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Market & Business Infrastructure
While much of the front-end technology solutions and tools take the majority of the focus, no wealth management business could operate without the necessary ‘plumbing’ required to run their businesses. Our Market & Business Infrastructure business need category covers the technology services that support the financial markets needs of wealth managers such as settlement and messaging as well as their business needs such as cloud services, tools to manage their business, cyber tools and more. Our Market & Business Infrastructure business need is a diverse resource to support your discovery, understanding and engagement of the solutions and solution providers in this area.
- Total Solutions631
- Solution Providers336
- Knowledge Resources143
Featured Solutions
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
Meyrin, Switzerland
OLYMPIC Banking System - Core Banking
OLYMPIC Banking System helps you streamline and digitise complex processes from front to back office, unlocking your institution’s full growth potential. The solution covers for instance payments and remittances, loans and mortgages, savings and deposits as well as all required regulatory requirements....
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- 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
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
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
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
On-Cloud
Objectway Cloud service delivers the most complete and scalable wealth and asset management platform in the market, supporting over 100 clients with more than one trillion euros of AUM. Objectway Cloud solutions free clients from the need to manage all software, technology and infrastructure issues, enabling time and cost-saving, allowing to focus more......
Client type
Relevant Regions
London, United Kingdom
Technology
Objectwaysustained investment in technology ensures our clients all the flexibility and scalability they need. Analysts say we ‘combine the credibility of an established vendor to the innovation of a fintech’. An omni-channel approach weaves web, mobile, messaging and CRM technologies into a threaded whole that facilitates customer journeys through automation,......
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
La Jolla, CA, United States
Plumb Bill Pay
Personal bill pay made simple Outsource your personal bill payment needs to accounting experts and ensure that your bills are paid on time, every time. Using our secure personal bill pay services, your bills are monitored for discrepancies, tracked closely and reconciled accurately. By offloading your bill payments to trusted professionals,......
Client type
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
Relevant Regions
Sydney, NSW, Australia
Connect
Connect offers a simple and affordable solution to organize and protect your data whilst gaining compliance and saving you valuable time. Poor document filing wastes hours that busy financial planning firms just don’t have the time for. Time is money, and inefficient processes lead to substantial human resource costs. Connect lightens......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
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
London, United Kingdom
Wealth Operating Platform
The platform takes care of all the back end technology, infrastructure and processes to run the next generation of digital investment and retirement products, allowing you to focus on building the best customer experiences and attracting more assets. Our platform significantly reduces operational time and costs through extensive automation and......
Client type
Relevant Regions
All Solutions
Paris, France
20S
2OS is a no-code solution that helps companies from any sector to build high-impact applications. No-code allows non-technical profiles to create a business application alone, with a drag and drop logic, build relevant workflows that hit the point. The No-code platform is composed of 2 parts: an App-builder and an......
relevant regions
Leicester, United Kingdom
360 Accounts
It can then be finalised as a payment to either the corresponding adviser or introducer/business partner....
relevant regions
Leicester, United Kingdom
360 Office
360 Office addresses the challenges faced by financial intermediaries creating tools that allow principals, managers and administrators to support their forward-facing activities and manage their back-office operations....
relevant regions
Warrington, United Kingdom
Accelerators
Supercharge SAP® Operations and Migrations With Automation Accelerate operations and migrations for both ECC and S/4HANA to significantly reduce costs and increase efficiencies. We offer pre-built automation components to include SAP® interactions within your business processes. Augment and upskill your human talent by downloading specific SAP® competencies and knowledge to SS&C |......
relevant regions
Dublin, Ireland
Accounting Software for Financial Services
When it comes to managing your own organisation's financial position you need confidence that your provider of financial services accounting software meets all your demanding requirements. AccountsIQ will help you reduce costs, cut processing time and increase confidence amongst your stakeholders in the integrity of your financial statements. Modern accounting All the......
relevant regions
London, United Kingdom
Accounts
Type of ClearBank accounts Operating accounts Customer segregated accounts Client money accounts Multi-currency accounts ...
relevant regions
Harpenden, United Kingdom
Account Transfers
This may be in from other providers or out to them. The solution supports transferring a variety of wrappers, including ISAs, SIPPs and other pension products within the United Kingdom as well as general client portfolios. Client assets can either be transferred in-specie or encashed and paid over. Most asset classes......
relevant regions
Redwood City, CA, United States
Account Verification
Connect and Access Financial Accounts Verifying and authenticating your bank account while reducing risk is critical as digital banking needs and services rise exponentially. Account validation and verification from Envestnet | Yodlee happens in real-time without requiring micro-deposits, routing numbers, or bank account numbers. Plus, account linking is intuitive, fast, and......
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
St.Gallen, Switzerland
actesy Platform
actesy ExcelEasy actesy Excel Easy adds an audit trail to Excel, making changes traceable and version/reference comparisons as well as difference analysis possible. actesy ValEasy Automatic testing and validation of processes, data and logics including chain tests across multiple systems and subsequent automatically generated report. actesy Documents actesy Documents enables holistic comparisons of all text......
relevant regions
Immenstaad, Germany
ACTICO Compliance Solutions “Next Generation”
Software for Modern Compliance Management Banks, financial service providers and insurance companies must identify compliance risks at an early stage. Otherwise, the risk of fines and reputational damage increases. But this is not the only reason why compliance teams want to be on the safe side. Rising costs and a lack of skilled......
relevant regions
Immenstaad, Germany
ACTICO Platform
Technology that lets you make the right decisions, faster The ACTICO Platform contains everything you need from capturing and designing decision models, to testing and monitoring of automated decision-making across all your systems, workflows, and channels. It uniquely integrates artificial intelligence to further enhance decision quality and increase automation rates. Rule &......
relevant regions
London, United Kingdom
Actions
Increase acquisition Differentiate apps and services using API-enabled products to solve customer problems. Drive retention Hold customers time and attention by broadening the capabilities of your apps and services. Increase conversion Use the data you hold on customers to shorten onboarding journeys and make finance feel friction-free....
Reading, United Kingdom
Acumen 365
What are the benefits? Flexibility and scalability allow you to control your implementation. Cloud Management Scalability Improved Access User Experience No Migration SharePoint Reporting and Workflow Single sign-on ...
relevant regions
Athens, Greece
Acumen.plus
Acumen.plus is a completely open platform covering the entire spectrum of treasury and capital markets operations in real-time, across all inter-banking business and client segments. It allows each bank to deploy only the required functions in the most efficient way, offering a high degree of automation. Acumen.plus and its rich functionality......
relevant regions
New York, NY, United States
Adept Platform
Navigate rapidly evolving regulations Adept operationalizes laws, rules, and policies to advance compliance within existing systems. Droit continuously monitors regulatory and policy changes, updating its platform with each regulatory change or new interpretation. Act right with confidence The Adept platform provides clients with the consensus view as to how rules and regulations are......
relevant regions
Charlotte, NC, United States
Adhesion Wealth Platform
Why do leading investment advisors choose Adhesion? Because as an RIA-focused firm, Adhesion is the only integrated UMA platform with the flexibility to deliver your unique investment and business model. The Adhesion advantage Command and control your practice Set your clients’ investment strategy. Access leading vehicles, managers & strategists. Manage by exception with filters & alerts. Sophisticated......
relevant regions
Washington, DC, United States
Adlumin Platform
Platform Fundamentals Adlumin’s platform is based on three fundamental tenants including cost efficiency, ease-of-use, and simple integration. Using a cloud native, serverless architecture, Adlumin can control the resource-to-performance requirements for customers—a huge cost benefit for customers. Our security analytics platform uses artificial intelligence and machine learning to write its own rules,......
relevant regions
San Jose, CA, United States
Advanced Analytics
Smart insights through data analytics Advanced analytics and data science play a critical role in redefining customer interactions. We help our clients predict customer needs and deliver on expectations. We deliver enhanced profitability and cost optimization through effective data analysis and a three-pronged approach that helps clients preempt black swan events.......
relevant regions
San Francisco, United States
Advanced Services
DeFi Governance We govern and regulate your DeFi protocols through participating in the required multisig approval mechanism. Asset Digitization Create digital representations of your assets under a custodial structure without technical knowledge required. KYC & AML Inspect received data with multiple powerful databases to comply with regulatory requirements....
Windsor, CT, United States
Advent Revenue Center
Advent Revenue Center is the comprehensive solution for streamlining billing and revenue management workflows. Specifically designed for investment managers who charge fees based on portfolio valuations, it helps firms define and manage complex fee structures, automate the production of invoices and debit letters, and generate forecasts and reports. Advent Revenue Center helps......
relevant regions
London, United Kingdom
Aggregation
Beyond Open Banking Access the data you need from Open Banking and non-PSD2 sources in a single, easy to use format. Help customers manage their money Get a full, financial overview from a customer's accounts to simplify the complex process of financial management. Increase transparency, reduce risk Get accurate and verified data to reduce risk,......
London, United Kingdom
AgilityPortal
AgilityPortal serves as a comprehensive people platform designed to revamp your workforce. Its purpose is to actively involve your workforce in connecting, communicating, and collaborating with fellow employees. On average, employees devote approximately 30 percent of their workweek to email management and nearly 20 percent searching for internal information across disparate......
relevant regions
Utrecht, Netherlands
AI Driven Search
Knowledge management and staff training can be a time consuming and costly process that is inefficient for the modern, distributed workforce. Using best practices for data utilisation and powerful technology such as Natural Language Processing (NLP) and Neural Networks (NN), we have created a solution that finds your structured and......
relevant regions
New York, NY, United States
AiRE Platform
What we offer RFA AiRE with AI Reinforcement Powered by behavioral analysis, machine learning (“ML”), contextual threat intelligence and artificial intelligence (“AI”) capabilities with workflow automation, the RFA AiRE provides all-inclusive anomaly detection across multiple networks and identity management systems that facilitate real-time risk containment 24/7/365. Seceon aiSIEM™ The award-winning, industry leading adaptive and......
relevant regions
Zurich, Switzerland
Algorithmic Trading Software
120+ buy- and sell-side institutional clients 150+ custom client strategies successfully built and deployed 1 million+ crypto, digital and traditional instruments supported Our Algorithmic Trading Software Covers the Entire Lifecycle Wyden's end-to-end algorithmic trading software with automated trade signal generation and algorithmic order execution. Design Back test Optimize Execute ...
relevant regions
Ridgefield Park, NJ, United States
AlgoSec Security Management Solution
Managing your network security policy across on-premise firewalls and cloud security controls is a delicate balancing act. On the one hand you need to reduce risk by minimizing the attack surface, on the other hand you must enable productivity by provisioning connectivity for your critical business applications. However, network security......
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
Madrid, Spain
Allfunds Blockchain
By leveraging the power of blockchain technology, we can provide you with a secure and reliable platform offering improved performance, scalability, and cost savings, while also providing enhanced security for your operations....
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
Seattle, WA, United States
Amazon EC2
Amazon EC2’s simple web service interface allows you to obtain and configure capacity with minimal friction. It provides you with complete control of your computing resources and lets you run on Amazon’s proven computing environment. Amazon EC2 reduces the time required to obtain and boot new server instances to minutes,......
relevant regions
Seattle, WA, United States
Amazon EMR
Amazon EMR provides a managed Hadoop framework that makes it easy, fast, and cost-effective to process vast amounts of data across dynamically scalable Amazon EC2 instances. You can also run other popular distributed frameworks such as Apache Spark, HBase, Presto, and Flink in EMR, and interact with data in other AWS data stores such as......
relevant regions
Sydney, NSW, Australia
AML Accelerate
Money laundering and terrorism financing laws apply to millions of organisations of all sizes across different industry sectors and geographies. Complying with increasing regulations can be complex and costly…until now. AML Accelerate simplifies the AML risk assessment process in 5 steps which can lead to saving time and resources spent......
relevant regions
Scottsdale, AZ, United States
Amplify Platform
Innovation just got faster Axway AMPLIFY provides the critical hybrid integration capabilities to speed the discovery, use and deployment of new integrations. Remove the integration roadblocks that are slowing down your customer experience and digital transformation initiatives. Application integration Build faster with prebuilt application connections. API management Build and manage APIs to challenge business disruptors......
relevant regions
Mountain View, CA, United States
Android Enterprise
Why Android for your business? Android powers a mobile, connected workforce, with multiple layers of security, comprehensive management and a range of devices to fit any job. Put the best of Android to work Android Enterprise Recommended, a Google-led program raises the bar of excellence for enterprise devices and services. The program establishes best practices......
relevant regions
London, United Kingdom
Anolis System
WBS’ experienced team has worked closely with expert software developers to create a new integrated system, the Anolis System, that caters to funds and direct investments, as well as providing optimal straight-through processing and strong internet and messaging capabilities to connect to our B2B client platforms. Clients can access our......
San Francisco, CA, United States
Anypoint Platform
Succeed in Open Banking and build innovative customer experiences with MuleSoft, trusted by three of the top five global banks. Develop - Design and build APIs and integrations at lightning speed Use reusable assets to build APIs and integrations with clicks or code — whether it is through a web interface or desktop IDE. Transform......
relevant regions
Hamilton, Bermuda
Apex Digital Banking Platform
We provide an agile and responsive banking services to our clients through our subsidiary European Depositary Bank. Strong partnerships with leading foreign exchange services providers Velocity Trade and Monex Europe Markets gives you access to the best FX rates. Our unrivaled single-source solution includes a pioneering digital corporate banking platform......
relevant regions
Princeton, NJ, United States
API Integration
The missing piece to digital transformation Plenty of solutions offer API creation, integration and management. But Openlegacy handles the hardest part - creating APIs or serverless functions from complex legacy systems. With digital-driven integration, you can leverage your legacy systems to deliver new digital innovations - both on-premise and in the cloud.......
relevant regions
Singapore, Singapore
New York, NY, United States
APIs
Why? Provide advisors and traders a materially better trading tool and experience by integrating trading directly into the advisors main desktop Broaden investment product offerings with advanced portfolio management, order management functionality and trading network Connect critical applications together with a centralized data source providing up-to-date information to advisors and traders Build with Us Our......
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
Vienna, Austria
Application Service Providing (ASP)
Working in partnership with two of Europe’s most modern data centres, CPB SOFTWARE runs your business-critical services from two independent locations for maximum reliability. High availability – covering everything from connectivity to equipment housing and managed services – also includes the option of transferring responsibility for specific systems or applications to......
Maynooth, Ireland
AQMetrics Platform
Our Platform The AQMetrics online platform seamlessly automates all of your risk, compliance and regulatory reporting needs. To find out more, click below to download our platform datasheet below. Why the AQMetrics Platform? Forward-thinking financial firms use the AQMetrics technology platform for end-to-end automation. Our platform automates your existing and emerging regulatory needs......
relevant regions
Cambridge, United Kingdom
ARIC™ Risk Hub
ARIC Risk Hub offers 7 machine learning solutions for fraud and Anti-Money Laundering analysts to spot suspicious activity and prioritize alerts with explainable anomaly detection. At the same time, ARIC Risk Hub recognizes genuine customers without blocking their activity, reducing friction. Working as a technology partner to the financial services industry,......
relevant regions
Sydney, NSW, Australia
ArmorVox Core Engine
Auraya's Core Engine ArmorVox is the next generation voice biometric engine developed by Auraya that provides a full suite of voice biometric capabilities in telephony and digital channels. ArmorVox helps streamline and improve customer experience and information security. It can be securely deployed via the cloud or through an on-premise deployment.......
relevant regions
New York, NY, United States
Asset Management Cloud Software
Maximize deal flow Better focus your time, and review more deals, by tracking and managing all pipeline and investment activity from one single, easy to use dashboard. Take total portfolio control Manage client holdings, commissions and more across different asset classes – including alternatives, mutual funds and credit – to simplify workflows and......
relevant regions
Davidson, NC, United States
Asset Movement Solution
With pressure to manage costs, improve service levels and respond to rapidly changing regulatory demands, firms are turning to automation for the critical task of client money movement processing. IFS’s Asset Movement Solution enables advisor or investor-initiated transactions to be processed quickly and efficiently. Backed by an intelligent business process and......
Paris, France
Asset Servicing
As providers of financial, admin and technical services, we understand that our clients’ requests are time sensitive . That is why we commit to being proactive without ever compromising on quality. And because each need is specific, we aim to design innovative and customize solutions. We constantly invest in our......
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
Morrisville, NC, United States
AtlasFive®
By harnessing the power of automation, best-in-class cybersecurity and advanced data governance – coupled with unmatched domain expertise – we guide you through the complex, inevitable progression to the next generation of wealth management software. Our platform sets the industry standard for best practices and ensures your office is up-to-date......
relevant regions
King of Prussia, PA, United States
Attunity Replicate®
Attunity Replicate empowers organizations to accelerate data replication, ingestion and streaming across a wide variety of heterogeneous databases, data warehouses, and big data platforms. Used by hundreds of enterprises worldwide, Attunity Replicate moves your data easily, securely and efficiently with minimal operational impact. Universal data availability Replicate, synchronize, distribute, consolidate and ingest......
London, United Kingdom
AUM Reporting & Analytics
We have taken market leading IBM Analytics software and pre-coded it to allow central functions to monitor investment performance, net flows or yield across multiple business structures. Our plug-in reporting and analytics solution can sit downstream of any core platform. AUM data is aggregated across platforms, whilst control checks ensure......
relevant regions
Milpitas, CA, United States
AUTOMATE
What are the Benefits of the JIFFY.ai Automation Platform? Scale business processes as you grow. Easier. Design automation applications for any complex enterprise processes with JIFFY.ai AUTOMATE's simple drag-and-drop UI; implement, manage, and monitor processes using its analytic capabilities. Achieve sustainable ROI for automation. Faster. Get the best out of RPA, ML, OCR and AI......
relevant regions
Lisbon, Portugal
Automated Trading Software
Our experienced team of software developers brings together extensive industry knowledge and cutting-edge technology to build your software from scratch. We provide tailor-made solutions that align with your unique trading strategies, needs, and goals. With our robust and intuitive automated trading systems, you gain superior control, enhanced efficiency, and unparalleled......
relevant regions
Warrington, United Kingdom
Automation Lifecycle Management
Automation Lifecycle Management is a scalable operating model for enterprise ready automations that uses the power of Wireframer and reusable templates to help you design better quality automations quickly, while simplifying complex and time-consuming process definition activities. Toolkit for quality automations - Take advantage of best practices from our dedicated automation designers......
relevant regions
El Segundo, CA, United States
Automation Services
Manual processes in the middle offices and back offices have plagued investment firms for years. These monotonous workflows are prone to human error, whether it’s bad data as a result of typos or a bored and wandering mind that pays little attention to details needed for reliable reporting. The errors, the wasted......
relevant regions
Somerville, MA, United States
Autopsy
It is extensible and comes with features that include keyword search, hash matching, registry analysis, web analytics, and more. BasisTech provides training, commercial support, and add-on modules....
Zurich, Switzerland
Avaloq Banking Suite
Delivered as SaaS or for on-premises deployment, Avaloq offers a fully digital front-to-back platform that consists of a complete set of integrated end-to-end software modules that address the broadest set of banking needs from payments to complex structured products. Using a single unified data model across the platform, ensuring data consistency......
relevant regions
Zurich, Switzerland
Avaloq BPaaS
For banks looking to fully optimize their back-office operations efficiently and allow their own team to focus on improving client engagement and creating new products and services, Avaloq offers the combination of an as-a-Service software together with a fully outsourced back-office, staffed by a highly experienced and proven team based......
relevant regions
Zurich, Switzerland
Avaloq Wealth
Available to run in conjunction with any core banking platform, Avaloq Wealth allows financial institutions to efficiently grow across multiple jurisdictions, cater to demanding wealth clients at scale, and to facilitate a quick time-to-market for new offerings thanks to its API first approach. It covers the end-to-end investment process, from client......
relevant regions
Seattle, WA, United States
AWS Batch
AWS Batch enables developers, scientists, and engineers to easily and efficiently run hundreds of thousands of batch computing jobs on AWS. AWS Batch dynamically provisions the optimal quantity and type of compute resources (e.g., CPU or memory optimized instances) based on the volume and specific resource requirements of the batch......
relevant regions
Seattle, WA, United States
AWS Cloud Storage
Cloud storage is a critical component of cloud computing, holding the information used by applications. Big data analytics, data warehouses, Internet of Things, databases, and backup and archive applications all rely on some form of data storage architecture. Cloud storage is typically more reliable, scalable, and secure than traditional on-premises......
relevant regions
Seattle, WA, United States
AWS Data Lakes & Analytics
AWS delivers an integrated suite of services that provide everything needed to quickly and easily build and manage a data lake for analytics. AWS-powered data lakes can handle the scale, agility, and flexibility required to combine different types of data and analytics approaches to gain deeper insights, in ways that......
relevant regions
Seattle, WA, United States
AWS Global Infrastructure
Why cloud infrastructure matters Companies around the world are moving to a cloud-based infrastructure to increase IT agility, gain unlimited scalability, improve reliability, and lower costs. They want the flexibility to expand their operations at a rapid pace without worrying about setting up new IT infrastructure. They want to enhance their......
relevant regions
Seattle, WA, United States
AWS Machine Learning
AWS has the broadest and deepest set of machine learning and AI services for your business. On behalf of our customers, we are focused on solving some of the toughest challenges that hold back machine learning from being in the hands of every developer. You can choose from pre-trained AI services for......
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
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
Hong Kong, Hong Kong
Babel Mining
Mining Pool Babel Mining Pool currently focuses on Bitcoin and Ethereum mining services. By leveraging Babel Finance’s proven capabilities in financial services, Babel Mining Pool is dedicated to be the first mining pool equipped with professional financial services. Mining Farm Babel Finance has established solid mining facilities with sufficient power supply globally. We......
relevant regions
Chicago, IL, United States
Backstop Investor Portal
Provide transparency to your investors effortlessly through the Backstop Portal – a secure, branded web-based reporting portal created with your privacy and compliance needs in mind. Benefits Provide investors with secure online access to fund and account information Discourage the redistribution of confidential information from your site with PDF Watermarking Track page views and......
