Business Process Management & Outsourcing

The demands on wealth management firms have multiplied and the cost, quality and efficiency of their business operations have come under review. Thus firms have increasingly looked to employ solutions and tools to bring greater efficiency and clarity to their processes. Similarly, many firms have sought to identify different areas within their business to outsource to third-party providers to deliver efficiency, cost-savings and allow them to focus on the core aspects of their business. Our Business Process Management (BPM) & Business Process Outsourcing (BPO) business need category includes multiple solutions and solution providers that offer BPM and BPO services of different kinds to wealth managers.

  • Total Solutions270
  • Solution Providers185
  • Knowledge Resources240
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Featured Solutions

Zurich, Switzerland

Interactive Advisor

Most advisors in banks are overwhelmed and struggling to find relevant content and ideas for their clients. And as there is an increase in technology, mainly from the regulatory angle at the expense of the client communication, low touch experience occurs. What if you had personalized and targeted content recommendations that......

Client type
Relevant Regions
Zurich, Switzerland

Smart Client Update and Account Maintenance

Appway Client Update is a digital solution for financial institutions including private banks, wealth managers, broker-dealers, multi-family offices, and universal banks. By enabling the orchestration of people, data, and activities, managing client updates and account maintenance is smart, personalized, and holistic.  Client Update leverages a combination of Appway technology, business components,......

Client type
Warrington, United Kingdom

Digital Workforce

What’s more, you can fuel their decision-making skills by integrating AI, machine learning and OCR capabilities from the Blue Prism Digital Exchange. This doesn’t exclude your valued employees, however. In fact, they’ll work side-by-side, giving your people more time to focus on strategic, meaningful work. ...

Client type
Relevant Regions
Los Angeles, CA, United States

Docupace Client Onboarding

Opening and maintaining accounts requires filling out a lot of paperwork with a ton of repeated information. It’s a lengthy process, and every error makes it longer. What if you could eliminate errors and delays from your new business workflows? With Docupace, you can shrink processing times from days to minutes.......

Client type
Relevant Regions
Zug, Switzerland

Etops Wealth Management Technology

The Etops solution allows you to collect data from a various range of custodians, which can be easily interpreted in various formats using AI-based technology. Our solution performs reliable reconciliation and quality checks overseen by our experienced service team. You profit from aggregated transactions and positions of your portfolios delivered in......

Client type
Relevant Regions
Lausanne, Switzerland

All-in-one platform for structured products

Its all-in-one platform: Enables the design, price discovery and execution of structured products in a fast and efficient manner Generates documentation such as T&Cs, KID and standardized product flyers instantly Allows you to connect compelling investment stories, ready to share with clients  Aggregates all structured products in one place, including third-party-products, not traded via......

Client type
Relevant Regions
London, United Kingdom

FS:Insight

Does your organisation have data 'trapped' in contracts, prospectuses, KIIDs, factsheets or any other documents? Do you have to manually check data prior to publication of regulatory documents? Are you certain that your data is consistent across all RFPs / sales & marketing materials? FS:Insight from FundSense extracts any data, tables......

Client type
Relevant Regions
Grand Duchy of Luxembourg, Luxembourg

Family Office Services

The needs of UHNW clients are increasingly sophisticated, diversified and competitive. So we have mobilised a powerful combination of global experience, local expertise, in-depth understanding and cutting-edge technology to surpass expectations and advance the efficacy of family office support services.  Whether you represent a single family office, multi-family office or are......

Client type
Relevant Regions
Milan, Italy

Objectway Securities and Asset Services

BPaaS offer tailor-made services to wealth managers and asset managers, adapting to both the outsourcing of single processes and the entire back office. Objectway expertise and experience cover the management needs of every type of service and investment. Delivery takes place with a 360° vision of processes, transactions, operations, regulatory......

Client type
Relevant Regions
London, United Kingdom

Reporting as a Service

Reporting as a Service is a complete end-to-end client reporting solution. It is hosted in the Microsoft Azure Cloud for security, scale and resilliance. The system benefits from dynamic templates that automatically flex based on the client or fund, and other data to produce exactly the required reports, in any......

Client type
Zurich, Switzerland

ti&m Digital Onboarding

Be ready whenever your users are.  Create a frictionless, user-centric onboarding experience.  Accessible any time of day with instant verification thanks to our AI-driven onboarding and identification solution.   ...

Client type
Relevant Regions
London, United Kingdom

CLMi

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

Client type
Relevant Regions
London, United Kingdom

WDX1

WDX1 is a robust, adaptable Client Lifecycle Management (CLM) solution that allows wealth managers to nurture engaged and profitable client relationships, eliminate administration time, ensure compliance and cut operating costs to optimise cost-to-income ratio. Ideally suited to large private banks and the wealth and asset management divisions of global financial institutions,......

Client type
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All Solutions

Paris, France

2OS AI Builder

How to build an AI with 2OS Quickly and autonomously create your own AI algorithms all in no code Transform your data into productive decisions Access the world of secure hyperautomation DocReader, a reading Artificial Intelligence that turns your PDF document into gold data DocReader AI solution automates the process of information extraction from pdf......

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Immenstaad, Germany

ACTICO Cloud Services

Why ACTICO Cloud Services? Cloud-Based digital transformation ACTICO software is designed to support today’s cloud-based digital transformation initiatives. Companies can use ACTICO Platform to drive cloud-based automation and decisioning as well as ACTICO’s business solutions as managed services. In both cases, companies achieve greater agility, use ACTICO software more effectively, reduce IT......

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....

Immenstaad, Germany

ACTICO Rules

ACTICO Rules is a powerful business rules management system with a unique graphical approach. It supports users throughout the entire process of modeling, implementing and automating business rules. This way, companies accelerate innovation cycles, increase efficiency and gain business agility while minimizing risks at the same time....

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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Windsor, CT, United States

Advent Outsourcing Services

Few organizations can match SS&C Advent’s depth of experience in operational outsourcing. Advent Outsourcing Services, the time-tested operational expertise behind the Advent Investment Suite, builds on this experience with cloud delivery capabilities, expanded and customizable technology options, and a wide selection of services. Tailored and scalable to your back office operational......

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Melbourne, VIC, Australia

Adviser Shared Services

The number of wealth management professionals and advisers seeking the freedom and autonomy of running their own wealth management practices, or joining boutique firms, is on the rise. Ensuring the right partnerships are in place to take that first step is critical. Powerwrap has a unique heritage in helping groups branch......

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San Jose, CA, United States

Advisor Services

Operations Our operations associates will make sure that all of your clients’ paperwork is processed in a prompt and complete manner. If issues arise, we will track down the problems and resolve them. We manage client paperwork and record-keeping requirements for you so that you can provide the highest level of uninterrupted service......

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Exton, PA, United States

Agency Integrator

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

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Edenton, NC, United States

AllBackoffice Consulting

AllBackoffice Consulting is a financial technology company dedicated to converting 100% of advisor office work into highly automated information management so that you can live your best lives by doing your best work. Our operations advisors know the struggles many small businesses and independent RIAs face. Every adviser reaches a point......

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,......

relevant regions
Wilton, CT, United States

Alternatives Aggregation

PCR automates +85% of hundreds of thousands of complex valuation statements, capital calls, distribution notices and K-1s.  What we can't automate, we have people to do for you.  Get your team back to work on high-value activities, not maintaining spreadsheets. ​With more than 60% of the $400B we aggregate sourced from......

Steinhausen, Switzerland

AM-One

AM-One is the first comprehensive one-stop-shop combined platform and service provider dedicated to helping transform the business operations of independent asset managers and family offices. The solution embeds the PM1 Portfolio Management System and CRM software of parent company Expersoft Systems in a private cloud platform hosted in Switzerland. Thanks to......

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Ontario, CA, United States

Anywhere Mobility

Laser App Anywhere is the mobile forms filling solution designed for the financial advisor. It is a pure cloud solution that operates across modern browsers on tablets, Macs, PCs, and even Smart Phones. The system integrates seamlessly with cloud based CRMs & account opening tools to prefill your investment, insurance,......

relevant regions
Birmingham, United Kingdom

APA (Advanced Portfolio Administration, Back & Middle Office)

A single point of entry for the recording and administration of data used in the management of your client portfolios. Screen driven processes ensure that from the moment a client is on-boarded all transactions are processed accurately. Labour intensive back-office tasks are simplified and seamless integration of data within other modules......

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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Schlieren, Switzerland

Application Management

For many years, our experienced technical and application specialists have been ensuring the stable operation of the Finnova core banking solution and MyWebDepot, plus all the additional peripheral systems that are needed. We ensure your data is securely protected while the systems offer the highest possible availability. Please contact us......

Vienna, Austria

Application Service Providing (ASP)

Working in partnership with two of Europe’s most modern data centres, CPB SOFTWARE runs your business-critical services from two independent locations for maximum reliability. High availability – covering everything from connectivity to equipment housing and managed services – also includes the option of transferring responsibility for specific systems or applications to......

Schlieren, Switzerland

ASP - Banking Solutions

These modular solutions can be added and expanded dynamically according to the client bank’s needs. We constantly update the solution to reflect the latest technical and market requirements and take care of managing these highly complex IT systems. The constant wave of change through the banking sector in general and private......

