through data science We deploy cutting-edge data science and proprietary algorithms to analyze millions of data......
relevant regions
New York, NY, United States
Ethic for Investment Advisors
Create engaging conversations with your clients about their personal values while offering unique portfolios matched to their financial goals. Find your solution We help you create returns-driven, tax-efficient sustainable equity portfolios that align with your overall allocation strategy. Become a sustainability thought-leader for your clients, and engage them on issues that they......
relevant regions
Stockholm, Sweden
European ESG Template (EET)
Speed up the process of creating the EET of your products Save Time - Limit the work of creating an EET to no longer than one hour per product Visualize - In a step-by-step questionnaire, visualize the progress of creating the EET files Share - Easily export your standardized EET file ready to share with stakeholders Grow......
relevant regions
Stockholm, Sweden
EU Taxonomy
Analyse your investments in light of the EU Taxonomy Save Time - Automate calculations of amounts and percentages aligned with the taxonomy framework Analyse & Discover - Identify the activities within your portfolio contributing towards a greener economy Visualize - Watch in graphics how the economic activities are aligned with the Taxonomy Comply - Complete your portfolios' taxonomy report......
relevant regions
Newbury, United Kingdom
EVAsset
EV Asset Allocation Research Our interactive asset allocation research supports your in-house analysis with valuable, independent insights that empower your investment process. EV Multi-Asset Allocations An optimised range of dynamic asset allocations can be replicated to build or manage your own multi-asset funds for various client objectives and investment terms. They can be......
relevant regions
Newbury, United Kingdom
EVDirect
Help support your customers with solutions that... Focus on educational content. Inform with “what-if” scenarios. Deliver consistent customer journeys. Seamlessly integrate data. Reassures with proven modelling. Inform decisions around investments, retirement and pensions.. ...
relevant regions
Hong Kong, China
Events Calendar
Filter by country, select which events you want to see or hide. Event types include Economic Indicators, IPO, Earnings Release, Corporate Actions and more. Day, Week or Month View Choose to see only one day, week or by month. Mouse over each event to see details....
relevant regions
New York, NY, United States
Everysk
Everysk is a New York based financial technology company and the leading provider of risk workflows. We were born from the firm belief that, regardless of the size of your firm and the complexity of your portfolios, having proper risk management is paramount for enduring business growth. This reliance is......
Newbury, United Kingdom
EVPro
Discover EVPro In today’s fast-paced world, the need for cutting-edge financial planning technology has never been more in demand. Staying ahead of your advisers' ever-evolving advice needs to keep up with client demands is critical to the longevity of your advisory business. Complex processes, arduous administration and static advised client bases are......
relevant regions
London, United Kingdom
Exchangepath
Regulatory changes introduced by the MiFID have driven the growth of alternative liquidity venues and systematic internalization services offered by brokering firms. These new market entrants, along with institutional exchanges, are now striving hard to compete for liquidity, trying to avoid being part of any subsequent consolidation phase. Venues endeavour to provide flexible, high-performance trading......
relevant regions
Princeton, NJ, United States
ExecPlan Express
Sawhney Systems is a leading developer of personal financial planning software. We have been providing software and related support services to the financial planning industry since 1976. Working with financial planners for over 3 decades is the foundation that helps us focus on the diverse needs of financial advisors. Our......
Melbourne, VIC, Australia
Execution Management System
We know it can be difficult managing trades across multiple markets, and having different systems for different tasks means you don't always get a comprehensive view of your orders. Iress’ Execution Management System is customisable, multi-broker, execution and allocation management software which makes trading easier. Manage orders seamlessly and efficiently across......
relevant regions
Wilton, CT, United States
Extraction as a Service
Our Extraction Service retrieves content from your systems, manages extraction, quality control and delivers structured data into your systems....
relevant regions
Boulder, CO, United States
Fabric
Fabric opens the risk dimension. Our platform empowers you with the knowledge and capability to harness risk’s potential and navigate life’s vibrant adventures....
relevant regions
London, United Kingdom
Factsheet Production
Designed around you Investors rely on fund fact sheets to provide key fund information in a succinct and easy to understand format. Our configuration tool enables quick development and design of your documents, true to your brand guidelines. Your marketing documents can be produced in multiple languages to comply with local......
relevant regions
Zurich, Switzerland
fairforecasts©
fairforecasts© is a novel quantitative approach to analyse big data and render smart data to assess the potential of investment alternatives. The applied scientific algorithm merges all sources of predictions, including the users’ view, to a unique risk-return forecast landscape. This research approach ensures insights with higher levels of prediction......
relevant regions
Zurich, Switzerland
fairvalues©
fairvalues© provides the basis for a consistent client advisory process which fulfills the regulatory requirements and allows the ongoing testing of investments regarding clients’ suitability and appropriateness. fairvalues© ensures a stringent and clear communication of investment information and monitoring of investment portfolios across the client base. The intuitive visualisation and......
relevant regions
Mountain View, CA, United States
Family Office
For single family offices Ultra-high-net-worth families invest with sophistication. We’re here to help you serve their unique needs. All your data in a single place, securely Create greater transparency by centralizing the family office’s financial information in a single place. Make more informed decisions Instantly analyze and visualize portfolio data. Immediately assess your exposure, understand......
relevant regions
London, United Kingdom
Family Offices and UHNWIs
Simple and reliable deal matching for your business Vetting process All members are screened by financial institutions, all deals reviewed before going live. Confidentiality Access business deals and explore opportunities anonymously. Direct connection When you are ready, speak with the principal decision maker behind every business deal. Growth solutions for family offices and UHNWIs Source unique investment and......
relevant regions
London, United Kingdom
FE Analytics
Improve your advice outcomes FE Analytics enables you to have a holistic view of your entire investment proposition, ensuring investment suitability and increased efficiency, so you can demonstrate the value of your investment propositions to your clients. With over 300,000 portfolios and instruments to browse and compare, including UT & OEICS, ITs,......
relevant regions
London, United Kingdom
FE Analytics & FinXL
Wealth of data at your fingertips The breadth and quality of our investment data sets us apart. Detailed information on our extensive range of onshore, offshore and international funds, as well as life, pensions, ETFs, investment trusts, equities and more, is at your fingertips through a single Microsoft Excel add-in. Market leading analytical functionality FinXL can......
relevant regions
London, United Kingdom
FE CashCalc
We're on a mission to develop an integrated suite of online financial planning tools specifically designed to help you and your entire financial planning process. From creating powerful lifetime cashflow plans with our award-winning Cashflow Modeller, to enhancing client engagement with our bank-level secure Portal, we're here to provide the......
relevant regions
London, United Kingdom
Fee Computation and Billing Software
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....
relevant regions
Singapore, Singapore
Fencore DataHub
Fencore DataHub is the next generation cloud-native no-code data management platform built for financial institutions. It caters for a wide array of use cases such as managing reference, market and investment data, building masters, data reconciliation, data optimisation, data migrations, complying with regulations and much more. Its advanced design allows......
relevant regions
Singapore, Singapore
FenDQ
Fencore's FenDQ platform allows you to carry out advanced data quality checks and measurements on your firm's data sets without the need to import or move them. Leave your existing architecture in place, but enjoy a new level of confidence in the accuracy and reliability of your data. Integrates with existing......
relevant regions
Singapore, Singapore
FenRecon
Fencore's FenRecon platform provides lightweight speed and flexibility to your reconciliation needs. Built on the same technology backbone as the Fencore DataHub, it offers some of the same powerful capabilities condensed into a tactical plug-and-play application. Flexible and robust connectors for data importing Advanced matching and exception management Low time to market with......
relevant regions
London, United Kingdom
FE Trustnet
Analyse the UK’s main investment vehicles FE Trustnet facilitates the analysis of unit trusts, OEICs, investment trusts, equities, offshore funds, ETFs, passive funds, structured products and life and pension funds. More insight at your fingertips You can access information about FE fundinfo’s comprehensive, independent ratings through the Trustnet site....
relevant regions
Tadworth, United Kingdom
Fidelity Adviser Solution's Platform
A service you can rely on As a privately-owned and independent company, we are able to make long-term decisions in the best interests of our clients. Financial strength – a strong balance sheet and liquidity position with Common Equity Tier 1 capital. Over GB£49 billion of assets under administration on the platform as......
relevant regions
Tadworth, United Kingdom
Fidelity Conquest Planning
Financial planning software working for you and your clients Conquest planning provides powerful software to help you build accurate, intelligent financial plans. Conquest Planning not only enables you to quickly build accurate financial plans in collaboration with your clients, it’s designed to intelligently work with you to find the optimal path for......
relevant regions
London, United Kingdom
Fidessa
Equities trading is more complicated than ever. To grow your business, you need advanced technology that can unify your operations, simplify your workflows, and boost your efficiency. Whether you’re a boutique broker or a global bank, Fidessa gives you everything you need for equities trading in one, integrated solution. With sophisticated algorithmic......
relevant regions
Chicago, IL, United States
Fiduciary Advantage
Your Investment Fiduciary Partner An important part of running a sound practice is managing your time and your risk. Allow Envestnet Retirement Solutions to free up both by providing fiduciary support to your plan sponsors and their participants. Maximize your business, minimize your risk. ERS SCORE Methodology: Investment Selection Proccess The proprietary SCORE Methodology evaluates all plan Designated Investment......
relevant regions
Berwyn, PA, United States
FidX
FIDx delivers Active Annuity Management - bringing together Advisors and Insurers on the Platforms where they already do business – now that’s protection intelligently delivered. Delivering total financial wellness Integrated Planning FIDx has partnered with ENVESTNET MoneyGuide to offer guaranteed income and protection products to client financial plans empowering advisors to bring comprehensive......
relevant regions
Redwood City, CA, United States
finalytix
finalytix provides ultra-HNWIs, family offices and independent financial advisors (IFAs) increased transparency, cost savings and benchmarking of their financial portfolios. By identifying asymmetrical information through our proprietary technology, we help our clients preserve and grow their wealth, mitigate risks, realize savings, optimize holdings, and find better products and new investment opportunities......
St Peter Port, Guernsey
Financial Advisers
Tools and services to drive better investment outcomes Thousands of advisers use our data-rich insights to enhance their investment proposition and get better results for their clients. Whether it’s knowing the right questions to ask an underperforming DFM, or narrowing the field of potential investment partners, our data and powerful insights empower......
relevant regions
San Francisco, CA, United States
Financial Advisors for Small Business 401k
Easy 401k plan set-up and dedicated expert support since 1999. A Ubiquity Retirement + Savings™ 401k enables your small business clients to: Maximize their tax savings Lower their taxable income Integrate payroll and automate their plan administration Attract and retain valuable employees Partner with Ubiquity and help your small business, start-up, and solopreneur clients get......
relevant regions
Lexington, MA, United States
Financial Advisor Solutions
Total Client Onboarding From Risk Tolerance to Investment Policy Statement (IPS), it is a Total Onboarding Platform. It is also a powerful Client Communications Platform during market turmoil. Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, we are the first company to combine behavioral finance with analytics to......
relevant regions
Geneva, Switzerland
Financial Institutions
We have been the trusted partner of several prominent Swiss private banks, facilitating their onboarding of clients that required specialized and dedicated crypto-specific KYC/AML expertise which they delegated to alt. Your Benefits Clearing Agent Centralize and settle your transactional flow. Get operational overnight and provide your clients with an immediate access to digital......
relevant regions
Zürich, Switzerland
Financial Institutions
As with any other asset class, art requires highly-skilled and dynamic stewardship – and demand from high profile collectors for both guidance and innovation from their wealth managers is growing. Today's family offices, private banks and other financial institutions are expected to know how best to manage a portfolio, maximise......
relevant regions
Copenhagen, Denmark
Financial Institutions
Our value towards Financial Institutions Performativ offers a versatile solution that can seamlessly integrate with and complement the existing tech stack of large financial institutions in multiple ways. Whether the institution seeks to utilize Performativ as a powerful back-end data consolidation engine or leverage it as the front-end interface to provide......
relevant regions
St Leonards, NSW, Australia
Financial Planner
Harness the power of interactive financial modelling to truly engage your clients. Features and tools: Online information gathering Client education tools Goals-based advice & scoping wizard Letter of engagement & ongoing service agreements Modelling calculators (20) Reporting & compliance Marketing tools CRM integration ...
relevant regions
Omaha, NE, United States
Financial Planning
Put your plans into action Support any number of financial goals No matter your clients’ goals, our powerful software gathers the necessary data to perform goal-based or cash-flow planning—and run robust simulations to illustrate the probability of success. Deliver financial plans faster Quickly capture information related to your clients’ unique goals through flexible, modular......
relevant regions
Chicago, IL, United States
Financial Planning Solutions
As regulations and client expectations intensify, advisors must deliver more value more efficiently than ever before. Our financial planning solutions––backed by Morningstar’s extensive data and research––connect goal setting, risk assessment, and investment planning to help your clients reach their goals. Flexible ways to grow your business Our tools can integrate into your current......
relevant regions
London, United Kingdom
Financial Planning Solutions
Addressing the advice gap There is a well-documented gap between number of financial advisors vs end-investor needs. Technology must help the industry scale, yet most financial planning systems remain unintegrated, preventing advisors from serving more end-investors efficiently. End-investor expectations are also increasing, resulting in higher demand for more personalization. We integrate systems with......
relevant regions
North Sydney, NSW, Australia
FinClear iBROKER
iBROKER provides a holistic platform for all your broking needs by providing a broad range of functionality and interfaces including order & trade capture, automatic booking and settlement processes with the ability to automate as much of your processing as you require. Built with an enhanced graphical interface, iBROKER provides users......
North Sydney, NSW, Australia
FinClear TradeCentre
TradeCentre TradeCentre is our proprietary trading platform which supports all order types and provides multi-markets access to ASX, Chi-X and NSX. TradeCentre is a modern, java-based platform run in the cloud and built with microservice architecture which enables rapid, frequent and reliable delivery of large, complex applications. Key features All AU Order Types Operator......
Zurich, Switzerland
FinfoxAdvice
FinfoxAdvice is the digital channel for customers and their self-advice. Accessible whenever and wherever, on all devices. Customers can research, advise themselves and access suitable investment solutions in a completely digital and independent way. A flexible status and notification system enables the adviser to keep track in any scenario. FinfoxAdvice can......
relevant regions
Zurich, Switzerland
FinfoxPro
FinfoxPro is the adviser’s individually configurable digital workplace. Centrally manage all your customer relationships and monitor related portfolios. All information is available at all times via the dashboard, with drill-down functions enabling access to specific customer and portfolio data. From here, you can also centrally manage preparation and follow-up of......
relevant regions
Zurich, Switzerland
FinfoxPublicAPI
FinfoxPublicAPI is standardised and platform-independent. To achieve the goal of open banking, it can be incorporated with any existing or future system. As such, Finfox technology can be tailored precisely to your IT architecture. Your apps, front ends, widgets and back-end services can access data from Finfox via the API......
relevant regions
Zurich, Switzerland
FinfoxTouch
FinfoxTouch is an intuitive tablet-based advisory tool that transforms customer meetings into dynamic and engaging consultations. It enables the adviser to clearly explain investment strategies and proposals with the help of interactive graphics and directly respond to customer requests. Flexibly structure your consultations in line with specific customer needs, with......
relevant regions
Geneva, Switzerland
FinGraphs
Straightforward methodology FinGraphs focuses on the essentials of any technical analysis decision making process. It allows you to instantly assess potential Trends, possible Price Target zones and Risk levels. No previous experience with technical analysis is necessary to use FinGraphs. Markets in 3D all FinGraphs charts are presented over combinations of 3 time......
Milton Park, United Kingdom
FINIO
FINIO is the award-winning data hub that connects investment platforms with software providers and advisory firms for the flow of investment data. It helps the wealth management sector become more efficient, integrated and enables the flow of complex investment data that is increasingly required to power today’s software systems. FINIO offers significant benefits to... Investment platforms......
relevant regions
Singapore, Singapore
FinIQ Wealth and Treasury
FinIQ Wealth & Treasury addresses trading and FinTech needs of its clients for FX, equities, bonds, IR derivatives, FX derivatives, EQ derivatives, mutual funds, structured deposits and structured notes. It is a truly multi asset front-to-back solution designed for buy-side financial institutions, primarily wealth management outfits....
relevant regions
Santa Clara, CA, United States
FinMate AI
How it works - FinMate in Three Easy Steps Run meetings - run your client meetings as usual, with FinMate. FinMate takes notes - FinMate will get you important client details. Save to CRM/Planner - save to your existing CRM or Planning tool ...
relevant regions
Tel Aviv, Israel
finnovest
Advisors increase clients' engagement. Clients enjoy better service. Brokerages & banks boost revenue. Finnovest is using mobile devices to fundamentally change the way investment advisors interact with clients. By enabling tailored advice and automatic execution ability to numerous clients simultaneously, advisors increase clients' engagement, clients receive better service, and brokerages &......
relevant regions
Preston, United Kingdom
Fintegrate
Delivering optimum client outcomes. Fintegrate’s intuitive technology has been designed to deliver optimum client outcomes in line with your firm’s own advisory model. A digital financial planning solution aligned specifically to your needs and preferences. Reduce complexity, time and cost. Fintegrate tackles key laborious and time-consuming areas of the financial planning process. Through......
relevant regions
Santiago, Chile
Fintree
Connectivity We provide connectivity with the world's leading banks, both in the United States, Europe, and Chile, making Fintree an essential tool for international businesses in the digital age. Clarity and Simplicity Our clients can access a wealth of clear and relevant information to make informed decisions about their investments. Additionally, they can......
relevant regions
Rockland, MA, United States
FINTRX Platform
Family office data & insights Detailed insight on each family office - including background, contact information, origin of wealth, investment interest, AUM and more. Asset raising tools Leverage our custom suite of asset raising tools, each designed to optimize your prospecting efforts. Your custom filters, tasks, notes, and custom lists keep you organized for......
relevant regions
Bangkok, Thailand
FinVest
We foresee the problem that most Thai people do not have enough money until after retirement. and have no knowledge of investing at all We found that the main reasons why these people do not start investing are Think investing is difficult, afraid of investment risks, don't have time and think investing requires......
Harpenden, United Kingdom
FIXeed
The FIXeed general purpose FIX engine supports multiple FIX sessions and multiple concurrent versions of the FIX protocol either as initiator or acceptor. FIXeed is extremely easy to use and provides a number of options for application integration. FIXeed is directed towards buy and sell sides as well as towards technology......
relevant regions
New York, NY, United States
FIX Enterprise Software
Over the last 10 years, Flyer has earned its reputation as the leading provider of Saas-based enterprise trading software by providing the highest level of service and solutions for the global trading community. Our suite of software and tools help asset managers, broker dealers and exchanges enhance market visibility, accelerate......
relevant regions
Ashburn, VA, United States
Fixnetix Low Latency Infrastructure
DXC’s Fixnetix Low Latency Infrastructure solution provides global connectivity and lightning fast infrastructure to capital markets firms through its ultra-low latency backbone, consisting of over 40 data centers and access to over 90 key liquidity venues. DXC acquired Fixnetix in 2015. Originally founded in 2005, Fixnetix is an award winning international......
Ashburn, VA, United States
Fixnetix Trading Systems Outsourcing
The combination of front-office infrastructure, market data, and trading technology that a financial institution (FI) needs to compete in the capital markets space is costly and complex. Historically, FIs have taken an in-house approach to building all this out. Over time, however, all that has changed. Capital markets firms are now......
London, United Kingdom
Flagstone for Wealth Advisers
Flagstone’s cash deposit platform enables you to help your clients earn more interest income from the cash in their portfolios in an efficient, scalable, safe way. Flagstone provides access to hundreds of deposit accounts from 30 banks through a single application. By using the Flagstone platform, making a client’s cash work......
relevant regions
Great Neck, NY, United States
FlexAlgoWheel
FlexAlgoWheel is a next generation platform to allow electronic, low-touch trading desks to standardize, automate, and evaluate the trading process for their clients. Available as an add-on to their current OEMS, or, through our FlexTRADER® multi-asset order and execution management system (OEMS), FlexAlgoWheel allows low touch traders to design......
Great Neck, NY, United States
FlexFX
FlexFX is our award winning, algorithmic trading and execution management system for buy-side institutions trading FX. FlexFX offers advanced integration with OMSs, as well as fully integrated post-trade allocation solutions. Trusted by the world’s largest asset managers, FlexFX enables traders to manage and efficiently execute large numbers of orders (block......
Great Neck, NY, United States
FlexONE
FlexONE is our all-inclusive order/execution management system designed to facilitate and streamline the demanding trading requirements of the global hedge fund community....
Great Neck, NY, United States
FlexOptions
FlexOptions is a cutting edge order and execution management system for buy-side institutional options traders. Derivix-AM provides direct access to options exchanges, a wide array of broker and fully customizable algorithms, as well as advanced options trading strategies, such as dispersion, volatility and cross-asset trading. The system also features......
Great Neck, NY, United States
FlexTCA
Flex TCA is our transaction cost analysis and execution quality management solution offering historical analysis in trading portfolios and single securities across global equities, FX, futures and fixed income....
Great Neck, NY, United States
FlexTrader EMS
FlexTRADER is the industry’s market-leading, multi-asset execution management system (EMS) that encompasses all facets of electronic and algorithmic trading, and is trusted globally by tier-one asset managers and hedge funds trading equities, FX, derivatives and fixed income for its unparalleled performance, quantitative analysis and worldwide connectivity to liquidity sources....
Great Neck, NY, United States
FlexTRADER Fixed Income
As part of its unparalleled multi-asset capabilities, FlexTrade offers a comprehensive, open architecture, fixed income EMS for global buy-side institutions....
Indianapolis, IN, United States
FNEX
FNEX sources these opportunities from investment banks, managed futures brokers and direct from fund managers. FNEX is: Free: no membership cost. Comprehensive: FNEX provides access to deals from a multitude of investment banks and fund managers Eefficient: investors can examine twenty offerings in the time it takes to conduct a meeting on one Connected: you......
Leamington Spa, United Kingdom
focus:adviser
focus:adviser is a regulated sales automation solution that supports multiple distribution channels across the full range of financial products and client needs. It improves productivity levels by freeing up advisers' time (up to 68% in some cases), and can increase the quality and audit of advice - some of our customers have......
Singapore, Singapore
For Banks & Wealth Managers
Curated Products 50,000+ products evaluated to offer best-in-class investments. Risk-aligned Portfolios Portfolios aligned to your clients' risk appetite and investment objectives. Seamless Execution Fully digital onboarding, investing, and monitoring experience. Partner with Kristal Global wealth management solutions for players across the wealth spectrum including banks, wealth managers, advisors, distributors, brokers, and FinTechs....
relevant regions
Zurich, Switzerland
For Discretionary Asset Managers
Research Screen through more than 50,000 stocks, industries and sectors and identify new investment opportunities and risks. Portfolio Monitoring Discover trending events and monitor activity in your portfolio by spotting outliers. Validate House View Monitor how institutional investors shift asset allocation to sectors, regions or market cap groups....
relevant regions
London, United Kingdom
Forensic Alpha
Failing companies. Companies at risk of fraud. Companies at risk of downgrades. Our machine intelligence helps Portfolio Managers to spot critical red flags hidden deep within the financial statements and governance disclosures. Identify the risk hiding in plain sight In-depth forensic reports, for over 4000 companies - Our reports cover most United......
relevant regions
Mountain View, CA, United States
Forest Systems Platform
Rely on Forest Systems for a comprehensive, reliable accounting software tailored to your unique high-net-worth client management needs. Streamline your process and develop confidence with your clients. Accounting Solutions A platform built exclusively to streamline professional-level accounting and financial reporting for ultra high-net-worth individuals. General ledger Check writing Private foundation accounting Portfolio accounting Intercompany transactions Partnership accounting Trust &......
relevant regions
Zurich, Switzerland
Forex Prime
Emphasizing innovative online services and software development since 1997, we have established strong relationships with hundreds of financial institutions around the world, who reduce their operational and trading costs while increasing trading volumes and revenue from brokerage thanks to our solutions. Liquidity & execution solutions Highly competitive institutional pricing on 130+ financial instruments Customizable,......
relevant regions
Zurich, Switzerland
For Quantitative Asset Managers
Design Strategies Sentiment and attention data can be used to design alpha-generating systematic strategies for intermediate frequency and long term investing. Generate Alpha Backtests show significant outperformance against major equity benchmarks such as the S&P 500, Stoxx Europe 600 or SPI. Extensive Data Set Our data set covers 50,000+ global assets with a high degree......
relevant regions
London, United Kingdom
Fortu For Business
Moving private banks from paper-based forms to Web3 Apps Enable frictionless digitalisation whilst deepening client insights, Fortu empowers asset managers and private banks via a no-code solution that increases engagement resulting in higher client AUM, enabling wallet share growth and further activation of your existing client base by offering enhanced features......
relevant regions
New York, NY, United States
ForwardLane
ForwardLane’s users are financial service professionals that need assistance in prioritizing their workflow and providing high levels of proactive, personalized service to their clients. As a wealth manager, you know your high priority clients, but do you know who you should be speaking to, when you should be speaking to......
relevant regions
Luxembourg, Luxembourg
Free Cash Flow Planning Software for UK advisers
The calculation is simple: if you want to offer 10 distinct financial services, you need 10 software solutions. Really? No, please! Our clients, as well as experts in the UK, tell us exactly that this as a huge problem. We perfectly understand. That is why we focus on technology that......
relevant regions
Wilton, CT, United States
Full Service Alts
Consent and harvesting Digital consent and LOA management Harvesting of 100% of documents Locations include portals, emails and file locations Solves for most multi-factor-authentication Extraction and reconciliation Extraction of transactions from documents Includes PDF's, XLS and password protected Transaction accounting reconciliation 40 additional quality and completion controls Online transparency Real-time operational transparency Secure collaboration Service level reporting Data and document delivery 20 pre-integrated and custom......
relevant regions
Singapore, Singapore
Fund Administration
Intuitive and Easy - Give your Venture Capital or Private Equity fund the tools to account, administer and report to your investors. Organize - Access your data from a single source and take control of the data that is otherwise stored in excel sheets across user machines Allocate - Improve your efficiency by automating even......
relevant regions
Hong Kong, China
Fundamentals & Estimates
Financial statements and business summaries are available for your customers to analyze the health of a company. Get the Professional View Consensus estimates of stock earnings and target price give insights on how the professionals are viewing a stock. Data Visualization View visually as charts and graphs for when you want to just scan......
relevant regions
Luxembourg, Luxembourg
Fund Channel
How it works? Find out how the Fund Channel platform works for our clients and their end investors. Asset managers recognise Fund Channel as the number one international B2B fund platform. Distributors Offer your institutional clients the investment opportunities they want through our easy-to-use yet powerful portal. Asset managers With a single agreement, reach 100+......
relevant regions
San Francisco, CA, United States
FundersClub
We source the world’s best startups Our venture team sources early stage investment opportunities through direct relationships, referrals from our investor members and founders, as well as connections to top startup incubators including Y Combinator, top seed stage VC firms such as First Round Capital, and top superangels. We first invest......
London, United Kingdom
Fundi Compliance
100% data accuracy, 0% effort Automatically Reconcile - Automatically reconcile your data with any dissemination platform, including Morningstar, Bloomberg, and Refinitiv. Establish and maintain TPA SLAs - Set and forget rules to verify upstream data is sent on time within SLAs (e.g. checking to make sure a price file is generated by a......
relevant regions
London, United Kingdom
Fundi Data Management
Fundi Data Management is your core data platform It lets you collect, store, distribute, and verify all your static and dynamic product data from one place, so you can slash admin, stay compliant, and be more efficient, effective, and agile. Flexible Data Schema - Delivers data governance out of the box and......
relevant regions
London, United Kingdom
Fundi Workflow
Customisable, multi-stage, auditable workflows for every step of your product lifecycle Any Product Development Process - Accommodates any product development process including fund launches, share class approvals, fund mergers, fund liquidations and fund changes. Customisable Workflows - Customisable workflows automate your end to end launch process by controlling the collaborative collection of data, data......
relevant regions
Costa Mesa, CA, United States
FundKeeper
Essentially, Fund Keeper consolidates existing direct-at-fund accounts onto a single platform, which is branded for the broker-dealer. In this way, FundKeeper enables the broker-dealer to execute on new accounts, suitability and compliance, commissions, level load, web access, statements and more—in a single, automated way across all fund families. FundKeeper leverages omnibus......
relevant regions
Hong Kong, Hong Kong
FundKernel Digital Alternative Investment Platform
FundKernelDigital Alternative Investment Platform is a turnkey business solution for licensed wealth managers covering sourcing, research & due diligence, and order processing all in one single digital platform....
relevant regions
Paris, France
Fund look-through
As an investor, automate the collection of your fund inventories Upload the portfolios you wish to disclose holdings for in one click. Through our COLLECTION APP, request access from your asset managers for each inventory once and automate the process by setting up a frequency for your requests. Monitor your aggregation process in real-time and......
relevant regions
Munich, Germany
Fund Screener
CEPRES Fund Screener provides LPs with pipeline management and fast, powerful analysis on GP track records. Manage your forward calendar and planned commitments, request track record data for analysis and collaborate with colleagues to streamline your underwriting process allowing you to focus on the funds that matter most to you. Look......
relevant regions
Hong Kong, China
Fund Screener
Filters & Criteria Filter by Fund Type, Geographical Regions. Add from over 25 detailed criteria to find a fund that fits your investment profile. Predefined and Saved Strategies Clients can create and save predefined strategies (presets) making them available to all their users through the screener admin tool. Predefined strategies allow clients to......
relevant regions
London, United Kingdom
Fund Search
View our single page fund fact sheets, providing impartial research and covering fund opinion, information on a fund’s characteristics, an in-depth explanation of how a fund might be used and our evaluation of a fund’s risk and SRRI score....
