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 Solutions288
  • Solution Providers196
  • Knowledge Resources143
Business Needs Filters
Office Presence Clear

Featured Solutions

Aachen, Germany

Portfolio Analysis and Monitoring Software

Portfolio data is a valuable asset, which has generally not yet been fully exploited. aixigo‘s API-based portfolio analysis capabilities make it possible to process data from different sources at tremendous speed, enhance it by synthesising different analysis results and generate ad hoc findings that allow recommendations for action to be derived.......

Client type
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......

Client type
Relevant Regions
Zurich, Switzerland

Regulatory Reviews for Wealth

Regulatory Reviews for Wealth enables a data-driven orchestration of the compliance process that provides a holistic overview of clients. Regulatory reviews are expedited due to data centralization and the monitoring of internal tasks, which are assigned according to priorities. Compliance experts can design the review process and meet deadlines with the......

Client type
Relevant Regions
New York, NY, United States

Canoe Intelligence

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

Client type
Relevant Regions
Herzila Pituach, Israel

Cappitech

Using Cappitech's platform, our customers easily automate and submit their daily trades to comply with international financial transaction reporting obligations including: MiFID II/MiFIR: Transaction/trade reporting RTS 27/28 reporting  Best execution  Reconciliation EMIR transaction reporting ASIC derivative reporting MAS OTC derivative reporting Canadian trade reporting FinfraG derivative reporting SFTR reporting With Cappitech, firms not only fulfill their compliance reporting obligation but using......

Client type
Relevant Regions
New York, NY, United States

Chainalysis Kryptos

Do you know how many of your clients own cryptocurrencies? Cryptocurrency is a rapidly emerging technology, presenting new challenges to how financial services institutions comply with Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements and ultimately increasing the costs of doing business. Institutions that can identify the cryptocurrency businesses with which......

Client type
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......

Client type
Relevant Regions
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......

Client type
Relevant Regions
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......

Client type
Relevant Regions
London, United Kingdom

ReportShield™

ReportShield is most effective when delivered as a managed service with testing and reconciliations taking place at a frequency suited to your business. You can mix and match components to your business needs and the service can also be used to deliver a one-off health check of your regulatory reporting. The service......

Client type
Relevant Regions
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,......

Client type
Relevant Regions
London, United Kingdom

Reporting as a Service

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

Client type
Relevant Regions
Zurich, Switzerland
Copenhagen, Denmark

The SimCorp Coric Platform

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

Client type
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......

relevant regions
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......

relevant regions
New York, NY, 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
London, United Kingdom

Accuracy Testing

Utilising our multi-dimensional testing methodology, accuracy testing fully assesses the quality of data reported to the regulator. Checks all reported data fields for accuracy, validity and timeliness. Delivers full visibility of reporting quality. Identifies over-reporting. All reported records are tested for MiFID II reporting. All open positions are tested for......

relevant regions
Zürich, Switzerland

additiv Analytics

additiv Analytics allows users to make use of company data, e.g. client portfolios and positions, for analysis and returning results in order to solve a strategic objective, e.g., automation/replacement of workflow or creation of any new value-added workflows. Group features include the following: Data extraction & processing: Data cleaning & enhancement, data filtering,......

relevant regions
Nyon, Switzerland

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....

relevant regions
New York, NY, United States

Aggregation

Quovo connects with the full breadth of account types so that an advisor can understand a client's or potential client's finances to inform targeted, actionable opportunities for valuable guidance and advice. From the leading retail banks to "long tail" financial institutions, Quovo collects robust account data from over 14,000 financial institutions......

relevant regions
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......

relevant regions
Boston, MA, United States

Akoya

Benefits for financial institutions Simplicity Akoya manages all downstream recipients. Reduced cost By leveraging the Akoya Data Access Network. Consumer managed Easy-to-use dashboard lets consumers manage their own data. Detailed reports Gain insights into consumer data-sharing behaviors. Data security Operates a pass-through model and does not store consumer account data. Consumer protection Consumer credentials are no longer shared or stored by third......

relevant regions
Pennington, NJ, United States

Albridge Data Aggregation

To guide your clients toward their ultimate financial goals, you need a complete picture of their assets. Albridge Data Aggregation affords a holistic view of each client's entire portfolio, including held-away assets. Armed with this information, advisors can sharpen financial strategies and build stronger client relationships. Albridge is the industry leader......

relevant regions
Pennington, NJ, United States

Albridge File Delivery

Retrieve data files directly from Albridge on a predefined schedule. Albridge clients and third-party providers have the flexibility to insert this data into their applications to increase usability of their proprietary systems. Predefined schedule: A single client view. Albridge collects, consolidates and delivers client account information from hundreds of data sources, representing......

relevant regions
Pennington, NJ, United States

Albridge Replicated Data

Albridge provides a secure, cost-effective means of receiving consolidated, normalized and cleansed transactions from multiple custodial and legacy systems to feed into proprietary or third-party applications. Data that powers your critical business applications. Albridge consolidates transactional-level data from both legacy systems and external custodians using direct data feeds. It also follows a......

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

Algomi ALFA is a fixed income data aggregation and market surveillance tool that brings together liquidity data from all major electronic venues (including Honeycomb), messaging platforms and dealer inventory feeds and combines them into a single consolidated landscape. Developed in-house for the traders at AllianceBernstein, Algomi acquired it and has transformed......