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
London, United Kingdom
Backup
Efficiently, securely, and successfully backing up your data is one of the most important services that Lanware provides. We’ve invested heavily to ensure our service is reliable, compliant, and allows you to meet regulatory requirements like being able to access backups without Lanware involvement. Across our high performance infrastructure, we can......
Munich, Germany
Banking as a Service
Customers expect financial services at those touchpoints, where they hang out online: in their apps, online portals and e-commerce shops. ndgit Banking as as Service opens your systems for complementary digital channels to jointly win new customers and revenue sources. ndgit’s flexible open finance platform enables you to offer your services......
relevant regions
Berlin, Germany
Banking-as-a-Service
Fully branded and licensed No matter whether you are creating a solution for businesses or consumers, our APIs empower you to offer digital bank accounts with an array of engaging features. All of our APIs are white-labeled, so you can embed our banking features into your product environment with your branding.......
relevant regions
Zurich, Switzerland
Banking-as-a-Service (BaaS)
The benefits of utilizing BaaS: Boost sales and volumes: Reach an additional client base and reduce client acquisition costs. Lower average costs: Utilize excess capacity efficiently and reduce costs through volume growth. Grow profits: Achieve 3x higher Return on Equity (ROE) and increase profit channels. Embed into context-relevant user journeys With additiv’s DFS® platform, financial......
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
New York, NY, United States
Beacon Platform
Capital Markets Have Demanding Requirements. We Exceed Them. Beacon Platform is our core product offering that combines Beacon Cloud, Developer Tools, and Financial Frameworks, and it is the baseline for all product packages. Our product packages offer bundled features and functionality, purpose-built to accelerate capital markets use cases. Powered by Beacon Cloud, each of......
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
Omaha, NE, United States
Billing
Streamline your billing operations Manage your cash flow on your terms Take control of your cash flow with the flexibility to bill in arrears or in advance, and valued by average daily balance or period ending. Work smarter, not hard to bill accurately Review critical information, like missing fee and payout schedules, to make......
relevant regions
Boston, MA, United States
Billing
Key Features Automated billing Automated invoice delivery Bill on held-away assets Customizable invoices Flexible setup Multi-custodial Billing alerts Multi-advisor payouts Full-service onboarding ...
relevant regions
San Francisco, CA, United States
Billing
Integrate and iterate quickly Start collecting one-time or recurring payments via card, bank transfers and other popular payment methods instantly. Test and roll out changes via our API or directly in the Dashboard. Support any billing model Flexible billing logic for everything from per-seat pricing to metered billing out of the box. Support......
relevant regions
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
Lisbon, Portugal
Blockchain & Crypto
With a deep understanding of decentralized technologies, smart contracts, and cryptographic protocols, we deliver tailored solutions that harness the power of blockchain for enhanced security, transparency, and efficiency. Trust our expertise to build innovative blockchain-based applications, cryptocurrency exchanges, and tokenization platforms that drive your business forward in the digital economy. Components Leveraging......
relevant regions
London, United Kingdom
London, United Kingdom
Hamburg, Germany
BOX Messaging Hub
BOX has comprehensive functionality for back-office integration, manual message processing, warehouse, and archiving. Fully integrated with the customer’s choice of infrastructure, the solution is based on a robust and format independent engine. BOX includes a flexible workflow engine for file/message management and orchestration – including routing, exception handling and interoperability with......
Stavanger, Norway
Brokerage as a Service
The software, technology and expertise which provide all you need to quickly launch or transform an investment product Connect to global fund networks and financial exchanges to offer multi-asset investing solutions Automate and scale your entire operation with our powerful investment management system Outsource operations to our team of experts and focus more......
relevant regions
London, United Kingdom
Broker Software
Run your business more efficiently finova’s suite of mortgage software provides everything you need to run your broker business efficiently and serve more customers better and quicker than ever. No matter what kind of broker you are, the suite of software can be tailored to your specific needs: Directly Authorised mortgage broker Appointed representatives Networks In-house......
relevant regions
Dublin, Ireland
BSO Cloud
Structured for success BSO Cloud combines physical products with highly specialised consulting and managed services, giving our customers the optimal cloud experience whatever their industry. Great cloud services underpin great applications Optimise your cloud environment to meet your technical and business objectives. BSO Cloud makes cloud effortless through our collaborative approach to building......
relevant regions
Dublin, Ireland
BSO Hosting
Our data centres suites are purpose built to high specification with guaranteed 99.99% availability and consolidated SLAs, simplifying your global IT management and growth plans. Quarter rack, full rack or bespoke build - our range of offerings let you scale at your own pace....
relevant regions
Dublin, Ireland
BSO Managed services
BSO customers love our managed services and our passionate, experienced and highly skilled engineers are ready for your next project. Reduce the strain on your people and increase network, cloud and infrastructure efficiency with BSO Plus....
relevant regions
Dublin, Ireland
BSO Network
Our network encompasses 240+ data centres across 33 countries, 40+ cloud on-ramps, is integrated with all major public cloud providers and connects to 75+ on-net internet exchanges and 30+ stock exchanges. Your data is hosted closer to customers, reducing latency and creating an unrivalled user experience....
relevant regions
Hong Kong, China
Build your Own
World-leading fintechs, banks, corporate services providers and other regulated organisations worldwide have already designed and implemented bespoke KYC and KYB processes for their business with our modular compliance solution. Let us show you how easy it is to combine our KYC modules to create the compliance solution that perfectly fits your......
relevant regions
Portland, OR, United States
Business Solutions
The tools you need to conduct business successfully Consolidate all Business Solutions, powered by Intermedia, under a single provider for ease of installation, setup and support. Seamless integration with the Smarsh platform provides a best-in-class solution that drives efficiency for your business. The benefits of a one-stop shop IT from a single source......
relevant regions
Paris, France
Capgemini Customer Data Hub
Today, customers are hyperconnected and have a wide range of needs, preferences and choices. They want their brands to provide meaningful and personal interactions with contextual messages at the right time. Customer communities act as influencers to recommend and influence buying decisions. In order to gain competitive advantage, organizations must......
relevant regions
Paris, France
Capgemini PSD2 Open Banking Solution
PSD2: A blessing or a curse for european bankers? PSD2 affects every part of the payment value chain, especially those with high innovation potential such as acquisition. Among the impacts, banks must provide third parties with controlled account access. This brings disintermediation risk and lowers the barriers to entry for new......
relevant regions
London, United Kingdom
Capita Automation Solutions
We provide a wide range of automation software to streamline your processes. Our One Revenues and Benefits service allows claimants to apply online and get an instant response to their benefit entitlements. Proclaim Process Management software helps legal and other professionals with document, time and risk management. Our income management software gives clients automated invoicing......
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
San Francisco, CA, United States
CapitalWorks
DeVoe CapitalWorks™ is a platform that helps RIAs secure capital. We’ll help you understand your financing options, assess which of 30+ options is best for you, and introduce you to one or more providers based on your situation. Today’s lending and capital options have mushroomed to include conventional loans, SBA loans,......
relevant regions
Warrington, United Kingdom
Capture
Intelligently capture process details On a single platform, Capture combines task extraction and computer vision to produce a Process Definition Document. You can reduce overall process development time further thanks to Capture's ability to create a Blue Prism process release file based on the initial process recording. This file contains everything a......
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
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......
Boston, MA, United States
Central
Automate routine tasks and drive key business growth Internal IT teams Do more in less time with fast, reliable remote access on iOS & Android, software updates that don't interrupt end users, and inventory reports to keep your IT team organized. Managed service providers Keep your business – and your customers – up and running with......
London, United Kingdom
Cerberus
Simple, intuitive and logical to use, Cerberus is our solution for the SMCR: Delegation and oversight –clearly shows what responsibilities individuals have accepted, evidence of meeting those responsibilities and when they have been met; Governance–shows overall governance committee structure and management responsibilities map; Evidence–demonstrates how reasonable steps and statutory responsibilities are being met (allows inclusion of attachments and commentary); Assurance–built in activity log......
relevant regions
Zurich, Switzerland
Certifaction for Financial Services
Tax returns Financial statements Client contracts How your business can benefit Here is how to supercharge your Financial Service business. Digitize and speed up your signature process Drastically improve the signing experience Stay compliant – and private Verify your documents – even when printed ...
relevant regions
Geneva, Switzerland
CertifyID TrustCenter
CertifyID TrustCenter Service allows organizations to deploy a corporate PKI or CA under the WISeKey Root CA, integrated in our Trust Model and therefore inheriting instantly the recognition and accreditation. The WISeKey Root Certificate is already distributed in all operating systems, browsers, and mobile devices, and therefore the corporate services would......
London, United Kingdom
Certua
Now work with us to configure a unique proposition that takes your business to another level by combining products and services from our partners with your data asset on our operating system, allowing you to differentiate and acquire customers, and grow revenues and margins while minimising costs and capital outlay. Choose......
relevant regions
Zurich, Switzerland
Channel Suite
The platform for digitalizing your customer relationships quickly, easily, and efficiently. Differentiate yourself from the competition with tailor-made solutions. ti&m places great importance on identifying trends and leveraging them for our clients. Always up to date, we have recognized the trend to digitize the customer interface from the beginning. In response, we have......
relevant regions
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
Milan, Italy
CheckSig
Transparency We reject security-by-obscurity in favor of an extremely auditable process. Our main solution is based on a public open standard protocol Our protocol is subject to peer review We provide periodic proof-of-reserve blockchain transactions Two-level solution Frozen Wallet: where the bulk of funds under custody are stored long term. Funds in the frozen wallet......
relevant regions
Warrington, United Kingdom
Chorus
What is Chorus? A comprehensive business process management suite including digital process automation, case management, omni-channel interactions and operational analytics. Chorus helps organizations build agile, intelligent operations that deliver better business outcomes. Work orchestration - Chorus helps improve internal interaction within your organization and external interaction with customers by orchestrating people, systems, and data.......
relevant regions
Fort Lauderdale, FL, United States
Citrix Analytics
Citrix analytics solutions allow organizations to detect and deflect potential threats, and to quickly address performance issues—long before security incidents occur or employees begin to submit help desk tickets. Machine learning and artificial intelligence are used to provide real-time insights into user behavior, and to automate the process of preventing......
relevant regions
Fort Lauderdale, FL, United States
Citrix Secure Access
Citrix secure access solutions address one of the biggest security challenges facing enterprises today: As the workforce becomes more distributed, and as more business applications are delivered from the cloud, many traditional security architectures are proving to be inadequate. On the one hand, remote employees need fast, easy access to......
relevant regions
Fort Lauderdale, FL, United States
Citrix Unified Endpoint Management
Citrix unified endpoint management solutions provide companies with a simple way to manage the ever-increasing array of user endpoints and to ensure employees can securely work from any device. With the sheer volume of endpoint options continuing to rise, these services are becoming increasingly important. They can help IT streamline......
relevant regions
Fort Lauderdale, FL, United States
Citrix Workspace
Power a smarter, more flexible way to work You hired the best. Let them be their best. Redefine what it means to work better with Citrix Workspace. Increase employee engagement and productivity through simpler IT Simplify the way you manage and secure apps, devices, users, and networks so you can deliver the best......
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
Gilbert, AZ, United States
cleverDome
The cleverDome Solution is based on a revolutionary new structure which works as the "Dome". In a traditional network data jumps between edges and public internet servers. But under the Dome, data goes through a specially configured cloud directly to the destination point using real military grade cyber security. It’s a new......
London, United Kingdom
Client Screening
Napier’s Client Screening solution helps financial institutions fulfil compliance obligations with on-going large-scale screening and re-screening capabilities to give significant operational efficiencies. Our solution was developed to address the need for a simple, cost effective screening solution which can scale with a business's policy requirements. Napier’s Client Screening combines best-in-class technology with......
relevant regions
Boston, MA, United States
ClientWorks
A comprehensive, integrated platform ClientWorks is our comprehensive advisor platform designed — and continually refined — to help you run your business more efficiently. This intuitive system offers a single location to access all client account types, access data, and process business. ClientWorks includes tools for account opening, client management, trading, and......
relevant regions
San Francisco, CA, United States
Climate
Enrol in one minute Contribute a fraction of your company’s revenue to fund frontier carbon removal technologies right from your dashboard in just a few clicks. Fund frontier carbon removal We direct 100% of your contribution to carbon removal. Our scientific advisors help maximise the long-term impact, and we allocate your contribution the......
relevant regions
San Francisco, CA, United States
Cloud
Whether they are worried about timely regulatory reporting, reduced execution time windows and increased frequency, or reacting to the latest market-driven change, Adenza’s SaaS offerings deliver: unparalleled security, operational risk mitigation, agility, continuous innovation for optimized TCO, and a superior end-user experience. CapCloud – Move to SaaS: Keep the flexibility, not the......
relevant regions
Utrecht, Netherlands
Cloud
Go to the Cloud Modernisation & cloud migration Cloud optimisation Cloud architecture and solution design Azure services and solutions AWS services and solutions ...
relevant regions
London, United Kingdom
Cloud Archive
Mimecast Cloud Archive has long set the industry standard for enterprise information archiving, helping to keep corporate knowledge available, protecting and preserving it while simplifying management and administration. By aggregating data across multiple platforms, organizations gain long-term business insights and create a secure, digital corporate memory while at the same time......
London, United Kingdom
Cloud, Data Centre & Hosting Services
ITC’s investment partner C5 Capital are AWS’s only private equity joint venture partner in EMEA and this relationship has allowed ITC to gain traction in the AWS partnership which we believe is now symbiotic. Our unique offering enables companies on a journey to embrace the cloud to do it securely,......
Santa Clara, CA, United States
Cloudera Enterprise Data Cloud
Whether you're focused on consumer or commercial banking, wealth management or capital markets, or all of the above, it’s all about relationships. You’ve got to find, secure, and deepen relationships while lowering risk and assuring compliance. Make your customers feel like you know them. Connect with them in the channel......
relevant regions
Redwood City, CA, United States
Cloud Infrastructure Solutions
Whether you're a multinational corporation implementing virtualized desktops for employees, or a SaaS provider migrating from an all-public to a hybrid cloud infrastructure, you’ll benefit from the dense interconnections available inside Equinix. You'll also benefit by distributing your data centers across different regions to ensure high availability of services and......
relevant regions
Greenwich, CT, United States
Cloud Services
Our customized CloudSuite platform We will challenge the way you think about the cloud to ensure the right configuration and overall cloud strategy to best serve your desired business needs, today and tomorrow. Private-only platform: High performance. High availability. Ultra secure. We’re the only provider that offers a hosted IT platform that’s built......
relevant regions
Gliwice, Poland
Cloud Services
Scalable, optimised and safe We are a tech company with 22 years of experience in creating software solutions. We have developed various, highly valuable cloud solutions including the ones related to data. Choose global cloud infrastructure and enjoy your product being used by customers from all over the world. All in a secure......
relevant regions
New York, NY, United States
Cloud Services
What we offer RFA Financial Cloud The RFA Financial Cloud platform provides on-demand, secure hosted infrastructure. It is a dedicated, virtual Infrastructure-as-a-Solution (IaaS) offering that helps private equity and hedge funds, allocators, wealth managers and others move all applications and data from on-site servers to a fully-hosted facility. The RFA Financial Cloud......
relevant regions
San Jose, CA, United States
Cloud Transformation
Build a hyper-scale technology backbone with Zensar`s Cloud Services. Start your cloud journey right Enable an intelligent infrastructure that complements your unique business and allows you to migrate your business to the cloud while minimizing the total cost and manage it round-the-clock. Migrate seamlessly, successfully, and securely Ensure secure migration using next-gen cloud security solutions......
relevant regions
Basel, Switzerland
Co-Browsing
Co-browsing technology allows a customer service advisor to join customers in their browsing sessions, interacting and collaborating with them in real time. Together, customer and advisor can simultaneously browse the web, an online application, or a document, and advisors can guide customers through difficult processes and offer specific and customized......
relevant regions
Fort Worth, TX, United States
Codefi
Digitize Assets and Financial Instruments Unlock greater liquidity, access a broader investor base, reduce the costs of capital, and streamline global transactions with tokenized assets and financial products. Launch Decentralized Networks Grow faster, safeguard privacy, and eliminate single points of failure by activating decentralized networks. We offer facilitated network launches, protocol management, access......
relevant regions
Schwerzenbach, Switzerland
Cofex Access Services
With our Access Services, we offer everything you need to protect your Internet connection against unauthorized access and for authorized access to your data from outside in two basic modules and extensions. The products from certified manufacturers used for this purpose are administered and actively monitored by us. In this way we......
relevant regions
Schwerzenbach, Switzerland
Cofex Backup Services
The professional backup of operationally relevant data is absolutely necessary for every company. In addition to backup, storage in a safe place and the ability to restore data at any time are key requirements. Cofex Backup Services (CBS) offer various options for automatically and reliably backing up data, storing it in our......
relevant regions
Schwerzenbach, Switzerland
Cofex Business Data
With the simply designed control panel, you as the administrator fully control your data and access authorizations. Employees and business partners can access current data at any time via desktop, web or mobile app. Regardless of whether you use Cofex Business Data Services for file sharing, synchronization or data storage, the Cofex......
relevant regions
Schwerzenbach, Switzerland
Cofex Document Management Services
For the flood of paper external asset managers receive from banks, we offer the possibility of reading the bank documents, which are available digitally, directly into a legally compliant archiving system. This process is fully automatic. As a customer, you can then access these documents at any time. Of course, non-digital documents can......
relevant regions
Schwerzenbach, Switzerland
Cofex Email Services
We fully cover this basic needs with our business mail services. Redundant servers in our data centers ensure that all your e-mails are received and sent smoothly. At the same time, multi-level filters working on it ensure that unnecessary mass mails (spam) and malware (viruses, Trojans, etc.) are stopped and do not......
relevant regions
Schwerzenbach, Switzerland
Cofex Operations Services
Surveillance as a term certainly has a negative touch these days. With our service, however, we want to help you not to lose valuable time for your normal work processes due to IT problems (hardware or software). The magic word is so-called proactive monitoring with the aim of identifying problems at an......
relevant regions
London, United Kingdom
Cognitiv+ GrayBox
GrayBox is the Cognitiv+ solution that allows data scientists to build Deep Learning models in a fraction of the time than with traditional data science methods, in 3 easy steps. Annotate Cognitiv+ web-based annotator system allows the user to upload documents in many formats, make them machine-readable and annotate them through an......
relevant regions
London, United Kingdom
Cognitiv+ Review Platform
Cognitiv+’s machine learning technology can analyse your documents and provide you with actionable insights. Through the artificial intelligence-powered Review Platform you can automatically review, identify and extract key provisions and obligations from all your corporate and legal documents. Whether outsourcing a compliance audit, merger & acquisition due diligence or day to day......
relevant regions
Teaneck, NJ, United States
Cognizant Core Platform Modernization
Modernizing core operating platforms is a critical first step in digital transformation. Your organization gains improved decision support for the front office as well as functions such as credit, compliance and risk. Improve straight through processing (STP) rates and operational efficiencies. Most important, the streamlined, enriched data supply chain becomes......
relevant regions
United States
Coinbase Cloud
A full suite of blockchain development services Coinbase Cloud provides APIs, services and SDKs across a breadth of primitives. Wallets Staking Payments Identity Trading Secure staking across 15+ networks Leverage our decade of crypto experience to provide end users with reliable staking solutions. We serve security-minded custodians, exchanges, fintechs, dapps, and wallets on Ethereum, Solana, and many other......
relevant regions
Lake Success, NY, United States
COLLATE
Generate a clear view of your banking book collateral. COLLATE makes it easy to aggregate and standardize collateral data, helping to streamline workflows across the entire credit lifecycle. Empower decision makers and client-facing teams with the real-time intelligence they need to see and understand the big picture. Compliance reporting accuracy......
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
New York, NY, United States
Collibra Data Catalog
Democratize data Data catalog defined Collibra Data Catalog empowers business users to quickly discover and understand data that matters so they can generate impactful insights that drive business value. Leveraging Collibra’s industry-leading governance capabilities, Collibra Data Catalog ensures Data Citizens always have access to the most trusted data available. Benefit from an enterprise......
relevant regions
New York, NY, United States
Collibra Data Governance
Data governance Understanding data governance Questions around data’s quality and relevance are increasingly difficult for modern enterprises to answer. Collibra Data Governance helps organizations understand their ever-growing amounts of data in a way that scales with growth and change, so that teams can trust and use their data to improve their business. The......
relevant regions
New York, NY, United States
Collibra Data Intelligence Cloud
Revenue growth Customer acquisition, product innovation, promotion analysis and pricing optimization. Operational efficiency Supply chain optimization, production inventory efficiency, marketing and sales efficiency, service optimization. Risk mitigation Data privacy compliance, PI data discovery, policy enforcement, vendor risk management. Data modernization 3rd party data sourcing, data lake optimization, report/system consolidation, reference data management. Collibra Data Intelligence Cloud Import all of your data......
relevant regions
New York, NY, United States
Collibra Data Lineage
Enriched context Drive confidence and trust in your data Data lineage reveals how data transforms through its life cycle across interactions with systems, applications, APIs and reports. Collibra Data Lineage automatically maps relationships between data to show how data flows from system to system and how data sets are built, aggregated, sourced......
relevant regions
New York, NY, United States
Collibra Data Privacy
CCPA and GDPR compliance Operationalizing data privacy Collibra delivers privacy from a Data Intelligent foundation that centralizes, automates and guides privacy workflows. Privacy by design is embedded into a single platform, enabling teams across departments to collaborate and operationalize privacy. By awakening the value of data, Collibra accelerates an organization’s ability to......
relevant regions
New York, NY, United States
Collibra Data Quality
Predictive, continuous, self-service data quality Data teams are often constrained by manual rule writing and management, with limited data connectivity and a siloed view of data quality. With predictive, continuous and self-service data quality, organizations can centralize and automate data quality workflows to gain better control over their end-to-end data pipelines......
relevant regions
New York, NY, United States
Collibra Platform
Discover the benefits of the Collibra Platform The Collibra Platform empowers enterprises to find meaning in their data and improve the quality of business decisions. On one shared platform, both IT and business users can collaborate to create a data-driven organization using the suite of Collibra products. Open, scalable platform for a robust data......