Munich, Germany

AssetMetrix platform

Outsourcing solutions for institutional investors Discover our modular outsourcing solutions for private capital investors Limited partner services Front-, middle- and back-office solutions for Pension funds Insurance companies Fund-of-funds managers Family offices General partner services Middle- and back-office solutions for Fund managers The three main reasons for turning to AssetMetrix Free up resources and focus on your key areas of expertise Rely on our......

relevant regions
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,......

relevant regions
El Segundo, CA, United States

Automation Services

Manual processes in the middle offices and back offices have plagued investment firms for years. These monotonous workflows are prone to human error, whether it’s bad data as a result of typos or a bored and wandering mind that pays little attention to details needed for reliable reporting. The errors, the wasted......

relevant regions
Zurich, Switzerland

Avaloq BPaaS

For banks looking to fully optimize their back-office operations efficiently and allow their own team to focus on improving client engagement and creating new products and services, Avaloq offers the combination of an as-a-Service software together with a fully outsourced back-office, staffed by a highly experienced and proven team based......

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Lucerne, Switzerland

Axon.ivy BPM Suite

How can you further increase your business efficiency? Do you see opportunities to streamline, reduce delays, eliminate errors and improve compliance for your critical processes? Is the competitive pressure requiring your organization to continuously adapt and shorten time-to-market for new products and services? It is time to put your business......

Lausanne, Switzerland

Azqore Essential

Software as a Service (SaaS) Integrated Information System (S2i) In an increasingly demanding environment, information system performance has become an issue of key importance. Our platform stands out because of it reliability, scope continuous evolution, productivity efficiency, as well as the pooling of investments and leveraging of cost savings. Onboarding When a private bank chooses to delegate the management of its banking operating system to us, it benefits from a high level of security and support. Whatever your size and your requirements, you will join the S2i with full confidence. Business Process Outsourcing Our Business Process Outsourcing solution enables us to manage all of your back office processes. The teams operate across two operational centres, in Switzerland (Lausanne) and Singapore. Together, they comprise of approximately 200 dedicated banking experts. Digital products & services e-Banking and m-Banking Azqore offers innovative and intuitive user interfaces, carefully structured information and highly developed analytical functionalities. Azqore's e-Banking and m-Banking platforms enable your clients to view their assets and enter stock exchange and payment orders with complete security. These......

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Lausanne, Switzerland

Azqore Premium

Software as a Service (SaaS) Integrated Information System (S2i) In an increasingly demanding environment, information system performance has become an issue of key importance. Our platform stands out because of it reliability, scope continuous evolution, productivity efficiency, as well as the pooling of investments and leveraging of cost savings. Onboarding When a private bank chooses to delegate the management of its banking operating system to us, it benefits from a high level of security and support. Whatever your size and your requirements, you will join the S2i with full confidence. Business Process Outsourcing Our Business Process Outsourcing solution enables us to manage all of your back office processes. The teams operate across two operational centres, in Switzerland (Lausanne) and Singapore. Together, they comprise of approximately 200 dedicated banking experts. Digital products & services e-Banking and m-Banking Azqore offers innovative and intuitive user interfaces, carefully structured information and highly developed analytical functionalities. Azqore's e-Banking and m-Banking platforms enable your clients to view their assets and enter stock exchange and payment orders with complete security. These......

relevant regions
London, United Kingdom

Back and Middle Office Services

Rexigon Securities offers back and middle office services, including protection of client assets and client money and state of the art front office software to the wealth management community in the UK. Its founders are former top executives in the wealth management market with considerable experience including holding CF10A roles. Rexigon......

Zurich, Switzerland

Back Office

To be specific, we enter the banking transactions of all custodian banks and match the positions and balances daily (with automated bank interfaces) or monthly (with bank documents booked manually). We also ensure that corporate actions, capital flows, and delivered values are accurately reflected – a prerequisite for correct performance calculation.......

relevant regions
Paris, France

Back Office Outsourcing

Outsourcing of back-office services for private banks and asset management companies....

West Chester, PA, United States

Back-Office Reconciliation

Let us manage the daily overhead of keeping your system live, accurate and up-to-date. We will recommend, and manage, the most effective workflows and processes suited to your situation. Schedule a conversation today to see how we can help your operations department. Post trade data processing Performance history updating Client reporting Manual statement processing Post trade......

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Mercer Island, WA, United States

Back Office Support

We utilize state of the art technology tools to facilitate the workflow between the advisor’s office and our back office team. This ensures fluent communication between the client and the back office. It also helps keep everyone on the same page and on track. Once the onboarding process is complete, a relationship......

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Geneva, Switzerland

BANKER'S FRONT - Client Lifecycle Management Digital Platform

Our digital platform aims to be the relationship manager’s workstation covering all his business and compliance needs on a modern and user-intuitive digital front-end, whilst digitizing the key processes between the relationship manager and his clients. Business opportunities are easily identified and monitored to ensure business growth, and the relationship......

Walldorf, Germany

Banking - Finance & Risk

Governance, risk, and compliance Stay compliant and reduce exposure to risk.  Business integrity screening Minimize financial losses through more effective automated monitoring and screening. Financial planning and analysis Management of financial performance to control costs and execute organizational strategies. Profit and cost simulation Run profit and cost simulation to optimize profitability and resource allocation. Management reporting Support financial and operational......

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Geneva, Switzerland

Banking Platform

So whether you’re a private bank, an institutional investor or a Family Office, you can take advantage of IT and banking services two centuries in the making, yet tailored to your needs. We designed G2, our banking platform, because we wanted a solution we could rely on. Today, G2 is trusted......

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Indianapolis, IN, United States

Bill Payment

Wealthy families typically work with an extensive list of merchants and vendors resulting in a myriad of day-to-day, month-to-month, annual and one-time expenses. From simple utility and credit card bills to household staff, professional services and investment funding requests, wealthy families usually have a complex series of banking activities and......

Chalfont St Peter, United Kingdom

Bizagi Platform

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

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Kirkland, WA, United States

BOC Compliance

Our Compliance Support is administrative in nature. The SEC will not allow an advisor to outsource its CCO position and in most small to mid sized firms, the CCO wears multiple hats. Our services enable the CCO to function at a supervisory level, providing them the skilled assistance they need. Back......

Kirkland, WA, United States

BOC IT

We provide a fully hosted environment for both applications and data. Our network provides email services with anti-virus, anti-spam and anti-malware protection while integrating email archiving functionality into a seamless web based portal where an advisor can access all of their software and all of their data from any computer......

Kirkland, WA, United States

BOC Operations

Our Operational Support Services are completely customizable; you can ask us to do five or fifty tasks. We go far beyond our competitors in that we provide more than just download, reconciliation, reporting and billing services. We can provide virtually any operational support activity that can be documented for process and......

Vista, CA, United States

BOSS Total Back Office Hosting Solution

BOSS provides a Total Back Office Hosting Solution for portfolio management, accounting and reporting. Expert service, client portal, hosting, integrated solution, data quality and security and business intelligence. The total BOSS solution offers everything in one package....

Vienna, Austria

BPO

Many banks are already successfully using our back-office services, and we can take care of key tasks for your company, too. Your core expertise lies in selling products and advising your customers – ours is in efficient handling of the necessary processes, such as order management, payments and transfers, or......

Schlieren, Switzerland

BPO - Business Process Outsourcing

InCore was formed as a spin-off of the trading desk, back-office and IT operations of a private bank. We understand the requirements and needs of the private banking sector in detail and offer you personal contacts in all fields – bankers talking to bankers. As a pure transaction bank with......

New York, NY, United States

Business Process Management

Enterprise systems tend to be IT-centric and unaligned with any business strategy, which impedes the ability to change how business is being done and weakens agility. Business Process Management (BPM) is a game changer that can address this situation. In the past, BPM was misused, often utilized for building standalone enterprise subsystems and......

New York, NY, United States

Canoe Intelligence

With Canoe, the world's most sophisticated investors can unlock more value form their data and focus on investment decision-making, client service and other value-add functions. This is your technology roadmap for scalable, sustainable business growth.  Extract relevant data points from reporting documents with 100% accuracy  Drastically reduce the time spent on managing data from......

Singapore, Singapore

Canopy BackOffice

We are obsessed with data quality Bad data is useless data. At Canopy we are obsessed with data quality. In case we are managing your data upload, then all incoming data goes through the following two steps Mapping to a Single Security Master: Canopy is a transaction only booking system and all......

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Singapore, Singapore

Canopy Data Services

Canopy is able to take in data in any format (APIs, Data Feeds, PDFs etc.). This allows us to connect to every single Bank/Custodian/Fund Administrator in the world....

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London, United Kingdom

Capita Automation Solutions

We provide a wide range of automation software to streamline your processes. Our One Revenues and Benefits service allows claimants to apply online and get an instant response to their benefit entitlements. Proclaim Process Management software helps legal and other professionals with document, time and risk management. Our income management software gives clients automated invoicing......

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McLean, VA , United States

Case Management

Interactions between people, process, data, and content can be dynamic, ad hoc, and unpredictable.  Unify these interactions with Appian Case Management software for better, faster, smarter decisions. Support all styles of case work with Appian case management software....

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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Boise, ID, United States

Clearwater Analytics Platform

Seamless investment data aggregation, validation, and reconciliation Efficiently scale your investment strategy, diversify asset classes, and improve your data management processes. Integrated with downstream systems to provide clean data to all your investment accounting processes Fully validated and reconciled data each day means you can make confident decisions Daily audit-quality data enables you to......

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Steinhausen, Switzerland

Client Lifecycle Management

CLM is a comprehensive approach that is based on a product standard, but which is customizable to the precise requirements of any business. Clients are manageable via a single, intuitive portal. The underlying processes guide the completion of pending items by internal and/or agency staff and the client themselves, intelligently......