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......

relevant regions
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
Wilton, CT, United States

Alternatives Aggregation

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

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
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
Redwood City, CA, United States

Analytics for Financial Institutions

Data by itself, without business or quantitative analysis, cannot answer key business questions or provide the insights needed for financial services executives to become more competitive. Furthermore, obtaining the deep business intelligence specific to their firm can be difficult, expensive, and time-consuming. With Envestnet® | Yodlee® Analytics for Financial Institutions, customers......

relevant regions
Solna, Sweden

Analytics & Insights

Analytics & Insights will turbo charge your customer relationships throughout the value chain, reduce waste and enhance business performance. Mixing trusted data with proprietary science, we deliver bespoke solutions to satisfy your precise needs. For instance, find the most valuable leads, identify your next best customer, detect purchasing intention, reduce churn, deliver......

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
Windsor, CT, United States

Anova

Anova is an award-winning suite of products that combines investment data management, performance measurement and attribution (equity and fixed income) and an Investment Book of Record (IBOR). Anova is used by leading global asset and wealth managers to streamline and automate mission-critical investment and operational processes, strengthening their investment decisions......

relevant regions
Birmingham, United Kingdom

APA (Advanced Portfolio Administration, Back & Middle Office)

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

relevant regions
Edinburgh, United Kingdom

API Platform

Inbest provides and enterprise-grade API to build your own solutions and workflows for each stage of customers lifecycle. So you can accelerate your digital agenda by focusing your resources on the user experience, not building financial models or connecting users’ bank accounts...

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......

relevant regions
London, United Kingdom

Asset Valuation

We believe that data is the food for all our portfolio analytics services, so if the data’s not accurate there’s really no point in starting your analysis. StatPro‘s data covers reference data, industry classifications codes and asset pricing. It’s all about offering you transparent pricing methodologies so that your raw data can......

relevant regions
Radnor, 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......

relevant regions
London, United Kingdom

AUM Reporting and 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
London, United Kingdom

Auquan

Our solutions Signal research Identify predictive power in your data to accurately forecast future trends Portfolio management Optimise capital allocation to create high performing, well diversified portfolios Fundamental research Quickly extract key information from reports and transcripts and indicate their sentiment Portfolio activity monitor Act on market news and events that influence your investments to capitalise on opportunities Benefits Identify......

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......

relevant regions
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
Zurich, Switzerland

axeed FSS

Management information is crucial for doing your job; you need it now – tomorrow it will most probably be worthless. The axeed Financial Scorecard Suite offers you a 360° information view of your data. You drag and drop the required pieces of information, edit them and, ad hoc, you export......

relevant regions
Zurich, Switzerland

axeed MIS

Which products are really profitable? How much do certain customer segments and individual customers contribute to the operating results? Which consultancy teams and individual consultants generate the highest added value? In times of low transaction volumes, it is important to reduce operational costs and to rigorously exploit sales potentials. axeed MIS......

relevant regions
Exton, PA, United States

Back-office reconciliation

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

relevant regions
Hackney, SA, Australia

BankFeeds

Same bank statement data with even more flexibility With BankFeeds we encrypt the customer’s online banking credentials for your future use. Now you can have access to your customer's bank data how and when you need it to make life even easier for them. Here’s a few ways others are already......

relevant regions
Lehi, UT, United States

Banking API

...

relevant regions
Bern, Switzerland

BitsaboutMe

Market research You understand your customers and markets on a completely new level of detail and based on hard facts instead of self-reported survey results. Digital transformation Connect your CRM systems with BitsaboutMe and you always have up-to-date and high quality profile data, exceeding what Google and Facebook have individually. Marketing You improve your advertising......

relevant regions
Paris, France

Brain

Leverage our breakthrough proprietary Deep Learning Benefit from years of in-house research Find hidden relations in the data Make fast predictions Manage structured data and time series Interpret AI decisions transparently Understand what was important to create the model Explain individual decisions of the algorithm to customers and regulators Identify bias to correct them before going live Track changes......

relevant regions
London, United Kingdom

Bud

Once the accounts have been connected, Bud will perform automatic analysis that categorises the users’ spending habits and helps them to establish a deeper understanding of where and how they are spending their money. The app will also calculate a “smart balance” that factors salary, credit card payments and upcoming......

relevant regions
Solna, Sweden

Business Data & Data Quality

30% of your business is lost to bad data. Up-to-the-minute domestic and international data from Bisnode will prevent that. With individual consumer, household, corporate and vertical data, accessible via API’s and web services, we support businesses, large or small. Business data Combine your data with ours - which is monitored and always updated. This......

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
Pennington, NJ, United States

Business Intelligence and Data Warehouse

Organize, access and analyze data. Our Business Intelligence and Data Warehouse solution is a turnkey multi-custodial data warehouse loaded with Albridge and Pershing data, hosted and managed by Albridge. Through consolidating data into one enterprise repository, firms make better use of multiple streams of information. At a firm level, information hierarchies can......

relevant regions
Plano, TX, United States

Caleb

Our proprietary machine-learning exercise where we will overlay our algo’s, research, and knowledge on your existing data to uncover previously unknown correlations and find hidden associations that are highly correlated to life stages, life events, products, and services within your clients....

relevant regions
Singapore, Singapore

Canopy - Financial Institutions

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

relevant regions
Singapore, Singapore

Canopy - High Net Worth Individuals

Wealth consolidation and insights made simple Canopy utilizes the latest technology to make wealth aggregation simple and easy. All assets Consolidate all types of financial and non-financial data. Canopy can handle everything! All formats Provide any type of file format or source document. Canopy takes care of the data extraction. Easy uploads Drag and drop your files......

relevant regions
Singapore, Singapore

Canopy - Wealth Professionals

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

relevant regions
St Louis, 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
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......

