An AI-powered assistant built specifically for Financial Advisers. It sits with you on every client call extracting the relevant information needed to automate low value admin so you have more time to do what you do best: getting great financial outcomes for you clients....

Client type

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

Relevant Regions

• North America
• Western Europe

Portfolio management system adapted to your reality To stand out, wealth management professionals need reliable, performing and secured technologies that are adapted to their needs. Croesus Xpert portfolio management system offers a variety of powerful tools and modules that help professionals increase their productivity and provide unparalleled service to their clients.......

Client type

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

Relevant Regions

• North America
• Western Europe

As part of ObjectwayPlatform, the Alternative Fund Administration process is where Alternative Investments meets administrative, operational and regulatory requirements in the alternative fund management such as real estate funds, private equity and hedge funds with a unique, flexible and user-friendly solution, in line with regulatory requirements. The platform offers functional coverage......

Client type

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

Relevant Regions

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

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

Better Reporting. Better Relationships. Illustrate important concepts: A wide variety of turnkey and custom reports to cover everything you might need to present an accurate, single view of client portfolio information. Easy-to-use dashboard: Instant access to household, account and security level performance information on demand, for any time period. Most importantly, if......

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......

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

The first white-label impact investment app with fully automated single-instrument discretionary portfolio management tailored to client sustainability preferences. Harnessing industry-leading quantitative methods and our award-winning portfolio optimizer, this scalable solution delivers cost efficiency, compliant ESG integration, and new growth opportunities for banks and wealth managers by bridging the gap between......

relevant regions

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

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......

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......

CGiX is a capital gains calculation and investment tax management product, used by financial institutions to provide high-quality tax planning and reporting to their customers. It automates the calculation, tracking, reporting and modelling of the chargeable gains and allowable losses upon investment portfolios....

relevant regions

• Western Europe

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

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

The tax reporting solution "Client Tax Reporting" is the only solution on the market that is fully integrated into the Avaloq core banking platform. Thanks to its integration with Avaloq, the Client Tax Reporting solution is unique in terms of usability, quality, features and audit trail. Confinale's close cooperation with PwC enables......

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

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

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......

Long-term relationships thanks to personalized banking Contovista's Personal Finance Manager (PFM) is the digital financial assistant that can be easily and seamlessly integrated into any digital banking solution. Thanks to artificial intelligence, the transaction data is analyzed and enriched. On this basis, the PFM provides your customers with helpful insights and......

relevant regions

• Western Europe

Holistic Wealth Management/Advisory business model is one where Advisers serve customers taking into account their entire financial and personal circumstances. Here we are talking about reinventing the old high touch business model for the digital age through superior client portal digital experience and automation of many Adviser tasks, such as......

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

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......

Our team of RIA technology experts have delivered highly-customized CRM solutions for financial advisors, reducing 40% of time spent on admin processes and allowing teams to spend more time providing personalized services for their clients....

relevant regions

• North America

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......

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,......

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......

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,......

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......

relevant regions

• 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......

relevant regions

• 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......

relevant regions

• 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,......

relevant regions

• North America

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......

relevant regions

• 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......

relevant regions

• Western Europe

Our unique team has extensive AI and Large Language model expertise to help design customised, secure and accurate financial data models to meet your financial document processing requirements, such as sentiment analysis, content summary, extraction and translation....

relevant regions

• Asia
• 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......

relevant regions

• Asia
• Middle East
• North America
• Oceania
• 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......

relevant regions

• 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,......

relevant regions

• 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......

relevant regions

• 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......

relevant regions

• 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......

relevant regions

• Western Europe

GReminders helps financial firms increase their revenue and improve office productivity by offering the most sophisticated scheduling platform available to the financial services industry. Built for financial advisors, GReminders offers a complete scheduling solution. Schedule individual, group (seminars or webinars) or team meetings. Robust routing forms ensure qualified prospects schedule with the......

relevant regions

• North America
• Western Europe

Designed to handle complex data from multiple sources, Imago Automation excels in computational activities, reporting, digitising, and analysis. Whether it's generating annual pension statements or aggregating multiple data files, our system automates these processes to save you time and resources. Define your rules and map your data sources to enable......

relevant regions

• Western Europe

Imago Illustrations stands at the forefront of the illustrations market, offering an unrivalled solution, tailored specifically for wealth managers, platforms, and providers. Imago Illustrations is not just configurable and powerful; it’s also highly scalable and offers a variety of integration options from a standalone application to a 'black box' illustrations......