London, United Kingdom
Fund Selection & ESG
Fund selection The data science that underpins the platform starts by finding consistently outperforming managers versus the best passive funds. That in of itself is unique. ESG FUNDSaiQ allows you to find and retain the best performing funds in each category, whilst identifying fund managers that also have a high ESG score or......
relevant regions
Toronto, ON, Canada
fundserv
fundserv is a centralized platform which enables manufacturers, distributors and intermediaries to buy, sell and transfer investment funds over Fundserv Inc.’s secure transactional network. Challenges Compliance – trades delivered via paper can circumvent compliance process NIGOs – transactions submitted via paper have a high NIGO (Not in Good Order) rate Increasing need for access......
relevant regions
West Chester, PA, United States
Fund Services
Outsource trading to bring speed, control, and lower costs STP’s institutional systems and support can handle volumes large or small, NYSE, NASDAQ or foreign securities, and combination trades. Robust Trading Capabilities Trading and rebalancing services are at the forefront of just about every conversation we have with investment firms. Hybrid asset managers and wealth management......
relevant regions
Madrid, Spain
Dallas, TX, United States
Fusion Elements Technology
Our Fusion Elements Technology removes the timely and costly friction from your everyday operations. Designed to allow advisors to easily serve their existing clients, Elements frees up the time and energy needed to focus on obtaining new ones. Unlock your growth potential with Fusion Elements. Your process, our support Finally, the technology has arrived that......
relevant regions
Hong Kong, China
FX Trading
FX Monitoring Our FX widgets allow users to monitor all the major currency pairs while watching economic video news and reviewing the upcoming economic indicators. FX Quote Analyze the price action of currency pairs using the interactive chart while simultaneously checking the related economic indicators. FX Trading Responsive FX Trading app supports not only Market......
relevant regions
New York, NY, United States
GBBO
While cryptocurrency is global, prices are not: The numerous, isolated exchanges around the world are independent trading islands with their own standards on pricing. Apifiny’s proprietary technology GBBO™ solves this problem by connecting * these disjointed, local exchanges into unified global liquidity pools to discover the best attainable * prices on digital assets—for superior......
relevant regions
New York, NY, United States
Gemini
Our exchange makes it simple to research the crypto market, buy bitcoin and other cryptos, and build a portfolio for the future of money. Streamlined trading view Access all the tools you need to understand the crypto market and start investing – all through one clear, attractive interface. Buying and selling, made simple Trade......
relevant regions
New York, NY, United States
Gemini API Connectivity
Gemini offers multiple API options – including WebSockets, FIX, and public and private REST APIs – to help institutions and traders access market data and trading services. Gemini's primary trading platform and network point of presence (PoP) is housed in the Equinix NY5 data center in Secaucus, New Jersey. Customers can......
relevant regions
Stamford, CT, United States
General Ledger
Let your accounting system report on everything except for financial investments. Let us become the source of truth and provide all sorts of analytics on financial investments. We then generate General Ledger (GL) entries on all the financial investments. Create a trade blotter from the General Ledger....
relevant regions
New York, NY, United States
Genesis Custody
Secure Utilizes latest breakthroughs in secure cold and MPC hybrid technologies. Streamlined Streamline trade executions, transaction processing and same-day settlements. Scalable Scalable for digital wallets. Handles all KYC and AML screening requirements. Insured Comprehensive digital currency insurance from A-rated underwriters to protect against loss....
relevant regions
Zurich, Switzerland
Gentwo Digital
Zurich-based innovative securitization specialist GENTWO has created a new generation of financial products. The innovative financial solutions provider enables institutional clients to securitize not only bankable, but also non-bankable assets with a Swiss ISIN. 1. Make ICOs bankable and expand your reach with investors. GENTWO Digital offers the most flexible, inexpensive & simple......
relevant regions
London, United Kingdom
Genuine Impact Fundamental Research
API or file based delivery, access to over 12,000 existing securities or have a bespoke universe of securities created for you. Fundamental analysis and comparison across stocks and funds....
relevant regions
Zurich, Switzerland
Globalance World
Globalance inspires, accompanies and enables investors to successfully invest in future-oriented companies and investments that solve global challenges and shape a positive future. Portfolio's impacts Explore the impact of your portfolio on the world. Study its climate warming potential, footprint, megatrend-exposure and returns. Create Create portfolios yourself. Save and compare them against benchmarks and......
relevant regions
Hong Kong, China
Global Indices Map
Users can select to see the current price of any stock index or turn on auto rotate and monitor markets throughout the day. Market Detail Select a stock index to see more details such as charts, sentiment indicators as well as the latest news for the market....
relevant regions
New York, NY, United States
Global Islamic Fund Database
Generally, these principles require that investors avoid interest (riba) and investments in businesses that provide goods or services going against the spirit of Islam. Islamic funds constitute a fast growing sector of the wider Islamic finance industry that is expected to grow past the US$2 trillion mark by the end......
relevant regions
Zurich, Switzerland
Goal-Based Wealth Management
This innovative solution optimizes and simulates investment proposals aligned with clients' financial goals and liabilities. GBWM identifies preferences, develops tailored strategies, tracks progress, automates portfolio construction, and employs diverse optimization approaches. Utilize our simulation and aggregation engine for a comprehensive or individual view on client investments, as a standalone or......
relevant regions
Chicago, IL, United States
Goal Bridge
See it in action Not every client needs complete financial-planning services, but they all have financial goals. Morningstar’s Goal Bridge tool lets you have goals-based conversations with clients, then quickly connect those goals to an easy-to-understand plan in a single tool, a single workflow, and a single conversation. How it works Identify and......
relevant regions
London, United Kingdom
Goji Platform
How it works Distributors and their clients can access your fund via their existing Euroclear FundSettle account or through the Goji White Label Platform (GWP). Goji platform services for Asset Managers Investor onboarding Subscriptions Aggregation Capital calls Distributions Reporting ...
relevant regions
San Jose, CA, United States
GRACE for Operational Due Diligence
GRACE helps identify investible organizations for the institutional investors like pensions, endowments, fund of hedge funds and private wealth management firms among alternate investments. It helps you manages the process of conducting operational due diligence on these firms, their funds, and service providers and creating a central repository of information......
relevant regions
San Jose, CA, United States
GRACE Trade Surveillance / Market Surveillance
GRACE Trade monitoring automates the process of trade aggregation from various sources. It allows automatic flagging based on business rules and identifying violating trades can mark up the issues in trades. The aggregated trade data can show patterns of insider trading monitoring and best execution discrepancies. It helps identify conflicts in......
relevant regions
Atlanta, GA, United States
Gridline Platform
Gridline allows you to build an institutional-grade portfolio of alternative investments Build your portfolio with top-tier diversified opportunities vetted, curated, and managed by our experts. Instant diversification for a targeted investment thesis Thematic Indexes allow investors to benefit from diversification across a mix of funds based on asset type, sector, stage, and geography. Gridline selects......
relevant regions
Milton Keynes, United Kingdom
Growthdeck
Growthdeck provides tax-efficient and growth investment opportunities to an expanding network of sophisticated private investors, partners and introducers. We carry out professional due diligence, provide ongoing and extensive business support and develop a close relationship with our investors. We also regularly host networking events that help connect growth businesses with......
relevant regions
San Mateo, CA, United States
Guideline for Advisors
A modern 401(k) built for small businesses Guideline provides a turnkey, hassle-free 401(k). We take care of plan administration, compliance, recordkeeping, and more, to make your job easy—and help your clients offer a great 401(k). Intelligent investments, simplified Guideline serves as the CEFEX certified 3(38) on all of our plans. Our set lineup of......
relevant regions
New York, NY, United States
Gust for Investors
Angel groups Gust is used by hundreds of angel investor groups around the world to manage their investment process. Venture funds Over 200 venture funds use Gust to organize and manage deal flow. Startup programs Gust is used by a large number of universities, accelerators and incubators as part of their entrepreneurship programs. Use Gust to......
relevant regions
Geneva, Switzerland
GWAP
We provide you tools and data to: Learn from the masters: Model portfolios based on institutional strategies. Know what to expect: Customize your investment strategy and backtest its performance Dry run: Paper portfolios to test your strategy in real life. We implement your strategy in your own brokerage account We maintain your strategy (e.g. rebalancing) We......
relevant regions
Chicago, IL, United States
Halo
Making structured notes easy to buy and manage with powerful new tools Built specifically for the structured notes market - stop managing by hand! Identify new trade opportunities from our list of 6,000 unique products/payoffs Optimize your structured note strategy with automated position monitoring and portfolio alerts Easy access to structured notes while securing......
relevant regions
Sydney, NSW, Australia
HALO
Set a new standard of care with Genivity's Health Analysis and Longevity Optimizer (HALO), now powered by Lumiant. Engage your clients with personalized longevity models backed by our proprietary algorithms that empower clients to make more informed health, lifestyle, and financial decisions....
relevant regions
Wilton, CT, United States
Harvesting as a Service
Our Harvesting services use advanced automation and operations teams to deliver fully tracked documents to your systems....
relevant regions
Singapore, Singapore
Hatcher+ VAAST
H+ Research Our research is conducted using proprietary data, deal flow, and AI-based analytical models "Venture Data Analysis & Forecasting" by Hatcher+ Founding Partner, Dan Hoogterp, details the results of over two years of comprehensive, deep learning-based analysis of 600,000+ venture transactions spanning 20 years. VC 3.0 + Impact-Ready Support for impact scoring and......
relevant regions
Zurich, Switzerland
HawkEye
Data Platform The Data Platform provides convenient and secure access to reliable high-quality data from multiple custodians, booking centres and crypto exchanges, via an OpenWealth compliant API layer. Asset Servicing Platform The Asset Servicing module enables back-office teams to enrich the Hawkeye data with manually booked non-bankable assets, fees, corrections or price updates. Analytics......
relevant regions
New York, NY, United States
Hedge Fund Databases
Our comprehensive hedge fund databases covering various strategies; arbitrage, CTA/managed futures, event driven, fixed income, long/short equity, macro, multi-strategy and relative value, are used by investors such as sovereign wealth funds, endowments and trusts, insurance companies, foundations, family offices, pension funds, other institutional investors and high net worth individuals, Besides an......
relevant regions
Wilton, CT, United States
Held Away Agg
Sources Eliminate dependency on low quality screen scraping Include alternatives in your client reports Expand coverage to less known custodians Processing Performance-ready data quality Normalized to your standards Delivered to 20 pre-integrated industry systems ...
relevant regions
San Francisco, CA, United States
Helio
Introduction to Helio Helio is our machine learning platform that identifies, classifies, and evaluates early-stage consumer and retail companies to shine a light on breakout brands. Helio beats heuristics with data and offers actionable insights to industry participants. Helio overview Historically, there has been no centralized source of performance data on companies in......
San Jose, CA, United States
High-Performance Trading Fabric
Cisco's High-Performance Trading Fabric architecture offers unmatched performance and innovative capabilities that enable improved visibility and manageability of trading data. As market competition increases, your firm's ability to recognize and react to real-time conditions can result in competitive differentiation leading to improved alpha. With Cisco solutions, go beyond low latency into......
College Station, TX, United States
Holistiplan
Making it simpler Holistiplan was created and designed by two CFP professionals. As firm owners, we were constantly looking for ways to efficiently and consistently provide our financial planning service to clients. As engaged volunteers for the National Association of Personal Financial Advisors (NAPFA), we heard similar concerns from other firm owners.......
relevant regions
Aarhus, Denmark
Homento for Private Offices
We continuously track the union’s assets and asset managers to make sure agreements are complied with and mistakes are discovered. We are independent and only working for our customers. This is your guarantee to get an objective audit of all data and results. We advise you about the best choice of asset managers......
relevant regions
Geneva, Switzerland
Horizon
To provide its services, DAPM uses its proprietary platform Horizon. The platform offers, among others, the following features/advantages: A single integrated dashboard All your assets in one place A user-friendly administration console to centrally monitor your assets Online access Wherever you are, you can connect yourself to the platform Daily updated prices, transactions and performance so......
relevant regions
Sudbury, MA, United States
Householder
Get fast, efficient, automated tax-aware rebalancing for household accounts Most advisors agree that rebalancing investment accounts is the best way to enhance returns while keeping portfolios on target to achieve long-term goals. But rebalancing household accounts has traditionally been labor intensive and time consuming process, creating a barrier to rebalancing in......
relevant regions
Sydney, NSW, Australia
Hub24 for Advisers
HUB24 is ASX listed and with over AU$10 billion funds under management is one of the fastest growing platforms in the market. We are not a bank and not part of a bank – so we can focus on connecting you to a broad range of investment solutions for your clients. Broad......
relevant regions
Sydney, NSW, Australia
Hub24 for Investors
ASX listed and one of the fastest growing platforms in the market with over AU$10 billlion in funds under management. HUB24 is not a bank and not part of a bank, so we can focus on connecting you and your adviser to a broad range of investment solutions for your......
relevant regions
New York, NY, United States
Hydrogen Molecule
Blockchain identity Manage an identity for any client on the Ethereum blockchain. Security tokens Create, restrict, transfer, and invest in security tokens. Data tracking Push, pull, and track any on-chain data within an application. Crypto payments Send and receive crypto payments for instant settlement. Document hashing (coming soon) Store, hash, encrypt, track, documents on-chain. Escrow (coming soon) Store payment on-chain until......
relevant regions
Mequon, WI, United States
i65
For millions of Americans, medicare is confusing & scary. Yes! You can provide your clients with easy-to-understand, expert Medicare guidance. i65 is the only software created by a nationally-recognized Medicare expert. With this unique tool, You can give your clients the confidence and peace-of-mind they so desperately they need make the right Medicare decisions and avoid......
London, United Kingdom
IA Overviews
See our IA Sector Overviews for help in understanding more about the composition of the Investment Association sectors, the different styles and structures that exist and the positioning of our featured funds within their respective IA sectors....
Greenwich, CT, United States
IB SmartRouting
What other online brokers conveniently leave out Our results are even more impressive when you consider that other industry-touted statistics don't give you the whole picture. They only discuss the percentage of orders that saw price improvement, and conveniently ignore the percentage of their orders that were dis-improved or had no......
London, United Kingdom
New York, NY, United States
IEX
The new standard for liquidity. IEX is known for its deep midpoint liquidity that allows investors to trade in size without moving the price. IEX executes the majority of its volume at the midpoint – a far higher percentage than any other exchange. The new standard for price. Price is about more than the best......
relevant regions
Exton, PA, United States
IFS Asset Movement
The manual work of asset movement can be cumbersome, especially if the transaction includes complicated balance validations, ensuring retirement rules are followed, or compliance policies require additional approvals. IFS Asset Movement integrates with advisory platforms for a web-based, doit-anywhere system that automates transactions including ACATs, Fed Wires, Check Disbursements, Journals......
relevant regions
Exton, PA, United States
IFS Maintenance
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
Exton, PA, United States
IFS Transitions
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
London, United Kingdom
IlliquidX Platform
Proprietary web-based system Exclusive access for IlliquidX clients only 5000+ and counting Worldwide participants. Include asset management firms, investment funds, pension funds, family offices, private banks, commercial banks and corporates Transparent Access to a large pool of potential buyers for holders of illiquid and distressed assets Active listing management Enhance awareness of new listings and asset price......
relevant regions
Portsmouth, United Kingdom
Imago Tools
Imago Tools helps to: Support better financial decision making Stimulate customer loyalty and engagement Encourage investment to meet financial goals Imago Tools is deployed using the Imago Illustrations calculation engine, that is widely used throughout the market, providing illustrations across product providers and platforms. Imago Tools uses the same product and charge configurations as......
relevant regions
Boston, MA, United States
Immuta for Financial Services
Data access control Immuta pioneered the category of automated, fine-grained access control over sensitive data. Now, data teams in financial services can ensure analysts have the right level of access to the right data, without making copies, struggling with complex role-based access, or adding new tools or data infrastructure. Fine-grained auditing &......
Carouge, Switzerland
Impaakt Platform
Impaakt's mission is to bring impact analysis at the heart of all investment decisions, so that capital can be directed to the businesses that have the best possible impact on the planet and society. Advanced impact analytics at your fingertips The high quality impact data produced on our platform is made available to......
relevant regions
Melbourne, VIC, Australia
Impact
Improve member engagement Deliver a compelling online experience to your members from onboarding to retention. Developer-centric With a modern API, you can rely on our infrastructure and rapidly build on our platform to deliver a best-in-class member experience. Streamline fund administration Connect Impact to your fund administration and registry system, synchronising key membership data to......
relevant regions
Fairfield, CT, United States
Impactfully
Technology Solutions to Power Up Your Philanthropy Looking to bring your philanthropic team together, foster engagement, and organize your giving? You’ve come to the right place. For more than 20 years, we’ve built products and provided expert services for philanthropists who wanted to make giving easier, more impactful, and cost-effective. Whether your......
relevant regions
Geneva, Switzerland
inApp
The inApp offers instant, context-dependent answers on regulatory questions straight to your mobile device or computer. Ensure your company’s interactions with clients and prospects domiciled abroad are compliant and minimise cross-border risk....
relevant regions
Geneva, Switzerland
inApp Tax
Developed together with BRP Tax SA, inApp Tax is designed to support financial planners and portfolio managers in evaluating the tax impact of an entire portfolio for different geographical markets and special tax regimes. It allows financial institutions to keep investments with a toxic tax effect out of their clients’ portfolios. inApp Tax is......
relevant regions
New York, NY, United States
Inbox
From within the Visible Alpha Inbox, cut through the noise and access internal and external research reports, corporate access events and analyst models. The Inbox is a research management system that unifies all content sets in a web-based platform for ease of discoverability, consumption .and collaboration with peers in a......
relevant regions
Hartford, CT, United States
IncomeConductor®
The world of advising is changing. IncomeConductor® meets that challenge head-on We understand how the industry functions, the regulations you need to comply with, and what your competition is doing to attract your top producers. IncomeConductor truly sets your company apart, gives your advisors a new value proposition, and allows you......
relevant regions
Denver, CO, United States
Income Lab
Revolutionize retirement planning with advanced research, deeper insights, and real-time monitoring and management. Income Lab began when two financial industry veterans grew frustrated with the fact that existing planning technology used simplistic, dated analytics. They understood that if financial advisors could implement and scale the best ideas from financial economics, retirement......
Leawood, KS, United States
Income Solver
Income SolverTM is unlike any other software. This specialized application focuses only on creating tax-efficient retirement income for your clients. Generate extended portfolio longevity Demonstrate your advisor alpha Reduce tax liability for clients Maximize social security Minimize Medicare surcharges Compare withdrawal strategies side-by-side With Income SolverTM, clients receive a personalized strategy that includes all of their retirement resources......
relevant regions
Zurich, Switzerland
Index-as-Service
Design Design new indices faster Speed Up Your R&D Simply select universe, filters, data sources and parameters for a new index. Then generate backtesting, factsheet and analytics on the fly. Perform R&D through a point & click interface or a Python interface. Test and optimize index ideas. Use Your Own Data The platform is connected to......
London, United Kingdom
Index Calculation
Moorgate benchmarks' index engine and database are fully IP agnostic Asset class agnostic Provider / dataset agnostic Environment agnostic End of day and real time – "tick by tick" / "streaming" – capable Key technical features Cloud native Microservice architecture to enable continuous delivery (No downtime on feature releases) Completely environment agnostic Automated periodic index reviews Automated corporate action processing and......
relevant regions
Toronto, ON, Canada
IndiVideo
IndiVideo by BlueRush is an industry-leading video platform that transforms digital engagement through data-driven personalized, interactive video. Our secure and fully scalable solution is a robust video creation and hosting environment that empowers organizations to communicate with any audience across multiple touchpoints and channels as they progress through digital journeys....
relevant regions
Chicago, IL, United States
InfoReach Prelude
The no-risk, no-commitment EMS with enterprise-strength power and performance Ideal for traders who do not require significant customization to their trading system, InfoReach Prelude provides advanced trading tools and functionality at a competitive price, without the commitment of a long-term contract. Prelude is the pre-configured version of the InfoReach TMS (Trade Management......
relevant regions
Chicago, IL, United States
InfoReach Second Opinion
Improve execution quality, optimize trading strategies and reduce transaction costs with enhanced, interactive analytics InfoReach Second Opinion™ is an interactive, enhanced transaction cost analysis (TCA) service, software that can help you optimize trading strategies, improve operational efficiency and performance in trading. It provides real-time, pre-trade, at-trade and post-trade analytics that factor......
Chicago, IL, United States
InfoReach TMS
Superior efficiency, functionality and flexibility deliver tailored trading solutions for buy side The InfoReach Trade Management System (TMS) is an independent, broker-neutral, multi-asset trading platform that ties together all the tools, technologies, global market connectivity and execution capabilities that traders need in a single system. It consolidates pre/at/post trade analysis, pre-built and......
relevant regions
Paris, France
Innova
Innova is a modular solution designed for the financial sector. It enables the creation and automation of end-to-end business processes for custodian banks, asset managers or funds administrators. This artificial intelligence-powered solution supports companies with full automation of investment compliance controls with semantic analysis and automatic detection of investment rules.......
relevant regions
Toronto, ON, Canada
Insight360
In an effort to protect investors, securities regulators make and enforce rules including KYC, KYP, and Suitability Obligations. These are considered principal responsibilities owed by advisors to their clients and a cornerstone of the investor protection regime. Meaningful dialogues with clients are necessary to obtain a solid understanding of their accurate......
relevant regions
Mountain View, CA, United States
Insights
Giving insights impact When properly harnessed, investment data has the power to maximize the impact of capital and positively influence an entire industry. We’ve assembled a group of cross-disciplinary experts to uncover unique insights and help build a world where that power is within reach. About our work Addepar Research takes a fresh......
relevant regions
New York, NY, United States
Insights
Visible Alpha captures the forecasts, assumptions and logic from full working models and integrates them into comparable views across analysts. This unique data is available on thousands of companies via the Visible Alpha Insights platform, Excel Add-In or API. Hone in on the fundamental drivers of companies important to you Evaluate consensus......
relevant regions
London, United Kingdom
Insights Widget
Instrument-level analytics often create more questions, create disengagement and more confusion for the users. illio’s insight widget helps your users learn what matters most about any instrument, watchlist or holding, to trade more effectively. Each insight gives the user a clear storyline, the insight they should take away, clear and eye-catching......
relevant regions
Cambridge, United Kingdom
Insignis Cash
Insignis offers active management of cash deposits to improve returns on your money. Opening multiple bank accounts to benefit from ever changing rates is too time consuming. With a single Insignis account, you gain access to the whole savings market. Whether you are an individual, company, charity, trust or local......
relevant regions
New York, NY, United States
Instant Bloomberg
Your Bloomberg Terminal account gives you immediate membership to a community of 320,000 of the world’s most influential decision makers. We connect you with this robust network spanning finance, business and government—for a distinct advantage when generating ideas, conducting research and finding trading partners. Channels of communication are fully integrated on......
Baar, Switzerland
Instimatch Global
Our money market products Most money market borrowing and lending is still done over the phone. However, in most other markets we have seen a move towards centralized trading venues. This is why we have created the Instimatch Global Network, where borrowers and lenders can match their liquidity needs in the......
relevant regions
Paris, France
Institutional Fund Platform
For over 15 years, we have been a reliable partner in fund business with our client focus on insurance companies, pension funds, custodians and asset managers. ODDO BHF is the modern and flexible platform....
relevant regions
Baar, Switzerland
Institutions
Leverage the top market intelligence suite for cryptocurrency Build confidence and find your edge using our suite of tools to break down and understand blockchain data. Serving institutions since 2018 Institutional customers 500+ Metrics to choose from 3,700+ Use our data-driven insights to become a pioneer in web3. Lead the way, others will follow We provide......
relevant regions
Boulogne-Billancourt, France
Instrument Box
A typical user scenario is to bring agility to applications already supporting basic structured products. With the addition of Instrument Box, such applications can immediately benefit from advanced features (such as valuation, reporting services, life-cycle processing) for a wide range and expandable list of derivatives. Business challenges Respond to unmet analytical and processing......
relevant regions
Sydney, NSW, Australia
Insurance
Ensure more customers are protected and can easily get the cover they need, while keeping them engaged with your brand. Have peace of mind knowing your customer has complete control of their advice journey, with an option to talk to a face-to-face adviser. Increase profitability for your life insurance business by lowering......
relevant regions
St Leonards, NSW, Australia
Insurance Planning Software
Features and tools: Online information gathering Client education tools Goals-based advice & scoping wizard Letter of engagement & ongoing service agreements Modelling calculators (4) Strategy papers & statements of advice Reporting & compliance Marketing tools CRM integration ...
relevant regions
Toronto, ON, Canada
Integrated Solutions
WealthTech Velocity provides a unique solution for the Wealth Management industry. Our multi-asset, multi-currency platform integrates disparate data sources facilitating access to multiple markets, asset classes and products in a robust, compliant and ordered manner. One integrated end-to-end solution for Wealth Managers and financial institutions supporting large numbers of underlying client accounts......
Thawill, Switzerland
Integrator Cockpit
High level overview Be greeted by a beautiful dashboard that summarizes all the information of the current day. See which custodian downloads have already been completed. See how many messages have been successfully processed. See an overview of any open tasks of the day. Assign tasks within the team and manage the workflow. Issue detection See if......
relevant regions
London, United Kingdom
intelliflo office
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......
relevant regions
London, United Kingdom
intelliflo planning
Bring your advice to life A picture speaks a thousand words. Demonstrate the difference your advice could make by visualising how effective cash flow planning can save your clients money at every life stage. Intuitive to use, easy to share and packed with useful insights, this financial planning software turns the complexities......
relevant regions
London, United Kingdom
intelliflo redblack
Our award-winning platform can deliver just that. intelliflo redblack is the market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration. For more than a decade, we have worked with the largest and most sophisticated wealth managers to make the complex simple. Our software powers......
relevant regions
Zurich, Switzerland
Interactive Advisor
Most advisors in banks are overwhelmed and struggling to find relevant content and ideas for their clients. And as there is an increase in technology, mainly from the regulatory angle at the expense of the client communication, low touch experience occurs. What if you had personalized and targeted content recommendations that......
relevant regions
Hong Kong, China
Interactive Chart
Works Anywhere Our flagship charting module is HTML based and works in any browser whether PC or Mobile. No plugins are required. Advanced Charting Tools With over 60 technical indicators, multiple chart types, advanced drawing tools and annotations, you can easily create even the most esoteric of chart layouts. Performance Comparison Search and add instruments......
relevant regions
Hong Kong, China
Interactive Heatmap
Market Performance At-A-Glance Get the big picture view of market performance visually in real-time or delayed. Quickly spot the outliers based on color or size of the tiles. Asset Classes Heatmaps can support different asset classes from stocks to sectors. Drill down into sector tiles to view sector constituents making it easier to......
relevant regions
Sydney, NSW, Australia
International Money Transfers for Businesses
Whether you're paying overseas suppliers, staff or just mitigating your currency exposure from volatile markets, OFX can help. OFX provide a fully online platform to book transfers as well as a full 24/7 customer service over the phone. Set up an account by registering here in minutes to take advantage......
relevant regions
Sydney, NSW, Australia
International Money Transfers for Individuals
Take advantage of OFX's 24/7 customer service as well as fully online platform to book your currency transfers with ease and guidance. You will be assigned a dedicated point of contact local to you from one OFX's seven global office locations - London, San Fransico, Toronto, Auckland, Sydney, Hong Kong,......
relevant regions
St. Petersburg, FL, United States
Intrinio
It’s no secret that the finance industry has been slower than most to innovate and break free of the traditional, restrictive ways of doing business. We want to speed that up. Our mission is to power the innovators defining the future of finance through modern data technologies. That means automating the......