Dublin, Ireland

Client Onboarding & Lifecycle Management

Financial institutions are operating in a perfect storm of increasingly stringent global regulatory obligations, which are demanding the collection, processing and evidencing of more client and counterparty data than ever before. Not only does this place a huge strain on data management, regulatory and onboarding teams, it also lengthens the......

Singapore, Singapore

Client Onboarding & Lifecycle Management

Wealth intelligence's Client Onbording & Lifecycle Management solution reduces the time and cost of onboarding new clients while remaining compliant for KYC, AML and Suitability regulations: Track your prospect from initial contact through to signing as a client Web based onboarding allows client self service, relationship / investment manager assisted service and remote......

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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......

relevant regions
Ann Arbor, MI, United States

Clinc

Improve cross-selling, enhance customer engagement, increase reach Deliver the highest quality conversational AI experience within finance Drive customer acquisition, engagement and retention Increase adoption on mobile and digital banking channels ...

Geneva, Switzerland

Cloud Consulting

Business-oriented analysis of the existing solution Service-by-service migration Risk analysis Assessment of local and international service providers Cost assessment Support Connectivity Encryption and security Bandwidth optimisation ...

relevant regions
Palo Alto, CA, United States

Cloudera Enterprise Data Cloud

Whether you're focused on consumer or commercial banking, wealth management or capital markets, or all of the above, it’s all about relationships. You’ve got to find, secure, and deepen relationships while lowering risk and assuring compliance. Make your customers feel like you know them. Connect with them in the channel......

relevant regions
Redwood City, CA, United States

Cloud Infrastructure Solutions

Whether you're a multinational corporation implementing virtualized desktops for employees, or a SaaS provider migrating from an all-public to a hybrid cloud infrastructure, you’ll benefit from the dense interconnections available inside Equinix. You'll also benefit by distributing your data centers across different regions to ensure high availability of services and......

relevant regions
Greenwich, CT, United States

Cloud Services

Our customized CloudSuite platform We will challenge the way you think about the cloud to ensure the right configuration and overall cloud strategy to best serve your desired business needs, today and tomorrow. Private-only platform: High performance. High availability. Ultra secure. We’re the only provider that offers a hosted IT platform that’s built......

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New York, NY, United States

Cloud Services

What we offer RFA Financial Cloud The RFA Financial Cloud platform provides on-demand, secure hosted infrastructure. It is a dedicated, virtual Infrastructure-as-a-Solution (IaaS) offering that helps private equity and hedge funds, allocators, wealth managers and others move all applications and data from on-site servers to a fully-hosted facility. The RFA Financial Cloud......

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Teaneck, NJ, United States

Cognizant Advisor Workstation and Client Portal Redesign

Support day-in-life of your financial advisors and their clients. Cognizant Advisor Workstation and Client Portal Redesign provides optimal experience and improved SLAs, adoption and performance. Our teams analyze processes, information sharing and collaboration needs across front, middle and back offices. Cognizant Advisor Workstation and Client Portal Redesign offerings include: Client and advisor......

relevant regions
Teaneck, NJ, United States

Cognizant Client Onboarding for wealth management

To our way of thinking, onboarding is much more than an operational event. It sets the tone for your client relationships. Cognizant Client Onboarding takes a holistic view towards client engagement and data collection, as well as information delivery, notification and activation. Cognizant Client Onboarding for wealth management includes: Use of our......

relevant regions
Teaneck, NJ, United States

Cognizant Front-Office Optimization

The front office is the heart of wealth management. With our family of digital solutions and services, you can optimize it in ways that boost advisor productivity and organizational effectiveness across lines of business and booking centers around the world. As a result, your business operates as one cohesive wealth-management......

relevant regions
Teaneck, NJ, United States

Cognizant Front Office Target Operating Model

With global standards for processes and performance, your firm can optimize advisor productivity and customer experience, and better evaluate technology solutions. You can also drive revenues with new wealth management products.  Cognizant Front Office Target Operating Model includes: Standard approach to engage with leaders in booking centers Detailed local assessments (“pain points”)  Aggregate findings Global......

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Geneva, Switzerland

Company digitalisation

CRM ERP GED Email traffic Call platform Support solution ISO standards Quality process ...

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Geneva, Switzerland

Compliant IT for financial services

Financial pedigree. With roots in one of the world’s financial capitals Penta has specialized in providing IT services to the financial sector for almost two decades. Banks, private banks, family offices, investment houses – they all trust Penta to provide stable and secure IT infrastructure that meets their regulatory requirements and the......

Geneva, Switzerland

Consolidation Services

Our services allow you to have an overview of your assets, whether financial assets or real estate, art or any other type of holdings. Via the platform our clients benefit from a permanent access to their financial situation updated on a daily basis. With our solution you can detect and analyse the......

Cape Coral, FL, United States

Co-Sourcing

Our approach is to tailor our experience to your needs. A typical outsourcer offers a “one-size-fits-all” approach to investment management operations. However, we know every manager has a different set of challenges and needs; what suits an asset manager might be irrelevant to a family office. MD Solutions will work......

relevant regions
Cape Coral, FL, United States

Custom Engineering

At MD Solutions our team of highly experienced engineers and developers allows us to say ‘Yes’ to all your custom engineering needs.  We work with your firm to understand your needs and apply our deep knowledge of the financial industry and your technology platform. Next we efficiently develop your request and......

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Boston, MA, United States

Cybersecurity Bundle

Advanced security managed solution that provides critical security layers for identifying, protecting, and defending against cybersecurity threats By combining advanced security layers—including 24x7 monitoring and response, threat prevention, security intelligence, and security awareness—this expertly managed solution reduces threat response times and dramatically minimizes the risk of cyber attacks. A programmatic approach to cyber......

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Zurich, Switzerland

Data Handling / Data Bases

The banks' differing quality standards often lead to a poor quality of delivered data – which makes reliable asset allocation or performance calculation more difficult. Data may be relayed via bank interface or in the form of digital account and custody account statements (transactions and positions). Either way, our preparation of......

relevant regions
Reno, NV, United States

Data Management, Reconciliation and Migration Services

Very early each morning, we pull the daily data files from your financial institution(s) (Schwab, Fidelity, TD Ameritrade, etc). We reconcile the data to ensure integrity, which includes reconciling all corporate actions. We then post all of the transactions, prices, new securities and new accounts to your portfolio management system.......

relevant regions
Boston, MA, United States

Data Protection

In an unpredictable world, investment firms can never be too prepared. And in the high-stakes industry of investment management, downtime is not an option. That's why forward-thinking investment management firms rely on ECI’s Data Protection services. We deliver Disaster Recovery via our Private Cloud or Microsoft Azure providing flexibility and unlimited capacity. Whether......

relevant regions
Austin, TX, United States

DataStore

DataStore is the powerful and robust enterprise content management (ECM) system purpose-built for the Financial Services sector. DataStore delivers on what matters most Gain complete control over the capture, indexing, archival, retrieval, accessibility, delivery and retention of every item of business-critical information in your organization, via a secure central repository. Utilize a single......

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
Zurich, Switzerland

Digital Banking Platform

Appway Digital Banking helps financial institutions bring their digital strategy to life by providing a digital toolset to achieve growth and build loyalty through customer-centric business models. Banks can quickly adapt to market trends and client needs while providing customers with seamless experiences across all channels. In the digital age, banks......

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Dublin, Ireland

Digital Client Journey

Digitalise your client lifecycle management process To capture market and mind share, financial institutions are under more pressure than ever before to ensure a superior onboarding and lifecycle management service experience to their clients. However, they are constrained from delivering on this promise mainly by internal challenges arising from disparate systems,......

Boston, MA, United States

Digital Innovation Services For Business Revitilization

ECI's digital innovation services Systems and application modernization This service starts with an application assessment to identify projects that offer a clear path to improved customer experience and/or ROI. For the identified opportunities, the legacy application(s) will be modernized by updating the platform infrastructure, the internal architecture, and/or updating its features. The......

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Frankfurt, Germany

Digital Onboarding

Scope of services and process chain Enable companies to digitally onboard new clients and manage existing clients 100% paperless. There are no limits to the areas of application. At the same time, any form of paper-based processes are suitable for digitalizing your workflows - from new applications & long complex contracts with......

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Hong Kong, Hong Kong

DNA Financial Systems

We offer consultation and technology integrated solutions for market data, FIX (Financial Information eXchange) electronic trading systems, IP PBX-based dealing turrets and recording system , Forex dealing room management systems, and corporate treasury risk management systems. It's so difficult to get a new client but so easy to lose one by......

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Los Angeles, CA, United States

Docupace Platform

The pace of change for financial services industry has accelerated with transformational technologies, increasing levels of competition, privacy issues, document protection, and government regulations. Broker-dealers, RIAs, and financial advisors are developing new business models and engaging with Docupace to increase their operational efficiency, productivity, and profit, while also sustaining audit-risk......

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Sydney, NSW, Australia

DXP

Unlimited possibilities to edit and create content across systems including:   In-context help – Solve customer queries with tooltips, real-time help messages, and system-wide status updates to your existing systems  Personalised and localised content – Target your customer segments and regions by controlling who sees specific content, including showing or hiding entire......

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Sydney, NSW, Australia

e5 Workflow

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

Bern, Switzerland

EBICS as a Service

Electronic Banking Internet Communication Standard (EBICS) as a Service is Swisscom’s attractive one-stop solution for secure, standardised data transfer between financial institutions and your corporate clients via the Internet. The shared service is available to all Swiss financial institutions, regardless of their size or which core banking system they use. For......

Boston, MA, United States

ECINet

We act as a single service provider enabling and monitoring your entire IT infrastructure for greater security and availability. ECINet is completely secure, meaning firms can rest assured their critical information is always protected. For firms with multiple offices or data centers around the world, ECINet enables seamless communication and......