Melbourne, VIC, Australia
CommPay
Efficient and accurate management of revenue streams can be difficult and time-consuming when you don’t have the right tools. If you're looking for flexible and powerful software, offering end-to-end support for effective revenue management, look no further than CommPay. CommPay effortlessly streamlines and automates all areas of your revenue management,......
relevant regions
Portland, OR, United States
Communications Intelligence Platform
Maximize the value of your communications data The Smarsh Communications Intelligence Platform is a unified, cloud-native solution designed to future-proof enterprise communications data strategies. Gain new insights using best-in-class technologies, including elastic compute, natural language processing, machine learning and artificial intelligence. Solutions for all your data needs Solutions in the Communications Intelligence Platform......
Melbourne, FL, United States
Community
We've Built the Perfect Place to Connect Chalice community isn't a social media platform. It's a hub for connecting with influencers, staying on top of industry news, sharing experiences and solvings issues. Join the conversation - socialize industry news and trends in a private digital community Learn from others - gain valuable insights......
relevant regions
Bloomington, MN, United States
Compensation
Automate incentive compensation management processes for efficiency, accuracy, and visibility. Our compensation and commission accounting tools are flexible and configurable and simplifies advisor comp planning and administration. Tracking, calculating, and paying commissions is easy regardless of the uniqueness or complexity of a firm’s compensation program. Trrack All Revenue Sources Our technology platform......
relevant regions
Berwyn, PA, United States
Compensation Management
Save Time for the Backoffice Eliminate the days-long turnaround from billing to payouts. Calculate compensation for advisors in a matter of minutes and reallocate time to other areas of your business. Give Advisors Full Transparency Provide in-depth revenue reporting to both advisors and administrators. Less questions from advisors about accuracy, and more insight......
relevant regions
New York, NY, United States
ComplianceAlpha
ComplianceAlpha® helps global financial services firms of all sizes to strengthen and streamline risk and compliance management across the enterprise from a single platform. It helps firms to keep pace with the regulators’ evolving requirements and increasing technological capabilities. Developed by the industry’s largest team of former regulators, financial technologists, and cybersecurity professionals, ComplianceAlpha helps......
Fareham, United Kingdom
Compliance Hub
Simply Office 365's Compliance Hub helps you to improve the engagement, control and oversight of your compliance obligations, enabling you to implement a robust compliance framework to meet all your regulatory requirements. Designed specifically for Office 365 Microsoft's Office 365 cloud service is a powerful business platform that delivers integrated services ideally suited to embedding, controlling......
relevant regions
Bristol, United Kingdom
Computershare Communication Services
Our solution gives you the best of both worlds. It is designed so you can make changes to communications simply and efficiently, across an entire suite of documentation that can be output to any channel. Tailored solution - Technology that is configured to align with your workflow, systems and processes. Highly personalised......
relevant regions
London, United Kingdom
Connect
As your business evolves, you need to connect to a changing array of trading partners, venues, clients and regulators. You need to ensure that your industry standard connections remain valid – and validated. In daily operations or new integration projects, you need to manage, map and maintain widely diverse and......
relevant regions
San Francisco, CA, United States
Connect
The easiest way to facilitate payments and pay out recipients Onboard users Onboard your users and verify their identities to help meet payments KYC. Accept payments Accept and facilitate payments on your users’ behalf. Pay out users Split payments, transfer funds and send money. Manage platform Manage payments and users on your platform or marketplace....
relevant regions
Copenhagen, Denmark
Connectivity and APIs
Receive tailored multi-asset liquidity via FIX API Gain market access through a stable, fast, flexible and fully documented electronic infrastructure. With over 20 years’ experience in creating liquidity pools and execution capabilities, we construct competitive solutions best suited to our clients’ flow. Multi-asset liquidity and full back-office functionality - One cross-collateralised account......
relevant regions
Fareham, United Kingdom
Consultant Hub
Our Consultant Hub is specifically designed around the needs of firms that provide compliance services to regulated financial service companies. It is also equally applicable to any consultancy practice that wants to improve its internal processes and service delivery. The Consultant Hub enables key consultancy services to be centrally tracked and managed whilst......
relevant regions
New York, NY, United States
Content Engine
A content engine that delivers the right content for your audience Vestorly’s content engine increases and unleashes the power of content by allowing you to leverage it across different business activities. Efficiently search the web and surface, curate and use both first and third-party content for content marketing, content education, business......
relevant regions
Riverview, FL, United States
Continuity Logic
Explore our comprehensive software and discover why has been awarded for leading innovation and industry vision. Its simple-to- use, yet powerful tools automate operational management tasks so you can increase involvement in your program, build strategy and ultimately take your organization’s resilience to the next level. Efficient customization - you’re unique, so......
West Chester, PA, United States
ControlOps©
Promote Accountability. Reduces Risk. Flexible. Secure. ControlOps© is an auditor approved key application that eliminates the need for paper backup and manual checklists, shows a compliance calendar, establishes clear responsibilities and authority, and enables efficient operational control and oversight in all areas of the investment management operation. This application can support multiple audit and regulatory......
relevant regions
Redwood City, CA, United States
Conversational AI
One of the best ways for Financial Service Providers (FSPs) to give real-time customer service is to revolutionize the digital customer experience. With Envestnet | Yodlee® Conversational AI for finance powered by Abe.ai, FSPs can connect with consumers on any device, using natural language processing across all major conversational ecosystems. Conversational......
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
London, United Kingdom
Core Banking Platform
One SaaS platform with the broadest range of financial products available on the market Our award-winning software covers all origination and lifetime servicing requirements for the widest selection of financial products including: Mortgages Residential, B2L, Company Equity Release Lifetime lending, retirement interest only Specialist Lending Commercial Real Estate, Bridging Lending Savings Savings, Deposits accounts, ISA, Junior ISA The platform is a......
relevant regions
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
Redwood City, CA, United States
Corporate Data Analytics
Act on Market Opportunities with Data Analytics Our unique and timely source of consumer spending trends and income analytics empowers corporations: To uncover market trends early Identify key business drivers Spot growth opportunities Mitigate potential risks Plan business strategy with confidence Insights into competitive landscape and customer affinity through unique consumer spending trends and income data analytics......
relevant regions
Zurich, Switzerland
CREALOGIX Digital Hub
CREALOGIX Digital Banking Hub is the leading modular SaaS digital banking engagement platform, with functionality covering retail, private, and business banking scopes. Financial institutions can rapidly modernise the interaction layer of their digital customer experience and continue adding on new CREALOGIX features or integrating partner fintech functionality. The immediate benefit......
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
London, United Kingdom
CRESTBridge
Success in CREST integration Ever since Euroclear UK & Ireland's CREST was inaugurated, Trace Financial has been helping brokers, asset managers, custodians, clearers and settlement banks to integrate successfully with the service. Supporting all CREST transaction types, CRESTBridge meets the needs of registrars and transfer agents as well as regular stock-holding members. The success story continues today.......
relevant regions
Zurich, Switzerland
Crypto Banking Platform
Future-Proof Crypto Banking Platform Banks need market-wide connectivity to provide best execution to their clients. Wyden helps banks to maximize profit by trading directly and securely with exchanges, brokers and OTC desks while minimizing counterparty, operational and market timing risks. This is achieved by seamlessly integrating core banking systems and custody......
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
London, United Kingdom
Cumulus
Cumulus is of particular interest to fund managers and solicitors and any institution where there is a need to segregate client money from operational funds. It is invaluable to charities and associations who might have the money held in many bank accounts and do not get the benefit of managing those......
relevant regions
London, United Kingdom
CuriumDQM
CuriumDQM is innovative because it puts the configuration and maintenance of the data quality process firmly in the hands of the business users who need access to the best possible information and features to investigate and resolve data issues. It gives operations and data analysts the tools to define and......
London, United Kingdom
CuriumEDM
CuriumEDM can be integrated seamlessly with CuriumDQM and CuriumBI components for even higher levels of data quality control and business intelligence to provide a powerful data layer suitable for any size and complexity of firm. Curium data models can handle all structured data types and will scale over any number......
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
Zurich, Switzerland
Custody
Leverage our attested digital asset custody solution Place your trust in Crypto Finance, a FINMA-regulated financial institution. We support financial intermediaries with the implementation of crypto custody solutions and advise our clients in digital asset technology, operations, compliance, and risk management. Comprehensive Institutional Custody Services Our digital asset custody services are used by banks and institutions......
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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
San Francisco, CA, United States
Custody for Institutions
Our wholly-owned subsidiary, Forge Trust, is a custodian that was built on the foundation of navigating the operational complexities of the non-publicly traded markets in a transparent and secure environment. With decades of experience under our belts, our knowledge and expertise streamlines the entire process of custody and settlement services. Our experience......
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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......
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Boston, MA, United States
Cybereason Defense Platform
The Visibility to Outthink Cybereason analyzes 9.8PB of threat intelligence weekly to reveal the full attack story from root cause across every affected endpoint and user. The Speed to Outpace Cybereason reduces investigation periods by as much as 93% so defenders can eliminate threats in a matter of minutes rather than days. The Precision......
relevant regions
London, United Kingdom
Cyber Resilience For Email
Email is at the intersection of a massive amount of risk. As the number one business application that organizations depend on for communication, it’s also the number one attack vector for cyber criminals. Despite significant investments in your security defenses, attackers continue to infiltrate your organization through targeted and advanced techniques......
London, United Kingdom
Cyberseer Managed Services
Our analysts leverage the visibility from deployed technologies to construct a comprehensive view into incident detection in your business environment. This visibility is accomplished through a combination of external intelligence resource and cross-product analysis comprising of existing deployed technologies with machine learning solutions to detect and identify threats within and outside......
relevant regions
Somerville, MA, United States
Cyber Triage
Fast: Automate Collection, Analysis, and Correlation Comprehensive: Ensure Complete Threat Assessment Accessible: Make Investigation and Reporting Easy ...
London, United Kingdom
Cygnetise
1) Create your entity or entities on the Cygnetise web application 2) Add signatories and images to your entity 3) Share your lists via PDF, dynamic link or Cygnetise web application ...
Redwood City, CA, United States
Data Aggregation
Financial Data Aggregation With Envestnet | Yodlee’s financial aggregation solutions you can rely on quality, comprehensive data analysis coverage and intelligent insights to meet fast growing digital banking demands – all from a single open banking-ready platform and provider. Our industry-leading data aggregation tools, apps, and APIs support deep use cases for......
relevant regions
London, United Kingdom
Data API
Global One unified platform to access data from the largest bank and neo banks in Europe. Get started in just a few lines of code. Open Banking enabled Our Open Banking Platform is PSD2 compliant. We eliminate screen scraping, reducing the risk of data breach. Real-time Access transaction, identity, and balance data in real-time. Refresh......
relevant regions
Amsterdam, Netherlands
Data Centre Infrastructure
Computer rooms In view of the increasing value of data processes, the guaranteed operation of a data centre or computer room is vital. A reliable performance starts with a proper design. In order to achieve that, applying the design standards of the reputable Uptime Institute is deemed normative in the data......
relevant regions
San Francisco, CA, United States
Data Cloud
Data-driven teams build meaningful customer relationships with Data Cloud What can you do with Data Cloud? Know your customers - Connect, federate, and harmonise data from any product and system into a complete view of every customer. Act on AI in the flow of work - Connect your data with the #1 AI CRM......
relevant regions
Belfast, United Kingdom
Datactics Self-Service Data Quality Platform
Financial regulations such as BCBS 239, FSCS and FATCA require financial firms to embed data quality management, including data profiling, data provenance (lineage), monitoring, reporting and escalation procedures. But keeping on top of this is hard, and many institutions have existing IT-focused tools that require programming experience and lengthy change......
relevant regions
Sydney, NSW, Australia
Data Fusion Studio
De-identified matching Gain deep customer insights with transparent multi-field matching, enabling smarter user experiences to be crafted. Data packaging Realise the true potential of partnerships with tools that ingest, prepare and package data from disparate sources. Legals and licenses Utilize a Common Legal Framework and project-based license terms to ensure compliance and secure the use......
relevant regions
Seattle, WA, United States
Data Management
Tableau Data Management helps deliver trusted, self-service analytics by scaling data automation and operationalization throughout the entire data and analytics lifecycle. Enrich the platform’s governance and security features while bringing together the power of data preparation and cataloging to make it easier to discover, understand, connect, and trust your data. Tableau......
relevant regions
Sydney, NSW, Australia
Data Sandbox
Secure sandboxes Easily launch governed Virtual Machines with scalable compute and storage, with memory optimized and deep-learning features such as GPUs. Data onboarding & curation Quickly and safely onboard enterprise data from a variety of sources and carefully curate a subset of data. Make only the right data available to execute your project......
relevant regions
Frankfurt, Germany
Data Security
All applications and data are encrypted in a high-security data center in Germany and are only transmitted between the server and your browser in encrypted form. The data sovereignty always lies with end client. Infrastructure and servers The United Signals infrastructure is hosted on high-security data centers in Germany, which are certified......
relevant regions
Mountain View, CA, United States
Datavisor
Advanced capabilities, outstanding performance Achieve quick and quantifiable ROI with easy-to-integrate, highly scalable fraud solutions. Deploy advanced fraud models informed by deep domain expertise, and receive actionable fraud signals in real time, without the need of labels, large data sets, or manual retuning. Go beyond simple anomaly detection to expose and......
relevant regions
London, United Kingdom
Dealing
The dealing service is provided through either a web front end portal (which can be white labelled), or, an electronic interface (based on FIX messaging). Orders are then directed to our powerful Smart Order Router. The orders are dealt in accordance with the client’s trading strategy and execution policy to......
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
Warrington, United Kingdom
Decision
As your business grows, the decisions you should delegate to your digital workers should grow too. Many organizations using robotic process automation are only scratching the surface when it comes to the benefits and efficiencies to be gained. You want to automate decisions that involve multiple variables, but this requires significant......
relevant regions
Reston, VA, United States
Defend Assets
The cyber enemy is always at the gate and if you don’t have the necessary cybersecurity measures in place, it’s only a matter of time before your firewalls come crashing down. LookingGlass Threat Mitigation solutions arm your security team with the right tools to plan for, recognize, and immediately fend......
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 Plus
Working with Delio enables our partners to leverage our expertise in building private markets platforms across numerous use cases, as well as providing the ability to build on top of our existing infrastructure – continually leveraging our rich collection of new and existing functionality whilst also helping you go to......
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
Warrington, United Kingdom
Desktop
Having a digital worker supporting your employees increases productivity by alleviating errors and automating repetitive functions. Additionally, employees are free to offer more customer interactions. Desktop empowers business users to succeed by Automating routine work Reducing repetitive administration Increasing interaction with customers Automate for Desktop responsibly, scale quickly with centralized governance Desktop enables your users to......
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
Vienna, Austria
Digital Asset Management System
Leverage secure multi-party computation technology to maximize security while overcoming limitations of hot and cold wallets. Tailor flexible policies to customise approval workflows. Stay ahead of regulatory requirements, unify hot and cold wallets, and multiply your competitive advantage. The RIDDLE&CODE digital asset custody solution is a multi-authorization solution to safekeep crypto assets......
relevant regions
Cairo, Egypt
Digital Banking OmniChannel Solution
eBSEG omnichannel solution integrates seamlessly and securely with your back-end. eBSEG Digital banking offers a comprehensive suite of the latest banking services empowering banks to successfully deliver "any time","any where" banking services to customers on the GO....
relevant regions
Warrington, United Kingdom
Digital Exchange
Customers save an average of 200+ hours When we say, “DX Before You DIY,” our goal is simple: to save you time. On the Digital Exchange (DX), you’ll gain access to more than 2,000 automation software components right now, without the need to hire and train additional resources or source advanced technologies.......
relevant regions
Toronto, ON, Canada
Digital Experiences
Showcase the benefits of your company Transform your online presence with a best-in-class website that attracts visitors, effectively presents your distinct benefits and outperforms your competitors. Our team of digital experts will be there every step of the way to ensure a smooth and successful transition throughout the project....
relevant regions
London, United Kingdom
Digital Finance Transformation
Today’s wealth management finance function can not simply exist to churn out standard month end reporting. Instead, finance must analyse, understand and predict in full alignment with the business. We have taken IBM analytics technology and pre-built fully integrated modules for: AUM reporting Financial reporting Industry specific planning models Capital adequacy Vast volumes of data can......
relevant regions
San Jose, CA, United States
Digital Foundation
Digital success starts with a sound Digital Foundation The rapid pace of disruption over the last decade has resulted in the need for enterprises to innovate and transform their business models. To compete in the fast-changing digital world, businesses are pressed to launch differentiated services faster than ever before. However, the......
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
Cairo, Egypt
Digital Trading OmniChannel Solution
Safe, Secure, Fast and Simple, Digital Trading Solution is an OmniChannel brokerage system wrapped in a beautifully designed web and or mobile UX that allows for everything your customers need to successfully manage their trading and investment requirements. eBSEG understands that trading and protecting your investment portfolio is serious business, where......
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
London, United Kingdom
DirectLINK
Become a Clearing Member DirectLINK is a self-clearing solution allowing market participants to access and manage any number of clearing house service without being dependent on a clearing broker. Reinforce Existing Memberships DirectLINK can also be used to dramatically improve the management of existing or additional memberships reducing the compliance, development, and maintenance......
relevant regions
Warrington, United Kingdom
Director
Automate more by increasing digital worker utilization Director enables organizations to automatically assign work to their digital workforce based on business value. By reducing manual work scheduling, your digital workers are no longer waiting for work and can therefore perform more tasks. What can Director do for you? Prioritize work based on business value -......
relevant regions
London, United Kingdom
Dividends
We strive to help our clients manage their resources as efficiently as possible. At a time when investors want a value-for-money service, Calastone Dividends works to address a clear problem easily and quickly for the benefit of everyone involved. Upon the announcement of a dividend by the fund, the Calastone......
relevant regions
New York, NY, United States
DMARC
As a cross-sector, transnational organization devoted to eradicating systemic cyber risk, at GCA we are dedicated to improving cybersecurity in a connected world. The DMARC authentication tool is an important step in supporting this mission. DMARC was developed as a collaborative effort to fight phishing and other dangerous email scams.......
relevant regions
London, United Kingdom
Document Management
Automate the complete document cycle process, from data ingestion and origination to publishing and dissemination. Workflow and Robotic Process Automation ensure documents are created on time and error-free every time. Automated data collection and handover to third parties improves governance and speeds up time-to-market. Uses include: Generate documents including UCITs KIID, UK/EU PRIIPS KID,......
relevant regions
Culver City, CA, United States
Docupace Advisor Transitions
Convincing the best advisors to join your team requires overcoming a major hurdle: the transition process. Transitioning a book of business to a new broker-dealer or RIA can take 3-6 months, involve thousands of forms, and usually results in NIGOs and other compliance issues. During this process, advisors are faced......
relevant regions
New York, NY, United States
DTCC Wealth Management Services
Wealth Management Services (WMS) includes three of DTCC’s business lines: Mutual Fund Services, Alternative Investment Product Services and Insurance & Retirement Services. These businesses drive centralized, automated processing and information services for the mutual funds, alternative investment, insurance and retirement markets. Seamless, end-to-end communications with broker/dealers and other distribution partners......
relevant regions
London, United Kingdom
Duco Cube
Redefining reconciliation No more implementation projects. Switch on Duco Cube and empower the people who know your data to normalize and reconcile it themselves, within hours. You won't find anything else like it. Scale from Start-up to global corp Duco Cube will process a few hundred or a few billion lines of data for......
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......
Thawill, Switzerland
EBICS Integrator
EBICS protocol & security Internationally accepted security standard. Standardized key activation process. Authentication through private cryptographic keys. Allows encrypted data transfer. Multibank connection Centralized solution to connect multiple banks. Connection to major and swiss regional banks are available. Simple activation of new bank connections. Data routing configuration feature for each bank. Automatic download mode Fully automated daily data processing. Daily automatic download......
relevant regions
Brooklyn, NY, United States
EdgeworthBox
From the Industrial Revolution, businesses have used the reverse auction to buy goods and services. Requests for Proposal (RFPs) and Requests for Quote (RFQs) were a way to get suppliers to compete on price. For a long time, this worked well. As long as companies were buying simple things, it was......
relevant regions
London, United Kingdom
Embedded Banking
Boost your proposition with ClearBank Offer your customers Financial Services Compensation Scheme (FSCS) protected accounts by leveraging our banking licence. Your customers’ eligible deposits are protected up to a total of £85,000 by FSCS, the UK’s deposit guarantee scheme.* *Any deposits your customers hold above the limit are unlikely to be covered. Let's......
relevant regions
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
London, United Kingdom
EndLINK
Hybrid integration across direct memberships and clearing broker relationships EndLINK provides end users with seamless integration across multiple models of accessing clearing houses and traditional clearing brokers enabling a holistic and consistent view across all clearing. As the volume of clearing activity continues to increase and diversify, the complex management of clearing......
relevant regions
Boston, MA, United States
Endpoint Detection & Response (EDR)
Cybereason EDR enables: Correlation across machines Get detailed, correlated, and enriched data from every endpoint on your system in real-time, without delays. Contextualised alerts Get a complete story of the attack from start to finish with all related attack elements for each alert. Remediation toolbox Fight modern threats that affect many machines with our accelerated remediation......
relevant regions
Chicago, IL, United States
Enfusion Software
We connect investment and operational decision making, allowing every single team member to leverage the same insight in real-time, across the entire portfolio with work from anywhere access, including web and mobile. Key features Front-to-back solution One integrated system that eliminates boundaries and powers workflow. Real-time portfolio One enterprise-wide data view in real-time. Work from anywhere With......
relevant regions
Givisiez, Switzerland
Enterprise Case Manager
It is providing a smarter, more integrated way to handle increasingly complex caseloads and includes support for structured as well as ad-hoc workflows. It includes the infrastructure with general objects such as cases, stakeholders, tasks, case folders, documents, etc., the process design tool, process monitoring and a comprehensive integration layer.......
relevant regions
London, United Kingdom
Entity Screening
Rapidly load and cleanse external data Automatically cleanse data from internal and external sources to prepare for optimal screening. Our system makes provision for OFAC as well as for watch- and sanction lists from different providers. Build entity screening rules swiftly Our graphical user interface makes it easy to build and configure rules......
relevant regions
George Town, Cayman Islands
Eosio
Fast and efficient The EOSIO platform provides industry-leading transactions speeds and are a sub-second block time latency rate, providing the ability to support mission-critical applications. Perform transactions at a lower cost through efficient resource management to yield greater benefits from digital intergration. Highly configurable EOSIO is designed to allow for a higher degree of......
