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Core Banking
While the role and capabilities of technology in the wealth management sector continues to advance and evolve, there remains a clear need for those solutions that provide the technological foundation such as Core Banking solutions. These represent the stable building blocks on which wealth managers with a banking side to their business can deliver new products and services. Solution providers in this business need area are evolving too, with their breadth and depth making them a great ‘platform’ for many other FinTechs to work with. Our Core Banking business need covers the main core banking solutions and solution providers in the wealth management space.
- Total Solutions42
- Solution Providers30
- Knowledge Resources54
Featured Solutions
Meyrin, Switzerland
OLYMPIC Banking System - Core Banking
OLYMPIC Banking System helps you streamline and digitise complex processes from front to back office, unlocking your institution’s full growth potential. The solution covers for instance payments and remittances, loans and mortgages, savings and deposits as well as all required regulatory requirements....
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
London, United Kingdom
Core Banking Operations
As part of ObjectwayPlatform, Core Banking Operations consists of a complete set of interoperable yet independent modules supporting the full spectrum of services offered today by a modern private bank, covering securities management services, cash & payments, FX & treasury and credits & loans. All supported with straight through processing automation,......
Client type
Relevant Regions
All Solutions
Prague, Czech Republic
Application Management Outsourcing
What do we offer? Assessment of the current situation and a proposal for further steps Stabilization and setup of maintenance and development procedures to fulfil your needs and expectations Complete outsourcing and adoption of the maintenance and development of a system ...
relevant regions
Zurich, Switzerland
ASP - Banking Solutions
These modular solutions can be added and expanded dynamically according to the client bank’s needs. We constantly update the solution to reflect the latest technical and market requirements and take care of managing these highly complex IT systems. The constant wave of change through the banking sector in general and private......
Zurich, Switzerland
Avaloq Banking Suite
Delivered as SaaS or for on-premises deployment, Avaloq offers a fully digital front-to-back platform that consists of a complete set of integrated end-to-end software modules that address the broadest set of banking needs from payments to complex structured products. Using a single unified data model across the platform, ensuring data consistency......
relevant regions
Immenstaad, Germany
Avaloq Core Banking System Integration
Avaloq Standard Adapter Compliance Solutions for Avaloq Core Banking System Avaloq is a global leader in banking software, services and digital technology. And now, thanks to the partnership between Avaloq and ACTICO, Avaloq’s clients can benefit from using the compliance offering as a standardized solution to combat money laundering and financial crime. Why......
relevant regions
Zurich, Switzerland
Banking-as-a-Service (BaaS)
The benefits of utilizing BaaS: Boost sales and volumes: Reach an additional client base and reduce client acquisition costs. Lower average costs: Utilize excess capacity efficiently and reduce costs through volume growth. Grow profits: Achieve 3x higher Return on Equity (ROE) and increase profit channels. Embed into context-relevant user journeys With additiv’s DFS® platform, financial......
relevant regions
Geneva, Switzerland
Banking Platform
So whether you’re a private bank, an institutional investor or a family office, you can take advantage of IT and banking services two centuries in the making, yet tailored to your needs. We designed G2, our banking platform, because we wanted a solution we could rely on. Today, G2 is trusted......
relevant regions
Ashburn, VA, United States
Celeriti™: Enterprise Banking & Lending Software
Celeriti is DXC's end-to-end suite of SOA-based enterprise software for banking, cards, payments and lending. Celeriti gives financial services organizations of all sizes the latest technology at a lower cost of ownership. With Celeriti you can gain speed and certainty, and: Expand delivery channel capabilities Ensure a seamless customer experience Achieve a flexible, easy-to-integrate......
Teaneck, NJ, United States
Cognizant Core Platform Modernization
Modernizing core operating platforms is a critical first step in digital transformation. Your organization gains improved decision support for the front office as well as functions such as credit, compliance and risk. Improve straight through processing (STP) rates and operational efficiencies. Most important, the streamlined, enriched data supply chain becomes......
relevant regions
London, United Kingdom
Core Banking Platform
One SaaS platform with the broadest range of financial products available on the market Our award-winning software covers all origination and lifetime servicing requirements for the widest selection of financial products including: Mortgages Residential, B2L, Company Equity Release Lifetime lending, retirement interest only Specialist Lending Commercial Real Estate, Bridging Lending Savings Savings, Deposits accounts, ISA, Junior ISA The platform is a......
relevant regions
Singapore, Singapore
Prague, Czech Republic
Custom Software Development
What we offer? Complete delivery of systems, from the business analysis to operation System design according to customer needs and limitations Complete teams of analysts, developers, or testers ...
relevant regions
Miami, FL, United States
Cyberbank Core
IT systems and infrastructure at many banks have not kept pace with the rapid and dramatic transformation within the industry. Legacy systems struggle to meet the demands of new services and features that banks need to add. The result can be inefficiency, slow service and customer dissatisfaction, operational risk, and......