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Boston, MA, United States

ECI'S IT Support

Global network services ECI’s Global Network Services provide support for clients’ physical networks including firewalls, switches, routers, and access points, as well as overall network monitoring via our 24x7x365 fully operational network operations center (NOC). We manage configuration changes and incident resolution for network devices and provide network maintenance and troubleshooting. The......

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Boston, MA, United States

Elsen nPlatform

Skip the cleanse. Drive alpha immediately. Financial institutions leverage massive datasets using different formats, with no room for error. Ensuring the data is accurate, clean, and concordant requires a lot of time and resources. With the Elsen nPlatform that work is already done for you, so you and your team can......

Monaco, Monaco

Elysys Wealth

The wealth management industry The financial services industry is tough, fast moving and under stringent regulatory constraints. Firms are under increased pressure to adapt to new rules and improve visibility and compliance while controlling cost. They end up having to deal with a myriad of disparate legacy applications often a mix of......

Boston, MA, United States

EMCS

EMCS (ECI’s managed cloud solution) combines the power of Microsoft public cloud tools with industry-leading data protection and security technology, delivering a solution tailored to specific client requirements. In a world of accelerated change, firms need the business productivity, collaboration, and mobility provided by EMCS. Our cloud solution protects privacy, data, and the security......

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Chicago, IL, United States

Enfusion Managed Services

Technology, data, and industry best practices Our global services team harnesses our constantly evolving technology, data, and industry best practices to provide meaningful insights to transform your business. They quickly master your portfolio, address time-consuming tasks, automate processes, and anticipate reporting needs. Our experts maximize the power of the Enfusion platform......

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Coral Gables, Florida, United States

Enterprise Bare Metal

Nutanix HCI Nodes HPE ProLiantFujitsu PRIMERGY Infrastructure options from leading enterprise brands Seamless extensibility to/from colocation environments   Access to ecosystem of 140 network service providers  One-click connectivity to ecosystem of third-party services and platform...

Givisiez, Switzerland

Enterprise Case Manager

It is providing a smarter, more integrated way to handle increasingly complex caseloads and includes support for structured as well as ad-hoc workflows. It includes the infrastructure with general objects such as cases, stakeholders, tasks, case folders, documents, etc., the process design tool, process monitoring and a comprehensive integration layer.......

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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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Ontario, CA, United States

Enterprise Power

Laser App Enterprise is an installed solution that provides advisors with the ability to process electronic forms easily. Laser App enterprise provides simple ways to find and select the right forms out of our massive library of forms. Whether completing hundreds of forms during the transition process or in your......

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San Jose, CA, United States

Enterprise Solutions

OMNI Enterprise Solutions is a dedicated virtual employee solution which may be the key to helping you control growth and its associated risk and costs because it enables us to help you simplify the most complex part of running a business - people.  How does it work? OMNI maintains two service locations in San Jose,......

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Worthing, United Kingdom

EQXanite

EQXanite provides flexible, responsive and automated solutions for financial services firms. Managing end-to-end processing from front to back office, EQXanite refines service quality and reduces operational costs. Evolved from a history originating in custody processing, EQXanite builds reliable and proven systems for clients across the financial services spectrum, including online brokerage,......

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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Zug, Switzerland

Etops for Asset Managers

Etops for asset managers Managers, regulators and clients have a growing need for comprehensive and timely reports. This requires accurate and current data provided to and optimized for your investment management system. Etops AI powered technology together with the experienced back office team represents the ideal combination of engineering and services to master the challenges the......

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Zug, Switzerland

Etops for Family Offices

Etops for family offices Delivering comprehensive wealth management services which look at every financial aspect of an ultra-wealthy person’s or family’s life, requires a lot of data, analysis and the ability to produce attractive and conclusive reports. In addition, many family members ask for digital access via desktop and mobile devices. Etops multi-banking solution collects and......

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Zug, Switzerland

Etops for Wealth Managers

Etops for wealth managers Facing more and more regulations, the independent wealth managers need to find ways how to deal with these challenges. State-of-the-art technology helps to meet all the compliance requirements and to concentrate on the actual business at the same time. But all these solutions require data - data from......

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New Malden, United Kingdom

Factbook Factsheets

Workflow management is central to our automated factsheet production. We have developed a rigorous system that monitors and reports on all key aspects of the production process, from initial content retrieval through to final signoff and distribution. It is this system that ensures your factsheets will be produced on time,......

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New Malden, United Kingdom

Factbook RFI

Factbook RFI allows report build scheduling to be controlled in exquisite detail. Fully supporting event and/or schedule driven production and allowing report builds to be prioritised over others within the bulk report building cycle. For example, priority reports can be built immediately upon data availability (event driven) with the remaining......

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Pune, India

Family Office Services

IBN Technologies is one of the initial service providers of hedge fund (BPO), fund accounting, quantitative risk analysis & reporting services to hedge funds, fund of hedge funds, private equity and family offices across UK and USA with AUM of USD20 billion. We have been persistently deriving the desired results for our......

Dublin, Ireland

Fenergo for Wealth

Challenge Private banks and wealth managers work with complex clients with rapidly evolving needs. However, regulatory pressures, disjointed legacy and reference systems, hybrid disjointed processes and requests for more information from clients all create significant inefficiencies and negatively impact the client experience.  These firms are now more focused on delivering excellence in......

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Sydney, NSW, Australia

FileBound

Provide quality advice for a fraction of the cost Provide quality financial advice quicker and more cost-effectively as FileBound enables your team to work faster and smarter. Easily build automated workflows that help your team collaborate, manage tasks, track jobs through to completion and access automatic compliance reporting. FileBound’s intuitive interface......

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Geneva, Switzerland

Financial Application Hosting

Secure hosting of financial services applications with guaranteed up times, built-in regulatory compliance and disaster recovery....

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......

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Darien, CT, United States

Financial Reporting

In Spanish, Mirador means "a tower designed to command an extensive view." We live up to our name by providing award-winning business intelligence that allows you to get an unparalleled vantage point for your financial assets. Our unique perspective comes from a thorough knowledge of financial instruments, experience managing systems......

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Singapore, Singapore

FinIQ UCP Toolkit

No more programming is required to design a new payoff or any new workflow. Either in pre-trade or post-trade processes, a user can alter the workflow and design the one that fits the current requirement.  Indicative flows can be from client onboarding, to risk limits, profiling, documentation, approvals, order management, spread calculation and......

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Dallas, TX, United States

FinTech Automation

The staggering amounts of data generated by social media, cloud computing, and applications have transformed the way we live and work. While all of these advancements have improved our lives and provided us with greater opportunities for innovation, they have also accelerated the rise of an entirely new problem. An......

Kew, VIC, Australia

First Class Super

First Class Super offers a full suite of services, from establishment and on-going administration, right through to setting up retirement pensions and beyond. We work in partnership with accountants and financial planners in providing annual compliance requirements for self managed super funds. We offer an end of year service or the......

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San Diego, CA, United States

FIT Solutions

Our clients have said we are an elite team of IT specialists. Our service starts with who we are, rather than just what we know. We’ve achieved excellence by focusing on quality above all else. Capable skill met with a genuine interest in people is our recipe for success. FIT Solutions......

Ontario, CA, United States

Forms Efficiency

Companies that have forms on Laser App have reduced errors by as much as 80%, lowering their cost and time processing paperwork. Laser App can help your company the same way by doing two things: Laser App instantly pre-fills your forms, leveraging client information from just about any source. All Laser......

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Farmington, NM, United States

fpPathfinder

We create simple, elegant, and effective checklists and flowcharts to help financial advisors be more diligent in their planning processes. Our checklists make your planning process easier, more consistent, and less stressful. You can also use our resources to proactively plan with clients, distinguish yourself as an advisor, and reduce......

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London, United Kingdom

FS:Launch

How are you creating new funds and share classes today? Does it involve multiple teams, spreadsheets and emails? FS:Launch from FundSense gives asset managers fully customisable fund & share class creation and approval workflows which increase efficiency, eliminate bottlenecks and most importantly allow funds to be launched faster. Contact us to arrange......

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London, United Kingdom

Glue42 Core

Open Source Glue42 Core is both open-source and production ready. It can be used in production environments at no-cost. Connect your web applications into a streamlined workflow Glue42 Core exposes a rich set of interoperability methods enabling web applications to seamlessly communicate with each other. All interaction occurs on the client device, making......

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London, United Kingdom

Glue42 Enterprise

What is it The world’s most advanced platform for integrating desktop applications. Uniquely, Glue42 Enterprise has been built from the ground up to support both modern web-based applications and legacy systems. It is designed to be deployed at massive scale across thousands of desktops and hundreds of applications. What it can do If......

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San Jose, CA, United States

GRACE Integrated Client Management

GRACE for Integrated Client Management helps wealth management advisory organizations manage their clients in an efficient way through seamless integration across all the functions of end-to-end life cycle management. Integrated-by-design and modular-by-approach, GRACE facilitates all aspects of client management from prospecting, CRM, understanding the client's profile, client communication, product/portfolio creation, suitability......

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Washington, DC, United States

Guidehouse Management Consulting - Commercial Sector

Clients partner with Guidehouse to address their most significant challenges with business process services, business transformation, innovation, improving operational efficiency and effectiveness, managing risk, enhancing customer experience, and driving competitiveness and growth. Our combination of industry, technology, and risk and compliance experience, all on one team, is unique and allows......

