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Data Management & Analysis
The importance of data to the business of wealth management is starting to sink in as it is in other areas of business and financial services. The ability to better understand and service clients, provide a more personalised proposition, maintain compliance, identify risk, open up new investment opportunities - the list goes on. A strong Data Management & Analysis capability can deliver a true competitive differentiator to a wealth management business across multiple aspects of their business though, in some areas, it is also becoming table stakes. Our Data Management & Analysis business need includes many forms of solutions and tools that can support the diverse business needs of wealth management firms.
- Total Solutions555
- Solution Providers312
- Knowledge Resources253
Featured Solutions
Baar, Switzerland
Altoo For Private Wealth Owners
The Altoo Wealth Platform has been created from the ground up to alleviate problems and provide you with an intuitive interface to your total wealth. Designed to give you peace of mind that you trust and understand your data so that you can confidently make clear decisions from it. The platform......
Client type
Relevant Regions
Culver City, CA, United States
Docupace Client Onboarding
Opening and maintaining accounts requires filling out a lot of paperwork with a ton of repeated information. It’s a lengthy process, and every error makes it longer. What if you could eliminate errors and delays from your new business workflows? With Docupace, you can shrink processing times from days to minutes.......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Financial Advisors
Relevant Regions
Budapest, Hungary
Wealth Portal
The Wealth Portal is not only an online portal through which clients can check all the information and data of the composition and performance of their investment portfolio, but also a platform for digital communication. The portal is available as a native iOS and Android mobile app or in a......
Client type
Relevant Regions
Zug, Switzerland
Etops Wealth Management Technology
The Etops solution allows you to collect data from a various range of custodians, which can be easily interpreted in various formats using AI-based technology. Our solution performs reliable reconciliation and quality checks overseen by our experienced service team. You profit from aggregated transactions and positions of your portfolios delivered in......
Client type
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
Relevant Regions
Arlington, TX, United States
Data Solutions
Data Solutions First Rate's Data Solutions provides personalized service and tailored solutions to meet your unique data needs. Whether you're interested in utilizing our innovative financial aggregation products, or leveraging expert-driven services, or both, we aim to provide options that align seamlessly with your data objectives. With our comprehensive suite of......
Client type
Relevant Regions
London, United Kingdom
Data Management
Automate the Ingestion, verification, normalisation and reconciliation of data from any source, including: PDFs (prospectuses, factsheets, KIIDs etc.). Spreadsheets. Websites. Data feeds Uses include: Create and maintain golden source data or compare to an existing source. Bulk-verify document content before publishing (e.g. monthly factsheet runs). Enrich data with customised calculations for use in regulatory or client reports. Automate investment......
Client type
Relevant Regions
London, United Kingdom
Investment Advisory
As part of Objectway Platform, Investment Advisory is an 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 optimised......
Client type
Relevant Regions
London, United Kingdom
On-Cloud
Objectway Cloud service delivers the most complete and scalable wealth and asset management platform in the market, supporting over 100 clients with more than one trillion euros of AUM. Objectway Cloud solutions free clients from the need to manage all software, technology and infrastructure issues, enabling time and cost-saving, allowing to focus more......
Client type
Relevant Regions
Soborg, Denmark
Collection Management
A total overview of wealth often includes assets that are regarded less as investments and more characterized by having sentimental value or held due to individual taste. PandaConnect has developed a state-of-the-art collections module handling all types of collective items from works of art and classic cars to wine collections, chattels and......
Client type
Relevant Regions
Soborg, Denmark
Investment Accounting
Investment Accounting covers the back office tasks as well as record keeping and accounting. Within back office we collect and reconcile all data. After data like transactions and holdings has been collected they are unified and made ready for use. The data are primarily collected from your banks and custodians......
Client type
Relevant Regions
London, United Kingdom
eXeer
eXeer acts as an investment managers ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers. Two, it enables users to make intelligence-led decisions by understanding their data, and connects them......
Client type
Relevant Regions
Grenoble, France
Smart Risk Decisions
At Raise Partner, we believe that financial advisors have a central role to play in this regard, by effectively steering their investments and those of their clients towards greener assets. To achieve this goal, however, they still face a number of challenges: increased and not sufficiently precise regulatory requirements, increasingly abundant......
Client type
Relevant Regions
Sydney, NSW, Australia
Connect
Connect offers a simple and affordable solution to organize and protect your data whilst gaining compliance and saving you valuable time. Poor document filing wastes hours that busy financial planning firms just don’t have the time for. Time is money, and inefficient processes lead to substantial human resource costs. Connect lightens......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
All Solutions
Lehi, UT, United States
Account Aggregation
With data aggregation from MX, you stand apart from the competition for three reasons: 1) You enjoy more than 48,000 connections 2) You can reroute broken connections on demand 3) You experience best-in-class speed. Unlike typical aggregators that rely on single source, MX plugs into a wide range of data providers......
London, United Kingdom
Account Aggregation Service
Meniga´s account aggregation services enable banks to provide customers who bank with multiple financial institutions with a consolidated view of their finances. Account aggregation enables banks to better position themselves as the primary financial institution and gradually grow their share of wallet. Meniga´s account aggregation services builds upon our Aggregation Framework......
Pittsburgh, PA, United States
Accudelta
Accudelta is an end-to-end regulatory data management platform that leverages workflow, business rules, and data accessibility functionality to enable your firm to efficiently scale regulatory reporting and data distribution operations. Central store Single solution – Access a high quality, central location to complete all data requests Data consistency & accuracy – Use a single, trusted......
relevant regions
St.Gallen, Switzerland
actesy Platform
actesy ExcelEasy actesy Excel Easy adds an audit trail to Excel, making changes traceable and version/reference comparisons as well as difference analysis possible. actesy ValEasy Automatic testing and validation of processes, data and logics including chain tests across multiple systems and subsequent automatically generated report. actesy Documents actesy Documents enables holistic comparisons of all text......
relevant regions
London, United Kingdom
ADA
Ada is a cutting-edge technology platform born to bring a new face to the world of finance. Ada offers three apps in Ada Research, Ada Portfolios and Ada Advisory to asset managers, wealth managers, pension schemes and multinationals. The platform supports workflows through data, analytics, document management, insights, and portfolio......
relevant regions
Guadalajara, Mexico
ADDIKA Wealth
Global management Handling of assets and liabilities in one place, with multiple structures and owners Real-time Software Get updates on your investments at the correct moment for a smart and well informed decision making Task Organizer and scheduling Automate information, delegate tasks, and set date reminders Multicurrency platform Manage your wealth information in the currency of your......
relevant regions
London, United Kingdom
Adjustment Factors Data
The file covers all corporate actions spanning multiple currencies for the same event. The main benefit of this feed over competitor feeds is that it can be fully automated, allowing the handling of messy cancellations and corporate action changes to happen seamlessly in the background. EDI has recently launched a new......
relevant regions
Washington, DC, United States
Adlumin Platform
Platform Fundamentals Adlumin’s platform is based on three fundamental tenants including cost efficiency, ease-of-use, and simple integration. Using a cloud native, serverless architecture, Adlumin can control the resource-to-performance requirements for customers—a huge cost benefit for customers. Our security analytics platform uses artificial intelligence and machine learning to write its own rules,......
relevant regions
San Jose, CA, United States
Advanced Analytics
Smart insights through data analytics Advanced analytics and data science play a critical role in redefining customer interactions. We help our clients predict customer needs and deliver on expectations. We deliver enhanced profitability and cost optimization through effective data analysis and a three-pronged approach that helps clients preempt black swan events.......
relevant regions
Windsor, CT, United States
Advent Custodial Data
Let’s face it: reconciliation is a pain. Advent Custodial Data saves hours of work and reduces the risk of manual errors in the daily reconciliation process. Every day, it automatically consolidates account-level information from more than 800 custodians and funds for reconciliation, and posts this into your Advent portfolio management and reporting......
relevant regions
Windsor, CT, United States
Advent Custodial Data for non-Advent Systems
Consume account-level data With account-level data available from almost 800 custodians, brokers, and clearing firms, Advent Custodial Data (ACD) helps thousands of firms streamline, accelerate, and improve accuracy in their daily reconciliation process. With all the data available before you arrive at work, you can complete the process with fewer people in less......
relevant regions
Windsor, CT, United States
Advent Data Solutions
The reports you create — and the decisions you make — are only as good as the data they are based on. Advent Data Solutions delivers accurate custodial, corporate actions and benchmark data directly into your portfolio management and trading platforms, how and when you need it. Base your decisions on data you......
relevant regions
Windsor, CT, United States
Advent Index Data
Producing timely and accurate performance reports for clients or prospective clients is an essential activity within investment management firms. Simply describing period-to-period changes in value is only the start: the most compelling reports clearly demonstrate how your portfolio managers’ decisions and results compare to an industry standard index, representing a......
relevant regions
Windsor, CT, United States
Advent Market Data
Advent Market Data (AMD) provides you with a single, cloud-based platform with connectivity to several leading, global market data sources. This allows Advent Portfolio Exchange (APX) to acquire critical data in order to manage your portfolios seamlessly. As a cloud-based solution, AMD delivers these capabilities quickly, helping reduce the overheads associated......
relevant regions
Windsor, CT, United States
Advent Portfolio Data
Advent Portfolio Data extends our ability to deliver the account-level data you depend on for reconciliation and other workflows, with greater access to portfolio data sources, including global custodians and counterparties. Save time gaining access to additional instrument coverage and access automated downloads, whenever data is available. Please note, this does not......
relevant regions
Windsor, CT, United States
Advent TransPort
Many firms need to customize Advent Custodial Data before sending it to their portfolio accounting systems — often a time-consuming and manual process. Now, the solution Advent TransPort is available to ACD subscribers that allows you to automate that process, eliminate workarounds, and save valuable time. Increase efficiency and streamline operations by applying custom......
relevant regions
Washington, DC, United States
AdviceCloud
Data Integration AdviceCloud connects the tools you use every day. Link your managed accounts at your custodian to your households in your CRM solution. Track your tasks and reminders in your CRM platform alongside your clients' portfolio information. Not just data; Action Calls to action not only point out client needs but help guide......
relevant regions
Sydney, NSW, Australia
AdvisorForms
A paper-free future is closer than you think Save 1.5hrs per client by slicing the time spent capturing and entering client information. AdvisorForms effortlessly records and syncs your client data with your System of Record. No manual data entry, transcription errors or lengthy new client onboarding process - just lots of......
relevant regions
Redwood City, CA, United States
AEGIS
The eWise AEGIS platform enables you to connect with user's financial accounts. Consumers, businesses and investors are empowered to safely aggregate, store, manage and share their sensitive financial information with you, in a safe and secure way, through our patented client-side aggregation technology....
Murray, UT, United States
Aggregation API
That’s our job. Finicity delivers the data you need, how you need it and when you need it, with an easy-to-use and award winning API. And we’ve been doing it for over a decade. We ensure maximum connection reliability and high data quality with an always-on, always there support model. Transaction......
relevant regions
Vancouver, BC, Canada
Agreement Express
Agreement Express is a multi-tenant Software as a Service platform hosted securely in the cloud. Our unique template and workflow platform allows customers to quickly capture client onboarding data from any device connected to the internet. Our Document-Oriented Database allows our customers to instantly visualize, aggregate, report on, and retrieve......
San Francisco, CA, United States
AI Cloud
AI built on trust AI has the power to transform your business. But it can also put your data at risk. Einstein is built on a powerful Trust Layer that safeguards your company’s sensitive customer data. So you can use any AI model — and keep your data locked down tight. Possibilities......
relevant regions
Coral Gables, Florida, United States
AI/ML Compute as a Service
Cyxtera’s AI/ML Compute as a Service, powered by NVIDIA DGX A100 systems, enables AI/ML-powered workloads to be deployed with great agility and speed. Provisioning of AI and ML is made easier through our as-a-service model that eliminates the need for large capital outlays and over provisioning. Benefits Cost-efficiency Subscription-based model allows you to......
Kaiserslautern, Germany
Aircloak Insights
Aircloak Insights is a transparent proxy sitting between analysts and the sensitive data they need to work with. Analysts query the system like normal, using SQL or dashboards like Tableau. Aircloak Insights intercepts the query and tailors it to the data backend which may be SQL or a NoSQL big......
relevant regions
Boston, MA, United States
Akoya for Institutiuons
Reasons to integrate Outsource 3rd party management Reduce the costs of contracting, vetting, building, and maintaining agreements with countless fintech apps. Ensure security and privacy Review security assessments and policies of all network participants — including Akoya, which is SOC 2 Type II certified. Implement once Stop one-off API integrations and offer Akoya as an access......
relevant regions
Jersey City, NJ, United States
Albridge Data Aggregation
A Foundation Built on Quality Data Data quality is essential to your firm’s success. That’s why Albridge Data Aggregation applies numerous business integrity rules and features sophisticated data processing logic to reconcile transaction data with position data, resulting in timely and more accurate performance reporting data. Albridge Data Quality Benchmarking Albridge Data Quality......
relevant regions
Jersey City, NJ, United States
Albridge Data Delivery
Easily Connect to Data from Multiple Sources Albridge Data Delivery provides a secure, reliable and cost-effective means of receiving consolidated, normalized and high-quality data from multiple custodial and legacy systems to be available at the firm, advisor and investor level. Our clients and third-party providers have the flexibility to integrate this......
relevant regions
Singapore, Singapore
algoCRED AI-platform
Value3 is a B2B FinTech offering a capital Mmarkets AI-platform for Independent, predictive and fully automated credit ratings, research and analytics. The investment management industry is undergoing momentous change, especially due to digital disruption. Existing gaps in current rating and research landscape lead to significant misallocation of capital. Value3's algoCRED AI-platform has......
relevant regions
London, United Kingdom
Algomi ALFA
Dynamic watch lists alert the user to particular market events. Algomi ALFA delivers full data transparency for traders, PMs, quants, COOs and compliance across voice and electronic markets. The structured and time-stamped data within the platform is used to support MiFID compliance, TCA and Best Execution as well as quantitative analysis......
relevant regions
London, United Kingdom
Algomi ALFA API
Algomi ALFA consumes large volumes of messages from your connected venues and within nano-seconds, converts the disparate formats to a normalised JSON (Java Script Object Notation) format. These JSON messages are indexed and enriched with a unified identifier (typically ISIN), allowing for easy querying. These enriched JSON messages are used by the......
relevant regions
Brookfield, WI, United States
AllData Advisor®
Over the past decade, the financial industry has shifted toward fee-based revenue models. As a result, the need for advisors to provide holistic financial guidance to their clients has taken on new strategic importance. AllData Advisor can help. AllData Advisor aggregates account data from virtually any online financial source — including......
London, United Kingdom
Allocator Platform
Automate your data gathering process Thousands of funds regularly supply data and documents to their clients via Allocator. We create a time series for every number so you can track changes over time. No more error-prone, manual data entry. Standardize and aggregate Our platform converts different data sources into a single, easy-to-analyze format.......
relevant regions
London, United Kingdom
AlternativeSoft
Data aggregation With the proliferation of data in the industry over the last decade, investors require a central location to aggregate, store, edit and analyse. AlternativeSoft helps institutions categorise, clean and distribute data across their organisation, ensuring all analysis and reporting is accurate, consistent and easy to access. Asset selection Ensure your manager research......
relevant regions
Short Hills, NJ, United States
AltsAxis Platform
Capabilities Whether you are an allocator, an alternative asset manager or a strategic partner, AltsAxis is an unbiased fintech platform that delivers leading-edge proprietary software — combining the complete alternative investment ecosystem in one, secure platform. Our Platform Our novel networking platform has been designed from the ground up — leveraging proprietary software......
Manchester, VT, United States
AltsMark Platform
ALTSMARK delivers everything you need to manage private investments end-to-end. Core financials you expect, with powerful complex asset class support. Plus, tons of advanced functionality, including detailed risk, look-thru, and due diligence, that you wouldn’t. ALTSMARK can increase productivity, help you make timely decisions, and drive your advisory forward. Portfolio Management Reporting Risk Compliance A comprehensive......
relevant regions
London, United Kingdom
Alveo Platform
Our adaptable platform provides solutions for increasingly data-intensive industry requirements, improving workflow efficiency while also keeping costs under control. This means solutions for all data types and specific industry applications. From security master and market data to the most complex risk and stress testing requirements, we’re constantly evolving to stay......
relevant regions
New York, NY, United States
Amass Insights
Insights: The data market network Insights is a platform connecting traditional and alternative data providers with data consumers. Amass' founders were pioneers of alternative data, initially building Insights as an internal suite of information and software tools to keep track of a cambrian explosion of new sources of data. Seeing a......
relevant regions
Seattle, WA, United States
Amazon EMR
Amazon EMR provides a managed Hadoop framework that makes it easy, fast, and cost-effective to process vast amounts of data across dynamically scalable Amazon EC2 instances. You can also run other popular distributed frameworks such as Apache Spark, HBase, Presto, and Flink in EMR, and interact with data in other AWS data stores such as......
relevant regions
Steinhausen, Switzerland
AM-One
AM-One is the first comprehensive one-stop-shop combined platform and service provider dedicated to helping transform the business operations of independent asset managers and family offices. The solution embeds the PM1 Portfolio Management System and CRM software of parent company Expersoft Systems in a private cloud platform hosted in Switzerland. Thanks to......
relevant regions
Luxembourg, Luxembourg
Analysing Kit
aixigo's Analysing Kit is more than portfolio performance and portfolio analysis software. It allows portfolio-related data from various sources to be processed at unprecedented speed. Its monitoring function enables the automatic monitoring of individual key figures, quality measures or benchmarks, while the reporting function allows sharing individual insights with a......
Singapore, Singapore
Analytics
Wealth Intelligence's award winning Analytics module provides intuitive, real-time intelligence helping you to make informed decisions. Customisable dashboards and visualisations use data from multiple sources to provide clear business intelligence, management information, compliance oversight and clear risk indicators to any stakeholder. A faster, deeper view of all your data, in one......
relevant regions
Zug, Switzerland
ANALYTX
Our brand new-solution ANALYTX offers a unique and innovative modular approach for advanced financial analytics with various report possibilities. Beginning with our ACTUS Enterprise Data Hubs, the user has the option to apply multiple forward projections in an on-going business environment. The outcome of any combination of those forward scenarios are the projected results......
relevant regions
London, United Kingdom
Apex
Our SAAS Platform, APEX, consumes financial research - produced by both independent researchers and the large financial institutes - and co-mingles with news, internal documents, emails, and other forms of unstructured content....
relevant regions
Hamilton, Bermuda
Apex ESG Ratings & Advisory
Yet the demand for better informed change is growing. Pressure from investors, employees and customers alike means that ESG ratings have become critical metrics for success. Regulatory developments, the ability to reduce risk and to produce superior returns requires a pioneering approach to serve the needs of forward thinking private......
Melbourne, VIC, Australia
API data and trading
Our high-performance API data feeds and trading infrastructure help hedge funds, investment banks, brokers, market makers, financial technology providers, and trading venues perform at their best with quality data delivered the way they want. All from one trusted source. We started as QuantHouse, the market leader in API trading technology. Now......
relevant regions
London, United Kingdom
Arc
The ARC platform is a complete remediation and new client onboarding platform, allowing organisations the ability to streamline and categorise customer data and risk in a single digital solution. It offers an innovative answer, to enable the collaborative administration of one-off and ongoing customer due diligence (CDD) and where required enhanced......
relevant regions
Philadelphia, PA, United States
arcus360
We empower financial services institutions to maximize the value of their cloud platforms, data and legacy infrastructures We leverage the power of Salesforce and Amazon Web Services combined with the latest advances in data analytics, artificial intelligence and distributed ledger technology (DLT) as a result of our: 30+ years of experience in......
relevant regions
Zurich, Switzerland
Assetmax
ASSETMAX includes everything you need to simplify your work, from front to back. Advanced portfolio management, regulation-focused compliance and CRM, sophisticated risk management, compensation calculation, bank commissions control and flexible reporting are only a part of the innovative features and cutting-edge technology. Built by the pros for the pros. ASSETMAX was created by professionals with decades of......
San Francisco, CA, United States
Assets
Snapshot of a user’s finances Retrieve a consolidated summary showing account balances, historical transactions, and account holder identity information Transaction insights Review clean transaction data that includes category and merchant name—data is standardised across institutions Open Banking/PSD2 integrations Plaid’s integrations are Open Banking and PSD2 compliant, delivering secure and reliable access to the UK and......
Boston, MA, United States
Assette
There are three parts to Assette software. The Assette Data Engine where your investment data is prepared and enabled. The Assette Authoring Tools that automate your content creation and facilitate review. The Assette Sharing Hub where client and sales engagement happens. On that foundation, Assette offers seven modules based on......
relevant regions
Sydney, NSW, Australia
Athena
ICS Athena at a glance A unique hosted investment data platform and service supporting investment organisations in turning their data into wisdom, utilising best-in-class data and reporting tools in a cost-efficient manner. Combined with your unique skills, ICS ATHENA enables you to maximise the value of your data and uncover insights into......
