Opening and maintaining accounts requires filling out a lot of paperwork with a ton of repeated information. It’s a lengthy process, and every error makes it longer. What if you could eliminate errors and delays from your new business workflows? With Docupace, you can shrink processing times from days to minutes.......

Client type

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

Relevant Regions

• North America

The Wealth Portal is not only an online portal through which clients can check all the information and data of the composition and performance of their investment portfolio, but also a platform for digital communication. The portal is available as a native iOS and Android mobile app or in a......

Client type

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

Relevant Regions

• Eastern Europe
• Western Europe

The Etops solution allows you to collect data from a various range of custodians, which can be easily interpreted in various formats using AI-based technology. Our solution performs reliable reconciliation and quality checks overseen by our experienced service team. You profit from aggregated transactions and positions of your portfolios delivered in......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• End Private Clients
• Family Offices
• Financial Advisors

Relevant Regions

• Western Europe

Advanced and comprehensive, our Core-to-digital platform includes 3 main components: a Core Banking System, a Portfolio Management System (PMS) and a Digital Client Lifecycle Management (CLM) including Web & Mobile Client and EAM Portal. An ideal combination to empower our customers towards their successful business growth. Complemented by an Activity Workflow Manager, a Client Data......

Client type

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

Relevant Regions

• Africa
• Asia
• Middle East
• Oceania
• Western Europe

Does your organisation have data 'trapped' in contracts, prospectuses, KIIDs, factsheets or any other documents? Do you have to manually check data prior to publication of regulatory documents? Are you certain that your data is consistent across all RFPs / sales & marketing materials? FS:Insight from FundSense extracts any data, tables......

Client type

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

Relevant Regions

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

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

Client type

• Asset Managers
• End Private Clients
• Family Offices

Relevant Regions

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

Kaizen’s ReportShield™ quality assurance services combine regulatory expertise and advanced technology to act as a shield against reporting issues. Developed by former regulators and industry experts, they provide the controls you need to meet your regulatory obligations and manage your reporting risks. Accuracy Testing Utilising Kaizen’s multi-dimensional testing methodology, Accuracy Testing fully......

Client type

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

Relevant Regions

• Asia
• North America
• Oceania
• Western Europe

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

Client type

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

Relevant Regions

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

Objectway Cloud service delivers the most complete and scalable wealth and asset management platform in the market, supporting over 100 clients with more than one trillion euros of AUM. Objectway Cloud solutions free clients from the need to manage all software, technology and infrastructure issues, enabling time and cost-saving, allowing to focus more......

Client type

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

Relevant Regions

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

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

Client type

• Asset Managers
• Bank Wealth Managers
• Family Offices

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......

Client type

• End Private Clients
• Family Offices
• Financial Advisors

Relevant Regions

• Eastern Europe
• Western Europe

eXeer acts as an investment managers ‘data keystone’, it delivers three core capabilities. - One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers. - Two, it enables users to make intelligence-led decisions by understanding their data, and connects them with......

Client type

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

Relevant Regions

• Asia
• Eastern Europe
• North America
• Western Europe

  Practifi is the single, unified workspace for every role in a high-performing advisory firm. With insightful dashboards, rich client views, intelligent automation and advanced analytics, Practifi helps Advisory, Client Service, Compliance, Management and Marketing teams gain actionable insights and improve operational efficiency to deliver exceptional client services. ...

Client type

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

Relevant Regions

• North America
• Oceania

At Raise Partner, we believe that financial advisors have a central role to play in this regard, by effectively steering their investments and those of their clients towards greener assets. To achieve this goal, however, they still face a number of challenges: increased and not sufficiently precise regulatory requirements, increasingly abundant......

Client type

• Asset Managers
• Bank Wealth Managers
• Financial Advisors

Relevant Regions

• Asia
• Eastern Europe
• North America
• Western Europe

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

Client type

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

Fighting climate change is one of the most important goals on the global political agenda, with social and governance factors also being hot topics. This has instigated a global shift in the financial sector towards sustainable investment strategies, and the choice for future-oriented investors is expected to keep on growing.......

Client type

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

Relevant Regions

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

Aggregated from all major financial markets, our corporate actions data is structured to maximize the automation of operations. This enables firms to handle the growing volume and complexity of corporate actions. SIX processed over 8.4 million corporate action events processed in 2019. Our data enters the SIX quality control lifecycle from......

Client type

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

Relevant Regions

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

Connect offers a simple and affordable solution to organize and protect your data whilst gaining compliance and saving you valuable time.  Poor document filing wastes hours that busy financial planning firms just don’t have the time for. Time is money, and inefficient processes lead to substantial human resource costs. Connect lightens......

