Business Intelligence & Practice Management

Wealth management firms need to employ solutions and tools to help them access, understand and manage intelligence around their business. Our Business Intelligence & Practice Management business need category includes a range of solutions from providers that help firms with specific processes like fee billing and revenue management as well as help to understand their business through data insights, business and individual performance tools, customer interactions and more. Whether from a compliance, financial, people or general business intelligence perspective, wealth managers today have access to a growing array of Business Intelligence & Practice Management solutions.

  • Total Solutions251
  • Solution Providers169
  • Knowledge Resources34
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Featured Solutions

Toronto, ON, Canada

AdvisorStream

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

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Zurich, Switzerland

Regulatory Reviews for Wealth

Regulatory Reviews for Wealth enables a data-driven orchestration of the compliance process that provides a holistic overview of clients. Regulatory reviews are expedited due to data centralization and the monitoring of internal tasks, which are assigned according to priorities. Compliance experts can design the review process and meet deadlines with the......

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Herzila Pituach, Israel

Cappitech

Using Cappitech's platform, our customers easily automate and submit their daily trades to comply with international financial transaction reporting obligations including: MiFID II/MiFIR: Transaction/trade reporting RTS 27/28 reporting  Best execution  Reconciliation EMIR transaction reporting ASIC derivative reporting MAS OTC derivative reporting Canadian trade reporting FinfraG derivative reporting SFTR reporting With Cappitech, firms not only fulfill their compliance reporting obligation but using......

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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......

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Birmingham, United Kingdom

IMVS Wealth Management Solution

Ever-increasing regulations add to the administrative overhead of asset/wealth management organisations, therefore a system which streamlines the processes involved in administering client’s accounts has a fundamental impact on a firm’s profitability. IMVS’ Wealth Management Solution is a highly scalable system that allows firms to improve their client service levels, increase productivity,......

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Bristol, United Kingdom

The Entrepreneurial Sales Institute

The Entrepreneurial Sales Institute ('ESI') programme helps those working, or transitioning to work in sales, to develop and benchmark their skills, competencies and mindset. ESI is relevant to professionals at any stage of their career, enabling them to succeed in any business environment. It’s also applicable to co-workers in other commercial......

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Zug, Switzerland

1042-S QI-Reporting

The deadline for submitting the 1042-S file is 15 March of the calendar year following the tax year. Confinale has developed a file reporting functionality in Avaloq that allows the simple production of correctly formatted electronic 1042-S files. The final file report takes the relevant QI codes (Recipient, Exemption and Income......

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Leicester, United Kingdom

360 Accounts

The accounts module is used by accounts teams of large and small finance companies alike and due to its flexibility it can be tailored to your business. With the ability to record commissions due and incoming payments, set different commission ratings for your specified advisers/policies and match outstanding payments, the accounts......

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Leicester, United Kingdom

360 Office

360 Office, part of the award winning 360 Lifecycle software suite, is culminated from 15 years of focused development and refinement to provide holistic solutions to the financial services sector. 360 Office addresses many of the challenges faced by financial intermediaries creating tools that allow principals, managers and administrators to......

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Davidson, NC, United States

Account Maintenance Solution

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

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Muncie, IN, United States

Accutrust Gold

Our process may not sound like magic, but it is the way we work and it is a proven method. With Accutrust Gold, every tool you need to manage wealth is at your fingertips in one place. We believe that’s the easiest way for you to work, and we like to......

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Immenstaad, Germany

ACTICO Platform

ACTICO Platform is a powerful software for intelligent automation and digital decisioning. It combines human knowledge and artificial intelligence with automation technology. The unified low-code platform makes it easy to rapidly implement applications and services and adapt quickly in order to improve market responsiveness....

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Charlotte, NC, United States

Adhesion Wealth Platform

We're a UMA platform: a highly personalized, open architecture UMA platform that delivers your essential investment services – reporting, reconciliation, trading and monitoring. We power your advisor and client Alpha. Open architecture access to your choice of funds, ETFs, managers and strategists. You define your investment value proposition and we deliver it for......

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San Jose, CA, United States

Adobe Analytics

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

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San Jose, CA, United States

Adobe Business Cloud

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

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Radnor, PA, United States

Advanced Analytics

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

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Bozeman, MT, United States

AdvicePay

The main features of our payment processing platform. AdvicePay offers powerful features specifically built for financial advisors. Subscription billing One-time payments Accept ACH and credit cards Comply with custody regulations Advisor portal Client portal  ...

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Sydney, NSW, Australia

AdviserLogic

Statement of advice Reduce time spent on modelling, researching products, and generating a Statement of Advice by selecting pre-defined or custom advice strategies. FoFA compliance tools Easily consolidate client records and file notes for regulatory purposes. Get support meeting FoFA requirements with templates for FDS production and opt-in management. Business management tools With our powerful......

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Perth, Australia

AdviserNETgain

Transform the way you run your practice with AdviserNETgain - an integrated business solution that’s easy to use and gives you more time to increase the profitability of your business.  Imagine having a compliant business that’s achieving best practice. A business where online access is available any time, anywhere. A business......