Stockholm, Sweden
Atlas
The single version of truth Sharing is caring Both for customers and compliance departments. Your customers are front and center with full control over whom they share their data with on the ecosystem. Version control Means one KYC file per customer. Atlas maintains one version of truth per customer within your organization, ensuring that......
relevant regions
Chicago, IL, United States
Atlas for Advisors
BridgeFT is a cloud-native, API-first software and data platform that enables registered investment advisors (RIAs), financial institutions, and FinTech innovators to deliver better, data-driven outcomes for their clients. More than 300 leading firms trust BridgeFT to automate critical back office operations and power their digital wealth management ecosystems—seamlessly aligning essential wealth......
relevant regions
King of Prussia, PA, United States
Attunity Replicate®
Attunity Replicate empowers organizations to accelerate data replication, ingestion and streaming across a wide variety of heterogeneous databases, data warehouses, and big data platforms. Used by hundreds of enterprises worldwide, Attunity Replicate moves your data easily, securely and efficiently with minimal operational impact. Universal data availability Replicate, synchronize, distribute, consolidate and ingest......
London, United Kingdom
AUM Reporting & Analytics
We have taken market leading IBM Analytics software and pre-coded it to allow central functions to monitor investment performance, net flows or yield across multiple business structures. Our plug-in reporting and analytics solution can sit downstream of any core platform. AUM data is aggregated across platforms, whilst control checks ensure......
relevant regions
Arlington, TX, United States
Automated Composite Engine (ACE)
First Rate’s Automated Composite Engine (ACE) is an integrated composite management solution. During monthly processing, ACE assigns qualified portfolios to composites using preset rules around demographic and performance data that are unique to your business. This automated process minimizes the potential for error by improving accuracy of composite composition and......
relevant regions
Marietta, GA, United States
Automated Stock Market Data Analysis
Automated Data Delivery More businesses are exploring automating their investment process with big data computing. EquityRT will work with you to understand your big data needs and present data delivery options that will help you with your automation initiative. Seamless Website Integration Integrate responsive iframes with key listed company and financial markets information into......
relevant regions
Glasgow, United Kingdom
AutoRek
AutoRek helps firms streamline the collection, validation and reconciliation of data, together with providing the necessary transparency and good governance for a comprehensive, automated reporting process. Implemented in many of the world’s largest corporations, our range of reconciliation deployments vary from sophisticated intercompany reconciliations to high volume bank reconciliations and calculating......
Zurich, Switzerland
Avaloq Insight
Available to run in conjunction with any core banking platform, the Avaloq Insight Suite includes Avaloq Insight Explorer, Avaloq Insight Portfolio Recommender and Avaloq Insight Prospecting. The Insight Explorer provides insights from internal and external data in a simple, fast way, without the need to have programming skills. It provides data......
relevant regions
Zurich, Switzerland
avato
The problem Data collaborations are extremely valuable. But collaborating with other organizations is hard. Analyzing third-party data is full of cumbersome processes that stifle innovation. What if you could perform trusted analytics on private datasets gaining valuable insights without any friction? Imagine how privacy-preserving analytics could fundamentally change many aspects of precision medicine, healthcare, the......
relevant regions
Seattle, WA, United States
AWS Data Lakes & Analytics
AWS delivers an integrated suite of services that provide everything needed to quickly and easily build and manage a data lake for analytics. AWS-powered data lakes can handle the scale, agility, and flexibility required to combine different types of data and analytics approaches to gain deeper insights, in ways that......
relevant regions
Windsor, CT, United States
Axys
Wealth management is a relationship-based business — and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys automates portfolio reporting and accounting to help firms get more done in less time. Part of the powerful Advent Investment Suite, Axys......
relevant regions
Zurich, Switzerland
Back Office
To be specific, we enter the banking transactions of all custodian banks and match the positions and balances daily (with automated bank interfaces) or monthly (with bank documents booked manually). We also ensure that corporate actions, capital flows, and delivered values are accurately reflected – a prerequisite for correct performance calculation.......
relevant regions
San Francisco, CA, United States
Balance
Real-time data Verify real-time account balances Open Banking/PSD2 integrations Plaid’s integrations are Open Banking and PSD2 compliant, delivering secure and reliable access to the UK and European financial ecosystems. ...
Lehi, UT, United States
Rowayton, CT, United States
BattleFin Ensemble
BattleFin helps firms use alternative data to find insights and make better decisions. Understand competitors, identify and avoid supply chain issues, and understand the customer's full journey by connecting to the most cutting-edge data providers globally. Increase revenue growth Cut costs Improve operations ...
relevant regions
Windsor, CT, United States
Black Diamond Link for APX and Axys
As your business moves forward, it’s important to ask yourself: is your client portal everything you want it to be? Leveraging key features of the Black Diamond Wealth Platform, Black Diamond Link delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful integration network that helps elevate your client......
relevant regions
Birmingham, United Kingdom
Blue Nova
Portal Feature rich and engaging digital experience for advisors and end customers. Repository A centrally manged secure vault for a firms most valuable asset; its client data. Intelligence Powerful insights into trends, revenues and other KPI data. Integration Connectivity services to external and internal platforms and systems....
relevant regions
London, United Kingdom
Bond Closing Prices
Data fields include local code or ticker symbol, ISIN, currency, price date, open, high, low, close, bid, ask and trading volume, and the Mid Price. Since large volumes of closing price data are produced around the clock, EDI processes and provides each market’s closing price file as soon as it becomes......
relevant regions
London, United Kingdom
Bond Σ – Fixed Income Derived Data
16 fields taken from the Last Trade data set are: Exchange Code, Market Close Date, Last Trade Date, Closing Price, Price Currency, Open, High, Low, Mid, Ask, Bid, Bid Size, Ask Size, Traded Volume, Volume Flag, Settlement Data. 11 fixed income derived data: Yield Yield to Maturity Yield to Call Yield to Put Yield to Worst Accrued Interest Macaulay......
relevant regions
Hamburg, Germany
BOX Messaging Hub
BOX has comprehensive functionality for back-office integration, manual message processing, warehouse, and archiving. Fully integrated with the customer’s choice of infrastructure, the solution is based on a robust and format independent engine. BOX includes a flexible workflow engine for file/message management and orchestration – including routing, exception handling and interoperability with......
Paris, France
Brain
DreamQuark provide bank and insurance sales and customer engagement teams with AI based recommendations that generate new sales opportunities and engage better customers. Financial services business teams trust DreamQuark Explainable AI to increase their revenues. They use our software Brain to train, control and deploy AI at large scale in their organizations......
Chicago, IL, United States
BridgeFT Wealthtech API
BridgeFT is a cloud-native, API-first wealth infrastructure platform that enables registered investment advisors (RIAs), financial institutions, and FinTech innovators to deliver better, data-driven outcomes for their clients. 300+ leading firms trust BridgeFT to automate critical back office operations and power their digital wealth management ecosystems—seamlessly aligning essential wealth data, proactive client......
relevant regions
Mountain View, CA, United States
Broker-Dealer
For Broker-Dealer Businesses bound to legacy systems lack the agility to adapt to new challenges and deliver on rising client expectations. Addepar helps you modernize your technology and unlock growth. Lead with the client experience Our industry-leading data aggregation and reporting capabilities enable you to manage your client’s wealth holistically to build long-lasting,......
relevant regions
Thawill, Switzerland
Business Integrator
The modular concept of our highly flexible software Business Integrator enables fast and quick connections to your custodians and market data providers. For various custodians we offer out of the box, plug and play plugins. The Business integrator analyses and process incoming data and delivers it to the target systems in......
relevant regions
Omaha, NE, United States
Business Intelligence
See clear opportunities to grow strategically Get critical intel, instantly Leverage pre-built or custom dashboards for at-a-glance views of the metrics most crucial to your firm. Perform objective analysis in real-time Up-to-date data—refreshed daily by Orion’s reconciliation experts—helps you objectively solve challenges, identify new opportunities, and run your firm more efficiently. Integrate outside tools for......
relevant regions
West Chester, PA, United States
Business Process Solutions
Advent Service & Support We’re experts in Advent Axys/APX data and reconciliation. Scale faster with our expertise and programs that identify and automate time-consuming manual transaction updates. Our team brings deep Advent experience and expertise to every client engagement. Targeted Support For Operations Functions With STP’s Co-Sourcing and Staff Augmentation model, our team......
relevant regions
New York, NY, United States
Canoe
25,000+ Funds Covered 10 million+ Documents Processed 40 million+ Data Points Extracted US$5 trillion+ AUA Across Clients Build Your Alternative Investment Data Infrastructure With Canoe If you’re like most alternative investment professionals, you’re yearning for more data, more intelligence, and more operational efficiency. But the frustratingly manual processes associated with accessing data from within unstructured......
relevant regions
St Louis, MO, United States
Capacity platform for Wealth Management
Surpass expectations. High net worth individuals have high expectations, and their needs not only change over time, they vary greatly. You need an enterprise-grade platform that helps you organize and maintain an abundance of information, from a variety of sources. One source of truth Whether you track your firm’s critical knowledge in a......
relevant regions
Geneva, Switzerland
CAPAct
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,......
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Paris, France
Capgemini Customer Data Hub
Today, customers are hyperconnected and have a wide range of needs, preferences and choices. They want their brands to provide meaningful and personal interactions with contextual messages at the right time. Customer communities act as influencers to recommend and influence buying decisions. In order to gain competitive advantage, organizations must......
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London, United Kingdom
Capita Data and Analytics Services
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......
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San Francisco, CA, United States
Capital & Credit
In the modern banking world, risk, compliance, and reporting teams face a myriad of evolving regulatory requirements emanating from Basel, the EBA, OSFI, the US Fed, and many regulatory jurisdictions and other frameworks and directives including CRR/CRD, IFR/IFD, broker-dealer net capital requirements. Firms’ efforts to grapple with these challenges are often......
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Boston, MA, United States
Catalant Platform
Organize and gain visibility into work Define, organize, and execute strategically aligned work Access and dynamically deploy resources Identify, access, and allocate internal & external talent Drive better business performance Surface actionable insights into resources’ impact on business Strategic alignment Ensure that projects are aligned with your initiatives — and that the right data are collected on......
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London, United Kingdom
causaLens Platform for Asset Management
Causal AI understands, explains and predicts financial markets, offering the next generation of portfolio optimization and risk management capability, enabling asset managers to unlock latent market value. Modern challenges in capital markets are well known Investors demand lower fees and greater explainability from discretionary managers, while systematic funds must constantly extract new......
relevant regions
London, United Kingdom
causaLens Platform for Banking
With Causal AI, banks can build explainable models that unlock the potential in their data, empowering them to be more efficient and flexible. The regulatory landscape We understand the time, effort and scrutiny required for models to be deployed within large financial institutions. With causaLens, model developers can spend less time writing......
relevant regions
London, United Kingdom
causaLens Platform for Capital Markets
Investors demand lower fees and greater explainability from discretionary managers, while systematic funds must constantly extract new signals from an ocean of marginally-useful data. Banks find their models frequently upended by regulations, geopolitics, or regime changes. Artificial Intelligence and Machine Learning techniques can provide solutions to these and other problems. But......
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London, United Kingdom
Certua
Now work with us to configure a unique proposition that takes your business to another level by combining products and services from our partners with your data asset on our operating system, allowing you to differentiate and acquire customers, and grow revenues and margins while minimising costs and capital outlay. Choose......
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New York, NY, United States
Chainalysis Kryptos
Browse Services Chainalysis Kryptos is the industry's reference directory for cryptocurrency services' on-chain activity. Search over a rapidly-growing list of 6,500 services and monitor their activity over time. Compile Service Profiles Make informed decisions about the cryptocurrency businesses you work with. Utilize the most comprehensive dataset in the industry to understand the on-chain......
New York, NY, United States
Chart IQ
Shape a new way to work. Move beyond traditional charts to custom data visualizations that intuitively explain and engage users with actionable, tradable data. Our solutions bring complex data-sets to life for all sectors of finance. See sample use cases below. Pre-trade analytics Active Trader plus Trade from Chart is a trading specific......
New York, NY, United States
CHEQ Platform
Detect invalid activity affecting your marketing efforts and site Expose invalid traffic, fake users and bots engaging with your assets, from paid, organic and direct sources. Eliminate bad traffic from your pipeline and funnels Build custom mitigation and exclusion paths to prevent invalid traffic from disrupting your marketing operation. Get granular analytics and actionable......
relevant regions
Fort Lauderdale, FL, United States
Citrix Analytics
Citrix analytics solutions allow organizations to detect and deflect potential threats, and to quickly address performance issues—long before security incidents occur or employees begin to submit help desk tickets. Machine learning and artificial intelligence are used to provide real-time insights into user behavior, and to automate the process of preventing......
relevant regions
Fort Lauderdale, FL, United States
Citrix Content Collaboration
Citrix collaboration solutions enable teams to share files and streamline workflows—without compromising security or putting sensitive information at risk. It’s the answer for employees who are tired of devoting hours a day to sharing and reviewing multiple versions of the same document, and hunting down information that’s scattered across clouds......
relevant regions
Boise, ID, United States
Clearwater Analytics Platform
Seamless investment data aggregation, validation, and reconciliation Efficiently scale your investment strategy, diversify asset classes, and improve your data management processes. Integrated with downstream systems to provide clean data to all your investment accounting processes Fully validated and reconciled data each day means you can make confident decisions Daily audit-quality data enables you to......
relevant regions
London, United Kingdom
Client Activity Review
Regulatory supervisors mandate the need for the ongoing review of customers to assess all clients’ activities and behaviours over time. Fundamental to this is the ability to bring together disparate sets of customer-related data so that there is a ‘single view of the customer’ - not just at a snapshot in......
relevant regions
San Francisco, CA, United States
Cloud
Whether they are worried about timely regulatory reporting, reduced execution time windows and increased frequency, or reacting to the latest market-driven change, Adenza’s SaaS offerings deliver: unparalleled security, operational risk mitigation, agility, continuous innovation for optimized TCO, and a superior end-user experience. CapCloud – Move to SaaS: Keep the flexibility, not the......
relevant regions
Santa Clara, CA, United States
Cloudera Enterprise Data Cloud
Whether you're focused on consumer or commercial banking, wealth management or capital markets, or all of the above, it’s all about relationships. You’ve got to find, secure, and deepen relationships while lowering risk and assuring compliance. Make your customers feel like you know them. Connect with them in the channel......
relevant regions
Greenwich, CT, United States
Cloud Services
Our customized CloudSuite platform We will challenge the way you think about the cloud to ensure the right configuration and overall cloud strategy to best serve your desired business needs, today and tomorrow. Private-only platform: High performance. High availability. Ultra secure. We’re the only provider that offers a hosted IT platform that’s built......
relevant regions
Schwerzenbach, Switzerland
Cofex Access Services
With our Access Services, we offer everything you need to protect your Internet connection against unauthorized access and for authorized access to your data from outside in two basic modules and extensions. The products from certified manufacturers used for this purpose are administered and actively monitored by us. In this way we......
relevant regions
Schwerzenbach, Switzerland
Cofex Backup Services
The professional backup of operationally relevant data is absolutely necessary for every company. In addition to backup, storage in a safe place and the ability to restore data at any time are key requirements. Cofex Backup Services (CBS) offer various options for automatically and reliably backing up data, storing it in our......
relevant regions
Schwerzenbach, Switzerland
Cofex Business Data
With the simply designed control panel, you as the administrator fully control your data and access authorizations. Employees and business partners can access current data at any time via desktop, web or mobile app. Regardless of whether you use Cofex Business Data Services for file sharing, synchronization or data storage, the Cofex......
relevant regions
Schwerzenbach, Switzerland
Cofex Interface Management
Secure and fully automated solution for collecting bank data, which is presented in an aggregated and structured manner on a well-known technical platform (XML) and can be used by different platform systems. Our aim is to provide the data with high quality, securely and reliably. We serve over 200 end clients......
relevant regions
London, United Kingdom
Cognitiv+ GrayBox
GrayBox is the Cognitiv+ solution that allows data scientists to build Deep Learning models in a fraction of the time than with traditional data science methods, in 3 easy steps. Annotate Cognitiv+ web-based annotator system allows the user to upload documents in many formats, make them machine-readable and annotate them through an......
relevant regions
London, United Kingdom
Cognitiv+ Review Platform
Cognitiv+’s machine learning technology can analyse your documents and provide you with actionable insights. Through the artificial intelligence-powered Review Platform you can automatically review, identify and extract key provisions and obligations from all your corporate and legal documents. Whether outsourcing a compliance audit, merger & acquisition due diligence or day to day......
relevant regions
Teaneck, NJ, United States
Cognizant AI-Enabled Advice and Service Delivery
With AI-enabled advice and service delivery, your organization can incorporate systems of engagement data with systems of record, such as custodial and transaction data. The result is greater insight into your clients and more personalized advice. Cognizant AI-Enabled Advice and Service Delivery includes: Client and advisor research across wealth management segments Data relationships......
relevant regions
Lake Success, NY, United States
COLLATE
Generate a clear view of your banking book collateral. COLLATE makes it easy to aggregate and standardize collateral data, helping to streamline workflows across the entire credit lifecycle. Empower decision makers and client-facing teams with the real-time intelligence they need to see and understand the big picture. Compliance reporting accuracy......
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New York, NY, United States
Collibra Data Catalog
Democratize data Data catalog defined Collibra Data Catalog empowers business users to quickly discover and understand data that matters so they can generate impactful insights that drive business value. Leveraging Collibra’s industry-leading governance capabilities, Collibra Data Catalog ensures Data Citizens always have access to the most trusted data available. Benefit from an enterprise......
relevant regions
New York, NY, United States
Collibra Data Governance
Data governance Understanding data governance Questions around data’s quality and relevance are increasingly difficult for modern enterprises to answer. Collibra Data Governance helps organizations understand their ever-growing amounts of data in a way that scales with growth and change, so that teams can trust and use their data to improve their business. The......
relevant regions
New York, NY, United States
Collibra Data Intelligence Cloud
Revenue growth Customer acquisition, product innovation, promotion analysis and pricing optimization. Operational efficiency Supply chain optimization, production inventory efficiency, marketing and sales efficiency, service optimization. Risk mitigation Data privacy compliance, PI data discovery, policy enforcement, vendor risk management. Data modernization 3rd party data sourcing, data lake optimization, report/system consolidation, reference data management. Collibra Data Intelligence Cloud Import all of your data......
relevant regions
New York, NY, United States
Collibra Data Lineage
Enriched context Drive confidence and trust in your data Data lineage reveals how data transforms through its life cycle across interactions with systems, applications, APIs and reports. Collibra Data Lineage automatically maps relationships between data to show how data flows from system to system and how data sets are built, aggregated, sourced......
relevant regions
New York, NY, United States
Collibra Data Privacy
CCPA and GDPR compliance Operationalizing data privacy Collibra delivers privacy from a Data Intelligent foundation that centralizes, automates and guides privacy workflows. Privacy by design is embedded into a single platform, enabling teams across departments to collaborate and operationalize privacy. By awakening the value of data, Collibra accelerates an organization’s ability to......
relevant regions
New York, NY, United States
Collibra Data Quality
Predictive, continuous, self-service data quality Data teams are often constrained by manual rule writing and management, with limited data connectivity and a siloed view of data quality. With predictive, continuous and self-service data quality, organizations can centralize and automate data quality workflows to gain better control over their end-to-end data pipelines......
relevant regions
New York, NY, United States
Collibra Platform
Discover the benefits of the Collibra Platform The Collibra Platform empowers enterprises to find meaning in their data and improve the quality of business decisions. On one shared platform, both IT and business users can collaborate to create a data-driven organization using the suite of Collibra products. Open, scalable platform for a robust data......
Coral Gables, Florida, United States
Colocation Services
We'll stack our data center ops teams up against anybody's. Our technicians work with you to ensure a consistent, future-proof environment for your infrastructure. Our experienced engineers hold all the major certifications, from PMP and ITIL, to vendor hardware and equipment such as Cisco CCNA and Alcatel Lucent SRC, to data......
Bloomington, MN, United States
Compensation
Automate incentive compensation management processes for efficiency, accuracy, and visibility. Our compensation and commission accounting tools are flexible and configurable and simplifies advisor comp planning and administration. Tracking, calculating, and paying commissions is easy regardless of the uniqueness or complexity of a firm’s compensation program. Trrack All Revenue Sources Our technology platform......