Client type

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

Relevant Regions

• Oceania

The acarda Platform offers you automated report generation through a central, modular platform calculation of risk, performance, costs and sustainability control, validation and mapping of core, NAV, market, account and cost data plus stocks and transactions best practice use of market standards one central dashboard for all regulations; fully transparent data, status, calculations and reports a user-friendly client......

relevant regions

• Western Europe

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......

Aggregation API and Seamless Integrations With our account aggregation API and integrations with many of the most widely used software systems in the wealth management industry, AllBackoffice account aggregation fits an unlimited number of use cases and can be accessed in virtually any system you use to run your business. Turn Insights......

relevant regions

• North America

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......

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

• North America
• Western Europe

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

relevant regions

• North America

Deliver exceptional client experiences: - Access a unified client view - Track profitability - Increase operational efficiency ...

relevant regions

• Oceania

actesy ExcelEasy actesy Excel Easy adds an audit trail to Excel, making changes traceable and version/reference comparisons as well as difference analysis possible.​​ actesy ValEasy Automatic testing and validation of processes, data and logics including chain tests across multiple systems and subsequent automatically generated report. actesy Documents actesy Documents enables holistic comparisons of all text......

relevant regions

• Western Europe

Ada is a cutting-edge technology platform born to bring a new face to the world of finance. Ada offers three apps in Ada Research, Ada Portfolios and Ada Advisory to asset managers, wealth managers, pension schemes and multinationals. The platform supports workflows through data, analytics, document management, insights, and portfolio......

relevant regions

• Western Europe

Smart insights through data analytics Advanced analytics and data science play a critical role in redefining customer interactions. We help our clients predict customer needs and deliver on expectations. We deliver enhanced profitability and cost optimization through effective data analysis and a three-pronged approach that helps clients preempt black swan events.......

relevant regions

• North America
• Western Europe

Let’s face it: reconciliation is a pain. Advent Custodial Data saves hours of work and reduces the risk of manual errors in the daily reconciliation process. Every day, it automatically consolidates account-level information from more than 800 custodians and funds for reconciliation, and posts this into your Advent portfolio management and reporting......

relevant regions

• North America

Consume account-level data With account-level data available from almost 800 custodians, brokers, and clearing firms, Advent Custodial Data (ACD) helps thousands of firms streamline, accelerate, and improve accuracy in their daily reconciliation process. With all the data available before you arrive at work, you can complete the process with fewer people in less......

relevant regions

• North America

The reports you create — and the decisions you make — are only as good as the data they are based on. Advent Data Solutions delivers accurate custodial, corporate actions and benchmark data directly into your portfolio management and trading platforms, how and when you need it. Base your decisions on data you......

relevant regions

• North America

Producing timely and accurate performance reports for clients or prospective clients is an essential activity within investment management firms. Simply describing period-to-period changes in value is only the start: the most compelling reports clearly demonstrate how your portfolio managers’ decisions and results compare to an industry standard index, representing a......

relevant regions

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

Advent Market Data (AMD) provides you with a single, cloud-based platform with connectivity to several leading, global market data sources. This allows Advent Portfolio Exchange (APX) to acquire critical data in order to manage your portfolios seamlessly. As a cloud-based solution, AMD delivers these capabilities quickly, helping reduce the overheads associated......

relevant regions

• North America

Advent Portfolio Data extends our ability to deliver the account-level data you depend on for reconciliation and other workflows, with greater access to portfolio data sources, including global custodians and counterparties. Save time gaining access to additional instrument coverage and access automated downloads, whenever data is available. Please note, this does not......

relevant regions

• North America
• Western Europe

Many firms need to customize Advent Custodial Data before sending it to their portfolio accounting systems — often a time-consuming and manual process. Now, the solution Advent TransPort is available to ACD subscribers that allows you to automate that process, eliminate workarounds, and save valuable time. Increase efficiency and streamline operations by applying custom......

relevant regions

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

A paper-free future is closer than you think Save 1.5hrs per client by slicing the time spent capturing and entering client information. AdvisorForms effortlessly records and syncs your client data with your System of Record. No manual data entry, transcription errors or lengthy new client onboarding process - just lots of......

relevant regions

• Oceania

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....

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

• North America

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......

Cyxtera’s AI/ML Compute as a Service, powered by NVIDIA DGX A100 systems, enables AI/ML-powered workloads to be deployed with great agility and speed.  Provisioning of AI and ML is made easier through our as-a-service model that eliminates the need for large capital outlays and over provisioning. Benefits Cost-efficiency Subscription-based model allows you to......