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Radnor, PA, United States

Advisor Analytics Pro

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

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Richmond, United States

AdvisorBid

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

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Phoenix, AZ, United States

AdvisorClarity

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

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Lake Success, NY, United States

Advisor Compensation

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

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Buffalo, NY, United States

Advisor Manager

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

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Midvale, UT, United States

Advisor Metrix

Advisor Metrix is a business intelligence and insights software designed to deliver essential data to financial professionals in a single, instantly accessible view. Through a frictionless, feature-rich dashboard and best-of-breed integrations with leading fintech solutions, Advisor Metrix provides a consolidated look at business and client data, enabling financial professionals to......

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San Diego, CA, United States

Advisor Pages

More than 400,000 investors do their due diligence on BrightScope each month. Make sure your Advisor Pages profile highlights what sets you apart from your competitors. Increase Web visibility Investors take to the web to find and evaluate financial advisors. Advisor Pages' advanced SEO tools help ensure they find you before your......

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St Kilda, VIC, Australia

advsr

Compliance automated Protect your business from fines or loss of licence by ensuring all your advisors are meeting ASIC regulations. Automate Financial Disclosure Statements (FDS) and opt-in reminders, and payments to advisors keeping you compliant with ASIC. Consolidates and automates your data No more losing track of your revenue and commission, and spending large......

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New York, NY, United States

Aladdin Wealth

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

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Needham, MA, United States

Allego

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

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Singapore, Singapore

Analytics

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

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Melbourne, VIC, Australia

aPay Direct Debit System

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

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Oakland Gardens, NY, United States

AppGold

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

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London, United Kingdom

Assure

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

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Troy, MI, United States

Atos Syntel for Capital Markets

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

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London, United Kingdom

AUM Reporting and 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......

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Reston, VA, United States

Automated Data Services™

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

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Zurich, Switzerland

avato

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

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Zurich, Switzerland

axeed CIA

Your client is your potential – the individual consultation is your distinguishing factor on a saturated market. An integrated counselling approach needs time and requires the flexibility to retrieve the information and data actually needed at any time throughout the course of the conversation at the touch of a button. Information......

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Zurich, Switzerland

axeed FSS

Management information is crucial for doing your job; you need it now – tomorrow it will most probably be worthless. The axeed Financial Scorecard Suite offers you a 360° information view of your data. You drag and drop the required pieces of information, edit them and, ad hoc, you export......

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Zurich, Switzerland

axeed MIS

Which products are really profitable? How much do certain customer segments and individual customers contribute to the operating results? Which consultancy teams and individual consultants generate the highest added value? In times of low transaction volumes, it is important to reduce operational costs and to rigorously exploit sales potentials. axeed MIS......

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Zurich, Switzerland

axeed PER

In times of low transaction volumes, the question of the correctness of the own processing capacities in the securities back-office becomes more and more evident. Especially for smaller companies, the ability to scale the fixed costs across the short-term processing volumes and sustaining the quality on a certain level will......

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Zurich, Switzerland

axeed RMS

Risk management is management responsibility – the monitoring serves the analysis and evaluation of identified risk factors. The axeed Risk Monitoring System works bottom-up, i.e. all available data is used, aggregated and processed to key figures in real-time. Market risks, credit risks, issuer and allocation risk, clump risks, exposure and limits......

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Danville, CA, United States

BARS

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

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San Diego, CA, United States

Beacon

Change the way you interact with RIAs with daily updates, enhanced categorization, and segmentation details. Easily target specific opportunities, identify influential contacts, and define appropriate service models and become a leader in this expanding marketplace. All sales data in one platform Gain a clear, comprehensive view of all custodial sales data. Uncover client......

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New York, NY, United States

Beacon Core

It is what we call an “enterprise innovation platform”: a development and research environment for business-aligned developers that makes it easy for them to experiment with new analytics; a production environment where business users run tools that use those analytics; and a robust process for releasing changes into the production environment that satisfies modern......

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New York, NY, United States

Beacon Standard

Financial engineering foundation Beacon Standard extends Beacon Core with a broad suite of financial analytics, giving developers a jump start on building proprietary analytics. These analytics are comprised of a stack of components, which we call the Financial Object Hierarchy, pictured below. Portfolios are composed of books, which in turn contain instruments......

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London, United Kingdom

Behavioural OS

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

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Atlanta, GA, United States

Benjamin

Smart sets Create dynamic lists that automatically add, remove, and send conversations to clients based on AUM, age, allocation and more. Scheduling By integrating with your Outlook or Gmail calendar, Benjamin schedules your meetings and sends reminder texts to keep you up to date. Benjamin chat Install the Benjamin chat widget on your website today to greet......

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Boston, MA, United States

BillFin™

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

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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......

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San Carlos, CA, United States

billPort

Imagine calculating your fees instantly with any number of complex fee schedules and scenarios. Create invoices, custodian uploads, revenue sharing reports and exports for your accounting software all with a few clicks. With billPort your firm will eliminate manual data entry, spreadsheets and multiple applications typically used in the industry......

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Santa Clara, CA, United States

Bizagi Platform

One platform. Every process. Bizagi is recognized as the only platform that can truly be used for both deep and complex process automation as well as for simpler processes enterprise-wide. How it works Transform your organization by automating business processes on-premise or in the cloud. Modeler Download our popular free tool to document and optimize......

