docStribute gives you the power to send secure, regulated and confidential documents to your customers digitally; replacing costly postage and piles of paperwork with one elegant, immutable hyperlink. Just one click. It’s that simple. Combining next-generation distributed ledger technology and deep expertise in regulatory compliance, we lead the way in secure,......

Client type

• Asset Managers
• Bank Wealth Managers
• Financial Advisors

Relevant Regions

• Western Europe

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

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

The traditional model of wealth management is changing. Client experience is now in the spotlight as clients’ expectations evolve, in line with much of the wider banking and personal finance industries. The two most common reasons why clients leave their investment manager is underperformance and a lack of communication. Fundamentally, individuals want......

Client type

• Asset Managers
• Bank Wealth Managers
• End Private Clients
• Financial Advisors

Relevant Regions

• Western Europe

Comarch Wealth Management is a multi-module investment system dedicated to private banking and wealth management. The software supports wealth management processes delivered to clients in the form of personal services identified as: Simplified investment advice – occasional advisory on investment products Full investment advice – recurrent advisory on model portfolio Execution only – transaction execution based on client’s......

Client type

• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

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

Contemi's award winning Wealth Intelligence (WIN) solution is a fully integrated, modular tool box catering for exacting requirements of the wealth management and private banking industry. Individually, modules provide 'best of breed' point solutions to solve specific challenges. Deployed together, these modules provide an intuitive, function rich, full front to......

Client type

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

With Edgelab’s extensive risk analytics and portfolio assistant, banks can deliver a 360-degree view on portfolio risk and generate bespoke portfolios with one click. As a result, they can substantially increase the quality of advice and strengthen the relationship with their clients. Unlike other solutions, Edgelab takes the true nature of......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

FundCount's wealth management accounting solution is fully integrated with all partnership, portfolio and general ledger accounting capabilities embedded in the one single platform. As a result, FundCount significantly reduces operational costs, enhances efficiency and reduces risk. FundCount's extensive reporting tools enable wealth managers to deliver custom-tailored reports to each client. Wealth management......

Client type

• Asset Managers
• Family Offices
• Financial Advisors

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

Client type

• Asset Managers

Use Invessed to build secure portals and lead-generation websites. Experiences are designed to specification, for browser or mobile app platforms. Wide range of out-of-the-box features, including portfolio reporting, fund tools, document libraries, message centre and investment commentary. Safeguard client data with two-factor authentication, web application firewall and the security provisions afforded by......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Western Europe

Based on our research, most retail investors are not satisfied with the periodic account statements they receive. Their reports usually contain unintuitive tables with numbers or high-level macro-economic explanations without any clear link to the actual investments of the client. Also, personal investment advisors and relationship managers find it difficult to pinpoint......

Client type

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

Relevant Regions

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

The world is changing for investors, necessitating a new way of managing investments to give true transparency and the ability to turn data into crucial intelligence. This is particularly true for family offices and UHNW individuals, who increasingly have investments spanning multiple asset classes and worldwide locations, not to mention multiple......

Client type

• Asset Managers
• End Private Clients
• Family Offices

Relevant Regions

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

Sesame is a next-generation secure technology platform that is powerful and simple to use and centralises all investment data from any source and of any type, including public and private assets. Sesame has been developed with intelligent tools for easy navigation into the complexities of investment portfolios, with sophisticated analysis,......

Client type

• Asset Managers
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Caribbean
• Eastern Europe
• Middle East
• Western Europe

Imagine being able to give your clients the ability to access all of their financial data, on the move, 24/7... The freedom this would give them, and how this could revolutionise your relationship with them. Not only will they be able to access their investments and pension and general savings portfolios,......

Client type

• Asset Managers
• Family Offices
• Financial Advisors

Completely configurable Moxtra’s SMC can be configured to the workflow needs of business across a variety of industries. Today, the SMC powers customer engagement and collaboration in the retail banking, wealth management, and insurance verticals for several financial institutions around the world. Deployment is flexible with hybrid, private cloud and on-premise......

Client type

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

Relevant Regions

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

Deliver a superior advisor-led client experience and supercharge your advisors’ capabilities, freeing up their time to build deeper relationships and drive new business development. Build trust, increase conversion and provide deeper knowledge to your clients with AI-powered portfolio insights at your advisors’ fingertips. Deliver a slicker service to your clients and give......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager

Relevant Regions

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

As part of Objectway Wealth Tech Suite, Advice is the integrated and customisable software platform enabling wealth management institutions to set up a client centric advisory process. Augmented intelligence and human governance are blended to achieve higher levels of efficiency and increase customer base, thanks to a quick generation of......

Client type

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

Relevant Regions

• Eastern Europe
• Western Europe

As part of Objectway WealthTech Suite, Conectus is the omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and advisor. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction, Conectus gives......

Client type

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

Relevant Regions

• Africa
• Caribbean
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

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

• Asset Managers
• Bank Wealth Managers
• Family Offices

Combining hyper-personalized content campaigns on top-of-mind planning topics, best-in-class marketing execution technology, and self-guided financial goal work-flows, Market*r will innovate the way you think about business development. ...

Client type

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

Relevant Regions

• North America

Client communication and reporting has never been more critical to an investment firm’s overall strategy. It sits at the center of the client experience and is the most tangible output to show what you do, and how you provide value to your end investors. For many years the function has been......

Client type

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

Tower is the TechRules leading software solution for wealth management. It is the answer to obtain a complete lifecycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices

One unified platform with all the tools you need to manage meetings, share confidential information, drive real-time collaboration and accelerate decision-making. Enhance engagement and alignment on all fronts. Enroll now to enjoy the financial and non-financial benefits of an engaged family, business, and family office. For today, and for future generations. ...

Client type

• End Private Clients
• Family Offices

Relevant Regions

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

The Unblu Conversational Platform enables advisors and customers to engage, converse, browse & collaborate in the same web asset or mobile application simultaneously. Our customers leverage their existing investments in digital channels, increase the number of customer interactions and reduce the total cost of ownership. We provide highly secure engagement and......

Client type

• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

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

Client type

• Asset Managers
• Bank Wealth Managers
• Family Offices
• Financial Advisors

Relevant Regions

• North America

Performance accuracy Audits the data accuracy, comprehensiveness, and proper performance construction of individual portfolios and composites Identifies inaccurate data and performance results Streamlines performance protocols and verification operations Efficient audit Mines data for outlying items Eliminates tedious manual steps Efficiently automates verification and reporting, helping corrections to be accomplished monthly, weekly, or even daily. Timely performance reporting Provides you......

relevant regions

• North America

Provide your clients the ability to easily and securely access their accounts and stay up to date on their account balances, positions, transaction history and more with AdvisorClient.com. Your clients will see pages that are personalized with your name and contact information at the top of each screen....

Advisor Now is a highly configurable digital investment solution that brings together the simplicity of a robo-offering with a reputable infrastructure that automates the process of goal planning, portfolio selection, account opening, fund transfers, client communications and more. Meet the growing online and mobile communication demands of your clients  Capture the next generation......

Video KYCInstant full video KYC by invitation link for clients present in any part of the world. Place MF transactionsAdvisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor. Reports on WhatsappAdvisor gets the capability of sending various reports like valuation, capital gain, transactions &......

relevant regions

• Asia

Enable team collaboration on a single platform We adapt our platform to cope with your teams’ needs and manage all information and activities about your private clients. Marketing & sales Relationship manager Compliance Communication Intelligent task management Obtain clients Insights from behaviour analysis and from historical and external data analysis (database, public website, social network). Help your relationship......