Copenhagen, Denmark
Introducing Broker
Expand your trading and investment offerings cost-effectively We offer financial institutions trading, execution and reporting services for self-trading, advisory and discretionary clients. In an introducing broker collaboration model, we take care of all processes from KYC and on-boarding to risk management, with market data fees included. Connectivity and APIs - Connect to our......
relevant regions
Geneva, Switzerland
Invest Direct for Wealth Managers
You wish to Access investment opportunities for your clients or prospects? Offer your clients or prospects a totally independent assessments and valuation toolbox? Assist them in fundraising? A new way to access Private Markets Access previously inaccessible investment opportunities Assessments and valuations are carried out by an independent third party Retain your assets under management on securitized......
relevant regions
London, United Kingdom
Investegate
In addition to rolling coverage of regulatory and non-regulatory announcements, Investegate also provides complementary market and stock news from partner site BusinessFinancialNewswire, and allows you to create alerts list of stocks and alerts to ensure that you are aware whenever a new announcement is released. Investegate is designed specifically for professional......
relevant regions
Geneva, Switzerland
InvestGlass
Fintech friendly CRM built for banks, asset managers, remote workers and much more. Sell faster. Close more deals. InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction, wealth advisors check on their customised InvestGlass platform for recommendations. InvestGlass is not an investment advisor, broker or dealer and......
relevant regions
London, United Kingdom
London, United Kingdom
London, United Kingdom
Lake St Louis, MO, United States
Investing You
We are a group of professionals from the financial and positive psychology field who have developed a program to help financial advisors create a better model for connecting the “why” behind the money their clients invest. We help advisors make a positive impact on their clients lives, which in turn, helps......
Toronto, ON, Canada
Investipal for Advisors
Easy Onboarding - Get up and running in minutes Thousands of Securities - Get access to over 10,000 North American stocks and ETFs Strong Security - Keep your money with your existing brokerages. No moving funds required Advanced Analytics - Get in-depth insights into how your portfolio is constructed to manage risk Smart Integrations - Tie into your......
relevant regions
Sydney, NSW, Australia
Investment
Deliver investment advice to your entire customer base. Your data + journey = ability to easily engage those looking to invest. Enable your customers to access investment advice when they want, where they want and with the option to engage a face-to-face adviser. Increase profitability for your wealth management channel by lowering......
relevant regions
Copenhagen, Denmark
Investment Advisors
Our value towards Investment Advisors Performativ is an invaluable tool for financial advisors who manage a substantial client base. Financial advisors often face the challenge of efficiently serving a large number of clients while providing personalized and insightful guidance. Performativ simplifies this task by offering robust portfolio management and reporting capabilities.......
relevant regions
Burlington, MA, United States
Investment Book of Record (IBOR)
Charles River’s Investment Book of Record provides traders and portfolio managers with an accurate, real-time, and consolidated view of positions and cash. Purpose-built for the front office, Charles River’s IBOR provides an investment-centric view of positions. This reduces trade errors and time spent manually reconciling position data. As an integral......
Luxembourg, Luxembourg
Investment Fund Services
Vestima Vestima delivers a suite of investment fund services supporting the cross-border distribution needs of the investment fund industry around the globe. It provides a gateway to global funds solutions ranging from order routing, centralised delivery versus payment (DVP) settlement, safekeeping and asset servicing to collateral management. This allows customers to......
relevant regions
New York, NY, United States
Investment Governance Service
Moody’s Analytics Investment Governance Service helps product providers and distributors meet compliance requirements for assessing suitability by aligning investment solutions with clearly defined risk targets....
New York, NY, United States
Investment Governance & Suitability
Moody’s Analytics enables product manufacturers, asset managers, advisers, and other distribution platforms to put in place a robust and objective risk-graded investment proposition, aligned with stringent regulation, and configured to specific business needs. Reliance on subjective assessment of a client's attitude to risk, broadly defined fund sectors, or on simple measures......
Jacksonville, FL, United States
Investment Management
Creating and maintaining a high-quality, robust investment management platform to meet the unique needs of today’s sophisticated investor can be a time-consuming and costly endeavor. Through Reliance Trust, an FIS company, clients can choose from select turnkey to fully outsourced investment solutions in a highly automated environment. Gain access to a......
relevant regions
St Peter Port, Guernsey
Investment Managers
The ARC Indices deliver an invaluable benchmarking tool to impartially compare your investment strategies against your competitors and peers. There are wide-ranging benefits of joining the community of investment managers embracing transparency in the pursuit of better investment performance for their clients. Benefits of becoming a contributor Accurate performance evaluation Robust benchmarking Enhanced credibility and......
relevant regions
West Chester, PA, United States
Investment Operations Outsourcing
Fund Services Fund Administration • Shadow Accounting • Portfolio NAV Calculations • Feeder NAV & Investor Allocations Trading Central Trading Desk • Pre-trade Compliance • Commission Tracking • Broker-Routing • TCA Reporting Compliance ADVs • 13F/H Filings • Compliance Manual • Personal Trading Policies • Code of Ethics • Audit Support Reconciliation Automated Matching & Break Resolution......
relevant regions
Zurich, Switzerland
Investment Opportunities & Sales Campaigns
Investment opportunities: Investment ideas: The engine implements the bank’s research and identifies investment opportunities. For each idea, the algorithm finds a suitable second trade and provides complete trade packages. Client book screening: UBS Partner determines for which portfolios investment opportunities are applicable and automatically identifies the relevant clients, ensuring efficient implementation. Sales campaigns: Campaign......
Sydney, NSW, Australia
Investment Platform
Reporting IPS provides a large range of reporting options that can be white labelled to suit your business. Investment Platform All investments, including ASX listed securities, international securities, ETF’s, managed funds, and other unlisted investments can be traded within IPS Instruct. CRM IPS has built adviser specific CRM tools. It’s intuitive, with the functionality you......
relevant regions
Bristol, United Kingdom
Investment Platform
2 weekly release cycles 26 releases a year 99.98% uptime Expectations, exceeded with our investment software There are some things all good investment platforms must do (and do brilliantly), from tools and wrappers to safe custody. But great platforms also think ahead. Welcome to Parmenion Effective tools Access all the tools and reporting you need to meet......
relevant regions
Soborg, Denmark
Investment Reporting
Investment Reporting is an art The Investment Reporting – whether its on a single portfolio or a full consolidated reporting across managers and portfolios is an art – The entire reporting must reflect the underlying investment philosophies. The really good investment reports has found the balance between performance measurement, holdings, risk......
relevant regions
Boston, MA, United States
Investment Strategy Engine
Modular approach helps align capabilities with specific needs Help your clients get more out of their investment dollars by reducing controllable portfolio frictions that can erode outcomes over time. Our modular platform allows you to look at the potential impact of reducing fees, taxes, and risk separately or together depending on......
relevant regions
Rotterdam, Netherlands
Investment Suite
At Blanco, we don’t believe in tech only. We believe in the symbiosis between man and machine. That’s why we’ve created an Investment Suite that automates the full asset management cycle, but keeps your expertise center stage at the same time: see our investment suite as your proprietary digital investment......
relevant regions
Sydney, NSW, Australia
Investment & Superannuation Wrap
Deliver benefits to your clients A wrap account enables the adviser to consolidating and manage their client’s investment portfolio. They revolve around a central cash account, which pays interest and serves as a transitional account, funding buy transactions, and receiving the proceeds of sold investments and income received. The wrap is operated by......
relevant regions
North Salt Lake, UT, United States
Investment Wizard
The Investment Wizard accomplishes this through either its Validation or Selection track. Product Validation Under Product Validation, the user picks the investments and the system runs the user’s selections against the RightBRIDGE rules engine to determine if the proposed sale is in the client’s best interest. The system will validate if the......
relevant regions
Pittsburgh, PA, United States
Investor Communications
Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications. Operational excellence through automation Support your global operating model by automating and streamlining the collection of data, analysis, reporting and delivery in a controlled......
relevant regions
Redwood City, CA, United States
Investor Data Analytics
Alternative Data Analytics for Investment Decisions Envestnet | Yodlee Data Analytics enables investors to gain a competitive edge with timely, unique, and accurate market insights, spending, and income data analytics so they can better manage investments on behalf of their customers. By turning de-identified data into insights, we enable asset, investment, and......
relevant regions
New York, NY, United States
Investor Platform
Structure your data with Digital DDQs, RFPs, RFIs, Surveys Leverage digital questionnaires including your custom or AIMA, ILPA, INREV, PRI and AITEC standards to create a structured data source from your existing investment manager partners and prospects. Centralize your manager research and due diligence Transform information traditionally stored in shared drives and emails, into actionable......
relevant regions
Munich, Germany
Investor Portal
Devexperts Investor Portal is a software application for investors to see their assets and manage their portfolios, and for advisers to provide investors with investment strategy options and financial reports. The solution can be easily to integrated into a client’s existing infrastructure, connected to various venues, upload an overview of previous......
relevant regions
Singapore, Singapore
Investor Portal
Modern Dashboard - Publish key metrics and let investors visualize progress on interactive dashboards. Custom Branding - Promote your brand by adding your Fund's logo on Investor Portal. Digital Signature - Authorize capital notices using digital signatures with the help of DocuSign. Boost Transparency - Publish key policies and let investors view their management fees, performance fees......
relevant regions
New York, NY, United States
Investor Portals
All investments Our platform supports all investor reporting, across funds and administrators. All administrators Our platform integrates with over 100 fund administrators and transfer agents. All transactions Our platform supports all investment lifecycle transactions - from subscription to redemption....
relevant regions
New York, NY, United States
Investor Profiles
Any organization type Our platform supports all organizations - pensions, endowments, private banks. Any investor type Our platform supports all investors - from sovereign wealth funds to UHNW individuals. Any jurisdiction Our platform compliantly supports investors from any geographic location....
relevant regions
San Mateo, CA, United States
Investor Solutions
Private company insights We partner with the investors and management teams of privately held companies and serve as your in house private equity team, setting up best in class reporting for investors; we create a cadence for regular updates on key performance indicators, investment returns, buyer universe, risk areas, and diligence......
relevant regions
Zurich, Switzerland
INVESTORY
With INVESTORY you can trade direct investments like stocks, ETFs, futures, foreign currencies, precious metals, and commodities. Collective investments like mutual funds, structured products, and certificates are not available. Investors can rest assured that there are no hidden costs with INVESTORY. No other mirror trading platform offers more possibilities....
Windsor, CT, United States
Investrack
With the digitalization of banking and wealth management, people expect more visibility and control over their assets. Our portal solution gives advisors more time to focus on their clients and growing their wealth. In turn, clients benefit from powerful self-service tools, putting portfolio and performance data, insights and even trading......
relevant regions
Leuvain, Belgium
InvestSuite Portfolio Optimizer
Key features and uses: Offers a portfolio loss protection methodology that can be overlaid on any investment strategy Hyper-personalised portfolio construction and rebalancing engine for a Robo Advisor platform Determine security weights for a user-defined investment universe Construct sub-portfolios that complement core investment strategies Construct an intelligent, customised investment benchmark. For index-tracking or direct indexing For construction......
relevant regions
Leuvain, Belgium
InvestSuite StoryTeller
Based on our research, most retail investors are not satisfied with the periodic account statements they receive. Their reports usually contain unintuitive tables with numbers or high-level macro-economic explanations without any clear link to the actual investments of the client. Also, personal investment advisors and relationship managers find it difficult to pinpoint......
relevant regions
Brooklyn, NY, United States
Invisage
Increase your success with Althub Invisage Data from any source Auto AI-driven insights Distribution ready The Invisage platform by Althub is the first data transformation and verification platform in the market purpose-built for companies to monetize their data. In 3 easy steps, we take you from unstructured raw data to getting your new data product in front of......
relevant regions
Roseville, CA, United States
iQUANT.pro
We do the work for you… Simplify and grow your business with time-tested investment models meticulously crafted to beat (or hedge) the market. With over 30 investment models from which to choose, iQUANT.pro was built to assist investment professionals of all backgrounds ranging from Wirehouse to Regionals and Independents to RIAs. With......
relevant regions
Jersey City, NJ , United States
iRebal®
The power of intelligent rebalancing iRebal, the Intelligent Rebalancer, is a rule-based rebalancing application that considers your clients’ tax consequences when showing possible trades that fit your criteria. iRebal is available as a fee-for-service solution to support multiple custodians, or as a web-based version available at no additional cost through Veo® for......
Tel-Aviv, Israel
Issuance Solutions for Banks
That’s where Futora comes in Futora enables any financial institution to structure, issue, process, and distribute its own structured products. Futora’s solution covers every aspect of the investment product lifecycle, including access to liquidity partners, a regulatory framework, and back and middle office functions, all from an easy-to-use interface. Increase market share......
relevant regions
Paris, France
IZNES Platform
IZNES receives and transmits investor orders, on the one hand, and centralization, issuance and account maintenance tasks on behalf of management companies, on the other. Thanks to its disruptive model, IZNES eliminates the financial counterparty risk. Indeed, the assets are directly entered in the fund register. Using IZNES for the placing of......
relevant regions
Coral Gables, FL, United States
Jaamoon
Increase top line revenues Protect clients' investments Serve clients in a more systematic way Jaamoon with its real-time analytical capabilities generates intuitive information that is actionable, measurable and conclusive. Jaamoon with its investor-centric business processes ensures investors are sufficiently reached, their investments are protected and the organizations' research information is capitalized in full. Jaamoon with......
relevant regions
Fort Wayne, IN, United States
JourneyGuide
It’s time to think differently about retirement income. By 2030, 1 in 5 people will be retired. This means your parents, neighbors or friends could soon begin their retirement journey, if they haven’t already. They’ve made it to retirement—but are they prepared to make it through retirement? In today’s market, families are......
Oakland, CA, United States
Just Invest for Advisors
Solutions for you and your clients. Set yourself apart by delivering clients unique, quantitatively managed portfolios. Aligning client values. By offering personalized portfolios, you can address specific companies, issues and values most important to your client. Now you can exclude individual companies and optimize to maximize impact across multiple ESG factors such as pollution......
Chicago, IL, United States
KKM Models
Created by KKM Financial, the Model Account Platform (M.A.P.) is a separately managed account solution powered by Nasdaq Dorsey Wright. M.A.P. provides access to Nasdaq Dorsey Wright model strategies through a single account. This distinct access is provided with low minimums, flat fees, and the benefits of real-time performance reporting......
London, United Kingdom
Kore Labs
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......
relevant regions
New York, NY, United States
Koyfin
Complete data coverage all in one place Koyfin is the only resource you need for a full picture of the financial markets. Stocks US and Canadian equities including live prices, fundamentals, valuation and consensus estimates. ETFs US ETFs including lives prices, flows, constituents and contribution. Mutual funds US-listed mutuals funds including prices, descriptions and constituents. Fixed income Global government......
relevant regions
New York, NY, United States
Larkspur Executive PRO & Platinum
2020 started out with major social and market volatility. Virus fears are causing people to travel and interact less. Does this all mean that your only choice is to hunker down, put out client fires and weather the storm? That is what your competitors will do. We do not believe that......
Waltham, MA, United States
Ledgex Due Diligence
Ledgex Due Diligence allows firms to more effectively manage the complete manager due diligence process by standardizing and uniformly recording the quantitative and qualitative due diligence information gathered on a manager. Manager due diligence process management and manager due diligence ranking functionality enables multi-managers to: Configure specific workflows and quantify firm-wide......
relevant regions
Waltham, MA, United States
Ledgex Liquidity
Today, investment firms must have robust liquidity management tools and procedures. However, too often fund of funds, endowments, pensions and institutional investors continue to grapple with liquidity management and reporting within their investment portfolios due to a range of issues including complex structures, side pocket interests, gating complexities and regulations. Ledgex......
relevant regions
Waltham, MA, United States
Ledgex Research Management
Ledgex Research Management (RMS) combines due diligence, CRM, document management and portfolio management capabilities into a single research management system that supports and enhances the investment process. With Ledgex RMS, investment professionals can efficiently manage and navigate mass amounts of research data in a centralized data warehouse. From manager selection to......
Cardiff, United Kingdom
Lenderlink
Make life easier with Lenderlink Search 2500+ products from 43 specialist mortgage lenders for Firsts, Seconds, Bridging and BTL products in an instant. Find the right product for you and them complete one universal application form. Then refer it to us for packaging or if you have chosen our CRM product, package......
relevant regions
London, United Kingdom
Lending
These tools include: Origination Underwriting Document management Capital reporting Loan monitoring Loan servicing ...
relevant regions
Arlington, VA, United States
Liberty RIA Platform
Simplified portolio management Efficient trading. Liberty automatically reconciles trades back to each client account—which is not only more efficient, but also simplifies your compliance and audit functions. One account, unlimited models. Liberty dramatically simplifies how you manage assets by letting you run as many investment models as you’d like in any single account. Powerful rebalancing. Our......
relevant regions
Westport, CT, United States
Life Events
Context There are dozens of Life Events that not always, but often happen in the lives of your clients and prospects. Ranging from Birth to Loss of a Loved One Solution As soon as you get wind of a Life Event happening for one of your clients or prospects, you go into your CRM......
relevant regions
Westport, CT, United States
Life in #s
Context There are 15 age milestones, 15 regulatory birthdates that trigger distinct wealth management risks or opportunities. 10 relate to retirement 5 relate to the Next Gen of the client family Although they are highly predictable and consequential advice opportunities, not all clients and prospects are getting proactive, impactful advice on these Moments That......
relevant regions
Westport, CT, United States
Life in #s – Direct to Client Version
Context In case you have large prospect books or cover large pools of Retirement Plan Participants, you may want to send them age-based advice in an automated way. Highly efficient, scalable advice for large pools of recipients. Solution Bento can connect with your email or Marketing systems (Hubspot, Constant Contact, MailChimp, etc.) and automatically......
relevant regions
North Salt Lake, UT, United States
Life Insurance Wizard
Validation The RightBRIDGE Life Insurance Wizard utilized in its validation track, helps to determine the suitability of a proposed or in-force policy. The solution: Supports new sales or changes to an existing policy Provides validation scoring for proposed products Summarizes results in a validation report Selection The RightBRIDGE Life Insurance Wizard utilized in its selection track,......
relevant regions
London, United Kingdom
Linkedtrade
LinkedTrade is a leading SaaS multi-dealer platform that connects the Buy-side to the Sell-side digitally and offers end-to-end automation for the conception, pricing, trading and monitoring structured products. We combine innovation and long-term expertise to overcome industry challenges and make investing in structured products fast, easy and cost-effective. LinkedTrade is a proven......
relevant regions
Uniondale, NY, United States
Liquidity Calendar
This unique application tracks lock-ups, gates, automatically calculates redemption schedules and how much can be redeemed along with the myriad of terms for each investment. It prevents the manual and error-prone assembly of terms and dates in spreadsheets....
New York, NY, United States
Liquidity Manager
Communications, deal documentation, and transaction status. Manage secondary transactions all in one place (and declutter your inbox while you're at it). Communications - keep track of company communications with shareholders and investors Documentation - organize your legal templates and deal documentation in our Document Library Transactions - complete action items for current and past secondary......
Bethesda, MD, United States
Live Briefs PRO Global Markets
Live Briefs PRO Global Markets is MT Newswires’ most comprehensive news service, providing around-the-clock and up-to-the-minute coverage of financial markets and economies across North America, Asia Pacific, Europe, the Middle East, and Africa. With a focus on the most widely followed securities and events in developed capital markets, MT Newswires offers......
relevant regions
New York, NY, United States
Logicly
Investment and portfolio analytics built by ETF experts. The ETFLogic team is made up of former market makers, traders, quants, and have years of experience within the ETF and investment industry. All of this knowledge has helped the team focus on solving problems when it comes to the complex processes of investment research......
Cincinnati, OH, United States
Luma Platform
Luma is an independent, multi-issuer platform that provides banks and broker dealers with a fully-customizable, order entry system. Registered users can login to access a wide-array of content designed and tailored specifically for your firm. Our education and training system helps advisors maximize their sales and marketing efforts to provide......
relevant regions
Sydney, NSW, Australia
Lumiant
We're not like any other advice planning software. We've designed our platform specifically for your clients to better discover, collect and deliver meaningful experiences. 1. Discovery & Progress Uncover what matters. Lumiant’s Discovery and Progress modules provide a proven process to deepen client relationships with memorable, guided experiences. 2. Data Collection Tech-driven data acquisition tools......
relevant regions
Zug, Switzerland
LyCI
Why buy the LyCI Service Token? Take a position in the market Rather than choosing “the next Bitcoin”, take a position in the market, focusing on those projects that together are likely to succeed – even if some do not make it. Simple, accessible and tradable – an ERC20 token The LyCI Service Token......
relevant regions
Sydney, NSW, Australia
Macquarie Wrap
Our platform offers simpler, more powerful ways for you to manage your clients’ money. That way, you can focus on what’s valuable – building deeper connections with your clients. Extensive range of investments Your central hub for efficient access to managed funds, domestic and international securities, direct fixed income, specialist investment, separately......
New York, NY, United States
Magnifi
It helps financial advisors, portfolio managers, and everyday investors find, compare and act on investment options. In an era with thousands of ETFs, mutual funds, stocks, and model portfolios to choose from, Magnifi demystifies and simplifies investing, providing insights and information that save time and help investors make smarter decisions. Magnifi......
relevant regions
Sudbury, MA, United States
Managed Account Rebalancing System
As one of the first entrants into the managed account market in the United States, SoftPak has unparalleled depth and breadth of experience in implementing managed account solutions across a range of different business models. In partnership with Northfield Information Services, SoftPak has developed a highly scalable wealth management technology......
relevant regions
Sydney, NSW, Australia
Managed Accounts
MA Operator adds value to advisers, and those providing managed account services complementing their current operational and system architecture and client servicing culture. We don’t ask you to align to a vertically integrated service or data source model. We integrate with the licensee’s chosen broker, bank/CMA or administrator of choice where......
relevant regions
Chicago, IL, United States
Manager Portal
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
Norwalk, CT, United States
Manager Research
Investment Metrics Global Database Manager Research is a comprehensive, easy-to-use analytical tool for evaluating asset managers and analyzing investment performance. It simplifies investment research and analysis with instant access to decision-support information on institutional and retail investments in the Investment Metrics Global Database. With a robust analytics engine, the tool allows......
relevant regions
New York, NY, United States
Mandates
Whether seeking new managers, investigating emerging strategies or looking to deploy capital into alternative investments with longer track records, Bloomberg’s Mandates solution offers a discreet platform to begin due diligence. When considering club deals or co-investments, our private equity platform offers the potential to find like-minded investors ranging from other......
Chicago, IL, United States
Manifest for Partners
Who partners with Manifest? Wellness platforms - Turn education into action. With Manifest, your users can consolidate their retirement accounts with less than eight minutes of effort. Retirement brokers - Augment your existing capabilities by sharing Manifest with your clients. Our leading transfer solution has the power to optimize any employer retirement......
relevant regions
Sydney, NSW, Australia
Mapping Services
Map risk tolerance profiles against your portfolios to provide better information to investors – your sales team will love it. Doing this with FinaMetrica gives an empirical basis with scientific rigour that means you’ll communicate with clarity....
Zurich, Switzerland
Market Data
SIX consolidates and standardizes market data from over 1,800 sources to create an authoritative data source for financial professionals. Our stream of market quotes comes from the broadest range of sources. The data is delivered in real-time, intraday, and end-of-day formats, regardless of where in the world it originates. The market data......
relevant regions
Chicago, IL, United States
Market Monitoring
Clients can choose from three deployment options: application, data feeds, and customized API components. Access real-time market insights Gain access to real-time price changes and in-depth coverage on asset classes. Connect to hundreds of data feeds with direct access to stocks, options, and indices. Discover investment ideas Discover buy-and-sell signals you can count on,......
relevant regions
Hong Kong, China
Market News
Multi-media News Picture and video news covering major world and market events can help increase engagement with your users....
relevant regions
Norwalk, CT, United States
Markets Analyzer
Factors help tell your unique story Markets Analyzer, part of the Style Analytics solution, provides critical market context to the performance of any equity portfolio. With Style Skyline™, you can quickly visualize factor exposures of the equity markets. Our managed service compiles a custom factor analysis monthly report just for you.......
relevant regions
Charlottesville, VA, United States
MarketScope Advisor
CFRA’s essential analytical tools will help you stay on top of changes in the markets so you can make informed investment decisions, track strategies to maximize returns, and deliver clear investment insights to your clients. How it works Explore research Access our full suite of research services through CFRA’s online portal, MarketScope Advisor, or your......
Portershed, Ireland
MarketXLS
Meet the #1 Excel-based investment research solution for serious investors. Stocks, ETFs, options & mutual funds – affordable data all in one place ...
Boston, MA, United States
MARS
As if the market itself wern't complex enough, creating a sustainable investment management process within your firm brings its own intricacies. When all your systems, from portfolio accounting to customer relationship management, are run in isolution your entire process slows and stagnates, making it impossible to deliver the best results......
Vacaville, CA, United States
MasterPlan Financial Software
With our comprehensive financial planning software, you can record, analyze, and present all aspects of a client's current and proposed financial situation. MasterPlan’s financial planning software keeps track of all a client owns, owes, earns, spends, receives in social security, and pays in taxes from the current year through retirement and beyond to......
San Francisco, CA, United States
Matik Platform
Connect to a Data Source - Connect to any data source Connect to a data warehouse, REST API, Salesforce, Google Sheets or BI tool - No ingestion, just querying Matik doesn’t ingest data making implementation easy Create Insights - Turn data into insights Define insights as simple field lookups or complex SQL queries - Create insights in any form Transform data......
Boston, MA, United States
Maxifi Planner for Advisors
MaxiFi Planner incorporates the revolutionary Economics Approach to personal financial planning. Learn more about how MaxiFi Planner PRO works The program presents detailed plans including a projected lifetime balance sheet showing income and expenses through age 100. Each category is detailed annually showing fixed and discretionary spending, retirement account withdrawals, taxes, etc.......
Boston, MA, United States
Maximize My Social Security For Financial Advisors
All possible filing strategies All major benefits All major rules and provisions Financial professionals love Maximize My Social Security because . . . the software suggests safe ways to make their clients tens if not hundreds of thousands of dollars 10,000 Baby Boomers are retiring every day and need to make Social Security benefit decisions they trust......
New York, NY, United States
Maxit
Maxit is the industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution. Combining proven technology, robust processes, exceptional data accuracy and decades of tax operation and experience, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements....
relevant regions
New York, NY, United States
MaxMyInterest for Financial Advisors
Attract new clients Strengthen existing relationships Bring held-away cash into view Provide more holistic advice HNW household asset allocation High net worth individuals are currently holding 23.7% of their portfolios in cash and equivalents. Until now, it hasn’t been worthwhile to focus on cash. Help clients earn more With Max, your clients can now earn up to 2.50% yield on cash,......
New York, NY, United States
Mercury iFunds™
Mercury iFunds™ snapshot Comprehensive, end-to-end, paperless solution for accessing a broad menu of online offerings, independent research, product tutorials, roadshow videos, and institutional due diligence, all investable in a single automated subscription document Dedicated team of 16 professionals focused exclusively on due diligence, origination, and project management Efficient, seamless, and simple to navigate;......
London, United Kingdom
Mergermarket Subscription
Predictive intelligence We’re focused on pre-event intelligence, talking to dealmakers before the deals are announced so subscribers have the best chance of knowing what’s going to happen next. League tables Mergermarket‘s ‘Who‘s who in M&A’ league tables have become an industry standard among investment professionals, helping you analyse firm performance and enhance your......