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San Mateo, CA, United States

Bizible

What is working and what isn’t? That’s the question every marketer needs to be able to answer. And it’s exactly why every B2B marketing team needs revenue attribution. Beyond just clicks and leads, Bizible gives marketers unmatched visibility into their true impact on the bottom line. Capture every customer interaction With attribution......

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Redwood City, CA, United States

Box for Financial Services

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

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Munich, Germany

Business Continuity Management

A structured approach to developing, implementing and running a business continuity management (BCM) program is time consuming and costly if you’re starting from scratch. Once established, BCM programs built with conventional tools run the risk of quickly becoming outdated. Organisations are always challenged with achieving confidence in sufficient coverage while......

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Atlanta, GA, United States

Business DNA

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

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Omaha, NE, United States

Business Intelligence

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

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Zurich, Switzerland

BusinessRadar

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

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San Diego, CA, United States

CAESAR

CAESAR’s open architecture allows you to leverage the data your back office and integrate CAESAR with other applications. Front office workflow fused with back-office processing Docupace Technologies and Financial Database Services, have joined forces to connect Docupace’s ePACS Front Office workflow with CAESAR’s digital compliance review and compensation processing.     Broker-dealer complianceCAESAR’s compliance rules engine......

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San Diego, CA, United States

CAESAR CONNECT

CAESAR CONNECT has fully electronic form processing capability which utilizes CAESAR Back Office’s digital suitability check, compliance review and commission processing.   ...

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San Diego, CA, United States

CAESAR Registrar

Registrar is an on-line wizard that guides representatives through the form U4 process. The Form U4 is the uniform application for securities industry registration or transfer required by FINRA for representatives and investment advisers of broker-dealers.   Streamlines the form U4 process for both representatives and the Back Office. Completed Form U4’s approved by......

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Atlanta, GA, United States

Calendly

Hold all types of meetings One-on-one Allow your invitee to schedule individual slots Round robin Automatically distribute meetings to your team based on availability, priority or equity Collective Enable your invitee to schedule a time with multiple team members at once Group Host multiple invitees at the same event for webinars, trainings and more...

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Herzila Pituach, Israel

Cappitech RTS 28 Marketing Intelligence

Provided in a user-friendly dashboard, RTS 28 Analytics helps asset managers and risk managers improve their competitive edge and provide customers with better execution. Monitor the quality of your firm’s execution against peers and industry averages Compare and analyse execution venues and brokers to optimise your ongoing assessment of execution quality Flag areas......

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London, United Kingdom

Capture

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

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Boston, MA, United States

Catalant Platform

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

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San Diego, CA, United States

Chalice Advisor Exchange™

Access best-in-class solutions at discounted pricing on Chalice Advisor Exchange™, our digital marketplace and enjoy a member community that shares your entrepreneurial spirit. It’s the best of all worlds. Chalice Financial Network™, is an exclusive member-benefit organization dedicated to empowering today's small to mid-sized advisor. Through our digital marketplace—Chalice Advisor Exchange™—we......

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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......

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Jamberoo NSW, Australia

Cobalt

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

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Sydney, NSW, Australia

CoMetrix

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

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London, United Kingdom

Commcise Buy

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

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Cheltenham, United Kingdom

Commission Ease

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

relevant regions
Cheltenham, United Kingdom

Commission Express

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

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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,......

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Buffalo, NY, United States

Compensation Manager

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

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Redmond, WA, United States

Compliance Manager

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

relevant regions
Birmingham, United Kingdom

Compliance Monitoring & Reporting

Underpinning the IMVS Solution is a database containing a vast amount of data relating to all aspects of your firm’s wealth management activities. This module is designed to facilitate the analysis of this data to ensure that you are managing your client’s investments with up to date information on the......

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Zug, Switzerland

Confinale Group Request Solution (CGRS)

In cooperation with banks, Confinale has developed the Confinale Group Request Solution (CGRS). Since the ratification of the Additional Protocol to the Double Taxation Treaty between Switzerland and the USA on 20 September 2019, the IRS has the right to request administrative assistance in the form of group requests. If the......

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San Diego, CA, United States

Connect

Connect is designed for registered reps, investment advisors and OSJ’s of broker-dealer firms. Connect is simple and easy-to-use. From anywhere, on anything Connect is device and platform agnostic so compatibility is never an issue. No matter how or where you log into Connect, you’ll always have the same experience. Just login and it works! Some of the features Customizable dashboard Commission detail Commission on-demand Alerts and actionable......

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London, United Kingdom

Control Framework

A full governance framework and suite of policy and guidelines documentation. Addresses control and governance issues identified in FCA fines for reporting. Tailored to your business’s internal arrangements and reporting policies. Designed by our CEO Dario Crispini, the former head of the FCA’s Transaction Monitoring Unit....

relevant regions
Sarasota, FL, United States

CopyTalk for Enterprise

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

relevant regions
Geneva, Switzerland

CRM

New Access CRM is a customer relation management system that has been designed to provide the required flexibility to fit any banking requirement. The CRM solution covers the full extent of the client relationship to control and manage the complete lifecycle of the client profile from prospection to onboarding. The solution......