Brussels, Belgium
Euroclear
As a provider of Financial Market Infrastructure (FMI), we offer expert transaction settlement, asset servicing and collateral management, as well as a wide range of services for issuers. All asset types are covered including bonds, equities, funds and derivatives. Euroclear Bank, the leading International Central Securities Depository (ICSD), is your gateway to......
relevant regions
Sydney, NSW, Australia
EVA for Amazon Connect
Traditional verification methods are now outdated Current verification methods such as PINs, passwords, knowledge-based questions and one-time passcodes have become insecure and unreliable. Forgetting passwords and knowledge-based answers as well as switching applications to access one-time passcodes can often result in inefficient and cumbersome customer experience. These traditional verification methods have......
relevant regions
San Mateo, CA, United States
Exabeam for Financial Services
Benefits of using Exabeam in the Financial Services sector Automated investigations, visualised through Exabeam Smart Timelines, enable analysts to accurately detect insider threats faster. Complete visibility of, and actionable insights into, incidents reduces security risks. Natural language querying, with context enhanced parsing and data presentation, improves analyst productivity. Financial services, perhaps more than most,......
relevant regions
London, United Kingdom
Exchange
The Zodia Markets exchange runs on a high-speed matching engine with a range of connectivity options, competitive fee structure and market making incentive programmes. Crypto markets in fiat and stablecoins Trade spot crypto against a wide range of fiat currencies as well as USDC, USDT, and other stablecoins. Our reliable banking rails......
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
London, United Kingdom
Execution, Clearing & Custody Solutions
Bringing processes into a new era Financial services firms face constant pressure to increase trade execution and processing speed whilst also maintaining accuracy. But execution, clearing, and custody systems are often running disconnected processes using outdated technology, leading to inefficiencies and errors. We replace legacy technology and processes with integrated trade execution......
relevant regions
Springfield, MA, United States
FA Match
We help you plan for your own future. Career options start with relationships Set your target Find firms based on location, characteristics and what they offer advisors. Compare firms View full details on each firm and evaluate your interest level. Make connections Request a connection with a firm you may be interested in. Build relationships Schedule a call with......
relevant regions
Nivå, Denmark
Family Office Services
Wealthy families outsource wealth management to Assure Wealth We handle all administration related to the family's assets. Our assistance includes paying bills, accounting, and servicing asset managers, accountants, and lawyers. Plus what else do you need for financial and administrative services? Assure Wealth performs all types of accounting tasks and controlling related to wealth......
relevant regions
New York, NY, United States
Farther for Advisors
Run and grow your business the way you want to We’re here to help established advisors scale, not treat you like a salesperson. We provide everything you need to succeed, and then step out of the way. More time planning futures, less time filing papers Our dynamic platform takes care of busywork, so......
relevant regions
Lake Success, NY, United States
FASTNET
Securities-based lending is a valuable source of revenue for wealth managers. But with growing demand and potential market volatility without robust risk management, SBL can carry unique risks. FASTNET is built to help you manage the realities of growing your business—supporting every phase of the SBL process. From collateral evaluation......
relevant regions
New York, NY, United States
Fee Billing
Silver Fee Billing is the essential adaptable fee billing platform. Configure flexible methodologies Simplify assignments & overrides Streamline billing groups Collect fees on times Eliminate intra-period fee leakage Provide fee and revenue clarity ...
relevant regions
Arlington, TX, United States
Fee Manager
Fee Manager is an automated, cloud-based fee billing system that provides analytics, advisor insights, security, accuracy, and reliability. It’s scalable and customizable, enabling multi-access user levels in both front-office and back-office views. As your firm grows and more competitors adopt advanced billing technologies, Fee Manager gives your firm the smarter billing advantage. Fee Manager......
relevant regions
San Francisco, CA, United States
Financial Services Cloud
Connect and automate front, middle, and back-office processes around your customer Bring your entire financial service organisation into a single, secure platform designed to grow with you and your customers. With Salesforce, you can create world-class onboarding experiences, bring teams together with real-time collaboration, and deliver world-class customer experiences that change......
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
Singapore, Singapore
FinIQ API Services
From order management to execution management, portfolio holdings and asset information, FinIQ's APIs are integrated with the current solutions and user interfaces a company is using. APIs are used to feed and fetch data from multiple environments such as mobile, e-commerce platforms or other incumbent systems. ...
relevant regions
Singapore, Singapore
FinIQ Connect Suite
EQ-connect 21 leading investment banks supplying live and dealable quotes for diverse payoffs including ELN, KOELN, DRA, accumulator, decumulator, equity OTC options, BEN and Phoenix. ELI-connect 4 leading investment banks supplying live and dealable quotes for retail equity linked investments including fixed coupon, double decker and bonus enhanced ELI. FI-connect Online order execution of simple......
relevant regions
Philadelphia, PA, United States
Finity360
Helping capital markets firms, FCMs and credit unions succeed We developed Finity360 to make mission-critical data more secure, accessible and valuable as financial services organizations face limitations in prevalent legacy operating environments. Finity360 is a suite of secure, cloud-based data management solutions that provide a highly scalable and customizable way for firms to......
relevant regions
London, United Kingdom
finova Connect
Reducing friction in the industry finova Connect brings the industry together through a suite of services including Payment and Mortgage Services and Broker Verification, helping to support brokers and lenders every day. finova payment & mortage services Increase earnings and simplify payments. finova Payment and Mortgage Services is an established UK mortgage club and......
relevant regions
Athens, Greece
Finuevo Digital
Finuevo Digital is the mobile-first, Cloud-native digital banking platform that helps banks and financial institutions of any size to achieve digital resilience, by offering rich functionality and automated client onboarding. It is a pioneering digital banking platform that offers a modern banking experience to end-users across channels....
relevant regions
Amsterdam, Netherlands
FiRE
With the increasing complexity and frequency of reports and the more stringent attitude of regulators, the need for automation increased. Right from the start, we worked with banking packages to develop a standard interface. This allowed banks changing their banking system to implement FiRE without too much effort. Every year, up to......
relevant regions
Amsterdam, Netherlands
FiTAX
Since 2001, BearingPoint continuously enhanced its FiTAX tax reporting solution. One of the main challenges faced by financial institutions is to stay up to date with the ever-changing reporting requirements imposed by the tax authorities (IRS, European Union...), which frequently request evolutions in electronic files and reports. Monitoring and implementing......
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
New York, NY, United States
Flyer Trading Network
An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers. An extensive and secure API eliminates the need for additional infrastructure, software and specialized resources. FTN extends your reach and capability while eliminating the hassle of integration. Supportive workflows......
relevant regions
London, United Kingdom
FNZ Connect
Configure your platform with ease FNZ Connect provides customers the ability to quickly launch apps, automate workflows, and connect to APIs. This delivers differentiated growth by providing easy platform configuration. Configure user journeys - Use our no-code and low-code app development for faster configuration. Automate workflows - Access our dynamic, modular processes to build......
relevant regions
London, United Kingdom
FNZ Platform
We remove friction We hide this complexity from our customers, reducing friction and cost by integrating technology, business process operations, and custody – all delivered in an end-to-end wealth management platform that is regulated by region, and connected to a universe of investment products. Complexity adds friction to your business To deliver value......
relevant regions
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
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
Helsinki, Finland
F-Secure Business Suite
Designed to simplify the demanding security needs of today's organizations F-Secure Business Suite is an on-site business security solution that offers the best continuous protection for your organization by combining the best of accumulated expertise, advanced technologies, and modern, cutting-edge features with full on-site control. It is a full protection bundle......
Helsinki, Finland
F-Secure Internet Gatekeeper
Efficient front-line protection for your business, stopping malware at the gateway Internet Gatekeeper is the ultimate digital bouncer for network security. It provides powerful real-time protection from malware and other harmful content in email, files, and URLs. Internet Gatekeeper supports deployment to any virtual environment, in addition to being available as a......
Helsinki, Finland
F-Secure Messaging Security Gateway
E-mail filtering and protection for SMTP traffic F-Secure Messaging Security Gateway provides complete protection for inbound and outbound e-mail communication. It blocks unwanted and harmful messages, and eliminates the possibility of data leakage. Messaging Security Gateway brings end-to-end confidentiality wherever you need it. Filter incoming and outgoing mails, encrypt your emails, block......
Helsinki, Finland
F-Secure Protection Service for Business
Best-of-breed business protection for your computers, mobiles and servers F-Secure Protection Service for Business is the best, most comprehensive endpoint security package on the market. It's designed from the ground up to solve challenging business security needs, without significant maintenance or management overhead. It protects all your devices against all threats, like......
Helsinki, Finland
F-Secure Radar
Manage business-critical vulnerabilities F-Secure Radar is a turnkey vulnerability scanning and management platform. It allows you to identify and manage both internal and external threats, report risks, and be compliant with current and future regulations (such as PCI and GDPR compliance). It gives you visibility into shadow IT - to map......
Helsinki, Finland
F-Secure Rapid Detection and Response
Stop breaches quickly with automated threat identification F-Secure's industry-leading endpoint detection and response (EDR) solution gives you contextual visibility into your security. With our automatic advanced threat identification, your IT team or managed service provider can detect and stop targeted attacks quickly and efficiently. Automated or guided response actions backed by F-Secure......
Helsinki, Finland
F-Secure Software Updater
Identify and patch third-party software Software Updater scans computers for missing software updates, and keeps Windows and third-party applications up to date and patched from vulnerabilities. It offers automatic deployment and also the possibility of exclusions and manual deployment. Patch management is a key security element Keep your business security seamless and avoid......
Helsinki, Finland
F-Secure ThreatShield
F-Secure ThreatShield is a gateway-level security solution for protecting email and web traffic, with built-in network sandboxing technology. It is designed specifically to protect against spam, ransomware, phishing, and advanced targeted attacks. Email and web traffic are the most common attack vectors Email and web traffic continue to be the most common......
Copenhagen, Denmark
Fullview Cobrowsing
Cobrowsing is an innovative technology that allows two or more individuals to simultaneously view and interact with the same web content during a video call or online session, making it possible for credit unions, banks, and pension funds to increase CSAT, user engagement, and agent productivity....
relevant regions
London, United Kingdom
Fully Managed IT Support
Support models range from 24/7/365 Service Desk through to Virtual CTO or IT director. Our design and implementation experience allows us to serve clients from start-ups to some of the largest international asset management firms....
Madrid, Spain
Fund Distribution and Dealing
Order management Efficient execution Settlements Holdings valuation Asset servicing (stock transfers and corporate actions processing) Rebate calculation and reporting ...
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
New York, NY, United States
Fund of Funds Software
Gain fundraising traction Outpace rivals on the fundraising trail by building intelligence on LPs, creating structured processes for nurturing prospects and ultimately earning investors' trust. Optimize your engagements Institutionalize your IR strategy and stand out to investors using Navatar's proprietary relationship management workflows. Measure all touchpoints and leave no LP ignored. Leverage institutional memory Develop......
relevant regions
Munich, Germany
fundsaccess
Advisory Platform - deliver personal and digital advice Onboarding - convert prospects into clients Order management - handle transactions efficiently Client portals & reporting - ready for digital interaction Advisor applications - strengthen distribution networks Fund data and factsheets - provide the right information Secure data center operations - stability and data security guaranteed ...
relevant regions
Harpenden, United Kingdom
FundTerm
The FundTerm system provides interoperability and adherence to the latest market standards for participants across a number of channels. The system is useful as a black-box, in order to extend an order management system, wealth platform or transfer agency system. Alternatively, FundTerm can be used as a primary order management......
relevant regions
San Mateo, CA, United States
Fusion SIEM
Exabeam Fusion SIEM is a cloud-delivered solution that that enables you to: Leverage turnkey threat detection, investigation, and response Collect, search and enhance data from anywhere Detect threats missed by other tools, using market-leading behavior analytics Achieve successful SecOps outcomes with prescriptive, threat-centric use case packages Enhance productivity and reduce response times with automation Meet regulatory......
relevant regions
San Mateo, CA, United States
Fusion XDR
Exabeam Fusion XDR is a cloud-delivered solution that enables you to: Leverage turnkey threat detection, investigation, and response Detect threats missed by other tools, using market-leading behavior analytics Achieve successful SecOps outcomes with prescriptive, threat-centric use case packages Enhance productivity and reduce response times with automation Flexible integration to augment your security stack Free yourself from......
relevant regions
New York, NY, United States
GCA Cybersecurity Toolkit
How to use the toolkit The Global Cyber Alliance (GCA) has built this toolkit for small to medium-sized businesses to address the Center for Internet Security Controls (CIS Controls) which will enable business owners to significantly reduce the cyber risks they face every day. The CIS Controls are a recommended set of......
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
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
Mountain View, CA, United States
Google Cloud Platform
Stay competitive and compliant in rapidly changing global markets with powerful, scalable technology, including secured multi-cloud and hybrid solutions from Google Cloud. To keep up with massive computing demands, financial institutions like HSBC are moving their data to Google Cloud Platform (GCP). GCP runs on the same infrastructure and private fiber......
relevant regions
Boston, MA, United States
GoToMeeting
18 million worldwide users per month For scale: That is like the entire city of New York using GoToMeeting video conferencing every month. 80 million online meetings per year And growing since we started in 2004. Count on us to make your meeting matter. Close deals 20% faster 9/10 customers close deals 20% faster on......
Boston, MA, United States
GoToWebinar
GoToWebinar erases the headache and hassle from webinars. No matter your goal or skill level, you’ll quickly see why so many love GoToWebinar. Go from preparing a webinar to presenting in fewer steps – and have a lot of fun along the way. Why GoToWebinar is the trusted leader 2.7 million webinars......
Mountain View, CA, United States
GSuite
Make decisions faster, face to face Use shared calendars to see when others are available and schedule meetings with automatic email invitations. With one click, turn your meeting into a video conference from any camera-enabled computer, phone or tablet. Share your screen to review your work as a team and make decisions on the spot. Collaborate in real time. Easily work......
relevant regions
Dubai, United Arab Emirates
GTN TRADE
Single account for trading, clearing, settlement, and custody. 8 asset classes in 87 markets, including the US, frontier and emerging markets. Benefit from over two decades of experience creating trading solutions. Introducing GTN - Our solutions power your vision Scalable - Expand rapidly with one account for trading, clearing, settlement and data access. Accessible -......
relevant regions
Sydney, NSW, Australia
Health Check Platform
Health Check is a cloud-based platform designed to help regulated businesses (and their professional advisers) to assess the design and operational effectiveness of compliance programs, by mapping policies/procedures to compliance obligations; performing control testing; documenting key observations/recommendations in reports and using data analytics to derive actionable business intelligence on compliance......
relevant regions
Hong Kong, Hong Kong
Hex Clear
Minimize risks Our clearing and settlement services address one of the most pressing structural issues of the digital assets markets, whereby funds need to usually be moved to the trading venue (exchanges & brokers' wallet) before the trade happens. This process is usually source of several problems which Hex Trust helps......
relevant regions
Hong Kong, Hong Kong
Hex Market Services
Deep liquidity The smart order routing guarantees the best execution across deep liquidity pools of exchanges and OTC desks across a range of digital assets. We provide the flexibility to customize your dashboard to receive the specific pricing data and information you need. Safely access trading opportunities Access trading opportunities via our market-leading......
relevant regions
Hong Kong, Hong Kong
Hex Safe
Safekeep Assets Secure backup – upon request, all application data, including encrypted assets and in-flight transactions, are replicated in real-time to the backup datacenter. Account structure – Hex Safe offers extreme flexibility to create hierarchical structures of accounts and sub-accounts. All accounts and sub-accounts are completely segregated on chain and derived through different seeds......
relevant regions
Aarhus, Denmark
Homento for Family Offices
We know family offices are busy. Our solution ensures that you have easy access to the data you need. Our app creates overview and transparency for both you and the family. You decide the number of users and the accessibility of each user. We are your independent partner for discussion. Our analyses provide you with......
relevant regions
Quebec City, QC, Canada
Hosting Services
Included in the monthly licensing fee, we provide financial institutions with a complete, powerful tool. Financial institutions maintain total control of back office operations; all that's needed is an internet connection. Wealth management is now available anytime, anywhere....
Amsterdam, Netherlands
HSO Financial Services
As a financial services provider, you’re probably finding the competition is becoming more intense. You have to compete to offer more to your clients, work harder to stay in compliance with ever-changing regulations, while at the same time ensure you’re taking advantage of every opportunity. Legacy, home-grown, and point solutions can’t......
relevant regions
Princeton, NJ, United States
Hybrid Integration
OpenLegacy is in the Hybrid Integration Platform (HIP) product category which connects cloud-based and on-premise applications. HIP solutions leave the data and applications where they currently exist, both on-prem and in the cloud, and leverage the integration between them based on user scenarios. Openlegacy's B2B solution makes it easier for the......
Milpitas, CA, United States
HyperApps
What are HyperApps? JIFFY.ai HyperApps are low-code applications that help you achieve true end-to-end business process automation in your enterprise functions. Being "low-code", they can be designed and deployed quickly. They can assure "true automation" by reserving human participation in your business workflows only for high-value tasks. Moreover, the automated workflows connect......
relevant regions
New York, NY, United States
Hyperscience Platform
Drive Post-Extraction Business Outcomes Validate & Transform Add simple rules to validate and transform extracted data for ease of downstream ingestion. Enrich Pull in third-party data via API/DB connections to enrich your post-extraction outcomes. Review & Approve Custom human supervision interfaces tailored to knowledge worker actions. Natural Language Processing Understand user intent through sentiment analysis. Route Route documents to different......
relevant regions
Givisiez, Switzerland
HYPERSUITE/5
If documents are not managed proactively in an organization, it can result in lost information and duplicated records, leading to loss of productivity and profitability. Moreover, security breaches can have a significant adverse impact on a company’s bottom line business and non-compliance to legal archiving and record keeping regulations will......
relevant regions
Zurich, Switzerland
IAM Solutions
From the employee login, through the private e-banking access and the registration in online shops all the way to the login for tax returns – digital identities form the basis for many services and digital offerings as well as the protection of applications and data. The technology behind this is......
relevant regions
Warrington, United Kingdom
IA & RPA for Banking and Financial Services
We understand the challenges you’re facing to keep fees low and margins high while delivering an exceptional end-to-end client experience across all your products and services. Read this guide to uncover how SS&C Blue Prism can help wealth managers tackle these challenges and where to focus your attention to start......
relevant regions
London, United Kingdom
Idea Spotlight
Ideas are the beating heart of every organisation – and idea management is a proactive way of capturing, refining and realising them to build a better business. With effective idea management comes market-leading innovation. You’ll discover untapped business opportunities, identify areas for improvement, adapt your strategy to emerging priorities and find......
relevant regions
San Francisco, CA, United States
Identity
Increase trust & safety Reduce the number of scammers and bad actors to increase the credibility of your marketplace or community. Reduce fraud losses Help your risk teams securely collect identity information to determine if a user is legitimate or fraudulent. Streamline KYC Make it easy for users to prove their identity at onboarding while......
relevant regions
Fairfax, VA, United States
IdentityX
There’s no sector more vulnerable to the onslaught of new and ever-evolving fraud attacks than financial services, or more burdened by government mandates to stop money laundering and other illegal customer transactions. Yet these same organizations are under enormous competitive pressure to deliver convenient, frictionless digital experiences to their customers. In the......
relevant regions
Stony Stratford, United Kingdom
Image Guard
The problem Organisational security and reputation is risked daily by photo’s and videos sitting on public social media, posted by employees and contractors. According to Rachel Tobac, channels such as Instagram, LinkedIn provide 60% of the information needed for social engineers and hackers to enter organisations. Too often, office photos contain computer screens,......
relevant regions
Geneva, Switzerland
ImmuniWeb Platform
1. Illuminate your attack surface to prioritize testing ImmuniWeb® Discovery Dark web & attack surface monitoring AI-enabled Automated 24/7 2. Run risk-based security ImmuniWeb® On-Demand Web application penetration testing AI-Enabled Manual One-Time ImmuniWeb® MobileSuite Mobile penetration testing AI-enabled Manual One-time 3. Ensure continuous security monitoring and compliance ImmuniWeb® Continuous Continuous penetration testing AI-enabled Manual 24/7 AI for intelligent automation and acceleration ImmuniWeb leverages our award-winning AI technology for intelligent automation and acceleration of laborious......
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 &......
Fehraltorf, Switzerland
IMS Incentage Middleware Suite
The Incentage Middleware Suite controls and channels messages, making sure they carry the right information - with maximum STP rates guaranteed. Flexible message and data integration and transformation IMS, the Incentage Middleware Suite, is a messaging integration solution which increases quality and reduces the risk and time needed to complete integration projects.......
relevant regions
Givisiez, Switzerland
IMTF Fraud Prevention Solution (IFPS)
Your customers are using more channels and demanding more services while criminals are evolving and seeking to exploit your weakest link. At the same time, regulators are increasing their focus on cybersecurity, as well as fraud operations models. These constantly evolving market trends require you to adapt and respond quickly......