Through an easy-to-use dashboard interface, advisors can access household, account and security level performance information on demand, for any time period. They also can view benchmarks, holdings and allocations. The PDF Capture function allows firms to help meet compliance and regulatory guidelines. Responsive design means that advisors can access up-to-date......

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

relevant regions

• North America

The portal expedites and simplifies daily investment management tasks such as distributing secure notices, financial statements and quarterly reports to clients. The portal also offers dynamic reporting for investors and data rooms for fund raising, helping Fund Managers improve overall efficiency and save time. Key benefits: Dynamic data visualisation. Predefined business centric......

From the people who brought you the first client portal and cashflow based planning platform comes the ultimate, next generation planning experience for advisors to use alongside their clients. In a time when you need to stay connected and when clients need your sound advice the most, we are here to......

relevant regions

• Western Europe

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

relevant regions

• North America

Your clients and their consultants receive information faster, and you dramatically slash time spent on client reporting and preparing presentations. Create templates that include your insights, as well as charts and graphs showing performance, holdings and other portfolio data; have all client material reflect your brand with consistent colors, fonts and......

Automated, Timely, Accurate & Visually Attractive Reports Based on each investment management firm’s needs, we implement tailored solutions that automate the aggregation, reconciliation, and exception handling of data from numerous internal and external sources as well as in various formats. We then utilize our proprietary software, tools and APIs to create well......

relevant regions

• North America

Backstop Portal is a fully customizable, web-based reporting portal that helps to satisfy the increasingly heavy demands of investors for access to investment and portfolio-related information. Backstop Portal is ideal for delivering documents, fund research and account information to investors and partners in a visually stunning, easy-to-use package. Our user permission system ensures......

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

relevant regions

• North America

Reporting communications platform. Delivering the right information to the right client at the right time via the right channel. Growth tools for financial advisors. Do more for your clients, with our simple integrated components and workflows to help you grow financial advisory relationships. Growing advisors #1 growth platform. All the tools you need to grow your......

Portal, the most popular segment of our platform, our Portal dashboard suite, is both the investor portal and client portal. This module lets our customers and their investor clients benefit from state-of-the-art presentation tools that allow you to visualize portfolio performance, risk management, and any other area of financial performance......

relevant regions

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

Secure Secure your voice, video and data communication requirements without the need to compromise on security or comply with restrictive operational procedures. Easy to use Bulldog is a simple plug and play experience compatible with Apple™ iOS, Android™ and Windows™ devices. Operate anywhere End point discovery, utilising PTS and Enhanced NAT, facilitates a roaming infrastructure......

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......

Information is power Canopy helps financial institutions build big data ecosystems to maximize their returns. Connect systems Canopy has developed an open source data format that enables financial data to be aggregated seamlessly across several databases and systems. Our API solution sits on top of your existing infrastructure. Clean data Financial data is very difficult......

relevant regions

• Asia

Canopy utilizes new financial technology to empower wealth professionals. By automating the time consuming administrative tasks and assisting with insights we help wealth professionals to become better advisors. Automated admin Canopy is able to generate a to-the-cent accurate consolidated investment portfolio. Utilize the Canopy Reporter to easily generate standard or customized reports. Guided......

relevant regions

• Asia

We have designed an intuitive set of tools combined with the proper algorithms to consistently track the data provided in each and every one of your transactions. We apply this methodology to two types of investments: Financial investments - everything which is publicly quoted on the financial markets. Non-financial investments - art collection, real estate,......

relevant regions

• Western Europe

At Capita, our broad range of data analytics solutions are allowing companies to better understand their operations, customers and accounts. They’re making better business decisions, from when to hire to where to locate offices, and creating new and improved products and services that meet consumers’ changing needs. Our analysis helped one......

relevant regions

• Africa
• Asia
• Western Europe

Founded by a successful advisor, Capitect offers modern performance reporting, client billing, and rebalancing tailored for the needs of advisors. Performance reporting Modern, holistic performance reporting. Beautifully report performance and asset allocation with dynamic, always up-to-date charts. Client billing Flexible client fee billing. Easily bill on custodian and held-away accounts using your fee schedules. Personalized rebalancing Personalized portfolios......

relevant regions

• North America

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

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......

relevant regions

• Asia
• North America
• Western Europe

Firms managing more than a handful of accounts are challenged with handling the generation, creation and distribution of client reports. Some firms do it daily, some monthly and some quarterly. Some print it and mail it, some email it while others host it on a client portal. We recognize that firms......

relevant regions

• North America

At a glance $300K/yr back office savings - annual savings for a large bank using our reporting solution. 1M+ reports created annually - our clients' customers rely on our reports and statements to understand their financial wellness. 30+ standard reports - highly configurable library of reports designed for clients, advisors and management teams. 2,000+ advisors - so many......

relevant regions

• North America
• Western Europe

Our client portal enables you to stay connected to your clients in an evolving digital world. Powered by the Investor Suite, you can leverage a complementary set of configurable modules that allow investors to aggregate their personal finances with their financial investments to obtain a holistic view of their wealth. Through innovative......

Client Portal is an online portal delivering a professional and personalised digital experience to clients wanting an accurate view of their investments and financial life. Accessible via mobile, tablet, laptop and desktop, Client Portal is contemporary, easy to navigate and secure meaning your clients can interact directly with your business......

relevant regions

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

Save time each reporting period and move beyond manual reporting to persuasive PDFs, presentations and documents or flexible JSON, flat files, and csv delivery. With the power of FactSet and Vermilion’s award-winning reporting suites, you can automate your reporting process by combining key portfolio analytics with your own internal data......

relevant regions

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

Our product uses all the available and established Avaloq modules (tax engines and capital gain engine) and makes full use of their potential. This high level of integration with Avaloq enables client advisors to create tax statements at the touch of a button and to display unrealised capital gains and......

relevant regions

• Western Europe

Co-browsing technology allows a customer service advisor to join customers in their browsing sessions, interacting and collaborating with them in real time. Together, customer and advisor can simultaneously browse the web, an online application, or a document, and advisors can guide customers through difficult processes and offer specific and customized......

relevant regions

• Eastern Europe
• North America
• Western Europe

ComFoundation is a collaborative and comprehensive customer communication management platform. Connections can be easily implemented into a customer environment with ready-to-use adapters for various existing core business applications and third party technologies. A tight integration with core banking applications such as Avaloq, Finnova, and SAP, including third party technologies for......

commission-assyst allows you to track the charges/fees you are expecting, receipt payments from clients, providers, and platforms, and make distributions (pay-aways) to your advisers and introducers. Gabriel reporting so much simpler as the system will produce the totals required for your RMAR / Gabriel report....

relevant regions

• Western Europe

Why Communities? Kurtosys Communities enables you to create powerful portal experiences for your clients and salespeople. It drives faster, more accurate reporting and better data, leading to deeper client satisfaction, brand recognition, loyalty and asset retention. Communities supports sales growth – through your own team or external distribution network – with sales......