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Greater Montreal, QC, Canada

Croesus Data Analytics

Croesus Data Analytics provides a dynamic visual interface for advisors, branch managers, and executives to achieve an in-depth understanding of key business and performance metrics. Data is often scattered across multiple sources, servers and even spreadsheets. With Croesus Data Analytics, all the firm’s critical information, including history, is available to decision-makers to monitor......

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Munich, Germany

Cyber Security Assessments

All businesses are facing rising and more frequent cyber threats, but larger organisations have more funding available to meet the challenge. Smaller organisations can’t always invest in the same way into cyber security capabilities. The entry price for conventional solutions are simply priced out of the market of many small......

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London, United Kingdom

CybSafe

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

relevant regions
Ghent, Belgium

DataScouts Platform

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

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Bristol, United Kingdom

DCI - Data Analyst

This is particularly critical for wealth managers who have a robustly enforced regulatory obligation to do so and where poor or missing data not only has the potential to cause reputational damage but may also lead to financial loss and even regulatory sanctions. The regulatory demand on investment firms is relentless.......

relevant regions
Paris, France

DMS 34

How it works Working space set-up Customize your workspace with a fully configurable platform that lets you control the document structure, security, permissions, and notification settings. Upload Access your working space through your browser from any desktop or mobile device without the hassle of additional software or plugins. Our proprietary technology automatically formats your......

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Herndon, VA, United States

Doxim Business Analytics for Financial Services

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

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Burlington, MA, United States

Dragon Speech Recognition

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

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San Francisco, CA, United States

Dropbox Business

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

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Beaverton, OR, United States

EAI Commission Module

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

relevant regions
Beaverton, OR, United States

EAI Referral Management Module

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

relevant regions
Gainesville, FL, United States

EarnWise

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

relevant regions
Lehi, UT, United States

eFileCabinet

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

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San Francisco, CA, United States

Einstein Analytics

Explore all your data from any source, quickly and easily See all your data from both internal and external sources in pre-built apps and dashboards. When you find an answer, you can assign a sales task, close a service case, and more, all within the Salesforce ecosystem....

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Seattle, WA, United States

Embedded Analytics

Embedded analytics integrates powerful BI capabilities directly into your applications, products, and web portals. Provide customers and partners with a powerful, self-service analytics solution that’s easy to customize, integrate, and deploy, getting you to market faster while you stay focused on your area of expertise. Offer the best BI experience Embed and......

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London, United Kingdom

EnOC SM&CR

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

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Doncaster, United Kingdom

enPractice

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

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Oaks, PA, United States

Enterprise Operating Platform for Investment Managers

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

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Los Angeles, CA, United States

ePACS Advisor On-Boarding

Getting a new advisor off on the right foot with your firm starts with an efficient and painless on-boarding experience. Does your firm still bury its newly transitioning reps under piles of registration and licensing documents and expect them to be excited? Docupace’s compliant electronic ePACS Advisor On-boarding will save......

relevant regions
Los Angeles, CA, United States

ePACS Transition Assistant

ePACS Transition Assistant is designed specifically for transitioning advisors. It allows them to efficiently process every line of business through an innovative cloud-based system that is customizable and scalable for any size office. ePACS Transition Assistant helps transitioning advisors to “re-paper” all client accounts, at one time, as they are......

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Bern, Switzerland

E+ solution

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

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London, United Kingdom

Essentia Insight

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

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Braintree, MA, United States

Executive Reporting and Portal

Does this sound familiar? You are fishing through email trying to find the month end reports for sales or finance, or you want to go back to the previous quarter to compare the sales pipeline. Satuit's automated report packaging software can collate and organize reports by department and deliver them......

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Menlo Park, CA, United States

Facebook Analytics

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

relevant regions
Milton Park, United Kingdom

Fastrak

Fastrak covers four main processes: Portfolio management Whether you run an in-house centralised investment proposition or you achieve this via a third party, Fastrak will enable you to produce a new portfolio report to your prospective customer in just minutes. Valuations & performance Valuations and performance provides two options for reporting, depending on the......

relevant regions
New York, NY, United States

Fee Analyser

Service highlights Personalized analysis Engage leads with an educational, personalized fee analysis of their investment and retirement accounts while highlighting unique insights including the use of proprietary funds, plan level fees, 12b-1 fees and more. Compare your prospects current portfolio to a similar portfolio at your firm. Be a disruptor Most Americans believe their 401k's......

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 ...

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Arlington, TX, United States

Fee Manager

Manage billing complexity effectively, quickly and securely with one smart solution....

relevant regions
Franklin, TN, United States

Financial: Customer Insights

In addition to identifying hidden trends and opportunities that can drive revenue, uncovering early signs of dissatisfaction is becoming critical as regulators rule that customer abuses will be met with large fines and even caps on growth. Banks already own the answers to these challenges. There is no better source of......

relevant regions
Bern, Switzerland

Financial Information & Trading Services

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

relevant regions
Portsmouth, NH, United States

Financial Messaging

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

relevant regions
Venice, Italy

Finantix Advisor Desktop

The Finantix Advisor Desktop supports wealth managers, private bankers and advisers by providing them with a holistic view of their book of business and individual client, aggregating all key information from the other systems used within the institution. The Wealth and Portfolio view aggregate financial and non-financial assets and liabilities......