relevant regions
Herzila Pituach, Israel

Cappitech Insights

Our analytics tool ‘Insights’ provides actionable information at-a-glance including the top reasons for rejections and granular data on late reports. Accessible via an intuitive dashboard, Insights allows compliance officers to set Key Performance Indicators (KPIs) and measure their compliance reporting capabilities against the industry standard. Cross-regulation, it covers client reports......

relevant regions
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......

relevant regions
Geneva, Switzerland

CIM

CIM helps the banks and financial institutions in the areas of compliance (design, implement and monitor compliance processes), central register (structured and managed processes, follow up on open issues), and data protection (protect client confidential data, reduce operational risks)....

relevant regions
Boise, ID, United States

Clearwater

Clearwater aggregates our clients’ investment data, validates and reconciles that data, and makes it easy to analyze and report on. All of this is done on a daily basis, giving our clients the most accurate and up-to-date information possible. With Clearwater, the people accounting for and managing investments can do their......

relevant regions
Dublin, Ireland

Client & Counterparty Data Management

To onboard a new client, it is estimated that between 5 and 100 documents must be collected to satisfy regulatory compliance requirements. However, without a centralized and automated data management and regulatory outreach approach, financial institutions must contact customers (often repeatedly) to submit data and documentation that may have previously......

relevant regions
Palo Alto, CA, United States

Cloudera Enterprise Data Cloud

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

relevant regions
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
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
Birmingham, United Kingdom

Compliance Monitoring & Reporting

Underpinning the IMVS Solution is a database containing a vast amount of data relating to all aspects of your firm’s wealth management activities. This module is designed to facilitate the analysis of this data to ensure that you are managing your client’s investments with up to date information on the......

relevant regions
London, United Kingdom

Consolidated Reporting

Once clients' banks are fully connected with Check6, data is securely fed into the Check6 data engine.  All the data is encrypted, processed and translated for accurate comparisons from all the client's various banks, holdings and funds, and it is consolidated. Moreover, data is injected with current and relevant market data and prices......

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
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’......

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
Pfäffikon, Switzerland

Custom Commercial Block Explorers

Explore data from multiple public and private blockchains from one place. See live fee rates, mempool activity, bulk import/export addresses, and share transaction statuses with customers Data validation Current fee rates Top chains supported Include private chains Bulk address I/O View confirmation time ...

relevant regions
Plano, TX, United States

Daniel

Our API platform that allows you to directly connect to our proprietary data through a standard set of RESTful services. Whether you are connecting your smart speaker, CRM, financial planning tool, risk system, or a database within your technology eco-system, this is the preferred channel....

relevant regions
London, United Kingdom

Data

This could involve data migration on to a new platform, interrogating data or managing and capturing test data. Our suite of value-driven services comprehensively supports enterprise-wide data lifecycle requirements. Our expertise encompasses data warehousing and business intelligence, data quality management, data security management, data architecture analysis, test data and design services. Our......

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......

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....

relevant regions
Redwood City, CA, United States

Data Analytics

Envestnet | Yodlee data analytics provides market research reports that leverage anonymized consumer transaction data from millions of de-identified accounts to uncover valuable insights in a variety of areas including: retail, media, credit-decisioning, fraud reduction, and much more. Plus, Envestnet | Yodlee Analytics for Financial Institutions helps financial institutions to easily apply......

relevant regions
Lehi, UT, United States

Data Analytics

...

relevant regions
Atlanta, GA, United States

Data Analytics Suite

Generating insights from data remains a huge challenge for most data providers, causing friction during the sales process to quants and investment managers. Why? Because a unique data feed is not enough to prove the value to a specific end users needs. Lucena’s data analytics suite for financial markets provides validation and......

relevant regions
Paris, France

Data Avangarde

Data Avangarde is an AI-based master data management platform to automate and secure the entire data production and repository management chain. The significant increase in data volume poses a major challenge to companies in terms of data management, quality, and governance. As a result, data analysts spend more than half of their time searching,......

relevant regions
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
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......

relevant regions
Zurich, Switzerland

Data Driven Transformation

Orbium helps Avaloq clients use business intelligence and data analytics successfully to change and grow their business. Our services and tools on data driven transformation make the most of the latest digital capabilities....

relevant regions
Lehi, UT, United States

Data Enhancement

...

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......

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......

relevant regions
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
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......

relevant regions
Wellesley, MA, United States

Data Management

At Eagle we are passionate about data management for the financial services industry. Some people think a big box solution can be applied anywhere. In our decades of experience, consistently providing accurate and actionable information to be the lifeblood of a financial investment operation requires a specialized solution and mindset.......

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
Irvine, CA, United States

Data Management, Reconciliation and Migration Services

We provide our clients real-time, remote data management 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......

relevant regions
Edinburgh, United Kingdom

Data Matching

Prevent money laundering Our Mortality Screening enables you to cut fraud and identify significant savings through reduced annuity write-offs. You can minimise overpayment write-offs and reduce fraud while preventing money laundering offences. Reduce fraud Our Identity Verification service helps you to instantly identify genuine customers and by doing so it can help you to streamline your application processes, claims and......