Axisoft Wealth Management Platform (Compass) Being the Most Innovative Solution in Asian Private Banker Technology Awards, COMPASS epitomizes multiple years of knowledge in the private banking and wealth management. It is a collection of feature-rich Target Operating Model (TOM) engineered in a fully configurable architecture for flexible banking business and IT operations. Suitability......

relevant regions

• Asia
• Oceania
• Western Europe

Our solution gives you the best of both worlds. It is designed so you can make changes to communications simply and efficiently, across an entire suite of documentation that can be output to any channel. Tailored solution - Technology that is configured to align with your workflow, systems and processes. Highly personalised......

relevant regions

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

Make your documents work harder Every document has big potential to help push your business forward. Unleash that potential with our engaging documents capabilities and see how easy it can be to build, manage, and work on documents anywhere business takes you. What can you do with engaging documents? Create quickly and remotely Build......

relevant regions

• Eastern Europe
• North America
• Oceania
• Western Europe

Our consolidated reporting solution Veridate combines enterprise grade technology with expert oversight to provide efficient, dependable back office support for single and multi-family offices, allowing them to focus on their investment strategies and grow their private wealth businesses....

relevant regions

• Asia

We provide bespoke, comprehensive customer and business reporting services that deliver specific detail in a simple and intuitive way. The service includes highly flexible and customisable customer and business reporting with investments categorised in accordance with your investment policy. Data from multiple sources showing asssets held with other custodians, can be consolidated......

Your own finances at a glance Professionally analyzed and refined data provide relevant, personalized content that can be accessed by your customers anytime, anywhere and positively influence the digital customer journey. Appropriate and helpful Offer your customers a focused overview of current financial figures and implementable tips with personalized and automated insights. Effectively......

relevant regions

• Western Europe

Today’s mobile, tablet and laptop users expect accurate information at their fingertips – instantly. When it comes to banking and wealth management, they want personal interactions with advisors and relationship managers, who in turn need to be able to engage in the way clients choose. Fast and easy interactions CREALOGIX Conversational is......

relevant regions

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

Manage all of your company’s relationships and interactions with your customers and prospects. CRM has document management & client management features to give the user a complete picture of the available clients. Events can be logged against a contact and appointments sent to their own calendar. All documentation can be assigned......

CRM for financial services helps brokerage and financial companies increase their assets under management and enhance their relationships with all the stakeholders. The important business partners include customers and franchisees that enable financial services to pursue a profitable business model. Most financial companies, like any growing organization, lack the required process......

Outsourced Investment Solutions Imagine having access to: A technology-agnostic investment solution that provides asset allocation advice Institutional and boutique managers, not typically available to retail investors A goals-based orientation that help clients stay focused in volatile markets Now imagine that same solution can help you to generate revenue and profitability similar to your own in-house solution. We......

CXi-Registry is an award winning member registry platform designed to deliver the best administration, management, investor and advisor experience available while never compromising on security, legislative compliance or system performance. CXi-Registry's modular design and service-based architecture supports all forms of unit registry including party paid and stapled securities for fund managers......

Why data? One source of financial data to feed your documents, presentations, websites and portals. Centralize multiple disparate sources, apply data quality checks and enrich information with formatting and localization. Grow revenue Remove the data bottleneck to ship your sales and marketing deliverables faster than ever, enabling your sales teams and putting data in your customers’ hands sooner.  Lower costs Leverage......

Our web platform (browser and widget) that is the world's first A.I. driven experience that provides its users with a cash flow forecasted model that shows them the financial impact of their upcoming life events. This platform allows the user to truly experience, in real-time, what any financial plan should incorporate....

relevant regions

• North America

The DWS Digital Front Office We provide each advice firm with a digital front office - a dedicated, customisable, interactive website that is used to support client interactions. Some of the primary features are listed below.  Landing pages Each advice firm website is a new means for clients to seek advice and to......

relevant regions

• Western Europe

DocFamily offers a modern and holistic customer communication solution. Whether mass, on-demand, or interactive communications, DocFamily’s easy and extensive integration with all existing internal systems and processes, increases efficiencies and helps companies secure sustainable competitive advantage in servicing their customers. DocFamily is based on open standards to ensure a seamless integration......

Generate personalized and accurate financial documents that drive long-term relationships Xpertdoc’s document generation and document automation solutions help financial services organizations efficiently create and deliver highly personalized financial documents – statements, mortgage and loan applications, payment notices, and more – while ensuring accuracy, compliance and security. Automate the creation of personalized documents Xpertdoc......

relevant regions

• North America
• Western Europe

Why studio? Kurtosys experience studio contains a vast library of apps and modules, helping you create customized, sophisticated financial experiences with no coding. From document distribution portals to custom reporting components for automated docs, Studio enables rapid delivery of your next website, portal, or document automation project.   Grow revenue Studio modules keep you on the cutting edge of client experience, allowing you to......

Regulation Best Interest (Reg BI) introduces many new requirements for broker-dealers and investment advisors that will affect the way you do business and communicate with your customers. Reg BI is challenging and will inevitably inject a little chaos into the day-to-day operations of the wealth management industry. Docupace’s comprehensive paperless compliance......

relevant regions

• North America

Save time and money with DOX. Upload your inventory of marketing documents, letters and advisor kits to DOX to efficiently manage the customization, kit building, and multi-channel fulfillment process online. Make an impact with personalization Lower costs by 30-40% Works everywhere, customize anything Real-time reporting and online tracking ...

relevant regions

• North America

Offer a higher level of customer service and reduce printing and mailing costs with electronic statements. The Doxim E-Statements solution allows your print documents, like customer statements, reports, and checks to be captured and made available securely though your banking or brokerage portal. This provides both customers and staff with......

Your customers value their account statements, and they take the time to review them every month. Take advantage of this interest to improve the effectiveness of your marketing campaigns and reduce costs associated with pre-printed inserts by placing targeted, relevant 1:1 marketing messages directly onto statements in both printed and......

Year-end tax form processing is costly and takes excessive amounts of your organization’s time. But year in year out, it has to be done right, complying with all the strict regulatory mandates. Wouldn’t it be great if you could automate this problematic task, streamline it, add value in the process,......

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......

relevant regions

• North America
• Oceania
• Western Europe

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......

Core platform features Out-of-the box business functionality huge selection of ready-to-use and easily customisable banking functionality (widget collections) for wealth management, retail- and business banking.  Digital speed weeks, not months or even years, for new features and enhancements to go live – your individual branded experience for your customers and employees at your own......

relevant regions

• Western Europe

Why Elevate? Elevate is a simple, intuitive, easy to use platform, designed to be fully embedded into your adviser business or used on demand as a solution for a particular client need. One-stop shop: all core tax wrappers and investment choices to cover a large range of financial planning needs. Competitive price: excellent......

relevant regions

• Western Europe

What We Do Going digital is no longer a choice for banks and wealth management firms. All banks and wealth management firms take pride in the ‘personal touch’ that they offer to their HNI clients. With the pandemic, client meetings are history. Going digital with standard methods like client portal, mobile......

As a financial advisor, you face a daily challenge to deliver outstanding advice and service while efficiently managing your business. The open architecture of the Envestnet Advisor Suite™ allows you to bring together everything you need—analytics, advisory tools, advanced portfolio solutions, and practice management and reporting capabilities. The Envestnet Advisor Suite empowers you......

We manage independent collection of data for investors from their underlying portfolio investments to deliver real time ESG analysis via a secure, intuitive and flexible online platform. We provide full rating, reporting and benchmarking service through a detailed questionnaire (300+ data points). Reports include quantitative scoring and reporting benchmarked against sector,......