Aircloak Insights is a transparent proxy sitting between analysts and the sensitive data they need to work with. Analysts query the system like normal, using SQL or dashboards like Tableau. Aircloak Insights intercepts the query and tailors it to the data backend which may be SQL or a NoSQL big......

relevant regions

• Western Europe

Reasons to integrate Outsource 3rd party management Reduce the costs of contracting, vetting, building, and maintaining agreements with countless fintech apps. Ensure security and privacy Review security assessments and policies of all network participants — including Akoya, which is SOC 2 Type II certified. Implement once Stop one-off API integrations and offer Akoya as an access......

relevant regions

• North America

A Foundation Built on Quality Data Data quality is essential to your firm’s success. That’s why Albridge Data Aggregation applies numerous business integrity rules and features sophisticated data processing logic to reconcile transaction data with position data, resulting in timely and more accurate performance reporting data. Albridge Data Quality Benchmarking Albridge Data Quality......

relevant regions

• North America

Easily Connect to Data from Multiple Sources Albridge Data Delivery provides a secure, reliable and cost-effective means of receiving consolidated, normalized and high-quality data from multiple custodial and legacy systems to be available at the firm, advisor and investor level. Our clients and third-party providers have the flexibility to integrate this......

relevant regions

• North America

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

• Asia
• Western Europe

Dynamic watch lists alert the user to particular market events. Algomi ALFA delivers full data transparency for traders, PMs, quants, COOs and compliance across voice and electronic markets.  The structured and time-stamped data within the platform is used to support MiFID compliance, TCA and Best Execution as well as quantitative analysis......

relevant regions

• Asia
• North America
• Western Europe

Algomi ALFA consumes large volumes of messages from your connected venues and within nano-seconds, converts the disparate formats to a normalised JSON (Java Script Object Notation) format. These JSON messages are indexed and enriched with a unified identifier (typically ISIN), allowing for easy querying. These enriched JSON messages are used by the......

relevant regions

• Asia
• North America
• Western Europe

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......

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

• North America
• Western Europe

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......

Data aggregation With the proliferation of data in the industry over the last decade, investors require a central location to aggregate, store, edit and analyse. AlternativeSoft helps institutions categorise, clean and distribute data across their organisation, ensuring all analysis and reporting is accurate, consistent and easy to access. Asset selection Ensure your manager research......

relevant regions

• Western Europe

Capabilities Whether you are an allocator, an alternative asset manager or a strategic partner, AltsAxis is an unbiased fintech platform that delivers leading-edge proprietary software — combining the complete alternative investment ecosystem in one, secure platform. Our Platform Our novel networking platform has been designed from the ground up — leveraging proprietary software......

Our adaptable platform provides solutions for increasingly data-intensive industry requirements, improving workflow efficiency while also keeping costs under control. This means solutions for all data types and specific industry applications. From security master and market data to the most complex risk and stress testing requirements, we’re constantly evolving to stay......

relevant regions

• Africa
• North America
• South America
• Western Europe

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

• North America

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

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

aixigo's Analysing Kit is more than portfolio performance and portfolio analysis software. It allows portfolio-related data from various sources to be processed at unprecedented speed. Its monitoring function enables the automatic monitoring of individual key figures, quality measures or benchmarks, while the reporting function allows sharing individual insights with a......

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

• Asia
• Oceania
• Western Europe

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

• Western Europe

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

• Western Europe

Our SAAS Platform, APEX, consumes financial research - produced by both independent researchers and the large financial institutes - and co-mingles with news, internal documents, emails, and other forms of unstructured content....

relevant regions

• Western Europe

Yet the demand for better informed change is growing. Pressure from investors, employees and customers alike means that ESG ratings have become critical metrics for success. Regulatory developments, the ability to reduce risk and to produce superior returns requires a pioneering approach to serve the needs of forward thinking private......

Our high-performance API data feeds and trading infrastructure help hedge funds, investment banks, brokers, market makers, financial technology providers, and trading venues perform at their best with quality data delivered the way they want. All from one trusted source. We started as QuantHouse, the market leader in API trading technology. Now......

relevant regions

• Western Europe

Making investment or business decisions on accurate, consistent and near real-time transaction and position data to deliver the best client outcomes is of paramount importance. Our modern, powerful enterprise data mastering solution raises levels of efficiency and interoperability in an agile and secure way not possible before. It provides business users......

relevant regions

• Western Europe

The ARC platform is a complete remediation and new client onboarding platform, allowing organisations the ability to streamline and categorise customer data and risk in a single digital solution. It offers an innovative answer, to enable the collaborative administration of one-off and ongoing customer due diligence (CDD) and where required enhanced......

relevant regions

• Western Europe

We empower financial services institutions to maximize the value of their cloud platforms, data and legacy infrastructures We leverage the power of Salesforce and Amazon Web Services combined with the latest advances in data analytics, artificial intelligence and distributed ledger technology (DLT) as a result of our: 30+ years of experience in......

relevant regions

• North America

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......