relevant regions

• Western Europe

Built using our award winning Integro CX framework and crafted to work flawlessly with both Imago products and other front office and third-party systems, Imago Portal unifies your information to elevate user engagement and experiences. This component-based portal features built-in secure messaging, content management, data validation, and business rules configuration,......

relevant regions

• Western Europe

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......

relevant regions

• 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......

relevant regions

• 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......

relevant regions

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

Reduce the compliance risk of inconsistent data, manual intervention and time spent producing reporting outputs. Automate all your investment reports in one system....

relevant regions

• Africa
• North America
• 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......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Kurtosys makes creating your new investor portal quick and easy. Create interactive investment dashboards, share privileged documents, surface gated insights, and expose your clients to sustainability related data. Integrate your portal into your existing ecosystem of digital tools such as Salesforce and Azure AD....

relevant regions

• Africa
• North America
• Western Europe

The Kurtosys Platform is a full platform-as-a-service for launching and maintaining investment sites. The Digital Experience Manager allows the user to manage their site, domain, set up redirects, manage site compliance and security from one central location with only a few clicks. Our solution combines the specialized regulatory and compliance......

relevant regions

• Africa
• North America
• 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......

relevant regions

• 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......

relevant regions

• Western Europe

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......

relevant regions

• 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......

relevant regions

• 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......

relevant regions

• 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......

relevant regions

• North America
• South America
• Western Europe

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......

relevant regions

• 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......

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......

relevant regions

• North America

We’ve re-thought every aspect of the compliance experience, from reviews to reporting. Our platform is designed to ease the burden that comes with compliance oversight, giving you all the tools you need to efficiently fulfil your compliance obligations....

relevant regions

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

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......

relevant regions

• 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......

relevant regions

• 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......

relevant regions

• 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

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......

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

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

ORF provides clients with access to accurate, trusted and up-to-date data on complex investment vehicles, for timely submission of HMRC tax forms. It  transforms the time-consuming, labour-intensive task of identifying funds, determining tax liabilities and reporting for foreign investments and offshore income gains....

relevant regions

• Western Europe

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

relevant regions

• North America

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

Paragon is a fixed income solution with a strong track-record over two decades serving a diverse range of financial services organizations: from small community or regional banks, credit unions, fixed income broker-dealers, correspondent banks (that provide third-party administration services to banking clients), to several of the top-tier banks in the......

relevant regions

• 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

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

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

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 onboarding, cross-selling, or servicing your customers, accurate and complete address information is critical. PostLocate helps you create more targeted marketing campaigns, reduce mailing costs, and improve customer communications.  Validate and correct addresses. Enrich addresses with geocoding. Keep addresses up-to-date. Capture valid addresses at onboarding. ...

relevant regions

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

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....

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......

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......

relevant regions

• Western Europe

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

RDocs is a comprehensive document security and management solution designed specifically for wealth managers. Whether it’s client reports, investment data, or sensitive financial documents, RDocs ensures that your critical information is secure, compliant, and fully within your control. RDocs empowers you to protect, control, track, or kill access to documents in-the-ether,......

relevant regions

• Asia
• Central America
• Eastern Europe
• North America
• South America
• 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......

relevant regions

• 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......

relevant regions

• 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......

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

relevant regions

• 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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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

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......

A post-execution trade processing system combining matching & confirmation, settlement instruction processing, and failed trade management into a single solution to meet T+1 settlement needs, today.  Salerio is a modular, multi-asset class, settlements solution, deployed as a middle office platform by global investment managers, hedge fund managers, asset owners, sovereign wealth......

relevant regions

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

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......

relevant regions

• 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

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

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......

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

Created for investment managers, outsourcers (asset servicing and securities servicing firms) and custodians, SureVu is intuitive, easy-to-use software designed to automate and improve existing settlement infrastructures, bringing scalability in the face of an ever-increasing regulatory environment. Manage with confidence – mitigate settlement risk that comes with a trail of communications via......

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

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

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

Values-based solutions and impact reporting with a mission to equip advisors with the depth of information needed to answer any client question, beyond abstract scores....

relevant regions

• North America

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

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......

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

Wealthbrain Empowers Wealth Management Companies, Independent Financial Advisors, Family Offices, Wealth Managers and High Net worth Individuals. Unified platform Wealthbrain is a cloud-based platform which provides users with a holistic view of their entire portfolio on a single platform. Secure platform Wealthbrain is ISO 27001 certified for Information Security Management. Connected with custodians Wealthbrain receives......

relevant regions

• Asia
• Middle East
• Western Europe

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

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