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Wilton, CT, United States

Held Away Aggregation

PCR helps Private Banks and other Advisors focus on a total wealth experience by gathering the client's held-away account data.  We combine our capabilities in alternatives with over 400 electronic institutional sources to produce a fully normalized view of a client's holdings and activities. This held-away data is then combined with the firm's......

Ho-Ho-Kus, NJ, United States

Highridge Technology

Highridge Technology provides technology solutions for RIA and Wealth Management firms. We know that cybersecurity and compliance are imperative and that maintaining a secure, efficient technology infrastructure is critical to productivity and profitability. With preferred vendor relationships with major custodians including Schwab’s OpenView MarketSquare, we understand the technology needs of independent......

Geneva, Switzerland

Horizon

To provide its services, DAPM uses its proprietary platform Horizon. The platform offers, among others, the following features/advantages: A single integrated dashboard All your assets in one place A user-friendly administration console to centrally monitor your assets Online access Wherever you are, you can connect yourself to the platform Daily updated prices, transactions and performance so......

Hong Kong, Hong Kong

Hosting Architecture

Our fully redundant platform ensures high availability with 24x7 operation. ...

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Quebec City, QC, Canada

Hosting Services

Included in the monthly licensing fee, we provide financial institutions with a complete, powerful tool. Financial institutions maintain total control of back office operations; all that's needed is an internet connection. Wealth management is now available anytime, anywhere....

Sydney, NSW, Australia

HyperScience

Do business better Why waste the time of your highly skilled staff on manual data entry when they could be working on business-critical tasks? It doesn’t have to be that way. Hyperscience gives you faster access to more accurate and complete data, by automatically extracting the all details you need from......

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Givisiez, Switzerland

ICOS/2

ICOS/2 offers a fully digitized onboarding / CLM experience, enabling financial service providers to innovate and harmonize sales processes. This modular platform allows you to approach the customer anywhere with an unrivaled journey and to increase the efficiency of your associated front and back office processes. ICOS/2 facilitates identical services in......

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San Fransisco, CA, United States

IdeaScale for Finance

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

Exton, PA, United States

IFS Onboarding

The account opening process can be complex, especially for clients with growing financial needs. With IFS Onboarding, you can find simplicity in opening accounts for a single client or household with different types of investment products, including advisory and products supported by direct sponsors, such as direct mutual funds, annuities,......

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Melbourne, VIC, Australia

ImageGuard

Is illicit content like pornography being exchanged via your email system? Illicit content like pornography can damage your company culture, create a hostile working environment and increase the risk of legal liability. Illicit images continue to travel in and out of enterprise email systems, hidden within a mass of legitimate business images. Legal......

Portsmouth, United Kingdom

Imago Automation

Imago Automation has been designed to help streamline process that requires data handling from one or multiple sources, computational activity, reporting, digitising and analysing. Processes such as the production of annual statements or the delivery of electronic statements are typical process that Imago Automation would execute.    ...

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Greenwich, CT, United States

INDATA Managed Services

INDATA Managed Services are offered by INDATA to in-house or iPM Cloud clients and provide remote system administration and verification by INDATA staff. The goal of INDATA Managed Services is to allow in-house or cloud clients to function in an outsourced environment while still benefiting from the open architecture that iPM......

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Bronxville, NY, United States

Infrastructure

Storage Backfill into Data Warehouse of Transactions Pricing Cost Basis Performance Reporting Archiving Document Scanning and Management Reporting Website Access Design Print Production Mailing Report Programming Alert Management ...

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London, United Kingdom

Infrastructure

By sharing our infrastructure and services, our model enables external asset managers to grow their business rapidly by providing client on-boarding and reporting, sophisticated investment advice, extensive market access, custody and back-office support - all within a robust compliance framework....

Paris, France

Innova Process

Innova Process is a unique solution for next-generation operating processes. It enables banking, financial services, and other industries for business process automation complex operational environments. Whatever the complexity of your models, our solution will modernize your operations and allow you to go further than you ever imagined. Using Artificial Intelligence algorithms, business......

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New York, NY, United States

Intralinks Platform

Communication and trust are the cornerstones of every financial relationship, which is why our platform was built to improve client interactions in retail and private banking. With over 20 years of financial services experience, we know how to meet compliance requirements. Our professional services team can help you with integrations and creating custom solutions......

London, United Kingdom

Investment Administration

Access a set of online and offline solutions, supported by our team of wealth management operation professionals, to complement and integrate with your business model. The service covers portfolio accounting, operations, record-keeping and corporate actions processing. Flexible, consolidated client and customer reporting solutions; from simple through to complex family hierarchies and investment......

Jacksonville, FL, United States

Investment Management

Creating and maintaining a high-quality, robust investment management platform to meet the unique needs of today’s sophisticated investor can be a time-consuming and costly endeavor. Through Reliance Trust, an FIS company, clients can choose from select turnkey to fully outsourced investment solutions in a highly automated environment. Gain access to a......

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London, United Kingdom

Investment Platform

We call it our Investment Platform service, but that really doesn't do it justice.  This is a comprehensive, whole-of-market, custody, trading, technology and back-office outsourcing service.  On top of all that, it gives you the ability to launch your own, white-labelled d2c investment platform across all asset types. Using our own......

Boston, MA, United States

Investment & Wealth Management

Overview The wealth management, investment management and life insurance industries across the Western world are in a state of seismic change, just as the wealthiest generation of our times ― the baby boomers ― enters retirement. Combined with the needs of this ageing population, regulation in all guises ― including RDR......

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London, United Kingdom

ipushpull Workflow Automation

From off-the-shelf live data-as-a-service to custom B2B workflow automation, with ipushpull you can deliver real-time solutions both for your internal teams and for your customers or financial counterparties. Improve efficiency by connecting services, platforms and applications into a secure, unified, live environment, eliminating emails and file sharing and replacing costly......

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Lenexa, KS, United States

IT Management

When leveraged properly, technology helps you maintain a competitive edge and build a strong presence in your market. Outsourcing your IT to experts allows you to spend more time building your business while we ensure your technology supports you. As your IT department, we’ll guide you to make informed decisions regarding......

Schlieren, Switzerland

IT Outsourcing

As a banking IT services provider we understand your requirements for high levels of data protection and operational security. Our redundant, high-performance IT systems enable us to offer our own Swiss private cloud solution for banks and wealth managers. We operate your entire IT, so you can pursue a zero-IT......

Vienna, Austria

IT Outsourcing (ITO)

Concentrate on your core expertise and benefit from the experience of CPB SOFTWARE. An expert team efficiently manages your systems in virtual environments or on the infrastructure you provide – with high-availability services on request. Minimise your operational risk while improving your business continuity and reducing costs. The company operates 24×7......

New York, NY, United States

IT Service Management

vCIO/CTO Services - a team of ex-CTOs, ex-CIOs and ex-COOs RFA has the best trained and most experienced consultants in the IT sector, providing a full capability expert-led managed technology offering. Global support services - supporting blue chip clients from seven locations Best-in-class, system-agnostic business process solutions run by expert staff as a 24/7/365 service. Facilities......

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London, United Kingdom

IT Solutions

By reviewing and understanding your current IT environment we will devise a suitable IT business solution and IT strategy for your server environment, business critical applications, and connectivity. We will work with you to ensure the infrastructure is cost effective and suits the requirements of your workforce and clients. We offer a......

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London, United Kingdom

IT Support

We support and manage Microsoft Windows and Apple OS X workstations, Servers, Data networks, emails and business applications as well as mobile devices. Our comprehensive support service offering fits around your business: We can act as your IT department, or complement your existing IT team. Assigned engineers to build up a detailed knowledge......

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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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Irvine, CA, United States

Kofax TotalAgility

The systems that still run many businesses weren’t designed for the speed, collaboration, adaptability and self-service capabilities required to satisfy your connected, digitally-savvy customers. The anytime, anywhere, multichannel experience consumers are receiving from popular global entertainment platforms and online retailers is often the standard to which your business will now......

Exton, PA, United States

Laser App

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

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Greenwich, CT, United States

Leading-Edge Investment Process & Workflow Management

Typical Bespoke Solutions Include the Following Main Features Manage This feature allows you to manage – assets, deals, portfolios, investors, organizations, and other entities that pertain to your investment firm, based on your unique blend of investment strategies, trading styles, asset classes and account types you offer. Workflow This feature enables you to define......

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Steinhausen, Switzerland

Legacy System Refresh

By using LSPS' iterative application design and modeling capabilities, our customers are able to evolve their functionality in the most efficient manner available and that is best suited for their business needs. The benefits of Intelligent Business Operations can be reaped as soon as the first steps in a staged......

Danville, CA, United States

LIBRA

Investment advisors who desire operational scale, efficiency, control and increased profitability hire BaySys for our expertise in data management. We manage the tedious process of collecting, managing, and reconciling daily account activity across your custodians in order to optimize the capabilities of Advent Axys® or APX®, or Schwab Portfolio Center®. We......

Steinhausen, Switzerland

LSPS Platform

LSPS is the most advanced, intelligent BPMS available today. The possibilities are quite literally limitless due to the power, flexibility and intelligence built into the tool set allowing any business to bring their business processes to life. Yet advanced does not mean complex. With 100% model-driven design, simple processes can be......

Windsor, CT, United States

Lyric

Built on cloud-native architecture, SS&C Lyric is a modernized platform for global recordkeeping. Lyric ensures you can future-proof your operations as your business model evolves. This helps make your operations safer, more efficient and delivers the digital experiences customers demand. Transformational, front-to-back operating system that enables seamless, fully-integrated solutions for asset......