Snapshot of a user’s finances Retrieve a consolidated summary showing account balances, historical transactions, and account holder identity information Transaction insights Review clean transaction data that includes category and merchant name—data is standardised across institutions Open Banking/PSD2 integrations Plaid’s integrations are Open Banking and PSD2 compliant, delivering secure and reliable access to the UK and......

ICS Athena at a glance A unique hosted investment data platform and service supporting investment organisations in turning their data into wisdom, utilising best-in-class data and reporting tools in a cost-efficient manner. Combined with your unique skills, ICS ATHENA enables you to maximise the value of your data and uncover insights into......

The single version of truth Sharing is caring Both for customers and compliance departments. Your customers are front and center with full control over whom they share their data with on the ecosystem. Version control  Means one KYC file per customer. Atlas maintains one version of truth per customer within your organization, ensuring that......

relevant regions

• Middle East
• Western Europe

BridgeFT is a cloud-native, API-first software and data platform that enables registered investment advisors (RIAs), financial institutions, and FinTech innovators to deliver better, data-driven outcomes for their clients. More than 300 leading firms trust BridgeFT to automate critical back office operations and power their digital wealth management ecosystems—seamlessly aligning essential wealth......

relevant regions

• North America

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......

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

• Western Europe

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

relevant regions

• North America

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......

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

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

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

• Western Europe

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

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

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

• Western Europe

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

• Western Europe

Wealth management is a relationship-based business — and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys automates portfolio reporting and accounting to help firms get more done in less time. Part of the powerful Advent Investment Suite, Axys......

relevant regions

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

To be specific, we enter the banking transactions of all custodian banks and match the positions and balances daily (with automated bank interfaces) or monthly (with bank documents booked manually). We also ensure that corporate actions, capital flows, and delivered values are accurately reflected – a prerequisite for correct performance calculation.......

relevant regions

• Western Europe

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

• North America

Real-time data Verify real-time account balances Open Banking/PSD2 integrations Plaid’s integrations are Open Banking and PSD2 compliant, delivering secure and reliable access to the UK and European financial ecosystems.  ...

...

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

• Western Europe

As your business moves forward, it’s important to ask yourself: is your client portal everything you want it to be? Leveraging key features of the Black Diamond Wealth Platform, Black Diamond Link delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful integration network that helps elevate your client......

relevant regions

• North America

BOX has comprehensive functionality for back-office integration, manual message processing, warehouse, and archiving. Fully integrated with the customer’s choice of infrastructure, the solution is based on a robust and format independent engine. BOX includes a flexible workflow engine for file/message management and orchestration – including routing, exception handling and interoperability with......

DreamQuark provide bank and insurance sales and customer engagement teams with AI based recommendations that generate new sales opportunities and engage better customers.  Financial services business teams trust DreamQuark Explainable AI to increase their revenues. They use our software Brain to train, control and deploy AI at large scale in their organizations......

The smarter way to manage your investments Aggregate your data Streamline portfolio management with a consolidated view of your investment accounts and data across all asset types. Forget about managing currency exchange rates and valuation data Measure performance accurately and compare data in the currency of your choice with automated currency conversion and price......

relevant regions

• Western Europe

BridgeFT is a cloud-native, API-first wealth infrastructure platform that enables registered investment advisors (RIAs), financial institutions, and FinTech innovators to deliver better, data-driven outcomes for their clients. 300+ leading firms trust BridgeFT to automate critical back office operations and power their digital wealth management ecosystems—seamlessly aligning essential wealth data, proactive client......

relevant regions

• North America

Model-based AI technology that’s personalized for your unique business While our competitors use a selection of legacy database-driven technologies, only Brighterion’s Smart Agents bring a powerful, distributed file system specifically designed to store knowledge and behaviors. This distributed architecture allows lightning speed response times (less than 10 milliseconds) on entry-level servers......

relevant regions

• North America

The modular concept of our highly flexible software Business Integrator enables fast and quick connections to your custodians and market data providers. For various custodians we offer out of the box, plug and play plugins.  The Business integrator analyses and process incoming data and delivers it to the target systems in......

relevant regions

• Western Europe

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

• North America

Castlight’s team of data scientists can help you maximise the value of your customer data and enhance your decision-making processes. Our consultancy-led team will review the effectiveness of your existing categorisation processes, work through solutions for any analytics issues you may have and identify opportunities for extracting more comprehensive or......

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• Western Europe

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......

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We are obsessed with data quality Bad data is useless data. At Canopy we are obsessed with data quality. In case we are managing your data upload, then all incoming data goes through the following two steps Mapping to a Single Security Master: Canopy is a transaction only booking system and all......