relevant regions
Miami, FL, United States
Cyberbank Digital
The Cyberbank platform delivers customized, multisegment financial services to any device, offering a positive and consistent user experience. The platform allows banks to set up and tweak the customer journey depending on the maturity of their processes and their differentiation strategy. The platform offers solutions for every business segment, through......
relevant regions
Ashburn, VA, United States
DXC Digital Model Bank
To survive in a hypercompetitive marketplace and provide customers a modern digital experience, community and regional banks need to digitalize their platforms and transform their operations. DXC Technology has partnered with SAP and Axxiome to create DXC Digital Model Bank, an end-to-end banking and financial platform that gives banks the......
Santa Clara, CA, United States
Financial Industry Security Solution
Banking data effectiveness Banking processes are complex, with sophisticated data models, event ontology, and schemas. The ability to consistently apply risk models across all data improves the effectiveness of a secure bank. The CyberRes Data Platform provides one of the most sophisticated, flexible, and scalable data platforms, enabling financial services to......
relevant regions
Lenzburg, Switzerland
Finnova Expert Suite
The modular structure of the Finnova Expert Suite covers all modules, from payment transactions, financing, investment and portfolio management to client and advisory modules. Accordingly, the master data storage is located in this central suite of the Finnova Banking Software. Here, for example, the client master, card administration, interest rates,......
Athens, Greece
Finuevo Core
Finuevo Core is the API-driven, cloud-enabled and versatile core banking platform of the new era, empowering bank officers to interact through a modern and easy-to-use interface. It can be easily packaged and installed, covering the full spectrum of banking operations, offering 24/7 online access, omnichannel capabilities and rich functionality, always......
relevant regions
Athens, Greece
Finuevo Digital
Finuevo Digital is the mobile-first, Cloud-native digital banking platform that helps banks and financial institutions of any size to achieve digital resilience, by offering rich functionality and automated client onboarding. It is a pioneering digital banking platform that offers a modern banking experience to end-users across channels....
relevant regions
Zurich, Switzerland
Global Custody Services
Accounts Omnibus or segregated multi-currency Trading Account Segregated Nominee Trading Account Proprietary Trading Account Professional Trading Account with PoA Real-time access to the global markets from one single account Direct access to Trading Desk: phone, Eikon or Bloomberg chat for execution STP process (Swift Integrated) Large experience with institutions worldwide (Banks & Brokers) Asset Manager Tool Multi-currency, multi-asset and multi-portfolio......
relevant regions
Nassau, Bahamas
IPBS/Banking
IPBS/Banking enables operational functionality to manage the traditional banking functions of a private bank. Designed around a multi-currency general ledger accounting system it provides complete integration of traditional sub ledger account management within the general ledger. Banking transactions are processed in real time and supply updated accounting records across the......
New Jersey, United States
lending services
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New York, NY, United States
Nucleus API
Authentication Set single and multi-factor auth and client permissions. Onboarding and KYC Encrypted client onboarding, plus KYC/AML integrations. Accounts Create and manage client accounts & held away accounts. Portfolio management Manage securities, investment models, portfolios and goals. Performance Run robust risk and performance reporting on any entity. Orders Create and track single and bulk orders for trade execution. Questionnaires Configure decision trees and......
relevant regions
Amsterdam, Netherlands
Ohpen
Legacy out. Agility in. It is the only way forward for the financial industry and the driving principle behind Ohpen: a ruthlessly effective, cloud-based core banking engine. Built by former bankers to administer retail investment and savings accounts, Ohpen liberates banks from their legacy systems and processes. 100% reliable, 100% adaptable,......
Meyrin, Switzerland
OLYMPIC Banking System - Advisory
The OLYMPIC Banking System empowers advisors to innovate and consolidate their unique approach to client services, using cutting-edge technology that complies with local and international investor protection regulations. Advisors offer investment proposals suited to their clients’ specific objectives, which can then be adapted over time. Seamless workflows enable smooth interactions......
relevant regions
Meyrin, Switzerland
OLYMPIC Banking System - Custody services
OLYMPIC Banking System offers fully integrated and automated functionality to manage custody and depositary services as part of the investment management value chain, including the safekeeping, processing and settlement of securities. Custodian and depositary banks are having to adapt to major shifts in the market, including continuous consolidations through mergers and......
relevant regions
Meyrin, Switzerland
OLYMPIC Banking System - Customer Engagement
Technology is instrumental in achieving this transformation and providing services that deliver convenience and simplify daily banking activities. Moreover, capturing behavioural insights will enable banks to create seamless and user-friendly digital services customised to their clients’ needs. Managing CRM and on-boarding processes can be extremely time-consuming, and often results in......