Electronic process: In the cantonal declaration software or a third-party solution such as Dr. Tax, the tax statement is uploaded in PDF format, the barcode is evaluated and the list of assets filled out automatically. Physical process: The barcode on the tax statement in paper form is scanned into the declaration......

relevant regions

• Western Europe

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......

relevant regions

• Western Europe

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......

relevant regions

• Western Europe

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......

relevant regions

• Western Europe

Factbook Client Reports™ has been designed to distribute information to your clients effectively and efficiently. Flexible enough to adapt to any design template, Factbook Client Reports™ can gather data from any source and in any format and present it in the output of your choosing, simply and easily. Once in place regular......

relevant regions

• Western Europe

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,......

relevant regions

• Western Europe

We know your presentations are crucial to your sales and marketing activity. Factbook Pitchbooks™ can complement and enhance how you and your team interact with your existing stable of presentations. It will give you control by providing a centralised platform from which to automatically generate presentations and update content. Using Factbook......

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• Western Europe

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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• Western Europe

A fully automated system, Factbook Web Services™ allows any time sensitive data to be automatically updated throughout your website, quickly and easily, ensuring information is always up-to -date and relevant. And you can choose how frequently you wish the updates to take place be that daily, weekly, monthly or, if......

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• Western Europe

Safeguard your interests Our dynamic platform facilitates communication, guaranteeing the secure sharing of sensitive information, and bringing fragmented teams together in one space. Lifestyle management simplified on one platform Real-time insights EstateSpace gives you new insights without the administrative strain so you can easily govern your legacy, increase wealth, and reduce risk. With EstateSpace,......

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• North America

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

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• Western Europe

One file, various advice Figlo Planning is the latest addition to the Figlo application family. Figlo Planning replaces Figlo Advisor's financial planning capabilities. Figlo Planning uses the same robust, holistic calculation engine and database as Figlo Advisor. However, Figlo Planning can be used in any browser. Figlo Planning is designed for......

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• Western Europe

It doesn't matter how you spin it. Email isn't secure. But truth-be-told, email is really easy to use and that's exactly why businesses still use it today with clients despite constant headlines about email accounts being hacked and phishing attempts. We designed Filehaven to be as simple as email, but with government......

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• Western Europe

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

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• North America
• Oceania
• Western Europe

aixigo's Financial Planning Software enables financial service providers to continuously monitor and achieve customer goals that were defined in the financial plan! Complex framework conditions, such as tax or regulatory requirements, are solved in the background by means of strong algorithms. Moreover, our API-based software opens up completely new opportunities......

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• Western Europe

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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• North America
• Oceania
• South America
• Western Europe

FIXhub.net (www.fixhub.net) operates a fully managed neutral electronic network connecting buy and sell side institutions for the exchange of messages based on FIX protocol or analogue messaging standards. FIXhub customers include investment managers, banks, custodians, execution and clearing brokers. FIXhub supports bi-directional message flow across asset classes: FX, money market, FI, equities, commodities,......

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• Western Europe

From data to solution We have a wide range of modular solutions that come from the user’s date to the solutions that solve your problems. A complete view of your clients’ wealth Flanks aggregates all financial accounts to create a consolidated view of your clients’ portfolios. No matter the type of asset class,......

With Flybits Concierge and an advanced data ecosystem, you can foster stronger relationships with your retail banking, wealth management and insurance customers. The challenge Disruption exists across all facets of financial services. Whether you’re trying to forge meaningful connections with your banking clients, expand your wealth management relationships or provide guidance to your insurance customers, the tools......

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• Western Europe

White labelled Fortress is fully white labelled so it becomes an extension to your brand, adding value to your clients in a digitally secure and convenient way.   ...

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• Western Europe

PATRONAS FrontFIX is a powerful solution that allows you to communicate in standard FIX or alternative protocols (SWIFT, XML, etc.) with any counterparty or partners such as investment companies, brokers, banks, exchanges and custodians. PATRONAS FrontFIX deals with several thousands of messages per second – it provides you with a configurable......

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• Western Europe

Do your employees have easy access to all of the information they need to do their jobs efficiently? Can your customers interact with you without calling or sending an email? Empower customers and users across your organisation with FS:Chat - our Digital Assistant chatbot providing easy-access information on any subject, from......

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

Client messaging Enabled your sales force to compliantly send emails, SMS, and other transactional messages and campaigns to 1, 5, or 5,000 clients and prospects. In-app messaging Messaging between financial professionals helps build stronger wholesaler and advisor relationships bringing value to the inbox. Social selling The simplest user experience for sharing timely, targeted content for......

relevant regions

• North America

Email marketing Deliver HTML email campaigns with embedded content and resources that get permanently saved to a personal library for every professional you support. Powerful segmentation Use the best, realtime data from regulators combined with proprietary data sets to precisely target your audience every time - all without the guesswork. Silent messages Deliver messages and......

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• North America

A fully-featured and scalable report writing solution designed to reflect the make-up and needs of your company. Time Saving Provides the perfect balance of personalised input and timesaving automation, with dynamic content generation to reflect the options selected - meaning client-focused suitability reports can be easily created in minutes not hours.  Automatic Updates Kept......

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• Western Europe

Turn any meeting room or huddle space into a video conferencing suite with the GT Mini 3330. Its powerful features bring together team members, customers and partners from all over the world to collaborate and discuss as easily as if they were in the same room. Exceptional quality, incredibly easy to......

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• Asia
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• North America
• Oceania
• Western Europe

Aligning technology and team to help clients win. Client experience Elevate client service with service excellence and digital convenience. Process excellence Unleash productivity and empower enterprise users with an intuitive collaboration platform. Communication Enhance advisor/client communication with multichannel messaging and notifications. Enterprise governance Set policy at a high level and ensure your team works within a well designed......

Imago Illustrations is a configurable, powerful and scalable solution for delivering illustrations, disclosure and reporting solutions to meet the unique and personalised needs of product providers, platforms and advisers that makes the complex understandable with exceptional user experiences. Imago Illustrations has drawn on the best of modern web designs, and years......

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• Western Europe

It has been designed to integrate into not only Imago products but also other front office and third party systems, bringing together information to enrich user engagement and experiences. Imago Portal is a component-based portal, that has built-in workflow, content management, data validation and business rules configuration.    Imago Portal provides access and......

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• Western Europe

The front office module allows asset/wealth managers to apply, modify and reapply investment models and strategies to clients based on any number of classifications. Decision support is enhanced throughout the analysis screens by an extensive range of filters which can be tailored and include a variety of different graphing tools. Deals can......

What we do Using our Designed Outcomes methodology and award winning technology platform, InfoSlips designs, composites and distributes documents that deliver rich, interactive and engaging experiences to your customers. Consume data from multiple sources. Composite data into interactive documents that deliver engaging recipient experiences. Enrich and update contact details to guarantee the best possible......

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• North America

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

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• North America
• South America
• Western Europe

Using our purpose-built Data Hub, we can merge multiple unrelated data sources utilizing our single tenant centralized data repository. Once the disparate data sources are connected, the hub creates a homogeneous ecosystem that seamlessly supports multiple systems and outsourced services. This ensures the coherent data foundation necessary for consistent, comprehensive portfolio......

relevant regions

• North America

Many older or low-cost mobile devices cannot run mobile apps, so some of your customers may not be able to use of our flagship product Transakt. That’s why we developed a device agnostic alternative. With Interakt, your customers can authenticate their online banking, mobile banking, e-commerce payments, and more, on......

Meet client demand for secure portfolio access Personalise your customer experience Empower your advisors and clients Foster loyalty, with always-on access that keeps clients engaged with your brand Encourage referrals through the Client Portal, the tangible part of your value proposition Use the Invessed wealth platform to deliver secure Client Portals, lead-generation websites and apps. Invessed......