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......
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
London, United Kingdom
Infrastructure-as-a-Service
For any organisation, infrastructure is a significant cost. From servers to storage, the equipment you need to create is a considerable capital expense. Then, it takes unique insight to design an infrastructure that’s highly available, consistently responsive, and fully secured. With Lanware’s Infrastructure-as-a-Service (IaaS), you can eliminate the need for in-house......
Fort Worth, TX, United States
Infura
Your Gateway to Blockchain Development Backed by Infura's world-leading Infrastructure, our products dynamically scale with your application to meet the demands of your users. Seamless developer experience Access actionable insights with operational analytics and threshold notifications. High Availability Ethereum API Instant access over to the Ethereum network. Connect to Ethereum with a single line of......
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
Milpitas, CA, United States
INNOVATE
Transform Your Software Development Software development is a slow and complicated process. With dependencies on several teams and common resources, it takes months for even the most advanced software companies to launch new products. With JIFFY.ai Innovate, we’ve redefined software development and empowered everyone with ideas to develop, deploy, test and launch software. Talk......
relevant regions
United States
Institutional
A comprehensive platform for every stage of the investment lifecycle Trade - Access Coinbase Exchange directly or multiple exchanges and liquidity venues through Coinbase Prime, our full-service prime broker. Custody - Safeguard 400+ assets and select NFTs with proven and insured custody solutions. Participate - Stake assets to generate yield and contribute to network security or......
relevant regions
London, United Kingdom
Institutions
Who do we work with? Asset Managers Pension Funds Endowments Sovereign Wealth Funds Hedge Funds Insurance Companies Our Technology Expediting refund timelines, eliminating human error, empowering our clients. Technology and innovation are at the heart of WTax’s reclaim process. Everything we do is driven by our industry-leading proprietary technology which automates the reclaim process end-to-end....
relevant regions
London, United Kingdom
Intelligence
Create actionable insight from raw data All the tools you need to understand and help your customers. Ingest data from anywhere Apply AI models to data from your own services, third party aggregators or data from open banking. Create personal services Build out better PFM tools, reduce costs and tailor messaging to your customers....
Warrington, United Kingdom
Interact
Interact is a scalable, real-time, human-to-digital collaboration platform that is designed to address more complex processes that require either manual initiation, or cooperation between human and digital workers. Close the automation gap - No more unattended automation! Manage end-to-end automation processes that require human intervention.Great for multiple scenarios Manageable, no-code forms - Easily......
relevant regions
Harpenden, United Kingdom
Interconnect
The managed service currently provides interconnectivity with participants at SWIFT and a number of UK service providers. The result is that it is much more straightforward for you. Actuare deals with all the underlying complications of interconnect agreements, interoperability, physical connections and testing, and ensures the highest possible standards in security......
relevant regions
Harpenden, United Kingdom
Interface for Euroclear EMX
Ready-to-use The EMX Interface software is designed specifically for use with EMX. This enables EMX participants to quickly link to the EMX system and to efficiently process orders and valuations. The product works as a gateway system and is intuitive and easy to use. Support is provided for all EMX messages types,......
relevant regions
London, United Kingdom
InterLINK
Enabling Provision of Client Clearing Solutions InterLINK is an innovative solution enabling clearing members to build and expand regional specific multi asset class client clearing solutions across world wide clearing houses. As market focus shifts from global to regional, InterLINK facilitates flexibility and scalability whilst providing robust regulatory compliant risk management and......
relevant regions
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
Singapore, Singapore
InvestaX
Digital Securities Offerings (DSO) Digital securities are digital representations of traditional securities and financial interests, such as a contract of equity or debt in real estate and private equity. DSO open up a new world of financial instruments and investment structures. They are supported using distributed ledger technology and smart contracts. On......
relevant regions
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
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
Glasgow, United Kingdom
Investment Technology
Manual tasks can be automated. Processes can be streamlined. Compliance risks reduced and transparency improved. Most importantly, with improved workflow and risk management across the investment lifecycle, you can dedicate more time to actively managing money and delivering exceptional client service. At Asurafin, our goal is simple – better outcomes for......
relevant regions
Stavanger, Norway
Investor Services
Onboarding end customers, compliance, portfolio management, settlement, regulatory, tax reporting Behind our services are efficient trading and reporting systems as well as a shareholder register that we use to deliver a profitable experience for our clients....
relevant regions
New York, NY, United States
Investor Solutions
Long or customized exposure to Bitcoin Investment funds and separate accounts across a wide range of objectives. Our range of off-the-shelf and bespoke investment strategies are designed from the ground up for institutions and sophisticated investors. Secure custody and trading solutions for high net worth individuals, family offices, and financial advisors The trusted......
relevant regions
San Francisco, CA, United States
Invoicing
Get paid faster Stripe’s online invoices provide an optimised experience across mobile, tablet, and desktop. Most Stripe invoices are paid within three days. Easy to get started Create, customize, and send a Stripe-hosted invoice in minutes – all from the Dashboard with no code required. Configurable for any use case Collect one-time or recurring payments......
relevant regions
Fehraltorf, Switzerland
IPC Incentage Process Cockpit
The issue Many institutions in the financial industry seem to be flying blind with regards to their message flows. Automated high-level monitoring of global and all-embracing message flows on a realtime basis, with drill-down facilities wherever and whenever needed, are not the order of the day. You would like to know anytime......
relevant regions
Greenwich, CT, United States
iPM Cloud
Whether hosting INDATA’s iPM Epic software, which includes the technology infrastructure required to effectively leverage and utilize big data analytics, or hosting proprietary applications unique to investment management clients, iPM Cloud provides a comprehensive and cutting-edge tech solution, all based on a private cloud architecture in line with industry best......
relevant regions
Fehraltorf, Switzerland
ISB Incentage Service Bus
The issue Business process, information and message flow management are critical success factors for any operational unit within the financial industry. Pressure to be profitable, compliance with regulatory requirements, missing overview over business flows, dynamic markets and the need for unlimited scalability in spite of budget restrictions keep CIOs and CEOs......
London, United Kingdom
iServe
It offers a transparent way to operate with even the most adamant external systems, ensuring that your installation ties together with 3rd party systems. iServe provides a common framework for integrating and synchronizing various applications with different systems across the organization, converting the required work flow into a turn-key solution....
relevant regions
Rockville, MD, United States
ISS LiquidMetrix Platform
The ISS LiquidMetrix platform is a proven core infrastructure that delivers a range of services to Buy Side, Sell Side, and Venue operators. It was designed to meet the regulatory, monitoring and performance reporting requirements needed today, performing millions of calculations each day and servicing clients globally to reduce trading costs,......
relevant regions
Zurich, Switzerland
Issuance
Advice & support in the process of launching your crypto investment product Limiting counterparty risk and selecting regulated, trustworthy product partners is of critical importance in this new asset class. Set up a digital asset Actively Managed Certificate (AMC) or Exchange Traded Product (ETP) with Crypto Finance: Listed and non-listed products with Swiss......
relevant regions
Melbourne, VIC, Australia
ISXpay
Accelerated business growth and revenue optimisation. Accept and process payments intelligently with ISXPay®. We enable businesses to accept online payments from customers all over the world. With a single integration, you can accept all major cards as well as a variety of alternative and local payment methods. If your business is looking to......
relevant regions
Vienna, Austria
IT Outsourcing (ITO)
Concentrate on your core expertise and benefit from the experience of CPB SOFTWARE. An expert team efficiently manages your systems in virtual environments or on the infrastructure you provide – with high-availability services on request. Minimise your operational risk while improving your business continuity and reducing costs. The company operates 24×7......
London, United Kingdom
ITRS Capacity Planner
Capacity planning as a service Operating as a SaaS platform, which helps plan and manage your capacity quickly and easily. Cut costs with big data analytics Assess current resource utilisation and infrastructure, and recommend optimisations with analytics extracted from your existing tools. Avoid outages Provide warnings of future problems and mitigate business risks by avoiding potential......
relevant regions
London, United Kingdom
ITRS Geneos
Real-time visibility for infrastructure and trading Prevents outages, helps identify, diagnose, and resolve issues before they impact the business by collecting real-time infrastructure, application, and trading data to build an end-to-end view. Aggregate and consolidate your toolset ITRS Geneos as a central aggregation layer which brings all information together under a single pane......
relevant regions
London, United Kingdom
ITRS Infrastructure Monitoring
Take your infrastructure monitoring to the next level with ITRS Keep all your existing integrations and migrate seamlessly (fully compatible with Nagios). Get best-in-class business service monitoring and quickly identify the root cause of any issues. Switch to a more robust network monitoring platform that includes network topology with real-time status overlay. Get faster......
relevant regions
London, United Kingdom
ITRS Load Testing
Using ITRS Load Testing in your business Global reach Control the ramp and bandwidth of thousands or millions of global virtual users and simulate real-world dynamics. APM integrations Integrate with AppDynamics, New Relic, and Dynatrace to drill down, pinpoint critical issues, and identify root-cause. End-user insights Measure the quality of user experience by viewing a stream......
relevant regions
London, United Kingdom
ITRS Log Analytics
Monitor & alert ITRS Log Analytics observe in real time and alert on anomalies, spikes, or other patterns of interest. Analyse & report ITRS Log Analytics gives you a fully transparent overview of your logs, their analysis and reporting – at any scale. Seamless integration ITRS Log Analytics offer seamless integration with third party tools as well......
relevant regions
London, United Kingdom
ITRS Obcerv
Make the most out of your data with intelligent storage Intelligent correlation of data from disparate sources, powerful meta-tagging and best-of breed centralized dashboarding allows you to store, collate, contextualise and view your data. Save money on data storage Data compression ensures that storage costs are affordable, without compromising on reliability. Understand and fix......
relevant regions
London, United Kingdom
ITRS OP5 Monitoring
Exceptional infrastructure monitoring OP5 Monitor is equipped to meet the monitoring demands of the most complex infrastructure. OP5 is highly customisable and can be adapted to your exact needs, without the cost of complexity. It’s ready to go with most devices out-of-the-box, and is completely compatible with Nagios plugins. Additionally, OP5 Monitor......
relevant regions
London, United Kingdom
ITRS Real User Monitoring
Harness your users' experience Harness your actual users' experience and collect and quantify website performance and user data directly from your site’s visitors with Real User Monitoring (RUM). Website speed per country See your user concentrations and website performance based on location. Compare your website performance throughout different countries and improve accordingly. Also, for......
relevant regions
London, United Kingdom
ITRS Synthetic Monitoring
How synthetic monitoring can help Web perfomance monitoring Optimise and monitor website speed. Get load time metrics for each page element to identify and correct problem elements to stay within performance budget. Website uptime monitoring Proactively monitor website availability from the end-user perspective with checks once per minute from one of more than 250......
relevant regions
London, United Kingdom
ITRS Trade Analytics
Low impact data collection Data collected at hundreds of data points Real-time speed Built for the most demanding environments, process millions of transactions per second. Support for highly complex environments Built for highly complex environments where speed and uptime are existential issues. Trade specific monitoring True front-to-back monitoring, across dozens of different systems. Delivered in partnership with Beeks......
relevant regions
London, United Kingdom
IT Solutions
By reviewing and understanding your current IT environment we will devise a suitable IT business solution and IT strategy for your server environment, business critical applications, and connectivity. We will work with you to ensure the infrastructure is cost effective and suits the requirements of your workforce and clients. We offer a......
relevant regions
Salisbury, United Kingdom
James Hay Online
The Modular iPlan brings together pensions, savings and investments in one secure place. With our market-leading SIPP at its core, our flexible platform gives you all the tools you need to future-proof your clients’ assets. Flexible - Our Modular iPlan provides the flexibility to amend, change and adopt new investment propositions as......
relevant regions
Boston, MA, United States
join.me
The one size fits all sharing solution. As your company grows, take advantage of our simple per user license model and personal onboarding options. Want to share join.me with another team? No problem. You can add an additional user or an entire global office in just a few clicks. Plus, join.me integrates into all the......
Somerville, MA, United States
KonaSearch
Find the information you need to run your business without ever leaving Salesforce: all objects and files, multiple orgs, SharePoint, Google Drive, databases, legacy apps, OCR, etc. Then turn your search into action through deep search automation. Kona Studio Consumer search is tailored to individual behavior, but organizations are more interested in......
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
Kroll CyberDetectER®
For the first time in 10 years of reporting, information theft, loss, or attack was the most prevalent type of fraud experienced said executives surveyed in Kroll's Global Fraud & Risk Report 2017/2018. There are myriad ways – and places – that your organization’s sensitive or confidential data can be accidentally......
New Delhi, India
KYCsphere
KYCsphere is an innovative Software-as-a-Service (SaaS) application deployed on the secure Microsoft® Azure™ cloud Platform as a Service (PaaS) and automates the complete KYC life-cycle through a suite of tools. By operating at the intersection of cutting edge SaaS Technology and the much needed KYC Compliance, it addresses important needs of the financial and the service sectors around the......
relevant regions
Cheltenham, United Kingdom
Labyrinth
Cybercrime. Money laundering. Corruption. Terrorism. labyrinth gives organisations the edge to tackle some of the most difficult challenges that face society. To connect the dots and see the big picture. Built for creators (and the future) labyrinth empowers developers with an unlimited canvas to create mission-oriented data intelligence solutions. Build and deploy custom apps. Scale......
relevant regions
London, United Kingdom
LAN, WAN & Virtual Network Provision
Designing, implementing and supporting corporate networks has been at the core of our business and one of the cornerstones behind the success of ITC for over 20 years. Many of our wide area networks today are delivered at a ‘virtual level’ using our VNO telecommunications model. This provides our customers......
London, United Kingdom
Lending
These tools include: Origination Underwriting Document management Capital reporting Loan monitoring Loan servicing ...
relevant regions
Zug, Switzerland
Lykke Business
We provide technology solutions in the dynamic financial, consumer, and service sectors. Our extensive knowledge and experience help us serve enterprises by building, launching and operating Platforms powered by Blockchain. Through the experience of building and operating our own platforms as trading and marketplace platform we know what it takes......
relevant regions
Zug, Switzerland
m2Platform
High performance wrap solutions Wholesale administration for independent asset managers Internal aggregation and risk management integration AI-friendly SSOT data-sets for data analytics Operations management Streamline payment processing Client on-boarding workflow Custom interfaces for your bank Investment management Omnibus account reconciliation Term deposit management Maintain a balanced portfolio Administration functions Platform administration function Track and control cash In transit Custody for off-market assets ...
relevant regions
Fareham, United Kingdom
Mailock
Ensuring that confidential information is delivered securely to the right recipients is paramount across the financial services sector. As part of a regulated sector, financial services businesses understand that they have a duty of care that extends beyond pure legal and compliance requirements to secure their own and clients' information. Mailock creates......
relevant regions
Davidson, NC, United States
Managed Accounts Solution
Investment strategies are evolving and many advisors are looking to migrate their commission-based business to a fee-based advisory model. Converting commission-based accounts to fee-based accounts is a growing priority for investment firms today, and IFS's solution for managed accounts automates the conversion process. With IFS's Managed Accounts Solution, firms can simplify......
New York, NY, United States
Managed Data Services
Data warehouse - unlimited compute, scale without limits. At the heart of the platform is the Snowflake Data Warehouse engine, the on-demand scaling SaaS solution is runs on any cloud provider; AWS, Azure or Google Cloud. The virtual warehouse approach allows you to scale compute vertically or horizontally while keeping a......
relevant regions
Boston, MA, United States
Managed Detection & Response (MDR)
Cybereason MDR enables: 24X7 monitoring Trust our Active Monitoring team to investigate any suspicious behavior, no matter the time of day. Immediate response Have confidence that our Active Response team will contain all threats as soon as they are detected. Leading technology Depend on our team leveraging the most effective platform in the industry to protect your......
relevant regions
Bloomfield, NJ, United States
Managed Endpoint Protection
Enforce cyber settings like screen saver, complex password, full disk encryption. Install, configure and manage endpoint security (antivirus, anti-malware, and ransomware) with detection and response. Provide periodic Asset Inventory Report of all endpoints and their cyber posture. 24/7 Incident Response....
relevant regions
Bloomfield, NJ, United States
Managed Network Protection
FCI NIST-Based Technical Control Standard Enforcement Firewall Patching & Updates Data Loss Prevention & Data Leakage Protection 24x7 Cyber Threat Monitoring 24x7 Cyber Compliance Monitoring Network Intrusion Detection & Prevention Security Incident Event Monitoring & Management Log/Data Aggregation Securely Transmitted & Stored, Eliminating Overwrite Risk Real-Time Security Alerts & Reporting ...
relevant regions
Melbourne, FL, United States
M&A Platform
Go from succession planning to accessing new markets We give you the ability to buy, sell, or merge - and search for the best opportunities. Succession Link cuts out the middleman so you can open new doors and scale your firm....
relevant regions
Melbourne, VIC, Australia
Market Data
Iress Market Data serves a wide spectrum of participants with varying requirements. From wealth mangers needing an up-to-date portfolio valuation, to traders assessing positions they hold and research analysts looking to assess companies or securities so they can make recommendations. Iress connects to global exchanges and data vendors to process live......
relevant regions
New York, NY, United States
Marketing Automation
Features that boost your content marketing performance Automate & Stream - Build feeds of content that automatically stream to social media based on your content preferences, your audience data, and their engagement history Schedule & Deliver - Schedule content distribution across multiple social and online channels from preselected content categories Analyze Engagement -......
relevant regions
Melbourne, FL, United States
Marketplace
We've done the heavy lifting for you. Gain exclusive access to best-of-need products and services you can utilize through your Chalice membership....
relevant regions
New York, NY, United States
MCO Know Your Employee (KYE)
Employee compliance encapsulates many types of potential conflicts of interests. The MyComplianceOffice platform fully integrates functionality and data in a unique way to ensure nothing is missed and that you really Know Your Employee. ...
relevant regions
New York, NY, United States
MCO Know Your Third Party (KYTP)
Management of third parties and their inherent risk has become an increasingly important and complex activity. Studies have shown that share price can be negatively impacted by up to 2.5% when a company’s vendor is prosecuted by an enforcement authority. Most companies perform due diligence before contracting with a service provider. But......
relevant regions
Eden Island, Seychelles
MERJ Clear
Clearing The MERJ Clear clearing and settlement platform is integrated seamlessly with the matching engine of MERJ Exchange and as such is an integrated market. Thus, trade capture is 100% automated with no manual processes. Trades executed on the MERJ Exchange Automated Trading System (ATS) are automatically fed into the MERJ......
relevant regions
Eden Island, Seychelles
MERJ Depository
Registry services MERJ Dep maintains an electronic securities ownership register of uncertificated securities for securities listed on MERJ Exchange. MERJ Dep records all successful transactions of eligible securities executed on MERJ Exchange and cleared through an approved securities facility participant, which includes MERJ Clear. The MERJ Dep electronic register ties in......
relevant regions
Eden Island, Seychelles
MERJ Exchange
MERJ is developing a next generation global exchange ecosystem along with partners and participating service providers. The exchange will support global issuers of securities, digital assets and hybrid instruments through the entire asset life cycle from issuance to trading, clearing, settlement and registry. Highlights Equities, debt and derivatives markets As a fully fledged......
relevant regions
Hamburg, Germany
MessagePlus/Open
Fax over IP MessagePlus/Open includes a mature, reliable and powerful implementation of Fax over IP. As this is a pure software solution, there is no need for fax boards reducing cost and allowing the implementation of the complete system in virtualized environments. The solution has been tested for interoperability with equipment......
Harpenden, United Kingdom
Message Station
The Message Station product ensures clarity with high levels of security and reliability. Managing and preparing messages is natural and straightforward. The system supports all types of financial messages, such as high value payments, securities settlement instructions and trade finance instruments. There is comprehensive user security and a full audit......
relevant regions
Denver, CO, United States
MessageWatcher
MessageWatcher delivers a platform that enables you to manage all of your communications from one dashboard while mitigating risk and satisfying industry and government regulations. Our approach to data storage and automated reporting means that your compliance team will gain valuable time and increased productivity. We focus on providing intuitive, reliable,......
relevant regions
Lausanne, Switzerland
Metaco Harmonize
With the most secure and versatile core platform for institutional digital asset management. Store, trade and transfer Thousands of digital assets Tokenize and manage Regulated and non-regulated assets Connect and embed Into all relevant Web3 DApps securely...
relevant regions
Fort Worth, TX, United States
MetaMask
Buy, store, send and swap tokens Available as a browser extension and as a mobile app, MetaMask equips you with a key vault, secure login, token wallet, and token exchange—everything you need to manage your digital assets. Explore blockchain apps MetaMask provides the simplest yet most secure way to connect to blockchain-based applications.......
relevant regions
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
Princeton, NJ, United States
Microservices
Do you have an immediate need to quickly create digital services, but have longer-term goals of simplifying your legacy architecture or expanding your Cloud strategy? Touted by analysts like Gartner and Forrester and used by organizations like Amazon, Netflix, Nike, and eBay, microservices are now a critical part of many enterprise......
relevant regions
Redmond, WA, United States
Microsoft Azure
Azure for banking and capital markets Drive innovative cloud solutions in banking and capital markets with Azure. Deliver differentiated customer experiences, drive real-time payments, manage risk across the enterprise and optimise financial crime prevention. Speed decisions with rapid risk analysis and deep insight Take advantage of unlimited, elastic cloud resources to drive stronger......
relevant regions
Frankfurt, Germany
Middle and Back Office Systems
Today, you as a company have to process and manage a large number of different transactions, applications and contract forms. The administration is often still very time-consuming and often in paper form, with many printouts, multiple copies, e-mails, corrections and agreements. This also leads to more time and nerves spent......
relevant regions
Sydney, NSW, Australia
Migrate
Get organised with Migrate Drowning in archive boxes and hard drives of old client records? We’ll save you! Our Migrate service digitises your old client records, sets up Xplan as your System of Record and maps a path for your business toward ASIC and licensee compliance - all without you having......
relevant regions
Zurich, Switzerland
Mobile Banking
With Netcetera’s mobile banking, bank customers can access their assets, make payments, place stock exchange orders or contact the bank using the integrated mailbox at any time. Users can easily retrieve the location of the next ATM or branch and the correct emergency numbers for blocking cards in the public......
relevant regions
San Diego, CA, United States
Mobile Deposit®
Our patented, award-winning technology has been licensed by more than 6,100 financial institutions and is loved by more than 80 million consumers. Mitek has enabled more than 2 billion mobile deposits totalling US$1.5 trillion in cumulative check value. Saving banks US$5 billion Saving consumers 830 million hours Keeping 11 million tons of CO2 out of the......
relevant regions
Mountain View, CA, United States
MobileIron Access
Protect business data in the cloud Enforce smart, risk-based policies to prevent unauthorized users, endpoints, apps, or services from connecting to enterprise cloud services. Simplify security for your users Provide easy, intuitive, and transparent security solutions to drive user adoption and improve security hygiene. Did you know that compromised user passwords are the main......