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......

relevant regions
Redwood City, CA, United States

Data Platform

Today’s banking customers expect personal and tailored experiences anytime, anywhere. With the first cloud platform for financial services that brings bank-grade security to an open platform model, Envestnet® | Yodlee® enables financial institutions and Internet innovators to compete more effectively. With our financial data APIs, financial institutions and developers have the......

relevant regions
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
Appenzell, Switzerland

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......

relevant regions
Pennington, NJ, United States

Data Quality Benchmarking

Leading the way in data accuracy and quality. Our Data Quality Benchmark scorecards are designed to give financial institutions a clear picture on the quality of their data included on Albridge Wealth Reporting relative to their market segment. Our goal is to set a standard for data quality throughout the industry,......

relevant regions
Edinburgh, United Kingdom

Data services

Aggregation Inbest aggregates banking, investment and pension accounts to create a holistic view of customers financial situation Categorization Inbest normalises and categorizes accounts’ balances and transactions to get a detailed breakdown of customers financial situation Analysis Inbest performs an exhaustive analysis of customers balance sheet, investment portfolio, lifestyle and investment goals...

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 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......

relevant regions
London, United Kingdom

Data Translation

By way of this, we are able at any stage to either access, transfer, process, store and enrich data. Moreover, Check6 works to display data in investment overviews to improve operations. However, we are also able to fulfil part of the chain.  In case you already have a property management reporting system......

relevant regions
Waltham, MA, United States

Data Visibility and Control

If you don’t have visibility into your organization’s sensitive data, you can’t protect it. Digital Guardian for Data Visibility and Control enables you to understand exactly where your organization’s PII, PCI, PHI data is and how it’s being used – without requiring pre- defined policies. It also delivers device control and......

relevant regions
Singapore, Singapore

Dathena Classify

Dathena Classify quickly, accurately and intelligently classifies your data by business category and by level of confidentiality. With industry leading "out-of-the-box" accuracy, the powerful Dathena 99 A.I. core engine quickly learns any organization’s unique documentation patterns & classification requirements, reaching 99% accuracy shortly after deployment. Features Live classification of data at rest or in motion Automatic......

relevant regions
Singapore, Singapore

Dathena Detect

Dathena Detect sheds light on who is creating and accessing data and how, when and where they are doing it. Dathena Detect analyzes user & data behavior and alerts you to any anomalies, allowing for efficient risk event mitigation without having to define complex monitoring rules. Features Continuous monitoring and detection of data access &......

relevant regions
Singapore, Singapore

Dathena Discovery

You can’t protect what you don’t know. Start your data protection journey right with Dathena Discovery and immediately gain full insight into what kind of files you store across your entire organisation, where they are located and who has access to them. Features Map & monitor all your data files Identify your business critical......

relevant regions
Singapore, Singapore

Dathena Privacy

Dathena Privacy scans all your files to automatically and accurately detect and map all personal data (or PII) they may contain. Dathena Privacy then builds a comprehensive library of all the personal data information you store and provides you with a user-friendly, interactive visualization of where they are and who has access to them. Features Identify......

relevant regions
Singapore, Singapore

Dathena Protect

Dathena Protect boosts the effectiveness of your data loss prevention (DLP) solution by ensuring Dathena's granular classification tags & key-words are seamlessly exported to any third-party information security system. Dathena enables all known information security tools with highly accurate and intelligent dictionaries, built by our multi-patented technology, the Dathena 99 A.I. core engine. Features Powering......

relevant regions
Plano, TX, United States

David

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

relevant regions
Bristol, United Kingdom

DCI - Data Analyst

This is particularly critical for wealth managers who have a robustly enforced regulatory obligation to do so and where poor or missing data not only has the potential to cause reputational damage but may also lead to financial loss and even regulatory sanctions. The regulatory demand on investment firms is relentless.......

relevant regions
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
Meylan, France

Distribute™

How Distribute works Architecture Streamdata.io Distribute™ is a containerized set of microservices for delivering event-driven infrastructure wherever it is needed. This provides a self-contained, deployable anywhere, seamlessly orchestrated, event-driven infrastructure that augments your existing API architecture with a next-generation publish and subscribe, topical-defined streaming data layer.   Experience the power of realtime data with......

relevant regions
Pennington, NJ, United States

Distribution Management System

The Distribution Management System combines comprehensive industry data into effective data visualization dashboards and reports that empower financial service executives to make actionable business intelligence decisions. In today’s competitive landscape, Albridge Analytics provides your firm with data analytics that answer key questions and help produce successful results. An intelligent, more accurate......

relevant regions
San Jose, 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
Wellesley, MA, United States

Eagle Managed Services

With the assistance of Eagle Managed Services, your organization begins the day with investment data that is organized and ready for use. Helping you to get the most of the data assets available to you, so you can focus your time on mining for insights—leveraging data to drive real business......

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......

relevant regions
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......

relevant regions
New York, NY, United States

Electra Data

Electra Data, previously titled RecCollect, is a complete source for accurate, reliable data that provides consolidated securities, cash position and transaction information from more than 2,600 feeds from global custodians, prime brokers, broker/dealers, subadvisors, counterparties and other financial institutions. The solution is a comprehensive service that supports every aspect of your operation, further reducing manual processes and the associated cost and......

relevant regions
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......

relevant regions
Chicago, IL, United States

ERS Data Management

The ERS Data Management Platform provides data aggregation and reporting services to plan providers, broker dealers, and DCIO firm’s supporting their compliance, reporting and business intelligence needs. The ERS Data Management Platform aggregates your book of business into a central data repository and provides you access to a practice management system......

relevant regions
Broomfield, CO, 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
Zurich, 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
Zurich, 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
Zurich, 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
Zurich, 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
Windsor, CT, United States

Evare

Evare is SS&C's financial service-based solution with a specialized focus in the data aggregation, normalization, transformation and delivery to and from financial entities, including custodians, investment managers, managed accounts, third-party administrators, banks, and corporations. Evare's data collection service offerings are concentrated in the post-trade, compliance and reconciliation arena of the securities......