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Canopy is able to take in data in any format (APIs, Data Feeds, PDFs etc.). This allows us to connect to every single Bank/Custodian/Fund Administrator in the world.   Creating General Ledger for Accounting Support: Most of our customers need to prepare financial statements for the investment activities and for this they typically......

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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......

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

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• Western Europe

Today, customers are hyperconnected and have a wide range of needs, preferences and choices. They want their brands to provide meaningful and personal interactions with contextual messages at the right time. Customer communities act as influencers to recommend and influence buying decisions. In order to gain competitive advantage, organizations must......

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

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Our Benefits Innovative, Flexible Technology - Scalable, SaaS solution. We handle big data and efficiently automate regulatory reporting. Some of our clients report volumes as high as 10m transactions daily. Single Reporting Hub - One point of contact for multiple jurisdictions, monitoring, contracts and billing. Remain Informed - Our intuitive, user-friendly dashboard gives you the......

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Organize and gain visibility into work Define, organize, and execute strategically aligned work Access and dynamically deploy resources Identify, access, and allocate internal & external talent Drive better business performance Surface actionable insights into resources’ impact on business Strategic alignment Ensure that projects are aligned with your initiatives — and that the right data are collected on......

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Causal AI understands, explains and predicts financial markets, offering the next generation of portfolio optimization and risk management capability, enabling asset managers to unlock latent market value. Modern challenges in capital markets are well known Investors demand lower fees and greater explainability from discretionary managers, while systematic funds must constantly extract new......

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• Western Europe

With Causal AI, banks can build explainable models that unlock the potential in their data, empowering them to be more efficient and flexible. The regulatory landscape We understand the time, effort and scrutiny required for models to be deployed within large financial institutions. With causaLens, model developers can spend less time writing......

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• Western Europe

Investors demand lower fees and greater explainability from discretionary managers, while systematic funds must constantly extract new signals from an ocean of marginally-useful data. Banks find their models frequently upended by regulations, geopolitics, or regime changes. Artificial Intelligence and Machine Learning techniques can provide solutions to these and other problems. But......

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Now work with us to configure a unique proposition that takes your business to another level by combining products and services from our partners with your data asset on our operating system, allowing you to differentiate and acquire customers, and grow revenues and margins while minimising costs and capital outlay. Choose......

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• Western Europe

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......

Shape a new way to work. Move beyond traditional charts to custom data visualizations that intuitively explain and engage users with actionable, tradable data. Our solutions bring complex data-sets to life for all sectors of finance. See sample use cases below. Pre-trade analytics Active Trader plus Trade from Chart is a trading specific......

Citrix analytics solutions allow organizations to detect and deflect potential threats, and to quickly address performance issues—long before security incidents occur or employees begin to submit help desk tickets. Machine learning and artificial intelligence are used to provide real-time insights into user behavior, and to automate the process of preventing......

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Citrix collaboration solutions enable teams to share files and streamline workflows—without compromising security or putting sensitive information at risk. It’s the answer for employees who are tired of devoting hours a day to sharing and reviewing multiple versions of the same document, and hunting down information that’s scattered across clouds......

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Seamless investment data aggregation, validation, and reconciliation Efficiently scale your investment strategy, diversify asset classes, and improve your data management processes. Integrated with downstream systems to provide clean data to all your investment accounting processes Fully validated and reconciled data each day means you can make confident decisions Daily audit-quality data enables you to......

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• Asia
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Regulatory supervisors mandate the need for the ongoing review of customers to assess all clients’ activities and behaviours over time. Fundamental to this is the ability to bring together disparate sets of customer-related data so that there is a ‘single view of the customer’ - not just at a snapshot in......

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• Western Europe

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......

Benefits For you Uncover held-away assets by empowering clients to link their accounts. Save time and create real-time plans. Get clients actively involved and give them ownership to fulfill your recommendations. For your client Give clients tools to better understand and manage their cash flow, budgeting and debt management. Reassure clients during market volatility and keep them focused on achieving their goals. Help......

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• North America

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......

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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......

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With our Access Services, we offer everything you need to protect your Internet connection against unauthorized access and for authorized access to your data from outside in two basic modules and extensions. The products from certified manufacturers used for this purpose are administered and actively monitored by us. In this way we......

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The professional backup of operationally relevant data is absolutely necessary for every company. In addition to backup, storage in a safe place and the ability to restore data at any time are key requirements. Cofex Backup Services (CBS) offer various options for automatically and reliably backing up data, storing it in our......

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With the simply designed control panel, you as the administrator fully control your data and access authorizations. Employees and business partners can access current data at any time via desktop, web or mobile app. Regardless of whether you use Cofex Business Data Services for file sharing, synchronization or data storage, the Cofex......