Mountain View, CA, United States
MobileIron UEM
Secure mobile innovation delivered to the enterprise edge MobileIron secures the modern enterprise with a multi-cloud, multi-OS security architecture that puts the human experience first. Innovative leadership MobileIron delivers the power of mobile computing and well-informed decision-making where it matters most — at the edge of the enterprise. We enable seamless, secure access......
London, United Kingdom
Mobility
IT departments are faced with a dilemma as users and applications are being pulled further apart. On one end you have virtualisation and consolidation efforts that are centralising applications and data into fewer locations, on the other you have users who are increasingly distributed and mobile. Progressive organisations are today therefore......
Amsterdam, Netherlands
Modular Data Centre
1. Lower the entry cost of data centre capacity 2. Shift costs from CapEx to OpEx 3. Have access to rapid deployment Built from pre-fabricated superstructure elements for assembly on-site Deploys onto green field sites or into existing buildings Integrates infrastructure components from globally significant manufacturers Seamlessly expandable modules from 50 kW through 1 MW or......
Chicago, IL, United States
Morningstar® Enterprise Components
Build a lasting business for tomorrow What does it mean to transform? It could be scaling your digital presence globally, or something as core as delivering a better experience for investors. No matter the goal, we know this for sure: Rapid technology innovation calls for thinking bigger than we do today. Tools......
relevant regions
Alpharetta, GA, United States
Movius MultiLine
Safeguard company data with robust security controls MultiLine encrypts voice and text messages and stores only basic call information on the device. The MultiLine mobile app can be secured with popular EMM / MAM software and deleted from an employee’s phone in seconds, over the air. Mobile recording for compliance and quality......
relevant regions
San Francisco, CA, United States
MuleSoft Composer
Launch digital projects faster Use a simple integration and automation tool to connect systems easily with clicks. Boost IT and business collaboration Enable business teams to create integrations using IT-approved connectors and templates. Manage and secure data access Give business teams the ability to build confidently using a tool that IT trusts. For business teams Integrate apps......
relevant regions
Copenhagen, Denmark
Multi-Asset PB and Execution
65,000+ instruments from one account Access 65,000+ instruments across multiple asset classes, with execution, financing and real-time risk management from a single clearing and custody account. Forex - 190+ FX spot pairs and 130+ forward outrights. CFDs - 9,000+ CFDs across stocks, indices, FX, commodities and bonds. Stocks - 22,000+ stocks on 50+ exchanges......
relevant regions
Vancouver, BC, Canada
MyFO
We are a Saas company focused on providing banks with a UX driven infrastructure to service private banking and single family office clients. Your Entire Family Office Universe Managed on One Fintech Platform Consolidated Reporting Guided and Digitized Facilitation & Governance Family Office Information Repository MyFO™ Data Insights ...
relevant regions
Toronto, ON, Canada
My Insurance
Be one of the first insurance providers to offer your customers next-generation digital experiences with 1:1 personalized interactions across your digital channels. Drive engagement and usage of your products with a dynamic recommendation feed, pre-packaged with various relevant offers and guidance, from underwriting to claim resolution. My Insurance Experience Modules Pre-built packages......
relevant regions
London, United Kingdom
nChain Bespoke Solutions
At nChain we believe that the uses and applications of blockchain are truly limitless. That’s why, in additioin to our portfolio of existing products, we also collaborate with clients to create novel solutions using our extensive research library and development expertise. We build client teams that comprise strategists, researchers and technologists......
relevant regions
London, United Kingdom
nChain Off-the-Shelf Solutions
For ease of use and rapid deployment, we’ve developed a range of packaged solutions that combine many of our most requested features. Our Business Services team is ready to help you identify potential use cases for your business and where an off-the-shelf solution can help you generate value. Emerging applications Our team does......
relevant regions
London, United Kingdom
nChain Platform Services
Our Platform Services allow you to easily integrate enterprise-grade blockchain solutions. Platform Services enable you to benefit from the power of blockchain, from data publishing and retrival, to smart contracts and more, all without the need for in-house Bitcoin developers. These services can provide singular functions or work together to accomplish......
relevant regions
Chantilly, VA, United States
NetAccess
The challenge Operating on the Internet creates a cyber threat to those who conduct discrete market research, business intelligence collection, or establish private or privileged communications channels. The simplest online activity leaves a “footprint”. Anyone using the Internet “unprotected” exposes their IP address and network identity. This makes high-interest users such as......
Chantilly, VA, United States
NetEnclave
The challenge The biggest challenge to migrating to the cloud has been security. Most enterprises protect their sensitive and mission-critical data through the implementation of isolated enclaves that are completely within their control. With the shift towards cloud computing, enterprises need the capability to establish isolated networks within a cloud…network enclaves that......
Chantilly, VA, United States
NetProtect
The challenge WAN traffic is continuing to grow over 200 percent yearly. At the same time, MPLS bandwidth pricing, unlike decreasing cloud pricing, has remained relatively constant, further supporting the shift to SD-WAN solutions. Purchasing lower-cost bandwidth is a great way to handle the rise in overall WAN traffic without breaking......
London, United Kingdom
Network
Your network is the foundation of your IT. When your network under performs or - worse - goes offline, your most critical operations become impossible. But managing and monitoring a network takes time away from your core business. With Lanware, you get a trusted partner with proven financial services experience. We’ll......
London, United Kingdom
Network & Application Optimisation
As organisations consolidate IT and move to cloud environments, the distance created between users and their data often results in high-latency and reduced bandwidth. WAN optimisation, network performance management, and cloud storage solutions enable enterprises to overcome these drawbacks. At ITC, we make it easy to understand, optimise and accelerate IT,......
Charlotte, NC, United States
Network as a Service (NaaS)
IT wants to minimize the costs of managing network infrastructure, but needs control of secure, high performance networking. That's why NetFoundry reinvented NaaS to remove the telco, hardware and circuit handcuffs, and put IT in full control: IT centrally controls cloud orchestrated networking via your choice of web portal, APIs or......
relevant regions
Boston, MA, United States
Next Generation Antivirus (NGAV)
Cybereason NGAV enables: Effective malware defense Prevent malware with or without signatures immediately by leveraging multi-layered protection, machine learning, and behavioral analysis. Ransomeware protection Let the platform prevent ransomware automatically and save your analysts time with the best ransomware defense in the world. Fileless attack prevention Identify and prevent file-less attacks using behavioral analysis, whether they are......
relevant regions
Maynooth, Ireland
Nuapay
A new way to pay & get paid From global acquirers, to start up software platforms, our partners leverage the Nuapay Open Banking and Account-to-Account payment platform to be leaders in their industry Built on trust. Designed for the future Nuapay, a wholly owned subsidiary of Sentenial, is a dual licensed Authorised Payment......
New York, NY, United States
Nucleus API
Authentication Set single and multi-factor auth and client permissions. Onboarding and KYC Encrypted client onboarding, plus KYC/AML integrations. Accounts Create and manage client accounts & held away accounts. Portfolio management Manage securities, investment models, portfolios and goals. Performance Run robust risk and performance reporting on any entity. Orders Create and track single and bulk orders for trade execution. Questionnaires Configure decision trees and......
relevant regions
Salisbury, United Kingdom
Nucleus Wrap
One platform, one vision, leading technologyThe Nucleus wrap allows you to combine, or wrap, all of your clients’ investments into a single, manageable online account through a modern, service orientated, open architecture platform. This gives you the freedom to create financial plans to suit each and every client quickly and efficiently. Intuitive The Nucleus......
relevant regions
London, United Kingdom
Octo Members
Octo Members is the very first app-based private community for UK financial services professionals, where advisers, fund managers, wealth managers and professional consultants can come together to share knowledge and best practices. Bringing together many of world’s brightest thought leaders Become an Octo Member. Together we’re creating the largest, most comprehensive community-generated collection......
relevant regions
Boston, MA, United States
OEconnect
OpenExchange is a global video solution that offers live, broad video interoperability, supported by seasoned meeting specialists, to provide virtual experiences that actually work. Purposefully designed for the finance industry, over 2,400 sell side, buy side, and corporate issuers arrange live, direct and multipoint video meetings to deliver valuable investment content......
relevant regions
Boston, MA, United States
OEstream
OE Stream is the world’s most powerful and flexible solution for creating, organizing, distributing, and tracking live and on-demand video and multimedia content. OE Stream starts with our own Knovio smart media platform (link), the enterprise-grade video system used by more than 400,000 registered users in more than 150 countries on six continents. ......
relevant regions
Redmond, WA, United States
Office 365
What is Office 365? It’s the tools you need. Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. It's always up to date With an Office 365 subscription, you get the latest Office apps – both the desktop and online versions –......
relevant regions
London, United Kingdom
Office & Infrastructure Applications
It doesn’t matter how impressive your hardware is. Your productivity depends on the tools, feeds and applications you use every day. And with Lanware managing them and delivering them as a service, they’re always available and performing at their best. Lanware can take your first and third party applications and store......
Meyrin, Switzerland
OLYMPIC Banking System - Custody services
OLYMPIC Banking System offers fully integrated and automated functionality to manage custody and depositary services as part of the investment management value chain, including the safekeeping, processing and settlement of securities. Custodian and depositary banks are having to adapt to major shifts in the market, including continuous consolidations through mergers and......
relevant regions
Meyrin, Switzerland
OLYMPIC Banking System - Fund Administration
With growing investor appetites for sustainable finance and alternative investments, the investment fund industry is being pushed to streamline its processes and increase innovation within ever-decreasing timescales. OLYMPIC Banking System provides the flexibility, scalability and connectivity to enable institutions to streamline servicing processes for greater customer satisfaction while minimising operating......
relevant regions
Singapore, Singapore
OneLedger
OneLedger is a powerful general ledger interface which allows financial transactions from various external systems to be converted into GL postings for importation into the core general ledger. The system also maintains account balances and allows adjustments to ensure that there is a GL reconciliation between the two systems. OneLedger......
relevant regions
San Francisco, CA, United States
OneLogin
OneLogin is the identity platform for secure, scalable and smart experiences that connect people to technology. With the OneLogin Trusted Experience Platform, customers can connect all of their applications, identify potential threats and act quickly....
New York, NY, United States
OpenFin Container
If it runs in Google Chrome, it runs on OpenFin Building apps on OpenFin couldn’t be easier. Any web app that runs in Google Chrome can run on OpenFin OS unmodified and in a matter of seconds. OpenFin APIs (usually <1% of code) enable windowing, interoperability, and system access. Built On Web......
relevant regions
New York, NY, United States
OpenFin Workspace
Built on OpenFin’s industry-leading container, Workspace helps employees harness the power of seamless data flows, automation, context sharing and intelligent prioritization in a simple, personalized space that takes the labor out of work. Each component of Workspace is formidable in its own right, but the true power emerges when all the......
relevant regions
Boston, MA, United States
OpenVoice
The clear solution for business communication Conference-calling technology you don't have to think about - it just works Reservationless Anytime voice conferencing access with up to 500 callers. Outlook integration Schedule calls directly from your Outlook calendar. Unified administration center Instantly provision users and view usage reports. Mobile apps Start or join an online audio conference with one tap......
Newtown, PA, United States
Operate
Agile means open-for-business anytime and anywhere with operations that are optimized to re-define the customer experience while delivering enhanced business value. Our services New BPO / KPO: multifunctional teams and distributed platforms with tools that deliver immediate value in the as-a-service economy Dedicated delivery centers: scale up and scale out with dedicated delivery centers......
Zurich, Switzerland
Order and Execution Management
Wyden's Crypto Trading OEMS Offers Full Automation Wyden’s advanced crypto trading OEMS automates the entire trade lifecycle. Pre-trade Trade Post-trade Wyden’s Crypto Trading OEMS Offers Best-in-class Connectivity Access to more than 35+ of the largest crypto exchanges, brokers, and OTC desks worldwide....
relevant regions
London, United Kingdom
Order Routing and Settlements
With reliable and timely information instantly available in a robust trading environment, the industry can focus on giving its clients the service they demand. Our Distributed Market Infrastructure provides a shared view of settlement positions across all counterparties, so fund managers and distributors can calculate end of day net settlement positions......
relevant regions
Melbourne, VIC, Australia
Order System
Iress Order System (IOS+) is a complete trading and risk management software solution for global markets. Offering extended order routing, risk management capability and global market connectivity via FIX, direct access and Iress networks, it is the better way to trade across global markets....
relevant regions
Edinburgh, United Kingdom
Origo Dashboard Connector
The Pensions Dashboards Programme has given clear timescales for pension providers and administrators to connect to the pensions dashboard. This is a complex task, so we are launching Origo Dashboard Connector, a comprehensive and cost-effective way for providers and administrators to connect to the pensions dashboard – often referred to......
relevant regions
Edinburgh, United Kingdom
Origo Integration Hub
Connect once to our Hub, connect to everyone Our Integration Hub sits in-between platforms and adviser software suppliers, providing benefits such as: Significantly improved integrations between organisations - removing complexity and additional maintenance. Simplified integration with trading partners. Removing the need to undertake a new IT build each time. Simplified integration process. By supporting......
relevant regions
Edinburgh, United Kingdom
Origo Mortality Screening
Mortality Screening Reduce fraud and identify significant savings through reduced annuity write-offs. 'Gone Away' Tracing Reunite customers with their assets by cleansing your data and keeping your customer records up-to-date. Lexis Nexis In association with Lexis Nexis, one of the leading data services companies in the UK. Helping you to manage customer data We work in association......
relevant regions
Edinburgh, United Kingdom
Origo Transfer Service
The Only Complete Transfer Service Transfer times reduced by 80%, with many in less than one hour Handling over one million transfers each year Over £41.5 billion of customer assets transferred annually The UK Market Leader Launched in 2008, the Origo Transfer Service was the first of its kind available in the UK. It is......
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
Amsterdam, Netherlands
Palmyra
Your Accelerator for Digital Transformation Whether you are insurers, wealth managers, asset servicers, your business roadmap needs to adapt drastically to innovation, and seize the opportunity with the quickest time-to-market. At VERMEG, as we are continuously investing on adaptive solutions and innovations in the Digital ecosystem. Palmyra is set of services based upon: Digital......
relevant regions
Worcester, United Kingdom
Paws
Paws accurately audits your workstations, laptop and server configurations to validate compliance with industry standards in minutes. And if industry standards don’t meet your needs, create and save custom audits that you want, quickly and easily. Using Paws, your cybersecurity team is empowered to make the shift from ‘checkbox compliance’ to......
relevant regions
Melbourne, VIC, Australia
Pay
Flexible Tailored to match your payments processes and workflows. Pay supports a variety of payment types including bulk payments and multi-step approval processes – streamlining operations. Robust Easily track and monitor the status of each transaction. Pay is designed to securely handle large volumes and types of transactions, with key actions recorded to......
relevant regions
San Francisco, CA, United States
Payment Links
Accept payments in minutes, without a line of code Create a link You can use Payment Links to sell a product or service, start a subscription, or collect a donation. Match the look and feel of your brand by adding your logo and colors. Share the link Paste or embed the link anywhere. The same......
relevant regions
London, United Kingdom
Payment Orchestration
Simplifying the complex Form3 Payment Orchestration delivers a comprehensive solution that coordinates calls between internal and external systems, enabling banks to dynamically configure, and reconfigure payment workflows for successful transaction processing. Our flexible orchestration engine empowers banks to embrace propositional, technological or organisational change at pace. With Form3 Payment Orchestration, configurational......
relevant regions
London, United Kingdom
Payment Platform
End-to-end payment processing in real-time Form3 has a complete Payments-as-a-Service offering for your mission-critical payments operations. You can focus your resources on delivering value to customers, and not on maintaining legacy payments infrastructure. Form3 follows a dev-ops approach with focus on information security, delivering a continuously updated and secure platform that has......
relevant regions
London, United Kingdom
Payments
Reduce costs Avoiding the costs associated with traditional card payments significantly reduces the overhead for merchants. Drive conversions Removing the need for payment details improves the customer experience and reduces drop off rates. Faster access Why wait days for payments to clear? Choosing the fastest payment types around means that most transfers happen in minutes....
San Francisco, CA, United States
Payments
Payments for any business From e-commerce stores to subscription businesses, to platforms and marketplaces, we offer a complete stack for all your payments needs across channels. Get started in minutes Create an account online in minutes and use our libraries and SDKs to securely accept payments. We’ll deposit your funds directly into your......
relevant regions
Reykjavik, Iceland
Penetration Testing
What is penetration testing? Penetration testing and vulnerability assessments with companies are becoming increasingly common place as companies become more reliant on IT Systems and the sensitive data they may store. Companies may need to comply with international standards and requirements that require regular testing. This could include standards such as......
Stavanger, Norway
Pension as a Service
Shorten your time to market with an all-inclusive white label solution Integrated pension wrapper Scalable SaaS Solution Pay-as-you-go agreement White label API first ...
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
Givatayim, Israel
Personetics Assist
Personetics Assist is the only digital self-service solution built specifically for the financial services industry. The solution is installed today at leading financial institutions, providing personalized service and assistance to tens of millions of customers. Financial institutions that use Assist are rewarded with higher operational efficiency, customer satisfaction, net promoter......
relevant regions
Singapore, Singapore
Platform
Gaming, art, music, sports—whatever NFT project you're dreaming up, our platform can make it a reality....
Birmingham, United Kingdom
Platinum~Pro
SIPP~Pro SIPP~Pro has evolved over 20 years of constant regulatory change to be broad and deep, meeting the multifarious needs of all SIPP providers in today’s heavily regulated and competitive market Comprehensive SIPP regulatory and administration functionality, enabling automation of target operating model via seamless integration Drives data integrity, good governance and reduces......
relevant regions
Fehraltorf, Switzerland
Portfolio Data Integrator
A partnership solution with industry-leading software providers The Incentage Portfolio Data Integrator is the industry-leading solution to integrate custodian data into portfolio management systems. It allows asset managers to reap the full benefits of increased volumes (either by new client acquisition or in the form of increased trading), while costs per......
relevant regions
Raanana, Israel
Portnox CLEAR
Portnox CLEAR is a NAC as-a-Service solution connecting enterprise to its risk-based perimeter Continuous endpoint risk assessment Detect unsecure, vulnerable and compromised devices, send alerts, and take automated actions Control access & security governance Easily enforce access security policies across all access layers and optimize awareness of hidden threats IoT discovery & visibility Identify the loT devices......
Raanana, Israel
Portnox CORE
Agentless Software based Vendor agnostic Simple to deploy No network prep work required, no appliance installations or infrastructure changes. Simple to operate Web based, self-explanatory UI, with smart workflows, easy onboarding and automated response actions. Simple to maintain No need to replace appliances when increasing number of devices, cluster and backups done via software, pay for what you......
New York, NY, United States
Post-Trade
Settle with confidence Cutting-edge automation technology with enterprise-grade security so you can manage your post-trade workflow with confidence. Paxos is a trust company, regulated by the New York State Department of Financial Services (NYDFS). All client funds are held in segregated accounts. Reduce settlement risk Automate and manage precious metal settlements through a single interface Reduce......
Harpenden, United Kingdom
Pousto
The system was created as a result of Actuare modelling the buy-side workflows across the front office, dealing and settlements for FX accommodation deals. FX workflows Pousto facilitates simple FX order management and includes: Order passing Dealing (with assignment) Matching Netting and settlement A solid platform for operations Pousto is a flexible framework for order management and transaction......
relevant regions
Sydney, NSW, Australia
Practifi Sandbox
A safe place to test, train and innovate Practifi Sandbox helps fuel your firm’s innovation by providing a safe environment to facilitate team training, upgrade your platform and test new customizations. Train teams quickly Train your teams on new product features or customizations in an isolated environment. Manage risks effectively Test new product releases and customizations......
relevant regions
London, United Kingdom
Predict
In order to fully utilise available funds and maximize investment opportunities, institutions need an efficient and accurate method of calculating their intra-day cash positions and projected balances. Cash flows result from a multitude of sources, spanning many business lines, such as treasury, securities and payments, and nowadays the trend to consolidate......