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......

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....

relevant regions
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
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 unparalled vantage point for your financial assets. Our unique perspective comes from a thorough knowledge of financial instruments, experience managing systems......

relevant regions
Zurich, Switzerland

FinCube

Comprehensive and reliable data is a crucial issue in the banking sector since this forms the basis for all analyses and decisions. Moreover, advanced predictive and prescriptive analytics are opening up new areas of competitive advantage. Key to maximising opportunities is a master database – a single source of truth.......

relevant regions
New York, NY, 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
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......

relevant regions
Lehi, UT, United States

Fintech API

...

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

Fregnan

Asset management is changing Regulatory and technological changes mean there has never been a greater need for high quality equity research at an affordable price. Shift to passive investment Increased costs due to MiFID II Tech-savvy Millenials Fintech and robo-advisor disruption By enhancing your research base and providing trusted models to support your investment decisions, FREĠNAN is here......

relevant regions
London, United Kingdom

Fundipedia

Asset management firms do not have a single centralised repository for all product related static information. Instead they rely on multiple teams updating and maintaining the data that is relevant to them in their own preferred formats. With an increase demand for data from regulators across the globe, and subsequently......

relevant regions
Vienna, Austria

GAIN Corporate Actions

GAIN Corporate Actions empowers investment management and global custodian firms to keep control of their corporate actions data. This purpose-built business application maximises straight-through-processing rates while ensuring the quality of the master record, protecting core operational systems from incomplete and poor quality data. GAIN Corporate Actions captures and analyses corporate actions......

relevant regions
Vienna, Austria

GAIN Data Portal

GAIN Data Portal is dedicated to the efficient and compliant sourcing of market and reference data from popular vendors. This lightweight web application executes pre-defined data feed requests, stores the acquired data in a central repository, and makes the data accessible to all users, applications and accounts —ensuring easy, compliant......

relevant regions
Vienna, Austria

GAIN Entity Master

GAIN Entity Master is a comprehensive business application for cleansing, matching and maintaining Entity Data. It uniquely enables data managers and operations, as well as compliance and risk management professionals, to increase and maintain the quality of reference data related to the entities they interact with and are exposed to. Uncover......

relevant regions
Vienna, Austria

GAIN Portfolio Pricing

GAIN Portfolio Pricing is a productized business application dedicated to the central pricing of multiple portfolios. The application provides a central point of control, quality and transparency for pricing funds and portfolios, helping pricing teams to boost STP levels and increase their business agility. Control and transparency for pricing policies GAIN Portfolio Pricing......

relevant regions
Vienna, Austria

GAIN Quant DB

GAIN Quant DB is a highly configurable aggregation database designed to accelerate the development of models and testing of strategies in MatLab, R or other analytics platforms. The system helps speed up research processes by automating tedious data preparation tasks. GAIN Quant DB aggregates and cross-references data from multiple sources......

relevant regions
Vienna, Austria

GAIN Security Master

GAIN Security Master is a productized business application that automates the acquisition and quality control of reference data, including securities data across all asset classes. Through exception-based processing, strict controls, and validation rules, it guarantees data quality from the moment a new security is created in the system. The application......

relevant regions
Rowayton, CT, United States

Geronimo

The Geronimo offering helps partners set up their own cloud environment. Let’s face it if data is going to be an alpha differentiator you are going to want to control it in your own environment....

relevant regions
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
London, United Kingdom

IMAnalytics™

IMAnalytics™ deploys the latest and innovative internet technologies to provide a rich and intuitive user experience to business users. Users can query data and create a report whenever needed without the need for specialised database skills or IT resources. IMAnalytics™ is available with out of box connectivity to IMSecurities™ and IMActions™......

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......

relevant regions
New York, NY, United States

Innovest Data Aggregation Services

Innovest is pleased to partner with OpenFinance to offer our clients data aggregation services that automate the gathering of data from numerous sources, formats, architectures and/or technologies. This service will allow investment officers and advisors to make the best possible recommendations arming them with a comprehensive view of clients’ asset......

relevant regions
San Francisco, CA, United States

Insight360 Data

About our scores Insight The Insight Score is a measure of a company’s longer- term ESG track record, similar to a ratings system. Scores are less sensitive to daily events and reflect the enduring performance record of a company over time. Momentum Measures the trend of a company’s Insight score. It is a unique......

relevant regions
Colorado, 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......

relevant regions
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......

relevant regions
Munich, Germany

International Data Privacy Baseline

Alyne provides guidance and controls for building and maintaining a mature and compliant privacy organisation and enables you to easily assess and benchmark maturity. The Alyne library covers key privacy legislation such as legal requirements in the EU, Germany, UK, Finland and Australia and includes topics such as breach notification......

relevant regions
Long Crendon, United Kingdom

Invessed Analytics

Get a full picture of investor behaviour, by combining web and mobile analytics with investment performance, asset class exposure and CRM data. Visualise investor journeys on an embedded dashboard, drilling down to individual action. Stay informed with notifications on significant movements.  Deliver innovation for your organisation. Get Insights from hidden patterns in......

relevant regions
Beverly Hills, CA, United States

InvestCloud Orange

InvestCloud Orange has modelled the financial industry into a data model – arguably the hardest data challenge. InvestCloud Orange provides all participants in the financial markets with world-class digital warehousing, data management and technology solutions to better manage your business and harness operational efficiency. Orange apps provide a portal into that......

relevant regions
Søborg, Denmark

Investment Accounting

Investment Accounting is the corner stone 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......