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Secure and fully automated solution for collecting bank data, which is presented in an aggregated and structured manner on a well-known technical platform (XML) and can be used by different platform systems. Our aim is to provide the data with high quality, securely and reliably. We serve over 200 end clients......

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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......

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• Western Europe

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......

With AI-enabled advice and service delivery, your organization can incorporate systems of engagement data with systems of record, such as custodial and transaction data. The result is greater insight into your clients and more personalized advice. Cognizant AI-Enabled Advice and Service Delivery includes: Client and advisor research across wealth management segments Data relationships......

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• Eastern Europe
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Generate a clear view of your banking book collateral. COLLATE makes it easy to aggregate and standardize collateral data, helping to streamline workflows across the entire credit lifecycle. Empower decision makers and client-facing teams with the real-time intelligence they need to see and understand the big picture. Compliance reporting accuracy......

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Democratize data Data catalog defined Collibra Data Catalog empowers business users to quickly discover and understand data that matters so they can generate impactful insights that drive business value. Leveraging Collibra’s industry-leading governance capabilities, Collibra Data Catalog ensures Data Citizens always have access to the most trusted data available. Benefit from an enterprise......

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Data governance Understanding data governance Questions around data’s quality and relevance are increasingly difficult for modern enterprises to answer. Collibra Data Governance helps organizations understand their ever-growing amounts of data in a way that scales with growth and change, so that teams can trust and use their data to improve their business. The......

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Revenue growth Customer acquisition, product innovation, promotion analysis and pricing optimization. Operational efficiency Supply chain optimization, production inventory efficiency, marketing and sales efficiency, service optimization. Risk mitigation Data privacy compliance, PI data discovery, policy enforcement, vendor risk management. Data modernization 3rd party data sourcing, data lake optimization, report/system consolidation, reference data management. Collibra Data Intelligence Cloud Import all of your data......

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Enriched context Drive confidence and trust in your data Data lineage reveals how data transforms through its life cycle across interactions with systems, applications, APIs and reports. Collibra Data Lineage automatically maps relationships between data to show how data flows from system to system and how data sets are built, aggregated, sourced......

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CCPA and GDPR compliance Operationalizing data privacy Collibra delivers privacy from a Data Intelligent foundation that centralizes, automates and guides privacy workflows. Privacy by design is embedded into a single platform, enabling teams across departments to collaborate and operationalize privacy. By awakening the value of data, Collibra accelerates an organization’s ability to......

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Predictive, continuous, self-service data quality Data teams are often constrained by manual rule writing and management, with limited data connectivity and a siloed view of data quality. With predictive, continuous and self-service data quality, organizations can centralize and automate data quality workflows to gain better control over their end-to-end data pipelines......

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Discover the benefits of the Collibra Platform The Collibra Platform empowers enterprises to find meaning in their data and improve the quality of business decisions. On one shared platform, both IT and business users can collaborate to create a data-driven organization using the suite of Collibra products. Open, scalable platform for a robust data......

We'll stack our data center ops teams up against anybody's. Our technicians work with you to ensure a consistent, future-proof environment for your infrastructure. Our experienced engineers hold all the major certifications, from PMP and ITIL, to vendor hardware and equipment such as Cisco CCNA and Alcatel Lucent SRC, to data......

Automate incentive compensation management processes for efficiency, accuracy, and visibility. Our compensation and commission accounting tools are flexible and configurable and simplifies advisor comp planning and administration. Tracking, calculating, and paying commissions is easy regardless of the uniqueness or complexity of a firm’s compensation program. Trrack All Revenue Sources Our technology platform......

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Comprehensive in-house compliance suite Consolidate your tech stack Simplify your tech stack with a compliance suite that fully integrates with your portfolio management technology. Eliminate outsourcing costs Gain more compliance capabilities with a core set of solutions included in the Orion platform at no extra charge. Reduce the risk of data breaches Report on compliance data......

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Data Management and Aggregation ERS Data Aggregation is your data hub available in an open architecture network - coordinating activities, and streamlining communications across our clients' business partners. Quality Data - Efficient Delivery An easy choice for plan information, tools, and solutions to help retirement plan fiduciaries deliver quality information more efficiently. We deliver consolidated......

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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......

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• Western Europe

As your business evolves, you need to connect to a changing array of trading partners, venues, clients and regulators. You need to ensure that your industry standard connections remain valid – and validated. In daily operations or new integration projects, you need to manage, map and maintain widely diverse and......

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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....

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• Asia

Speed, accuracy and transparency are necessities for today’s reconciliation and post-trade operations. Financial institutions need to simplify processes based on industry best practices, remove the pain of managing data, reduce their technology footprints, and achieve greater cost efficiencies. You also need to be able to future proof your business and......