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Omaha, NE, United States
Compliance
Comprehensive in-house compliance suite Consolidate your tech stack Simplify your tech stack with a compliance suite that fully integrates with your portfolio management technology. Eliminate outsourcing costs Gain more compliance capabilities with a core set of solutions included in the Orion platform at no extra charge. Reduce the risk of data breaches Report on compliance data......
relevant regions
Chicago, IL, United States
Compliance Advantage
Data Management and Aggregation ERS Data Aggregation is your data hub available in an open architecture network - coordinating activities, and streamlining communications across our clients' business partners. Quality Data - Efficient Delivery An easy choice for plan information, tools, and solutions to help retirement plan fiduciaries deliver quality information more efficiently. We deliver consolidated......
relevant regions
West Chester, PA, United States
Compliance Engine
Next-Generation Rules Engine Traditional compliance solutions fail to highlight critical policy violations because of an inability to source data from disparate systems. To solve this industry bottleneck, STP has architected a cloud-based rules engine that can easily centralize unstructured data through extensive system and API integration. The flexibility of our rules engine has......
relevant regions
London, United Kingdom
Connect
As your business evolves, you need to connect to a changing array of trading partners, venues, clients and regulators. You need to ensure that your industry standard connections remain valid – and validated. In daily operations or new integration projects, you need to manage, map and maintain widely diverse and......
relevant regions
Hong Kong, Hong Kong
Consolidated Reporting
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
London, United Kingdom
Control
Speed, accuracy and transparency are necessities for today’s reconciliation and post-trade operations. Financial institutions need to simplify processes based on industry best practices, remove the pain of managing data, reduce their technology footprints, and achieve greater cost efficiencies. You also need to be able to future proof your business and......
relevant regions
New York, NY, United States
ControllerView®
ControllerView (CV) delivers data lineage, risk aggregation, workflow automation, validation and audit functionality and supports disclosures in multiple formats, including XBRL. These features support data and process governance and seamlessly integrate clients’ source data from disparate systems and geographical locations without forcing data conversion. The high-performance platform transparently aggregates clients’......
Arlington, TX, United States
CORE 2.0™
CORE 2.0™ is a powerful, intuitive platform designed to be extensible, easy to upgrade, and comes loaded with a suite of tools that enable users to easily customize their reports. It’s built around three key features: performance analytics, customizable dashboards, and a report builder. CORE 2.0™ adds new functionality to the robust foundation established with......
relevant regions
New York, NY, United States
Core LiveWealth
Multi-custodian aggregation Cora LiveWealth automates all forms of data gathering, digitization, and normalization. Powerful analytics and reporting A portfolio analytics engine provides industry-standard performance reporting models. Multi-custodian aggregation Cora LiveWealth automatically extracts data from most major international custodians, and creates a normalized view with 100% accuracy. Robust performance and risk analytics The system's analytics engine delivers customized......
Redwood City, CA, United States
Corporate Data Analytics
Act on Market Opportunities with Data Analytics Our unique and timely source of consumer spending trends and income analytics empowers corporations: To uncover market trends early Identify key business drivers Spot growth opportunities Mitigate potential risks Plan business strategy with confidence Insights into competitive landscape and customer affinity through unique consumer spending trends and income data analytics......
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Seattle, WA, United States
CRM Analytics
Discover the combined power of all your data to drive better outcomes by connecting directly to Salesforce and external data from one place. Find patterns and experience actionable insights specific to your business, and infuse them into every process. Drive better outcomes with a full understanding of what happened, why......
relevant regions
Toronto, ON, Canada
CRM & Data Consulting
At a glance 80+ customers delighted 450+ projects completed 5/5 Star AppExchange rating 140.6+ miles of whiteboard How we help Expert guidance throughout your CRM project lifecycle We are big thinkers who know how to roll up our sleeves and get it done. Whatever your goals are, we ensure your success along the way, from business case......
relevant regions
Helsinki, Finland
CryptoAuditor
Trust is essential. As we collaborate more from person-to-person, organization-to-organization and machine-to-machine, we must trust colleagues, partners and suppliers with access to our precious networks. You grant access to a staggering number of 3rd parties via encrypted connections. DevOps, M2M and connections to the IoT mean that 3rd party access is......
relevant regions
Vaduz, Liechtenstein
CurioInvest
Investing in fine automobiles was a headache. Not anymore. A team of experts research and source rare, investment-grade collectable cars. We only select competitively priced cars which have the potential to increase in value over time. All the key information about the vehicles is available on the CurioInvest platform (including......
relevant regions
London, United Kingdom
CuriumBI
Curium’s core business process modules, CuriumDQM and CuriumEDM, bring a level of control and visibility over key data management processes that are essential to the efficient business operations of financial services firms. But how do you know that the processes you put in place are effective and supporting the data......
London, United Kingdom
CuriumDQM
CuriumDQM is innovative because it puts the configuration and maintenance of the data quality process firmly in the hands of the business users who need access to the best possible information and features to investigate and resolve data issues. It gives operations and data analysts the tools to define and......
London, United Kingdom
CuriumEDM
CuriumEDM can be integrated seamlessly with CuriumDQM and CuriumBI components for even higher levels of data quality control and business intelligence to provide a powerful data layer suitable for any size and complexity of firm. Curium data models can handle all structured data types and will scale over any number......
Wilton, CT, United States
Custodial Agg
Institutional Feeds 800 US institutions 150 European institutions 60 other international Daily Processing 120 normalized transactions Asset/sector/geo coded Full recon and quality control Performance calculation ready Daily Delivery T+1 delivery for most sources Feed and API options 20 standard integrations ...
relevant regions
New York, NY, United States
Dasseti ESG
Collect, analyze and integrate ESG metrics into investment decision-making....
relevant regions
London, United Kingdom
Data
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......
Bloomington, MN, United States
Data
Broker-dealers and RIAs receive and process financial data from a myriad of sources. Sources include clearing providers, direct business (“check and app”), and third-party marketers. This data comes in various formats due to a lack of industry standardization. Firms need to transform this data into a consistent and accessible structure......
relevant regions
Redwood City, CA, United States
Data Aggregation
Financial Data Aggregation With Envestnet | Yodlee’s financial aggregation solutions you can rely on quality, comprehensive data analysis coverage and intelligent insights to meet fast growing digital banking demands – all from a single open banking-ready platform and provider. Our industry-leading data aggregation tools, apps, and APIs support deep use cases for......
relevant regions
Stamford, CT, United States
Data Aggregation & Analytics
Data in PDF is quite complex (Alternative Investments), Data in API/CSV (Custodian Bank, Broker Data), Data in Excel (Trust Structures, Real Estate, Insurance & etc.). Most vendors impose the same rigid data structure (i.e. single schema in a single database) on all clients. This means that they can only solve ‘’common’’ problems......
relevant regions
Lake Success, NY, United States
Data Aggregation and Financial Reporting
Provide consolidated views of clients' assets—regardless of custodian. Gain access to a high-quality, fully reconciled database of information and view client performance reports, asset allocation, holdings and transactions on a convenient, user-friendly dashboard....
Lehi, UT, United States
Amsterdam, Netherlands
Data Centre Infrastructure
Computer rooms In view of the increasing value of data processes, the guaranteed operation of a data centre or computer room is vital. A reliable performance starts with a proper design. In order to achieve that, applying the design standards of the reputable Uptime Institute is deemed normative in the data......
relevant regions
San Francisco, CA, United States
Data Cloud
Data-driven teams build meaningful customer relationships with Data Cloud What can you do with Data Cloud? Know your customers - Connect, federate, and harmonise data from any product and system into a complete view of every customer. Act on AI in the flow of work - Connect your data with the #1 AI CRM......
relevant regions
London, United Kingdom
Data Consolidation & Enrichment
At the heart of Meniga´s offering is our data consolidation & enrichment engine, a true innovation platform that pulls together and enriches all transaction and financial product data, such as card and account transactions along with other core banking customer data, into a single repository and enables personalisation of the......
Belfast, United Kingdom
Datactics Match Engine
The problems Client onboarding and KYC/AML due diligence checks call for timely and accurate matching against reference data. In the UK alone there are approximately 20 business entities containing the name ‘Google’, only a few of which relate to the popular search giant, so it’s vital that any entity match can......
relevant regions
Belfast, United Kingdom
Datactics Self-Service Data Quality Platform
Financial regulations such as BCBS 239, FSCS and FATCA require financial firms to embed data quality management, including data profiling, data provenance (lineage), monitoring, reporting and escalation procedures. But keeping on top of this is hard, and many institutions have existing IT-focused tools that require programming experience and lengthy change......
relevant regions
Lehi, UT, United States
Redwood City, CA, United States
Data Enrichment
More Meaningful Insights Accurate, enriched data can unlock invaluable opportunities to grow your business and increase customer satisfaction. Envestnet | Yodlee Transaction Data Enrichment (TDE) provides categorized & simplified transaction data that is highly accurate and easy to use in order to improve the customer journey and digital experiences. Envestnet | Yodlee’s data enrichment......
relevant regions
Edinburgh, United Kingdom
Data Enrichment API
Why is it important to get categorisation right? Whether you are a bank, challenger, insurer, mortgage provider or personal finance app developer; If you are dealing with transaction data, good quality categorisation should be at the heart of your journey into the world of Open Banking. Save time Define salary, groceries, travel, mortgage......
relevant regions
Toronto, ON, Canada
Data Feeds
Combined with commitment to fast, flexible client service, the quality of the information provided makes Fundata the vendor of choice for your market data and analytical requirements. At the center of Fundata’s Data Feed products are three core objectives: Comprehensive coverage Fundata’s investment fund database continues to grow daily. Fundata’s focus on providing......
Sydney, NSW, Australia
Data Fusion Studio
De-identified matching Gain deep customer insights with transparent multi-field matching, enabling smarter user experiences to be crafted. Data packaging Realise the true potential of partnerships with tools that ingest, prepare and package data from disparate sources. Legals and licenses Utilize a Common Legal Framework and project-based license terms to ensure compliance and secure the use......
relevant regions
Boston, MA, United States
DataGX(SM)
Our hosted “Data-as-a-Service” platform, DataGX(SM), lets you load, enrich and aggregate investment and financial data. You’ll be able to manage multi-asset class data from any service provider or data vendor for a more holistic and integrated view of your holdings. This platform reflects our years of experience servicing complex instruments......
Zurich, Switzerland
Data Handling / Data Bases
The banks' differing quality standards often lead to a poor quality of delivered data – which makes reliable asset allocation or performance calculation more difficult. Data may be relayed via bank interface or in the form of digital account and custody account statements (transactions and positions). Either way, our preparation of......
relevant regions
Bath, United Kingdom
Data Management
At Altus, we understand that data doesn’t always mean knowledge. Data needs to be accurate, of the right quality and presented in the right way to deliver real insight. Having completed numerous data engagements for financial services businesses of all shapes and sizes, Altus can help with: Information and data strategy for a......
relevant regions
New York, NY, United States
Data Management
Data is becoming an increasingly central asset for financial institutions. Depending on the manner in which data is treated, companies may be fighting data quality issues and experiencing high maintenance costs – or they may be able to gain insight, support their decisions, generate opportunities and respond to market and regulatory pressures......
Seattle, WA, United States
Data Management
Tableau Data Management helps deliver trusted, self-service analytics by scaling data automation and operationalization throughout the entire data and analytics lifecycle. Enrich the platform’s governance and security features while bringing together the power of data preparation and cataloging to make it easier to discover, understand, connect, and trust your data. Tableau......
relevant regions
Zurich, Switzerland
Data Management
Our proprietary tools and data models allow for efficient data capturing of data for structured products, mastering all challenges caused by the complexity of these kind of financial products (barriers, strikes, etc. based on product type). Additionally, we co-operate with SIX Swiss Exchange to assure the quality of the data......
relevant regions
West Chester, PA, United States
Data Management
Our data management and aggregation service includes: Custodian data aggregation and immediate processing once available Seamlessly import structured and unstructured data from multiple systems, vendors and custodians Extensive inventory of data management interfaces to manage new account setup, account characteristics, user defined fields, commentary and disclosures A controlled data governance model that ensures quality......
relevant regions
Reno, NV, United States
Data Management, Reconciliation and Migration Services
Very early each morning, we pull the daily data files from your financial institution(s) (Schwab, Fidelity, TD Ameritrade, etc). We reconcile the data to ensure integrity, which includes reconciling all corporate actions. We then post all of the transactions, prices, new securities and new accounts to your portfolio management system.......
relevant regions
Stamford, CT, United States
Data Management & Reporting
Data Strategy Design & Implementation A well-defined data strategy is essential for leveraging data as a strategic asset to drive business growth, make informed decisions, and gain a competitive advantage. Cognivo is helping financial institutions develop and implement a robust data strategy. Data Readiness Design & Implementation Data readiness involves preparing and optimizing......
relevant regions
San Francisco, CA, United States
Datameer for Financial Services
Understand your customers better Analyzing customer interaction data from various sources such as transactions, CRM and the website helps financial services companies truly understand the customer’s journey. With big data analytics, you can answer questions like which campaigns convert prospects to customers, how to get customers to use products more and......
Fareham, United Kingdom
Data Privacy Hub
Data privacy and GDPR compliance The Data Privacy Hub is designed to help you manage your organisation's personal information in accordance with the General Data Protection Regulation (GDPR) and with other information privacy regulations. The Data Privacy Hub enables firms to capture, describe and control the privacy information they manage and process. It provides a robust and proven governance......
relevant regions
Atlanta, GA, United States
Data Providers
Demonstrating the value of your data through quantitative metrics Our Data Analytics (DAS) technology goes beyond scrubbing and mapping your data. Neuravest curates, scrutinizes, and validates data sources to determine which attributes and features drive asset prices, revenues and earnings. We produce white papers, presentations, and statistical analysis reports which you may use......
relevant regions
Bagneux, France
Data Quality
Data Quality (DQ), helps organizations benefit from their customer data by optimizing the quality of their data through capabilities such as enhanced data entry, real-time validation, deduplication, key enrichment capabilities, and a single customer view. The essence of data quality is making and keeping customer data: Actual Complete Correct Unique Data quality (DQ) software helps make......
Sydney, NSW, Australia
Data Sandbox
Secure sandboxes Easily launch governed Virtual Machines with scalable compute and storage, with memory optimized and deep-learning features such as GPUs. Data onboarding & curation Quickly and safely onboard enterprise data from a variety of sources and carefully curate a subset of data. Make only the right data available to execute your project......
relevant regions
Gliwice, Poland
Data Science & Engineering
Data transformed into knowledge We can design processes that visualise data processing, design and create a solution from scratch based on existing mathematical models and using components to connect them with each other. We will also work together with your domain experts and empower them with technology to support their analysis procedures and decision-making processes in your......
relevant regions
Stamford, CT, United States
Data Science & Machine Learning
These include the intricate task of aggregating and cleaning vast and disparate datasets from various sources, the scarcity of specialized talent equipped with both financial and technical expertise, and the complex regulatory landscape that necessitates meticulous validation and compliance efforts. Moreover, the iterative nature of model development demands significant time and......
relevant regions
Frankfurt, Germany
Data Security
All applications and data are encrypted in a high-security data center in Germany and are only transmitted between the server and your browser in encrypted form. The data sovereignty always lies with end client. Infrastructure and servers The United Signals infrastructure is hosted on high-security data centers in Germany, which are certified......
relevant regions
Omaha, NE, United States
Data Services
Gain peace of mind with accurate & secure data Jumpstart your data with free historical conversions Receive up to 50 hours of free historical conversions so you can trade, bill, and report trustingly on performance and transactional data. Start your day confidently with data reconciled domestically Rest assured that your data is reconciled here in......
relevant regions
London, United Kingdom
Data Services
Data collection and aggregation is an often overlooked yet crucial component of reconciliation, settlements, compliance, reporting, and many other control processes and workflows. Financial services organisations and service providers can become overburdened with establishing and maintaining direct links with data providers on their own, which can increase risk and reduce......
relevant regions
Sydney, NSW, Australia
Data Solution
Rainmaker provides unique solutions in data transferal, cleansing, enrichment and inter-connectivity between business systems and technology platforms. Access Rainmaker's institutional, wholesale and superannuation datasets to enhance your own market and competitive analysis. Current All data is kept up tp date by our specialist data team Customised With a large variety of information, data feeds......
Austin, TX, United States
DataStore
DataStore is the powerful and robust enterprise content management (ECM) system purpose-built for the Financial Services sector. DataStore delivers on what matters most Gain complete control over the capture, indexing, archival, retrieval, accessibility, delivery and retention of every item of business-critical information in your organization, via a secure central repository. Utilize a single......
London, United Kingdom
Data Strategy
The financial industry is a data-driven business where data volumes and data requirements continue to grow exponentially. Across the industry, data is recognised as a strategic asset that can provide competitive advantage. Firms are investing in data and data quality to facilitate good investment decision, deliver timely and accurate reports......
West Chester, PA, United States
Data Warehouse
STP’s Data Warehouse scalable and expandable solutions give firms a way to centralize data to ensure consistency and accuracy. Benefits of our cloud-based Data Warehouse solution include: Single Data Source – Consolidate your disparate multi-sourced data into a single data gateway Flexible Data Retrieval Options – Quickly and securely access all warehouse data via......
relevant regions
Bristol, United Kingdom
DCI - Data Analyst
DCI Data Analyst has been specifically created to address this problem by identifying and reporting issues as they occur, thus giving the opportunity to correct critical data before it has material impact. DCI Data Analyst is consinually working in the background constantly reviewing new and changing data sets. The system includes: Comprehensive rule......
relevant regions
Bristol, United Kingdom
DCI Transaction Reporting Reconciler
This onerous and sometimes complex task can now be completed in just a couple of clicks with DCI Transaction Reporting Reconciler. Users can immediately drill down on any reported items to investigate, while DCI Transaction Report Reconciler generates a full audit of the reconciliation run, providing evidence of all reconciling and......
relevant regions
Jersey City, NJ, United States
DealCloud for Family Offices
Excel and generic CRMs simply cannot support today’s family office investors because the underlying technology is not equipped for complex relationship and deal structures. DealCloud helps family offices centralize their institutional knowledge and relationship capital in one place — and arms them with the intelligence and data they need to......
relevant regions
Warrington, United Kingdom
Decipher IDP
To maximize the effectiveness of your RPA programs, you must access data quickly and easily. However, most data is locked within documents, requiring people to spend countless hours processing them. With Decipher IDP, time-consuming and tedious work is removed from your teams. Optical character recognition (OCR) and artificial intelligence (AI) combine......
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Zurich, Switzerland
DeleQt
DeteQt is an explainable, Machine Learning-powered AML/CTF transaction monitoring solution that integrates seamlessly into existing IT architecture within a bank or financial institution. By significantly increasing detection rates and reducing instances of false positives, DeteQt provides compliance teams with holistic oversight into customer activities and empowers them to allocate valuable......
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London, United Kingdom
DerivActions
The DerivActions service is directly linked to EDI's Worldwide Corporate Actions service and covers all corporate action event types. Clients can subscribe to the entire universe or customize the feed at an exchange level, root codes or specific underlying trading lines. For example, clients can choose to receive details for......
relevant regions
London, United Kingdom
Derivatives End of Day Pricing
Data elements include: High, Low, Open, Close, Bid, Ask, Open Interest, Number of trades and Volume traded. Customization Access bespoke service to meet your data requirements with a range of customization options, including delivery-based solutions to complement existing client infrastructure, content provided at the geographical or portfolio holding level, feeds containing particular formats,......
relevant regions
London, United Kingdom
Derivatives Reference Data
Security Description, ISIN /SEDOL™*/Ticker, Primary Exchange. The file currently covers more than 30 fields, including: Root Code Ticker ISIN Aii Security Description MIC Code Contract Size Exercise Style Expiry Date Strike Price Exercise ...
Cambridge, MA, United States
Devo Data Analytics Platform
Built with a no-compromise approach What does it mean to be built on a no-compromise architecture? It’s not just one thing, but many key capabilities all aligned to deliver differentiated value from machine data to move operations teams forward. What's delivered with a no-compromise architecture Scale—no re-architecting required The platform’s cloud-scale architecture grows with......
London, United Kingdom
Digital Finance Transformation
Today’s wealth management finance function can not simply exist to churn out standard month end reporting. Instead, finance must analyse, understand and predict in full alignment with the business. We have taken IBM analytics technology and pre-built fully integrated modules for: AUM reporting Financial reporting Industry specific planning models Capital adequacy Vast volumes of data can......
relevant regions
London, United Kingdom
Digital Transformation & Cloud Data Privacy
As enterprises evolve to become data-driven organizations, they are transitioning from simply collecting and storing data to democratizing data use to drive better decision making organization-wide. With the realization that some of their most valuable data includes sensitive personal information, data leaders know this is only possible with a scalable......
relevant regions
Piscataway, NJ, United States
Doc2API
About the Platform In today’s world where digitisation, speed and integration are of the essence and vast amounts of data require processing, there are very few platforms which are accurate, efficient and produce results in real time, that too with Integration as the first approach i.e. converting documents into APIs. Doc2API platform,......
relevant regions
Warrington, United Kingdom
Document Automation
Digitize, classify and extract information from paper automatically with the latest machine learning technology. Comprehensive solution - Extract handwriting and low-quality machine print from paper, images and pdfs and turn it into automation-ready data. Unbeatable accuracy - Accept end-customer information in any form and extract data with an average accuracy of over......
relevant regions
London, United Kingdom
Document Retrieval Service
Clients can use the portfolio checker to determine documents that are available for their universe quickly and also submit an individual document request, and our research team will endeavour to source. Access to a database containing: Offering circulars Bond prospectuses Pricing supplements Term sheets Historical documents and new issues are continually added....
relevant regions
Saratoga, CA , United States
Dtex Intercept
Key features of Dtex intercept next-generation insider threat platform First platform that scales to protect millions of endpoints concurrently Unlike other solutions that are restrained to only analyzing people of interest (POI) or devices of interest, Dtex Intercept was purpose-built to scale and protect the entire organization, up to millions of users/......
relevant regions
London, United Kingdom
Duco Cube
Redefining reconciliation No more implementation projects. Switch on Duco Cube and empower the people who know your data to normalize and reconcile it themselves, within hours. You won't find anything else like it. Scale from Start-up to global corp Duco Cube will process a few hundred or a few billion lines of data for......
relevant regions
Toronto, ON, Canada
Dundas BI Platform
Producing real-time, data-driven insights has never been easier Dundas BI is an exceptionally flexible, end-to-end business intelligence platform that simplifies the entire analytics process and empowers everyone to visualize and analyze data Powerful analytics for effortless data analysis Dundas BI helps enterprises and software vendors strike while the iron’s hot, by transforming raw......
relevant regions
Beaverton, OR, United States
EAI Data Management Vault
EAI provides data management solutions for all your investment-related transactions: Life and Health Insurance, Mutual Funds and Securities, and Annuities. Each stands alone as a complete solution within EAI’s Platinum™ Data Management Vault, but is also pre-configured for seamless operation with the two other signature transaction solutions. The vault interfaces with......