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Sydney, NSW, Australia

Managed Accounts

MA Operator adds value to advisers, and those providing managed account services complementing their current operational and system architecture and client servicing culture. We don’t ask you to align to a vertically integrated service or data source model. We integrate with the licensee’s chosen broker, bank/CMA or administrator of choice where......

relevant regions
New York, NY, United States

Managed Cyber Security & Compliance

Managed security services - industry leader in managed security services through our Virtual CTO and CISO solutions RFA pioneered 24/7/365 Managed Detection & Response (MDR) and Securities Operation Centre (SOC) services and solutions to the IT market. Managed IT compliance services RFA’s cybersecurity governance and risk assessment processes provide a foundation for effective technology......

relevant regions
New York, NY, United States

Managed Data Services

Data warehouse - unlimited compute, scale without limits. At the heart of the platform is the Snowflake Data Warehouse engine, the on-demand scaling SaaS solution is runs on any cloud provider; AWS, Azure or Google Cloud. The virtual warehouse approach allows you to scale compute vertically or horizontally while keeping a......

relevant regions
Geneva, Switzerland

Managed PKI Service

The service can be immediately used via the secure online web interface provided by the WISeKey Universal Registration Authority. This option is often a more cost effective option for small groups of users in the magnitude of tens or hundreds. Managed PKI allows flexible groups and templates, allowing administrators from anywhere......

Reykjavik, Iceland

Managed Security Services

What is Managed Security Services? Managed security service is the day-to-day monitoring and interpretation of important system events throughout a network. This includes, and not limited to, unauthorized behavior, malicious hacks, denial of service (DoS), anomalies, and trend analysis.  Companies are investing in expensive systems to monitor network activity, vulnerability assessment and trying to......

Pittsburgh, PA, United States

Managed Services

Performance reporting outsourcing service Increase efficiency and scale while reducing costs and risk Apply structure and additional controls to your Performance Reporting workflow. Focus on your core competencies while our performance experts implement practices that allow your business to scale efficiently without adding staff. Elevate service levels by streamlining processes, reducing manual......

relevant regions
Vienna, Austria

Managed Services

We all face many new challenges, some more intense, others less complex. These result in increasingly far-reaching and, above all, more intricate changes to the processes and structures. Low interest rates, regulation, and digitisation are currently the biggest challenges faced by banking institutions. Falling margins, customers who shop around, and complex......

Laverton, VIC, Australia

Managed Services and Channel Optimisation

Digital experience delivery UX design and journey mapping Scanning and digitisation Print and mail production Omni-channel delivery and integration Platform development and integration ...

relevant regions
Brisbane, QLD, Australia

Managed Technology

Providing connectivity to third-party services and data sources, the Grid has data centres in the key capital market centres of Sydney (Global Switch) and Melbourne (NEXTDC). Each data centre provider is a tier 3 data centre, providing one of the highest levels of availability and security. The close proximity of hosted......

relevant regions
Plano, TX, United States

M-Files

The one and only version Want to make sure that no one modifies a document while you're editing it? Just check the document out in M-Files to protect it from any changes while you make updates. Checking it back in when you're done allows everyone to view your changes or make......

El Segundo, CA, United States

Middle and Back Office Outsourcing

Increase efficiency, reduce costs by outsourcing your operations As an investment management company, your goal is to generate returns for your clients, and revenue for your organization. A functioning middle- and back-office plays a crucial role in achieving those objectives. However, tasks like reconciliation and performance reporting can be costly, time-consuming, and......

relevant regions
Frankfurt, Germany

Middle and Back Office Systems

Today, you as a company have to process and manage a large number of different transactions, applications and contract forms. The administration is often still very time-consuming and often in paper form, with many printouts, multiple copies, e-mails, corrections and agreements. This also leads to more time and nerves spent......

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Darien, CT, United States

Middle Office Services

Gone are the days of staffing up an internal team to remain ready to handle middle office tasks when they arise. We bring a modern approach to leveraging our expertise and technology to provide you with a more efficient execution. Further, whether it's one-off client onboarding for a new RIA, or......

relevant regions
Bangalore, India

Mphasis Advisor Productivity

Mphasis is a trusted partner for wealth and brokerage businesses. Our tools increase productivity across the front, middle, and back office. We consistently help financial advisors do more and achieve better results. Applications we built and managed: Account management & trading platform Automates and streamlines labor-intensive tasks Offers a mobile site for iPads  Automated rebalancing......

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......

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London, United Kingdom

MyCredo

MyCredo - a multi-asset class, multi-currency web based platform, providing financial intermediaries with access to: Customisable views: tailoring of screens allows grouping of accounts and information displays; Risk profile tools: leverage Credo's proprietary solution; Research: includes Morningstar Analyst Research Centre; Consolidated view: view of all your Investors' accounts in a single screen; On-line trading: leveraging Credo's Trading Services; Reporting: includes a suite of......

Altendorf, Switzerland

Nectar Financial Wealth Management Platform

An integrated B2B platform that is simple, intelligent and learning, putting our clients, and us, in a unique position to succeed in a dramatically changing industry. The essence you need, no unnecessary burden, low costs, no bureaucracy, no hurdles. We serve the industry leaders of tomorrow. With a team of over 50 specialized......

Charlotte, NC, United States

Network as a Service (NaaS)

IT wants to minimize the costs of managing network infrastructure, but needs control of secure, high performance networking. That's why NetFoundry reinvented NaaS to remove the telco, hardware and circuit handcuffs, and put IT in full control: IT centrally controls cloud orchestrated networking via your choice of web portal, APIs or......

relevant regions
Toronto, ON, Canada

NexJ Customer Process Management (CPM)

Delivering superior service at every stage of the customer lifecycle is challenging. Firms must personalize service workflows to make interactions engaging and efficient while ensuring they are fully compliant with regulations at all times. NexJ Customer Process Management (CPM) provides business process management functionality that can be integrated into existing......

Herning, Denmark

Next Mailroom

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

Herning, Denmark

Next Processes

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

relevant regions
San Francisco, CA, United States

OCTO™

Expert guidance The F2 OCTO™ augments a wealth management firm’s current team and elevates their wealth technology offering by providing expert guidance from experienced industry executives who work in partnership with the firm leadership. Flexible resources While the specific OCTO™ role changes based on the current needs, challenges, or goals of an organization,......

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Amsterdam, Netherlands

Ohpen

Legacy out. Agility in. It is the only way forward for the financial industry and the driving principle behind Ohpen: a ruthlessly effective, cloud-based core banking engine. Built by former bankers to administer retail investment and savings accounts, Ohpen liberates banks from their legacy systems and processes. 100% reliable, 100% adaptable,......

San Carlos, CA, United States

Onboarding & Planning

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

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West Sussex, United Kingdom

One Mortgage System

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

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Bronxville, NY, United States

Operations Management

Data access Import to custodians Brokers and Investment Managers via direct feeds Screen scrapes OFX feeds Emails Faxes Paper Data reconcilliation Daily reconciliation to position or trade Blotter Process corporate actions Secondary statement validation Year-end review ...

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Edison, NJ, United States

OpsSourcing

The OpsSourcing platform is a fully integrated outsourcing solution that combines Fi-Tek's best-in-class wealth management software with services from our highly experienced and trust affiliate, First State Trust Company. The outsourcing solution provides you with the competitive edge by allowing you to focus on growth and better understanding of your customers'......

Redwood Shores, CA, United States

Oracle ERP

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

Paris, France

Orange Business for Financial Services

The revolution reshaping the financial services industry is creating countless opportunities for financial institutions to reinvent their business models through innovation. Orange can help you become agile enough to take advantage of new business opportunities, overcome the biggest challenges facing the financial industry, and prosper next to both existing competitors......

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Jersey City, NJ, United States

Orbis Systems

For financial firms around the world, Orbis Systems offers a one-stop solution to every FinTech need. Our industry experience enables us to effectively transform the financial lifecycle. Whether you need a consultation or an extensive digital transformation, we help companies of all sizes create value for you and your clients.......

Indianapolis, IN, United States

Outsourced Consolidated Reporting

Today's ultra-high net worth investors demand reliability, elegance and — above all — accuracy in their investment reporting. As a result, leading private banks and financial institutions have partnered with SEI Archway to provide a suite of integrated technology solutions and outsourced services designed to help clearly differentiate and enhance......

London, United Kingdom

Outsourced IT

From IT support, Telecoms, Network, Internet, Hardware and Software we are your full technical department and will assist 24x7x365, we essentially become an extension of your firm....

Kiama, NSW, Australia

Outsourced Paraplanning

Optimise your practice On average it takes 6.3 hours to complete just one SOA. Imagine what else you could be doing with that time for your clients and your business. Padua's Outsourced Paraplanning delivers rapid, compliant advice generation at a fraction of the cost of in-house teams. Free your resources and scale......

Hicksville, NY, United States

Outsourced Services

NAV reconciliations Fund administration Shadow accounting Investor onboarding Funds & liquidity management Asset servicing Derivatives and Level 3 valuations ...

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Kiama, NSW, Australia

Outsourced Transition Management

An end-to-end trasition management program Padua's Outsourced Transition Management Services makes it easy for you to transition your client base between platforms or products. Padua's end-to-end transition management program is the most comprehensive, most efficient and most valued service for transitioning your clients. Technology for high volume transitions Padua's Transition Management System enables......