Stockholm, Sweden
MFEX Platform
MFEX offers a complete solution for fund trading, custody and rebates, giving you one single access point to global fund markets. You will have access to our proprietary state of the art system, developed in-house, as well as a dedicated relationship manager. MFEX's Trading System: Trading Transfers Execution Settlement Custody Reporting Corporate actions Cash management ...
relevant regions
San Francisco, CA, United States
Middle Office & Trading Risk
Firms are trading ever larger derivatives volumes as they address new market demands and incorporate financial innovations. The total cost of trading is also increasing driven by larger trading volumes and, in addition to existing XVA spread and margin requirements, new complex regulations such as Basel III’s FRTB and SA-CCR.......
relevant regions
London, United Kingdom
Mintus
Find out how you can get access to an art market that’s performed almost three times better than the S&P 500 since 1986* with Mintus. *Source: The Live Art Index. How it works Source Artworks are sourced from institutions, galleries, artists or individuals. Prior to platform listing, the artwork’s authenticity and market value is determined by......
relevant regions
Tel Aviv, Israel
Mirror Trading
Mirror Trading is the core concept behind the unique offering of the Mirror Trader, Tradency’s innovative trading platform. The Mirror Trader is the largest technology provider for brokers with over 200 brokers and 2M retail clients users since 2005. The Mirror Trading concept is quite simple: Tradency servers keep track of......
relevant regions
Boston, MA, United States
Model Design & Delivery
Whether you’re starting with your own models, a third-party model, designing them from scratch or selecting from the “best practice suite”, 55ip will work with you consultatively to create your own menu of investment strategies to utilize across your practice. You can further customize at the client-level to deliver the......
relevant regions
Tel Aviv, Israel
Modelity Structures
A quicker sales process Elimination of errors Shorter time to market for new products Avoidance of time-consuming manual work The sales module is focused on structured products transparency and explanation, enhancing the seller’s relationship with the end client. Computed outputs such as actual historical performance, Stress Tests, VaR and Monte-Carlo projections are presented in......
relevant regions
Auburn, CA, United States
Model Marketplace
Partners include: Allianz Aptus Capital Advisors Blackrock Capital Group Donoghue Forelines Dorsey Wright Eventide Fidelity Investments First Trust Franklin Templeton Inspire Invesco Likefolio Opto PIMCO Redwood Investment Management Charles Schwab Investment Management Swan Global Investments Vident Financial WisdomTree Best of all - If you’ve got Nitrogen, you’ve got the Nitrogen Partner Store....
relevant regions
Madrid, Spain
Model Portfolios Services
Model Portfolio Service (MPS) provide risk-rated portfolios, controlled by a powerful and complex investment methodology. Performance-based information on investment assets is widely available We provide quant-based research to support businesses get more time with their clients. Our goal is to share our expertise, consistency in the investment process, and a market advantage......
Powhatan, VA, United States
MoneyGuideElite
Enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities....
relevant regions
Powhatan, VA, United States
MoneyGuidePro®
Fast, easy, and adaptable, MoneyGuidePro identifies gaps, empowers clients to stress test their plans, and is equipped with a social security maximizer, custom CMAs, digital plan snapshot and more to provide an engaging planning experience for advisors and their clients....
relevant regions
Arlington, VA, United States
Money Manager X-Change
For advisors, one of the biggest benefits of working with E*TRADE Advisor Services is the efficiency the technology platform provides. And it’s no different with the MMX program. You have access to powerful investment management capabilities right from the Liberty platform. Benefits of Money Manager X-Change Supplement your existing strategies to create......
relevant regions
St Helier, Jersey
Monitoring
A quantitative approach. The Enhance Manager Analysis Programme (EMAP) quantitatively assesses the suitability profile of each investment portfolio against a defined Investment Policy using a combination of returns-based and holdings-based analytical techniques. Our proprietary EMAP Rating scores each investment portfolio using risk and return characteristics relative to the portfolio’s benchmark. This is......
relevant regions
Chicago, IL, United States
Morningstar® Advisor Workstation
Add color to your client communications Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports. Client reporting Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Show what your advice can do Walk......
relevant regions
Chicago, IL, United States
Morningstar® Annuity Intelligence
Robust, in-depth research on annuities Morningstar Annuity Intelligence is a research tool that helps you uncover the strengths and weaknesses of annuities. We offer active and historical data on nearly all variable annuities, along with increasing coverage of fixed indexed and fixed annuity products. Complex characteristics, clearly explained No need to dig through......
relevant regions
Chicago, IL, United States
Morningstar Commodities and Energy
One secure product for all your data needs The heart of our product is Marketplace, an API-based, centralized, and SOC1-compliant data warehouse. Marketplace uses private feeds to keep your proprietary data discrete from market data, so you can access both in one place without compromising security. Outsourced data management Work with us to......
relevant regions
Chicago, IL, United States
Morningstar® Data
The data you need in one place Informed by our research expertise, we categorize our fund, company, and real-time market data on a singular methodology to enable a comprehensively mapped system of securities, collectives, and analytics. This data concordance powers the most unique and multifaceted insights. Equity data Build better portfolios with company-......
relevant regions
Chicago, IL, United States
Morningstar Direct
Whether you need to select, create, or market investments, Morningstar DirectTM optimises your process by centralising institutional-strength data, proprietary analytics, and in-depth investment research in one platform. The foundation you need for sophisticated financial analysis. Data Understand your firm’s data in context with our global, multi-asset investment database, including historical portfolio holdings, equities, model......
relevant regions
Chicago, IL, United States
Morningstar® Essentials
Building investor confidence with integrity We’re evaluating investments from the viewpoint of an investor. You can use our independent metrics to validate important details about your funds—like how your funds stack up to their peers or if we expect them to outperform over a full market cycle. Expanded coverage to move the......
relevant regions
Chicago, IL, United States
Morningstar® Plan Advantage
An integrated platform to help advisors manage, grow, and streamline their retirement plan business Powered by a network of more than 25 plan providers, Morningstar Plan Advantage helps advisors prospect and obtain pricing, manage plan lineups, and access detailed investment information—all from one place. For advisors One centralized dashboard to help advisors grow......
relevant regions
Chicago, IL, United States
Morningstar Reporting Solutions
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......
relevant regions
Chicago, IL, United States
Morningstar Research
Built on a singular framework, the independent, global insights of our research analysts and quantitative models form the gold standard for analyzing investment options. Our commitment to transparency and demonstrated performance fuel the strongest outcomes. Equity research Make confident investment decisions powered by our commitment to fundamental research and a consistent methodology......
relevant regions
Chicago, IL, United States
Morningstar® Total Rebalance Expert®
What we offer Our customizable technology will help you find the best trades to increase tax savings, reduce fees, and maintain target allocations. Simplify the portfolio management process and automate the rebalancing aspect of your practice to save time and prevent errors. Access the big picture With our real-time, snapshot view, easily check......
relevant regions
Glasgow, United Kingdom
MortgageBrain
A quick and easy to use mortgage sourcing system which can facilitate multiple sourcing per client, 90% of sourcing from a single screen and client specific best buy tables, to name just a few of its features....
Melbourne, VIC, Australia
Mortgage Sales and Originations
Recognised as the most advanced end-to-end software of its kind, our mortgage sales and originations software is helping lenders of all sizes transform the way they do business. Remove the constraints of legacy systems, innovate and grow with software that helps your business create a better mortgage experience for everyone. MSO provides......
relevant regions
Zurich, Switzerland
Move Digital Platform
Move Nexus Collect, connect and analyze internal and external content from news, research and expert views Move Solutions Offer bespoke solutions to your clients, including financing, hedging services and risk exposure adjustments Move Indices Create custom indices to monitor themes over time, analyze investment ideas and implement proven strategies Move Risk Manager Design and process specific macro risk......
relevant regions
Windsor, CT, United States
Moxy
In a complex and fast-paced trading environment, a seamless trade order management system is more important than ever. Moxy is proven to improve operational efficiency with a seamless workflow from portfolio modeling through to trade creation, execution, confirmation, allocation and settlement. Part of the powerful Advent Investment Suite and built on industry-standard technology,......
relevant regions
New York, NY, United States
MSCI Private i® Platform
With over 30 years of expertise in alternative investments, through the acquisition of the Burgiss Group in 2023, our Private Capital Solution offers unrivaled data, analytics, and transparency that enables asset owners, asset managers, and financial intermediaries to evaluate and manage complex portfolios. With offices throughout the Americas, EMEA, and......
relevant regions
New York, NY, United States
Multi-Asset Portfolio Management
Driven by regulators, rating agencies, or a demand for best practices in investment solution design, asset allocation, and risk management, asset managers and investment advisers are facing ever greater requirements for modeling capabilities. Built around our economic research and scenario modeling capabilities, our analytic solutions enable asset managers to build......
Copenhagen, Denmark
Multi Family Offices
Our value towards Multi Family Offices Multi-family offices benefit from Performativ's versatile wealth management solutions in several ways. MFOs often manage diverse client portfolios with varying investment goals and preferences. Performativ's customizable reporting and analytics capabilities allow MFOs to tailor their services to each client's specific needs, fostering stronger client relationships......
relevant regions
Zug, Switzerland
Mydesq Advisor
Product shelf All that you did on your desktop through multiple applications is now possible through the mydesq application on the ipad. Spend more time facing your clients and have the flexibility to work anywhere. Client profiling All your activities such as creating a proposal, sending reports to clients, documenting advice, and opening......
relevant regions
42 Quai Jean-Charles Rey, Monaco, 98000, MC
myPrivatam
2 minutes flat That's all it takes to create your products and compare the best offers from 11 investment banks. WiFi connected, and you're off… On your own or with the Privatam teams, on a tablet or desktop, and from wherever you like: always find the investment that suits you. Structured community Never miss a......
relevant regions
Auckland, New Zealand
Myriad
Myriad is an integrated set of custom-configurable software modules that provide a flexible, fully automated, highly scalable end-to-end solution for wealth management. Built on industry-standard, open database architecture, the platform offers a high level of flexibility and an extensive breadth and depth of functionality. It also integrates seamlessly with your existing......
relevant regions
New York, NY, United States
Nasdaq Data Link
Nasdaq Data Link is a powerful, centralized, cloud-based technology platform providing access to more than 250 trusted data sets, available via API. Search, discover and build. Competitive advantages Curated, actionable intelligence We research, select, prepare and deliver unique, high-quality data. Fewer than 1 in 100 datasets we analyze become products, resulting in a curated, best-in-class......
relevant regions
Milwaukee, WI, United States
NaviPlan® for enterprise
Comprehensive planning Built on the most precise calculation engine in the financial planning market, NaviPlan scales to meet the diverse needs of any enterprise organization....
relevant regions
Boston, MA, United States
Nebo
Portfolio construction is at the heart of Nebo Nebo incorporates term structure of expected returns. Nebo tells you how much volatility you need to bear to minimize shortfall risk. Nebo integrates with financial planning tools Nebo picks up where financial planning tools leave off by determining the return required to achieve the client’s goals. Next-gen......
relevant regions
London, United Kingdom
Neotas Platform
We gather, and process data from an unlimited number of open sources including social media, and the deep, and dark web. This provides clients with clear, easy to understand reports and dashboards to enhance their decision making. Neotas are the next level of due-diligence. We leverage the power of our platform......
relevant regions
Winterthur, Switzerland
Netfolio®
In addition to software for asset management, Alphasys offers its customers comprehensive services up to and including document processing. This leaves more time to focus on the core business. The Netfolio portfolio management system has developed over the past decade into a comprehensive, modern software for asset management. Alphasys continually incorporates......
relevant regions
Toronto, ON, Canada
NexJ Advisory Service
To stay competitive, elite international private banks and wealth management firms are focused on personalizing the advisory service that they offer to today’s high net-worth (HNW) clientele. Industry leaders are empowering their relationship managers with specialized tools to efficiently establish, maintain, and execute a tailored advisory experience quickly. NexJ’s Advisory......
relevant regions
Nassington, United Kingdom
Ningi
Websites Run and manage your website in one place. Have leads, contact requests and analytics all flow right into your back office. Run multiple websites/brands, test and launch trading styles quickly. Engagement; tools, calculators and seminars Launch one of the many Ningi tools and calculators. Run live seminars, with Q&A, voting and polling. Deliver on-demand content, previous......
relevant regions
Auburn, CA, United States
Nitrogen APIs
Leverage Nitrogen’s API Leveraging Nitrogen’s core API means less time messing with data and more time focusing on business growth and client engagement. With six separate APIs (and more to come) we’ve made it quick and easy to connect your tools with our best-in-class technology. Available APIs include: Nitrogen Risk Number® GPA® Nitrogen Risk Tolerance Questionnaire Nitrogen......
relevant regions
Auburn, CA, United States
Nitrogen Growth Platform
Grow faster - Most firms aren’t growing They have an asset platform, a CRM, and a planning tool, but something is missing. Something that gets the growth flywheel spinning. Turning a website into a lead gen machine. Turning those prospects into ACAT form moments. And turning those assets into committed clients.......
relevant regions
Singapore, Singapore
Noviscient
What we do We work with boutique trading groups around the world to provide scalable access to alpha for our investors. Our proprietary models dynamically allocate to these alpha strategies to deliver customised solutions with consistent performance in all market conditions. Paramount to our principles is the provision of access to......
relevant regions
Leamington Spa, United Kingdom
now:advise
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
Leamington Spa, United Kingdom
now:plan
Built on the core focus:360° platform, now:plan delivers powerful modelling capabilities to deliver a truly interactive user experience that consumers and advisers alike find intuitive and engaging. Totally compatible with now:share co-browsing, our tools work with you, wherever you are and whenever you need them. The now:plan Cash Flow Modeller gives financial advisers an easy and engaging......
relevant regions
London, United Kingdom
Nucoro Platform: Self-Directed Investing
Our holistic wealth management platform gives your customers easy access to the stock market, empowering them to invest in the brands they love instantly, from their mobile device or desktop. Enabling fully automated next-generation financial products for your clients, your new digital service offers a streamlined, seamless journey for every......
relevant regions
Bangkok, Thailand
Odini
Make a sums of money, make a million. It's easy to get started, and others can do it, too. Automatically arrange a portfolio to select funds. Send orders through the app Open an investment account through the app (Paperless) approved in 3 working days. One time investment You can buy many funds covering 16 asset......
Montbonnot-Saint-Martin, France
OdonaPlace
OdonaPlace, A digital experience for your clients Personalize your applications We integrate your brand identity, your logo and your graphic charter. We do it all. Intergrate and share Integrate your applications on your web pages (website, landing page, campaigns…) Communicate Easily give your clients personalized access links to your applications by email, SMS, …...
relevant regions
Houston, TX, United States
OfferBoard
Entoro utilizes the OfferBoard® platform to connect issuers with investors that have successfully completed our vetting and review process. OfferBoard provides flexibility, convenience and security while increasing engagement and streamlining what has traditionally been a laborious process. Investment opportunities go through a rigorous due diligence process involving industry experts before they are......
London, United Kingdom
Offshore Reporting Funds
A single trusted source Comprehensive proprietary database of fund manager contact details (including niche hedge funds) On many fund managers’ distribution lists for additions and updates Historic fund data Data available in reference spreadsheet format and CSV and XML import files Bespoke service tailored to client requirements providing the exact data required on specific fund......
relevant regions
Meyrin, Switzerland
OLYMPIC Banking System - Advisory
The OLYMPIC Banking System empowers advisors to innovate and consolidate their unique approach to client services, using cutting-edge technology that complies with local and international investor protection regulations. Advisors offer investment proposals suited to their clients’ specific objectives, which can then be adapted over time. Seamless workflows enable smooth interactions......
relevant regions
Luxembourg, Luxembourg
ONBOARD
Digitise Onboard investors and perform KYC/AML requirements in a digital first environment Comply Integrate with our KYC & AML partners or provider of your choice Distribute Open your offering to a global pool of investors Automate Optimise onerous process to automate functions and reduce costs ...
relevant regions
Hong Kong, Hong Kong
Onboarding & KYC
Say goodbye to the hassle of onboarding with Privé's automated client onboarding process. Our secure and fast solution brings down onboarding time, freeing up both clients and advisors to focus on advice and uncovering needs, rather than tedious paperwork. Our scalable solution integrates seamlessly with other Privé modules, including risk profiling......
relevant regions
Walsh Bay, NSW, Australia
OneTrust Platform
A game-changer for super funds giving new choice in system and administration provision for super, pension, defined benefit and non-super products " Recreo are the new player in the superannuation industry offering an efficient, scalable, and secure administration platform to meet the modern needs of trustees and members. The OneTrust platform is entirely......
Saint Joseph, MI, United States
OnPointe Risk Analyzer
Comprehensive Risk Analysis Uncover your client’s unique risk capacity and tolerance preferences. Easily demonstrate how you can provide matched investment recommendations that are perfectly aligned with their investment goals. OnPointe Risk Analyzer’s robust risk-engine simplifies measuring and communicating both personal and portfolio investment risk. It’s simple! Clients complete the risk questionnaire. You show......
Chattanooga, TN, United States
On-Ramp
Best for newer advisors that need help launching their career. For advisors: Cash flow mapping Open doors and build relationships with this easy-to-use financial planning software. Personalized onboarding Can a new driver easily navigate the terrain? Maybe, but why risk it? You'll get set up quickly and confidently with the CFM team. 1-on-1 on-going support We’re not......
relevant regions
San Diego, CA, United States
Onramp Invest
Education and Integration Onramp provides the tools necessary for financial advisors to learn about, model, invest and manage their clients’ cryptoassets all from the comfort of their workflow. Access to Qualified Custodians Onramp allows financial advisors access to world class cryptoasset custodians offering trading, rebalancing, reporting, and billing without leaving their existing workflow. Ability......
relevant regions
San Francisco, CA, United States
OpenInvest (for Advisors)
Elevate your client relationships Custom SMAs Offer clients a bespoke ESG investing experience with fully-customizable portfolios that align with their values while tracking the market. OpenInvest Models Provide your clients with an accessible ESG investing solution with passive, values-based models. Portfolio Diagnosis Connect with clients on a new level with tangible reports that highlight the impact of......
relevant regions
San Francisco, CA, United States
OpenInvest Platforms
ESG = Engagement + Personalization Dynamic custom indexing Custom SMAs have long existed as a manual process at the high-end of the market. OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and......
relevant regions
New York, NY, United States
Optivice
Everything you need to provide valuable debt and loan management to your clients The Optivice debt management solution allows financial advisors to effectively offer an essential piece of holistic financial planning to their clients. Gain a complete view of all of clients' borrowing - Get a complete view into your client's outstanding......
relevant regions
New York, NY, United States
Opto Investments
Your private investment team What we believe We exist to simplify advisors' lives and help improve their clients’ ability to reach their goals. 01 - The private investment process is broken. 02 - All investors deserve access to high quality private investments. 03 - Most investors are overexposed to public markets. 04 - Aligned incentives are......
relevant regions
London, United Kingdom
Orbit China
Orbit China allows clients to harness the Orbit AI models to turn unstructured documents into defined data sets for the China equity market. Our innovative optimisation process converts unstructured documents into metadata tagged data points feeding trading models, generating alpha signals. Orbit China delivers a comprehensive package of data sets delivering......
relevant regions
London, United Kingdom
Orbit Data Studio
Our core platform, Orbit DataStudio, uses AI to turn any conceivable format or volume of unstructured data into a wealth of accurate market intelligence, providing more information, more quickly, to guide better financial decisions. Our revolutionary approach integrates large language models (LLM), such as ChatGPT, which uses deep learning and large......
relevant regions
London, United Kingdom
Orbit ESG
Incorporate innumerable alternative data sources (e.g. social media & live news feeds) to enrich company analysis, and providing an automated audit trail to fit your regulatory and compliance needs. Orbit’s workflow-controlled ESG research process provides firms with the opportunity to be far more granular, so they can truly understand if ESG......
relevant regions
London, United Kingdom
Orbit Insight
Orbit Insight is a highly powerful and intuitive investment research tool, which harnesses AI and powerful large language models (LLMs) to derive predictive indicators and investment opportunities from a universe of unstructured company documents and news sources. Access to this data remains a challenge. Even though information is publicly available......
relevant regions
Paris, France
Order & Trade Suite
With the Order & Trade Suite, SLIB offers a wide range of solutions to support all your trading activities, whether for your own account, for institutional clients or for private individuals, covering both the buy-side as well as the sell-side of the business. The SLIB Order & Trade Suite includes a set of products......
relevant regions
Edinburgh, United Kingdom
Origo Transfer Tracking
The service is available through our Integration Hub enabling advisers to track the progress of their client’s transfers online. The service provides real-time information which means no more calls from advisers chasing up on progress updates. For advisers Financial advisers will be able to see and track the progress of their clients'......
relevant regions
Omaha, NE, United States
Orion Marketor
Combining hyper-personalized content campaigns on top-of-mind planning topics, best-in-class marketing execution technology, and self-guided financial goal work-flows, Market*r will innovate the way you think about business development. ...
relevant regions
Stockholm, Sweden
OutRank Credit and Mortgage Analytics
Kidbrooke's OutRank provides easy-to-use, high-quality analytics guiding your customers through the complexities of taking out mortgages and other loans. Our collection of APIs helps banks, insurers and FinTechs to build reliable digital journeys enabling individual consumers to evaluate credit decisions in a uniquely holistic context. A 360-degree view powered by......
relevant regions
Stockholm, Sweden
OutRank Economic Scenario Generator
Kidbrooke’s Economic Scenario Generator is an API that enables a spectrum of firms to model possible future states of the global economy and capital markets to drive a wide range of portfolio and risk management decisions. Our combined expertise in risk and technology has allowed us to develop a world-class......
relevant regions
Stockholm, Sweden
OutRank Holistic Financial Planning
Wealth management services have traditionally been reserved for the more fortunate in society relying as they do on highly skilled labour, decades of experience and meticulous adherence to regulatory standards. However, technology now empowers asset managers to rewire their business models in order to provide high-quality, consistent financial advice to......
relevant regions
Stockholm, Sweden
OutRank Short-to-Medium Term Savings
Whether you need to build a fully digital investment advice service, a savings guidance journey, or to support your physical advisors with consistent, compliant and research-based analytics, our APIs provide the means to do so. OutRank enables financial institutions to produce cost-efficient and scalable investment experiences that equip your customers......
relevant regions
London, United Kingdom
Overstone Risk Rating
The Overstone Risk Rating powers all our products and services. We derive it from two score types: Art Risk Monitor™ predicts liquidity, market depth and confidence of estimate in current conditions. Qualitative Risk Monitor™ scores the potential future risks of an artwork by looking at the likelihood of Authenticity challenge and Condition......
Santa Monica, CA, United States
OWL IQ ESG Data
OWL Analytics is an alternative data company that focuses on environmental, social, and governance (ESG) research. We help investors integrate ESG data into their investment solutions with the goal of delivering enhanced investment results and positive social impact compared to benchmarks. OWL ESG for wiser investing OWL ESG aggregates hundreds of sources......
relevant regions
Exeter, United Kingdom
P1 Platform
We streamline much of what other investment platforms do, lose the bloated functionality you’ll never use, and charge much less. We created the P1 Platform because we saw how others were doing things and knew there was a better way. We’re not interested in shiny gadgets, widgets and outdated paper processes.......
relevant regions
Stockholm, Sweden
PAI Statement (SFDR)
Integrate SFDR into your investment strategy Save Time - Automate calculations of PAI indicators for your organization and products Comply - Create Principal Adverse Impact statements to comply with the Sustainable Finance Disclosure Regulation Discover - Evaluate the performance of specific PAIs over time and compare them with indexes and funds Share - Share your PAI statement in editable......
relevant regions
Paris, France
Palico Private Equity Fundraising Marketplace
Discover Browse through fundraisings. Set up your interests and receive opportunities that match your investment strategy. Monitor fundraisings efficiently. Analyze Request access to data rooms directly from the GPs. Evaluate privileged information. A broad range of listings added weekly. Investment vehicles Funds Funds-of-funds Investment strategies Emerging managers Specialist funds Small funds Mainstream funds ...
relevant regions
Paris, France
Palico Secondaries Marketplace
Sell List your secondaries at no cost. Anonymous and non-exclusive. Select your buyers. Buy From early secondaries to tail-ends. All NAV sizes, sectors, and geographies. Create your personalized wish list to receive alerts. ...
relevant regions
London, United Kingdom
Paragon
Paragon is a fixed income solution with a strong track-record over two decades serving a diverse range of financial services organizations: from small community or regional banks, credit unions, fixed income broker-dealers, correspondent banks (that provide third-party administration services to banking clients), to several of the top-tier banks in the......
relevant regions
Paris, France
Particeep White Label Financial Distribution Platform
A turnkey and customizable platform to distribute your financial products Dematerialization of customer knowledge Collect online all the data and documents of your customers. Connect account aggregators and define your customer’s profile to offer the products and services that best suit them. 100 % online subscription to your offer Your product offering becomes available......
relevant regions
Greenwood Village, CO, United States
PartnerLink®
PartnerLink empowers our partners to have accurate and current information across their business by providing: The same information that plan sponsors see within the Plan Service Center A view into their block of business with Empower A list of all associated plans, as well as combined plan, participant and asset information Cross-plan reporting that allows......
relevant regions
Newtown Square, PA, United States
PayForED
PayForED Software & Loan Solutions help you navigate the college planning, funding, and repayment journey. We work with employers, financial advisors, schools and individuals to help minimize student loan debt, identify student loan repayment options, and improve your financial future. Make the best financial college decisions with PayForED....
New York, NY, United States
PayItOff
Payitoff is building the next generation of B2B repayment solutions for student debt. We've released the first comprehensive student loan API that helps any fintech company or financial institution build a federal student debt repayment program into their financial services products, saving the average borrower $3,000 per year. Partners using our platform......
Stamford, CT, United States
PDF Data Extraction
Iterative process of blending Prompt Engineering, Optimized AI models & Time Series analysis. Generative AI overcomes these issues and solves the problems....
relevant regions
Norwalk, CT, United States
Peer Insights™
Analyze competing funds quickly, with confidence Peer Insights, part of the Style Analytics solution, allows investors and managers to instantly compare any fund to any peer group of your choice to get accurate peer insights. Using the underlying holdings data, it has pre-calculated over 28,000 funds’ factor exposures so institutional investors......
relevant regions
London, United Kingdom
Pension Drawdown Administration Software
This solution covers the complete operations lifecycle from consolidating retirement assets, reporting live balances, adjusting ongoing contribution patterns, hanging investments, and “pot”/”goal” management through to setting up regular vs. ad-hoc withdrawals, expedient tax-free cash outs (UFPLS and PCLS in the UK), supporting one-off and regular withdrawals and administering pension payroll.......
relevant regions
Pittsburgh, PA, United States
Performance & Analytics
Empowered performance teams The performance team is a crucial cog in the investment lifecycle and the team is essential in critical decision-making, regulatory compliance and integrity, and building client trust. The ability to accurately measure and evaluate your portfolio’s performance is critical to your investment decisions. Performance teams need the right tools......
relevant regions
West Chester, PA, United States
Performance Dashboards
Overview STP’s performance dashboard is cutting-edge, cloud-based software that provides direct insight into our performance measurement service. Key dashboard features include: Detailed composite, portfolio, GIPS composite and benchmark views Monthly and daily performance views On-demand period to period performance return calculations Custom filtering via wildcard search, user defined fields and date related fields Drill-down based interface at......
relevant regions
Lugano, Switzerland
Performance Management Platform
The Trendrating solution is based on a “pattern recognition” algorithm that processes a large volume of data. The algorithm works on a multi-factor analysis and uses a self-adaptive, flexible time window. When the different factors are in synch there is a high probability that a relevant trend is in place. The......
relevant regions
West Chester, PA, United States
Performance Measurement
Implement Performance Software & Expertise Investment firms want detailed performance data to evaluate manager returns. Providing this level of information requires in-depth knowledge and subject matter expertise supported by powerful, yet easy-to-use software. STP’s Performance Measurement service combines talented, CIPM-credentialed teams and robust software covering key components....
relevant regions
Morges, Switzerland
Performance Watcher by IBO
For whom? The professional monitoring and reporting platform Performance Watcher allows to compare and track an unlimited number of portfolios. Through various features such as graphical analysis and the setup of alerts, the tool is ideal for professional users. What uses? Performance Watcher refines unique information! Tools adapted to all needs and presented in a simple way....
relevant regions
Tel-Aviv, Israel
Personalised Structured Deposits for Banks
Offering what the customer wants or fits their risk profile is the pinnacle of investment propositions. To do so, a financial institution must: Profile a customer, including their risk appetite Decide what type of products and level of capital protection meets the customer’s needs Assess the regulatory framework and internal governance Structure and issue products......
relevant regions
Hong Kong, Hong Kong
Personalized Portfolio Construction (Robo)
Privé’s portfolio construction engine provides AI-driven assistance for building new personalized portfolios or optimizing existing ones in seconds. Portfolios are optimized according to a variety of qualitative and quantitative target metrics such as asset allocation, return, and volatility, as well as the end-client’s needs and preferences. This includes areas such as......
relevant regions
Douglas, Isle of Man
PFS-PAXUS
PFS-PAXUS is revolutionary in that it integrates all the processes that are normally performed on multiple systems, including: securities portfolio, allocation system, general ledger, fee calculation, share registry, investor communications and web portal. Benefits of this approach include increased efficiency, reduced risk of error, faster valuations, a simplified technical landscape and the ability to......