relevant regions
Meyrin, Switzerland
OLYMPIC Banking System - Digital Banking
OLYMPIC Banking System’s Digital Banking portal can be used to manage financial operations on the move, helping your customers make well-informed decisions. It is aimed at the bank’s customers as well as external users such as EAMs (external asset managers), and was built with remote access in mind. The portal......
relevant regions
Meyrin, Switzerland
OLYMPIC Banking System - Fund Administration
With growing investor appetites for sustainable finance and alternative investments, the investment fund industry is being pushed to streamline its processes and increase innovation within ever-decreasing timescales. OLYMPIC Banking System provides the flexibility, scalability and connectivity to enable institutions to streamline servicing processes for greater customer satisfaction while minimising operating......
relevant regions
Meyrin, Switzerland
OLYMPIC Banking System - Order Management
Institutions face significant challenges in being able to optimise order management processing and control costs. Ensuring compliance with ever-changing regulations remains a costly and time-consuming process, especially when trying to manage it across disparate systems. Data accuracy is another key area of risk. Pre- and post-trade checks can be performed......
relevant regions
Meyrin, Switzerland
OLYMPIC Banking System - Portfolio Management
Private wealth managers have seen their profession deeply impacted by market volatility, continuous regulatory constraints and increased pressure on costs and fees. The way that individuals approach wealth management has greatly evolved, and institutions need to take into account their clients’ expectations for a holistic approach to managing their wealth......
relevant regions
London, United Kingdom
Paragon
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
Las Vegas, NV, United States
PrimePay
PrimePay digital payment services for: ACH Credit & debit cards Fed-wire Swift Checks 165 currencies instantly converted to USD (debit cards) Instant settlement solutions Optimized fraud prevention Industry-best transaction approval & conversion rates Quick & easy integrations with full global coverage Prime Trust creates financial infrastructure solutions for the digital economy Payments Compliance Escrow Digital assets Custody APIs Secure high speed on-ramps for account loading Fully integrated payment processing Lowest......
relevant regions
Las Vegas, NV, United States
PrimeTrust Escrow
Why Prime Trust? We are the industry’s leading provider of escrow services for technology-driven securities offerings. Prime Trust is a "bank" under SEC Rule 15c2-4 and a "Qualified Third Party" under Reg CF. Our systems process and account for every dollar, while protecting issuers, investors and other involved in a capital raise.......
relevant regions
London, United Kingdom
SaaScada Cloud Native Core Banking Platform
Our core banking engine was born in the cloud. SaaScada uses cloud-native software architecture and infrastructure to deliver: A flexible yet highly scalable ledger system. A refreshingly simple product management approach and plug and play integration framework...
relevant regions
Zug, Switzerland
SOLITX
Why Solitx Have one core for all your products Planning on launching a new product? We've got you covered. Speed up your go-to-market and enjoy absolute flexibility with SOLITX. It covers every financial product: from saving accounts, loans, mortgages to swaps and even more complex instruments. Do more with your core Core banking should cover bankers......
relevant regions
Paris, France
Sopra Banking Platform
Sopra Banking Platform can provide in-depth, end-to-end coverage for your entire financial business or can meet needs of certain business segments on a modular basis. Whether you are looking for a quicker way to launch products, increase margins through superior position keeping or manage large data volumes in the most......
Zurich, Switzerland
Sygnum B2B Banking Services
Segregated wallets Store your clients’ digital assets with institutional-grade trust in segregated wallets, off balance sheet. One-stop-shop Modular access to Sygnum’s entire suite of banking services is available through one entry point, including accounts, payments & custody, brokerage, tokenization, lending and asset management. Automated integration Through a seamless integration setup, Sygnum empowers established financial institutions......
relevant regions
Vienna, Austria
TAMBAS+
The complete banking solution TAMBAS+ is a tried-and-tested powerful core banking system with solution modules for customer, account and portfolio management, treasury services, payments and transfers, general ledger, accounting, controlling, and securities. Fully integrated third-party solutions are used for specific tasks, such as reporting and prevention of money laundering. Functional platform With a......
Krumpendorf, Austria
UNiQUARE BRANCH
The solution is able to fully reflect the bank organization with complex branch and partner networks and streamline relevant business processes. It achieves high efficiency in the settlement of the classic business of a financial institution (transactions, cash, cashless, accounts, safes, cards, etc.). UNiQUARE BRANCH also uses the universally applicable omnichannel......
relevant regions
London, United Kingdom
Vault
Vault is built using an API micro service architecture. Each service represents a key function in the bank, deployed in containers through Kubernetes orchestration. This allows Vault to be deployed properly in the cloud, and take advantage of all the benefits of scalability, security and resilience. Only a move to truly......
relevant regions
Knowledge Resources
Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.
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