relevant regions
Wellesley, MA, United States

Investment Book of Record

Eagle’s data-centric approach to IBOR means all of your investment data is centralized providing you with a single source of financial truth to support a consolidated, real-time investment view of assets, exposures and risks across the enterprise, including:  Current investment activity Positions Cash Balances Cash and stock forecasting Complex multi-asset portfolios Timely & accurate Eagle’s IBOR solution......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
London, United Kingdom

ITILook

A real-time and dynamic version of a bubble chart, ITILook allows the user to navigate through large data sets, visualising the important data points and their place within the larger universe. ITILook allows data to be sorted and sliced to quickly and easily identify trends and select individual points. Search criteria, both preset and......

relevant regions
Rockville, MD, United States

JReport

JReport is an embedded reporting and visualization solution that provides highly customizable embedded analytics for web applications. With JReport, any application can empower end users to create, navigate and interact with their data visualizations. Now any user can take advantage of cutting-edge interfaces and functionalities from within the context of......

relevant regions
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......

relevant regions
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....

relevant regions
Exton, PA, United States

KnowLedger

Are you trapped in a never-ending pattern of compiling detailed reports, reconciling data issues, manually re-keying endless transactions, and spending more time on data than decisions? If so, KnowLedger might be right for you. Move data from anywhere to anywhere Integrate with any system Smart, rules-based movement ensures accuracy Managed by our highly experienced......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
Nicosia, Cyprus

Legacy Migration Suite

Data migration Organizations of all sizes invest substantial amounts of time and money in their attempts to migrate legacy data for use in new information-intensive applications. Financial reconciliation Relying on spreadsheets for financial reconciliation results in a heavily manual process that is slow to produce numbers and often linked to key man dependency and the......

relevant regions
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......

relevant regions
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......

relevant regions
Plano, TX, United States

LS/LE

Our proprietary algorithm (predictive computational model) that searches for, uncovers, and correlates the most impactful events that could occur in a person's life and presents that information back to the user through voice, API, or web experience in a simple easy to understand manner....

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
London, United Kingdom

Markit Digital

Markit Digital is dedicated to the delivery and presentation of financial data, transforming complex information into elegant user experiences. As a leading Software as a Service (SaaS) provider in the financial services industry, our innovative visualisations are the standard for interpreting, manipulating and displaying financial information....

relevant regions
Zurich, Switzerland

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......

relevant regions
London, United Kingdom

Mergermarket Envision

Mergers and acquisitions Analyse M&A activity by region, value, advisor rankings and top deals.  ...

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......

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......

relevant regions
Chicago, IL, United States

Morningstar® ByAllAccounts

The Morningstar® ByAllAccountsSM service began from the simple realization that there had to be a better way for advisory firms to create consolidated reports than to receive statements in the mail and then manually enter that data. Architecting the network The ByAllAccounts co-founders took a calculated risk that by designing and building a flexible......

relevant regions
Chicago, IL, United States

Morningstar Direct

Build and manage investments How your business will continue to compete is one of the most critical questions facing firms. With new regulations and shifts in investor preferences, it’s important that your solutions are as relevant as they are financially sound. Stand out from competitors Position your products to succeed by better understanding......

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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

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
Sydney, 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......

relevant regions
San Jose, CA, United States

Omniscient CRM

While in stealth mode, Omniscient is tightly integrated with custodial-agnostic asset, MS Exchange, email and calendar integration, as well as document management and robust CRM functionality. Omniscient is rapidly becoming known for delivering best in class, on-demand Service Enabled Software TM, which is both relatively low-cost and very simple to......

relevant regions
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
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......

relevant regions
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......

relevant regions
Stamford, CT, United States

Outsourced Solutions

The complexity and demands facing investors and financial professionals have grown significantly over the past decade. This trend will not only continue, but will most likely accelerate. Markets, investments, regulations, tax laws, accounting standards, and information technology all continue to evolve and to impact each other. New tools and techniques......

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......

relevant regions
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......

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......

relevant regions
San Francisco, CA, United States

Plaid - Banking & Brokerage

The problem Account onboarding can be a cumbersome process with users waiting days for micro-deposits to post. The solution Plaid speeds up account onboarding and supports ongoing payments for checking, savings, credit card, and brokerage accounts. Enable payments by collecting account and routing numbers Auth pulls users' account and routing information instantly, which can be used......

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
Stamford, CT, United States

Portfolio View™

Portfolio View™ provides secure, web-based access to your portfolio data. 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
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
New York, NY, United States

Prospecting

Construct a holistic view of a client's financial life and deliver and engaging experiences that will attract and retain clients. Connect investor accounts to instantly generate suitability profiles around financial needs, experience levels, and risk....

relevant regions
Rödermark, Germany

PSplus Wealth Manager

PSplus Wealth Manager is the ideal wealth management software for family offices, asset managers, banks and foundations. As well as representing liquid assets, PSplus depicts private equity, real estate and other illiquid assets and consolidates complex asset structures. The modules Advisor Portal and Client Portal support in addition the complete process......

relevant regions
Toronto, ON, Canada

PureTrades

Now you no longer need to worry about your data feed potentially providing inaccurate values. PureTrades completes an automated daily reconciliation to flag discrepancies in portfolio holdings. You can connect to the database, update data on the fly, and ensure your data meets the reporting needs of your advisors and......

relevant regions
Radnor, 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
Radnor, 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......

relevant regions
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
Radnor, 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
Munich, Germany

QPLIX

QPLIX is designed to make your life simple. Its features cover all aspects of wealth and investment management and range from allocation and analytics tools to document management solutions and reporting as well as accounting support. If you are looking for one solution that serves all your needs, you are......