Thawill, Switzerland
EBICS Integrator
EBICS protocol & security Internationally accepted security standard. Standardized key activation process. Authentication through private cryptographic keys. Allows encrypted data transfer. Multibank connection Centralized solution to connect multiple banks. Connection to major and swiss regional banks are available. Simple activation of new bank connections. Data routing configuration feature for each bank. Automatic download mode Fully automated daily data processing. Daily automatic download......
relevant regions
London, United Kingdom
Economic Indicator Service
This new service currently covers 32,500 recurring macro-economic indicators from 132 countries (as of December 16, 2019) such as GDP data, unemployment releases, PMI numbers etc. with historical data EIS gathers the major economic events from a variety of regions and countries around the globe and provides an Economic Events......
relevant regions
London, United Kingdom
EDI Futures and Options Contract Specifications
EDI provides a daily file by market, as well as a daily notification of upcoming changes as published by the exchange. The notification file contains the MIC, the effective date, and the text of the notification....
Sunnyvale, CA, United States
e-discovery and Analytics
E-discovery is unpredictable in the face of today’s data growth. With new content types to support and ever-evolving court decisions, you need a defensible approach to your collection, discovery and review strategy. Proofpoint’s e-discovery and Analytics capabilities provide greater insight for your litigation readiness strategy. That means more control with less cost and......
Paris, France
eFront Data Intelligence
Every quarter, alternative investors around the world struggle to collect and transform data on their investments. Aggregating high-quality and consistent data from a wide range of general partners often proves difficult and time-consuming. eFront Data Intelligence (EDI) streamlines the exchange of data between limited and general partners through its SaaS-based......
Glattbrugg, Switzerland
Electronic certificates
Thanks to the electronic certificates from SwissSign, data can be encrypted and thus exchanged protected against unwanted access. As a Swiss Trust Service Provider (TSP), SwissSign accompanies people and companies into a successful digital future, protecting data according to the highest security standards. SSL Create trust with 2048-Bit SSL Certificates from SwissSign Signing With......
relevant regions
Boston, MA, United States
Elsen nPlatform
Skip the cleanse. Drive alpha immediately. Financial institutions leverage massive datasets using different formats, with no room for error. Ensuring the data is accurate, clean, and concordant requires a lot of time and resources. With the Elsen nPlatform that work is already done for you, so you and your team can......
Seattle, WA, United States
Embedded Analytics
Embed and customize Tableau’s interactive, analytical capabilities to create a seamless experience with your products. Increase your product's engagement and improve customer satisfaction by integrating rich content, data, and analytics directly into your product. Differentiate your product with Embedded Analytics and discover new growth opportunities by monetizing your data. Tableau Pulse......
relevant regions
Melbourne, VIC , Australia
Empirics for Financial Services & Superannuation
Financial services & superannuation With over 15 years experience in the financial services and superannuation sectors in both Australia and Europe, Empirics is at the forefront of developing industry specific solutions to maximise the value of data. We specialise in the provision of analytics and data science services for pension and......
Chicago, IL, United States
Enfusion Visual Analytics
By storing, mining and analyzing data across the entire investment lifecycle, we give you the interactive, visual analysis to untangle issues and quickly get insights to move your business forward. We enable funds to ask deeper questions and deliver more meaningful answers from their investment portfolio. Key features Data warehouse Secure data storage.......
relevant regions
Coral Gables, Florida, United States
Enterprise Bare Metal
Nutanix HCI Nodes HPE ProLiantFujitsu PRIMERGY Infrastructure options from leading enterprise brands Seamless extensibility to/from colocation environments Access to ecosystem of 140 network service providers One-click connectivity to ecosystem of third-party services and platform...
London, United Kingdom
Entity Screening
Rapidly load and cleanse external data Automatically cleanse data from internal and external sources to prepare for optimal screening. Our system makes provision for OFAC as well as for watch- and sanction lists from different providers. Build entity screening rules swiftly Our graphical user interface makes it easy to build and configure rules......
relevant regions
Montreal, QC, Canada
EquiSoft Connect
This Is the Solution You’ve Been Waiting For No customization required Specifically built for insurance & financial advisors Built-in pre-filled and fillable industry forms Gateways & data integrationCompliance automation & collaboration Loaded with all the features advisors need, without irrelevant extras Prebuilt, Deployed and Ready to Boost Productivity Auto-Integrate Your Book of Business Into the CRM Seamlessly pull client......
London, United Kingdom
ESG Analytics Platform
Investors need to keep up with ever-changing sustainability regulations and frameworks such as the SFDR which requires them to report on over 50 metrics at the portfolio level. Our platform acts as an automated ESG analyst team which can support investors through the whole ESG investment lifecycle and save them a significant amount of......
relevant regions
Zurich, Switzerland
ESG Data
Fighting climate change is one of the most important goals on the global political agenda, with social and governance factors also being hot topics. This has instigated a global shift in the financial sector towards sustainable investment strategies, and the choice for future-oriented investors is expected to keep on growing.......
relevant regions
Piscataway, NJ, United States
ESG Edge
ESG Edge finds relevant data with a simple ‘google’ like search With just the company ISIN or website, get real-time comprehensive and up-to-date sustainability insights from unstructured and fragmented sources in the public domain, for your investment portfolios, eliminating any blind spots. Our tool is powerful enough to run company sustainability......
relevant regions
Hamilton, Bermuda
ESG Portal
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,......
Zurich, Switzerland
ESG Ratings for Real Estate Financing
Empowering banks, insurance, real estate, and asset management companies to make informed decisions and drive sustainable growth. Our comprehensive ESG ratings deliver transparency and insights for property portfolio management, benchmarked to national and international sustainability standards. AI-powered data management and advanced data analytics allow our clients to optimize their portfolios,......
relevant regions
San Mateo, CA, United States
E-signature
Capture signatures, and revenue. In every workflow, the last hurdle to be cleared before reaching the finish line is filling in a simple dotted line. Let’s put an end to those delays and issues. With effortless eSignature, you can capture the electronic signatures you need, quickly and securely so you can......
relevant regions
Zug, Switzerland
Etops for Asset Managers
Etops for asset managers Managers, regulators and clients have a growing need for comprehensive and timely reports. This requires accurate and current data provided to and optimized for your investment management system. Etops AI powered technology together with the experienced back office team represents the ideal combination of engineering and services to master the challenges the......
relevant regions
Zug, Switzerland
Etops for Banks
Etops for banks Private banking Etops delivers tailor-made reporting and data warehouse solutions, interactive dashboards for management and client information, mobile apps, and much more … contact us for more information. EAM desk Etops helps to tackle the ever-increasing demands raised by the external asset managers by establishing multi-banking interfaces and appropriate back-office services together......
relevant regions
Zug, Switzerland
Etops for Family Offices
Etops for family offices Delivering comprehensive wealth management services which look at every financial aspect of an ultra-wealthy person’s or family’s life, requires a lot of data, analysis and the ability to produce attractive and conclusive reports. In addition, many family members ask for digital access via desktop and mobile devices. Etops multi-banking solution collects and......
relevant regions
Zug, Switzerland
Etops for Wealth Managers
Etops for wealth managers Facing more and more regulations, the independent wealth managers need to find ways how to deal with these challenges. State-of-the-art technology helps to meet all the compliance requirements and to concentrate on the actual business at the same time. But all these solutions require data - data from......
relevant regions
New York, NY, United States
EU GDPR
Compliance simplified The adoption by the European Parliament of the General Data Protection Regulation (GDPR) has profound repercussions for digital privacy on both sides of the Atlantic. Any sustainable approach to meeting EU GDPR requirements involves aligning compliance mandates with clearly defined policies and consistent technical processes. BigID provides the centralized view into......
relevant regions
Atlanta, GA, United States
eVestment Research Management
Centralize your manager research assets. Findability sounds like a tech term, but it’s actually a problem many research teams face every day. They know they have deep research on a strategy or manager, but it’s just not findable. It’s hidden on a chaotic shared drive or dispersed across analysts. Bring efficiency to......
London, United Kingdom
Evolution Catalyze
The challenge Extracting financial data requires reading and understanding financial statements such as balance sheets, cash flow and income statements. Automating this process requires an understanding of financial terminology and the ability to read complex financial tables. The solution Our solution extracts data from financial documents with 99.5% accuracy. Evolution Transcribe reads complex financial tables......
relevant regions
London, United Kingdom
eXate
What we do eXate protect data on an attribute by attribute basis, allowing for the separation of application security from data security. Unique in that the solution has been designed for micro data and global complex organisations with imperfect data, eXate provides data access controls to ensure that sensitive data attributes (such as names, addresses......
Arlington, TX, United States
ExecView
First Rate ExecView is an automated oversight and surveillance solution for wealth management firms. It allows you to analyze advisor performance and risk exposures, assess trends and identify outliers and exceptions, as well as meet your firm’s surveillance needs in the context of increasing regulatory scrutiny. Firms can customize views by using filters and select......
relevant regions
Wilton, CT, United States
Extraction as a Service
Our Extraction Service retrieves content from your systems, manages extraction, quality control and delivers structured data into your systems....
relevant regions
New Malden, United Kingdom
Factbook Analytics
All the data is automatically updated and maintained, ensuring consistency and integrity, at all times. An almost limitless data repository and calculation engine powers Factbook Analytics™, providing a streamlined and comprehensive platform from which to conduct powerful analysis and create effective charts and reports. Factbook Analytics™ will open up a whole......
relevant regions
New Malden, United Kingdom
Factbook Data Management
Factbook Data Management™ is the building block which enables our clients to develop a data management strategy that provides unsurpassed data collection and control, data accessibly and workflow management whilst turning data management and distribution into a strategic and attainable competitive advantage. Data management is now firmly on the agenda of......
relevant regions
New Malden, United Kingdom
Factbook Feeds
The increasing number and variety of fund platforms and the complexity of distribution partnerships is becoming an everyday part of the investment management landscape. Ensure accurate fund information is always delivered to your distribution partners on time and without fuss by utilising our Factbook Feeds™ solution. Relationships and reputations can be......
relevant regions
Mountain View, CA, United States
Family Office
For single family offices Ultra-high-net-worth families invest with sophistication. We’re here to help you serve their unique needs. All your data in a single place, securely Create greater transparency by centralizing the family office’s financial information in a single place. Make more informed decisions Instantly analyze and visualize portfolio data. Immediately assess your exposure, understand......
relevant regions
Great Falls, VA, United States
Family Offices
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
Chicago, IL, United States
Family Office Technology Solutions
Data management, performance monitoring, aggregation and reporting are each challenges for most family offices. We have designed a suite of award-winning technology solutions for family offices in order to address these challenges. These technology solutions can help you manage workflows more seamlessly and reduce friction in day-to-day office operations. Our systems,......
relevant regions
Lake Success, NY, United States
FASTNET
Securities-based lending is a valuable source of revenue for wealth managers. But with growing demand and potential market volatility without robust risk management, SBL can carry unique risks. FASTNET is built to help you manage the realities of growing your business—supporting every phase of the SBL process. From collateral evaluation......
relevant regions
Milton Park, United Kingdom
Fastrak
Fastrak reports for wealth management firms For wealth management firms who want to provide clients with reports across all investment platforms they operate. Fastrak is a client reporting solution that provides significant efficiencies and enables the delivery of high-quality, fully customised client annual reporting. Unlike standard CRM systems or manually produced reports, Fastrak......
relevant regions
Singapore, Singapore
Fencore DataHub
Fencore DataHub is the next generation cloud-native no-code data management platform built for financial institutions. It caters for a wide array of use cases such as managing reference, market and investment data, building masters, data reconciliation, data optimisation, data migrations, complying with regulations and much more. Its advanced design allows......
relevant regions
Singapore, Singapore
FenDQ
Fencore's FenDQ platform allows you to carry out advanced data quality checks and measurements on your firm's data sets without the need to import or move them. Leave your existing architecture in place, but enjoy a new level of confidence in the accuracy and reliability of your data. Integrates with existing......
relevant regions
Singapore, Singapore
FenRecon
Fencore's FenRecon platform provides lightweight speed and flexibility to your reconciliation needs. Built on the same technology backbone as the Fencore DataHub, it offers some of the same powerful capabilities condensed into a tactical plug-and-play application. Flexible and robust connectors for data importing Advanced matching and exception management Low time to market with......
relevant regions
Oakland Gardens, NY, United States
FIASS
Financial integration as a service for financial institutions seeking a streamlined aggregation system that is cost effective and scalable. Aggregation of back office financial systems (assets, holdings, etc) into a central CRM. Middle office systems integrated into an enterprise CRM....
Stockholm, Sweden
Fides
An ecosystem that works for everyone Customer centricity and control Your customers are front and center with full control over whom they share their data with on the ecosystem, and always with the ability to revoke data access. Integration with integrity Fides integrates seamlessly with existing back office and CRM systems, allowing maximum coverage......
relevant regions
Thane, India
Financial API Gateway
Financial API Gateway A gateway for your service oriented architecture with 25+ pre-built microservices for regulatory and fintech services. Shorter learning curve Save 300 to 500 days. You save time spent on reading, understanding & testing each API from insufficient documentation. No support calls Save 250 to 500 hours. You save the effort of multiple people joining......
London, United Kingdom
Financial Crime & Conduct Risk
Financial regulators, law enforcement and banks struggle to detect ever more sophisticated criminal schemes in a more fast-paced world. More data is being generated leaving traces of activity, but current methods for filtering signal from noise are insufficient. Why choose between increasing the efficiency and increasing the effectiveness of your AML......
relevant regions
Copenhagen, Denmark
Financial Institutions
Our value towards Financial Institutions Performativ offers a versatile solution that can seamlessly integrate with and complement the existing tech stack of large financial institutions in multiple ways. Whether the institution seeks to utilize Performativ as a powerful back-end data consolidation engine or leverage it as the front-end interface to provide......
relevant regions
Darien, CT, United States
Financial Reporting
In Spanish, Mirador means "a tower designed to command an extensive view." We live up to our name by providing award-winning business intelligence that allows you to get an unparalleled vantage point for your financial assets. Our unique perspective comes from a thorough knowledge of financial instruments, experience managing systems......
relevant regions
Redwood City, CA, United States
Financial Wellness
Comprised of the leading Financial Data Platform, AI-powered FinApp series, and APIs, our solutions enable Financial Service Providers to coach consumers toward financial wellness. Access to the Best, Most Comprehensive DataLeverage over 17,000 global data sources comprised of an unparalleled breadth, depth, and variety of financial accounts. Powered by Personalized Financial Insights New......
relevant regions
Santiago, Chile
Finantech
Our Platform Advantage Easily analyze an investment portfolio, make accurate financial decisions. Aggregation & Reconciliation We add the information of positions and transactions of all its custodians, standardizing the information to a unique format. This allows us to reconcile positions and valuations. Portfolio Analysis Regardless of the complexity of your portfolio, we can calculate performance......
relevant regions
Milton Park, United Kingdom
FINIO
FINIO is the award-winning data hub that connects investment platforms with software providers and advisory firms for the flow of investment data. It helps the wealth management sector become more efficient, integrated and enables the flow of complex investment data that is increasingly required to power today’s software systems. FINIO offers significant benefits to... Investment platforms......
relevant regions
Philadelphia, PA, United States
Finity360
Helping capital markets firms, FCMs and credit unions succeed We developed Finity360 to make mission-critical data more secure, accessible and valuable as financial services organizations face limitations in prevalent legacy operating environments. Finity360 is a suite of secure, cloud-based data management solutions that provide a highly scalable and customizable way for firms to......
relevant regions
London, United Kingdom
Finley AI
Finley AI is a privacy-focused, all-in-one financial AI agent accessible via a secure enterprise-grade API and platform. Expertly trained on financial datasets and working with financial regulators, Finley AI provides up-to-date financial knowledge and insights on stocks, investments, and market trends through intuitive conversations. Its superior vision capabilities allow for the......
relevant regions
Boston, MA, United States
FinMason API
THE ANALYTICS YOU NEED - JUST AN API CALL AWAY Integrate one of the largest datasets in the industry. Our simple API puts any investment analytic anywhere in your product with just a few key strokes. Begin incorporating them into development right away and drastically cut down your time-to-market. OWN YOUR CLIENT......
Lehi, UT, United States
Santiago, Chile
Fintree
Connectivity We provide connectivity with the world's leading banks, both in the United States, Europe, and Chile, making Fintree an essential tool for international businesses in the digital age. Clarity and Simplicity Our clients can access a wealth of clear and relevant information to make informed decisions about their investments. Additionally, they can......
relevant regions
Catalonia, Spain
Flanks for Advisors
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,......
London, United Kingdom
Foreign Exchange Rates
The service covers 168 currencies, including Euro legacy ones. You can customise the file to only include your selected currencies, your preferred base rate USD, GBP, or EUR, or add extra fields like the reverse rate. Automated delivery Choose to take an end-of-day file, two files a day at 6 am......
relevant regions
London, United Kingdom
Foreign Marginable Securities
Built under Rule 15c3-1 covering all securities in countries eligible for the FTSE World Index, which satisfy the requirements of Rule 15c3-1, namely those stocks with a market capitalization of $500 million and a volume of 100,000....
relevant regions
New York, NY, United States
ForwardLane
ForwardLane’s users are financial service professionals that need assistance in prioritizing their workflow and providing high levels of proactive, personalized service to their clients. As a wealth manager, you know your high priority clients, but do you know who you should be speaking to, when you should be speaking to......
relevant regions
Winnersh, United Kingdom
FullCircl API
Are you still ahead of your customers’ needs? No more abandoned applications - Avoid asking too many questions during the onboarding process to avoid sharp drop-off rates. Stop wasting time with inaccuracies - Fill in the gaps with powerful augmentation and conflation impossible to access elsewhere. Onboard the right customers, at pace - Instantly remove customers......
relevant regions
Wilton, CT, United States
Full Service Alts
Consent and harvesting Digital consent and LOA management Harvesting of 100% of documents Locations include portals, emails and file locations Solves for most multi-factor-authentication Extraction and reconciliation Extraction of transactions from documents Includes PDF's, XLS and password protected Transaction accounting reconciliation 40 additional quality and completion controls Online transparency Real-time operational transparency Secure collaboration Service level reporting Data and document delivery 20 pre-integrated and custom......
relevant regions
London, United Kingdom
Fundi Data Management
Fundi Data Management is your core data platform It lets you collect, store, distribute, and verify all your static and dynamic product data from one place, so you can slash admin, stay compliant, and be more efficient, effective, and agile. Flexible Data Schema - Delivers data governance out of the box and......
relevant regions
New York, NY, United States
FundRecs Fusion
Receive data Automatically process all file types including XLS, CSV, SWIFT, PDF, TXT, XML, DAT and more... Recieve files via SFTP, FTP, API (available soon), email or manual upload. Transform Use our visual tool and natural language rules to transform, combine and enrich your data. Replicate all the functionality that you use in Excel. Filter,......
relevant regions
Sydney, NSW, Australia
Fuse
Bridging your investment data to external systems and stakeholders Data transformation and delivery Automated data quality and consistency checks System agnostic – we can receive from and deliver to any platform Gap analysis of existing data sources against external requirements Consultation with internal teams to address gaps Reallocate your resources to core activities and revenue generating......
Stamford, CT, United States
General Ledger
Let your accounting system report on everything except for financial investments. Let us become the source of truth and provide all sorts of analytics on financial investments. We then generate General Ledger (GL) entries on all the financial investments. Create a trade blotter from the General Ledger....
relevant regions
London, United Kingdom
Geopolitical Risk Forecasting
The geopolitical risk series resorts to weighted metrics to evaluate, score and rank countries according to political, economic and financial risks. The composite score is derived from benchmarking against ICRG’s 32 risk types for each country. The ICRG methodology integrates political and financial risk variables such as real GDP growth, inflation,......
relevant regions
Zurich, Switzerland
Global Corporate Actions
Aggregated from all major financial markets, our corporate actions data is structured to maximize the automation of operations. This enables firms to handle the growing volume and complexity of corporate actions. SIX processed over 8.4 million corporate action events processed in 2019. Our data enters the SIX quality control lifecycle from......
relevant regions
London, United Kingdom
Global Market Holidays and Timings
The Global Market Holidays and Timings service is divided in 5 products and provides accurate information on holiday observances affecting financial institutions such as Exchanges Trading Venues, Banks, Settlements and Currency Traders. Using the detailed settlement and institution notes, firms can automatically calculate the next trading day after any institutional holiday. Subscribers......
relevant regions
San Francisco, CA, United States
Global Shareholding Disclosures
To comply, they must consider intricate corporate hierarchies, complex fund structures, and exposure to jurisdiction-specific scenarios: Significant shareholdings Short positions Takeover panels Sensitive industries SEC Form 13-F Firms must marshal requisite position, market, reference, hierarchy, and legal-rules data to successfully monitor huge disclosure volumes and withstand regulatory examinations. To minimize their current operational risk and prepare for......
relevant regions
New York, NY, United States
GoldenSource EDM for Banks & Brokers
The new reality of highly volatile market conditions requires banks and brokers to have a better handle on their financial data management. They need a complete understanding of their business, risks and operational efficiency to effectively compete and navigate today’s risk and regulatory environment. The scalability and coverage of the......