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

Investment Reporting is an art The Investment Reporting – whether its on a single portfolio or a full consolidated reporting across managers and portfolios is an art – The entire reporting must reflect the underlying investment philosophies. The really good investment reports has found the balance between performance measurement, holdings, risk......

relevant regions

• Eastern Europe
• Western Europe

Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications. Operational excellence through automation Support your global operating model by automating and streamlining the collection of data, analysis, reporting and delivery in a controlled......

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• Asia
• North America
• Oceania
• Western Europe

With the digitalization of banking and wealth management, people expect more visibility and control over their assets. Our portal solution gives advisors more time to focus on their clients and growing their wealth. In turn, clients benefit from powerful self-service tools, putting portfolio and performance data, insights and even trading......

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

IPBS/Report Scheduler is an IPBS software tool which may be used to schedule various system user reports, to be automatically generated, according to a defined scheduled date, using defined report required parameters. Such reports will be automatically generated and converted to pdf format and may optionally be delivered to a......

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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• Western Europe

Clients want to be close to their capital Investors’ expectations of financial institutions are being shaped by their interactions with digitally-optimised businesses in other industries where direct, 24/7 access, via any device, are givens. Information must be complete, organised, well presented and capable of being interrogated. Being able to filter and......

JUMP Reporting is a complete software suite for automating the generation and digitization of customised financial reports. JUMP Reporting helps you Improving productivity by taking advantage of customised and standard report elements, thus securing production while minimising operational risk. Thanks to JUMP Reporting, you can improve the look and feel as well as......

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• Western Europe

Baby boomers are beginning to enter retirement and millennials are set to inherit $50+ trillion over the next decade. This shift in generational wealth will bring big changes to how wealth managers engage their clients. Gone will be the days of review meetings, phone calls, and dinners. They will be......

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• North America
• Western Europe

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

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• North America
• South America
• Western Europe

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

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• North America
• South America
• Western Europe

Go beyond the planning and make sure all the doing gets done. Better communication means a better experience and better outcomes for you and your clients. Real-time insight into the status of client action items with a shared to-list Save time with automated messaging across email, text, and push notifications. Prioritize your day with an advisor dashboard......

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• North America

Be empowered to communicate when, where and how your customers prefer. Kofax Customer Communications Manager™ enables you to create relevant, accurate, and highly personalized content, delivered in both paged (e.g. print or PDF) and non-paged formats (e.g. email, HTML, and XML). Ideal for any outbound communications, such as contracts, proposals, insurance and......

Ledgex IRM incorporates marketing efforts and sales pipeline management, delivering key features including opportunity management and scoring, contact management and mass mailing distribution. Uniquely, these capabilities are all integrated with the Portfolio Management, Manager Research, CRM and Document Management modules delivering a centralized and complete view of all information. Ledgex IRM......

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• North America

What is LiveDocs® Technology? Presentations go stale. Documents become outdated. Logos get refreshed. LiveDocs® are documents that are always up to date and relevant. LiveDocs ensure that: PowerPoint decks, Excel spreadsheets, and Word documents are automatically filled with the latest facts and figures. Customer decks display the most recent purchase orders. Financial spreadsheets are......

Ensuring that confidential information is delivered securely to the right recipients is paramount across the financial services sector. As part of a regulated sector, financial services businesses understand that they have a duty of care that extends beyond pure legal and compliance requirements to secure their own and clients' information. Mailock creates......

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• Western Europe

Unparalleled transparency The only platform that gives you complete transparency over every financial and non-financial asset – your entire net worth in real time. Sophisticated tracking of real estate, art and other collectibles, vehicles, alternative investments and intellectual property. Intelligent reporting Patented technology automatically consolidates and reconciles accounts, transactions and cash daily; institutional-quality......

relevant regions

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

Turn compliance into opportunity by using every document as a chance to enhance your customer’s experience and build a better relationship. Mediant’s robust software suite provides banks and brokers with powerful applications via a single, secure platform. Our solutions keep operations managers in control of their client communications and regulatory compliance. End-to-end management for streamlined......

relevant regions

• North America

Powered by cutting-edge technology, our proxy solutions incorporate cost-effective, customized campaigns focusing on controls, compliance, risk management, and service, while maximizing voter participation. Experienced proxy campaign management from broker search and distribution to proxy mailing monitoring and key account vote status Information-rich mail tracking and reporting to enhance the effectiveness of your proxy mailing......

relevant regions

• North America

In today’s competitive world of wealth management, enhancing the customer experience, relationship building, and superior service are at the core of attracting new clients and retaining talented financial advisors. Advisors need access to modern, secure technology that empowers them to better engage with their clients and offer the best client......

relevant regions

• North America

Fax over IP MessagePlus/Open includes a mature, reliable and powerful implementation of Fax over IP. As this is a pure software solution, there is no need for fax boards reducing cost and allowing the implementation of the complete system in virtualized environments. The solution has been tested for interoperability with equipment......

Traditional communication methods like phone, fax and email do not meet the security and reliability requirements of the investment management industry; they are often time consuming, risky and error-prone. Common issues include: Confidentiality and privacy of data Email delivery errors Inaccurate information Guaranteed delivery and non-repudiation Who said what and when? Lost or illegible faxes The solution messageserv was developed in association with the industry and......

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• North America

The challenge At the beginning of 2019, the first MiFID II Ex-Post Costs & Charges report is expected to be sent to clients. This report must be provided on a personalized basis, at least once a year, and should consider all costs and charges involved across the supply chain. Some of the data challenges......

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• Western Europe

Deliver insight built on account aggregation We aggregate raw data from over 15,000 sources. Because we are agnostic to formats, we choose the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows. Data curation We standardize aggregated data into......

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• North America

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

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• North America

We are a Saas company focused on providing banks with a UX driven infrastructure to service private banking and single family office clients. Your Entire Family Office Universe Managed on One Fintech Platform Consolidated Reporting Guided and Digitized Facilitation & Governance Family Office Information Repository MyFO™ Data Insights  ...

relevant regions

• North America

MyRepChat: a world class text messaging platform that allows individuals to use text messaging to chat with their clients and remain in compliance where documentation is needed for regulation. All the features you need & more Text & group messaging Birthdays, anniversaries, events, appointments, and more! Clients will never have to download an app......

relevant regions

• North America

Calculate forecasts from regular contributions and single contributions. You can use pre-set sector templates and your own investment portfolios to produce clear reports which can be used as evidence for recommendations. Include new personal and/or employer single and/or regular pension contributions, giving you a like-for-like comparison across the market. Instant due diligence......

relevant regions

• Western Europe

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

Capture 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......

Mobile messaging is the fastest growing and most dominant digital vehicle ever with 2.5 billion people in the world on messaging apps today. A recent study from the US suggests that up to 1/2 of the financial industry’s employees are using mobile messaging outside of firms’ secure environments. novastone for finance is the next generation instant messaging......