relevant regions
Zurich, Switzerland

FinCube

Comprehensive and reliable data is a crucial issue in the banking sector since this forms the basis for all analyses and decisions. Moreover, advanced predictive and prescriptive analytics are opening up new areas of competitive advantage. Key to maximising opportunities is a master database – a single source of truth.......

relevant regions
Lenzburg, Switzerland

Finnova Management Suite

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

relevant regions
Leamington Spa, United Kingdom

focus:progress

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

relevant regions
Columbus, GA, United States

FundBlast™

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

relevant regions
Des Moines, United States

FunnelWise

Marketing performance Understand the true impact of each marketing touch at every stage of your revenue funnel. Executive funnel reports Measure on what’s important to your business with customized funnel reports.  Revenue optimization services Get more out of your funnel with expert benchmarking and playbook optimization services. Playbooks & benchmarking Discover the proven actions that create predictable......

relevant regions
Gainesville, FL, United States

Fusion

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

relevant regions
Brisbane, Australia

GBST Business Intelligence Reporting (BIR)

A reporting tool designed for financial services, GBST Business Intelligence Reporting (BIR) offers superior business intelligence with a full range of pre-designed reports as well as the ability to generate custom reports easily. Flexible reporting. Based on GBST’s knowledge of financial services, BIR comes with a list of out-of-the-box pre-built reports. Users......

relevant regions
London, United Kingdom

Glassbox for Wealth & Asset Managers

Wealth and asset managers require a secure, cutting edge, agile technology like Glassbox which enables the business to undertake qualitative analysis of how customers are using digital channels end-to end, highlights the problems they are experiencing, andprovides actionable insights into why customers behave the way they do, as well as......

relevant regions
Hitchin, United Kingdom

Global Corporate Reports

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

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......

relevant regions
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......

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San Jose, CA, United States

GRACE Compliance Management

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

relevant regions
San Jose, CA, United States

GRACE for Vendor / Third party risk management

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

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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
London, United Kingdom

Hulgrave for Wealth Managers

What we do We help wealth and asset management companies calibrate and prove the quality of their service, and exceed clients’ and regulators’ calls for transparency. Continuous monitoring Measure and monitor the performance, risk and cost of client portfolios, and stay compliant. Management dashboard Receive an elegant and holistic view of key metrics normalised across......

relevant regions
York, United Kingdom

IAR

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

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
Portsmouth, United Kingdom

Imago Administration

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

relevant regions
Bristol, United Kingdom

Immersive Labs Platform

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

relevant regions
Chandler, AZ, United States

Infusionsoft

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

relevant regions
Zurich, Switzerland

Insa Management Dashboard

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

relevant regions
London, United Kingdom

Intelligence Center

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

relevant regions
Pennington, NJ, United States

Intelligent Dashboard™

Intelligent Dashboard™ is a secure, web-based system that quickly and easily turns massive amounts of data into fact-based decisions to address your tactical and strategic issues. The dashboard provides an intuitive balanced scorecard that monitors your firm's key performance indicators, so you can manage your business more effectively.  ...

relevant regions
Long Crendon, United Kingdom

Invessed Analytics

Get a full picture of investor behaviour, by combining web and mobile analytics with investment performance, asset class exposure and CRM data. Visualise investor journeys on an embedded dashboard, drilling down to individual action. Stay informed with notifications on significant movements.  Deliver innovation for your organisation. Get Insights from hidden patterns in......

relevant regions
Geneva, Switzerland

IODD

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

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Singapore, Singapore

Iris

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

relevant regions
London, United Kingdom

Issak

Transform workplace wellbeing Isaak provides real-time wellbeing insights including email overload, overworking signals and focus hours. Use people analytics to understand email responsiveness, work completed outside of normal office hours and time spent without distractions. Detect collaboration and engagement patterns Isaak provides an X-ray into the inner workings of your company with our Organizational Network Analaysis.......

relevant regions
Shrewsbury, NJ, United States

jCore

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

relevant regions
St Martin, Guernsey

JCS Adviser Professional

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

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London, United Kingdom

JHC Neon

A stand-alone, data-agnostic, portfolio analysis tool, Neon’s powerful search and filter functions identify profit centres, exceptions, patterns, trends and opportunities. The big picture or the smallest detail, it’s there for you (and your clients) in seconds, on one screen, desktop or mobile. By gaining a deeper understanding of a portfolio’s dynamics, advisors......