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
London, United Kingdom
Private Wealth
Bespoke withholding tax solutions for: Retail Banks Wealth Managers Family Offices High-Net-Worth Individuals At the heart of your reclaim network Tax Advisors Wealth Managers Foreign Tax Offices High-Net-Worth Individuals Foreign Issuers Private Banks ...
relevant regions
Warrington, United Kingdom
Process Assessment Tool
Can I automate this? Will I gain any business value from that automation? The Process Assessment Tool will answer your most critical questions and set you on the right path to creating a consistent pipeline of automation opportunities. Taking the guesswork out of intelligent automation We're taking the guesswork out of intelligent......
relevant regions
Warrington, United Kingdom
Process Intelligence
What Is Process Intelligence? Process Intelligence includes process mining and task mining, with analytics to capture a highly accurate, data-driven view of your current processes and tasks. It uses primary path analysis, what-if modeling and predictive simulations to find the optimum process and task flows, enabling you to optimize as you go......
relevant regions
San Francisco, CA, United States
Programmable SMS
Write the code that counts Get to the important work faster using helper libraries, monitoring and debugging tools, documentation in your language, and even a serverless environment to host your code. Phone numbers that get the job done With phone numbers available in over 30 countries, Twilio’s inventory lets you pick the right......
relevant regions
San Francisco, CA, United States
Programmable Voice
Hardware is painful. Software is powerful Build the exact call experience you want using an intuitive API that scales beyond anything you can do with outdated hardware. Quality calls with low latency and clear audio Latency can break up the natural rhythm of your call. Twilio ensures call quality by routing calls to......
relevant regions
London, United Kingdom
Project & Technology Management
Whether you are setting up a new business, relocating to a new office or changing providers, we will manage the entire project lifecycle – from project management, project design and implementation to, relocation, arranging dedicated leased lines, phones lines, structured infrastructure and more....
Toronto, ON, Canada
Purpose Advisor Solutions
At Purpose Advisor Solutions, we have a single focus — helping create and grow highly profitable advisory businesses by providing the services and digital tools to meet the needs of their clients, simply and effectively. You and your clients are the heart of our company, and our platform has been purpose-built......
relevant regions
London, United Kingdom
Qomply Unified Message Monitor
The unified messaging monitor can be used stand-alone or integrated into an existing technical infrastructure through an API. Optionally, the monitor can be used as part of the entire QomplyPi Sensitive Data Solution....
relevant regions
Novosibirsk, Russian Federation
QORT Software Platform
QORT based solutions serve for end-to-end automation of the following operations – monitoring and managing positions and risks over all markets and groups of participants, determination of financial results, automation of accounting operations, requisite report preparation, reporting of OTC trades, depositary accounting. midQORT An automated middle office that provides monitoring and management......
relevant regions
New York, NY, United States
Quad9
Quad9 is a free security solution that uses DNS to protect your system against the most common cyber threats. It improves your system’s performance, plus, it preserves and protects your privacy. It’s like an immunization for your computer. Global Cyber Alliance, Packet Clearing House and IBM worked together to create this......
relevant regions
Mountain View, CA, United States
QuickBooks
Make organization easy We don’t expect you to be an accounting expert. That’s why QuickBooks keeps everything organized in one place. 98% of customers agree it’s a simpler way to manage their business. Get time on your side Connect your bank account to automatically import and categorize transactions. Sync with popular apps and......
relevant regions
Torrance, CA, United States
Quik
Quik! is a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. Its technology is simple and easy to use, reducing the time and hassle of paperwork and empowering users to do their best work. Each form is fillable, interactive, secure and signable, allowing......
San Francisco, CA, United States
Radar
Use ML that actually works Radar helps detect and block fraud for any type of business using machine learning that trains on data across millions of global companies. It’s built into Stripe and requires no additional setup to get started. Stop blocking legitimate customers Old ways of combating fraud were never designed for modern......
relevant regions
New York, NY, United States
Raptor Trading
Founded in 2003, Raptor Trading Systems has emerged as a leading global provider of trading technology and services. Our next generation solutions, combined with our personalized high-quality service, deliver unmatched results. Our mission Simplifying and improving upon the end-to-end trading process is a shared goal throughout Raptor Trading Systems. A major part......
Perth, WA, Australia
Realtime Solutions
Finesse Contract Origination A customer facing front-end system to record comprehensive customer information, calculate finance quotes, facilitate credit and risk assessment, generate contract documents and load directly into your back-end system. It provides for multi-company and multi-currency operations. Fiscal Contract Management A highly functional and robust back-end system that is capable of accounting for all......
Zurich, Switzerland
reclaimer
reclaimer® is a user-friendly web-application that manages and optimises the entire process for withholding tax relief at source and reclaim: from data import and validation, to data enrichment, reclaim/relief calculation, document production, and cash allocation. Increased after-tax return Withholding taxes on dividends and interest income reduces return on investment; reclaiming them, where......
Denver, CO, United States
Red Canary
Start with extreme visibility Most investigations lead to the endpoint, which means the best way to prepare for and investigate adversary behavior is to collect immense amounts of data from your endpoints. Red Canary collects endpoint data using the Carbon Black Response and CrowdStrike Falcon. These two sensors pioneered and lead the......
Raleigh, NC, United States
Red Hat for Financial Services
Our world has transformed. Financial services companies must optimize business processes and evolve their cultures so they can meet changing demands. Red Hat is here to help you meet the needs of your customers—while still reducing risk, and maintaining compliance—in these unprecedented times. Banks are placing a high priority on adapting......
relevant regions
Epalinges, Switzerland
RegData Protection Suite (RPS)
RPS offers 4 essential services: Data Protection Static and dynamic protectyion for confidential customer data, with all of our protection libraries: Anonymization, pseudonymization, encyption, and tokenization. Data Compliance The challenge is to provide security and compliance reports automatically, in real time that are auditable. These reports play the role of proof where all protection and......
relevant regions
Boston, MA, United States
Regulatory Compliance
Outdated manual methods of governing data simply can’t keep pace with growing governance objectives or with critical business needs. Immuta’s unified access and control layer creates one single, intuitive place to manage all data. Governance personnel can author and apply complex policies on all of your data without having to write......
relevant regions
London, United Kingdom
Reporting
Distributors can focus on their investors knowing they can reconcile more quickly and more accurately, as well as forecast liquidity requirements more easily. This frees them to focus on servicing their investors. We accept statement of holdings and transactions in numerous formats and various connectivity methods from multiple fund managers and......
relevant regions
Bloomington, MN, United States
Reporting
We turn your data into actionable information helping you make informed data-driven business decisions faster, earlier, and with confidence. Drive growth and increase sales productivity with analytics and performance insights, while reducing operational costs. Our reporting tools delivers business intelligence and analytics, providing a comprehensive outlook of the organization. By......
relevant regions
London, United Kingdom
ReportShield Accuracy Testing
Kaizen’s multi-award winning Accuracy Testing is Kaizen’s flagship product for a reason. The quality assurance service is the only one on the market with the ability to fully assess the quality of data reported to the regulator. Utilising Kaizen’s deep testing methodology, the automated, managed service includes regular testing across all......
relevant regions
London, United Kingdom
ReportShield Control Framework
Regulatory reporting errors are often a consequence of weak or incomplete control frameworks within investment firms. Kaizen’s comprehensive governance framework is designed by our regulatory reporting specialists to promote the completeness, accuracy and timeliness of your reporting. Key features A full governance framework and suite of policy and guidelines documentation Covers governance, accountability and......
relevant regions
London, United Kingdom
ReportShield Reference Data Testing
Kaizen’s Reference Data Testing service identifies errors in static data to ensure it is fit for your reporting requirements. Incorrect reference data can affect multiple trades across many different regimes and can have a knock-on effect on your reporting quality across all jurisdictions, leading to regulatory scrutiny, costly remediation and fines. Key......
relevant regions
Boston, MA, United States
Rescue
Connect. Solve. Done. Forget waiting. Get going and solve the toughest issue with battle-tested speed, scalability and reliability — Rescue gets you connected in 20 seconds or less. Smarter support Rescue aggregates session and resolution data in real time so you can monitor and manage your support teams more effectively. Simply solved Rescue is simple......
Madrid, Spain
Revelock Fraud Detection & Response Platform
The Revelock Fraud Detection & Response Platform enables customers to implement Revelock active Defense and Revelock Pre-emptive Defense. By stopping active threats like malware and phishing along with bad actors already operating inside your organization, Revelock protects users and ensures operations teams are not overwhelmed with alerts. These defensive capabilities......
relevant regions
Melbourne, VIC, Australia
REVEX sms
Self-managed Software provides you with the latest, most comprehensive, cloud based, revenue management system on the market. As the name suggests, this solution offers cost effective revenue management for those licensees that are comfortable with processing their own commissions and revenue payments. Revenue processing is a niche industry, so if you have......
relevant regions
North Salt Lake, UT, United States
RightBRIDGE Dashboard
Case Activity Statistics Widget This widget provides a quick summary of system activity based on multiple criteria. From different points in this widget a user may click to a case, a case history, or a filtered set of cases in the case explorer. Case Explorer The case explorer presents case data in a......
relevant regions
Sydney, NSW, Australia
Risk Assessment Platform
The Risk Assessment Platform makes reporting and benchmarking easier by identifying and understanding what risks to assess. With a highly configurable risk assessment framework based on industry standards, flexible risk methodology and structured workflow, businesses can demonstrate sound risk management practices to regulators. ...
relevant regions
Athens, Greece
RiskAvert
RiskAvert is the modern risk management solution that allows financial institutions to gather and reconcile data, calculate, aggregate and report regulatory credit, market, operational and concentration risk in a natively integrated, yet modular environment. It covers all approaches for operational, market and credit risk calculation allowing the bank to evolve from......
relevant regions
London, United Kingdom
Risk-based Scorecard Review
Generate a risk level for each client Enhance your existing KYC process to generate a risk level for each client. Configure review to align with enterprise risk appetite and regulatory requirements Configure user-interface to align with company policies and risk appetite....
relevant regions
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
Warrington, United Kingdom
Robotic Operating Model 2
No matter where you are on your intelligent automation journey, ROM2 is the formula for success, driving growth in your organization. What ROM2 will do for you Vision - Build a strategy and governance framework to support your organization’s vision. Unified workforce - Transition towards a unified workforce, seamlessly connecting people and digital co-workers. Transformational......
relevant regions
Zurich, Switzerland
ROCKON | MeetON
MeetON is a modular virtual collaboration platform for business professionals. It is a «browser-based solution» that does not require any software installation and offers cutting edge security standards for audio and video conferencing [under Swiss data jurisdiction]. Top Customer Benefits: 1. Swiss standard of security and jurisdiction. 2. Transparency and highest compliance standards. 3. Seamless integration......
relevant regions
Zurich, Switzerland
ROCKON | PayON
PayON is our solution for fully digital transactions of high value goods via an «Escrow Payment» service [>$10,000]. It enables customers to realize frictionless trade relations worldwide and reduce fraud – compliant, cost-effective, fast. PayON ensures a seamless experience end-to-end, covering all necessary functions like: Customer identification and verification Electronic signature Video collaboration Contract management Tracking......
relevant regions
London, United Kingdom
SaaScada Cloud Native Core Banking Platform
Our core banking engine was born in the cloud. SaaScada uses cloud-native software architecture and infrastructure to deliver: A flexible yet highly scalable ledger system. A refreshingly simple product management approach and plug and play integration framework...
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
London, United Kingdom
Screening Deployed 2.0
Advanced algorithms to reduce false positives SD2.0 uses the latest screening technology and sophisticated algorithms to reduce false positives while detecting real and relevant matches. Having fewer false positives lets you focus on the most important cases and reduce unnecessary, repetitive tasks. Instantly test and improve screening processes with the new Sandbox......
relevant regions
New York, NY, United States
Secondary Trading
The robust features and tools you need Deliver access, liquidity, and transparency for investors in your secondary market. Patent Pending Technology Quotation Bureau & Qualified Matching System White Label Or API Deployment Manage Your Marketplace Monitoring Via A Robust Risk & Surveillance Engine One Partner For End-To-End Support ...
relevant regions
Zurich, Switzerland
Security Suite
In a digitalized environment, it is hard to find security and authentication solutions that are both sophisticated and easy to use. The ti&m security suite covers all digital authentication and authorization requirements with flexible modules in a single product. We guarantee maximum usability and the highest security across all channels. Our......
relevant regions
London, United Kingdom
Senseon Enterprise
Senseon offers security teams unparalleled visibility across their organisations, allowing for the detection of even the most subtle and complex of cyberattacks. By alerting accurately on genuine threats, Senseon dramatically reduces false positive alerts. Senseon’s ability to think like a human analyst allows it to not only automate many of the......
relevant regions
London, United Kingdom
Senseon Pro
Helping organisations with 200 or fewer employees, who operate from a single business location, Senseon Pro automatically detects in progress cyber threats and alerts customers through its intuitive, narrative-based interface. Able to think and act like a human security analyst, Senseon Pro automates many of the repetitive investigative tasks, but also......
relevant regions
London, United Kingdom
Senseon Reflex
When it comes to threats such as ransomware, time is critical, and accurate, speedy threat detection and response capabilities are crucial. This cost-effective solution helps organisations deal with these challenges by automating the process of threat response and taking appropriate action on their behalf. In operation 24/7, Senseon Reflex works tirelessly......
relevant regions
San Francisco, CA, United States
Service Cloud
Start your AI and data journey with Einstein 1 Service and Field Service Deliver personalized support from self-service to the contact center to the field at scale with trusted AI and data. Bring every support process onto the Einstein 1 Platform with Service Cloud and Field Service so you can decrease costs and......
relevant regions
London, United Kingdom
Settlement
The bespoke settlement system provides for multi-currency and multi-entity capabilities, and caters to complex administrative and client-specific requirements across multiple asset classes, wrappers and products. Straight through processing, reconciliation and exception, and risk management are core principles of the system....
New York, NY, United States
Settlement Service
Streamline streetside settlement of equity securities Benefit from real-time secure, immutable ledger that will serve as a backbone to modernizing operational systems Shape the market infrastructure of the future at the foundational level by joining the Pilot for Paxos settlement Digital transformation is inevitable Join the pilot for US equities Compatible with today’s operations Fully-tested with......
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 Service
No more spreadsheets! Kaizen’s Shareholding Disclosure Service is an automated software solution for the monitoring and reporting of shareholding disclosures, an extremely complex area for compliance professionals. With more than 400+ global rules, across more than 100+ jurisdictions, Kaizen’s has been designed by experts with years of first-hand experience working, who......
relevant regions
Basingstoke, United Kingdom
Shark Software
Everything you need to create customer specific, ROI-based business cases for your solutions and services. It's easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in your solution. Shark software is used by pre-sales, sales, value teams and customer success to ensure......
relevant regions
Zurich, Switzerland
Sherpany
Sherpany meeting management software Sherpany maximizes your compliance and ensures the highest European security standards when it comes to protecting confidential data. Our meeting solution is ISO 27001 and ISAE 3000 certified, compliant with GDPR and FINMA regulations, and not affected by the US CLOUD Act. Your company can ensure maximum protection......
relevant regions
Zug, Switzerland
SIBEX
Features 100% peer-to-peer No account required, no middlemen. Create your own trading groups On SIBEX you can create neutral, safe, & private groups. Trade BTC for any ERC-20 With our unique cross-chain solution you can trade any ERC20 asset to BTC. You can also trade your own erc20 token and create custom trading pairs. Secure Your personal data and keys are......
relevant regions
San Francisco, CA, United States
Sigma
Instant answers powered by SQL We built Stripe Sigma to help businesses quickly analyse their Stripe data and to enable teams to get faster business insights. Know your company With structured access to your data, you can identify which customers are least likely to churn this year, look up which geographies contribute the most revenue,......
relevant regions
London, United Kingdom
SmartIQ
Digital Forms Transformation Software Can Make Your Business SMARTER Static fillable PDF and web forms are dinosaurs in today’s digital-first world. It’s time to transform traditional forms-based processes into intelligent, conversational user experiences. Attract customers – and keep them loyal – by delivering seamless, mobile-friendly, guided interactions while also streamlining internal......
Sydney, NSW, Australia
SMSF Administration
Whether you are starting out in SMSFs, or looking for the best way to support your existing SMSF clients, choosing the right professional administration service is key to growing your SMSF business and providing the best service to your clients. Let’s get smart – your essential administration solutions With more than 30......
San Mateo, CA, United States
Snowflake for financial services
It has proven to be difficult to effectively access and leverage data in financial services due to aging on-premise legacy systems, the inability to securely access critical third-party data hamper modernization, strict regulatory compliance, and growth in security concerns. Snowflake’s Data Cloud eliminates data silos so you can access virtually all......
relevant regions
Warrington, United Kingdom
SS&C Blue Prism Cloud
What is Cloud? Cloud automation combines our proven intelligent automation technology — digital workers with built-in artificial intelligence (AI) and seamless integration capabilities — to bring you a fully hosted and fully managed platform delivered from the Microsoft Azure or AWS cloud. Dedicated to you, Cloud is powered with the latest capabilities......
relevant regions
Warrington, United Kingdom
SS&C Blue Prism Enterprise
With your new unified workforce, your people are free to focus on customers and creative, high-value projects — the transformational work that matters most to your business. Foster teamwork between your people and automation What if your organization had access to an unlimited workforce of digital workers, ready to help you 24/7?......
relevant regions
Windsor, CT, United States
SS&C Hubwise
SS&C Hubwise is more than just a client service and accounting platform, it integrates all your processing needs. Let us show you how you can manage your operations and leave you to what you do best, manage your firm and deliver the highest client standards. A New Engine to Drive Future......
relevant regions
Geneva, Switzerland
SSL Certificates
WISeKey is a leading eSecurity company, with over 15 years of experience in information security and trusted digital identities. Our strategic location in Switzerland and partnership with OISTE foundation set us apart from other digital security providers, in that we can offer geopolitical neutrality. Our certificates are trusted globally by a......
Zurich, Switzerland
Staking
Seamlessly integrated institutional-grade trading, custody, and staking of crypto assets Custodial staking with Crypto Finance ensures that clients do not need to think about blockchain-related operations. We manage the end-to-end operational flow. Start staking now with Crypto Finance and get staking rewards Institutional participants can now start staking crypto assets effortlessly: Easily enable your own staking products Put your......
relevant regions
New York, NY, United States
StoneX
What we offer We provide institutional access to 36 derivatives exchanges, 175 foreign exchange markets, nearly every global securities marketplace and a number of bi-lateral liquidity venues, as well as retail market access via Forex.com and City Index, among other platforms. We deliver this access with support throughout the entire lifecycle......
relevant regions
London, United Kingdom
Storage
The best storage makes your data easily accessible, consistently responsive, and robustly protected. With Lanware, you can take advantage of off-site enterprise-grade storage so you can concentrate on your technology and your data - not where it’s held. Your data will be stored in one of our Level 3 datacentres, secured......
London, United Kingdom
Storm Private Cloud™
Supporting tens of thousands of companies – we will ensure you have maximum uptime and the most resilient service possible – the smooth running of your systems is our upmost priority....
Fehraltorf, Switzerland
STP Screener
Straight through processing (STP) is key to cost-efficient messaging. Automated information exchange relies on messages that do not require manual intervention. The Incentage STP Screener identifies the reasons for unnecessary costs in your messages. It brings message quality to light – both for the processing of messages generated in-house and incoming......
London, United Kingdom
Sub-Register
Once an order has been submitted and settled, our Distributed Market Infrastructure automatically reflects the trade on a shared sub-register that can be viewed by both the distributor and the fund manager. By creating an external, reliable and accurate history of all orders and register events the sub-register directly supports our clients’ business continuity......
relevant regions
Amsterdam, Netherlands
Surfly
Surfly is a universal co-browsing technology that helps leading organizations across many different industries to visually engage and collaborate online. Surfly's co-browsing technology is powerful but easy to use. Without requiring downloads or installation you can view the web-browser of a customer on any website or web application in real-time. We......
relevant regions
Cupertino, CA, United States
Swift
Modernize your business apps with Swift Modern development tools make it easy for developers to create engaging app experiences for customers and employees. Swift is an open, flexible, and powerful programming language that lets developers easily build business apps that run on all Apple platforms, as well as server-side platforms like Linux. A faster......
relevant regions
London, United Kingdom
SWIFT Tester
The SWIFT Tester (powered by Transformer) enables you to run a test environment from within your own network to simulate ACK/NAK and error code responses from any Swift MT (ISO 7775 and ISO 15022) or MX (ISO 20022) message. It is a scalable solution that can be run via a GUI on an individual desktop or be deployed as......
relevant regions
Zurich, Switzerland
Sygnum B2B Banking Services
Segregated wallets Store your clients’ digital assets with institutional-grade trust in segregated wallets, off balance sheet. One-stop-shop Modular access to Sygnum’s entire suite of banking services is available through one entry point, including accounts, payments & custody, brokerage, tokenization, lending and asset management. Automated integration Through a seamless integration setup, Sygnum empowers established financial institutions......
relevant regions
Zurich, Switzerland
Sygnum Custody
Secure key management The technology for Sygnum’s custody is built with a multi-layered security approach, both across hardware and software, as well as processes and governance – maximising security of private keys. The key ceremony has been ISAE 3000 audited. This eliminates the administrative requirement for clients to secure and maintain their......
relevant regions
New York, NY, United States
Symphony
Symphony combines conventional chat, voice, and video conferencing onto one platform. Conversations On Symphony, just click a button to start a message. Chat directly with one or many people inside and outside your company. Rooms Stay connected with other team members in an online workspace with persistent messaging, file exchange, live screen share and......
relevant regions
Seattle, WA, United States
Tableau Advanced Management
Tableau Advanced Management brings together manageability, security, and scalability capabilities for customers running Tableau in mission-critical use cases. Advanced Management makes it easier to understand your Tableau ecosystem whether you’re using Tableau Cloud or Tableau Server. With Advanced Management’s highly configurable capabilities, administrators can meet tough security requirements while delivering......
relevant regions
Seattle, WA, United States
Tableau AI
Tableau AI brings trusted generative AI to the entire Tableau Platform to democratize data analysis and simplify insights consumption at scale. This next generation of Tableau accelerates time to value and reduces repetitive tasks for the data analyst with smart suggestions and in-product guidance. And because Tableau AI is built......
relevant regions
Seattle, WA, United States
Tableau Cloud
As a fast, flexible, easy-to-use self-service platform designed to fit your enterprise architecture, it streamlines the power of data to make people faster and more confident decision makers from anywhere. Prepare your data, author, analyze, collaborate, publish, and share in Tableau Cloud. Tableau Pulse is now generally available on Tableau Cloud,......