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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’......

Multi-custodian aggregation Cora LiveWealth automates all forms of data gathering, digitization, and normalization. Powerful analytics and reporting A portfolio analytics engine provides industry-standard performance reporting models. Multi-custodian aggregation Cora LiveWealth automatically extracts data from most major international custodians, and creates a normalized view with 100% accuracy. Robust performance and risk analytics The system's analytics engine delivers customized......

Act on Market Opportunities with Data Analytics Our unique and timely source of consumer spending trends and income analytics empowers corporations: To uncover market trends early Identify key business drivers Spot growth opportunities Mitigate potential risks Plan business strategy with confidence Insights into competitive landscape and customer affinity through unique consumer spending trends and income data analytics......

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How it works Using Credit Assist, you can analyse pricing data, fundamentals, news and generate risk or investment recommendations within seconds using bots to assist you along your journey. My dashboard You begin your Intellibonds journey at the ‘My Dashboard’ function. This function illustrates what is going on in your universe. ‘My Dashboard’......

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At a glance 80+ customers delighted 450+ projects completed 5/5 Star AppExchange rating 140.6+ miles of whiteboard How we help Expert guidance throughout your CRM project lifecycle We are big thinkers who know how to roll up our sleeves and get it done. Whatever your goals are, we ensure your success along the way, from business case......

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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......

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• Eastern Europe
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• South America
• Western Europe

Investing in fine automobiles was a headache. Not anymore. A team of experts research and source rare, investment-grade collectable cars. We only select competitively priced cars which have the potential to increase in value over time. All the key information about the vehicles is available on the CurioInvest platform (including......

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Curium’s core business process modules, CuriumDQM and CuriumEDM, bring a level of control and visibility over key data management processes that are essential to the efficient business operations of financial services firms. But how do you know that the processes you put in place are effective and supporting the data......

CuriumDQM is innovative because it puts the configuration and maintenance of the data quality process firmly in the hands of the business users who need access to the best possible information and features to investigate and resolve data issues. It gives operations and data analysts the tools to define and......

CuriumEDM can be integrated seamlessly with CuriumDQM and CuriumBI components for even higher levels of data quality control and business intelligence to provide a powerful data layer suitable for any size and complexity of firm. Curium data models can handle all structured data types and will scale over any number......

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......

Broker-dealers and RIAs receive and process financial data from a myriad of sources. Sources include clearing providers, direct business (“check and app”), and third-party marketers. This data comes in various formats due to a lack of industry standardization. Firms need to transform this data into a consistent and accessible structure......

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Financial Data Aggregation With Envestnet | Yodlee’s financial aggregation solutions you can rely on quality, comprehensive data analysis coverage and intelligent insights to meet fast growing digital banking demands – all from a single open banking-ready platform and provider. Our industry-leading data aggregation tools, apps, and APIs support deep use cases for......

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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....

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Global One unified platform to access data from the largest bank and neo banks in Europe. Get started in just a few lines of code. Open Banking enabled Our Open Banking Platform is PSD2 compliant. We eliminate screen scraping, reducing the risk of data breach. Real-time Access transaction, identity, and balance data in real-time. Refresh......

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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......

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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......

Working as your partner, we manage all the elements of your data conversion projects, allowing you to focus on running your business without worrying about timely delays due to schema mismatches, incompatible file formats, lost or corrupted data, and managing large data sets spread across multiple databases. Whether you are mapping......

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• North America

The problems Client onboarding and KYC/AML due diligence checks call for timely and accurate matching against reference data. In the UK alone there are approximately 20 business entities containing the name ‘Google’, only a few of which relate to the popular search giant, so it’s vital that any entity match can......

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• Western Europe

Financial regulations such as BCBS 239, FSCS and FATCA require financial firms to embed data quality management, including data profiling, data provenance (lineage), monitoring, reporting and escalation procedures. But keeping on top of this is hard, and many institutions have existing IT-focused tools that require programming experience and lengthy change......

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More Meaningful Insights Accurate, enriched data can unlock invaluable opportunities to grow your business and increase customer satisfaction. Envestnet | Yodlee Transaction Data Enrichment (TDE) provides categorized & simplified transaction data that is highly accurate and easy to use in order to improve the customer journey and digital experiences. Envestnet | Yodlee’s data enrichment......

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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......

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• Western Europe

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......

De-identified matching Gain deep customer insights with transparent multi-field matching, enabling smarter user experiences to be crafted. Data packaging Realise the true potential of partnerships with tools that ingest, prepare and package data from disparate sources. Legals and licenses Utilize a Common Legal Framework and project-based license terms to ensure compliance and secure the use......