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......

relevant regions
Shrewsbury, NJ, United States

jPass

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

relevant regions
Rockville, MD, United States

JReport

JReport is an embedded reporting and visualization solution that provides highly customizable embedded analytics for web applications. With JReport, any application can empower end users to create, navigate and interact with their data visualizations. Now any user can take advantage of cutting-edge interfaces and functionalities from within the context of......

relevant regions
Chandler, AZ, United States

Keap Grow

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

relevant regions
Chandler, AZ, United States

Keap Pro

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

relevant regions
Subiaco, WA, Australia

KLIP

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

relevant regions
Melbourne, VIC, Australia

MailGuard

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

relevant regions
Melbourne, VIC, Australia

MailGuard Live

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

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......

relevant regions
Chicago, IL, United States

Manager Portal

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

relevant regions
San Mateo, CA, United States

Marketo Engage

Marketo Engage, part of Adobe Experience Cloud, is a complete solution for lead management and B2B marketers looking to transform customer experiences by engaging across every stage of complex buying journeys. Natively supporting both demand and account-based marketing strategies, Marketo Engage brings together marketing and sales to orchestrate personalized experiences,......

relevant regions
Redmond, WA, United States

Microsoft AppSource

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

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
Redmond, WA, United States

Microsoft Dynamics 365

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

relevant regions
London, United Kingdom

Microsoft Dynamics 365 for Wealth Management

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

relevant regions
London, United Kingdom

MJ Hudson | International Administration

MJ Hudson’s licensed fiduciary and fund management business is well placed to provide bespoke and cost – effective solutions to complex business needs. Our experienced team is dedicated to providing high levels of client satisfaction and are nimble and highly responsive. We strive to work with and assist our clients......

relevant regions
London, United Kingdom

Model Office

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

relevant regions
Mumbai, India

MoneyWare Revenue and Incentive Management System

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

relevant regions
Bangalore, India

Mphasis Back Office Services

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

relevant regions
Derbyshire, United Kingdom

Narratives for Qlik

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

relevant regions
Lehi, UT, United States

NetDocuments

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

relevant regions
Centennial, CO, United States

NexCommission

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

relevant regions
Centennial, CO, United States

NexCommunication

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

relevant regions
Centennial, CO, United States

NexEmail

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

relevant regions
Centennial, CO, United States

Nexus Enterprise

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

relevant regions
Derbyshire, United Kingdom

NodeGraph

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

relevant regions
Leamington Spa, United Kingdom

now:advise

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

relevant regions
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
Radnor, PA, United States

Office Analytics

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

relevant regions
Christchurch, New Zealand

OMNIAdvice

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

relevant regions
Boston, MA, United States

OnCorps platform

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

relevant regions
Singapore, Singapore

OneEvent

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

relevant regions
Singapore, Singapore

OneExchange

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

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
Minneapolis, MN, United States

OneSumX Business Analytics

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

relevant regions
Sydney, Australia

OneVue platform

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

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......

relevant regions
Munich, Germany

Operational Risk

Identify & manage operational risks whilst at the same time tying them directly to mitigation and treatment measures to reduce risk exposure, aligning it with the organisation's risk appetite. Collaborate with stakeholders to create and implement mitigation plans, leveraging Alyne’s controls, and record all of your organisation’s operational risks in a single......

relevant regions
Sao Paulo, Brazil

Pivolt

Our multinational team is highly knowledgeable in both asset management and state-of-the-art technology. Our components are functionally robust enough to run as-is, but the features can easily be extended to precisely fit your business needs. Our components can run standalone or can be integrated with your current system. We will build the required......

relevant regions
Munich, Germany

Policy Management

Communicating desired behaviours throughout an organisation is a necessary and often a legally required task. The currently common approach of writing a static document and publishing it somewhere on the company intranet is rapidly becoming outdated and highly ineffective. Static documents don’t provide easily retrievable answers, easily become stale and......

relevant regions
Chippendale, NSW, Australia

Practice Ignition

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

relevant regions
Toronto, ON, Canada

Practice Management Suite

Today’s top organizations are looking for optimal ways to gain insights from ‘big data’ in shorter reporting windows. It’s all about finding relevant data and getting to it quicker, in order to reveal previously unseen opportunities. How does one effectively leverage practice management to transform their culture in a way that......

relevant regions
Sydney, NSW, Australia

Practifi

Manage your pipeline, automate operations, monitor compliance and build deep client relationships, effortlessly. Built for scalability Designed and built for the needs of growing RIAs, family offices and broker-dealers. We unify data from all your sources, driving every aspect of your business forward. Automate workflows, integrate industry solutions to allow yourself to focus......

relevant regions
London, United Kingdom

Primacy

Primacy Workplace combines an intuitive, easy-to-use user interface with complex logic and business rules specific to the financial services industry to ensure that all staff, regardless of experience, will be productive within a short period of time. Behind the simple, elegant user interface is a powerful, flexible, n-tier architecture designed......

relevant regions
York, United Kingdom

PRM

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

relevant regions
St. Louis Park, MN, United States

ProcessPro

ActiFi’s ProcessPro is a suite of best-practice processes, supporting documents library, and process adoption programs that power advisor growth, effectiveness and efficiency. “The small fraction of advisors who spent more than 60% of their time with clients enjoy profits that are 8 times greater than their peers who spend less time with......

relevant regions
Toronto, ON, Canada

PureFees

Calculating, collecting and paying fees to stakeholders can be complicated. When you implement PureFees, calculations and reports are completed in hours instead of weeks, and they are always accurate. Accurate Reduce processing time and ensure the accuracy of your fee calculations. Robust Configure fee calculations and reporting for your unique value proposition. Transparent Shows advisors how......

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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......