Bristol, United Kingdom
PGI Risk Portal
Whether you operate in challenging environments or have regular overseas deployments, the Risk Portal provides actionable intelligence for safeguarding people, projects and assets globally. Our coverage spans 130+ markets and over 70,000 incidents covering: International relations Civil unrest Crime Kidnap Political violence Environment Medical Maritime Fraud and corruption Infrastructure Regulatory environment ...
relevant regions
Seattle, WA, United States
PitchBook Desktop
Powerful advanced search that filters millions of data points Leverage granular search criteria to sort through our data and generate a tailored list of the companies, deals, investors or individuals that you're looking for. Discovery and insights brought to life through data visualization Easily transform data points into actionable insights with the help......
relevant regions
Seattle, WA, United States
PitchBook Excel Plugin
Build better financial models—faster PitchBook’s prebuilt templates give you immediate access to investor tear sheets, comparables and valuations—whenever you need them. The data we pipe into our templates is dynamic and always up-to-date, and because variables can be manipulated to evaluate all possible outcomes, you can feel confident in your decision-making. Create......
relevant regions
Seattle, WA, United States
PitchBook Mobile
Track market activity on the go Get the data you need instantly with advanced search and customizable alerts. Discover opportunities before your competitors with on-the-go insights and monitor activity in your space, from major deals to new hires. Work seamlessly across devices. Your search history, saved searches, lists and more automatically sync......
relevant regions
Luxembourg, Luxembourg
Planning Kit
aixigo's Planning Kit is more than financial planning software. It enables flexible and transparent planning of the customer's financial future employing high-performance algorithms. The wealth management software can be deployed as a stand-alone solution or be integrated into existing processes. The Planning Kit is designed to offer customers comprehensible and secure......
relevant regions
Greenwood Village, CO, United States
Plan Service Center
Easy access to retirement and healthcare savings balances, asset allocations and plan activity State-of-the-art user interface Quarterly site updates and enhancements The PSC simplifies plan management and maintenance. By putting the information right at their fingertips, they can see how specific segments of their plan are tracking toward an established goal....
relevant regions
Richmond, VA, United States
PlantechHub
PlantechHub is a new type of financial planing software advisors will use to improve plan creation, presentation and client portal. ...
Fort Mill, SC, United States
PlanTools
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......
Norwalk, CT, United States
Plan Universe
The industry’s largest and most comprehensive tax-exempt plan sponsor peer group dataset Plan Universe is an interactive tool that enables institutional investors and advisors to tap into the industry’s largest and most comprehensive tax-exempt plan sponsor peer-group data for performance benchmarking, research, and analysis. It provides standard and custom peer-group comparisons......
relevant regions
Greenwood Village, CO, United States
PlanVisualizer™
This powerful application provides a view of retirement plans like never before and makes it easier to help optimize plan design. Get an unprecedented view of plan data Model plan features and costs View retirement readiness of participants Compare participant savings in the current plan versus potential plan enhancements ...
relevant regions
Toronto, ON, Canada
Planworth Platform
Client Discovery Invite clients to a mobile friendly client discovery tool to make it more efficient to build and update client profiles/plans, including the ability to link live financial accounts/data through the Flinks data aggregation service. Dynamic Questionnaire As an alternative to or in conjunction with the client discovery tool, advisors can independently......
relevant regions
Singapore, Singapore
Platform
Gaming, art, music, sports—whatever NFT project you're dreaming up, our platform can make it a reality....
London, United Kingdom
Platform
Portfolio Screening Portfolio Screening & Analytics Access ESG Scores Bespoke Dashboards Download Data Corporate ESG Analysis Search Companies ESG Scores Data Modules Push and Pull API Framework Mapping Push and Pull Disclosure Framework Mapping Centralised Reporting and Data Management Disclosure Request and Disclose ESG Data Report Against Frameworks Manage Requests Apps ...
relevant regions
Edinburgh, United Kingdom
Platform Directory
And we believe in sharing that knowledge. Which is why our platform directory – the place to go for everything you need to know about advised platforms – is completely free to access. Want to know how much a platform charges, its latest financial strength ratings, client reporting options or mobile......
London, United Kingdom
PM Alpha Platform
Alignment of interests We place the users (LPs) and managers (GPs) of private markets investment products at the heart of our dynamic platform to design appropriate investment strategies in an efficient and cost-effective way. Our investment partners PM Alpha selected top quartile specialised fund managers across all strategies. Private markets fund managers - Our......
relevant regions
London, United Kingdom
Pocket Risk
Your client dashboard Add your clients and email the questionnaire to be completed online or on paper. Assess your clients’ risk profile Our simple yet insightful questionnaire helps you understand your clients. It is driven by academic research and compliance guidelines. Insightful reporting Get a personalized and comprehensive risk profile report for our client. Clear......
relevant regions
London, United Kingdom
Pomanda
Big data on small companies Investors, advisors and entrepreneurs recognise that the biggest source of untapped value and talent lies hidden within the opaque private companies marketplace. However, of the 4.5 million active UK companies, 95% do not file Profit and Loss accounts meaning that very little data and insight is available......
relevant regions
Toronto, ON, Canada
PortfolioAid360°
PortfolioAid360° is accessible to all compliance stakeholders including compliance officers, branch managers, investment advisors, and administrative staff. As compliance is a shared responsibility, greater access, insight, and effective collaboration tools offer tremendous competitive advantages. Major benefits of PortfolioAid360°: Uniform security risk rating strategy Enable alerts and exception reporting Deploy an inquiry workflow dashboard Provide advisor......
relevant regions
New York, NY, United States
Portfolio Analytics
Streamline your investment process with S&P Global Market Intelligence and fuel your funds. Gain greater insight into your investment process and communicate the strengths behind your strategy. Fuel your funds with in-depth reporting and portfolio analysis, customized to your workflow. Customize your dashboard Quickly assess your daily performance relative to peer funds, ETFs, and......
relevant regions
Norwalk, CT, United States
Portfolio Analytics and Reporting
Investment Metrics Portfolio Analytics and Reporting platform is a single, end-to-end multi-asset class solution that streamlines data aggregation, reconciliation, portfolio optimization and client reporting across all plan types. With performance, attribution and precise peer benchmarking, this platform simplifies the complex, setting the industry standard for portfolio reporting depth, accuracy and......
relevant regions
Norwalk, CT, United States
Portfolio Analyzer
Portfolio Analyzer, part of the Style Analytics solution, provides powerful analytics on your portfolio’s factor exposures, performance attribution and risk. Its intuitive visualizations bring your factor analysis to life through our industry-leading Style Skyline™. Additional modules unpack the “how” and “why” of exposure shifts and simulate rebalancing choices. Uncover your......
relevant regions
London, United Kingdom
Portfolio Assist
How it works Portfolio Assist can construct a portfolio within a minute, reflecting your specific requirements and analysts’ recommendations in real-time. My accounts Your account is a one-stop-shop for all your accounts and their performance. Here you will get alerts on potential downgrades, material spread changed, highest single name exposure, and the essential......
relevant regions
London, United Kingdom
New York, NY, United States
Portfolio Crash Testing PRO
Expert Designed & Custom Stress Tests Relate every risk discussion to client’s specific situation & keep them engaged Risk Tolerance & Risk Capacity Go beyond risk tolerance questionnaires and assign Monte Carlo simulation risk capacity score to demonstrate deeper knowledge of your client Reverse Stress Testing Analyze different ways that portfolio can suffer losses to......
San Carlos, CA, United States
Portfolio Edge
Introducing our newest product: Portfolio Edge – efficient and rich portfolio construction and rebalancing. Portfolio Edge provides complete coverage for front, middle and back office staff through an integrated platform. Using innovative and forward-looking technology stack from Microsoft, Portfolio Edge creates a blend of stock reporting with customizations. Get real......
relevant regions
Vienna, Austria
Portfolio Illustrator
Including performance reports MiFID advisory protocol Hybrid robo-advise solutions ...
New York, NY, United States
Portfolio Intelligence
One risk lens for all holdings. Many powerful use cases. Sophisticated analytics are not just for traditional investments and institutions anymore. With a client-friendly interface, Portfolio Intelligence supports both traditional and alternative investments so you can expand your universe of investment opportunities and build robust portfolios. Take the guess work out of......
relevant regions
Singapore, Singapore
Portfolio Management
Track the metrics that matter - Select from a range of sample metrics or create your own metrics. Analyze the performance of your portfolio companies. Make it easy for your portfolio CFOs - Collect portfolio metrics, files and text updates seamlessly. Communicate better with your portfolio companies by collecting what you want,......
relevant regions
Bay Harbor Islands, FL, United States
Portfolio Management Tools
Portfolio optimization technology Create diversified private equity and hedge fund portfolio proposals using our proprietary portfolio optimization tools. Portfolios may be customized to meet your clients’ unique investment objectives, allocate to specific sectors or strategies, and/or complement existing investments. Ongoing portfolio monitoring & rebalancing tools Our portfolio rebalancing and liquidity management tools make it......
relevant regions
New York, NY, United States
Portfolio Modeller
The Moody’s Analytics Portfolio Modeller supports the evolving needs of asset owners, asset managers, and investment advisors in asset allocation and portfolio strategy design. It is built upon the award-winning Moody’s Analytics economic and capital market scenario generation capability to provide a powerful stochastic modeling framework for multi-asset portfolio risk......
Toronto, ON, Canada
Portfolio Model Rebalancing
The Portfolio Model Rebalancing module seamlessly integrates into the UNIVERIS platform and is designed to help Advisors more effectively manage client portfolios by automatically rebalancing an investor's portfolio - across multiple mutual fund companies - to a target asset allocation. This ensures the portfolio remains aligned to the stated objectives. The......
Munich, Germany
Portfolio Monitoring
Amid rapidly increasing volatility and entry multiples, having the right portfolio mix and tools is more important than ever. With CEPRES Portfolio Monitoring, get true deal cash flows and portfolio company metrics of your GPs. Gain deep insights into the drivers of portfolio risks and returns to improve your investment......
relevant regions
Luxembourg, Luxembourg
Portfolio Monitoring Solutions
The world is changing for investors, necessitating a new way of managing investments to give true transparency and the ability to turn data into crucial intelligence. This is particularly true for family offices and UHNW individuals, who increasingly have investments spanning multiple asset classes and worldwide locations, not to mention multiple......
relevant regions
London, United Kingdom
Melbourne, VIC, Australia
Portfolio Online
This secure online portal allows you to transact on all investments in one place, place simultaneous buy/sell orders, manage corporate actions, submit portfolio re-weights and much more. Key features Advanced trading portal Advanced trading portal incorporates a user-friendly Order Pad for transacting and an Order Monitor to track and monitor transactions. Transact on all investments in one place Place all......
Zurich, Switzerland
Portfolio Quality Checks & Remediation
Portfolio quality checks: Portfolio analysis: Our engine unbundles each portfolio and analyses all asset classes and instrument types. An alert is triggered when there are quality breaches in the portfolio. Portfolio screening: The engine screens each client portfolio against the selected and customizable quality checks and SAA/TAA every night, identifying issues. Remediation: Optimization: UBS......
Hong Kong, Hong Kong
Portfolio Simulation & Comparison
Privé's Portfolio Simulation & Comparison solution offers comprehensive scenario analysis, stress testing, and real-time impact analysis, giving you unparalleled insights into your portfolio's health. Our solution increases transparency, trust, and engagement between advisors and clients with detailed reporting that simplifies complex concepts. Visual illustrations of portfolio changes help clients better understand......
relevant regions
Austin, TX, United States
Portfolio Visualizer
About Portfolio Visualizer Portfolio Visualizer is an online software platform for portfolio and investment analytics. Our product agnostic platform and quantitative tools help you make informed decisions when comparing and analyzing investment products and portfolios. Our platform lets you easily: Model and analyze the performance of different asset allocations and portfolios based......
Boston, MA, United States
Bangkok, Thailand
Portseido
Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20,000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. Our goal is to......
relevant regions
London, United Kingdom
Position Limits
Our Position Limits service allows users to continuously monitor their positions against exchange limits with a powerful, intuitive platform. We support multiple limit levels for thousands of diverse commodities, across many exchanges. With MiFID II now in force and the CFTC undergoing discussion around changes in this space, effective commodities trading and position......
relevant regions
San Francisco, CA, United States
Post-Trade Processing
Our platform’s native front-to-back integration provides you with the ability to analyze and adapt your processes to achieve optimal STP and reduce total cost of ownership. In addition, the solution’s Task Station consolidates all exceptions arising from workflow-based STP and provides you with a unique real-time cross functional dashboard that......
relevant regions
Chicago, IL, United States
Practice Advantage
Today's retirement advisor requires a well-documented, prudent process that unlocks scalability. From selecting a service provider to developing an Investment Policy Statement (IPS), to analyzing and managing investments - you need guidance and tools to ensure you deliver comprehensive solutions to your clients that are easy for you and your......
relevant regions
Munich, Germany
Predictive Intelligence
CEPRES Predictive Intelligence is an intelligent AI-based portfolio simulation and tracking solution that incorporates the future developments of single funds based on a unique forecasting technology for illiquid asset classes. CEPRES Predictive Intelligence enables investors and risk managers to measure future uncertainties and optimize their asset allocations for any market......
relevant regions
Malmo, Sweden
Premium Datasets
Fixed income JP Morgan Fixed Income Indices ICE/BAML Fixed Income Indices GFI Sovereign CDS GFI Corporate CDS ICAP OTC Derivative Data for G7 and Nordics IHS Markit IBoxx Indices Forecasts Oxford Economics Global Economic Data Bank Oxford Economics Regions and Cities EIU Database Consensus Economics Forecasts Consensus Economics Long-Term Forecasts Swedish NIER Institute Surveys and Forecasts Other EPFR Fund Flow IHS Markit PMI data - regional......
relevant regions
Zurich, Switzerland
Premium Funds Data
Premium Fund Data from SIX provides complete fund data for core business processes into your fund value chain. We combine our high-quality reference data with third party fund data and add key content needed for regulatory compliance to give you the most comprehensive and complete fund information. A premium flag indicates......
Hong Kong, China
Price Alerts
Alert Types We support not only price alerts but also news categories and events such as corporate actions, stock ratings change and more. Integrate with Your Systems Our Alerts Platform can be integrated with your user’s portfolios or market data systems allowing users to create price and news alerts that send notifications through......
relevant regions
New York, NY, United States
Primary Issuance
A Fully Integrated Capital Raising Platform Get issuer insights from origination to closing. Access a personalized issuer portal to track investor activity, countersign documents, confirm orders and close the capital raising process. Onboard investors to a personalized market Create a streamlined experience for your investors to manage their portfolio and participate in upcoming......
relevant regions
Las Vegas, NV, United States
Prime Exchange Network
Transferring assets is complex. PrimeX makes it easy. The Prime Exchange Network (PrimeX) is used by industry-leading exchanges, OTC desks, market makers, stablecoins, and traders – giving our clients 24/7 access to the partners they need to power their business. With disbursements immediately available, your assets are where you want them......
relevant regions
Las Vegas, NV, United States
PrimePay
PrimePay digital payment services for: ACH Credit & debit cards Fed-wire Swift Checks 165 currencies instantly converted to USD (debit cards) Instant settlement solutions Optimized fraud prevention Industry-best transaction approval & conversion rates Quick & easy integrations with full global coverage Prime Trust creates financial infrastructure solutions for the digital economy Payments Compliance Escrow Digital assets Custody APIs Secure high speed on-ramps for account loading Fully integrated payment processing Lowest......
relevant regions
Las Vegas, NV, United States
PrimeTrust Escrow
Why Prime Trust? We are the industry’s leading provider of escrow services for technology-driven securities offerings. Prime Trust is a "bank" under SEC Rule 15c2-4 and a "Qualified Third Party" under Reg CF. Our systems process and account for every dollar, while protecting issuers, investors and other involved in a capital raise.......
relevant regions
Mountain View, CA, United States
Private Bank
For private bank Client expectations are rising at an unprecedented rate. Addepar powers a personalized experience that can translate into a competitive advantage. Manage your clients’ wealth holistically Addepar aggregates all financial accounts across all relationships to provide your clients with a consolidated view of their portfolios. Deliver the ultimate experience Industry-leading analytics and reporting......
relevant regions
London, United Kingdom
Private Banking & Family Office Solutions
Advancing the high-net-worth experience Private banking, family offices and wealth management firms work with some of the most complex investment situations that require high-touch care. Yet often, investors with the most sophisticated needs experience legacy systems that do not deliver the digital experience many have come to expect. We help replace legacy technology......
relevant regions
New York, NY, United States
Private Equity Fund Database
Eureka Private Equity provides a platform for private equity firms to easily tap into potential connections with global investors (which include pension funds, fund of funds, insurance companies, sovereign wealth funds, family offices, foundations and endowments) in today’s competitive fundraising landscape. Through timely updates and extensive coverage, the database allows......
relevant regions
Singapore, Singapore
Private Equity Funds
Build-op opportunities Buy-and-build strategies (or Build-ups) are currently a key value creation driver – if not the most powerful one – in private equity. The difference between standalone and buy-and-build is simple: +8.5 points IRR (source: HHL-BCG research). Due to lack of widely available data and fragmented market access, mid-sized companies......
London, United Kingdom
Private Equity & Venture Capital
Opportunity Network allows PE funds and VCs to find LPs and alternative financing sources efficiently by skipping intermediaries and connecting directly with decision-makers. All members go through KYC, anti-money laundering, and sanctions lists vetting procedures by financial institutions....
relevant regions
London, United Kingdom
Private Placement
Technology that helps your business grow One platform. Powerful placement management. Digital deal workflow - End-to-end digital workflow, enabling you to execute more deals with the same or fewer resources, while minimising compliance risk, and tracking every interaction your investors make. Invite, onboard, KYC - Digitally invite and onboard your investors. Our KYC/KYB......
relevant regions
Melbourne, VIC, Australia
Private Wealth
Our software brings portfolios, advice, orders, compliance and risk together in one place, with one client view so you can focus on delivering more for your clients. Save time, increase efficiency and transform the private wealth experience....
relevant regions
New York, NY, United States
PrivCo
As the only platform-agnostic to industry, deal activity, or ownership, we are able to offer the most comprehensive universe of substantively sized U.S. private companies available anywhere. PrivCo provides data discovery and financial services for all U.S. private market data needs. Private Company profiles include current and historical revenue and employee......
Berlin, Germany
Product Bank Model
Acquire funding Access stable and long-term retail and corporate deposit funding. Choose a funding mix that perfectly matches your assets and currency structure needs. Reduce funding cost, accessing funding from the cheapest markets. Improve your LCR & NSFR ratios with retail quality funding. Take advantage of the full range of Raisin's integration solutions, providing full......
relevant regions
Zurich, Switzerland
Product Navigator
"Product Navigator" is our flagship module which provides suitability information on ISIN level for investment products. Regulatory, tax and product specific data and rules are considered to support the advisory and distribution process....
relevant regions
North Salt Lake, UT, United States
Product Profiler
The Product Profiler has been configured to meet the needs of SEC Reg BI and PTE 2020-2. How the Product Profiler Helps Reg BI requires that an advisor act in the best interest of a client when recommending investment solutions. The Product Profiler is designed to analyze, validate and document why the......
relevant regions
St Peter Port, Guernsey
Professional Advisers
We provide counsel and guidance at all and any stage of the investment journey. Understanding goals and objectives Calibrating risk capacity and composure Preparing appropriate Investment Policy Statement (IPS) Advising on governance and oversight regime Establishing strategic asset allocation methodology Identifying suitable investment managers Arranging implementation and execution (where required) Providing on-going monitoring, counsel and guidance ...
relevant regions
Bath, United Kingdom
Professional and Client Portals
At a glance Our paperless portals No tech team? No problem - Want to operate your own platform, but don’t have an engineering team? Our portals provide the answer. Fast and friction-free - From account creation to illustration, save time and reduce re-keying with our simple, clutter-free interface. Stay on brand - Customise your platform to reflect your......
relevant regions
Arlington, TX, United States
Professional Investment Performance as a Service (IPAAS)
Trust is the cornerstone of the wealth management business. It is essential to provide clients with accurate information and insights. Yet outdated technology systems can lead to inaccuracy, while lack of transparency makes it difficult to identify and correct data problems. That’s why First Rate developed Investment Performance as a Service. It integrates a trusted performance......
relevant regions
London, United Kingdom
Profiler
Profiler uses Mergermarket data back to 2005 to bring you a quick and easy way to call up essential detail on the advisors and executives involved in M&A. Now you can research dealmakers on the way to your next meeting – so you arrive armed with the insights that will help you seal the......
London, United Kingdom
Projections and Illustrations Software
The Projections and Illustrations Software, via our Unified API Layer, consumes the required inputs and provides projections and illustrations to power customer experiences, statutory illustrations (such as SMPI and MIFID II), reporting and other communications. This feature provides both calculations and PDF reports....
relevant regions
London, United Kingdom
Proprietary ESG Data
Taking a tech-first, data-driven approach allowed us to address many of the issues of existing ESG ratings which are often unexplainable, subjective and infrequently updated. At its core, GaiaLens is a data-driven product generating lots of unique proprietary ESG data such as ESG Scores, Proprietary ESG Factors and ESG News data....
relevant regions
Zurich, Switzerland
Prospecting & Goal and Wealth Projection
Prospecting: Prospect proposal creation: UBS Partner enables client advisors to create proposals for prospects and clients by uploading external holdings and assets to the tool and simulating the situation where the client brings additional assets. Efficient prospecting: Advisors can showcase what would be possible should the client move more assets to their......
Lausanne, Switzerland
Prospero Mobile App and Web Portal
Provide your relationship managers with a unique sales-marketing digital experience. Prospero Mobile App is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets and web client offer the same accessible interface. Our solution increases the productivity of your client-facing staff by reducing their administrative tasks. It enables......
Indianapolis, IN, United States
Proteus + Advisers
Model Portfolios The ability to methodically construct portfolios of alternative assets that meets both individual and groups of investor’s objectives. Operational Due Diligence Proprietary due diligence has been designed to provide a high level of transparency. Independent oversight provides confidence and peace of mind. Investment Management Tools A full analytical package is complemented by Proteus’......
relevant regions
New York, NY, United States
Provider Evaluation
With a comprehensive framework that includes a quantitative review of your consumption data and a qualitative feedback process, this Provider Valuation is much more than your typical broker vote. The most flexible provider evaluation Quick and effective setup process points or dollar amounts ...
relevant regions
London, United Kingdom
publiFund
Manage your fund from launch to closure The publiFund platform creates a central hub of data and documents by connecting the whole ecosystem of a fund. This means you can efficiently manage the running of the fund throughout its lifecycle. One stop shop for fund data management publiFund connects you with a wide......
relevant regions
Hong Kong, Hong Kong
Q9 Capital
Dashboard provides a snapshot of all your digital assets View your portfolio balance and asset breakdown, see recent activity and more. Access platform functions with ease including trade, allocate, and withdrawal. Multiple ways to trade 24/7 live streaming executable prices Connect directly to our dealing desk via chat Simple request for quote option Charting and technical analysis Seamless......
Charleston, SC, United States
Questis for Advisors
Modernize your advisory. Here’s how Questis helps power your digital transformation. Make coaching scalable Our coaches help you empower more people, more effectively. Grow your business Generate sales, scale your book, and help participants build wealth. Heal financial fragility Holistic financial empowerment helps people and businesses succeed. Manage accounts better Our user-friendly dashboard helps you streamline and optimize. Personalized, predictive......
relevant regions
Southampton, United Kingdom
Quilter Platform
We’re pleased that we can now offer all advisers a platform that’s quicker, easier, and smarter, so that you can enjoy: Wider choice to tailor your advice to every client’s needs Greater convenience to access everything you need in one place More control over how you manage your clients’ investments You asked for an......
relevant regions
Jersey City, NJ, United States
QUODD Equity+
QUODD’s professional market data workstation QUODD Equity+ brings together streaming real-time quotes and analytical charting tools with premium news, fundamental data, research, earnings estimates, filings and much more! QUODD’s mobile Apps QUODD Financial’s iPad and Android apps sync with a user’s desktop application so watchlists are the same in both places (true mobility). The apps also......
relevant regions
London, United Kingdom
Qventures
Benefits Invest in and have the opportunity to unlock the value of early-stage opportunities. Receive targeted investment opportunities, specific to your preferences. Investment opportunities are all vetted by our professional team. Be a part of an active, engaged and collaborative community. Access to exclusive member events throughout the year Criteria Members are vetted in person or over......
relevant regions
Rotterdam, Netherlands
Rapper Service Dashboard
Rapper Service Dashboard is designed to provide an overview of the client portfolios in a very innovative and efficient way. Daily transactions and position files from various custodial banks are automatically imported into Rapper and enable reconciliation....
Palo Alto, CA, United States
RealCrowd Platform
RealCrowd is for serious investors. Our mission is to transform the real estate crowdfunding industry by giving investors the same direct and free access to commercial real estate that institutions, pension funds & university endowments have always had. Why? Because we believe commercial real estate offers benefits to investors that no other......
relevant regions
Austin, TX, United States
Realized
01 The gap in wealth management? Investment properties Investment property wealth isn’t managed with the same discipline as stocks, bonds, or other traditional asset classes. This management gap hurts after-tax returns and creates unnecessary risk of losses. Why? 02 Investment property wealth management. Only with realized Realized bridges the gap between investment property......
relevant regions
Portland, OR, United States
ReAllocate
Grow your clients wealth by providing them with access to direct commercial real estate investments on a risk first basis. Leverage the power of Allocation Intelligence and proprietary industry-first matching algorithms. How it works 1. Individualized risk assessment Quickly create customized risk-based allocation models for all of your clients with our simple, white-label assessment......
relevant regions
Boston, MA, United States
Rebalancing
Key Features Automated Drift Alerts Drift Dashboard High & Low Tolerances Equivalences Restrictions Cash Management Custodian Ready Trade Files Block Trading Household-level Rebalancing ...
relevant regions
West Chester, PA, United States
Reconciliation
Use A Global Reconciliation Model Trade breaks pose significant financial and operational risks to firms. Reconciling positions, cash, and transactions is a critical function supporting portfolio management. Institutional-Grade Reconciliation Services STP’s outsourced model lowers cost and reduces risk exposure by using automation and a time-tested process. STP's Reconciliation Dashboard Powers Transparency STP’s global reconciliation dashboard......
relevant regions
Zurich, Switzerland
Reference Data
SIX provides you with one of the world’s most comprehensive financial information databases. Its sophisticated data structure seamlessly links all data elements associated with a security – from terms and conditions to prices, from institutions to markets, from corporate actions to global security identifiers. Our reference data service captures the broadest......
relevant regions
London, United Kingdom
Refinitiv Workspace for Wealth Advisors
In highly competitive and rapidly changing markets, wealth advisors are under pressure to find new ways to attract, engage and retain clients. Designed to meet these challenges head-on, Refinitiv Workspace is tailored for wealth advisors, delivering actionable insight in seconds so you can proactively engage clients and are always client-ready. Our new......
relevant regions
New York, NY, United States
RegBi Optimizer
Cut Costs of Compliance Dramatically SEC estimates that it will cost $11,607 per advisor to comply with RegBI, we will help you comply for a fraction of that. Reviewed by Top Securites Attorneys RegBIoptimizer is the only software reviewed by top securities law firm for compliance with Regulation Best Interest. Complete Solution for RegBI......
London, United Kingdom
Registry Portal
Our portal connects you to a network of over 300 corporate registries and 120+ million legal entities across 100 countries. It eliminates the struggle with access permissions, foreign languages and government websites in different formats and enables you to find normalised information in real-time, via a single platform. You can......
relevant regions
New York, NY, United States
Regulatory / ADV Platform
Powerful sourcing & analytics Leverage ADV filings for manager sourcing and benchmarking. Build dashboards, analyze service providers, and identify key risk areas. User-friendly research platform Access simple, yet effective advisor profiles, private fund listings, and private fund profiles. Configure materiality threshold for filing changes. Track historical changes between any two dates. Timely email alerts Free......
relevant regions
London, United Kingdom
Regulatory Data Templates
Simple and effective We are data collection experts and can work with your business without you needing to change any of your systems or processes. Accurate and timely Our ISO accredited processing teams check and validate all the data as part of the collection process to ensure it is correct, thereby improving accuracy......
relevant regions
Madrid, Spain
Basel, Switzerland
Renewable Energy Finance Software
investment valuation and analysis of sensitivities financial performance tracking and portfolio management buying and selling projects on the digital marketplace Products With our products you have everything you need for the financial valuation and management of your renewable energy projects. The greenmatch software is used to plan, manage and market projects within the field......
relevant regions
West Chester, PA, United States
Reporting
Streamline Client Reporting STP’s cloud-based reporting software streamlines the operational and client reporting process. Our solution is built on a cloud-based, innovative technology stack, that is scalable and secure. We understand the bottlenecks that exists through the entire reporting process. As a result, our platform has been developed from the ground......
relevant regions
New York, NY, United States
Research Automation Platform
Platform Components From foundation RMS productivity features and regulatory must-haves through to advanced workflow management and third party data integrations, scale and configure research management to suit the needs of your fund: Core RMS Modern Research Management Software (RMS) analysts love to use. Centralize, organize and collaborate on your research assets – models, notes,......
relevant regions
Norwalk, CT, United States
Research Management
FactSet's highly configurable and fully integrated research management tools ensure your research efforts grow alongside your business needs. Give your team the power to collaborate across disparate locations, ensure the security and continuity of your best thinking, and maintain the transparency necessary to comply with evolving regulatory regimes....
relevant regions
New York, NY, United States
Research Management Tools
Now, we move to a new focus: implementation and management. Visible Alpha has evolved to keep pace with this change. In addition to the research resource tracking, budgeting and evaluation tools launched last year, we now offer a comprehensive solution for managing contracts, trials and inducements. All of this is......
relevant regions
Paris, France
ResearchPool Marketplace
The first open-access platform for investment research Open access ResearchPool’s open and user-friendly research marketplace lets you download and analyse information faster. Improved search allows you to focus on the insights that are relevant to you. Flexible payment options In preparation for an unbundled research market under MiFID II, ResearchPool provides flexible payment options......