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• Asia
• North America
• Western Europe

OpenExchange is a global video solution that offers live, broad video interoperability, supported by seasoned meeting specialists, to provide virtual experiences that actually work. Purposefully designed for the finance industry, over 2,400 sell side, buy side, and corporate issuers arrange live, direct and multipoint video meetings to deliver valuable investment content......

relevant regions

• North America

OE Stream is the world’s most powerful and flexible solution for creating, organizing, distributing, and tracking live and on-demand video and multimedia content. OE Stream starts with our own Knovio smart media platform (link), the enterprise-grade video system used by more than 400,000 registered users in more than 150 countries on six continents. ......

relevant regions

• North America

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

relevant regions

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

OMNIEngage is a tool designed to aid financial advisors in sales, allowing quick demonstration of the value of your advice based on a clients selections. Engage current and prospective clients visually with in-depth charts and analysis, based around your products and solutions, and collect their information to follow-up. We have templates available for......

relevant regions

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

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

relevant regions

• Asia
• North America
• Oceania

With the growth of digital channels, the importance of more timely communication with customers becomes increasingly important. OneNotify provides a flexible notification system which allows messages to be sent to customers based on events which occur in their core transaction processing systems. Notification messages can be flexibly defined and can......

relevant regions

• Asia
• North America
• Oceania

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

relevant regions

• Oceania

Being able to communicate effectively with a global, dispersed workforce and both internal and external collaborators is vital for a modern business. StarLeaf allows you to create persistent virtual meeting rooms or run scheduled web conferences that can be joined by up to fifty remote attendees, regardless of device or......

relevant regions

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

A clear mission: Nudge our users to manage their money maximizing their financial health. What we do We build online tools to help financial institutions prepare and drive individuals to better financial habits. SaaS/integrated tools for your institution We offer white-label modular web/native apps and content, taylored to the needs of your institution, employees......

relevant regions

• Western Europe

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

• North America

The more information you obtain, the better-informed decisions you make. Paragon RM & Analysis is a solution specifically designed for the buy-side sector, that can help you incorporate risk analysis into your performance reporting, and be able to provide a comprehensive view of investments. Key features: Investment technology for multi-asset class......

relevant regions

• North America
• Western Europe

With proprietary AI investment algorithms, advanced user design and functionality, and client engagement tools, Pascal changes the game delivering the innovation investment managers need to effectively scale their operations, exceed the expectations of 21st century investors and grow their businesses in a time of digital disruption for the financial services......

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• North America

Provides analysis on the consolidation of multiple defined contribution pension schemes, giving you a like-for-like comparison across the market. Includes critical yields and reduction in yield. Compares existing fund performance vs new investment performance pulled through from Morningstar. Includes regular premiums, existing investments for any further discounts and bespoke terms for specific products. Calculates......

relevant regions

• Western Europe

Designed for wealth managers and advisors, PerformanceIQ allows you to create customizable reports for every client. With complete confidence in your data, you can communicate faster and win more business. To help you get the best out of PerformanceIQ, please refer to our training materials below.  ...

relevant regions

• Asia
• North America
• Western Europe

Pacific Fund Systems is a leading supplier of global fund administration software for alternative and traditional funds. Our range of software solutions automate and simplify the work processes of fund administrators and investment managers by replacing multiple legacy systems with PFS-PAXUS, a fully-integrated, functionally rich, sophisticated solution that has PFS-CONNECT web access built into its......

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

relevant regions

• North America

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

• North America

Asset allocation.  Evaluate a custom allocation or analyze an existing portfolio of stocks, ETFs and funds. Kwanti compiles an accurate asset allocation of your portfolios, presented in a set of interactive tables and charts. Performance analysis.  Obtain immediate portfolio backtest results through multiple views emphasizing risk vs. return trade-offs. Supports portfolios of stocks,......

Communicating crucial investment information in an intuitive, easy-to-understand format can help you both connect with your clients and improve your business operations. With our wide range of dynamic reporting capabilities, Schwab Performance Technologies® (SPT) enables you to deliver reliable data in an efficient and effective way with customized reports that......

relevant regions

• North America

Whether you're a sophisticated investor or a trusted wealth advisor, you know that to be empowered you must have accurate, timely, comprehensive, and personalized reporting. But in today's world of investing, sophisticated investments include much more than stocks and bonds. Complex wealth is derived from an array of investment instruments......

Automated protocolling of conversations with customers saves up to 50% banking advisors' time required to update CRM records, at the same time improving the completeness and quality of bank's CRM data....

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• Western Europe

The platform is accessible, irrespective of space and time. It has many different APIs to collect and consolidate data. Our connections to banks, custodians and accounting systems offer you an automatically synchronization of your data. To ensure that your data is safe, it is encrypted and stored in our highly......

relevant regions

• Western Europe

Thanks to super-brands like Apple, Google, and Amazon, consumer expectations are higher than ever before. Today’s customers demand personalized, relevant communications that are available in real-time and accessible through the channel of their choice. But for highly regulated industries such as insurance and financial services, digital transformation presents a number of......

Accurate performance reporting is an integral part of the wealth management business and is an expectation of your clients. Our enterprise Quarterly Performance Reporting solution provides access to a comprehensive performance reporting package that covers performance, asset allocation, holdings analysis, transactions, benchmarking and more. This value-added service enables your firm......

Our single, global chat app enables participants in any location to engage in branded, professional conversations with their companies whilst meeting the most stringent security and regulatory requirements. Simply swipe between each company's brand space and chat. It's that simple. For mobile and web Qwil Messenger has been designed to work seamlessly......

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• Western Europe

Reporting As A Service (RAAS) can bring your clients' investment stories to life by translating complex performance data into a clear and comprehensible vision using a fun, innovative, customizable, and user-friendly reporting tool. 4 steps to compelling client reports Create your look Custom branding options allow you to take control of the look......

relevant regions

• North America

A time-saving tool which: Provides rapid reviews for individual and multiple clients, multiple investments and group pension arrangements. Allows users to add Bespoke Funds, with any performance data; ideal for those working with restricted investment portfolios. Includes daily data updates containing historic performance information going back 10 years. Allows users to customise the review......

relevant regions

• Western Europe

Semantic interpretation, speech analytics, sentiment analysis, and emotion detection are adding specific types of information to verbal exchanges with customers, which can help improve customer retention as well as increase sales based on the analysis of customer service in real time and on archived calls....

relevant regions

• Western Europe

Redtail CRM is cost-effective, easy and tailored to today’s financial pro Unlike other CRM solutions, it’s priced per database, allowing up to 15 users, all for the same low monthly subscription. It’s all about integrations You will see services like Morningstar, Riskalyze, LaserApp, Allbridge and MoneyGuidePro seamlessly within Redtail....

relevant regions

• North America

CRM integration Users of Redtail CRM automatically have their email correspondence dynamically linked to client records. No limits There are no storage limits on mailboxes and no archive restrictions— so you can keep all of your correspondence for as long as you like....

relevant regions

• North America

Image access Using predefined folders in each user’s isolated storage, we offer full access to archived images. Image retention policy Providing a zero-loss, no-time-limit retention policy to guarantee the complete retention of images, regardless of time....

relevant regions

• North America

A smarter way to chat Speak, Redtail’s collaborative communication platform for advisors and staff, provides advisory offices with a baked-in chat solution that is archived, searchable, and tied to contact records where applicable—without leaving Redtail. Attachment-ready Send and receive attachments—images, Office files, etc. View images inline, with no need to download....

Without any change to existing providers, and minimal integration effort, we can deliver an enhanced suite of elegant, visually compelling and highly-flexible report templates from graphical one-page dashboards to sophisticated multi-currency performance. Our proprietary technology platform offers a complete portfolio accounting system designed with the flexibility to accommodate complex family structures......

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• North America

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

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• North America

Investor Portal Engage with clients the way they want Spend less time on portfolio updates and more on strategy, goals and progress. Give your clients a meaningful way to digitally engage with their wealth management, professionally branded with your logo. Performance Benchmarking Track portfolio performance to client goals, easily Tracking the performance of your client’s......