relevant regions
Atlanta, GA, United States

QuantDesk®

An AI investment research platform powered by big data. QuantDesk allows you to form and validate a quantitative investment approach with a user-friendly interface. Evaluate alternative data, discover predictive signals, test new theories and build winning investment strategies. No data science expertise or coding required. Who uses QuantDesk? Any business minded investment professional. Data vendors......

relevant regions
New York, NY, United States

Real-Time Data Management

Real-time global security master. Maintaining a real-time global security master across numerous asset classes and time zones can be daunting. Imagine provides live pricing and derived data for a wide range of asset classes traded on exchanges and OTC markets globally including equities, convertibles, fixed income, credit, foreign exchange, commodities, hybrids,......

relevant regions
Windsor, CT, United States

Recon

Reconciliation and exception management deal with data from across the enterprise on a day-to-day basis, forming an excellent focal point for the application of operational risk controls and policies. Recon is a scalable system that gives you more control over your accounting lifecycle including account, cash and position reconciliations. With......

relevant regions
Colorado, 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
El Segundo, CA, United States

Reconciliation Reporting and Billing

Reconciliation outsourcing services for investment firms For asset and wealth managers, expert reconciliation, reporting, and billing aren’t just daily tasks—they’re critical operations for supporting your firm’s growth. At Empaxis, we understand the challenges businesses face reconciling portfolios—and we’re here to do the heavy lifting for you. Our services are comprehensive and......

relevant regions
Birmingham, United Kingdom

Reconciliation Services

PVS (Portfolio Valuation Service) Under a licence agreement with Financial Express (FE), we are able to re-distribute to our users the closing prices and other residual data including currency, exchange rates, yields and indices. Overnight, eHUB (the Electronic Integration Engine within the database) collects the codes for active instruments within the database......

relevant regions
London, United Kingdom

Reference Data Testing

This service checks if the correct counterparty or client has been reported. Executes a range of tests to counterparty and instrument reference data for both accuracy and completeness. Full population of reference data is tested for complete mappings to the appropriate identifiers. Assesses the use and allocation of internal identifiers.......

relevant regions
Dublin, Ireland

Regulatory Data Management

New regulations, from MiFID II and PRIIPs in Europe through to SEC Reporting Modernization in the US, require firms to collect, enrich and derive data from multiple internal and external sources — a siloed or manual approach leads to the delivery of inaccurate, incomplete or inconsistent data, putting your firm......

relevant regions
Colorado, 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
Toronto, ON, Canada

Reporting

InvestorCOM Digital Wealth Reporting provides a highly engaging, interactive client experience equivalent to leading robo-advisor platforms. Our E-CDM solution reduces compliance costs by up to 75% and has eliminated over $5M in industry costs related to the Continuous Disclosure Management process....

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
Stamford, CT, United States

Rockit®Command

Rockit®Command is the primary way most financial professionals access Rockit’s proprietary database. This intuitive yet powerful interface is graphically sophisticated, easy to navigate, and offers customizable dashboards for key investment data. Rockit®Command’s capabilities include the ability to sort, gather, compare and filter your data virtually in any way you need. It......

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
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
Dublin, Ireland

Silverfinch Look-Through Utility

Service model This product is primarily self-service. Users are supported by a support team that provides on-boarding assistance, reconciliation services for targets ‘not found’ against the universe of funds listed on Silverfinch and technical support. Other activities are self-service: Maintenance of fund target lists Data integration testing Uploading of portfolio holdings data Data quality management Listing/delisting Static data......

relevant regions
Copenhagen, Denmark

SimCorp Coric Client Reporting

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

relevant regions
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....

relevant regions
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....

relevant regions
Plano, TX, United States

Solomon

Our proprietary AI engine and database that aggregates and correlates hundreds of millions of points of data elements such as; age, race, risk tolerance, gender, personas, life stages, life events, healthcare costs, and geography, etc. into a single system....

relevant regions
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....

relevant regions
Edinburgh, United Kingdom

Standards

Data movement is the blood flow of our industry. Without effective standard data movement any and all technological advances just wouldn't be possible. Our Open Standards have enabled that effective movement of data between financial organisations for over 25 years. Our Standards are managed by Criterion and are used across......

relevant regions
Exton, PA, United States

Statement digitization process

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

relevant regions
West Chester, PA, United States

STP Portal

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

relevant regions
New York, NY, United States

Suitability

Confidently determine the suitability of financial advice and products by connecting investor accounts to better understanding a client's financial needs, experience levels, and risk exposure. Monitor changes in finances and cash flow across accounts to proactively inform and adjust advice....

relevant regions
New York, NY, United States

Summitas platform

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

relevant regions
Seattle, WA, United States

Tableau Desktop

Get actionable insights fast Leave chart builders behind. Live visual analytics fuel unlimited data exploration. Interactive dashboards help you uncover hidden insights on the fly. Tableau harnesses people’s natural ability to spot visual patterns quickly, revealing everyday opportunities and eureka moments alike. Connect to more data Connect to data on prem or in the cloud—whether......

relevant regions
Seattle, WA, United States

Tableau Online

Share and collaborate in the cloud Tableau Online is your analytics platform fully hosted in the cloud. Publish dashboards and share your discoveries with anyone. Invite colleagues or customers to explore hidden opportunities with interactive visualizations and accurate data. All easily accessible from a browser or on the go with our mobile......

relevant regions
Seattle, WA, United States

Tableau Prep

Self-service data preparation with Tableau Prep Builder and Prep Conductor In many organizations, data prep is reserved for people who have specialized skills, the data engineers and data scientists in your company. Only once the data is prepared can analysts and business users start performing their analysis. Tableau Prep changes this by......