New York, NY, United States
GoldenSource EDM for Capital Market Service Providers
With enterprise level managed data services, our clients develop new client revenue streams and systematize internal operations efficiency to increase operating margin. In today’s hyper industrious market, data is a strategic asset, not just an operational necessity. We deliver the gold standard of data management for capital markets service providers......
New York, NY, United States
GoldenSource EDM for Investment Management
GoldenSource investment management solutions deliver accurate, complete, transparent data that allow investment managers to make better decisions. A rock solid data governance strategy is a must to meet regulatory and operational demands. Our software scrubs raw data from multiple sources and delivers a golden copy to our clients that they......
San Jose, CA, United States
GRACE Compliance Management
Ensure that the organization is in compliance to all the regulatory requirements by keeping track of regulation, centrally administering policies and procedures to address the regulations, providing forms for the staff to report and take approvals for various activities including pre-trade requests, private placement requests, gifts, political contributions, their outside......
relevant regions
San Jose, CA, United States
GRACE for IT Risk / Privacy Management
GDPR, California Consumer Privacy Act, Canadian Privacy Act PiPEDA and other worldwide privacy laws that are being released, mandate organizations have stringent security over client information whether being managed internally or by vendors. Keep track of data inventory and the protection in place for them, client consent to the use of......
relevant regions
Wilton, CT, United States
Harvesting as a Service
Our Harvesting services use advanced automation and operations teams to deliver fully tracked documents to your systems....
relevant regions
Zurich, Switzerland
HawkEye
Data Platform The Data Platform provides convenient and secure access to reliable high-quality data from multiple custodians, booking centres and crypto exchanges, via an OpenWealth compliant API layer. Asset Servicing Platform The Asset Servicing module enables back-office teams to enrich the Hawkeye data with manually booked non-bankable assets, fees, corrections or price updates. Analytics......
relevant regions
Wilton, CT, United States
Held Away Agg
Sources Eliminate dependency on low quality screen scraping Include alternatives in your client reports Expand coverage to less known custodians Processing Performance-ready data quality Normalized to your standards Delivered to 20 pre-integrated industry systems ...
relevant regions
Geneva, Switzerland
Horizon
To provide its services, DAPM uses its proprietary platform Horizon. The platform offers, among others, the following features/advantages: A single integrated dashboard All your assets in one place A user-friendly administration console to centrally monitor your assets Online access Wherever you are, you can connect yourself to the platform Daily updated prices, transactions and performance so......
relevant regions
Sydney, NSW, Australia
HyperScience
Do business better Why waste the time of your highly skilled staff on manual data entry when they could be working on business-critical tasks? It doesn’t have to be that way. Hyperscience gives you faster access to more accurate and complete data, by automatically extracting the all details you need from......
relevant regions
Melbourne, VIC, Australia
illion Open Data solutions
Leveraging Open Data Solution’s suite of products, businesses can achieve fast, secure and extensive data to aid in lending and verification processes. Independently tested and audited by external security experts, security is a driving priority. Data is encrypted with bank-level 256-bit encryption, secured by 2048-bit keys. Using Open Data Solution’s proprietary technology......
relevant regions
Boston, MA, United States
Immuta for Financial Services
Data access control Immuta pioneered the category of automated, fine-grained access control over sensitive data. Now, data teams in financial services can ensure analysts have the right level of access to the right data, without making copies, struggling with complex role-based access, or adding new tools or data infrastructure. Fine-grained auditing &......
Fremont, CA, United States
Impact Cloud
It all starts with data Forget exporting and importing spreadsheets manually. Use our inbuilt data connectors that seamlessly pull data on a continuous basis from 200+ data sources. Online or offline, in databases or surveys, you are covered and align with Impact Management Project 5 dimensions of Impact for better communication. Introducing......
relevant regions
San Francisco, CA, United States
InCountry Profile
Every country has unique laws regulating how profile, payments, transaction, health and employee data are stored and handled. InCountry has the expertise to help you navigate them with ease using local, secure storage. InCountry’s managed service provider offering. Rest assured with dedicated and secure infrastructure in every country you operate. Compliant Store user......
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Sydney, NSW, Australia
Insight
Get the competitive edge Experience the benefit of Insight, with Umalut’s visual business intelligence (BI) dashboards. Visually presenting real-time data from every area of your business, a BI dashboard enables you to make reliable and informed business decisions that blow away your competition. Why Your Business Needs Insight Get the full picture How can......
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Denver, CO, United States
Integrate
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......
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New York, NY, United States
IntegrationCenter™ and Dynamic Data Warehouse™
ControllerView (CV) delivers data lineage, risk aggregation, workflow automation, validation and audit functionality and supports disclosures in multiple formats, including XBRL. These features support data and process governance and seamlessly integrate client’s source data from disparate systems and geographical locations without forcing data conversion. The high-performance platform transparently aggregates client’s......
Thawill, Switzerland
Integrator Cockpit
High level overview Be greeted by a beautiful dashboard that summarizes all the information of the current day. See which custodian downloads have already been completed. See how many messages have been successfully processed. See an overview of any open tasks of the day. Assign tasks within the team and manage the workflow. Issue detection See if......
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West Chester, PA, United States
Interactive Dashboards
Dashboards Built With A Purpose Having operational data available in an easy format streamlines processes and promotes transparency. STP’s interactive dashboards give you at-a-glance information that improves oversight and operation control. Interactive Dashboards STP’s dashboarding engine also empowers end users to create custom views on the fly. All widgets are interactive, configurable and ......
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Melbourne, VIC, Australia
Investigate
Inspire a company-wide data culture by executing fast and high impact change. Data quality transformation is a leadership, management and cultural reform that commands a motivating trajectory. Embed lasting change with Investigate by accelerating tangible victories. 30-Day data quality acceletation Connect organisation-wide applications and structured datasets to Investigate in hours. Avoid time-intensive ETL's......
Copenhagen, Denmark
Investment Advisors
Our value towards Investment Advisors Performativ is an invaluable tool for financial advisors who manage a substantial client base. Financial advisors often face the challenge of efficiently serving a large number of clients while providing personalized and insightful guidance. Performativ simplifies this task by offering robust portfolio management and reporting capabilities.......
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Sarasota, FL, United States
Investment Analytics
Performance & Attribution Developed by experts in the field to provide precision and economically meaningful analytics. Compare fund and benchmark data Ensure accurate performance Deploy Brinson (BHB, BF or Advanced) attribution analysis Analyze any investment strategy with the universal asset coverage Ex-Post Return & Risk Analytics Perform ex-post return and risk characteristics analysis for any given stream of returns. Measure a strategy's alpha Calculate Modern Portfolio Theory......
London, United Kingdom
Investment Funds NAVs
Typical client profile includes but is not limited to: Audit Firms Back-office System Providers Data Providers Family Offices Fund Research Companies Fund Supermarkets Independent Valuation Services Index Providers Risk Managers Software Providers Stockbrokers Wealth Managers ...
relevant regions
West Chester, PA, United States
Investment Operations Outsourcing
Fund Services Fund Administration • Shadow Accounting • Portfolio NAV Calculations • Feeder NAV & Investor Allocations Trading Central Trading Desk • Pre-trade Compliance • Commission Tracking • Broker-Routing • TCA Reporting Compliance ADVs • 13F/H Filings • Compliance Manual • Personal Trading Policies • Code of Ethics • Audit Support Reconciliation Automated Matching & Break Resolution......
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Stamford, CT, United States
Investment Reporting
So, we are happy to create reports to meet any specific requirement. There is a manhour linked cost for them, or you can build these reports by yourself or utilize CoPilot AI to get these build automatically for you....
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Soborg, Denmark
Investment Reporting
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......
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Zurich, Switzerland
Investment & Sales Analytics
Investment analytics: Control exposure: This module gives advisors the ability to understand the exposure of their client book along various dimensions, for different levels of aggregation, from individual portfolios to the book level. Spot and act on trends: The client advisor can create multiple queries on filters such as instrument, position, client......
Pittsburgh, PA, United States
Investor Communications
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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Redwood City, CA, United States
Investor Data Analytics
Alternative Data Analytics for Investment Decisions Envestnet | Yodlee Data Analytics enables investors to gain a competitive edge with timely, unique, and accurate market insights, spending, and income data analytics so they can better manage investments on behalf of their customers. By turning de-identified data into insights, we enable asset, investment, and......
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Brooklyn, NY, United States
Invisage
Increase your success with Althub Invisage Data from any source Auto AI-driven insights Distribution ready The Invisage platform by Althub is the first data transformation and verification platform in the market purpose-built for companies to monetize their data. In 3 easy steps, we take you from unstructured raw data to getting your new data product in front of......
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Tampa, FL, United States
iPaladin®
iPaladin’s Digital Governance Environment provides a unique mental model system that visually organizes the digital family office to dynamically express how families own and hold their wealth. Each family member and wealth unit is digitally replicated in an iPaladin Collection. Professionals impose critical facts into each Collection such that its strategic purpose......
Greenwich, CT, United States
iPM Epic®
iPM Epic® has been architected to work effectively with a wide variety of large data sets, both internal and external to the investment management firm, which are routinely used within investment management with great effort and with the significant expenditure of resources. INDATA’s iPM Epic software suite is based on the......
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London, United Kingdom
ipushpull Workflow Automation
From off-the-shelf live data-as-a-service to custom B2B workflow automation, with ipushpull you can deliver real-time solutions both for your internal teams and for your customers or financial counterparties. Improve efficiency by connecting services, platforms and applications into a secure, unified, live environment, eliminating emails and file sharing and replacing costly......
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London, United Kingdom
ITRS Log Analytics
Monitor & alert ITRS Log Analytics observe in real time and alert on anomalies, spikes, or other patterns of interest. Analyse & report ITRS Log Analytics gives you a fully transparent overview of your logs, their analysis and reporting – at any scale. Seamless integration ITRS Log Analytics offer seamless integration with third party tools as well......
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London, United Kingdom
ITRS Obcerv
Make the most out of your data with intelligent storage Intelligent correlation of data from disparate sources, powerful meta-tagging and best-of breed centralized dashboarding allows you to store, collate, contextualise and view your data. Save money on data storage Data compression ensures that storage costs are affordable, without compromising on reliability. Understand and fix......
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London, United Kingdom
ITRS Real User Monitoring
Harness your users' experience Harness your actual users' experience and collect and quantify website performance and user data directly from your site’s visitors with Real User Monitoring (RUM). Website speed per country See your user concentrations and website performance based on location. Compare your website performance throughout different countries and improve accordingly. Also, for......
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Galway, Ireland
Joulica for Financial Services
Break down data silos To thrive in today’s hyper-competitive environment requires data that is accessible, timely, analyzable, and actionable. Despite their strategic embrace of big data and machine learning, for many the data remains locked down in organizational silos and legacy systems, impeded by people and processes or slowed by inefficient......
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New York, NY, United States
KAI Platform
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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Cambridge, MA, United States
Kensho Financial Analytics Software
Kensho Financial Analytics Software deploys scalable analytics systems across the most critical commercial institutions in the world....
Phoenixville, PA, United States
KnowLedger
Configure an automated data feed from your investment accounts to your GL with intelligent, rules-based data management that improves the detail, accuracy and speed of keeping your GL up-to-date. Are you often delayed in providing your cash forecasting and investment reporting because you are spending too much time and effort keying......
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Somerville, MA, United States
KonaSearch
Find the information you need to run your business without ever leaving Salesforce: all objects and files, multiple orgs, SharePoint, Google Drive, databases, legacy apps, OCR, etc. Then turn your search into action through deep search automation. Kona Studio Consumer search is tailored to individual behavior, but organizations are more interested in......
Reading, United Kingdom
Konsentus
Are they who they say they are? Identifying Third Party Providers and their current regulatory status before sharing customer data is essential. Any data breaches could result in brand and reputational damage or regulatory sanctions and fines. How can you protect your customers by sharing the right data in the right way......
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New York, NY, United States
Koyfin
Complete data coverage all in one place Koyfin is the only resource you need for a full picture of the financial markets. Stocks US and Canadian equities including live prices, fundamentals, valuation and consensus estimates. ETFs US ETFs including lives prices, flows, constituents and contribution. Mutual funds US-listed mutuals funds including prices, descriptions and constituents. Fixed income Global government......
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Rotterdam, Netherlands
KYC & Compliance Suite
At Blanco, we’re developing financial technology with humans in mind. That’s why we’ve come up with a client data management solution that focuses on an ultimate user experience: our KYC & Compliance Suite automates client data collection, storage and management for you. Being compliant to KYC rules and regulations on......
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Hong Kong, China
KYC Data
KYC Data equips compliance teams with the most effective tool to protect their business against financial crime and money laundering: unmatched real-time registry access and highest-quality data from authoritative sources, all leveraged through automation. Real-time registry access Discover the most powerful and comprehensive real-time registry connector in the market. Access official company registries in 125 countries......
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London, United Kingdom
KyoLAB
Mobile messaging apps are rapidly growing as a means for business communication. The problem is that most of the popular apps are not compliant. Regulated financial services have been fined billions of dollars for misconduct since the financial crisis. Regulators reacted by demanding that all electronic communications and transactions are......
London, United Kingdom
Legacy Archive Data Management
With Legacy Archive Data Management, your existing archives, mailbox and PST data are imported and made available alongside current archive data in a single integrated cloud archive. Mimecast keeps archives in specific geographic regions and ensures that they are tamper-resistant. The result is strong compliance and powerful policies for supporting......
Austin, TX, United States
LepideAuditor
LepideAuditor – data-centric audit & protection Providing you with one consolidated solution for enterprise-level insight into your data and the surrounding systems, whether on-premise or in the cloud. Discovery & classification Find out where your most sensitive data is and why it’s sensitive. Permissions & privileges Determine who has access to what and whether access......
New York, NY, United States
Liquidnet platform
Utilize Liquidnet’s analytics platform to gain new insights and alpha generation tools from the global institutional investment network. We distill and deliver actionable analytics Fuel investment decision-making in real time. As asset management becomes more competitive, investment teams are drowning in research and analytics. With new sets available each day, it’s essential to......
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McLean, VA, United States
Logi Report
Cutting edge embedded reporting Create embedded reports with precisely positioned objects in.any layout imaginable and can scale effortlessly. Easily build custom reports for seamless embedding without any coding, while achieving secure high performance and efficient distribution. Embed highly detailed operational reports Developers can embed pixel perfect banded reports, with nested tables and visualizations,......
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Plano, TX, United States
LSLE - Data
With over 140 million rows of data, our proprietary data set consists of health and wealth life event data along with their corresponding expenses. Our proprietary algorithm (Predictive Computational Model) searches for, uncovers and correlates the most impactful events that could occur in a person's life. Today, we can predict 12......
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Zug, Switzerland
m2Advisor
Powerful portfolio Multiple custodian data aggregation Data reconciliation Proposal generation and modelling Comprehensive CRM Tag clients for marketing purposes Doc and communication repository Create reminders and to-dos Built-in compliance Customizable KYC and workflow Monitor mandates and risk Doc template generation ...
relevant regions
Zug, Switzerland
m2Data
Data feeds from the world’s financial institutions Aggregate any data source - internal and external One standardized format for all data feeds Reliable delivery/availability by 09:00 every day Easy to implement We help by adapting the different originating formats and protocols from all the different sources into one standardized format. Quick turnaround time Our data formats can be......
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Zug, Switzerland
m2Hub
Cleansed and enriched data - using applied AI Aggregate any data source - internal and external Advanced wealth applications - desktop & digital IT friendly - embed via API, plug-in components or go 'Cloud' Automation to slash costs - robo back-office Incremental revolution Incrementally deploy key business objects into a trusted SSOT as a new agile data architecture overlaying and supporting existing IT......
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New York, NY, United States
Managed Data Services
Data warehouse - unlimited compute, scale without limits. At the heart of the platform is the Snowflake Data Warehouse engine, the on-demand scaling SaaS solution is runs on any cloud provider; AWS, Azure or Google Cloud. The virtual warehouse approach allows you to scale compute vertically or horizontally while keeping a......
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Pittsburgh, PA, United States
Managed Services
Performance reporting outsourcing service Increase efficiency and scale while reducing costs and risk Apply structure and additional controls to your Performance Reporting workflow. Focus on your core competencies while our performance experts implement practices that allow your business to scale efficiently without adding staff. Elevate service levels by streamlining processes, reducing manual......
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London, United Kingdom
Managed Services
Many organisations struggle to optimise multiple systems and processes to keep up with growing and evolving regulatory obligations, data volumes, and business complexity. System maintenance and precious time spent chasing files, resolving errors, and duplicating manual, non-value adding work can stretch teams thin and increase risk without the proper audit......
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Melbourne, VIC, Australia
Market Data
Iress Market Data serves a wide spectrum of participants with varying requirements. From wealth mangers needing an up-to-date portfolio valuation, to traders assessing positions they hold and research analysts looking to assess companies or securities so they can make recommendations. Iress connects to global exchanges and data vendors to process live......
relevant regions
San Mateo, CA, United States
Market Data APIs
45 web services Find the data you need easy. Search by asset class, data type and region. Drill down to see coverage and data sources. Powered by AWS Our APIs are hosted in Amazon Web Services – so scalability and security is not a concern. We handle an astonishing one billion client API......
San Mateo, CA, United States
Market Data Cloud Platform
Let Xignite help you optimize your data spend by intelligently analyzing usage and consumption patterns and eliminating duplicate data requests—such as those generated against Bloomberg Data License. The Xignite Market Data Cloud is a cloud-based, managed platform that gives you full transparency of the reference and market data distributed across......
Grenoble, France
Market Data Consolidation API
We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in the cloud. They......
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San Francisco, CA, United States
Marketing Cloud
Discover why Marketing Cloud is the #1 marketing platform Data that’s actionable Customer Data Platform Marketing Analytics Personalisation that scales Marketing Cloud Engagement Marketing AI Personalisation Marketing that’s connected B2B Marketing Automation Customer Loyalty ...
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New York, NY, United States
Masttro
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......
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San Francisco, CA, United States
Matik Platform
Connect to a Data Source - Connect to any data source Connect to a data warehouse, REST API, Salesforce, Google Sheets or BI tool - No ingestion, just querying Matik doesn’t ingest data making implementation easy Create Insights - Turn data into insights Define insights as simple field lookups or complex SQL queries - Create insights in any form Transform data......
Melbourne, VIC, Australia
Meeco for Enterprise
Introducing Meeco Labs The Meeco Labs program provides organisations an opportunity to test hypotheses and prove business value prior to making substantial investments. It is a custom designed process and pathway to new products, services, experiences and business models. Utilising the Meeco Platform and API suite, consent exchanged customer or citizen data......
relevant regions
London, United Kingdom
Mergermarket Envision
Mergers and acquisitions Analyse M&A activity by region, value, advisor rankings and top deals. ...
Hamburg, Germany
MessagePlus/Open
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......
El Segundo, CA, United States
Middle and Back Office Outsourcing
Increase efficiency, reduce costs by outsourcing your operations As an investment management company, your goal is to generate returns for your clients, and revenue for your organization. A functioning middle- and back-office plays a crucial role in achieving those objectives. However, tasks like reconciliation and performance reporting can be costly, time-consuming, and......
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Sydney, NSW, Australia
Migrate
Get organised with Migrate Drowning in archive boxes and hard drives of old client records? We’ll save you! Our Migrate service digitises your old client records, sets up Xplan as your System of Record and maps a path for your business toward ASIC and licensee compliance - all without you having......
relevant regions
Charleston, SC, United States
Milemarker
Data services One of the biggest problems in business today is the disconnect between those who know how to prepare data for analysis, and those who make decisions based on the analyses and insights that data provides. You can bridge that gap and become Data Powered™️ through the right business intelligence......
relevant regions
Tel Aviv, Israel
Modelity Unicost
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
Amsterdam, Netherlands
Modular Data Centre
1. Lower the entry cost of data centre capacity 2. Shift costs from CapEx to OpEx 3. Have access to rapid deployment Built from pre-fabricated superstructure elements for assembly on-site Deploys onto green field sites or into existing buildings Integrates infrastructure components from globally significant manufacturers Seamlessly expandable modules from 50 kW through 1 MW or......