New York, NY, United States
Resource Tracking
Visible Alpha’s Resource Tracking can be used to track and analyze every research resource you consume, including vendor readership. With a flexible approach to setting rate cards and calculators, investment professionals can value interactions in the most relevant and meaningful way. Track and analyze all research resources consumed Create a unique methodology......
relevant regions
Sydney, NSW, Australia
Retirement
Support more customers to provide for their retirement with accumulation and drawdown solutions. Give your customers control of their retirement planning by obtaining advice when they want, where they want and with the help of an adviser if needed. Make the cost to deliver advice lower while increasing profitability and retaining more customers. ...
relevant regions
Munich, Germany
Retirement planning
Devexperts Retirement Solution consists of the back- and frontend of a system, which forecasts income for a set period of time. The system is equipped with data charting and visualization of a customer’s retirement portfolio. It demonstrates two retirement portfolio use cases: modelling of a possible situation and demonstration of a......
relevant regions
Irvine, CA, United States
Retirement Revolution
At VMS, we are dedicated to helping service providers implement best-in-class solutions for the plan sponsors, and ultimately the individual participants, they serve. Utilizing cutting-edge technology and our deep knowledge of the retirement industry, we have built a dynamic, cost-effective, feature-rich recordkeeping solution with Retirement Revolution. Retirement Revolution combines the best......
relevant regions
Arlington, VA, United States
Retirement Solutions
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......
relevant regions
Sydney, NSW, Australia
Retirement & Superannuation Solutions
By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow......
relevant regions
Shelton, CT, United States
RightCapital
Interactive Retirement Planning Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Tax-Efficient Strategies Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy—explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Social......
relevant regions
Pittsburgh, PA, United States
Risk
Integrated risk solution Risk is an integral part of generating returns. Managing and reporting your portfolio risk is critical to ensuring client and regulatory confidence in your investment strategy and internal risk management process. To successfully achieve this, risk needs to be assessed consistently and comparably by both the front and middle......
relevant regions
Auburn, CA, United States
Risk Alignment
The Risk Number turns your website into a client acquisition machine Something incredible happens when you use the Risk Number to prove that you can correct a misaligned portfolio. Apply powerful risk analytics to quickly assess the Risk Number of a prospect’s outside holdings and watch ACAT forms get signed faster......
relevant regions
Sudbury, MA, United States
Risk Analytics
SoftPak Risk Analytics gives you unprecedented flexibility to analyze portfolios against any structured risk model you choose. We’ve also designed it to be lightning fast. This invaluable utility gives you accurate results within seconds. SoftPak Risk Analytics is used to calculate the risk characteristics of a portfolio against any benchmark......
relevant regions
New York, NY, United States
RiskMetrics® WealthBench
A web-based platform used by relationship managers and investment advisors in their planning processes to help them assess portfolio risk, construct asset allocation policy and create comprehensive client proposals. The highly configurable SaaS platform incorporate robust analytics, high-quality market data, back-tested models and transparent methodologies to provide a feature-rich environment for advisors......
London, United Kingdom
Riskpath
riskpath users can leverage multiple FIX connections (4.x and 5.x) and multiple market connections to: receive clients' orders validate them against a wealth of configurable risk checks using real-time market data where applicable store for audit trail reports execute orders in target markets return execution reports to broker and client There are 20 risk checks available for Equities, Forex, Futures and Options including real-time margin calculations......
relevant regions
Newport Beach, CA, United States
RiskPro Advisor
Designed by financial advisors. Built by econometricians Perpetual suitability RiskPro is built to reverse the cycle of investor emotion and restore confidence and accountability in the investment decision-making process. The best rely on RiskPro We are a trusted financial technology partner for some of the biggest names in the wealth management industry. What you can......
relevant regions
New York, NY, United States
Risk Shell
Compatible with all in-house databases, this all-in-one analytical platform delivers sophisticated risk and portfolio management solutions to a broad category of hedge fund investors - from family offices to investment banks. Risk management software: benefits and features Covering all stages of a sophisticated investment process with the strong focus on alternative investments,......
relevant regions
Sydney, NSW, Australia
Risk Tolerance Toolkit
The FinaMetrica Risk Tolerance Toolkit™ helps advisors and enterprises create lifetime relationships, through better advice that results in clients who refer more, invest more and remain suitably invested through market highs and lows. No matter why you are reviewing your risk tolerance testing, be it to meet ever changing regulatory obligations,......
Auckland, New Zealand
Robo Advice Solution
A powerful digital advice solution that improves the accessibility of advice, giving customers the confidence to invest at a time and place that suits them. Intelligent algorithms based on client's risk profiles and other data points help to deliver curated advice to each investor, while intuitive workflows keep investors engaged......
relevant regions
London, United Kingdom
Robur Terminal
The Robur Stock Screener Designed by practising value investors, the Robur stock screener will assist you in finding top performing companies, whether you are looking for dividends, capital gains or both. Quickly and easily select stocks based on key metrics like share price, market cap, P/E ratio, dividend yield and more. Company financials The......
relevant regions
Greenwich, CT, United States
Ruby
About Ruby Since 2004, our team has developed over a half dozen custom portfolio management systems covering all asset classes and supporting a wide range of investment strategies. Ruby is the product of all these years of experience working with portfolio managers and their COOs to provide solutions to their specialized......
relevant regions
Windsor, CT, United States
Salentica Data Broker
With Salentica Data Broker, only one package needs to be installed and maintained in a firm’s CRM to be able to provide access to real-time custodian information as well as portfolio management and financial planning data that a firm relies on to service their clients. Updates to the integrations required by......
relevant regions
Bangkok, Thailand
Sales Enablement
What is it? Sales and relationship teams at wealth and asset managers, as well as professional service organisations, face significant sales friction with a lack of centralised, easily accessible information on products and solutions. Neither do they have an accessible content library that enables a story-telling approach to customer engagement. GoUpscale’s sales......
relevant regions
Zurich, Switzerland
Sanostro
Collective intelligence – illustrated We combine trading models to provide investment signals on all asset classes Alpha-as-a-Service Access unique intelligence....
relevant regions
Dubai, United Arab Emirates
Sarwa
Time-tested strategy, game changing technology Make the most of your money by putting it to work. Whether you're new to investing or a seasoned pro, Sarwa does what is right for you and your money. We help you reach your goals faster by providing you with a suite of services that traditionally......
relevant regions
Braintree, MA, United States
Satuit Investor Portal
The SatuitSIP Secure Investor Portal provides asset management professionals and their investors with secure 24×7 access to account data, documents, and forms. Our software can be easily branded and embedded into your corporate website with no programming or web design skills required....
relevant regions
Costa Mesa, CA, United States
SaveDaily
Key industries we serve Insurance companies Insurance companies are a perfect fit for our mutual fund investing platform. Financial services Invest in a variety of mutual funds from your checking or savings account. Retail banks All record-keeping requirements and provide a integrated experience.. Global employer groups Handling all your employment needs with ease.. Leading technology & innovation SaveDaily, south of......
relevant regions
London, United Kingdom
Savings
Bondsmith is an FCA-regulated financial technology company that empowers our clients to make the most of their cash by delivering innovate savings solutions. Whether you’re a Fintech, wealth manager, investment platform, private bank, IFA or pensions administrator, Bondsmith can help you provide better solutions for cash. From embedded and integrated......
relevant regions
Copenhagen, Denmark
SaxoTraderPRO
Advanced trading features High-performance tools built to manage and execute orders, with in-depth market analysis features. Comprehensive account overview Analyse your performance in detail and download historical reports for bookkeeping purposes, with our revamped account section. Innovative risk-management features Discover unique tools to manage your risk and control your positions. Account shield - The account shield......
relevant regions
Winterthur, Switzerland
ScanEngine
ScanEngine is ideally suited to document processing for banks and asset managers not connected to a system for the electronic exchange of messages, such as SWIFT. Without ScanEngine, the flood of document data must generally be entered manually, which requires an enormous amount of time and effort. In order to......
relevant regions
Zurich, Switzerland
Scenario & Risk Analytics
Scenario analysis: Stress testing: This module offers the capability for advisors to assess the impact that potential stress scenarios may bring to client portfolios. Predictive and historical scenario analysis: These can be based on historical events or forward-looking (predictive) ones, which can incorporate expert views based on current financial information. Risk Analytics: Dynamic risk......
Stockholm, Sweden
SDGs
Integrate SDGs into your investment strategy Save Time - Easily tap into data reported by 36,000+ companies about their SDGs commitment Discover - Instantly identify what SDGs are supported through your investments Course Correct - Better align your investment decisions with your portfolio strategy Improve - Identify new investment opportunities that match your sustainability strategy ...
relevant regions
London, United Kingdom
Search Engine
With our simple rating criteria, our focus at Vadevalor is on the long-term results of fund managers. We are not paid by asset management companies to rate their fund managers, remaining truly independent & unbiased....
relevant regions
London, United Kingdom
Secondary Market Liquidity
Liquidity events at scale, in your control Provide and control liquidity events for your investors. Our intelligent automation facilitates a liquidity event while completing all the related administrative pain. From verifying new investors, to approving orders, to compliance filings, to updating your securities register and issuing new certificates, and holding payment......
relevant regions
San Francisco, CA, United States
Securitize Platform
Securitize is a compliance platform and protocol for issuing and managing digital securities on the blockchain, including dividends, distributions, and share buy-backs. Securitize’s innovative Digital Securities Protocol (DS Protocol) enables seamless, fully compliant trading across multiple markets simultaneously. Securitize actively partners with exchanges, broker-dealers, custodians of crypto, escrow services, and......
relevant regions
London, United Kingdom
Seedrs
Institutional and intermediary services We support partners with portfolio building and capital raising. We add value to and increase the visibility of their portfolio companies. Introduction and syndication Deal flow origination: we introduce you to Seedrs portfolio companies for future funding rounds and provide early access to new companies before they go live. Top-up capital:......
relevant regions
Glasgow, United Kingdom
Selectapension
This independent online retirement planning tool provides access to a suite of tools that assist with Money Purchase Multi Transfer Retirement Planning, Asset Reviewing and Income Drawdown. ...
London, United Kingdom
Self-Directed Solutions
Capturing the direct channel opportunity The wealth management industry has undergone significant transformation, largely driven by technology modernization and passive investment options. Today’s end-investors face many choices for their savings and investing needs, including digital-only financial planning. By providing a self-directed option, established financial institutions can create a new channel to reach......
relevant regions
Surrey Hills, VIC, Australia
SelfWealth Platform
Why change to SelfWealth? We'll save you and your clients time and money with innovative new tools, allowing you to concentrate on the important elements of your business. Create model portfolios Our innovative model portfolio functionality allows you to create up to five model portfolios based on your clients' risk profiles. Famous $9.50 brokerage Take......
relevant regions
San Francisco, CA, United States
Sentieo
Sentieo is an equity research platform built for today's analyst. Leveraging the best traditional and emerging data sources, Sentieo provides investors with deeper insight, faster answers and more alpha-generating opportunities. Trusted by over 150 hedge funds, investment banks, equity research departments, RIAs/wealth managers, private equity firms, family offices and consultancies....
Zurich, Switzerland
Service Navigator
The content of regulatory manuals (behaviour, cross-border, products, tax) is digitized, holistically and accurately combined with the client context, leading to unambiguous service suitability feedbacks....
relevant regions
London, United Kingdom
Sharegain
Our customers appreciate making their assets work harder for them and benefiting from an additional source of income, whether the market is up or down. Yours will too. Securities lending simplified - We manage and monitor the complete life-cycle of your loans and the supporting collateral obligations. Our automated solution can accommodate......
relevant regions
London, United Kingdom
Shareholding Disclosure
Does your firm rely upon error-prone, manual self-interpretation or outdated and expensive proprietary software? We ensure that compliance professionals can reduce the time and cost associated with shareholding disclosure, prove adherence to regulation, mitigate reputational risk and avoid fines. Our outsourced, managed service combines a powerful rules engine with a dedicated team of compliance......
relevant regions
Stockholm, Sweden
SharpFin for Family Office
Imagine that a you had a cloud based solution that would consolidate all these data for you, empowering you to take control and free up time for you to make active investment decisions. Book a meeting and find out already today how Sharpfin Technologies puts a new standard for Family......
relevant regions
Stockholm, Sweden
SharpFin for Financial and Pension Advisor
Sharpfin helps pension and insurance companies to improve efficiency in their client meetings with up to 75% per meeting compared to previous solutions. Our offering includes: a completely digital advisory process full electronic traceability a complete set of documentation automatically generated and branded in yourcorporate identity, and integration with electronic signatures via Scrive enabling you......
relevant regions
Zurich, Switzerland
Shelf Navigator
Our customised workbench for investment research and offering management units allow instrument selection as well as to maintain and provide very efficiently product recommendation lists....
relevant regions
Newport Beach, CA, United States
SigDev
One platform, all critical crypto updates SigDev tracks real-time updates from over 5,000 unique primary sources in multiple languages, including token issuer blogs, regulatory rulings, exchange APIs, press releases, SEC filings, and more. Our proprietary SigDev engine ingests this data and automatically categorizes it with tags (e.g., “Ethereum Classic” and “51%......
relevant regions
Geneva, Switzerland
Silex Investment Solutions
Investment Solutions is the unit of the SILEX group dedicated to supporting its partners at every stage of their investment decisions. It is built around the needs of wealth management and offers a range of solutions adapted to constraints and the environment, combining human expertise and technology Our expertise Technology SPARK – our proprietary technology platform......
Copenhagen, Denmark
SimCorp Digital Engagement Portal
Client communication and reporting has never been more critical to an investment firm’s overall strategy. It sits at the center of the client experience and is the most tangible output to show what you do, and how you provide value to your end investors. For many years the function has been......
relevant regions
Bloomington, MN, United States
Simplicity Solutions Platform
Comprehensive Technology Platform The Simplicity Solutions platform is flexible to accommodate how your team operates. Our technology platform begins with prospecting and a proposal generator, and extends into client service with trading, billing, compliance, and reporting solutions. You can even find the integrations that fit you best with the help of......
relevant regions
Huddersfield, United Kingdom
SimplyBiz Investment Services
As the UK's largest provider of regulatory and business support to directly authorised financial services professionals, we are proud to offer our members exclusive access to new in-depth investment research, market-leading financial planning tools and dedicated investment support designed to power the investment advice process. From support in the design of......
relevant regions
Copenhagen, Denmark
Single Family Offices
Our value towards Single Family Offices SFOs often grapple with complex portfolio management, as they manage diversified asset classes, trust structures, and generational wealth transfer needs. Performativ streamlines these challenges by offering comprehensive asset class coverage, including all liquid and illiquid asset classes (direct investments, real estate, and private equity commitments etc.).......
relevant regions
Zurich, Switzerland
SIX ID
Our data display products provide a clear and intuitive overview of all the data you need, tailored to your workflow and specific requirements. In addition to the market and reference data universe, extra functionality, including news, company key figures and ratings, it ensures that you have the right information to......
Zurich, Switzerland
SIX Tax Score
SIX Tax Score leverages and complements the financial information provided by SIX with additional tax information, in order to support portfolio managers and wealth advisors in providing tax transparent investment advice. We deliver our clients with superior tax data they can easily call upon to understand the tax implications and make the......
New York, NY, United States
Six Trees Capital
Based in New York City, Six Trees Capital LLC is managed by Gary E. Zimmerman, a former investment banker who was inspired by the financial crisis to create a system that could help investors keep their cash safe while earning superior returns. Mr. Zimmerman takes counsel from a strategic advisory......
Singapore, Singapore
Skyhook DAWN
Skyhook Capital has launched the first marketplace for digital assets with full integration into conventional investment product distribution networks. Skyhook’s Digital Assets Wealth Network (Skyhook DAWN) provides a single connection point on the cloud for conventional e-wealth and digital banking channels to access digital securities and services over distributed ledger technology. As......
relevant regions
Paris, France
SLIB Clearing & Settlement Suite
SLIB offers a wide range of software solutions to assist all post-trade activities. These tools, included in the SLIB Clearing & Settlement Suite, enable you to securely monitor the whole processing chain up to the final transactions settlement: from Client/market matching to the comprehensive management of settlement instructions. The SLIB Clearing & Settlement......
relevant regions
Paris, France
SLIB Position Keeping Suite
Account and position keeping has been at the core of SLIB's offer for the past 20 years. Our goal with the SLIB Position Keeping Suite is to provide your organization with an effective and comprehensive set of tools. The SLIB Position Keeping Suite includes a set of products particularly suited to the requirements of the following......
relevant regions
San Francisco, CA, United States
Small Business 401k for Broker Dealers
In most cases, you can offer excellent options to meet their needs. However, what happens when a client operates a small business and wants the tax advantages of a 401k? All of a sudden, there are few good answers. You could direct them to a traditional 401k provider, but most offer......
relevant regions
London, United Kingdom
SmartCOMM
SmartCOMM helps enterprises deliver personalized, interactive communications via customers' preferred channels—and does so at tremendous scale. Designed for the business user, SmartCOMM helps to simplify and standardize processes leading to improved internal efficiency and increasing ROI. Increase customer satisfaction with communications that are highly-personal, on-brand and contextually relevant, delivered to the channels......
relevant regions
Cape Coral, FL, United States
Smart Feeder Data Flow Platform
Poor custodial data quality can decrease efficiency in the critical morning reconciliation period when minutes matter. Smart Feeder can alleviate that pain by transforming your custodial data using rules you design to meet your exacting standards. Process thousands of transactions daily while meeting all of your trade ready reconciliation requirements Rules-based data transformation Pre-loaded......
relevant regions
Singapore, Singapore
Smartkarma
What is Smartkarma? Smartkarma is a fully digital and cloud based platform with a full suite of tools enabling a large community of analysts and other professionals to create digitally native, interactive research content, share ideas, collaborate on research projects, and discuss their opinions in real time. Via personalised logins, clients are......
relevant regions
Boston, MA, United States
Smartleaf Investment Engine
With the Investment Engine, advisors can effortlessly provide each of their clients with: Custom asset allocation and security selection Custom social screens Optimized tax management including tax-managed transition and year-round loss harvesting UMAs containing any combination of ETFs, mutual funds, proprietary equity strategies, third-party equity strategies and cash ...
relevant regions
London, United Kingdom
Smartr365
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;......
relevant regions
Zug, Switzerland
Smart Valor
Trade cryptocurrencies, hassle-free Buy Bitcoin, Dash, Ether and others in minutes. Advanced trading tools Trade cryptocurrencies on our state-of-the-art interface. Staking services Earn staking rewards with SMART VALOR and watch your money work for you. Security and custody Enjoy peace of mind thanks to SMART VALOR's institutional-grade security Support for many fiat currencies Buy, sell, and withdraw easily using......
relevant regions
Hong Kong, China
Smart Watchlist
With Smart Watchlist, stocks you add will automatically display signals and events you set for the entire list. No need to click through checking each stock day after day. Monitoring Your List Easily see how many stocks in your watchlist are up, down or unchanged for the day. For each stock, information......
relevant regions
West Palm Beach, FL, United States
SMArtX
Turnkey Asset Management Platforms (“TAMPs”) have built a loyal following over the years by providing advisors and broker-dealers with a more efficient way to operate their business, access strategies, and meet client demands. Several firms have created bespoke solutions that each have their own services, features, benefits, and drawbacks. This......
relevant regions
Delémont, Switzerland
SMAT
Smat's goal is to provide them with the necessary tools to improve investment in the class of alternative assets and to enable dynamic portfolio management....
relevant regions
Sydney, NSW, Australia
SMSF
Macrovue helps SMSF trustees access domestic and international markets through our intuitive investment platform. You can invest directly in individual shares and ETFs, or you can invest in our professionally researched share portfolios – called Vues. Why SMSFs need to consider international equities Growth Achieve your investment objectives by investing in growth-orientated companies,......
relevant regions
Omaha, NE, United States
Social Security Timing®
Designed by advisors, for advisors, the patented Social Security Timing software will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction. Patented technology and support team simplify Social Security for you and clients When you subscribe to Social Security Timing® software, you get......
San Francisco, CA, United States
SoFi Invest
Invest like a pro without being one Unlike some other ways to invest, SoFi gives you more than one option of how to do it. Plus, we’re built to grow with you and your goals—no matter your skill level at the start. Pay zero SoFi fees That’s right—$0 in transaction fees and $0 in......
relevant regions
Amsterdam, Netherlands
Soliam for Wealth Managers
A single core solution for real-time overview of the client’s investments A Multi-Custodian and Multi-Account keeping software enabling a comprehensive front-to-middle process management, for wealth managers, private bankers and family offices A unique turnkey solution for position-keeping and financial decisions, dedicated to wealth management specific needs: advisory and/or discretionary processes, fiscal allowances......
relevant regions
Schlieren, Switzerland
SolidusLink
SolidusLink is a multi-dealer precious metals trading platform capable of integrating with any bank or custodian, so that both institutional and individual investors, as well as their advisors, can access and hold real gold as easily as stocks....
relevant regions
Tel-Aviv, Israel
Solutions for Distributors
How Futora helps you reach and better service clients Futora enables any financial institution to access structured products with a click of a button so they can offer bespoke investments to their clients. Futora is an end-to-end solution covering all aspects of the investment product lifecycle, including access to liquidity partners,......
relevant regions
Tel-Aviv, Israel
Solutions for the Buy Side
Marketing collateral and advice is useful, but results dramatically improve as a result of thorough analysis. Access to structured investments such as autocallable notes or participation notes must be straightforward and cost-effective to reduce friction for investors. Unfortunately, platforms delivering efficient analysis and execution are hard to find and expensive to......
San Francisco, CA, United States
Sora
83% of clients expect their financial advisor to provide debt management... Only 3% of advisors deliver. Let Sora Finance bring your financial advisory to the next level. Sora is the debt expert. You are the client superhero. Extensive advisor dashboard - Quickly scan clients’ liabilities, refinance and new loan opportunities, and credit health. Automated reports......
relevant regions
Marietta, GA, United States
Specialized Data Solutions
Automated Data Delivery More businesses are exploring automating their investment process with big data computing. EquityRT will work with you to understand your big data needs and present data delivery options that will help you with your automation initiative Seamless Website Integration Integrate responsive iframes with key listed company and financial markets information into......
relevant regions
Geneva, Switzerland
SpeciBBG
This software is fully parameterizable, gives you the possibility to schedule for a list of ISIN, a request on Bloomberg. Data are stored in a Datastage and available for all your applications. SpeciBBG will simplify your request needs on Bloomberg. Software challenge Aims to simplify your Bloomberg requests: Service based (deamon) Scheduler Create your own requests Datastage On......
relevant regions
Geneva, Switzerland
SpeciBLOTTER
SpeciBlotter is a front-middle office tool designed for traders, risk managers and RMs. It supports the forex activity (spot, forward, swap, currency option). SpeciBlotter speeds up the booking process and gives transparency on the daily and intraday positions. Software challenge Aims to fit the needs: Calculates profit and loss by portfolio (pure trading, customer......
relevant regions
Geneva, Switzerland
SpeciOPTION
The scheduler on SpeciOption tracks the events occurring on the trade: opening, closing, exercise and abandon, hit. Traders can load their term sheets into the system to quickly define the contracts. Alerts are generated when the barriers are hit. Reduce operational risk More structured Manage the product life cycle Software challenge Aims to follow all the......
relevant regions
London, United Kingdom
Sphere
The problem Market complexity grows every day. Is your portfolio ready? 84%* Today, an investment professional's main challenge is to sift through data and face market complexity to make clear and informed decisions. Traditional approaches fall short in adapting to market dynamics and delivering forward-looking insights. *Percentage of institutional investors seeking to integrate AI in their......
relevant regions
Paris, France
SpotLab
SpotLab allows simulation of complex strategies that execute simultaneously in a single portfolio with a precision level as high as one minute and a depth of more than 10 years on a standard desktop computer. It features an exclusive data paging technology making it possible to browse several tens of......
relevant regions
London, United Kingdom
Sprout For Advisers
Stand out in the market Partner with Sprout to gain a distinct competitive advantage over your competitors who are not offering venture capital funds to customers. Rigorous due diligence Sprout’s experienced team takes the legwork out of fund due diligence, undertaking a rigorous selection process and curating a selection of top-tier fund opportunities......
relevant regions
Leawood, KS, United States
SSAnalyzer
What you need to know after the rules change Even after the rule change, Social Security is still complicated. We still make it simple. Go beyond the basics With the SSAnalyzer, you get more advanced features and tools like our Coordinate Tab and tax calculators. Be an expert without the work The SSAnalzyer makes it easy......
relevant regions
Basildon, United Kingdom
ßetafolio
Betafolio takes the hassle out of advisers’ investment processes by offering access to evidence-based portfolios. Betafolio is a clear alternative to expensive, poorly performing DFM services and multi-asset funds. Its consistent, repeatable and robust process gives advisers full control of client outcomes....
Exton, PA, United States
SSG Digital Platform
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......
relevant regions
Halifax, United Kingdom
SSP Adviser
Whether you’re an independent advisory firm, part of a regional or national network, or a specialist in a certain field like mortgages, protection, healthcare or employee benefits, accessing the right products on the market and providing advice in a highly regulated environment to serve your clients profitably, is a common......
relevant regions
Zug, Switzerland
Stableton
Marketplace for alternative investments Easy access One-stop-shop for alternative investments. Tailored portfolio. Seamless investment experience Unique opportunities Top-tier partners. Benefit from specialist knowledge Performance Benefit from access to superior strategies. Generate true absolute returns Measurable impact Make investments with a measurable impact, not only for your portfolio but also for the environment ...
relevant regions
Edinburgh, United Kingdom
Standard Life Wrap
Wrap is a specialist service and technology platform for progressive adviser businesses. If you’re looking to deliver sophisticated wealth management solutions for your clients in a scalable, controlled manner, Wrap could be right for you. Market-leading and innovative portfolio management solutions: Professional Portfolio Manager helps you to scale your advisory investment process......
relevant regions
Stockholm, Sweden
Stewardship
Foster active ownership of your portfolio Save Time - Your whole team can manage your engagement with companies from one platform Discover - Have a quick overview of the status of all your engagements Course Correct - Easily track the SDGs being discussed in the meetings resolutions and the voting outcomes Improve - Collaborate with other owners......
relevant regions
Hong Kong, China
Stock 360
Are your users mostly short term traders? Create a page using widgets such as intraday charts, market depth and news focusing on price action and events. Are your users buy and hold investors looking for value stocks or high dividends? Use our financial reports and earnings graphs so they can......
relevant regions
Bengaluru, KA, India
Stockal for Business
Benefits of a Stockal partnership Easy integration with a robust platform with the flexibility you need Used by thousands of people - Stockal is used by thousands of investors to execute US$40 million+ in transactions every month Flexible pricing capability - Configure pricing the way you want. Keep it zero, charge flat fees or make......
relevant regions
Miramichi, NB, Canada
Stockcalc
StockCalc is a Fintec company focused on fundamental valuation. We run valuation models on 7800 companies listed on the NYSE, NAS, ASE, TSE and TSX each night. We are a third party integration on TD Ameritrade Institutionals Veo Open Access platform and are an excellent resource for independent financial advisors looking for......