relevant regions
Seattle, WA, United States

Tableau Server

Data to the people—responsibly 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 pre-defined questions, wizards, or chart types. Have the peace of mind that both your data and your analytics......

relevant regions
Windsor, CT, United States

Tamale RMS

Knowledge derived from research is your firm’s edge. Advent’s Tamale RMS® lets you organize an escalating volume of research data and apply it more effectively in due diligence. It’s a centralized repository for capturing, organizing, and sharing every piece of research you receive or create. With Tamale, teams spend their......

relevant regions
Madrid, Spain

TechRules Fund Solutions

Flexibility and adaptation to legal requirements in fund factsheet generation. Our advanced and comprehensive Fund Solutions is designed to manage all figures, data, reports and needs for investment funds. This financial solution provides tools to manage different data sources and obtain accurate reports complying with the legal requirements. The system......

relevant regions
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......

relevant regions
Geneva, Switzerland

Temenos DataSource

Temenos DataSource is a web-enabled enterprise data management solution that automatically optimises the quality of your financial instrument master data. This includes instrument static data, issuer data, corporate actions and prices. It eliminates errors through duplication, enhances productivity through straight through processing, reduces operating costs through its automated processing, ensures......

relevant regions
London, United Kingdom

The Aprexo Hub

The challenge Key business functions such as portfolio managers, market risk and reporting commonly lack consolidated and easily accessible intra-day views of transaction and positions data across the business. The ideal way to provide this information is via a single consistent investment book of record, or IBOR. Current solutions available to......

relevant regions
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,......

relevant regions
Sydney, NSW, Australia

The InvestmentLink Platform

Access to an unparallelled data source By using the power of the InvestmentLink Platform, users gain access to the largest data source in Australia. Connect directly to over 300 funds, super funds, platforms, wraps, banks and credit card providers, as well as a further 300 feeds through InvestmentLink Real Time (ILRT). Whether you......

relevant regions
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......

relevant regions
London, United Kingdom

The VSmart Surveillance Portal

Your window into user behaviour. Introducing the VSmart Surveillance Portal, the cornerstone of your mobile compliance strategy. Communications are presented clearly on our intuitive, user friendly desktop interface. Administrators can easily analyse communications from dashboard widgets or investigate isolated conversations. Features Our advanced mobile surveillance portal is designed for administrators and compliance teams to dive deeper......

relevant regions
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......

relevant regions
San Jose, CA, United States

TruHub

Enterprise class Know Your Customer onboarding system which uses regulatory equivalent workflows to quickly create comprehensive digitized customer data sets – at a fraction of the time, cost, and risk of any other method. Onboard customers 500% faster at 20% of the cost by using Hub. Simplified KYC capture and review helps companies......

relevant regions
Fleet, United Kingdom

TrustQuay 5 Series

TrustQuay has been serving the wealth management market for over 30 years and has more than 400 customers in 32 countries. Our customers range from smaller independent organisations with a single office to some of the world’s largest organisations with multiple global offices. TrustQuay 5Series is designed to support the core business......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
London, United Kingdom

VSmart - Voice recording for iPhone

Implementing a mobile recording solution that works across a mixed device estate can be a tricky decision to make. We’ve developed mobile voice recording on iPhone to accommodate for your firm's device preference. Features: Call recording Our state-of-the-art technology ensures recordings are clear and uninterrupted. Dual numbers Switch seamlessly between your personal number and your compliant......

relevant regions
London, United Kingdom

VSmart - Voice & SMS recording on Android

Introducing the pinnacle of mobile voice recording. VSmart for Android is tried, tested and trusted by leading financial institutions, globally. “Using VSmart allows us to deploy one solution across the globe regardless of the regulatory requirements in each region. For a bank of our size, that’s incredibly powerful” Canadian Tier 1 Bank Features: Call recording Our state-of-the-art......

relevant regions
London, United Kingdom

VSmart - WhatsApp and WeChat capture

Communicate with your clients over WhatsApp and WeChat. VSmart captures your instant messenger communications in real-time and accounts for every message sent and received. Features Real-time capture All WhatsApp and WeChat communications are captured instantly in real-time, ensuring that messages are accounted for, even if they are deleted after being sent. Participate in group chats There is......

relevant regions
Frankfurt, Germany

vwd fund cloud

vwd fund cloud allows you to generate, administer and publish fund information and documents that are always consistent and compliant with regulatory requirements – through all communication and sales channels. At the heart of vwd fund cloud is the central database, access to which is via a browser-based interface. All data......

relevant regions
Montreal, Canada

Wealthica for the Family Office

Your personal family dashboard 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 and visible for an individual family member or groups within the family. A secure access to your net worth Your family......

relevant regions
Carlsbad, CA, 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....

relevant regions
Bellevue, WA, United States

Weave Global Finance

Weave does much more than gather generic content about ideas and concepts such as interest rates, financial markets and trade policy. Weave populates its fabrics with content specific to the intersection of global finance and numerous other topics—such as innovation, disruption, regulations, risk and public policy. Weave does not just......

relevant regions
Adelaide, 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......

relevant regions
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......

relevant regions
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
Zurich, Switzerland

Zenai

ZENAI’s platform is a combination of our deep technical and financial knowledge with our proven machine learning expertise. Benefit from the various value generators of our solution which enable you to increase efficiency and reach a high degree of automation. The unique and innovative toolset, developed by our inhouse machine learning experts,......

relevant regions

Knowledge Resources

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