Croesus advisor enables you to generate individual reports or report groups for clients and relationships. Users can define start and end dates, and set display and calculation preferences. The format and appearance of reports can be customized for your firm....

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......

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• North America

An integrated solution which drives the entire chain of production and distribution of client reporting. Discover the features of Reporting Maestro: Complete automation Data consolidation Data quality control Multichannel distribution Personalised reporting and high-end design ...

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Client & Model Portfolios Track and analyse your portfolios in real time with value added insights. Easily create or upload your clients' and Model Portfolios Get powerful insights on performance, risk and asset allocation Compliant with GIPS, MiFID II and PRIPPs Multidevice distribution (pdf, html, native apps, APIs, etc) Financial planning Present financial simulations to show your......

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• Asia
• Western Europe

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

• North America

Access AdvisoryWorld's powerful and client ready reports quickly and easily through your favorite CRM, portfolio management and financial planning apps. ...

ReportWa is a single tool for your reporting and compliance needs that lets you design pixel perfect reports with data visualization, allowing users to gain useful insights into their data right inside your favourite MS Word and Excel files. In few clicks configure all the processes once and reuse always. Processes......

Our proprietary AI/ML-based “alerting engine” that correlates products being sold, and revenues being generated with the “FSBI” fiduciary, suitability, and best interest regulations. In doing so, we can help you evidence your regulatory requirements....

The operations team of a typical asset management firm with 500 clients may spend up to 6 weeks to complete the client statement process each quarter. The work is not only time consuming, but it is also prone to human error. Now you can easily master the work of organizing, publishing, printing and......

Analytics that create insight, impact and innovation for financial services Scalable Fortuna services is an advanced wealth management solutions accelerator and framework to help financial advisors acquire, retain, and serve wealth management clients better and faster. Our services delivers actionable insights and outcomes about asset performance management, asset strategy, and asset......

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• North America

White labeled solution A white labeled solution you can restyle with your brand colors and logo, and distribute under your name, while we take case of the maintenance and grunt work. You can even use our SDK to integrate our solution as part of your app.  e-Signature Powerful features including e-signature to exchange......

relevant regions

• Western Europe

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......

relevant regions

• North America

Unblu Secure Messenger helps banks to provide the WhatsApp texting experience whilst remaining compliant. Designed to meet the needs of a secure and compliant relationship manager (RM)/ client conversation and collaboration session, it can be easily integrated into mobile native or browser-based applications. Unblu Secure Messenger provides the same kind......

relevant regions

• Eastern Europe
• North America
• Western Europe

Sharesight Pro combines all the information accountants and financial advisors need to manage and report on client investment portfolios. Powerful stock market data aggregation tools save you hours of manual administration, while comprehensive tax and performance reports provide unparalleled insights. End shoebox syndrome Badgering clients for trade confirmations and dividend statements? Staff......

relevant regions

• North America
• Oceania
• Western Europe

As a Swiss FinTech company, we offer digital solutions for investors to have a direct channel of communication with listed companies on a global scale. Listed companies can optimise corporate communication strategies, pro-actively delivering all investor relations content to mobile devices via push notification. Ensuring the markets are accurately informed......

relevant regions

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

SimCorp Coric’s Client Reporting Solution simplifies operations and enables business teams to efficiently and consistently manage the investment reporting process. The solution is a module within the SimCorp Coric platform, leveraging the same consistent data set, tools and processes to manage the generation of client reports and marketing materials, from......

Deepen client discussions with in-depth analysis and reporting that’s driven by one high-quality source of financial data aggregated from over 200 providers....

Empowering compliance BYOD across +100 countries For BYOD customers, SL2 separates personal and work activity on the same smartphone. We deploy a separate, second phone number via the SL2 app. These are called Mobile Business Numbers (MBN) on employee phones to segregate work and personal communication. Voice and text/sms communication can be......

relevant regions

• Western Europe

SmartCOMM helps enterprises deliver personalized, interactive communications via customers' preferred channels—and does so at tremendous scale. Designed for the business user, SmartCOMM helps to simplify and standardize processes leading to improved internal efficiency and increasing ROI. Increase customer satisfaction with communications that are highly-personal, on-brand and contextually relevant, delivered to the channels......

relevant regions

• Asia
• North America
• Western Europe

SolPortfolio consists of different solutions and comprises packaged document-centric approaches aligned to standard document types and best practices. All associated with the banking and insurance industry. SolPortfolio sits on top of DocFamily and/or ComFoundation offering a front-end for the production of standard documents such as PowerPoint presentations, client reports or......

SolPresent is a sophisticated web-based software solution for sales and advisory documents. It gives your organization more time to focus on true customer relationship management by shortening time-to-market with up-to-date presentations created in less than 3 minutes. SolPresent enables control of layout and regulatory guidelines while supporting automatic data integration for......

With SolReport, all client segments finally have a solution to individualize their investment reports. The huge set of reporting widgets enables the client to fulfil all his personal needs. You and your clients can use the solution anytime and anywhere, because it’s mobile and responsive. SolReport enables your client to customize......

Wrap is a specialist service and technology platform for progressive adviser businesses. If you’re looking to deliver sophisticated wealth management solutions for your clients in a scalable, controlled manner, Wrap could be right for you. Market-leading and innovative portfolio management solutions: Professional Portfolio Manager helps you to scale your advisory investment process......

relevant regions

• Western Europe

The StarLeaf app is a simple, secure and reliable application for messaging, meetings and calling. It works from anywhere, on any device, so your employees can collaborate, share and discuss as easily on the move as at work, and it is completely interoperable with other third party video calling devices. The......

relevant regions

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

A client statement is an opportunity for dealers to engage with and deliver valuable information to investors. There are many operational, compliance and communications challenges associated with producing and distributing statements. StatementXPRESS, coupled with eDelivery through WebCONNECT addresses these challenges and enables advisors to use statements as a chance to connect......

StayPrivate ensures safe and secure 2-way communication between businesses and external contacts. Our plug-and-play solution is compatible with all email accounts, making it incredibly easy to encrypt emails and share files securely With click-and-PIN access, TLS connections, AES-256 encryption and multi-factor authentication, StayPrivate enables companies of any size to send and receive......

StockOpter.com will provide you with information and decision alerts to help you maximize the value of your equity compensation. Here are the 5 things you need to know about your employer stock & options that are included in StockOpter.com: 1. Your Insight Ratios: a metric that helps determine the optimal time to exercise. 2.......

relevant regions

• North America

StockOpter Pro is an Excel based application for equity compensation tax planning. It enables users to quickly model employee stock option, restricted stock and company share diversification strategies and optimize them for tax/cash-flow efficiency. StockOpter Pro is designed to significantly reduce the time required to illustrate and compare the after-tax effects of various diversification strategies......

relevant regions

• North America

Client reporting batches for quick and easy distribution Custom web forms to empower users and drive reporting efficiencies Manager, Advisor, Investor & Administrative Views Advanced charting, graphics, and dashboards Lightning fast results delivered by the best in class technology platform Standard and custom developed report packages available Reliable scheduling and distribution engine ...

relevant regions

• North America

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

relevant regions

• North America

Digital investment reporting Rocket above the competition with our digital investment reporting to increase the efficiency of your business and to provide your clients with an experience they truly enjoy! Report interactively and engage your clients. Interactively present and explain your investment report. Discuss the short-term performance while keeping an eye on the long-run.......

relevant regions

• Western Europe

In a complex tax landscape, TaxIntell combines disparate data sources to streamline the preparation, analysis, review, and submission of your client’s tax reporting needs. It has the ability to drill down to source data and provide a new level of transparency and audibility. This enables active monitoring and reporting of......

relevant regions

• North America
• Oceania

Portfolio builder At the heart of our investment technology is a unique tool which streamlines the process of recommending and managing client portfolios. User centred tools Designed with users in mind our technology delivers the tools for a great client service, at your fingertips. Our engaging design and straightforward navigation makes this simple for......

relevant regions

• Western Europe

Family offices and institutionally-sized allocators lack access to technological solutions that flexibly and efficiently solve their needs. The existing software and tools currently available are inadequate because: -     They are too specialised or expensive to meet their operational requirements -     They have complex data management and upload processes -     They are unable to handle private equity......