Coral Gables, FL, United States

Outsourcing

At Abakus, we work with a wide variety of financial services firms, including single family offices, multi family offices, separately managed account providers, wealth managers and financial advisory firms to deliver top-notch reporting tools to clients. Our services are designed to take the burden off you by managing middle and......

relevant regions
Frankfurt, Germany

Paperless Contracts

Scope and services and process chain Integration of contract documents and existing system landscapes Client legitimation via POST-ID portal or other legitimation providers / signature service providers Contract opening and administration including all details. Client login and digital mailbox Core functions Integration of any contracts, e.g. with your suppliers, producers, distributors or end clients Automated e-mail......

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Indianapolis, IN, United States

Partnership Accounting

One of the significant challenges faced by wealthy families is how to efficiently deploy their capital. In an effort to centralize and streamline the investment process, many wealthy families utilize partnerships or other pooled investment structures. Alongside the gains in efficiency and opportunity, family partnerships can also pose significant challenges of......

Stockton on Tees, United Kingdom

PlanHappy

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

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Norwalk, CT, United States

Plan Universe

The industry’s largest and most comprehensive tax-exempt plan sponsor peer group dataset Plan Universe is an interactive tool that enables institutional investors and advisors to tap into the industry’s largest and most comprehensive tax-exempt plan sponsor peer-group data for performance benchmarking, research, and analysis. It provides standard and custom peer-group comparisons......

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Bern, Switzerland

Platform Services

What are our Platform Services? Projects and system integration Over the last years, we have successfully performed over 60 platform integration and migration projects. Our customers benefit from the extensive know-how generated from this and can rely on us to be an expert partner to them. A project methodology that is constantly developed......

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Steinhausen, Switzerland

PM1

Portfolio and asset management is a core functionality of PM1, supporting end-to-end processes such as account opening, advanced performance calculations, and sophisticated client reporting. The PM1 suite offers fully scalable solutions for banks, asset management and financial intermediary companies of all sizes. The modular concept guarantees perfect alignment with individual......

Bromley, United Kingdom

Portemis

Client engagement. Onboarding. Period reviews. KYC. AML. Compliance. Operational data changes. Are these vital activities cumbersome, error-prone or just too slow? Do your users grumble about their cumbersome systems and elongated paper-based processes? Curious to know what purpose-built software designed to solve these needs looks like? Portemis is 100% based on......

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Norwalk, CT, United States

Portfolio Analytics and Reporting (PARis)

Dig deeper into the insights that matter PARis is the industry-leading portfolio analytics and reporting solution that enables institutional investors and advisors to aggregate, analyze, optimize, and report on investment portfolios across plan types, sizes, asset classes, styles, and universes. Designed by industry veterans, this comprehensive multi-asset-class reporting solution is built......

relevant regions
Raleigh, NC, United States

PortfolioServices

An outsourced solution that frees you to focus on clients PortfolioServices is a web-based portfolio management and performance reporting solution that is managed for you by a dedicated service team at Schwab Performance Technologies. With PortfolioServices you can see a complete picture of your clients' investments at a glance, no matter where......

relevant regions
Lenexa, KS, United States

Private Cloud

RightSize Solutions provides a secure, scalable, and upgradeable private cloud server that houses your entire business network and slew of RIA technology applications, while providing you access from anywhere. All you need is a connection to the Internet and your office is transported to you. You can securely log on to......

Sydney, NSW, Australia

Protect

Our team is always on the lookout for the latest threats and informs your in time before the waves hit. Our all rounded protection and specialist services are specifically designed for small and medium business to keep your data safe....

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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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Denver, CO, United States

Reconcile

In addition to a broad array of technology integration and reporting services, Risclarity also provides fully outsourced information management and support services to help family offices drive efficiencies and streamline their operational processes. Our team of performance, portfolio accounting, data collection and reconciliation experts works in close partnership with you to......

relevant regions
Coral Gables, FL, United States

Reporting & Consolidation

Our services are designed simplify office procedures by: Streamlining recording of investment transactions Analyzing and measuring client portfolio performance Aggregating data from various sources Tracking vital operational and financial information Generating customized client reports An investment in technology via back office reporting has the potential to pay off in many ways. Our clients find that their......

relevant regions
Reno, NV, United States

Report Preparation and Distribution Service

Through our secure connection, we can access your portfolio management system and prepare reports for your clients. These can be custom reports with custom metrics that you define or monthly/quarterly performance reports. We can also distribute your reports to your clients on your behalf, including both electronic and/or hard copy......

relevant regions
Miami, FL, 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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New York, NY, United States

Retirement Services for Financial Advisors

Why Partner with Paychex? All-in-One Solution Best-in-class Payroll Integration When you recommend Paychex to your clients, they can be assured of the streamlined simplicity of our Paychex Flex® solution.  Using a single employee record across all of our services, payroll and retirement are wholly integrated. This helps clients save time and cost, improve......

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Melbourne, FL, United States

Revenue Operating System

All seller-buyer interactions - emails, calls, meetings - auto-captured, refined, mapped, and scored to bring you visibility and insight like never before. It's a complete Revenue Operating System you can leverage to analyze and improve performance. AI auto captures seller-buyer activity data AI algorithms scour the buyer engagement activity data–emails, calls, meetings, web......

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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......

relevant regions
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......

relevant regions
Stamford, CT, United States

Rockit® Solutions

Additional services include partnership accounting and tax services for those who invest through family limited partnerships or other pooled investment vehicles, as well as for specialized needs for investment and performance reporting. Maintaining spreadsheets, reconciling data and manually preparing reports can be an inefficient use of time and resources and more importantly, is......

relevant regions
London, United Kingdom

Saffron Onboarding Solution

The Saffron Robo Solution is a B2B client lifecycle management tool for private client, IFAs, wealth and asset management companies which is deployed via a secure cloud based infrastructure and an intuitive web or app interface.  Our solution allows our clients to deliver fully customisable robo advisory, goal planning and risk profiling......

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San Jose, CA, United States

Sage Intacct

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

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Columbia, MD, United States

Secure Enterprise Solutions

End-to-End encrypted calling Use the latest, user friendly voice and messaging app technology without exposure to man-in-the-middle attacks. Lock down your communication from end-to-end with military grade encryption security solutions. Our systems have no backdoor policy which makes access to information virtually impossible. Built in secure messaging Message redaction Messages are automatically deleted from......

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Zurich, Switzerland

Securities

Individual needs regarding the management of the universe of assets are simply infinite. That's why we clarify needs carefully with each individual client and define the rules of categorization and formatting. These guidelines are sacrosanct to us. We follow them strictly in daily execution, and keep them under constant, multidirectional review. The......

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Oaks, PA, United States

SEI Wealth Platform

SEI Wealth Platform: The future is here Wealth management firms like yours face an array of ever-growing risks. Profitability pressure, increased competition, regulatory concerns, rapidly evolving technology and escalating demand for seamless, customer-driven experiences are driving industry change at a brisk pace. It’s a complex situation that requires a unified solution......

relevant regions
Geneva, Switzerland

Services

An extension to your team Outsourcing your operations grows your team in a highly cost effective manner. At BRT, your team will consist of experienced and qualified experts, fully equipped to handle both ongoing management of your middle and back office operational requirements, as well as ad-hoc requests....

Zurich, Switzerland

Sherpany

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

relevant regions
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......

relevant regions
Freigericht, Germany

Smarter Financial Services

Customers ask for pro-active, multi-channel, end-to-end experiences. Markets demand scalable business models facilitating highly personalized client advisory and services. New technologies enable FinTech and InsurTech startups to disrupt the industry.   Financial service providers need to update their enterprise architecture to connect innovative Banking and Insurance APIs with legacy systems. Comprehensive......

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London, United Kingdom

SmartIQ

Digital Forms Transformation Software Can Make Your Business SMARTER Static fillable PDF and web forms are dinosaurs in today’s digital-first world. It’s time to transform traditional forms-based processes into intelligent, conversational user experiences. Attract customers – and keep them loyal – by delivering seamless, mobile-friendly, guided interactions while also streamlining internal......

Brisbane, QLD, 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.......

relevant regions
San Diego, CA, United States

SOCBOX

SOCBOX is a team of world-class cybersecurity experts dedicated to helping you protect your company. We combine a state-of-the-art security operations center (SOC) with the best cybersecurity tools and managed security services available, deployed rapidly to any size environment at a reduced cost....

London, United Kingdom

SRL Global

Comprehensive, accurate and unbiased. Front-to-back solutions for the family office industry SRL Global provide families and their private offices with a holistic and integrated end-to-end institutional-grade infrastructure. Delivering greater clarity, control and insight to Monitor, Measure and Manage their wealth in single ecosystem. Data collection Transaction level account aggregation Reconciliation and data management General ledger accounting Security......

relevant regions
West Chester, PA, United States

Statement Digitization

Accessing statements Whether you want Accusource to log onto a custodial site or send us a statement, we’re flexible! We manage statement aggregation at various levels. Statement digitization We’ve created a tool that can aggregate data from a PDF and turn it into an importable file for your portfolio accounting system. Data quality checks Getting......

relevant regions
Stockholm, Sweden

Strivr

We set out to build a tool that solves the problem of how to manage your day-to-day operations. Much has happened in the Financial Industry when it comes to technology, however, most Operations still rely on keeping track of their work and how to do it by using multiple spreadsheet......

relevant regions
Winston-Salem, NC, United States

Support services

Operational backfill  We provide stop-gap operational staff assistance as clients experience changes like mergers, new system implementations, and facility relocations. Additionally, our clients need assistance with operational support of on-going functions related to a business disruption or staffing shortage. We have experienced staff that can “fill the seat” for the client......

relevant regions
Stockholm, Sweden

Swip

SWIP fits into existing infrastructure to let clients leverage on their existing IT and systems investments or acts as a standalone fully-fledged portfolio solution for all asset classes. The platform’s components can be used as standalone features or as a whole, creating a complete portfolio solution....

relevant regions
Seattle, WA, United States

Tamarac Services®

Hand off your regular back-office processes to Tamarac Services and experience dramatic time and resource savings that can be reapplied to revenue generating activities like building client relationships and bringing on more assets. Your Tamarac Services team will download, post, and reconcile positions from your custodians and import your accounts, account holdings,......