relevant regions
Seattle, WA, United States
Tableau Desktop
With an intuitive drag and drop interface, you can uncover the hidden insights you need to make impactful business decisions faster, even when you are offline. All while leveraging trusted and governed data in a secure self-service environment. Tableau Desktop capabilities Power real-time data exploration Automate augmented insights Drive smarter decisions with AI Share and......
relevant regions
Seattle, WA, United States
Tableau Prep
Tableau Prep Builder provides a modern approach to data preparation, making it easier and faster to combine, shape, and clean data for analysis within Tableau. By providing a visual and direct path to prep your data, you can get your hands on quality data in just a few clicks. Tableau Prep......
relevant regions
Seattle, WA, United States
Tableau Pulse
Tableau Pulse is a reimagined data experience, built on the Tableau platform, that empowers every employee with intelligent, personalized, and contextual insights delivered in the flow of work. Tableau Pulse helps everyone in your organization integrate data into their daily jobs to make better, faster decisions. Without having to learn......
relevant regions
Seattle, WA, United States
Tableau Server
Extend the value of your data across your entire organization with Tableau Server. Empower your business with the freedom to explore data in a trusted environment—without limiting them to predefined questions, wizards, or chart types. Have the peace of mind that both your data and your analytics are governed, secure,......
relevant regions
Munich, Germany
Tangany
Tangany suite Bridge the gap with technical confidence and regulatory security Access the world of digital assets with ease, leveraging the technical and regulatory framework of Tangany. Features Core Custody Solution - Our Wallet-as-a-Service (WaaS) core custody solution offers maximum security and flexibility for your digital assets. Crypto Accounting - Integrate full bookkeeping for digital assets......
relevant regions
Geneva, Switzerland
Taurus Capital
Turn private assets into digital assets All types of tokenised assets. Tokenised assets: proprietary or external Equity, debt, structured products, commodities, alternative assets and NFTs (e.g., art, music rights). Securities issued by yourself or already issued by your clients. Generic contracts: no limit Able to issue, detect and process any type of smart contract on......
relevant regions
Geneva, Switzerland
Taurus Explorer
In real time transfer assets, monitor wallets 1 unified API, 10+ blockchains, SLA 99%+ Expand your blockchain technology coverage instantly. Risk management and reporting automation Perform analysis per counterparty, see risk exposure and set-up alerts. GDPR compliant, ISAE3402 Type II, Swiss-cloud Cover all regulatory requirements....
relevant regions
San Francisco, CA, United States
Tax
Don’t let taxes hold you back Internet businesses are required to collect taxes in over 130 countries and in most US states. Staying compliant can be challenging, especially as your business scales. Tax rules and rates change constantly and vary based on what and where you sell. If you ignore these......
relevant regions
Mumbai, India
TCS Business Records Management
Challenge Key challenges for BFSI firms in business record management include complying with legal and regulatory policies, and siloed information. The volumes generated have increased along with cost of recovering misfiled documents, calling for robust document record management systems. Auditors and investigators are looking for accuracy in compliance reporting functions. Financial......
relevant regions
Mumbai, India
TCS Conversa™
Challenge While artificial intelligence has the potential to transform customer experience and improve business operations, most enterprises are yet to leverage it optimally. Even though Chatbots are being used as basic FAQ engines they are unable to process complex queries, multilingual requirements, and culture-specific approaches. Companies need powerful, next-gen bots to......
relevant regions
Mumbai, India
TCS Digital Onboarding
Challenge Sales teams and expansion efforts at non-banking financial companies are bottlenecked by the absence of robust digital onboarding systems. As top players deploy smart solutions to tackle increasingly complex and newer challenges of today’s business conditions, their sales and service teams are setting up new standards for customer expectations. Disruptive......
relevant regions
Mumbai, India
TCS Enterprise Regulatory Compliance Management Framework
Challenge Compliance has emerged as the main focus area for financial firms, and any lapses are severely penalized. Regulators expect financial firms to efficiently manage risk and demonstrate that they have the systems, processes, and controls in place to do so. However, financial firms struggle with siloed systems, disjointed workflows, and frequent human......
relevant regions
Mumbai, India
TCS Integrated Information Controls Framework
Challenge According to The Basel Committee on Banking Supervision (BCBS), banks must consistently demonstrate the maturity to carry out risk information management functions. BCBS 239 norms on risk data aggregation and reporting require rigorous data control mechanisms to ensure high-quality data across multiple dimensions. However, lack of transparency and reliability limit......
relevant regions
Mumbai, India
TCS Tran$form©
Challenge With the advent of digitization, BFSI organizations are increasingly facing issues such as rapidly evolving customer expectations, rising operating costs, and emerging technology-enabled competitors. Undertaking large-scale digital transformation to tackle these challenges often tends to obstruct the day-to-day operations. Also, the lack of in-house digital talent and synchronization between digitization......
relevant regions
Denver, CO, United States
Technology Services
More Time In Your Day, More Money In Your Pocket Technology integration and consolidating systems are critical to streamlining your business. Eliminate busy work and discover what you can do with all that extra time and savings. Portfolio management system Industry leading system integrations Financial planning CRM Analytics Cloud based solutions On-Demand money movement Give Your Clients What They......
relevant regions
Mercer Island, WA, United States
Technology Services
Our team delivers proven, time-tested solutions that allow advisors to build an office anywhere - home, business suite, or on the road. Our services range from a simple help line for your existing technology platform to complete hardware, software, and systems training and support. RIA Innovations offers three different levels of services: Hourly -......
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
Kent, United Kingdom
The Bunker
We are a cloud and managed services provider delivering the highest standards of security, with compliance guaranteed. We operate out of the most secure data centres in the UK, located in former nuclear bunkers. We believe security is an enabler to modern business, and we’ll help you create a competitive advantage. We’re......
relevant regions
Burlington, MA, United States
The Conversation Hub
During the meeting Everything you need at your fingertips An easy to use meeting interface that maintains client focus No need to juggle different systems during the meeting All meeting information effortlessly captured and shared with existing systems Safeguard your clients Meeting preparation Easily design your visual meeting flow Choose from libraries of meetings templates Set customized agendas Personalize every......
Amsterdam, Netherlands
The Engagement Banking Platform
Today's private banking clients expect the perfect blend of digital and personal. With Backbase, you can deliver superior experiences and exceptional service on any channel. You'll get ahead of client expectations and become the go-to provider for all their financial needs. The result? A high tech, high touch banking experience......
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London, United Kingdom
The Lanware Cloud
New technology in financial services should facilitate your workload, not add to it. With the Lanware Cloud, your IT becomes a single, simplified service that’s available from anywhere with an internet connection. Tailored for financial services, the Lanware Cloud frees you from managing and maintaining an in-house infrastructure. Instead, your desktop, data......
London, United Kingdom
The Toqio Platform
One system that does absolutely everything you need it to do Craft your solution, administer it, add a-la-carte features, integrate with your CRM, build your own modules - and that’s just the beginning! Select from our trusted providers for core functions We’ve partnered with several fully compliant and licensed BaaS providers to offer......
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London, United Kingdom
TiG Cloud Services
Modernising IT environments to reap the benefits of the cloud Data storage, made more efficient TiG’s cloud services are fully secure and approved to global financial compliance standards, providing fund managers, investors and clients with the highest level of assurance that their money and data are safe. Off-site servers save office space......
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Zurich, Switzerland
ti&m Places
Modern Workplace Management for Microsoft Teams The hybrid workplace is on the rise. While workspaces used to be fixed, almost like a second home, many employees today have set up a functional workspace at home. The only reason to go to the office is for meetings and specific project days. For......
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London, United Kingdom
Token Bankpay
Token BankPay provides one interface to all banks for highly secure, frictionless and lower cost payments. Payments can be requested directly from a customer’s bank account, either by going through a PSP or by going directly to the bank over FPS, SEPA or other push payment rail. Storing customer or......
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London, United Kingdom
Token Connect
New open banking propositions Unlike other solutions, Token’s single account aggregation API connects banks to banks, and developers to banks, providing a simple and quick way to deliver both data aggregation and payment solutions. Banks and developers that leverage open banking to provide a frictionless customer experience will be better positioned......
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Zurich, Switzerland
Tokenisation
Secure infrastructure, proper governance, and customised control processes Our cutting-edge infrastructure and services help you issue, manage, and store your blockchain-based assets securely and independently. Innovate through tokenisation to prepare your organisation for the future. Innovate through tokenisation Tokenisation simplifies the creation of transaction securities and as a result assures liquidity, transparency, and accessibility. Security: with integrated......
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London, United Kingdom
Token X
Token X is the first stablecoin designed for payments. Consumers, banks and businesses can capitalise on distributed ledger functionality with a regulatory compliant solution and no exposure to market volatility. Token X is the only stablecoin that combines high security and usability to deliver low cost, instant payment execution. Token X is......
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Zurich, Switzerland
ToPay Digital Payment Service Hub
For today’s world of e-commerce and “mobile first”, payment card issuers need to offer more than just plastic. Digital payments are demanded everywhere: In web shops and in apps, using the ubiquitous mobile phone, tablet or desktop computer, or when paying with mobile devices in stores, or for person-to-person transfers. Thanks......
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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......
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Singapore, Singapore
TradeDeal™
TradeDeal is an order execution application specifically tailored for buys side institutional brokers which receiving orders from TradeView built in trade screen. It then routes orders to any sell side counterparties. TradeDeal is use for monitoring orders status also able to set routing rules, amalgamate and allocate order. TradeDeal routes......
Singapore, Singapore
TradeHub™
This universal adapter glues together incompatible front office, back office and external communications networks thereby allowing financial institutions to expedite Straight Through Processing ("STP") in handling securities, foreign exchange and other transactions. TradeHub is the key to fast and efficient routing of order messages from TradeDirect (OMS) to various stock exchanges......
Singapore, Singapore
TradeLink™
Committed to certification with FIX networks like ROR (4.0/4.2), Autex, Fidessa, Bloomberg, MacGregor FIX Network (MFN), Transaction Network Services (TNS), NYFIX, Singapore Stock Exchange (SGX), Bursa and Hong Kong Stock Exchange (HKSE), TradeFix lays the foundation for sending and receiving messages electronically across from front-to-back office, helping users in the......
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
West Chester, PA, United States
Trade Settlements
Shortened settlement timelines. Increased fail penalties. It’s no surprise that many firms struggle to adapt to new requirements. An all-encompassing solution, STP’s Trade Settlement services offers comprehensive post-trade processing. ...
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Dublin, Ireland
Transaction Monitoring
Fenergo’s Transaction Monitoring tools offer effective, data-driven continuous transaction monitoring and alert management that reduces false positives, allowing you to focus resources on higher-risk customers and maintain AML compliance at scale. Manage Compliance & Reduce Risk - Future-proof compliance with pre-packaged detection rules, workflows and reports, as well as continuous monitoring......
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London, United Kingdom
Transaction Monitoring
Boost team efficiency Use one tool to manage the whole process, with less false positives and easier case management. Safeguard your revenue Detect signs of fraud in real-time. Data-driven approaches help you prevent money losses. Stay AML-compliant Connect KYC, AML, and KYB verification with transaction monitoring to detect and report any suspicious activity Get one solution......
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London, United Kingdom
Transaction Monitoring
Napier’s Transaction Monitoring is a powerful solution that provides a systematic, intelligent review of an organisation’s transactions. It is simple to deploy and is designed to be used by non-technical business users. Built on big data architecture, it can handle 100’s of millions of transactions with ease and enables businesses to......
relevant regions
London, United Kingdom
Transaction Screening
Ingest client data and import reference lists Use sanction data from internal and external sources to perform real-time searches on payment or any transactional data....
relevant regions
London, United Kingdom
Transfers
By challenging the established processes, we have accelerated the transfer process in both Australia and the UK (with Luxembourg and Ireland are due to go live soon), reducing the timeframe from weeks to days. This minimises time out of the market for the investor and helps firms make an instant......
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London, United Kingdom
Transformer
You need Transformer Use Transformer’s comprehensive kit of ready-built components to model the mappings and validations you need. Test the model as you build it. Then create deployables directly, without coding. It’s that fast and easy. Eliminate coding Transformer eliminates the ‘spec handover’ from analyst to developer. In fact, there’s no coding stage......
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London, United Kingdom
TransWatch 2.0
Dynamic Transaction Monitoring with machine learning TW2.0 brings you Dynamic Transaction Monitoring - a sophisticated transaction monitoring capability enhanced with machine learning and advanced analytics to identify anomalies. Complement traditional rules-based reviews of customer activity with an independent machine learning driven review of your customer’s activities. Create, update and test rules instantly......
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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
San Francisco, CA, United States
Treasury
Delivering liquidity and funding remains the treasury function’s primary focus. But its role has expanded and become more complex driving the need for a consolidated approach enabling you to: Focus on business/clients, rather than manual processes Enable complex pricing and operations for derivatives hedging Consolidate your view of activities across trading, banking, and......
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London, United Kingdom
Trudatum
Why Trudatum makes a difference? 1. Integrated and trustful digital assets flow Trudatum allows you to securely manage your digital assets workflow, ensuring that regulatory requirements are met. Full control over digital assets and their versions without the possibility of substitution or change. Guaranteed security of consistency and digital assets integrity. Control the use of......
relevant regions
Fort Worth, TX, United States
Truffle
Truffle - Smart Contracts Made Sweeter A world class development environment, testing framework and asset pipeline for blockchains using the Ethereum Virtual Machine (EVM), aiming to make life as a developer easier. Ganache - One Click Blockchain A personal blockchain for Ethereum development you can use to deploy contracts, develop your applications, and run......
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Phoenix, AZ, United States
Trumpet
What’s your firm’s purpose? At Trumpet, we want the time we spend at work to matter. Our focus on streamlining and automating work is about more than creating value for your firm or even your clients, it’s about making the world a better place to work. We’re committed to creating......
San Francisco, CA, United States
Twilio Flex
Flex delivers what you need to run an enterprise contact center out-of-the-box. Deploy and customize discrete components to match your exact business needs without deciding between build or buy. Customization without constraint Every aspect of the Flex platform is customizable, from call routing to the color of your agent’s desktop UI. Use ready-made......
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Barcelona, Spain
Typeform
Easy to take Make things easy for people, and you’ll get more data. Works great on every device. Easy to make Just start typing, like a notepad. Typeform anticipates question types as you jot them down. Draw your audience in with plenty of design options and advanced features. Always know how your typeform looks with......
London, United Kingdom
Unified Communications
The infrastructure you use for data already delivers big benefits. It’s easy to monitor and audit, fast to scale, and offers unparalleled flexibility. That’s why more and more organisations are moving to IP telephony, using their data infrastructures to support calling. With Unified Communications from Lanware, you can eliminate the need......
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....
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Santa Clara, CA, United States
Unify Platform
Pro-active cyber risk mitigation and reporting per NIST SP- 800 guidelines. Identify Build a solid information security architecture Protect Keep your mission-critical data safe Detect Identify malicious behavior and actors Respond Develop an incident response plan Recover Ensure business continuity and uptime...
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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......
London, United Kingdom
User Verification
Maintain full compliance Stay compliant anywhere. Flexible user verification, PoA checks, AML screening, and custom questionnaires. Steer clear of all fraud Get multilayered protection to prevent all types of synthetic fraud, identity theft, and document forgery. Get more global business Establish seamless onboarding and verify users worldwide in under 30 seconds—with top pass rates. ID verification Verify......
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Warrington, United Kingdom
UX Builder
Accelerate digital transformation Innovate faster and smarter with UX Builder. Break through development bottlenecks by giving business users app development capabilities. What can UX Builder do for you? UX Builder helps businesses succeed in their digital transformations by reducing app development time from months to days - sometimes hours. With UX Builder, business......
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
Boston, MA, United States
Vault
Vault is ECI’s online data backup and recovery service that provides investment firms a highly reliable and secure data backup and recovery solution that is professionally managed by ECI. Our team works with you to design a backup and recovery strategy, troubleshoot problems, and ensure that restores are fast and reliable. Vault......
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Fort Lauderdale, FL, United States
VDI and DaaS
Today's employees spend more time than ever working remotely, causing companies to rethink how IT services should be delivered. To modernize infrastructure and maximize efficiency, many are turning to desktop as a service (DaaS) to enhance their physical desktop strategy, or they are updating on-premises virtual desktop infrastructure (VDI) deployments.......
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Amsterdam, Netherlands
veggo
Veggo is a financial industry specific LCNC platform encapsulating VERMEG’s 25 years of unique technical and functional expertise in leading digital transformation of global industry leaders. Veggo empowers teams to build Better, faster, and legacy constraints free solutions, for accelerated innovation and increased agility. Get Veggo platform and start building your own......
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Paris, France
Verto
As former finance professionals, we are experts in both financial terminology and technology. We designed Verto to resolve the problems which we ourselves had encountered while performing financial translations. Do you often find yourself having to do translations? Do you issue internal reports which need to be translated? Would you like......
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London, United Kingdom
Virtual Desktop
Traditional desktops are tied to a single computer. That means your users are tied down, too. With Virtual Desktop, every user retains the familiar desktop experience they know - with the advantage of new flexibility. Each virtualised desktop is located within a secure container, hosted by Lanware in our datacentre. This......
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......
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Lisbon, Portugal
Wealth Management
With a deep understanding of the financial industry and its unique complexities, we deliver tailored solutions that empower you to effectively manage and grow your clients' wealth. Trust in our expertise to create innovative software that provides comprehensive portfolio management, intelligent financial analytics, and seamless integration with third-party platforms, empowering......
relevant regions
Salisbury, United Kingdom
Wealthtime
The rebrand, which will come into effect in the second half of the year (2023), marks a new era for both platforms under CEO, Patrick Mill, and his new executive team....
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Salisbury, United Kingdom
Wealthtime Select
The Wealthtime Select platform has been developed over many years by our in-house IT team, who each have pension and investment administration experience. We work in collaboration with our users so we can gain a deeper understanding of your business needs and because the technology is entirely our own, we......
relevant regions
Milnrow, United Kingdom
Websites
Check out some of the great features available on our 'Centro' platform. Compliant Content Content Management System HTTPS As Standard Mobile-friendly Design Financial Calculators Client Newsletters Structured Contact Forms Content API ...
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Geneva, Switzerland
Wecan Chain
What is Wecan Chain? Distributed proprietary private blockchain Optimised for storing and chaining events and transactions in near real-time. End to end encryption: every piece of data is encrypted in flight and at rest using keys which only end-users possess. Neither Wecan or infrastructure providers can make sense of stored data. Client applications can......
relevant regions
Menlo Park, CA, United States
Whatsapp Business App
Be seen Business profile: Create a business profile with helpful information for your customers like your address, business description, email address, and website. Message more, work less Quick Replies: Quick Replies let you save and reuse messages you frequently send so you can easily answer common questions in no time. Stay organised Labels: Organize your......
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Redmond, WA, United States
Windows for Business
Intelligent security Advanced security, powered by cloud intelligence, that proactively protects your business. Simplified updates Tools IT can trust to simplify deployment and updates, freeing your resources to drive more business value. Flexible management Comprehensive device management on your terms that supports on-premises, cloud, or both. Enhanced productivity An intuitive user experience, with built-in tools and features......
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Geneva, Switzerland
WISeID eBanking Mobile App
Using the WISeID applications (available for most smartphones and desktop environments) users can: Generate and use a digital identity Access to customized services using their ID Protect the information stored and communicated using his smartphone WISeID eBanking edition is provided as a customized WISeID App for finance organizations that want to interact more securely......
Geneva, Switzerland
WISePhone
The only effective solution is to encrypt voice traffic on public networks to avoid the possibility of eavesdropping, interception, or hacking. In finance and Insurance environments, the capability to conduct secure voice calls during delicate negotiations can make a difference for a customer when selecting his financial partner. WISePhone offers strong security designed......
New York, NY, United States
Workplace
Workplace enables you to manage and control your data, applications and devices so that your advisors and reps can work securely. Few industries are like financial services when it comes to strict regulatory oversight and security needs. But locking down the technology environment isn’t the answer. We built Workplace to empower wealth managers without......
relevant regions
Cupertino, CA, United States
Xcode
From concept to code in no time Xcode provides all the tools to move quickly from concept to code to app. Because everything in Xcode is so well integrated, developers are productive from the start, and end-to-end workflows feel natural. Xcode provides everything businesses need to build great apps — including......
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New York, NY, United States
Yext Financial Services & Insurance Cloud
Guided Search Deliver a guided AI search experience on your website to match people with the right product, service, or financial professional. Reputation Management for Branches & Professionals Reviews are the new referral – monitor, respond to, and generate reviews to win more business. Branch Marketing Connect your physical and digital storefront to capture consumers......
relevant regions
San Francisco, CA, United States
Zapier
How Zapier helps you automate Create workflows called Zaps. Zaps connect your apps to automate repetitive tasks, so you can focus on other work. That's why Zapier rhymes with happier! Trigger When someone registers for my event Action Follow up in a week with next steps Action Send them a welcome email Enjoy more free time! Spend time on what matters......
relevant regions
Melbourne, Australia
Zerocap Prime
Your Partner in Digital Assets Independent & Aggregated Liquidity Prime access to multiple sources of deep and fast liquidity, from the best liquidity providers in the business. Offer Crypto Investing to Your Clients Global settlements and clearing, custody with insurance, and yield-generating products for your clients. Institutional Credit Lines Post-trade settlements, margin and clearing with trusted......
relevant regions
Zurich, Switzerland
ZOA
ZOA also gives individuals greater transparency and control over their personal data stored at different companies and organisations. Handle your data protection compliance. Data protection hub Data mapping Data processor management Processing activities Data protection impact assessment Data protection officer activities Data breach management Gap assessment Reports ...
relevant regions
Austin, TX , United States
Zoho One
Anything apps can do, integrated apps can do better If you have a sales app, your sales team will be more productive. If you have Zoho One, your sales, marketing, accounting, and support teams, along with everyone else in your organization, will be more connected and productive than ever before. The all-in-one......
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Knowledge Resources
Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.
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