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Radnor, PA, United States

Qlik® Analytics Platform

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

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Derbyshire, United Kingdom

Qlik DataMarket

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

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Radnor, PA, United States

Qlik® DataMarket

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

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Derbyshire, United Kingdom

Qlik NPrinting

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

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Radnor, PA, United States

Qlik® NPrinting

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

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Derbyshire, United Kingdom

Qlik Sense

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

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Radnor, PA, United States

Qlik® Sense

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

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Derbyshire, United Kingdom

QlikView

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

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Radnor, PA, United States

QlikView®

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

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Zurich, Switzerland

Quartal COMMISSION

Quartal COMMISSION is a multi-asset class commission and distribution fee management solution that increases transparency and accuracy in commission processing while reducing associated costs and risks. A flexible and innovative solution, it automates the calculation, allocation and reconciliation of distribution commissions and sales costs. The system offers a calculation and processing......

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Zurich, Switzerland

Quartal FEE MANAGER

Quartal FEE MANAGER is a multi-asset class fee and revenue management solution that increases transparency and accuracy in fee processing while reducing associated costs, risks and revenue leakage. It is a market-leading one-stop solution that automates the entire process from calculation to invoicing and all the way to reporting. Quartal FEE......

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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......

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London, United Kingdom

Quorum

With a particular focus on the Cyprus market, Quorum is used by major auditing, legal, trust and specialist providers offering corporate secretarial and other professional services. Quorum is a software solution the supports these organisations’ entity management, time recording, billing and company secretarial operations, as well as assisting their corporate......

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London, United Kingdom

Recordsure

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

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Miami, United States

Resolvr

Increases revenue Digital data streams and artificial intelligence optimizes expense allocation to increase our client funds' profit margins. Streamlines communication On-platform communication features for team members and vendors ensures efficient workflows and turnarounds. Optimizes operations We reduce invoice processing time, on average, from 46 days to 1  Stop losing timeand money By using Resolvr a bank could......

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Boston, MA, United States

Revenue Manager™

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

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Melbourne, VIC, Australia

REVEX assist

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

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Melbourne, VIC, Australia

REVEX Rebate

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

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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......

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London, United Kingdom

Saffron Institutional Onboarding Solution (IOS)

Saffron Institutional Onboarding Solution (IOS) has been specifically designed for the financial marketplace and provides complete control over any in-house or outsourced activity concerned with mandate onboarding or fund launches. Asset managers and asset servicing firms can evidence that they are in complete control of all processes as the outsourced body,......

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Zurich, Switzerland

Sales Compass

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

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Des Moines, United States

SalesEdge

Old-school sales methods are a grind Problem Manual data entry into a CRM is a pain and never complete. Big data comes with a big price tag and is difficult to access and interpret.  Solution Get automated insights from our AI engine to build your own effective process that balances generating pipeline for the......

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Cambridge, MA, United States

Service Hub

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

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Larkspur, CA, United States

Signals

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

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Redmond, WA, United States

Skype for Business

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

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Redmond, WA, United States

Skype Manager

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

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Paris, France

SLIB Middle Office

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

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Brisbane, Australia

SMSF administration and compliance solution

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

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New York, NY, United States

Spark Platform

Spark Lite An entry-level Order, E-Trading, P&L and Position Management System (OMS/PMS), that can be branded by prime brokers, administrators, outsourced trading desks, etc and distributed to their clients as a value-added service Spark Hedge A full-featured, highly-flexible Order, E-Trading and Position Management system (OMS/PMS), that meets the specific requirements of a Multi-Strategy,......

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San Diego, CA, United States

Spyglass

Identify top prospects Screen plans for high fees, poor fund performance, and centers of inflluence. Develop campaigns in your CRM with fully exportable reports. Win first meetings Engage plan sponsors by leveraging the visibility of BrightScope Ratings in the press and search engine results....

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St. Louis Park, MN, United States

SuccessPro

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

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New York, NY, United States

Summitas platform

Change the dynamics between you and your clients Now you can deliver a virtual office with anytime, anywhere access from all mobile and computing devices. Ensure privacy, share and protect vital information, and create a focal point for family and office communication through an array of customizable modules that lead to......

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Vancouver, BC, Canada

SYMBIOSIS

Groundbreaking analytics to identify powerful new client growth strategies. Advisor guidance Empower advisors to focus on the client relationship. Expand wallet share and nurture client’s unique wealth strategy. Client intelligence Leverage firm data to identify high value clients and aid CRM research teams designing competitive policies....

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Seattle, WA, United States

Tableau Desktop

Get actionable insights fast Leave chart builders behind. Live visual analytics fuel unlimited data exploration. Interactive dashboards help you uncover hidden insights on the fly. Tableau harnesses people’s natural ability to spot visual patterns quickly, revealing everyday opportunities and eureka moments alike. Connect to more data Connect to data on prem or in the cloud—whether......

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Seattle, WA, United States

Tableau Online

Share and collaborate in the cloud Tableau Online is your analytics platform fully hosted in the cloud. Publish dashboards and share your discoveries with anyone. Invite colleagues or customers to explore hidden opportunities with interactive visualizations and accurate data. All easily accessible from a browser or on the go with our mobile......

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Seattle, WA, United States

Tableau Prep

Self-service data preparation with Tableau Prep Builder and Prep Conductor In many organizations, data prep is reserved for people who have specialized skills, the data engineers and data scientists in your company. Only once the data is prepared can analysts and business users start performing their analysis. Tableau Prep changes this by......