El Segundo, CA, United States

TAMP1 Platform

Let go of legacy. Go digital. Do you have legacy software? Are you using asset or wealth management platforms that don’t serve you to the fullest? Are you a startup or breakaway advisor looking for a reliable, long-term solution right out of the gate? Whatever your needs are, you’ve come to the right......

relevant regions
Mercer Island, WA, United States

Technology Services

Our team delivers proven, time-tested solutions that allow advisors to build an office anywhere - home, business suite, or on the road. Our services range from a simple help line for your existing technology platform to complete hardware, software, and systems training and support. RIA Innovations offers three different levels of services: Hourly -......

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Zurich, Switzerland

The Appway Platform

The Appway Platform gives organizations the power to develop and operate scalable business applications as they reinvent for the Digital Age. The comprehensive platform coordinates processes in a unified digital workspace, promoting collective intelligence and inspiring companies to turn their visions into running solutions. ...

relevant regions
Raleigh, NC, United States

The Tek

Leading provider of Cybersecurity, IT Managed Services, and Connectivity since 2001.  The Tek offers a new level of business engagement designed to give you the knowledge resources and tools you need to take your business to the next level and beyond. We believe that businesses need more than just a technology provider......

London, United Kingdom

TiG Cloud Services

Modernising IT environments to reap the benefits of the cloud Data storage, made more efficient TiG’s cloud services are fully secure and approved to global financial compliance standards, providing fund managers, investors and clients with the highest level of assurance that their money and data are safe. Off-site servers save office space......

relevant regions
Chicago, IL, United States

Total AdvisorCare™

Total AdvisorCare is ideal for RIA firms that: Need to have their computer network, email, database and Internet accessible and running 24/7/365 without problems. Value the security of their data, and want to do everything possible to prevent loss, corruption or theft. Want to maximize the speed, availability and performance of their network. Hate......

relevant regions
London, United Kingdom

Total Technology Outsourcing

Technology should fit your workload, not add to it. With Total Technology Outsourcing, you can pass all your IT to Lanware, a specialist partner with proven experience in the financial services sector. We’re focused on enabling financial services organisations to grow, increase their productivity, and manage risk. And we go beyond individual......

Wilton, CT, United States

Total Wealth Aggregation

Many families, multi-family offices and technology firms leverage our ability to provide a single source of consolidated and normalized data on 100% of a family or institution's holdings.   These clients also leverage our data management solutions and data warehouse to further customize and report this consolidated data. Combines Alternative and Held-Away with Home......

Phoenix, AZ, United States

Trumpet

What’s your firm’s purpose? At Trumpet, we want the time we spend at work to matter. Our focus on streamlining and automating work is about more than creating value for your firm or even your clients, it’s about making the world a better place to work. We’re committed to creating......

Meriden, CT, United States

UNAPEN

Since 1991, UNAPEN, Inc. has provided IT services, custom software solutions, systems integration and software products tailored for Investment Managers involved with Private Client, Institutional and Wrap/SMA business, as well as Non-Profit Organizations and Educational Institutions. UNAPEN is comprised of seasoned professionals whose expertise in the securities industry uniquely positions them......

London, United Kingdom

Vauban Wealth Container Platform

VAUBAN is a Wealth Container platform. It lets you set‑up and deploy complex legal entities such as Funds and SPVs in hours with a few clicks. From initial structuring to NAV calculation, it is a fully integrated, one‑stop shop platform catering for all your needs. Fund & SPV Structuring Transactional Banking Legal Documentation Fund......

relevant regions
Boston, MA, United States

Vault

Vault is ECI’s online data backup and recovery service that provides investment firms a highly reliable and secure data backup and recovery solution that is professionally managed by ECI. Our team works with you to design a backup and recovery strategy, troubleshoot problems, and ensure that restores are fast and reliable.  Vault......

relevant regions
Wakefield, MA, United States

Vestmark Manager Marketplace

Advice delivery simplified True marketplace A true marketplace is built on the premise that product quality speaks for itself. We are not biased. We do not promote product. We have created a network to facilitate the connection between asset managers and financial advisors. Time & transparency Vestmark Manager Marketplace™ was built to help asset......

relevant regions
Wakefield, MA, United States

Vestmark Model Delivery Service

Key potential benefits of our model trading service Multi-program support: Our trading team can support all types of model-based discretionary advisory programs, including UMAs. Professional execution: All trading activities are performed with the goal of honoring manager intent. Experienced team: You're supported by an award-winning team with deep industry knowledge and well-established relationships......

relevant regions
Wakefield, MA, United States

Vestmark Model Trading Service

Potential benefits for managers & strategists Greater efficiency: Reduce the hard-dollar costs, manual workflow and operational inefficiency associated with your in-house model delivery efforts. Improved scale: Reallocate resources toward other initiatives that drive distribution and confidently add more partners without worrying about operational overhead. Greater control: Retain contracts, billing and revenue collection directly......

relevant regions
Wakefield, MA, United States

Vestmark Outsourced Services

Concentrate on your strengths, let us handle the rest Technology paired with outsourced services can create real scale and efficiency for your business. Our experienced team can perform a set of services – tailored to your firm’s needs and challenges – including those outlined below.  We assume responsibility and oversight of......

relevant regions
Houston, TX, United States

Virtus Middle Office

As alternative asset strategies have continued to attract more investors and deal structures have continued to evolve, pressure on the middle office operations to stay ahead of the curve. After a deal closes, the front office is on to structure another deal. Operations, compliance, cash management, Settlements and other personnel......

relevant regions
New York, NY, United States

Virtu Workflow Technology

Triton execution management system Triton EMS is a global, broker-neutral, multi asset-class platform that combines Virtu’s cutting-edge liquidity, execution, analytics and workflow solutions into one unified and customizable execution interface. Workflow solutions ITG Net ITG Net is our global, broker-neutral financial communications network that provides secure, fully supported connectivity between buy-side and sell-side firms......

relevant regions
San Francisco, CA, United States

VKey

VKey digitizes market data contract terms to enable data consumers to identify and understand key terms at a glance. VendEx Solutions’ team of seasoned market data professionals map contracts to 175 terms in 15 categories, leveraging Artificial Intelligence and Optical Character Recognition to accelerate this process. Clients load contracts into their......

relevant regions
Boston, MA, United States

Voice Solutions

Our voice solutions provide a platform for high quality voice & video and unified communications, as well as voice disaster recovery. In partnership with Cisco, Masergy and Microsoft, ECI can offer a broad array of endpoints and conferencing solutions wrapped with our service delivery providing a customized solution for each......

relevant regions
San Francisco, CA, United States

VPort

VPort is VendEx Solutions’ vendor management portal deployed in Private Cloud Instances unique to each client. Taking inputs directly from Vendor contracts in VKey, VPort instantly deploys information into dashboards, giving vendor managers several reports instantly. VPort also integrates with clients’ Human Resources Systems via employee IDs to ensure services......

relevant regions
London, United Kingdom

WDX Onboard

By automating all of the data capture and due diligence processes involved in onboarding clients successfully, Onboard can radically cut costs, dramatically shorten onboarding times and generate 80% less administration. Client data captured before, during (and after) onboarding is validated and re-used throughout the client lifecycle, supporting a ‘capture once, use......

relevant regions
Jacksonville, FL, United States

Wealth Managed Services

FIS' award-winning, end-to-end wealth management solutions allow you to move to a variable-cost model with the confidence that your operations are managed securely, efficiently - and profitably. FIS delivers a complete set of outsourcing services that can be tailored to meet the needs of organizations, with a dedicated client service team......

London, United Kingdom

Wealth Solutions: Technology

GPP offers a seamless, end-to-end solution for discretionary wealth and investment managers. This encompasses client relationship and portfolio management, a white-labelled client portal and app, tailored client reporting, plus access to our established global execution, settlement and custody services. Execution is provided on a multi-asset basis, covering securities, ETFs and collective......

Bengaluru, India

Wipro Cloud

Wipro empowers enterprises in their continuous transformation journey by providing full stack cloud services - Edge to Cloud - across domains delivered through Cloud Studios. Wipro’s unique 'Business First' strategy and industrialized solutions approach supported by strong industry domain and partner ecosystem positions us uniquely to help the enterprises of......

relevant regions
Alpharetta, GA, United States

Workflow Automation

Simplify your work by reducing administrative tasks Saving you time and money is one of our major goals. We want to eliminate manual data entry and automate repetitive tasks for you, your staff and your clients. One click exports to your CRM and financial planning tool We invest heavily in integrations that allow......

relevant regions
Oakland, CA, United States

Xantrion

Xantrion was founded in 2000 to provide enterprise-grade IT services to midsized businesses. Our focus has never wavered. We continually refine our services to meet the needs of the organizations we serve. As a result, our tailored solutions, in-depth cybersecurity expertise, and superior service have made us one of the......

Oslo, Norway

Xledger

Xledger is a cloud ERP solution for organizations with complex financial management needs. With a core focus on automation, insight and scalability, Xledger enables customers to run leaner, more efficient, and more effective finance departments. From core accounting to donor management, Xledger empowers your ambition. Added value Along with core functionalities, Xledger provides......

Knowledge Resources

Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.