Tel Aviv, Israel
Stock Forecast Algorithm
Based on the relationships and the latest market data, the algorithm calculates its forecasts. Since the algorithm learns from its previous forecasts and is continuously adapting the relationships, it adapts quickly to changing market situations. The I Know First Market Prediction System models and predicts the flow of money between the......
relevant regions
Hong Kong, China
Stock Insights
Technical Summary Is the stock a Buy, Sell or Hold? We analyze a stock’s price movement based on a basket of technical indicators to derive an aggregated assessment. Technical Signals Stocks are monitored for our technical indicators and display when a buy or sell signal has occurred. For example, when a stock’s RSI......
relevant regions
Marietta, GA, United States
Stock Market Data
Optimize your Investment Strategy with EquityRT Strategy Builder and Backtesting Portfolio managers, equity research analysts, economists and many other investment professionals are constantly challenged to deliver quality research to guide the right investment decisions. Making the right decisions starts with having an optimum investment strategy in place. EquityRT’s unique investment strategy builder......
relevant regions
Marietta, GA, United States
Stock Market Data Analysis
Portfolio managers, equity research analysts, economists and many other investment professionals are constantly challenged to deliver quality research to guide the right investment decisions. Making the right decisions starts with having an optimum investment strategy in place. EquityRT’s unique investment strategy builder and backtesting super-feature gives you the easiest way to......
relevant regions
Hong Kong, China
Stock Quote
Whether users just want to check their stocks on-the-go or do in-depth analysis at their desk, our stock quotes can be adapted for a minimal layout with just enough information or a detailed quote that gives everything an investor needs to make an informed decision. Tailored for Any Market Data layout and......
relevant regions
Hong Kong, China
Stock Ratings
Company Score Detailed company score reports by professional analysts with business summaries as well as peer comparison based on component scores. Score Rankings Monitor Component Score rankings to find investment opportunities. Find top ten stocks for every aspect such as Earnings, Fundamentals, Performance, Risk, Valuation etc. Broker Ratings Get the latest aggregated Broker Recommendation. See......
relevant regions
Hong Kong, China
Stock Screener
Select by country, stock exchange, sector or market cap. Or just want to see all stocks in the S&P500? You can filter by index constituents as well to make your search manageable. Detailed Criteria Choose from over 130 criteria covering both technical and fundamental data fields as well as events, scores and......
relevant regions
West Chester, PA, United States
STP BluePrint: Investor Portal
STP Investor Dashboard STP’s powerful Investor Dashboard provides clients with cloud-based access to account level information. Document Retrieval STP’s Investor Dashboard contains a document repository that securely exposes all client statement and reports....
relevant regions
West Chester, PA, United States
STP Global Reconciliation Dashboard
STP’s Global Reconciliation Dashboard is cutting-edge, cloud-based software that provides direct insight into our operational reconciliation service. Transaction & Position Views As part of our commitment to transparency our reconciliation dashboard exposes nearly 100 unique fields....
relevant regions
West Chester, PA, United States
STPortal
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......
relevant regions
West Chester, PA, United States
STP Report Builder
Use STP's Report Builder Configure reports how you want, not what an inflexible system allows. Creative, smart, flexible. That’s STP’s Report Builder. Feature highlights: Use smart, flexible components to quickly build branded, visually stunning reports. Create tabular-based reports on the fly using a wide assortment of tools and available data fields. Simple 3-step process to generate......
relevant regions
Lakewood Ranch, FL, United States
Strad Pro
Strad Pro bridges the gap in wealth management, allowing advisors to offer top-tier, comprehensive planning and portfolio management services to all clients, regardless of their wealth status. It's like giving every client the Rockefeller treatment, enhancing your service quality and efficiency with state-of-the-art technology, while differentiating your firm from all......
relevant regions
London, United Kingdom
Strategy Architect
Developing quantitative trading strategies can be profitable, but it typically requires a significant investment of both time and money. The cost can be upwards of US$1 million per year for software developers, quantitative researchers, and data infrastructure, and it can take at least six months to create a viable strategy. Our......
relevant regions
Hong Kong, China
Streaming API
Regional Streaming API The Regional Streaming API aims at providing a single streaming API that covers multiple exchanges and seamless integration with regional client usage with various connectivity options. Ease of integration The Multi-Site support allows the same streaming API to be used across regional implementations. It reduces the complexity to set up......
relevant regions
North Salt Lake, UT, United States
Suggestion Engine
The Suggestion Engine can be used in two ways: Quickly assess the top needs and priorities of a client using a smart questionnaire. Use existing data on the entire book of business to identify high priority needs and opportunities across an entire client-base. Smart Questionnaire For new clients or prospects, the Suggestion Engine uses......
relevant regions
St Peter Port, Guernsey
Suggestus
Suggestus is made for... Wealth Advisers - ARC Research provides advisers with an intuitive and repeatable process for reviewing and selecting the most appropriate investment manager for your clients. Private Investors - ARC Research collects and analyses data on hundreds of thousands of real portfolios from investment managers who truly embrace transparency. Charities - ARC Research......
relevant regions
Stockholm, Sweden
Sustainable Investments (SFDR)
Easily screen the sustainable investments of your portfolio Save time - Quickly screen what percentage of your portfolios is considered sustainable investments Course correct - Understand how the percentage of sustainable investments changes over time Visualize - See the list of investments considered “sustainable” and “not sustainable” according to your own criteria Analyse & Discover - Assess the......
relevant regions
Stockholm, Sweden
Swip
SWIP fits into existing infrastructure to let clients leverage on their existing IT and systems investments or acts as a standalone fully-fledged portfolio solution for all asset classes. The platform’s components can be used as standalone features or as a whole, creating a complete portfolio solution....
relevant regions
Zurich, Switzerland
Swiss Fund Data
With its comprehensive database and website, which is recognized as an electronic publication medium by FINMA, Swiss Fund Data offers a wide range of services. Our broad cooperation network of clients, partners and vendors makes it possible to ensure and continually enhance transparency in the fund market. Here is a brief......
relevant regions
Zurich, Switzerland
Sygnum Brokerage
Seamless fiat-digital asset gateway Fast and convenient transition between major fiat currencies such as CHF, EUR, SGD and USD, and an expanding range of digital assets, including Bitcoin, Ethereum, and XRP. Live quote and best-price model Sygnum connects to a diverse pool of liquidity partners – ensuring best price and fast execution. Intra-day settlement Trading......
relevant regions
Whiteley, United Kingdom
Synaptic Analyser
To avoid people being unprepared for retirement, it's more important than ever to ensure that financial advisers have all the relevant facts and figures at their fingertips so they can provide the best advice to their customers. Synaptic Analyser is a great addition to our easy to use set of products,......
relevant regions
Whiteley, United Kingdom
Synaptic Comparator
What does it include? Comprehensive cost evaluation – analyse cost at every level of multiple wrappers Evaluate all options – allows you to examine multiple providers and products in single view Full product range represented – personal pensions, SIPPs, onshore and offshore bonds, ISAs and GIA Etc. How does it work? Industry’s most powerful calculations engine – regularly performs millions......
relevant regions
Whiteley, United Kingdom
Synaptic Portfolio Builder
This is a component within the Synaptic Research Suite that allows you to build and manage portfolios, providing Synaptic Comparator and Modeller access to allow research to be done using actual holdings. The first screen shows how portfolios can be built and maintained using the Portfolio and Fund Chooser. Larger portfolios......
relevant regions
Whiteley, United Kingdom
Synaptic Product & Fund
Synaptic Product & Fund Research is the original automated product and fund research tool, built to replace the paper-based tables that were commonplace in the industry in bygone ages. Ever since, Synaptic Software has compiled and distributed financial product information within an application that is recognised for its ease of......
relevant regions
Whiteley, United Kingdom
Synaptic Risk
You can use the Synaptic Risk Ratings to meet FCA requirements around risk and present to clients using attractive and comprehensive risk metrics. The Synaptic Risk table What does it include? ATRQ – The industry’s most widely used Attitude to Risk Questionnaire Risk ratings table – a comprehensive table of the providers’ funds and portfolios represented......
relevant regions
Whiteley, United Kingdom
Synaptic Webline
Everyone agrees that the retirement map has been entirely redrawn with the government’s budget announcements regarding pensions and annuities. Some might think that annuities Armageddon had arrived (there are predictions that up to 90% of the market may disappear). However, the annuity purchase (if not compulsory) must still exist within......
relevant regions
Whiteley, United Kingdom
Synaptic Webline Protection
The portal was designed in the late 1990’s by financial advisers who foresaw that the Internet could be used to obtain and present comparative quotes from providers and an IT expert from IBM who had the technical know-how to build out their vision. Their legacy is to be found in......
relevant regions
Windsor, CT, United States
Tamale RMS
Modern day investment managers are overwhelmed by the mountains of information necessary for their investment decisions and due diligence. Research management comes from many sources, making it challenging to find and identify what is really important. With Tamale, our investment research management software, investment teams spend their time collaborating on ideas......
relevant regions
Seattle, WA, United States
Tamarac PortfolioCenter Cloud
PortfolioCenter Cloud allows you to: Simplify and streamline your processes Retain control in-house Access your data any time, from anywhere Recognize efficiencies with ready-made templates Never worry about hardware specifications Reduce IT overhead and demands on resources Budget with no surprises Sleep better knowing your data is secure When the time is right, you can easily add industry-leading Tamarac......
relevant regions
Seattle, WA, United States
Tamarac Trading
More RIA firms choose Tamarac than any other rebalancing software provider. Whether you're using a passive or active management strategy, Tamarac dramatically abbreviates the trading process while adhering to your investment strategies, custom account settings, restrictions, and tax sensitivity settings. Tamarac Trading delivers much more than portfolio rebalancing. Automate your model......
relevant regions
Geneva, Switzerland
Taurus T-DX
Enter private capital markets 2.0 More than a trading platform. Unlock liquidity and the value of ownership Fully digitised and transferable assets. Trade digital assets incl. tokenised securities Equity, debt, real estate, art + collectibles (NFT), crypto. Connect investors, issuers and banks Primary and secondary trading, FIX connectivity, webApp. Regulated, secure, state-of-the-art technology FINMA license, built on Taurus technology....
relevant regions
Omaha, NE, United States
Tax Clarity
Clients often don’t understand the relationship between ordinary and capital incomes, leading to potentially significant tax inefficiency in their retirement strategy. With Tax Clarity, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way. To talk taxes with clients, you......
Dallas, TX, United States
Tax Data API
With this API you can request taxpayer consent (via TaxStatus or building flow internally), view all taxpayer data (official income, levy, liens, filings, etc.), monitor the IRS for changes to accounts, and download official IRS tax transcripts. Many of the API methods are asynchronous because they may start a long-running process.......
relevant regions
Mumbai, India
TCS Wealth Advisory Solution
Challenge Financial advisors (FAs) at wealth management firms and private banks rely on research for devising investment strategies for high net worth individuals. With limited time at hand, FAs constantly struggle to analyze an exhaustive list of reports. While many wealth managers have deployed different types of financial advisory software to......
relevant regions
Madrid, Spain
TechRules Fund Solutions
Flexibility and adaptation to legal requirements in fund factsheet generation. Our advanced and comprehensive Fund Solutions is designed to manage all figures, data, reports and needs for investment funds. This financial solution provides tools to manage different data sources and obtain accurate reports complying with the legal requirements. The system......
relevant regions
Alexandria, VA, United States
Telemet Orion
Telemet offers an integrated solution for investment and investor relations professionals, universities, and private investors. Thousands of professionals use Telemet Orion as a cost-effective, single integrated source of real-time and historical investment research, charts, news, portfolio analytics and market data. Our platform enhances your workflow, increases your revenue opportunities, improves......
Geneva, Switzerland
Temenos DataSource
DataSource is part of Temenos’ Wealth Management product but can also be deployed as a standalone solution. To present a uniform view of all areas of financial instruments, we generate the Golden Copy based on a set of rules, to ensure that all downstream applications have a uniform, verified, high-quality......
relevant regions
Geneva, Switzerland
Temenos Securities
In a complex and ever-changing environment where the institutions are faced with reduced margins, increased client demand and new regulations, the need is for flexible, modular, scalable, packaged and highly automated solutions to simplify operations, adapt to sudden changes, remain compliant and minimize disruptions. Temenos Securities is a real-time easy -to......
relevant regions
Geneva, Switzerland
Temenos Wealth
The de facto solution for the wealth industry With clients among the largest global financial institutions and boutique firms, Temenos Wealth enables differentiation, delivers cost reductions, and leverages the latest technology to support end-to-end digital transformation with a composable front-to-back architecture. Adapt to new clients A generational transfer of wealth is underway. Private......
relevant regions
Geneva, Switzerland
Temenos Wealth Front Office
Developed specifically for advisors and portfolio managers, Temenos Wealth Front Office provides sophisticated functionality across profiling, modelling, performance reporting, risk and compliance and more. Benefit from out-of-the-box workflows ready to operate based on any customer needs. Power portfolio management at scale and increase productivity by automating investments, order generation, and......
relevant regions
New York, NY, United States
Templum One
Templum is making investing in alternatives as easy and ubiquitous as buying public stocks The only patent-pending secure ecosystem that connects issuers, investors, custodians, transfer agents and other market participants to facilitate access to high-quality alternatives and private securities across a broad range of investors Trailblazing Alts for the Buy-Side & Investors For......
relevant regions
London, United Kingdom
The Abaka Platform
The Next Best Action Next Best Action is a proven AI-recommendation engine in production with global banks and insurers, constantly learning from our vast ecosystem of clients, customer data and financial products. It addresses the need for delivering personalized customer life journeys with beautiful omnichannel digital experiences. Data Ecosystem By combining user’s behavioral data,......
relevant regions
St Peter Port, Guernsey
The ARC Indices
The ARC Indices are a set of benchmarks that reflect the real-world experience of investors that have their wealth professionally managed. Based on the world's largest dataset of private client investment performance covering almost 20 years of real-life outcome, the ARC Indices allow all investors to really see what "good" looks......
relevant regions
Clearfield, UT, United States
The Bucket Bliss Index
The next big thing in retirement income planning is here. You can make any retirement plan look good on paper, but what is the probability that the plan will prove to be successful for your client? The Bucket Bliss Index is a new tool embedded in Bucket Bliss Advisor that......
relevant regions
Newcastle upon Tyne, United Kingdom
The Cascade Service
Our extensive rates dataset is updated everyday and this allows for all users to obtain up-to-date rates within their bespoke chosen parameters. The transparent and bespoke cash illustration demonstrates how a client’s cash can be allocated across different time periods and institutions to obtain the best protection for their capital......
Baltimore, MD, United States
The Chaikin Power Gauge
What makes the Chaikin Power Gauge unique? The Chaikin Power Gauge stock rating gives you a directional edge. It uses a proven algorithm that uniquely combines fundamental data with technical factors. It distills that complex data into simple ratings — green for bullish, red for bearish — so you can make smarter investment decisions quickly and easily. Distills complex financial......
Zurich, Switzerland
The Constructor
The Constructor is a web-based application that enables realtime structuring, calculation and launch of structured products on over 900 underlyings. It calculates tradable prices in real-time and based on Leonteq Securities market data. Traded products prices are published on Bloomberg, Reuters, Telekurs as well as on the Leonteq Securities webpage. Currently the tool......
London, United Kingdom
The Conversation Cloud™
Today’s customers are demanding more access, more choices and more control over the relationships they have with the companies they do business with. The Conversation Cloud was built to facilitate those conversations – to make them SMARTER – and to do it at enterprise scale. Its key capabilities – Collect,......
relevant regions
London, United Kingdom
The Embark Platform
Embark is a new, retirement focused platform for financial advisers, designed to help you to unlock new, profitable client segments via easy to use and reliable technology. Although Embark is a new platform, it is part of the Embark Group, an independent and adviser focused provider with £11.4 bn assets under......
Limassol, Cyprus
The EXANTE Trading Platform
The EXANTE platform works on every device. Trade on the web, from a desktop Windows, macOS or Linux terminal, or right from your iOS or Android smartphone. HTTP API Use our HTTP API to design sleek, fast and data-rich financial apps. From smart messenger bots and option strategy advisors, to market analysis mobile apps, websites with stock tickers and wholesale......
relevant regions
Melbourne, VIC, Australia
The Exchange
The Exchange is award-winning software providing the ability to research, quote and compare clients’ protection and retirement needs quickly and easily. It generates real-time quotes in seconds and applications are automatically pre-populated with client data—so it's easy to apply online at the touch of a button. The system is supported......
relevant regions
London, United Kingdom
The Fund Dashboard
The Fund Dashboard provides an interactive interface offering a snapshot of five key fund elements that are considered when selecting investments. Behind each of the five elements is a deeper analysis and insight that can support informed decisions. Opinion A combination of qualitative and quantitative assessment of a fund's ability to meet......
relevant regions
New York, NY, United States
The Global Investment Manager Database (GIMD™)
This global repository provides information and insights on investment managers and strategies across all asset classes: equities, bonds, real estate, and alternatives. The entries are maintained by the investment managers themselves, with our research consultants adding research notes, news items, research priorities, and ratings. The information in this database supports......
Austin, TX, United States
The MicroVentures Platform
MicroVentures is more than just an equity crowdfunding platform. We also offer a solution that sources private equity deal flow for qualified institutional investors including family offices. We serve institutional investor clients in the U.S. and globally, providing direct access to both early and late stage private companies that are......
New York, NY, United States
The Money.Net Platform
Global all asset class coverage Money.Net provides an all asset class global coverage. Our terminals require no download and can be run directly from your web browser to bring you global equity, portfolio tools, institutional holdings data, analyst estimates, excel historical data and fundamentals. Talk to clients via our chats, download......
relevant regions
Chicago, IL, United States
The Morningstar Risk Ecosystem
By knowing how comfortable a client is with investment ups and downs, advisors can help bring calm and peace of mind when risk is realized. The Morningstar Risk Ecosystem provides a world-class psychological risk tolerance tool that helps simplify processes, stay compliant, and reassure clients. How it works Accurate psychometric risk assessment Accurately......
relevant regions
Marietta, GA, United States
The Predicting Wealth™ Platform
The Predicting Wealth™ platform provides advisors, firms, and their clients with a unique behavioral finance tool to assess and measure client psychology, attitudes, and behaviors in critical areas that we call Wealth Factors. These critical factors have been scientifically proven to predict financial success....
Brussels, Belgium
The Profiler
Knowing your client paves the way for a long term relationship Improve conversion of your digital on-boarding processes Rejuvenate your investor base Easy. Quick. Smart. The Profiler goes beyond a standard risk profiling questionnaire. It not only looks at the classic risk-reward trade-off, but it also measures a customer’s loss aversion, as suggested by......
relevant regions
Nyon, Switzerland
theScreener CIO
Its systematic approach delivers a unique experience in navigating the global investment universe. Setting-up and managing investment strategies, leveraging theScreener’s data and evaluations, is a breeze. Make your selection from fundamental, technical, valuation and risk parameters to define your individual investment style and let theScreener CIO propose top choices for your......
relevant regions
Nyon, Switzerland
theScreener Feed
theScreener Feed is our data feed solution for easy integration of theScreener’s ratings and analysis into online-/mobile-banking applications, core-banking, portfolio management and brokerage systems. Whether you want to generate relevant alerts, increase customer loyalty or provide additional reasons for your client advisors to contact clients, theScreener Feed is the right solution......
relevant regions
Nyon, Switzerland
theScreener RM
Based on high-quality data and proven methodologies, theScreener RM supports them in reverse inquiry situations and enhances client communications in general. Our research covers both equities and funds worldwide and is based on a completely unbiased quantitative approach. Investment decisions based on theScreener’s research reports are easy to understand, completely transparent......
relevant regions
Chicago, IL, United States
The Sensefolio Platform
With over 20,000+ companies and more than 200,000 of their subsidiairies being analyzed every day, Sensefolio, scrapes and retrieve data for you. Get real-time data and follow companies in your portfolio in order to filter out the good and the bad ones. Every new information about a company and/or country is......
relevant regions
Santa Barbara, CA, United States
Theta Lake Compliance & Archiving Suite
With the use of video marketing, video conferencing, video chat, and audio calls skyrocketing along with the intersecting increase in MiFID II, FCA, GDPR, FINRA, FFIEC, and similar regulatory requirements for communication compliance that include video monitoring and call recording, efficient communication compliance is increasing in complexity. Theta Lake provides a......
relevant regions
Jersey City, NJ , United States
thinkpipes®
Expand your investment management toolkit Powerful trading tools, and access to key market data, thinkpipes gives you intuitive technology to trade the way you want....
Chandler, AZ, United States
Thomas Gold Solutions
In 2010, Steve Goldstein teamed with partner Brooke Thomas to purchase Cravens & Associates and form Thomas Gold Solutions. Steve and Brooke continuously develop software solutions, with an eye on the simplicity necessary to generate both advisor and client understanding. Our goal from day one has been to provide you with......
London, United Kingdom
tickr
Our mission 1. Make investing accessible. Getting started with investing can feel daunting, and it’s difficult to know where to start. But that’s because it’s been designed to feel scary and not relatable. That’s what we want to change. 2. Help you grow your savings whilst doing good. We don’t believe that you should......
relevant regions
Boulder, CO, United States
TIFIN Give
For Wealth The intelligent, easy-to-use platform allows wealth enterprises to position themselves at the center of clients’ philanthropic planning like never before, driving multi-generational charitable impact and providing key tax benefits. For Workplace Workplace giving is at an all-time high… and social responsibility is the new norm. TIFIN Give for Workplace allows employers......
relevant regions
Boulder, CO, United States
TIFIN Wealth
TIFIN Wealth aggregates data from multiple assessments to build a broad view into a prospect or client’s wants, fears, values, and appetite for risk. Then, advisors can generate personalized proposals....
relevant regions
Basildon, United Kingdom
Timeline App
Timeline is a web app. It works on any browser, on any device! No download required. Timeline app isn’t a crystal ball. It uses extensive academic research, historical returns and mortality data to assess how a retirement strategy might fare under various market conditions....
Tel Aviv, Israel
TipRanks for Enterprise
Our multi-award-winning technology allows us to process millions of textual forms daily, including financial news, social media, research reports, blogs, SEC filings, active portfolios and more. TipRanks’ unique products and datasets are used by hundreds of financial institutions and millions of direct investors. Trading platforms Significantly increase your customers engagement, retention and......
relevant regions
Luxembourg, Luxembourg
Titanbay Platform
Founded by a group of private equity professionals, asset managers, and technologists, our mission is to create the world’s leading platform for private market capital, elevating the investor experience via optimal systems. Titanbay is a digital platform enabling private and institutional investors to thoughtfully invest in top tier private equity funds.......
relevant regions
New York, NY, United States
TOGGLE
Turn on Insights, turn off noise Toggle Insights have outperformed average retail investors by 18%. Get the right tools and supercharge your investing. 20/20 Vision - Get a comprehensive overview for over 35,000 assets Three out of four retail traders will lose most of their money within their first year. It's time to stop......
relevant regions
Zug, Switzerland
Topaz Platform
A digital engagement layer for interaction across web & mobile, eliminating the need for multiple application-specific portals. Putting the client at the center Deployed by Topaz or within your own hosted or on-premise environment, the platform integrates with in-house data sources and systems, replacing or enhancing existing legacy and point solution investments. Topaz......
relevant regions
Burlingame, CA, United States
Tora Execution Management
Execution management Access the very latest multi-asset broker algos and trade across a variety of asset classes such as; global equities, ETFs, Baskets, Futures, Spreads, Options, FX spot, FX swaps, FX forwards, NDFs, CFDs and Commodities. Features Easy-to-use interface with unmatched flexibility to suit your trading workflows Access a broad network of brokers and......
Burlingame, CA, United States
Tora Order Execution Management System
The benefits of our OEMS product TORA’s OEMS delivers exactly the features you need, and none of what you don’t. Need allocations or rebalancing? Great, it’s there. But if you don’t, all of these features can disappear from your workflow so you can focus on what’s important for your firm. Execution management Access......
London, United Kingdom
Torstone Platform
With Torstone's agile delivery model, "running the bank" is the same as "changing the bank." What sets Torstone Platform apart in the post-trade space is: A modern service-oriented architecture – Our scalable, flexible, cloud-based platform gives you massive choice when it comes to scalability. And our continuous upgrades mean you’ll always have......
relevant regions
Plymouth, United Kingdom
Totally Integrated Practice System (TIPS)
Unlike other systems, the core design of TIPS was based on RDR requirements - Client Servicing, handling fees, increased reporting, client accounts, invoicing, VAT etc. TIPS can of course handle products, but it really concentrates on those client centric areas which are difficult to document and control such as client aims,......
Singapore, Singapore
San Carlos, CA, United States
tradeEdge
tradeEdge is a collaboration based trading platform that integrates with industry-leading trading and execution solutions like Advent Moxy®. It works with real-time data from your trading solution not requiring data import/export. It also supports trading restrictions, and approvals process. Key Features Customizable Dashboard Track your firm’s exposure, commissions, and trading activity, as well as......
relevant regions
Encinitas, CA, United States
Trade Ideas Pro
Artificial intelligence informs decisions, delivers confidence Professionals follow a trading plan and stay informed on market conditions. Trade Ideas Wealth delivers fully-formed opportunities, including performance history, win rate, entry point, profit target, stop loss and more for every idea. It provides real-time risk assessments for its opportunities in the current market conditions so there are......
relevant regions
San Carlos, CA, United States
tradePort
Trading and rebalancing introduce preference-based sleeves to create truly custom models. It allows for the creation of trades at accounts and household levels with ease. Firms can automate the model assignments to accounts. Models can be defined at Asset Class, Sub Asset Class and individual security levels. The product’s event management......
relevant regions
London, United Kingdom
Traderpath for Brokering
traderpath for brokering is a MiFID compliant solution for multi-market, multi-asset OMS, EMS, SOR. It is an integral part of traderpath, the service-based suite for professional trading, which delivers: broker-to-dealer interconnection via FIX standard protocol using fixpath pre-trade and trading phases through traderpath OEMS (Order and Execution Management System) in conjunction with traderpath SOR strategies systematic internalization of orders using the exchangepath matching engine......
relevant regions
London, United Kingdom
Traderpath for Market-Making
traderpath for market-making is a MiFID compliant solution for multi-market, multi-asset market-making and price-taking. It is an integral part of traderpath, the service-based suite for professional trading, which fulfils requirements in: pre-trade and trading operations, with intraday risk control, also leveraging algorithmicpath (please see related page) post-trading space, such as transaction reporting, transparency obligations, feeding trades and orders into external position keeping......
relevant regions
New York, NY, United States
Tradeweb direct: Retail and middle markets
Tailored trade solutions Tradeweb Direct is one of the largest fixed income marketplaces in the U.S. for financial advisors, RIAs, traders and buy-side investors with leading offerings in Municipal Bonds, U.S. Corporate Bonds and Certificates of Deposits (CDs). Driven by years of experience and partnership with clients, our systems are engineered with......
relevant regions
New York, NY, United States
Tradeweb: Institutional market
Unrivaled access to deep liquidity & advanced technology Institutional investors around the world rely on Tradeweb for direct access to deep liquidity, pre-trade price intelligence, flexible protocols and post-trade analysis to enhance their trade execution strategy and drive increased performance. Real-time pre-trade pricing from over 50 leading liquidity providers Innovative trading protocols tailored for each marketplace Streamlined......
relevant regions
Windsor, CT, United States
Tradex
The complexity of the fund market presents many challenges on the operational side, especially with regards to the order process. Tradex is a flexible and scalable fund operation solution that lets you replace manual procedures with a highly automated workflow, from order entry through to settlement. Manage high transaction volumes with less effort,......
relevant regions
Stavanger, Norway
Trading
A connectivity API solution for online trading Huddlestock Trader is integration-ready with leading core banking systems, for direct access to capital markets. Easily integrated as a standalone trading component A base for a self-directed trading app A building block to a full-service Brokerage-as-a-Service offering ...
relevant regions
Auburn, CA, United States
Trading
This assistant works 24/7 and doesn’t take vacations Nitrogen Trading is on the job 365 days a year, scanning every client account in your book of business to make sure things are staying on track. Risk Number Drift? You’ll know when it matters. Time for a cash distribution? It’s right on the dashboard. Tax loss harvesting......
relevant regions
Omaha, NE, United States
Trading
Trade with efficiency, customize portfolios with ease Scale your back-office trading proceses Trade efficiently and confidently with block trading, custom workflows, automatic alerts, and pre-trade reviews. Personalize client portfolios Create custom, tax-advantaged SMA portfolios for each client’s unique objectives. Enhance your investment strategies Expand your investment offering with access to models from leading institutional strategists. Do more......
relevant regions
West Chester, PA, United States
Trading
STP’s institutional systems and support can handle volumes large or small, NYSE, NASDAQ or foreign securities, and combination trades. Robust Trading Capabilities Trading and rebalancing services are at the forefront of just about every conversation we have with investment firms. Hybrid asset managers and wealth management teams can integrate order management and allocations with......
relevant regions
San Francisco, CA, United States
Trading for Institutions
Through our global relationships and insights gleaned from our proprietary data, we make smarter decision making easier. Whether for new direct investments, add-ons to existing holdings, or to trim a position, we’ll tailor our relationship to meet your specific needs. Making connections that count Get access to our sought after supply We believe......
relevant regions
El Segundo, CA, United States
Trading Platform
The ultimate aggregated orderbook Trade on a centralized orderbook of the world’s top exchanges—including institutional markets inaccessible outside sFOX—from one easy-to-manage account. Best execution that aligns with your trading Our incentives ensure that you always execute at the best prices globally. Price improvement Advanced smart order routing passes price improvements directly to you, so you......
relevant regions
Worksop, United Kingdom
Trailblazer Tracking
The app enables on-the-go access to client information, the ability to record outputs from client meetings, telephone conversations can be noted in the contact area, and an auditable messaging service is available all of which will help to comply with the new requirements of MIFID ll. By providing client information or......
relevant regions
London, United Kingdom
Transact Wrap Platform
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......