Henley-in-Arden, United Kingdom
moneyinfo wealth
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,......
relevant regions
Singapore, Singapore
Moneythor
Moneythor enables financial institutions to deliver improved functionality and experience to their customers across their digital channels. Personalized recommendations & insights A white-labelled solution to help financial institutions deliver contextual recommendations & insights to their customers within their existing online & mobile banking applications. Web, Mobile & API A flexible framework to enhance the......
London, United Kingdom
Monitor
Your window into user behaviour Our intuitive UI makes analysing conversations and reporting simple Armed with our advanced communications surveillance portal, administrators and compliance teams can dive deeper into their organisation’s data, reconstruct trades and produce on demand reports for regulators. Communication surveillance Realise the power of surveillance It's time to start operating smarter. Save......
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Chicago, IL, United States
Morningstar® ByAllAccounts
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
Chicago, IL, United States
Morningstar Commodities and Energy
One secure product for all your data needs The heart of our product is Marketplace, an API-based, centralized, and SOC1-compliant data warehouse. Marketplace uses private feeds to keep your proprietary data discrete from market data, so you can access both in one place without compromising security. Outsourced data management Work with us to......
relevant regions
Chicago, IL, United States
Morningstar® Data
The data you need in one place Informed by our research expertise, we categorize our fund, company, and real-time market data on a singular methodology to enable a comprehensively mapped system of securities, collectives, and analytics. This data concordance powers the most unique and multifaceted insights. Equity data Build better portfolios with company-......
relevant regions
Chicago, IL, United States
Morningstar® Enterprise Components
Build a lasting business for tomorrow What does it mean to transform? It could be scaling your digital presence globally, or something as core as delivering a better experience for investors. No matter the goal, we know this for sure: Rapid technology innovation calls for thinking bigger than we do today. Tools......
relevant regions
New York, NY, United States
MSCI Private i® Platform
With over 30 years of expertise in alternative investments, through the acquisition of the Burgiss Group in 2023, our Private Capital Solution offers unrivaled data, analytics, and transparency that enables asset owners, asset managers, and financial intermediaries to evaluate and manage complex portfolios. With offices throughout the Americas, EMEA, and......
relevant regions
Baar, Switzerland
Multi Family Offices
Increasing volatile financial markets combined with increasing client expectations are challenges all Multi Family Offices face. The traditional model of regular reviews with clients about wealth and strategy is becoming outdated as new generations demand a more modern approach, more transparency and access to information anytime and from everywhere. There are plenty......
Copenhagen, Denmark
Multi Family Offices
Our value towards Multi Family Offices Multi-family offices benefit from Performativ's versatile wealth management solutions in several ways. MFOs often manage diverse client portfolios with varying investment goals and preferences. Performativ's customizable reporting and analytics capabilities allow MFOs to tailor their services to each client's specific needs, fostering stronger client relationships......
relevant regions
Toronto, ON, Canada
My Bank
Powered by a multifaceted intelligence engine integrating data orchestration rules engine, contextual computing, machine learning and real-time analytics, Flybits empowers teams to optimize the right content and engagements for the right audiences. Personalized contextual engagement Improve engagement and conversion across onboarding, cross-selling, services and more by mapping relevant interactions to the right......
relevant regions
Toronto, ON, Canada
My Insurance
Be one of the first insurance providers to offer your customers next-generation digital experiences with 1:1 personalized interactions across your digital channels. Drive engagement and usage of your products with a dynamic recommendation feed, pre-packaged with various relevant offers and guidance, from underwriting to claim resolution. My Insurance Experience Modules Pre-built packages......
relevant regions
Toronto, ON, Canada
My Wealth
From portfolio management to lifestyle offers, networking opportunities and advisory services, our suite of templates allow you to deliver personalized context-relevant offers and engagement to your high-value customers. Automate portfolio interactions The Portfolio Management module with My Wealth is an always-on solution that elevates customer experience by delivering highly personalized and context aware information around......
relevant regions
Derbyshire, United Kingdom
Narratives for Qlik
Through our partnership with Narrative Science, you can achieve even greater understanding from your data with Narratives for Qlik. Narratives is a Qlik Sense extension which automatically generates meaningful narratives to explain the most important and interesting information in your visualisations. The result? You can make better, faster decisions. What is Narratives......
relevant regions
Paris, France
NeoXam DataHub
NeoXam DataHub provides a set of functional modules which answer to the specific requirements of financial institutions such as investment and retail banks, asset managers, brokers, custodians or fund administrators. Consolidation and centralization of a securities master file fed from different sources, improved management of business entities (counterparties, issuers), the......
Paris, France
NeoXam IBOR
NeoXam IBOR provides buy-side organizations with trustworthy, real-time positions across asset classes and portfolios, centralizing all information into one continuously updated source. Positions and cash forecasts are available at any time of the day. Having accurate and timely position data from a single source allows investment teams to focus on their......
Paris, France
NeoXam Matching
Most financial institutions’ processes are automated and can support large volumes. However, when checking and controlling results manually, growth is correlated to resources, and larger volumes to operational risk. NeoXam Matching lowers processing costs, mitigates operational risk, increases controls scalability, accuracy and straight through processing rates. NeoXam Matching provides functionality for......
Toronto, ON, Canada
NexJ Customer Data Management (CDM)
NexJ Customer Data Management (CDM) is a modern enterprise integration platform that helps firms make better sense and use of the customer data. With NexJ CDM, organizations can create a holistic enterprise customer view across regions, product lines, and channels, integrating demographic, interaction, transaction, relationship and social data. An enterprise customer view......
New York, NY, United States
Nines for Family Offices
You strive for household continuity. Whether you’re hands-on or only involved in the back office operations of the household, Nines gives you one system of record where you have control, oversight, and the ability to keep a valuable historical record. Discerning families and family offices use Nines as a centralized household manual and......
relevant regions
Derbyshire, United Kingdom
NodeGraph
To run a successful business intelligence (BI) strategy, trust in your data is paramount. If you can’t be sure the data you are querying is correct, then you cannot be sure of your business decisions. That’s where NodeGraph, and its ability to trace data from source, comes in. NodeGraph is a......
relevant regions
London, United Kingdom
Non-US Investment Funds
Our current active universe stands at approximately 93,500 share class funds made up of: 13,500 UK Funds 30,000 Irish Funds 50,000 Luxembourg Funds Until recently, EDI provided closed-end fund and ETF information that were exchange-traded. In 2021, EDI launched the new, covering open-ended funds to expand our services We also provide EDI translation services covering......
relevant regions
Sydney, NSW, Australia
ODS
For organisations with multiple legacy back office systems, attempting to combine data presents major formatting, transformation and consistency challenges. Our operational data store (ODS) is designed to optimise reporting, breaking down isolated silos of information by integrating data from multiple sources in a single structure, without discarding existing core system investment. Its......
London, United Kingdom
Offshore Reporting Funds
Data source for tax on offshore investments and Excess Reportable Income (ERI). The ORF solution transforms the time-consuming, labour-intensive tasks of identifying funds, determining tax liabilities, and reporting for foreign investments and excess reportable income (ERI) into a simple, streamlined process....
relevant regions
Vancouver, BC, Canada
OilExchange
It provides efficient transparency for governments and large producers on their complex physical oil value chains: from production and environmental impact to storage and trade. Gather comprehensive data Dedicated Apps and system integrations to efficiently collect data at production, storage and export Data Standardization and cleaning as a foundation for integrity and validity Automate......
Boston, MA, United States
OnCorps platform
OnCorps modernizes your financial services operations with automation, machine learning, and advanced data science. The solution seamlessly captures data, performs reconciliations and other calculations typically done manually, and analyzes your data with the help of machine learning algorithms and our dedicated Data Science team. Every decision is tracked within the......
relevant regions
Singapore, Singapore
OneExchange
OneExchange provides a comprehensive information exchange facility allowing data to be transferred between different systems using a variety of protocol formats. The system can be used simply to transfer data files from one location to another using standard protocols, but can also perform more complicated functions such as exchanging market......
relevant regions
Minneapolis, MN, United States
OneSumX Business Analytics
‘Fire-drill’ is a term frequently used to describe the all-consuming exercise required within financial institutions to respond to an urgent and unexpected request from senior management or supervisors. Even some regular annual processes follow the same pattern of total disruption to day-to-day functions and responsibilities. Given the siloed nature within many......
relevant regions
Toronto, ON, Canada
OpenDome
This multi-trillion-dollar new economy presents new and exciting ways for enterprises of all sizes to deepen customer engagement, build new data-driven markets and deepen relationships by delivering immersive experiences unlike any before. Welcome to OpenDome The openness and near-limitless potential of the metaverse meets Flybits’ approach to customer experience design, unifying data......
relevant regions
New York, NY, United States
OpenFinance
OpenFinance provides the complete operational service for secure and reliable collection, normalization and consolidation of highly granular data from financial services providers. The data collected includes transactions, holdings, client data, securities and fund attributes, prices, F/X rates, performance, NAV, asset classifications, benchmarks, universes, legal entities and more. OpenFinance transforms all of......
Sarasota, FL, United States
Operational Efficiency
An acronym for "Virtual Implementation Architecture", Opturo has pioneered the concept of a “Solutions Platform” that provides a stateless and modular API-based approach to designing and implementing any process or custom application. Reasons to achieve and maintain operational efficiency Effectively manage data and create services around it. Avoid data replication and redundancy by......
Boston, MA, United States
Optimizer Service
The Northfield Portfolio Optimizer enables you to create a portfolio that delivers more return for each level of risk and reflects your preferences and beliefs. Integrates with Northfield Risk Models Analyzes a portfolio's factor exposures Incorporates transaction costs, taxes, and a wide range of user imposed constraints Has features to facilitate doing large numbers......
London, United Kingdom
Option Analytics Service
This service can run tests simulation of trading strategies, generate risk and regulatory reports on portfolios of options and underlying securities, perform an in-depth analysis of options positions. Accounting firms can also use this service to their advantage, to help to calculate the amount of dividend equivalent payment and delta......
relevant regions
London, United Kingdom
Orbit China
Orbit China allows clients to harness the Orbit AI models to turn unstructured documents into defined data sets for the China equity market. Our innovative optimisation process converts unstructured documents into metadata tagged data points feeding trading models, generating alpha signals. Orbit China delivers a comprehensive package of data sets delivering......
relevant regions
London, United Kingdom
Orbit Data Studio
Our core platform, Orbit DataStudio, uses AI to turn any conceivable format or volume of unstructured data into a wealth of accurate market intelligence, providing more information, more quickly, to guide better financial decisions. Our revolutionary approach integrates large language models (LLM), such as ChatGPT, which uses deep learning and large......
relevant regions
London, United Kingdom
Orbit ESG
Incorporate innumerable alternative data sources (e.g. social media & live news feeds) to enrich company analysis, and providing an automated audit trail to fit your regulatory and compliance needs. Orbit’s workflow-controlled ESG research process provides firms with the opportunity to be far more granular, so they can truly understand if ESG......
relevant regions
Edinburgh, United Kingdom
Origo Mortality Screening
Mortality Screening Reduce fraud and identify significant savings through reduced annuity write-offs. 'Gone Away' Tracing Reunite customers with their assets by cleansing your data and keeping your customer records up-to-date. Lexis Nexis In association with Lexis Nexis, one of the leading data services companies in the UK. Helping you to manage customer data We work in association......
relevant regions
London, United Kingdom
Oversight & Supervision
Financial regulators have access to increasingly large and complex datasets which need to be operationalised into ongoing monitoring and risk analysis. Supervisory Technology (SupTech) analytics encompass a set of technologies that enable financial authorities to investigate the increased volume of data now available, to refine policy, identify regulatory concerns and mitigate......
relevant regions
Palo Alto, CA, United States
Palantir Foundry
What is Palantir Foundry? Palantir Foundry is a platform that reimagines how people use data by removing the barriers between back-end data management and front-end data analysis. Foundry enables users with varying technical ability and deep subject matter expertise to work meaningfully with data. With Foundry, anyone can source, connect, and......
Palo Alto, CA, United States
Palantir Gotham
How does it work? Start with date from multiple sources Organizations have data. Lots of it. Structured data like log files, spreadsheets, and tables. Unstructured data like emails, documents, images, and videos. This data is typically stored in disconnected systems, where it rapidly diversifies in type, increases in volume, and becomes more......
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
London, United Kingdom
PCF Calculation
Key benefits Purpose built system to allows clients to gain competitive edge Full automation of PCF Calculation Required market identifiers, corporate action and dividend information Transparency on the daily calculation process and clear structured and controlled procedure delivered by via a well-established robust platform Widest range of connections to Market Makers, APs, exchanges and market......
Stamford, CT, United States
PDF Data Extraction
Iterative process of blending Prompt Engineering, Optimized AI models & Time Series analysis. Generative AI overcomes these issues and solves the problems....
relevant regions
Pittsburgh, PA, United States
Performance & Analytics
Empowered performance teams The performance team is a crucial cog in the investment lifecycle and the team is essential in critical decision-making, regulatory compliance and integrity, and building client trust. The ability to accurately measure and evaluate your portfolio’s performance is critical to your investment decisions. Performance teams need the right tools......
relevant regions
West Chester, PA, United States
Performance Dashboards
Overview STP’s performance dashboard is cutting-edge, cloud-based software that provides direct insight into our performance measurement service. Key dashboard features include: Detailed composite, portfolio, GIPS composite and benchmark views Monthly and daily performance views On-demand period to period performance return calculations Custom filtering via wildcard search, user defined fields and date related fields Drill-down based interface at......
relevant regions
West Chester, PA, United States
Performance Measurement
Implement Performance Software & Expertise Investment firms want detailed performance data to evaluate manager returns. Providing this level of information requires in-depth knowledge and subject matter expertise supported by powerful, yet easy-to-use software. STP’s Performance Measurement service combines talented, CIPM-credentialed teams and robust software covering key components....
relevant regions
Givatayim, Israel
Personetics Engage
Customer expectations from their banking providers in the digital age go beyond just access to data and ease of use. Customers want their bank to proactively offer insight and advice that can help them achieve their financial goals. Personetics Engage is a new breed of banking solution, one that truly......
relevant regions
Givatayim, Israel
Personetics Engagement Builder
The Engagement Builder enables banks to: Create personalization IP – differentiate from competitors Bring innovation in house – design custom insights without custom development Stay relevant – target specific customer segments or fulfill campaigns by connecting to bank data sources Distribute across all banking channels, institution entities and geographies The power of the engagement builder Data......
relevant regions
Geneva, Switzerland
PMplus
A single system for all of your requirements, it’s as simple as that. Internally crafted, PMplus state-of-the-art solution is developed on the most advanced technologies to accompany you into the future. State-of-the-art technological architecture Dedicated hosting by top-tier data center Market data and custodian banks exhaustive interfaces ...
relevant regions
London, United Kingdom
PortALL
What is PortALL? The PortALL App is designed to enhance and simplify your business compliance processes as well as enhance the central monitoring of your compliance processes. It streamlines the exchange of data between the Compliance Officer and employees at the firm and also between the Compliance Officer and Cosegic, if......
relevant regions
Norwalk, CT, United States
Portfolio Analytics and Reporting
Investment Metrics Portfolio Analytics and Reporting platform is a single, end-to-end multi-asset class solution that streamlines data aggregation, reconciliation, portfolio optimization and client reporting across all plan types. With performance, attribution and precise peer benchmarking, this platform simplifies the complex, setting the industry standard for portfolio reporting depth, accuracy and......
relevant regions
New York, NY, United States
Portfolio Data
Silver Portfolio Data is the essential unified wealth management data platform. Collect and normalize data Improve data quality Simplify relationship management Streamline processes and workflows Consolidate entitlements Generate actionable data ...
relevant regions
Fehraltorf, Switzerland
Portfolio Data Integrator
A partnership solution with industry-leading software providers The Incentage Portfolio Data Integrator is the industry-leading solution to integrate custodian data into portfolio management systems. It allows asset managers to reap the full benefits of increased volumes (either by new client acquisition or in the form of increased trading), while costs per......
relevant regions
Grenoble, France
Portfolio Diagnostic API
We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in......
relevant regions
Grenoble, France
Portfolio Monitoring API
We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in......
relevant regions
Luxembourg, Luxembourg
Portfolio Monitoring Solutions
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......
relevant regions
Stamford, CT, United States
Portfolio View™
It can be branded with your custom logo and colors and is most often the way individual account owners access their financial data. Portfolio View offers an array of report and other features, with a high level of customization....
relevant regions
Sydney, NSW, Australia
Practifi
Unify data from multiple sources Experience a complete view of your clients by unifying data across people and systems. With bespoke apps for every team and integrations with industry-leading partners, Practifi provides a single source of truth so teams can have 100% confidence in every decision they make. Make everyday processes easier and......
relevant regions
Sydney, NSW, Australia
Practifi Portals
A single, integrated hub for your clients While many investors have to navigate through multiple platforms to make decisions about their finances, Practifi Portals display your clients’ important financial information in a single, integrated hub that’s accessible from any device. Increase transparency Exhibit how and where you’re investing their assets, display portfolio performance......
relevant regions
Sydney, NSW, Australia
Practifi Promote
Drive marketing results for your firm Practifi Promote helps marketing teams build segmented lists, create more meaningful connections and track campaign performance across the full customer lifecycle. Build segmented lists Use Practifi data, such as financial products, AUM, location and age to build segmented lists for campaigns. Create meaningful connections Leverage data insights to craft targeted campaigns......
relevant regions
Sydney, NSW, Australia
Practifi Propel
An elegant and powerful BI experience With easy access to client, profitability and business health data, executives can future-proof the firm, reduce risk exposure and monitor business performance. Future-proof the firm Gain a top-down view of profitability so you can plan for the future. Identify which age bands, clients, regions and divisions are......
relevant regions
Mountain View, CA, United States
Private Bank
For private bank Client expectations are rising at an unprecedented rate. Addepar powers a personalized experience that can translate into a competitive advantage. Manage your clients’ wealth holistically Addepar aggregates all financial accounts across all relationships to provide your clients with a consolidated view of their portfolios. Deliver the ultimate experience Industry-leading analytics and reporting......
relevant regions
Helsinki, Finland
PrivX
PrivX is an access management gateway that is fast to deploy and simple to maintain. PrivX advances your security by allowing connections for only the amount of time needed, removing dependency on passwords, controlling access to both cloud-hosted and on-premises applications, and interfacing directly with your identity management system. 1. Lean......
relevant regions
Arlington, TX, United States
Professional Investment Performance as a Service (IPAAS)
Trust is the cornerstone of the wealth management business. It is essential to provide clients with accurate information and insights. Yet outdated technology systems can lead to inaccuracy, while lack of transparency makes it difficult to identify and correct data problems. That’s why First Rate developed Investment Performance as a Service. It integrates a trusted performance......
relevant regions
Arlington, TX, United States
Professional Services
First Rate Professional Services develops specialized software to enhance the capabilities of wealth management firms. With our technology and team of consultants, you can: Tailor your reporting to meet the unique needs of your clients. Gain comprehensive insights across all asset classes. Leverage the power of AI, machine learning, and natural language processing......
relevant regions
Sydney, NSW, Australia
PSN Financial Services
DMI Systems data matching technology uses a complex series of algorithms to search current and historical information to look for unique matches on combinations of: names, phone numbers, email addresses, company and licensee names, and addresses. If a unique match cannot be found, manual verification involving a dedicated team is......
London, United Kingdom
publiFund
Manage your fund from launch to closure The publiFund platform creates a central hub of data and documents by connecting the whole ecosystem of a fund. This means you can efficiently manage the running of the fund throughout its lifecycle. One stop shop for fund data management publiFund connects you with a wide......
relevant regions
King of Prussia, PA, United States
Qlik Core
Qlik Core is an analytics development platform built around our powerful Associative engine and Qlik-authored open source libraries. Build, extend and deploy fast, interactive data-driven applications delivered at massive scale within any cloud environment: Ingest and combine disparate data sources, no matter how large Automatically index data relationships to support data exploration,......
relevant regions
Derbyshire, United Kingdom
Qlik DataMarket
Qlik DataMarket provides subscription access to a complete cloud-based data service with a vast variety of syndicated data content. Access to this comprehensive library of external data can be used to cross reference your own business data to provide context and deeper insights. Qlik users can enrich their own data by......
relevant regions
King of Prussia, PA, United States
Qlik® DataMarket
Get trusted, affordable, ready-to-use data from external sources, whenever you need it. Make smarter business decisions. The Qlik DataMarket helps you find, connect and manage data from external sources. Get the full picture Augment and cross-reference your internal data with external sources to add greater context. Look at data from a variety of......
relevant regions
Derbyshire, United Kingdom
Qlik NPrinting
At Ometis, we’re proud to be regarded as the leading experts in Qlik NPrinting – an analytics reporting platform for both Qlik Sense and QlikView. In short, Qlik NPrinting enables Qlik users to create reports from Qlik Sense apps and QlikView documents before distributing them automatically in a range of standard......