We have leveraged our industry experience to create a purpose-built solution to make the complex simple. Bolstered by a technical architecture with streamlined processes, automation at its core and integrated logic within the coding for administration, TIARA is the total solution for all tax reporting needs....

relevant regions

• Western Europe

Increase sales with targeted marketing programs and multiple communication methods. 360 degree view of your client including all investment, life insurance and banking products. Engage your clients online through an integrated consumer portal called TicoonTouch. Position you as your clients primary source of financial information.  Keep up with compliance. Communicate in a secure manner and to ensure that you......

relevant regions

• North America

Advanced financial risk tolerance assessment Unlike traditional risk tolerance assessment tools which focus primarily on the client's willingness to accept risk, Tolerisk measures the client’s willingness and their ability to take investment risk, by incorporating their cash-flows. All factors are combined into a simple, measurable, and actionable risk directive. Problems with typical risk......

relevant regions

• North America

Delivering a personalised digital experience across the client journey by allowing your clients to securely access their information anywhere, anytime, on any device TrustQuay Portal is our latest product that seamlessly connects clients with front-office and back-office processes alike bringing efficiency and service benefits across the board....

relevant regions

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

Advisers: Protect your business, protect your clients As part of a regulated sector, Financial Services businesses understand that they have a duty of care that extends beyond legal and compliance requirements to secure their clients' information.  Client confidentiality is critical and Unipass Mailock is focused on your business and clients’ needs, combining......

relevant regions

• Western Europe

No more need for a time consuming and costly monolithic portal solutions nor for cumbersome technical migrations. The innovative U-Safe suite allows you to tie all your web applications together into one homogeneous portal, leaving your with a very agile solution and a short time to market. The built-in U-Safe Identity......

relevant regions

• Western Europe

Your clients seek strategic advice and solutions for their overall financial goals. With Vantage, you can view a comprehensive picture of each client’s wealth position so that you can evaluate their situation and craft a long-term plan. Become the trusted advisor to your clients by providing comprehensive financial information on all......

Velocity for Business is the enterprise arm of Velocity Black, the world’s leading digital concierge. Our customers include the LA Chargers, luxury automotive manufacturers, banks, luxury e-tailers and many more. Our service is available 24/7/365, with a guaranteed 1 minute response time. We employ the world’s leading experts across dining, travel,......

relevant regions

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

Compliance Visible Capital’s platform allows you to demonstrate compliance for current and evolving regulatory requirements. Speed of processing Customer fact-find process is 100% automated. Improved customer engagement Visible Capital’s digital wealth assessment reports open up new conversations with clients. Cost savings Save up to 30 hours of paperwork and customer contact. Accuracy and insights Rich transactional data reports......

relevant regions

• Western Europe

Design, send, and analyse email marketing campaigns Professionally designed templates with a user friendly drag-and-drop editor Automate your customer journey Turbo charge your lead generation by setting up email nurturing campaigns designed to convert leads into paying customers. Create workflows of automated, personalised emails. Easily build, manage, and segment your customer database Easily create forms......

Recursive Labs’ visual engagement platform offers a suite of tools that enable business agents to remotely engage with a customer as though they are in the same room. By viewing and engaging with a customer’s screen, business agents can resolve customer needs, sell products or services, or guide a customer......

Our digital client portal is a unique way for you to reinforce your relationship with your client and provide them with access and control they require. Branded to match your corporate image, every time your clients log on they are reminded of the quality of the services you provide. VOLe......

Marketing automation Automation is the beating heart of Vuture’s business-simplifying technology that helps marketers create, manage, execute and report on their cross-channel campaigns. Email marketing Deliver the right email to the right person at the right time, every time. Regardless of volume, our email deployment speeds rank among the industry's best to deliver......

relevant regions

• North America
• Western Europe

Client Experience Deliver a custom-branded mobile app and client portal to your clients and prospects so you can succeed in the new wealth management era. Our technology can help you stay compliant for DOL rule changes and provide an enhanced client experience built on leading-edge technology solutions. Plus, our team is......

Wealth management & investment advice for RMs The Wealth and Advisory App for frontliners has been designed to support the effective handling of single instruments and individualized asset allocations to retail, affluent and HNWI customers. Target audience Client-facing interactions of relationship managers, advisors, agents for wealth and asset management Key features Goal-based investment and risk......

relevant regions

• Asia
• Middle East
• Western Europe

Main advantages Automated notification sending based on robo-advisory principals (such as warnings or alerts generated by client portfolio changes) Personalized messages meeting any type of criteria, such as upcoming maturity dates, profit and loss thresholds or birthdays Fully featured chat messaging system for real-time engagement Time-saving features such as sending mass chat or mass......

relevant regions

• Eastern Europe
• Western Europe

Intuitive reporting Gain access to a variety of easy to digest, illustrative reporting dashboards Holistic approach Firms and their clients benefit when they better understand all of the pieces that make up a financial landscape Unique perspective Tap into the power of collective data via our benchmarking tool that anonymously compares your clients data against......

relevant regions

• North America

Performance reporting Daily TWR precision / end-of-day vs. beginning-of-day flow assumptions In many portfolio accounting systems, all flows are considered to occur at beginning-of-day which can result in performance errors, especially with mutual funds. For example, if an advisor receives a $10 dividend on a $100 mutual fund holding but happens to......

relevant regions

• North America

The WeAdvise client portal provides your customer with a comprehensive portfolio view for multiple custodians. It is customizable and white-label-ready. A digital post box enables direct communication as well as automation of quarterly reports and regulatory loss reports. Our client portal is tablet and smartphone ready....

relevant regions

• Western Europe

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

relevant regions

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

Worksorted is an intuitive, easy to use CRM, workflow and revenue system made for financial advisers. It incorporates document management, Fee Disclosure Statements (FDS) and Opt In. CRM Learn how our custom made CRM tailored to financial advisers can create more efficient and productive practices for your practice with flexible task management,......

relevant regions

• Oceania

Zephyr OnDEMAND (ZOD) Sales is an innovative, web-based reporting tool that allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location....

You need to constantly demonstrate your value in today’s competitive marketplace to show you are the investment professional of choice. Powerful web-based tools can help you make sound investment decisions and create compelling client presentations to deliver the advantage you need to build your business. That’s Zephyr - your smartest......

relevant regions

• Asia
• North America
• Western Europe

Transform a potential liability into a relationship and revenue generator.  Reduce data loss & risk Cybercriminals continue to focus where the money is. At Internet speed, customer lifetime value and cross-sell can disappear. Zix can help financial services CISOs reduce risk of data loss, align with the Gramm-Leach-Bliley Act, enhance customer loyalty and......

relevant regions

• North America