New York, NY, United States
Transparency Data
What it is A license to Burgiss Transparency Data provides investment teams with information on the holdings of private capital funds. This data is continuously gathered from original source documents from managers, augmented with extensive research and uniformly classified, entered and checked. How a subscription works For existing users of our portfolio management......
relevant regions
London, United Kingdom
Treasury
We are able to source and introduce depositors to quality banks where the product and rate offers a complimentary and enhanced addition to existing arrangements. In most case this is an addition of a new counterparty within investment criteria and include ensuring that products and rates being achieved with existing counterparties......
relevant regions
London, United Kingdom
Treble Peak
A diverse selection of funds with contrasting strategies We forge close partnerships with a broad range of Europe’s top fund managers, giving your clients a choice of options to complement, balance and enhance their portfolio – from seed to late stage growth, funds to single company deals, and primary to secondary deal flow. Simple,......
Paris, France
TRIVEO
Capturing customer loyalty in an increasingly digital world In today’s digital world, customer relationships have deteriorated due to lack of trust, poor customer knowledge and a need for transparency. Customers envision their preferred bank to provide relationship-driven proactive actionable insights as compared to standard transactional services. But with many banks focusing......
relevant regions
Newcastle upon Tyne, United Kingdom
True Potential Wealth Platform
For UK financial advisers looking to maximise investment opportunities for clients, the True Potential Wealth Platform is structured for growth. With a fully-integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs. Built from the ground up using True Potential’s award-winning in-house technology, the Wealth......
Berkeley, CA, United States
TrueProfile
TrueProfile is the state of the art compliance and client engagement platform used by financial advisors who want to put their clients first. TrueProfile allows you to see inside your client's decisions and determine the risk they are willing to take with their money and the portfolio options that fit......
relevant regions
Lausanne, Switzerland
Trustia
Challenge High costs of exposure to the cryptocurrency market were a significant burden. Solution by Trustia A centralized management system, which consolidates operations and streamlines management, resulting in cost reduction and simplified processes. Impactful Results 72% of direct savings 80% leaner team No infrastructure needed ...
relevant regions
San Diego, CA, United States
Trust & Will
We’re making estate planning simple, affordable, and accessible with a design-first approach and amazing customer support. We have tens of thousands of happy customers using our complete suite of products nationwide. We’re enabling every American to create a plan that fits their family, their life, and their legacy. We’re backed by......
Kingswinford, United Kingdom
Truth®
Truth® and Truth® Pro’s cash flow modelling tools allow you to show clients a projection of their financial future, helping them to visualise, take stock, and take action. You can access our software from almost any internet-enabled device including iPad, Microsoft Surface, Windows PCs and Macs. Our comprehensive client-facing, practice management, and back office......
relevant regions
Bristol, United Kingdom
Tumelo for Investment Platforms & Pension Providers
Our technology helps investment platforms & pension providers to: Grow your assets through consistent digital engagements Engage your customers with a proactive, digital experience. Maintain engagement over the long-term with easy, actionable steps for customers to influence positive change through stewardship. Improve brand loyalty to drive contributions & referrals Prove your commitment to sustainability......
relevant regions
New York, NY, United States
Turnkey Alternatives Solution
Our platform allows members to: Access in-demand managers at low investment minimums Research investment offerings with diligence materials and powerful research tools Invest using our online portal for simple, streamlined subscriptions and reporting For high net worth investors & advisors Through iCapital Network wealthy investors and their advisors can: (1) get access to select managers......
relevant regions
Bay Harbor Islands, FL, United States
Turn Key Solution
Focus on growing your advisory business. Let us take care of the alternative investment back-office needs. Reduced investment minimums for your clients Create portfolios with 60+ institutional private equity and hedge fund exposures, with only US$1 million and no per‑fund minimums. Integrated cloud-based portfolio management tools Get real-time access to proprietary quantitative analytics and portfolio optimization technology......
relevant regions
Royal Leamington Spa, United Kingdom
Turo
Deliver a great digital experience to clients and advisers Give cost-effective advice, in a fraction of the time Reduce your PI risk, deliver robust, regulated advice Modules Turo's solutions span investments and the whole of the retirement market, from planning stages, through to at-retirement and continuing into retirement. Financial wellness Pensions Retirement Investments ...
relevant regions
New York, NY, United States
tZERO Digital Securities Platform
The alternative trading system operated by tZERO ATS is the premier market for trading digital securities. Digital Securities that trade on the tZERO ATS are types of traditional securities, such as equities or bonds, enhanced by blockchain technology elements that have been added to the investor experience to provide features......
relevant regions
London, United Kingdom
UBO Verify
By utilising Kyckr’s unique, proprietary registry network, shareholder information is extracted in real-time from the respective corporate registry; returning accurate, current and legally authoritative information at every search. Accurate UBO verification UBO Verify is backed by our registry-sourced global company data to ensure compliance with the latest AML regulations. Accelerate the verification of UBOs......
relevant regions
London, United Kingdom
Unified Transfer Manager
The solution supports seamless communication, document exchange and no-code connectivity to transfer messaging services like Origo and Altus. It is fully automated and data-rich, allowing you to provide smooth transfer experiences for your customers and improve the pace of asset consolidation to your products....
relevant regions
Krumpendorf, Austria
UNiQUARE LOAN
The system provides standard interfaces to all relevant third-party systems and allows e.g. an object valuation at the touch of a button. The result is early clarity about the feasibility of the project, risk minimization and personalized, customized financing solutions. System-managed processing reduces process costs and complexity. This ensures an......
relevant regions
Jacksonville, FL, United States
Unity Wealth Platform
The investment world is quickly evolving, and you need to find better ways to retain assets and win new accounts, while expanding and personalizing services to your clients. To succeed, you must leverage technology and data effectively to increase advisor productivity and better profile multi-generational and demographically diverse clients. You......
relevant regions
Sudbury, MA, United States
Universal Rebalancer
What Makes The Universal Rebalancer Different Technology Our proprietary PairWise Swapping Algorithm is best in the class. This technique guarantees efficient and optimal rebalancing. Highly customizable through various configuration options. Households Create households with multiple taxable and non-taxable accounts. Rebalance selective accounts in a household, apply attribute restrictions on any account in a household Attributes Create......
relevant regions
Zurich, Switzerland
Universe-as-a-Service
What it is Universe as Service (UaS) offers access to thematics, asset classes and geographical regions, which are not accessible to most investors. Why Universe-as-Service (UaS) Combining UaS with direct indexing democratises investing, offers innovative approaches to asset managers and delivers a new set of tailor-made passive investments for institutional investors. Advantage All investor segments......
New York, NY, United States
Universe Data
Research-quality data, Limited Partner-sourced The Burgiss® Manager Universe (BMU) provides global investors research-quality performance and behavioral data of unrivaled breadth and depth for private capital funds and their holdings that date back to 1978. The BMU dataset covers over 11,000 private capital funds and fund-of-funds, representing over $8.3 trillion in committed......
relevant regions
TX, United States
UPTIQ Advisor Lending
Product Matching Automatically match the right loan products that best suit your client's liquidity objectives. Prequalification Ensure your client meets the minimum credit parameters required by potential lenders. Lender Curation Match your clients to lenders who will fund your client's liquidity objectives with the highest degree of probability. Application Submission Submit loan applications electronically to selected lenders......
relevant regions
London, United Kingdom
VALK
An Infrastructure for private markets Institutions can share and send deals to other platforms and institutions or list assets on exchanges in a few clicks thanks to the interoperability the Corda standard enables. Plug and play product Your white-labeled solution is delivered to you in minimal time and can be customized by your......
relevant regions
Salt Lake City, UT, United States
Vanilla for Advisors
With Vanilla’s estate planning software for financial advisors, you can deepen client relationships, expand share of wallet, and win new business by providing differentiated estate planning advice....
relevant regions
Salt Lake City, UT, United States
Vanilla for Estate Planners
Vanilla helps in-house wealth and estate planners simplify the estate planning process with guided templates and workflows for abstracting key information from trust and estate documents....
relevant regions
Arlington, TX, United States
Vantage Deal Suite™
Vantage’s Deal Manager – Vantage Deal Suite™ can streamline the stages of a deal, enhance due diligence, reduces costs, and expedite the deal flow process. Effective deal flow management can mean the difference between missing an opportunity and landing a lucrative investment. By leveraging a specialized yet flexible deal management solution, investment......
relevant regions
Arlington, TX, United States
Vantage Fundraising™
Vantage’s Fundraising Portal – Vantage Fundraising ™ provides an automated investor onboarding process. Our Fundraising portal streamlines your Fundraising process from start to finish. An intuitive, robust, and secure platform, Vantage Fundraising Software integrates with our powerful CRM, Accounting, and Investor Portal. The Fundraising portal will help you to raise capital......
relevant regions
Arlington, TX, United States
Vantage Insight™
All Investment Reporting and Communication for Investors and Managers – in One Portal Vantage InsightTM offers investors and general partners one central hub for all reporting and performance analysis of investment activities. The Insight investor portal aggregates data across assets, funds, strategies, or any other dimension for summary or drill-down analysis, including......
relevant regions
Arlington, TX, United States
Vantage Investor™
You want to manage investments – not complex partnership accounting in spreadsheets. Vantage’s Partnership Accounting Software – Vantage Investor™ helps you effortlessly manage up-to-date investor capital accounts, perform partnership accounting and allocation, waterfall calculations, and report generation and distribution. Gaining and retaining the confidence of your clients requires uncompromised investor servicing......
relevant regions
Arlington, TX, United States
Vantage Portfolio Accounting™
Vantage Portfolio Accounting provides investment and fund accounting for both private and public investments and securities. Up-to-the-minute transactions, valuations, performance, risk and many other statistics at your and investors’ fingertips. Monitor results at the master fund level or drill down to view statistics for feeder funds – or even individual holdings. The......
relevant regions
London, United Kingdom
Vauban Wealth Container Platform
VAUBAN is a Wealth Container platform. It lets you set‑up and deploy complex legal entities such as Funds and SPVs in hours with a few clicks. From initial structuring to NAV calculation, it is a fully integrated, one‑stop shop platform catering for all your needs. Fund & SPV Structuring Transactional Banking Legal Documentation Fund......
relevant regions
Burlington, VT, United States
VENTURE.co
Investment banking in the digital age Diversified products Access offerings across a range of asset classes, investment structures, and geographies. Efficient execution Electronically execute selling agreements and subscription agreements with insight into representative and investor activity. Client privacy Encrypted information exchange and storage to keep your client data secure and to manage compliance with investor privacy......
relevant regions
Jersey City, NJ , United States
Veo®
A flexible, open platform designed for maximum efficiency Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. With ample core functionality and the ability to access leading third-party applications through Veo Open Access, Veo gives you the flexibility and control to run your......
Jersey City, NJ , United States
Veo One®
A flexible, open platform designed for maximum efficiency Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. With ample core functionality and the ability to access leading third-party applications through Veo Open Access, Veo gives you the flexibility and control to run your......
Jersey City, NJ , United States
Veo Open Access®
Choice and flexibility are the backbone of our technology ecosystem. The Veo platform's industry-leading integration capabilities are an extension of this belief. Our open approach enables you to determine the applications that will best suit your needs, and also can help you gain more from your existing technology solutions. We continually......
New York, NY, United States
VerityData
Why VerityData Financial Research Software? Transform your fundamental research with crystal-clear primary datasets, time-saving tech, and expert analysis. Differentiated ideas - access meaningful insider activity, stock buybacks, and management changes as well as 10K, 10Q, SPACS, and more. Delivered with integrity - with Verity, investment professionals get clean, accurate, and structured intelligence. Pushed......
relevant regions
New York, NY, United States
VerityESG
Build the narrative and demonstrate stewardship in the fewest steps possible with a purpose-built solution for sustainable investing, IR, and compliance teams. No More Spreadsheets Avoid data silos & inefficiencies of spreadsheet-based tracking. Centralize proprietary & 3rd party data for faster outcomes. No More Tedious Work Unburden SI, IR, & compliance teams of cumbersome reporting. Standardize practices......
relevant regions
New York, NY, United States
VerityRMS
The AI-enhanced research management system preferred by leading firms drive productivity, collaboration, and decision-making — without bulldozing your current process. Capture and share ideas - quickly centralize ideas in the RMS optimized for fund performance. Discover and consume research - find and contextualize research you need, lost, or forgot about. Boost workflows and collaboration -......
relevant regions
Zug, Switzerland
vestr
Dashboard overview - efficient portfolio management: from index strategies to crypto assets Rebalancing tool - active investment management in real time Orders and executon - sophisticated order management Customized reporting - user-based customization of reports Investment rules - automated compliance checks Fee calculator - real-time fee calculation Activity log - compliant audit trail of all life-cycle events NAV calculation - daily NAV calculation ...
relevant regions
Luxembourg, Luxembourg
Vestrata Advisor Portal
Client engagement is at the core of client satisfaction and retention. Vestrata’s Advisor Portal equips your Client Advisors to proactively engage with clients and provide investment ideas and solutions that are relevant to the individual client’s investment risk profile. Our Investment Products and Solutions Portal provides management an enterprise-wide view of......
relevant regions
New York, NY, United States
Vidrio
Oversee Your Entire Investment Lifecycle With a foundation built on managed data services, sophisticated analytics and innovative workflow applications, Vidrio delivers the solutions and business support you need to successfully manage every stage of your multi-asset class alternatives investment lifecycle. Complete Multi-Asset Class Investment Management Solution Executives Research teams Portfolio teams Operations & Compliance Risk teams Centralize Your......
relevant regions
Sea Cliff, NY, United States
ViewNow
Designed for firms: Interested in gaining a holistic view of their clients’ entire financial profile. Looking to deliver a simple, clean end-client user experience branded with their firm logo. That do not require an export of data into 3rd party software. ViewNow provides independent firms and wealth managers with a dynamic account aggregation technology......
relevant regions
Boca Raton, FL, United States
ViewTrade
Helping clients with their U.S. brokerage offering ViewTrade for Business brings together the capabilities of ViewTrade Securities and Orbis Systems to provide solutions to meet the technology, information and brokerage needs of brokerage firms and banks worldwide. We specialize in Agency Brokerage for the wealth management, private client and retail brokerage divisions......
relevant regions
New York, NY, United States
Virtu Execution Services
Our teams of experts in high-touch, electronic execution, ETF and portfolio trading and dedication to delivering unbiased, transparent and flexible solutions-no matter how or what you want to trade. They meld algo strategies and routing protocals with our innovative liquidity, analytics workflow tools, helping you improve performance, reduce transaction costs and......
relevant regions
New York, NY, United States
Virtu Workflow Technology
Triton execution management system Triton EMS is a global, broker-neutral, multi asset-class platform that combines Virtu’s cutting-edge liquidity, execution, analytics and workflow solutions into one unified and customizable execution interface. Workflow solutions ITG Net ITG Net is our global, broker-neutral financial communications network that provides secure, fully supported connectivity between buy-side and sell-side firms......
relevant regions
New York, NY, United States
Vise
Personalized portfolio construction Individual risk profiles Create unique risk profiles for every portfolio. Vise takes in portfolio variables such as investment timeframe, target portfolio value, portfolio focus and more. Utilizing these the portfolio is customized for every client, every time. Customized portfolio restrictions Build out a dedicated strategy by adding or removing specific asset......
relevant regions
Austin, TX, United States
Voyant Enterprise
Complete Enterprise Solutions Voyant has created tailor-made solutions for some of the world's top enterprises, including Bank of Montreal, Lloyds Bank, and St. James's Place. Our team of engineers and artists turn visions into thriving products. Samples of past projects available upon request. When you work with Voyant's enterprise solutions, you're......
relevant regions
Melbourne, VIC, Australia
Wealth Accelerator Core and Plus
Powerful reporting and an extensive range of investments As an investor or SMSF trustee, you have more important things to do than chase up paperwork. Wealth Accelerator is an all-in-one portfolio management and administration service that puts you in control. Range of investment options Build a diversified portfolio with access to ASX and......
Belrose, NSW, Australia
Wealthdigital
Keeping up-to-date can be difficult and time consuming. Knowing where to go for reliable answers when you need them is critical. wealthdigital (powered by Desk Caddie) provides a quick and easy solution for businesses of all sizes. And its unique goals-based strategy planning tool has the power to strengthen client relationships......
relevant regions
Mumbai, India
Wealth in a Box
What is the difference Unlike traditional solutions, Wealth Management Infrastructure in a Box is a five-layer architecture that significantly reduces costs and increases efficiency for wealth managers. It is ideal for managers who seek agile but sophisticated wealth technology solutions to help them deliver outstanding service to HNWI/UHNWI clients. How does it work Wealth......
relevant regions
Mountain View, CA, United States
Wealth Management
Tools you need to decision and execute Addepar is an open architecture, multi-product tech and data platform that delivers wealth managers rich data aggregation with maximum flexibility and scalability so that you can do what you do best — even better. A complete view of your clients’ wealth Addepar aggregates all financial accounts......
relevant regions
Paris, France
Wealth Management Solutions
The wealth management benchmark solution to strengthen your expertise and enhance your advice. A single tool with all wealth management topics to support your clients at every stage of their lives. Wealth analysis Support your clients by carrying out global or thematic wealth studies (real estate, insurance, taxation, retirement, pension, transmission, specific solutions......
relevant regions
Beijing, China
Wealth Management Solutions
Based on quantitative model, machine learning and cloud computing technologies, we have developed China’s first robo-advisor product for Renminbi-denominated global asset allocation. The intelligent wealth management solutions supported by this engine feature customer analysis, market analysis, allocation algorithms, product suitability, transaction optimization, post-deal tracking and other modules to provide flexible......
Espoo, Finland
WealthMapper
Create and launch best-in-class services at speed The WealthMapper platform lets you leverage a powerful range of partners within our ecosystem to deliver new retail wealth management services. The modular digital toolkit utilises the latest developments in technology and distribution to speed up innovation and time-to-market. WealthMapper helps you provide seamless services......
relevant regions
Nivå, Denmark
WealthNavigator
Here, as assure wealth's clients, you can benchmark your portfolios directly with a wide range of investment products at work and abroad. This gives you an easy overview of your own returns compared to other market options. The basis of comparison is not based on prefabricated fact sheets, but through return......
relevant regions
Munich, Germany
Wealthpilot
Your customers will love it ... and in return you'll increase your assets under management. Up to 50% increase in AuM Up to 70% increase in your productivity as an advisor New customer aquisition and increased customer loyality Increase assets under management from existing clients Financial advisory is communication. With wealthpilot you enter into a more intensive......
relevant regions
London, United Kingdom
Wealth Platform
illio's Wealth Platform is our all-inclusive platform, including instrument-level and portfolio-level analytics and insights. We connect seamlessly to your back-office system, pull in your listed, unlisted and digital assets from your client portfolios and funds and normalize everything into one portfolio. The platform then translates the data into analytics and insights......
relevant regions
Nivå, Denmark
Wealth Reporting
Assure Wealth has developed a unique reporting tool that monitors and handles the reporting of our clients' securities holdings and provides consolidated reports covering and combining data from asset managers and banks. This overview and ongoing reporting provide a solid basis for an independent assessment of your investment performance. Even if......
relevant regions
Toronto, ON, Canada
Wealthscope for Advisors
Improve efficiency: Connect | Analyze | Plan Automatically link and update all of your clients' accounts held anywhere (powered by Wealthica). Use our proprietary portfolio scoring to analyze one investment account or group several together for a big picture analysis. Create customizable retirement plans and test alternate investing scenarios. Spend more time......
Powhatan, VA, United States
Wealth Studios
Transform the way your clients view and interact with their finances. Cashflow planning can be viewed at a high level and quickly show how strategies can impact the client’s assets and drill down to the cashflow detail as needed. Advisors can even demonstrate the transition of wealth between generations, the......
relevant regions
Austin, TX, United States
WealthVoice
Advise all of your clients at once Broadcast to Alexa whenever you want. Your voice when clients ask. On smart speakers & mobile. Communicate quickly with less effort. The benefits of podcasting without the time commitment. Impress leads and clients with better tech. Dazzle with the hottest technology: smart speakers and voice assistants. Highlight your team and......
relevant regions
St Helier, Jersey
WealthXcel Connect
Bringing it all together. What is Connect? WealthXcel Connect is a seamless series of client-facing modules that can be joined together to create best in class wealth journeys. Fully digital or blended for a hybrid approach to fit your company's needs. Shaped around you. Modular apps for wealth management. Pick and choose 'Connect' modules to......
relevant regions
St Helier, Jersey
WealthXcel Construct
Manage portfolios better. What is WealthXcel Construct? WealthXcel Construct is suite of portfolio management tools specifically designed to automatically monitor, adjust and model investment portfolios, whilst maintaining risk suitability against a set of constraints (model, client mandate or benchmark). Construct lets you automate the monitoring of portfolio suitability for drift and facilitates the......
relevant regions
Milan, Italy
Wealthype Platform
Boost sales, profitability, and customer satisfaction We empower financial advisors by improving their productivity and enabling them to increase assets under management, as well as management and advisory fees. How it works Our AI-based financial recommendation system can suggest a wide range of financial products and services, including various investments, life and liability......
relevant regions
London, United Kingdom
Web Publishing
Drive traffic and awareness Align your brand with the most widely used fund research portals in the world. Factsheets on our publishing sites get over 2 million views a month. As a subscriber, your factsheets will be fully displayed increasing your exposure and giving your core audience the information they want. Publish......
relevant regions
London, United Kingdom
What-If Scenarios
Our 'What-if' scenarios allow advisors to tweak or compare a portfolio and show what could have happened. Advisors can use this as a sales tool to upsell new investments for existing clients or pitch for new business from prospective clients. The tool is intuitive and easy to use. Simply create your......
relevant regions
Belmont, MA, United States
Whealthcare Planning
Our mission is to help older adults and their families make better financial decisions by implementing health care into wealth planning. Our cloud-based applications enable financial advisers to create and implement financial caretaking plans, monitor financial decision making concerns, estimate health care costs, and identify risks of financial fraud. Some of our......
Copenhagen, Denmark
White label
Benefit from flexible partnerships tailored to your business needs We enable licensed financial institutions to serve self-directed, advised and managed clients, while retaining full client anonymity and control. Our partners can focus on their core business and outsource the full trading and investment value chain to us. We’ll help you get to market......
relevant regions
Sydney, NSW, Australia
Wholesale Investor Platform
Through the Wholesale Investor platform and exclusive events, we provide greater visibility for innovation to our extensive global network of 17,700+ investors and via our world-leading partners. Our aim is to empower investors, innovators and entrepreneurs by allowing them to come together, discover, explore, research and share our passion for investment......
London, United Kingdom
WiseAlpha
WiseAlpha provides trading and automated portfolio services for individuals and institutions to gain exposure to the corporate bond asset class Investor trust & independent oversight WiseAlpha employs multiple layers of investor protection to ensure the highest level of trust amongst our users. Global custodians and independent fractional bond trustee All assets are held with Bank......
relevant regions
London, United Kingdom
Workplace Retirement Solutions
Together, FNZ works with employers to deliver quality saving and retirement solutions that help attract and retain talent, whilst ensuring all stakeholders have the key information they need at their fingertips. Addressing modern challenges Over the years, saving for retirement has become more challenging for employees. This creates a growing problem for......
Rotterdam, Netherlands
Workspaces
We all know very well that being organised reduces stress, keeps you in control, makes you more productive and saves you money. For all of that, and many more good reasons, we offer you Workspaces, the easiest way to organise all relevant input to pave the way to a successful deal. Get......
relevant regions
Singapore, Singapore
Xen Platform
We live in an age where access to the right investments can be a door to wealth and financial security. In Asia, where there has been an unprecedented growth in wealth, the current force of economic influence and power is among the young and affluent, the millennials and XENnials. Most accredited......
relevant regions
Sea Cliff, NY, United States
XportNow
Includes everything in ViewNow. Designed for firms: That want to eliminate manual entry of account information into 3rd party systems such as CRM, financial planning, portfolio management software. Capturing clients’ data automatically through aggregation is a critical first step accomplished with Aqumulate's ViewNow service, but many advisors subsequently use the data in both......
relevant regions
New York, NY, United States
Sydney, NSW, Australia
YieldBroker Platform
We developed the Yieldbroker platform because we knew there was a better, more efficient and transparent way to trade debt securities. Since 1999, we’ve been driven by a simple goal – to build electronic markets that connect people and business to trading opportunities in the Australian and New Zealand interest rate......
New York, NY, United States
YieldStreet
Diversify your portfolio with a unique mix of asset classes Art Aviation Commercial Consumer Legal Marine Multi Asset Fund Real Estate Access strategies historically only available to institutional investors. Wealth professionals recommend allocating 15-20% of your portfolio to alternatives. Investment opportunities designed to suit your needs. Yieldstreet offers a unique suite of products across a range of asset classes with various yields,......
relevant regions
Miami, FL, United States
YieldX
Smart workflows An intuitive user experience unlike any other, requiring minimal training and enabling users to build sophisticated fixed income portfolios by answering a few simple questions. Data & analytics Open Analytics is the future. We are building an ever growing collection of providers with unique insights that can add alpha and power customization......
relevant regions
Westport, CT, United States
Your Journey
Context You have a website. You have traffic on that website. You have a Contact Me form … and yet, if you are like most other advisors, you only convert a very small percentage of website visitors into booked meetings. Solution Bento can help. Let’s install our “Your Journey” Lead Gen tool on......
relevant regions
New York, NY, United States
YourStake For Advisors
Ignite conversations with our behavioral questionnaire Let your prospects and clients tell you what they believe, based off of our expertly-crafted behavioral questionnaire. Guide them to prioritize what they truly hold as values. Personalize reporting to client values Demonstrate the social + environmental impact of what your clients care about, and skip what......
New York, NY, United States
YourStake For Institution
Just the truth No opinions or estimations. Always compliant Transparency withstands all scrutiny. Full customization Personalize to align with your client's values. SMA construction Equip your analysts with all the data they need to customize SMAs for institutional clients according to their specific values. Direct custom indexing Leverage our APIs to power the ESG experience for your in-house Direct Custom......
Zurich, Switzerland
Yova
1. Sustainable investing, for a better world The time is ripe. Invest in companies that make a difference in topics you care about. Renewable energies, gender equality, transport of the future? You decide. 2. Your vision, our expertise From A to Z, your investment strategy is tailored to your needs and your values.......
relevant regions
Chicago, IL, United States
Zacks Professional Services
Zacks Professional Services understands the specialized needs of investment professionals. That’s why we have developed a complete suite of products that are sophisticated and powerful, yet so easy to use, you can achieve incredible results without a lot of wasted effort or time. At Zacks, we've championed independent research since 1978, when our founder, Len......
White Plains, NY, United States
Zephyr Portfolio Analytics
You need to constantly demonstrate your value in today’s competitive marketplace to show you are the investment professional of choice. Powerful web-based tools can help you make sound investment decisions and create compelling client presentations to deliver the advantage you need to build your business. That’s Zephyr - your smartest......
relevant regions
London, United Kingdom
αlchemist
αlchemist: At a glance The first advisory platform that truly empowers the decision maker Forward looking results Econometric methodologies Modular & user friendly interface Client input driven Infrastructure to extract ideas Superior platform Public markets Private markets 3rd party applications White label options New business opportunities Addressing bespoke client requests ...
relevant regions
Knowledge Resources
Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.
LoadingNo resultsshowing results
There were no results for your search.
,
Video Interviews
Videos
Podcasts & Webinars