Derbyshire, United Kingdom
QlikView
QlikView is a powerful business intelligence (BI) tool that is unique in many ways when compared with other traditional BI platforms. In short, QlikView is a business intelligence solution that enables users to build their own analytic applications using data and insights gleaned from their systems, meaning users can response rapidly......
relevant regions
King of Prussia, PA, United States
QlikView®
The modern analytics era truly began with the launch of QlikView, our classic analytics solution, and the game-changing Associative Engine it is built on. It revolutionized the way organizations use data with intuitive visual discovery that put business intelligence in the hands of more people than ever. And we continue to......
relevant regions
London, United Kingdom
Qomply MiFID Reportability Tool
Input an ISIN (instrument identifier), a string of ISINs, or upload a CSV file. The service will return the reportability of the instrument for the trade date and region. Know instantly if the instrument was reportable, when, and where. This is the only service freely available that queries both EU and......
London, United Kingdom
QomplyPi
QomplyPi is a cloud-based application used by trading venues and investment firms. The QomplyPi platform centralises the maintenance, processing and distribution of personal sensitive data so as to comply with recent EU MiFID II regulations, GDPR, and data privacy. The solution promotes an integrated financial system, imposes a secure control......
relevant regions
London, United Kingdom
Qomply ReportAssure
Covering MiFID (MiFIR), EMIR and SFTR, Qomply delivers one of the most comprehensive arsenals of accuracy checks in the industry. Qomply’s Transaction Report Diagnostic Auditor is powered by a proprietary assurance engine that checks every single piece of transaction report data for accuracy – performing a sophisticated matrix of roughly 1,000......
relevant regions
Munich, Germany
QPLIX
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 automatic synchronization of your data. To ensure that your data is safe, it is encrypted and stored in our highly secure......
relevant regions
Sydney, NSW, Australia
RainmakerLive
Gain fast and reliable access to market updates and intelligence in the institutional landscape.RainmakerLive is Australia's integrated knowledge management terminal, enabling a new world of insights into the institutional wealth management space. Gain unparalleled insights into Australia's superannuation, asset consultant, institutional investment management markets, alongside a comprehensive overview of superannuation......
New York, NY, United States
Raptor Trading
Founded in 2003, Raptor Trading Systems has emerged as a leading global provider of trading technology and services. Our next generation solutions, combined with our personalized high-quality service, deliver unmatched results. Our mission Simplifying and improving upon the end-to-end trading process is a shared goal throughout Raptor Trading Systems. A major part......
London, United Kingdom
Readable Corporate Action Notice
RCAN covers 45 crucial corporate events (inc. dividends, mergers and acquisitions, rights offering (issue), spin-offs, stock splits, reverse stock splits, new listings (IPOs), suspensions and delistings etc.) and aggregates corporate actions from over 150 exchanges worldwide. Notices are produced 4 times per day in line with EDI’s incremental feed production......
relevant regions
Denver, CO, United States
Reconcile
In addition to a broad array of technology integration and reporting services, Risclarity also provides fully outsourced information management and support services to help family offices drive efficiencies and streamline their operational processes. Our team of performance, portfolio accounting, data collection and reconciliation experts works in close partnership with you to......
relevant regions
West Chester, PA, United States
Reconciliation
Use A Global Reconciliation Model Trade breaks pose significant financial and operational risks to firms. Reconciling positions, cash, and transactions is a critical function supporting portfolio management. Institutional-Grade Reconciliation Services STP’s outsourced model lowers cost and reduces risk exposure by using automation and a time-tested process. STP's Reconciliation Dashboard Powers Transparency STP’s global reconciliation dashboard......
relevant regions
Bronxville, NY, United States
Reference Data Management
Relationship master CRM Entity management Tasks Follow-ups Correspondence management Bi-directional link to reporting Partnership systems Asset master Import research and feeds for liquid security master Build master for non-traditional assets Price and maintain master elements ...
relevant regions
London, United Kingdom
Refinitiv BETA Securities Processing Solutions
Built on years of industry knowledge and hands-on experience, our intelligent and flexible solutions are designed to integrate seamlessly with your current operations, and address the unique needs of your firm and your customers. A single code base and unified database drives all of our products, eliminating the data integrity issues......
relevant regions
London, United Kingdom
Refinitiv Digital Investor
Digital capabilities in wealth are already critical, and their importance will continue to rise. Creating a compelling and personalized experience for clients, whether they are self-directed or rely on an advisor, is key to increasing AUM and client retention. Refinitiv Digital Investor delivers a unified view of the investor’s assets across......
relevant regions
London, United Kingdom
Refinitiv Maxit
Today’s information reporting requirements for banks and brokerages are complex and resource consuming. In addition, fragmented vendor solutions create risk and cost challenges associated with compliance, vendor management, data integration, data accuracy and overall cost inefficiencies. Refinitiv Maxit, the industry’s only end-to-end tax information reporting solution, was developed specifically to solve......
relevant regions
London, United Kingdom
Refinitiv Workspace for Wealth Advisors
In highly competitive and rapidly changing markets, wealth advisors are under pressure to find new ways to attract, engage and retain clients. Designed to meet these challenges head-on, Refinitiv Workspace is tailored for wealth advisors, delivering actionable insight in seconds so you can proactively engage clients and are always client-ready. Our new......
relevant regions
Epalinges, Switzerland
RegData Protection Suite (RPS)
RPS offers 4 essential services: Data Protection Static and dynamic protectyion for confidential customer data, with all of our protection libraries: Anonymization, pseudonymization, encyption, and tokenization. Data Compliance The challenge is to provide security and compliance reports automatically, in real time that are auditable. These reports play the role of proof where all protection and......
relevant regions
Boston, MA, United States
Regulatory Compliance
Outdated manual methods of governing data simply can’t keep pace with growing governance objectives or with critical business needs. Immuta’s unified access and control layer creates one single, intuitive place to manage all data. Governance personnel can author and apply complex policies on all of your data without having to write......
relevant regions
London, United Kingdom
Regulatory Data Templates
Simple and effective We are data collection experts and can work with your business without you needing to change any of your systems or processes. Accurate and timely Our ISO accredited processing teams check and validate all the data as part of the collection process to ensure it is correct, thereby improving accuracy......
relevant regions
Zurich, Switzerland
Regulatory Document Service
Regulatory Hub by SIX is an industry platform that has been designed to connect the buy-side and sell-side with each other so data and documents can be exchanged in a standardized, automated and digital way. Built to accommodate current and future international regulations, the platform acts as a communication interface......
Zurich, Switzerland
Regulatory Services
Today’s regulatory complexity demands a strategic, connected approach. SIX develops compliance data and services in collaboration with customers to ensure alignment with today’s industry needs. We aim to make compliance easier by simplifying implementation, enabling automation and reducing total cost of ownership. Built on our core reference data expertise, our services provide......
relevant regions
Madrid, Spain
Denver, CO, United States
Report
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
Bloomington, MN, United States
Reporting
We turn your data into actionable information helping you make informed data-driven business decisions faster, earlier, and with confidence. Drive growth and increase sales productivity with analytics and performance insights, while reducing operational costs. Our reporting tools delivers business intelligence and analytics, providing a comprehensive outlook of the organization. By......
relevant regions
London, United Kingdom
Reporting as a Service
Reporting as a Service is a complete end-to-end client reporting solution. It is hosted in the Microsoft Azure Cloud for security, scale and resilliance. The system benefits from dynamic templates that automatically flex based on the client or fund, and other data to produce exactly the required reports, in any......
relevant regions
Coral Gables, FL, United States
Reporting & Consolidation
Our services are designed simplify office procedures by: Streamlining recording of investment transactions Analyzing and measuring client portfolio performance Aggregating data from various sources Tracking vital operational and financial information Generating customized client reports An investment in technology via back office reporting has the potential to pay off in many ways. Our clients find that their......
relevant regions
Reno, NV, United States
Report Preparation and Distribution Service
Through our secure connection, we can access your portfolio management system and prepare reports for your clients. These can be custom reports with custom metrics that you define or monthly/quarterly performance reports. We can also distribute your reports to your clients on your behalf, including both electronic and/or hard copy......
relevant regions
London, United Kingdom
ReportShield Accuracy Testing
Kaizen’s multi-award winning Accuracy Testing is Kaizen’s flagship product for a reason. The quality assurance service is the only one on the market with the ability to fully assess the quality of data reported to the regulator. Utilising Kaizen’s deep testing methodology, the automated, managed service includes regular testing across all......
relevant regions
London, United Kingdom
ReportShield Advanced Regulatory Reconciliation
Regulatory reconciliations are complex and can consume a disproportionate amount of resources if executed internally. Kaizen’s end-to-end Advanced Regulatory Reconciliation Service provides an independent assessment of the completeness of your reporting to identify under and over-reporting and mismatches of data – something expected by regulators. Key features Identifies mismatches of data (price,......
relevant regions
London, United Kingdom
ReportShield Control Framework
Regulatory reporting errors are often a consequence of weak or incomplete control frameworks within investment firms. Kaizen’s comprehensive governance framework is designed by our regulatory reporting specialists to promote the completeness, accuracy and timeliness of your reporting. Key features A full governance framework and suite of policy and guidelines documentation Covers governance, accountability and......
relevant regions
London, United Kingdom
ReportShield™ Quality Assurance Services
Kaizen’s ReportShield™ quality assurance services combine regulatory expertise and advanced technology to act as a shield against reporting issues. Developed by former regulators and industry experts, they provide the controls you need to meet your regulatory obligations and manage your reporting risks. Accuracy Testing Utilising Kaizen’s multi-dimensional testing methodology, Accuracy Testing fully......
relevant regions
London, United Kingdom
ReportShield Reference Data Testing
Kaizen’s Reference Data Testing service identifies errors in static data to ensure it is fit for your reporting requirements. Incorrect reference data can affect multiple trades across many different regimes and can have a knock-on effect on your reporting quality across all jurisdictions, leading to regulatory scrutiny, costly remediation and fines. Key......
relevant regions
Sydney, NSW, Australia
Retirement & Superannuation Solutions
By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow......
relevant regions
Melbourne, FL, United States
Revenue Operating System
All seller-buyer interactions - emails, calls, meetings - auto-captured, refined, mapped, and scored to bring you visibility and insight like never before. It's a complete Revenue Operating System you can leverage to analyze and improve performance. AI auto captures seller-buyer activity data AI algorithms scour the buyer engagement activity data–emails, calls, meetings, web......
relevant regions
New York, NY, United States
RIMES Managed Data Services
Traditional data management is broken Today, data is decentralized and imprisoned by costly technology. Investment Management firms spin on complex, capital-intensive data workflows, struggling to produce the data needed to generate insights. As the downward pressure on fees grows and regulatory scrutiny intensifies, the rising cost of legacy operating models is no......
Stamford, CT, United States
Rockit®Command
Rockit®Command’s capabilities include the ability to sort, gather, compare and filter your data virtually in any way you need. It lets you easily review a single account, any group of accounts or all of your accounts....
relevant regions
Stamford, CT, United States
Rockit® Solutions
Additional services include partnership accounting and tax services for those who invest through family limited partnerships or other pooled investment vehicles, as well as for specialized needs for investment and performance reporting. Maintaining spreadsheets, reconciling data and manually preparing reports can be an inefficient use of time and resources and more importantly, is......
relevant regions
Plano, TX, United States
Ruth
RUTH Is an innovative predictive AI/ML technology that contextualizes the way compliance and risk professionals assess actual and potential risks efficiently and effectively. RUTH collects the KYC consumer, product and transaction data from a firm. This information is measured against the regulatory requirements for suitability, Reg BI and/or fiduciary parameters and......
relevant regions
Windsor, CT, United States
Salentica Data Broker
With Salentica Data Broker, only one package needs to be installed and maintained in a firm’s CRM to be able to provide access to real-time custodian information as well as portfolio management and financial planning data that a firm relies on to service their clients. Updates to the integrations required by......
relevant regions
San Francisco, CA, United States
Sales Cloud
Engage buyers effectively, improve seller productivity, close deals faster, and grow revenue on the most complete sales platform Sell faster with AI Sales AI Sales Engagement Sales Programs Buyer Engagement Sell smarter with data Sales Analytics Revenue Intelligence Sell efficiently on one platform Revenue Lifecycle Management Sales Performance Management Partner Relationship Management ...
relevant regions
Stockholm, Sweden
Sancus
The platform to step up your experience Easy to configure workflow engine We know every customer journey is different so we’ve built Sancus to maximize flexibility with best in class integrations and easy workflow editing. Fast and simple integration Sancus is easy to integrate with existing CRM systems via our suite of APIs. Because......
relevant regions
Cary, NC, United States
SAS for banking analytics
Why choose SAS® for banking analytics? Banking as we know it is disappearing, and the entire financial ecosystem is undergoing radical change. Digitalization, fintech, regtech, open banking, data privacy and regulatory compliance technologies are all playing a part. SAS believes that surviving banks will be hyperintelligent, AI-driven organizations that can provide......
relevant regions
Sarasota, FL, United States
SAYS Application Builder
Implementing custom data-centric software applications is tedious, time-consuming and requires expertise in application programming and database management. Building custom applications to address a diverse set of business objectives without the benefit of a common Solutions Platform leads to more complexity and a spaghetti mix of data and systems. Opturo’s Solutions Platform......
Piscataway, NJ, United States
Scalable Fortuna
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
Winterthur, Switzerland
ScanEngine
ScanEngine is ideally suited to document processing for banks and asset managers not connected to a system for the electronic exchange of messages, such as SWIFT. Without ScanEngine, the flood of document data must generally be entered manually, which requires an enormous amount of time and effort. In order to......
relevant regions
Zurich, Switzerland
Securities
Individual needs regarding the management of the universe of assets are simply infinite. That's why we clarify needs carefully with each individual client and define the rules of categorization and formatting. These guidelines are sacrosanct to us. We follow them strictly in daily execution, and keep them under constant, multidirectional review. The......
relevant regions
London, United Kingdom
Securities Reference File
With Exchange Data International’s security reference file, investors and analysts alike can: Get up-to-date information on all equities, warrants, fixed-income instruments and many other types of securities traded on global exchanges. Easily identify the majority of listed securities along with associated standing data. Select reference data from over 40 fields including: Company: Issuer name,......
relevant regions
Fentange, Luxembourg
SeeZam for Companies
How do you secure your confidential information from falling into malicious hands? How do you make sure secret content stays secret when being shared with authorized third parties? How do you send your clients confidential information with maximum security at minimum cost? The solution is an electronic safe, providing you a virtual secured......
relevant regions
London, United Kingdom
Sesame
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,......
relevant regions
London, United Kingdom
Shareholding Disclosure Service
No more spreadsheets! Kaizen’s Shareholding Disclosure Service is an automated software solution for the monitoring and reporting of shareholding disclosures, an extremely complex area for compliance professionals. With more than 400+ global rules, across more than 100+ jurisdictions, Kaizen’s has been designed by experts with years of first-hand experience working, who......
relevant regions
Zug, Switzerland
Sharekey
App-to-App Encryption The full app containing all your data is heavily encrypted with your own key. It allows you to create a private connection — like a VPN — between you and your contacts to collaborate securely. This is called App-to-App Encryption. Nobody else can access your data nor can track your......
relevant regions
Sydney, NSW, Australia
Sharesight Pro
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
London, United Kingdom
Short Interest Data
Countries with Short Interest Data by position holder: Austria, Belgium, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Netherlands, Poland, Portugal, Spain, Sweden, UK, Japan. Data for these countries is reported to local regulators in compliance with ESMA short selling regulations and began for most of these markets on 1 November 2012.......
relevant regions
Zurich, Switzerland
Single Family Offices
Save 50% of time on admin and free up resources for greater value-add activities. Avoid being locked-in to external service providers and reduce key person risk. Guarantee tax, legal, compliance, wealth and succession planning data is secure and prepared for the next generation. How we do it Adopt a global best practice ORCA’s intelligent, automated,......
relevant regions
Copenhagen, Denmark
Single Family Offices
Our value towards Single Family Offices SFOs often grapple with complex portfolio management, as they manage diversified asset classes, trust structures, and generational wealth transfer needs. Performativ streamlines these challenges by offering comprehensive asset class coverage, including all liquid and illiquid asset classes (direct investments, real estate, and private equity commitments etc.).......
relevant regions
Baar, Switzerland
Single Family Offices
Always being on top of the family’s total wealth situation and underlying performances including fees paid and commissions takes a lot of resources. And this work is only the basis for all important and necessary strategic discussions and decisions that follow. The Altoo Wealth Platform can support you and your family office......
Herndon, VA, United States
Skience Analytics
Mine data from the Skience Aggregation and Reconciliation module to uncover important insights and trends in investor portfolios that can pinpoint opportunities to further engage your clients....
Herndon, VA, United States
Skience Data Aggregation and Reconciliation
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....
Winnersh, United Kingdom
SmartBanker
Discover the benefits of SmartBanker Improved targeting - Segment your target market based on the attributes of your most profitable customers. Identify businesses that will benefit from your banking services, maximising your chance of success. Personalised engagement - Gain insights into customer behaviour and industry trends to tailor your approach. Meet unique needs,......
relevant regions
Winnersh, United Kingdom
SmartBroker
Discover the benefits of SmartBroker Client acquisition at scale - Get a complete view of the markets that matter to you, segmented by the attributes of your most profitable clients. Data-driven insights to tailor outreach - Receive insights about key changes to your prospects and clients, allowing you to provide relevant support and guidance,......
relevant regions
London, United Kingdom
SmartDX
SMARTER Documentation for Capital Markets Capital Markets participants can no longer afford inefficient document negotiation and manual processes. Documents must be created, shared and stored digitally to facilitate downstream data processing and reduce reconciliation. Currently, there continues to be a heavy reliance on market participants to manually reconcile data from documents throughout......
relevant regions
Freigericht, Germany
Smarter Financial Services
Customers ask for pro-active, multi-channel, end-to-end experiences. Markets demand scalable business models facilitating highly personalized client advisory and services. New technologies enable FinTech and InsurTech startups to disrupt the industry. Financial service providers need to update their enterprise architecture to connect innovative Banking and Insurance APIs with legacy systems. Comprehensive......
relevant regions
Cape Coral, FL, United States
Smart Feeder Data Flow Platform
Poor custodial data quality can decrease efficiency in the critical morning reconciliation period when minutes matter. Smart Feeder can alleviate that pain by transforming your custodial data using rules you design to meet your exacting standards. Process thousands of transactions daily while meeting all of your trade ready reconciliation requirements Rules-based data transformation Pre-loaded......
relevant regions
San Mateo, CA, United States
Snowflake for financial services
It has proven to be difficult to effectively access and leverage data in financial services due to aging on-premise legacy systems, the inability to securely access critical third-party data hamper modernization, strict regulatory compliance, and growth in security concerns. Snowflake’s Data Cloud eliminates data silos so you can access virtually all......
relevant regions
Pittsburgh, PA, United States
SoftLedger
What is SoftLedger? A Fully Connected Financial Toolkit Built for Speed Welcome to modern accounting. SoftLedger’s flexible technology enables accountants and developers to easily manage multiple entities, integrate with other systems, and close their books faster. Family Office Accounting Consolidated reporting for family offices is tricky without accounting software that’s built to handle multiple......
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Geneva, Switzerland
SpeciACC
Easy to use, SpeciAccounting will allow you to quickly produce your consolidated financial reporting and control on daily basis your financial figures with a powerful audit trail. If you are a multi-entity bank, this software will help you automate the consolidation. Software challenge Aims to automate and produce your financial statement on a......
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Marietta, GA, United States
Specialized Data Solutions
Automated Data Delivery More businesses are exploring automating their investment process with big data computing. EquityRT will work with you to understand your big data needs and present data delivery options that will help you with your automation initiative Seamless Website Integration Integrate responsive iframes with key listed company and financial markets information into......
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Geneva, Switzerland
SpeciMIS
The system is very intuitive and visual. KPI are calculated by the system. All data are stored by period in a dimensional database. Cubes can also be ran in the database. The software allows to compare periods and to see quickly the monthly evolution for each indicator Software challenge Aims to follow all the......
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London, United Kingdom
SRL Global
Comprehensive, accurate and unbiased. Front-to-back solutions for the family office industry SRL Global provide families and their private offices with a holistic and integrated end-to-end institutional-grade infrastructure. Delivering greater clarity, control and insight to Monitor, Measure and Manage their wealth in single ecosystem. Data collection Transaction level account aggregation Reconciliation and data management General ledger accounting Security......
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Jamberoo, NSW, Australia
SSAD
SSAD is the ultimate asset mastering system that solves the problem of many instances of asset and trading data across a wealth management company. It supports automated market data updates, flexible validation and workflow rules. This tool provides a guaranteed delivery message layer to synchronise all asset data sources....
West Chester, PA, United States
STP Global Reconciliation Dashboard
STP’s Global Reconciliation Dashboard is cutting-edge, cloud-based software that provides direct insight into our operational reconciliation service. Transaction & Position Views As part of our commitment to transparency our reconciliation dashboard exposes nearly 100 unique fields....
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West Chester, PA, United States
STP Report Builder
Use STP's Report Builder Configure reports how you want, not what an inflexible system allows. Creative, smart, flexible. That’s STP’s Report Builder. Feature highlights: Use smart, flexible components to quickly build branded, visually stunning reports. Create tabular-based reports on the fly using a wide assortment of tools and available data fields. Simple 3-step process to generate......