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Seattle, WA, United States

Tableau Server

Data to the people—responsibly 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 pre-defined questions, wizards, or chart types. Have the peace of mind that both your data and your analytics......

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Geneva, Switzerland

Temenos Insight Business Intelligence

Insight provides specialist out-of-the-box modules for financial intelligence, customer intelligence, operational intelligence and risk intelligence to accelerate business innovation by drastically reducing the time it takes to deploy BI solutions. Private wealth organisations need to manage more intense competition, the increasing demands of customers, the need to reduce the cost base, and......

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Aventura, FL, United States

Teramind Starter

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

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Aventura, FL, United States

Teramind UAM

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

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London, United Kingdom

The Client Centric Index

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

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Geneva, Switzerland

The Solutions for Finance™ Suite

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

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Reston, VA, United States

Threat Intelligence Platform

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

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Jamberoo NSW, Australia

Toro

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

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Worksop, United Kingdom

Trailblazer Tracking

The app enables on-the-go access to client information, the ability to record outputs from client meetings, telephone conversations can be noted in the contact area, and an auditable messaging service is available all of which will help to comply with the new requirements of MIFID ll. By providing client information or......

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Wellesley, MA, United States

Truelytics

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

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New York, NY, United States

TRUSTCOMPARE

Innovest is pleased to partner with TRUSTCOMPARE to offer our clients discounted access to valuable business intelligence such as growth, profitability, and productivity metrics. TRUSTCOMPARE offers comprehensive, peer-to-peer benchmarking services tailored to your organization. With extensive background in the trust and wealth management industry, TRUSTCOMPARE can offer your firm valuable......

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Munich, Germany

Vendor Management

Effective vendor governance can be like the proverbial needle in the haystack. You need to assess the entire haystack to identify the key risk “needles” that are threatening your confidential information assets. German privacy laws require the assessment of all vendors processing personally identifiable information, but implementing effective vendor governance......

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Hong Kong, Hong Kong

ViewPoint Platform

ViewPoint is a fully integrated solution consisting of multiple modules. Representing the core business areas of our clients, the individual modules can be introduced as a complete suite or on a module-by-module basis. Entity administrator Unlimited jurisdictions and related entity types. Preconfigured statutory forms for 20+ countries. Automated event based document generation. Hundreds of customisable......

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Houston TX, United States

Virtus Back Office

The back office balances transparency with increasing complexity The crisis that started in 2008 elevated investor scrutiny of back office activities spurring an enormous amount of outsourcing related to fund administration. At the same time, the explosion of alternative investments has introduced more complexity into middle and back office operations. Managers need......

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Indore, India

Wealth e-Office

No need to buy multiple software, all asset classes, CRM, financial planning, goal mapping, lead generation in one software....

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Conshohocken, PA, United States

WealthHub

WealthHub creates an operating environment for trust administration that puts all your critical information in one place and provides customizable workflows and approval processes. Trust documents. Investment account and cash balances. Client information. Family relationships. Bank accounts and transactions. Key trust provisions. All at your fingertips for efficient management. There has......

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Boston, MA, United States

Wealth Manager

Native wealth management billing Purposely built for the managed accounts industry. Architected for managed accounts Redi2’s Wealth Manager platform was built from the ground up to solve the billing and payout challenges of the modern wealth management firm. Designed with a data and workflow model that captures and understands broker-dealers, advisors, RIAs, managers,......

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Melbourne, VIC, Australia

WebGuard

Cloud-based website threat intelligence & protection Web-browsing presents one of the fastest growing threats to your network, and ultimately your business. More malicious software is downloaded from innocent web-browsing than is received via infected email. WebGuard applies cloud-based advanced malware analysis, to analyze and block the latest generation of highly evasive cyber......

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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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Bengaluru, India

Wipro HOLMES™

Wipro HOLMES, Wipro's Artificial Intelligence (AI) and automation platform, is the bridge between Foundational AI algorithm builders and Applied AI. HOLMES Platform handles all your needs from building, publishing, metering, governance to monetization of heterogenous AI solutions. The offerings of HOLMES have been successfully deployed across industry verticals and functions......

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Trivandrum, India

Xelerate Investment Management

Xelerate Investment Services is an end-to-end revenue management product with multi-entity, multicurrency, multilingual, and multi-time zone features to serve global investment managers and fund distributors. Designed to address the complex challenges faced by broker-dealers and fund managers, the business process-enabled application helps financial institutions reduce operational costs by supporting complex......

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Rockville Centre, NY, United States

Xtiva

Features include: Flexible, strategically aligned, incentive compensation plans We understand our clients all have different organizations, goals, and priorities – that’s why our strategic Incentive Compensation Management service is designed for optimal compatibility and flexibility toward your business objectives. Better insight, better actions, better results Our innovative Sales Performance Management platform provides you with......

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Boston, MA, United States

XTRAC® Insights & Analytics

XTRAC® provides visibility into work across your entire operation, enabling you to monitor performance in real time, manage against KPIs (key performance indicators), and identify and resolve issues quickly. With XTRAC®, all individuals at all levels of your organization have the information they need to make more informed decisions and take action......

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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.