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Melbourne, VIC, Australia
StrategyEngine
This platform for developing and presenting investment strategies can be used by the investment manager, strategist, economist or analyst involved in equity strategy, asset allocation, fixed interest and economics. It facilitates sharing of information and ideas amongst investment professionals. Enhance the investment management process Improve the consistency and robustness of your investment......
Stockholm, Sweden
Swip
SWIP fits into existing infrastructure to let clients leverage on their existing IT and systems investments or acts as a standalone fully-fledged portfolio solution for all asset classes. The platform’s components can be used as standalone features or as a whole, creating a complete portfolio solution....
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Chicago, IL, United States
Synthesis DataHub
The quality of the investment data that goes into your marketing communications dictates the timeliness, accuracy, and quality of the final product. However, chasing down all the financial data and then reviewing it for accuracy can be the bane of a marketing person’s existence. Firms that have great investment data......
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Seattle, WA, United States
Tableau Advanced Management
Tableau Advanced Management brings together manageability, security, and scalability capabilities for customers running Tableau in mission-critical use cases. Advanced Management makes it easier to understand your Tableau ecosystem whether you’re using Tableau Cloud or Tableau Server. With Advanced Management’s highly configurable capabilities, administrators can meet tough security requirements while delivering......
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Seattle, WA, United States
Tableau AI
Tableau AI brings trusted generative AI to the entire Tableau Platform to democratize data analysis and simplify insights consumption at scale. This next generation of Tableau accelerates time to value and reduces repetitive tasks for the data analyst with smart suggestions and in-product guidance. And because Tableau AI is built......
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Seattle, WA, United States
Tableau Cloud
As a fast, flexible, easy-to-use self-service platform designed to fit your enterprise architecture, it streamlines the power of data to make people faster and more confident decision makers from anywhere. Prepare your data, author, analyze, collaborate, publish, and share in Tableau Cloud. Tableau Pulse is now generally available on Tableau Cloud,......
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Seattle, WA, United States
Tableau CRM
Make the right decision every time Work more efficiently, spot trends faster, predict outcomes, and get AI-based guidance on the best steps to take while you stay in the flow. Know exactly what to do next Use the action framework to take action on a record like collaborating in Chatter, updating records, and......
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Seattle, WA, United States
Tableau Desktop
With an intuitive drag and drop interface, you can uncover the hidden insights you need to make impactful business decisions faster, even when you are offline. All while leveraging trusted and governed data in a secure self-service environment. Tableau Desktop capabilities Power real-time data exploration Automate augmented insights Drive smarter decisions with AI Share and......
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Seattle, WA, United States
Tableau Prep
Tableau Prep Builder provides a modern approach to data preparation, making it easier and faster to combine, shape, and clean data for analysis within Tableau. By providing a visual and direct path to prep your data, you can get your hands on quality data in just a few clicks. Tableau Prep......
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Seattle, WA, United States
Tableau Pulse
Tableau Pulse is a reimagined data experience, built on the Tableau platform, that empowers every employee with intelligent, personalized, and contextual insights delivered in the flow of work. Tableau Pulse helps everyone in your organization integrate data into their daily jobs to make better, faster decisions. Without having to learn......
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Seattle, WA, United States
Tableau Server
Extend the value of your data across your entire organization with Tableau Server. Empower your business with the freedom to explore data in a trusted environment—without limiting them to predefined questions, wizards, or chart types. Have the peace of mind that both your data and your analytics are governed, secure,......
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Seattle, WA, United States
Tamarac Services®
Your Tamarac Services team will download, post, and reconcile positions from your custodians and import your accounts, account holdings, and trade data into Tamarac. All reconciled data is integrated into the various Tamarac systems, so you can simply sign in and start working with the most current financial information. Run reports......
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El Segundo, CA, United States
TAMP1 Platform
Let go of legacy. Go digital. Do you have legacy software? Are you using asset or wealth management platforms that don’t serve you to the fullest? Are you a startup or breakaway advisor looking for a reliable, long-term solution right out of the gate? Whatever your needs are, you’ve come to the right......
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Mumbai, India
TCS Insights Driven Business and Operations Framework
Challenge The impact of COVID-19 on businesses has been significant. Capital market firms have especially faced a major jolt as a result of market uncertainty, near zero interest rates, shrinking liquidity and funding, credit tightening, and spike in operational tasks. This has created immense disruption in the short to medium term,......
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Mumbai, India
TCS Integrated Information Controls Framework
Challenge According to The Basel Committee on Banking Supervision (BCBS), banks must consistently demonstrate the maturity to carry out risk information management functions. BCBS 239 norms on risk data aggregation and reporting require rigorous data control mechanisms to ensure high-quality data across multiple dimensions. However, lack of transparency and reliability limit......
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Mumbai, India
TCS Wealth Advisory Solution
Challenge Financial advisors (FAs) at wealth management firms and private banks rely on research for devising investment strategies for high net worth individuals. With limited time at hand, FAs constantly struggle to analyze an exhaustive list of reports. While many wealth managers have deployed different types of financial advisory software to......
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Helsinki, Finland
Tectia
Historically, organizations relied on the FTP protocol for file transmission. However, legacy FTP is vulnerable to password sniffing and man-in-the-middle attacks. To protect their digital core, enterprises and government organizations need robust Secure Shell infrastructure. It’s essential for secure use of legacy applications and remote commands, secure system administration, and......
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Geneva, Switzerland
Temenos DataSource
DataSource is part of Temenos’ Wealth Management product but can also be deployed as a standalone solution. To present a uniform view of all areas of financial instruments, we generate the Golden Copy based on a set of rules, to ensure that all downstream applications have a uniform, verified, high-quality......
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London, United Kingdom
The Acin Platform
Network - see how your risks and controls compare with your peers Acin has collaborated with leading financial institutions to build the defining operational risk controls data network. Built for financial institutions and backed by Fitch. By applying standard data protocols, we have created a common language to deliver unique risk......
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New York, NY, United States
The Bloomberg Platform
Disparate data channels and custom integrations are a constant source of headaches in the IT department and across the enterprise. The Bloomberg Platform offers a more sensible and streamlined approach, giving firms a proven way to reduce the cost, risk and management overhead of data distribution. Offered as a managed service,......
Kent, United Kingdom
The Bunker
We are a cloud and managed services provider delivering the highest standards of security, with compliance guaranteed. We operate out of the most secure data centres in the UK, located in former nuclear bunkers. We believe security is an enabler to modern business, and we’ll help you create a competitive advantage. We’re......
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London, United Kingdom
The Clareti Platform
Technology for today We built the Clareti platform from the ground up with the latest big data, cloud-native technology. This ensures you get the versatility, scalability, and power that your business needs. Modern flexible technology API-based infrastructure The Clareti platform is designed to fit into and use API-based infrastructure, enhancing in-built capabilities and supporting......
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London, United Kingdom
The Finlight Platform
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......
Geneva, Switzerland
The Solutions for Finance™ Suite
Wealth management dashboards The financial and private banking world is changing very fast and adapting is a constant necessity. Your data is a fantastic source of information that helps you make effective decisions and support your strategy. Our solutions provide relevant indicators that highlight the performance of your organization. Ready-to-use applications that......
Chicago, IL, United States
ThoughtWorks
Customer experience, product and design A new mandate for comprehensive and continuous digital experiences has put a spotlight on designing products that meet customers’ expanding demands. Embedding customer experience into products and design is more important than ever. Today, only by creating extraordinary and dynamic digital customer experiences can organizations drive......
London, United Kingdom
Threshold Securities
Identify each listed security through the added fields from our reference data file: Issuer Name ISIN US CodeExchange Security Description Get direct access to Threshold data aggregated from the NASDAQ Stock Market, New York Stock ExchangeNYSE ArcaNYSE MKTOTC Markets....
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Montreal, QC, Canada
TickVault
TickVault is our big data platform for recording, storing, transforming, analyzing and delivering structured and unstructured financial data such as trade & quote history, news and events, research, corporate actions and more. It is ideal for exchanges, data vendors, trading groups and regulators who need to cost effectively manage and......
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Boulder, CO, United States
TIFIN AG
We use a combination of advanced algos to help wealth enterprises answer specific questions to drive net new assets. TIFIN AG helps wealth managers drive new asset growth with precision intelligence and actionability. We partner with growth-oriented wealth enterprises to identify client acquisition, expansion, and retention opportunities. Our solutions include: Prioritize Prospects -......
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London, United Kingdom
TR Accuracy
The output is easy to understand with links back to the original ESMA texts and granularity down to every field of every record. Automated data quality validation. Processes 100K records in just 2 minutes. EMIR & MIFIR Reporting Links back to the regulatory text. User configurable solution. Validation against market data (LEI, ISIN, FIRDS, CFI, Etc) ...
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San Francisco, CA, United States
Trade & Transaction Reporting
It has been a decade since G20 member states endorsed a plan to increase market transparency and facilitate global financial stability. With the advent of stringent regulations across a growing number of regimes, counterparties are facing the daunting task of collecting and validating trade and transaction data from disparate trading......
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San Francisco, CA, United States
Transactions
Comprehensive data Retrieve 5+ years of transaction data, including merchant and category information Continuous transaction updates Stay up-to-date by receiving notifications via a webhook whenever there are new transactions associated with linked accounts Open Banking/PSD2 integrations Plaid’s integrations are Open Banking and PSD2 compliant, delivering secure and reliable access to the UK and European financial......
New York, NY, United States
Transparency Data
What it is A license to Burgiss Transparency Data provides investment teams with information on the holdings of private capital funds. This data is continuously gathered from original source documents from managers, augmented with extensive research and uniformly classified, entered and checked. How a subscription works For existing users of our portfolio management......
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London, United Kingdom
TR Completeness
TR Completeness will perform a full technical reconciliation to ensure all data enrichment and operational processes have worked as expected. It has been specifically designed to meet the Article 15 requirement of RTS 22; “Arrangements shall include regular reconciliation of their front office trading records against data samples from NCAs” ...
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London, United Kingdom
UCITS KIDS/PRIPS KIDS
Reduce compliance risk Since the introduction of PRIIPs (Packaged Retail Investment and Insurance-based Products) Regulation and the UCITS (Undertakings for the Collective Investment in Transferable Securities) Directive, the challenge is still at large for fund managers producing and maintaining key information documents for investors. Constant regulatory review and inherent market fluctuations......
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London, United Kingdom
UK FundsCAB
FundsCAB Corporate Actions: Administration Cancellation of Listing Capital Reduction Capital Repayment Capitalization/Bonus Issue Change in Administrator Change in Fees Change of ISIN Change of Name Change Of Settlement Structure Change to Distribution Frequency Change to Investment Policy/Objective Compulsory Purchase Conversion Dealing Suspension Fund Closure Fund Launch Liquidation Merger Redomicile Return of Capital Scheme of Arrangement Security Swap Special Dividend Sub-Division Takeover ...
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Meriden, CT, United States
UNAPEN
Since 1991, UNAPEN, Inc. has provided IT services, custom software solutions, systems integration and software products tailored for Investment Managers involved with Private Client, Institutional and Wrap/SMA business, as well as Non-Profit Organizations and Educational Institutions. UNAPEN is comprised of seasoned professionals whose expertise in the securities industry uniquely positions them......
London, United Kingdom
Unit Investment Trusts
Fields Available for unit investment trust Reference: UIT ID Action Flag Action Time ISIN US Code Local Code SEDOL Exchange Code Issuer Name Trust Name Security Name Security Description Deposit Date Maturity Date Distribution Date Distribution Frequency Tax Class ...
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London, United Kingdom
Universal Depository Receipts
The database contains market-level links between the DR and the underlying share. It includes: Coding and listing information. Ratio information, depository bank details. The level description and sponsored/unsponsored status. ...
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Helsinki, Finland
Universal SSH Key Manager
For CISOs, data center mangers and system admins, SSH keys have become a way of life. SSH keys grant, automate and enable single sign-on remote access to the digital core of every Fortune 500 company. SSH keys are mission and business critical. They enable our major financial institutions, global industrials, tech......
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New York, NY, United States
Universe Data
Research-quality data, Limited Partner-sourced The Burgiss® Manager Universe (BMU) provides global investors research-quality performance and behavioral data of unrivaled breadth and depth for private capital funds and their holdings that date back to 1978. The BMU dataset covers over 11,000 private capital funds and fund-of-funds, representing over $8.3 trillion in committed......
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London, United Kingdom
US Bankruptcy Data
The case information for all companies that file bankruptcy in the 94 U.S. Bankruptcy Courts is imported and updated daily, currently consisting of more than 500,000 bankrupt companies. In addition to a compressive database, we "track" and write news about every public company currently operating under Chapter 11 protection. This......
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London, United Kingdom
US Dividend Reclassification
The files also contain the specific income classifications needed for accurate and timely income tax reporting for each dividend payable on the security. NRA Exempt Income Dividend – Amount per share, exempted from additional withholding taxes on dividend/interest income, applicable to foreign entities (individuals, partnerships, corporations, estates, and trusts) from......
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London, United Kingdom
US Mutual Funds
The feed contains over 20+ fields, including: US Local Code ISIN CFI code Tickers Issuer name Easily crosscheck data with other providers using Financial Instrument Global Identifiers. Financial Instrument Global Identifier (FIGI) Financial Instrument Global Identifier Composite (FIGI composite) Financial Composite Ticker (Composite Level) (Tickers + Exchange Codes) Financial Exchange Ticker (Exchange Level) (Ticker + Exchange Code) ...
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Paris, France
Verto
As former finance professionals, we are experts in both financial terminology and technology. We designed Verto to resolve the problems which we ourselves had encountered while performing financial translations. Do you often find yourself having to do translations? Do you issue internal reports which need to be translated? Would you like......
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Sea Cliff, NY, United States
ViewNow
Designed for firms: Interested in gaining a holistic view of their clients’ entire financial profile. Looking to deliver a simple, clean end-client user experience branded with their firm logo. That do not require an export of data into 3rd party software. ViewNow provides independent firms and wealth managers with a dynamic account aggregation technology......
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Hong Kong, Hong Kong
ViewPoint Platform
ViewPoint is a fully integrated solution consisting of multiple modules. Representing the core business areas of our clients, the individual modules can be introduced as a complete suite or on a module-by-module basis. Entity administrator Unlimited jurisdictions and related entity types. Preconfigured statutory forms for 20+ countries. Automated event based document generation. Hundreds of customisable......
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New York, NY, United States
Virtual Data Rooms
All funds Our platform supports all fund structures, from Reg D to registered offerings - private equity to NTRs. All investors Our platform supports the simplest to the most complex type of investment entities. All reporting Our platform supports all investor reporting, across funds and administrators....
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Nashville, TN, United States
Wealth Access
How It Works First, we connect to all your internal and external systems. Then we standardize and enrich your customer data. In the end, you get deep insights across every system you use in a unified view so you can make better business decisions and create exceptional client experiences. Problems Solved by Wealth......
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Zurich, Switzerland
Wealtharc
WealthArc benefits We offer a holistic solution to wealth management challenges giving your business a competitive edge. Comprehensive Fully automated data consolidation means every client portfolio you manage is automatically gathered from each custodian bank and entered into one user-friendly platform where it’s ready to view daily at 6am. You can trust your data! Cost-effective WealthArc......
Dubai, United Kingdom
Wealthbrain
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......
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Montreal, QC, Canada
Wealthica for the Family Office
Give your family consolidated reporting, effortlessly Effortlessly get a unified online view and consolidated reporting of your wealthy family's net worth. Data is automatically aggregated and updated daily from multiple custodians or investment managers making it easy to review your complete asset allocation including private investments, your own family business and all kinds of......
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Mountain View, CA, United States
Wealth Management
Tools you need to decision and execute Addepar is an open architecture, multi-product tech and data platform that delivers wealth managers rich data aggregation with maximum flexibility and scalability so that you can do what you do best — even better. A complete view of your clients’ wealth Addepar aggregates all financial accounts......
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Malibu, CA, United States
Wealth Management
Wealth Management Solutions Storyline is revolutionizing how Wealth Advisors can leverage real-time, personalized, AI-powered videos to generate: Real-time Reporting Monthly, quarterly, YTD, annual Portfolio Reviews. New Portfolio Proposals Current v. New Portfolio Comparisons. Team Performance Reviews Advisor and team performance reviews. Sales & marketing Performance Campaigns, leads, pipeline and sales productivity....
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Madrid, Spain
Wealth Reader
At Wealth Reader, we specialize in offering a single, yet powerful API designed to fit a wide range of needs. With the flexibility to retrieve information from all banking products with an unprecedented level of detail and depth, or, if you prefer, you can limit yourself to extracting only the......
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Toronto, ON, Canada
Wealthscope for Advisors
Improve efficiency: Connect | Analyze | Plan Automatically link and update all of your clients' accounts held anywhere (powered by Wealthica). Use our proprietary portfolio scoring to analyze one investment account or group several together for a big picture analysis. Create customizable retirement plans and test alternate investing scenarios. Spend more time......
Park City, UT, United States
WealthTechs
Seamless integration. Fast reconciliation. Less overhead. Technology to aggregate, standardize and integrate financial account data with the world’s leading investment systems for advisors, fintech companies and back office outsourcing firms....
Geneva, Switzerland
Wecan Chain
What is Wecan Chain? Distributed proprietary private blockchain Optimised for storing and chaining events and transactions in near real-time. End to end encryption: every piece of data is encrypted in flight and at rest using keys which only end-users possess. Neither Wecan or infrastructure providers can make sense of stored data. Client applications can......
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Geneva, Switzerland
Wecan Comply
A growing network We want to create the digital trust infrastructure of tomorrow. We value our ecosystem of pioneering partners What can you do with Wecan Comply? Standardization All your information/documents and doucments standardized and easily accessible through a unique platform. Secured A very secured, encrypted and closed network with no central administrator of the data.......
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Rotterdam, Netherlands
Workspaces
We all know very well that being organised reduces stress, keeps you in control, makes you more productive and saves you money. For all of that, and many more good reasons, we offer you Workspaces, the easiest way to organise all relevant input to pave the way to a successful deal. Get......
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London, United Kingdom
Worldwide Dividends
EDI's Worldwide dividends will provide clients with access to worldwide dividend announcements sourced from more than 150 exchanges. Detailed information on both cash & stock dividends, including record, pay and ex dates, gross & net amounts Details of all currencies in which a dividend can be paid The ability to keep up with......
relevant regions
London, United Kingdom
Worldwide Equity Corporate Actions
Get direct access to corporate actions data and receive: Comprehensive information on all corporate actions events affecting US equities from over 150 exchanges worldwide, as well as, data for 29,000+ US Mutual Funds. Detailed announcements on many event types including dividends, takeovers, and stock splits So that you can efficiently keep track......
relevant regions
London, United Kingdom
Worldwide Fixed Income Evaluated Pricing
The Evaluated Pricing Service provides prices on a wide range of fixed-income securities, including: Corporate Bonds Municipal Bonds Syndicated Bank Loans Agency MBS Non-Agency CMO CMBS ABS CLO EDI provides a high-level summary of the methodology used to calculate security prices. We acquire observable pricing data from trade reporting utilities and parse indicative prices from emails sent from the......
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London, United Kingdom
Worldwide Shares Outstanding
Consist of two data sets: Official Shares Outstanding - Providing official figures sourced directly from local exchanges or company sources, as soon as they are published. The frequency of official updates varies from market to market. Updates can also range from daily to annually. Adjusted Share Outstanding - When corporate actions occur......
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London, United Kingdom
Woven Advice
Through the weave of data, we help IFAs and wealth managers identify areas for growth, efficiency ultimately increasing the value of your business....
relevant regions
Sydney, NSW, Australia
Xeppo
Transform the way you share, access, view and analyse data Purpose built for financial services, Xeppo is a financial advisory technology tool that’s been cleverly designed to capture, organise and secure your firm’s client data in one central portal. It saves you time and gives you an unparalleled view of your......
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Adelaide, SA, Australia
Xeppo
Features to help you know, run and grow your business Know Gain a deeper understanding of each client by seeing their full financial picture Run Streamline business processes with powerful CRM functionality Grow Identify and fulfil business leads and opportunities for growth Organises data The Xeppo system has auto-matching and auto-grouping capabilities, meaning the system will look to automatically......
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New York, NY, United States
XOR Secret Computing Engine
Compute without ever exposing or transferring the underlying sensitive data. Inpher’s XOR Secret Computing Engine (or XOR, for short — pronounced ‘ex-or’) is built from our proprietary advances in secure multiparty computation. Leveraging encryption in-use technologies, XOR securely distributes a computation across multiple parties where no individual party can see the other......
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Sea Cliff, NY, United States
XportNow
Includes everything in ViewNow. Designed for firms: That want to eliminate manual entry of account information into 3rd party systems such as CRM, financial planning, portfolio management software. Capturing clients’ data automatically through aggregation is a critical first step accomplished with Aqumulate's ViewNow service, but many advisors subsequently use the data in both......
relevant regions
San Francisco, CA, United States
Zapier
How Zapier helps you automate Create workflows called Zaps. Zaps connect your apps to automate repetitive tasks, so you can focus on other work. That's why Zapier rhymes with happier! Trigger When someone registers for my event Action Follow up in a week with next steps Action Send them a welcome email Enjoy more free time! Spend time on what matters......
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Knowledge Resources
Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.
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