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• Oceania

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......

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......

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• Western Europe

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......

Tableau Data Management helps you better manage the data within your analytics environment, ensuring that trusted and up-to-date data is always used to drive decisions. From data preparation to cataloging, search, and governance Tableau Data Management will build more trust in your data, accelerating the adoption of self-service analytics. Why Tableau......

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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......

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• Western Europe

Very early each morning, we pull the daily data files from your financial institution(s) (Schwab, Fidelity, TD Ameritrade, etc). We reconcile the data to ensure integrity, which includes reconciling all corporate actions. We then post all of the transactions, prices, new securities and new accounts to your portfolio management system.......

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• North America

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......

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• Western Europe

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......

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......

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Demonstrating the value of your data through quantitative metrics Our Data Analytics (DAS) technology goes beyond scrubbing and mapping your data. Neuravest curates, scrutinizes, and validates data sources to determine which attributes and features drive asset prices, revenues and earnings. We produce white papers, presentations, and statistical analysis reports which you may use......

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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......

Secure sandboxes Easily launch governed Virtual Machines with scalable compute and storage, with memory optimized and deep-learning features such as GPUs. Data onboarding & curation Quickly and safely onboard enterprise data from a variety of sources and carefully curate a subset of data. Make only the right data available to execute your project......

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Data transformed into knowledge We can design processes that visualise data processing, design and create a solution from scratch based on existing mathematical models and using components to connect them with each other. We will also work together with your domain experts and empower them with technology to support their analysis procedures and decision-making processes in your......

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• Eastern Europe
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All applications and data are encrypted in a high-security data center in Germany and are only transmitted between the server and your browser in encrypted form. The data sovereignty always lies with end client. Infrastructure and servers The United Signals infrastructure is hosted on high-security data centers in Germany, which are certified......

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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......

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• North America

Data collection and aggregation is an often overlooked yet crucial component of reconciliation, settlements, compliance, reporting, and many other control processes and workflows. Financial services organisations and service providers can become overburdened with establishing and maintaining direct links with data providers on their own, which can increase risk and reduce......

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Rainmaker provides unique solutions in data transferal, cleansing, enrichment and inter-connectivity between business systems and technology platforms. Access Rainmaker's institutional, wholesale and superannuation datasets to enhance your own market and competitive analysis. Current All data is kept up tp date by our specialist data team Customised With a large variety of information, data feeds......

DataStore is the powerful and robust enterprise content management (ECM) system purpose-built for the Financial Services sector. DataStore delivers on what matters most Gain complete control over the capture, indexing, archival, retrieval, accessibility, delivery and retention of every item of business-critical information in your organization, via a secure central repository. Utilize a single......

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......

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......

DCI Data Analyst has been specifically created to address this problem by identifying and reporting issues as they occur, thus giving the opportunity to correct critical data before it has material impact. DCI Data Analyst is consinually working in the background constantly reviewing new and changing data sets. The system includes: Comprehensive rule......

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• Western Europe

This onerous and sometimes complex task can now be completed in just a couple of clicks with DCI Transaction Reporting Reconciler. Users can immediately drill down on any reported items to investigate, while DCI Transaction Report Reconciler generates a full audit of the reconciliation run, providing evidence of all reconciling and......

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• Western Europe

Excel and generic CRMs simply cannot support today’s family office investors because the underlying technology is not equipped for complex relationship and deal structures. DealCloud helps family offices centralize their institutional knowledge and relationship capital in one place — and arms them with the intelligence and data they need to......

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DeteQt is an explainable, Machine Learning-powered AML/CTF transaction monitoring solution that integrates seamlessly into existing IT architecture within a bank or financial institution. By significantly increasing detection rates and reducing instances of false positives, DeteQt provides compliance teams with holistic oversight into customer activities and empowers them to allocate valuable......

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Built with a no-compromise approach What does it mean to be built on a no-compromise architecture? It’s not just one thing, but many key capabilities all aligned to deliver differentiated value from machine data to move operations teams forward. What's delivered with a no-compromise architecture Scale—no re-architecting required The platform’s cloud-scale architecture grows with......

DIAMOS-A for asset managers, capital management companies and depositaries The market of open and closed-end investments has been converging more and more in recent years. The boundaries between the two worlds are becoming more flexible and increasingly blurred. Thus, the needs of the market are also changing and with them the......

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• Western Europe

Retail clients benefit from the convenience of smoother customer journeys. Data remains private to the individual with analysis run “on-the edge” without the data leaving the users device. Service providers benefit from digital onboarding, continued automated consumer profiling and KYC updates. A single click of “Private Share with digi.me” replaces lengthy......

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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......

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• Western Europe

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......

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Diligend is a web-based software dedicated to the due diligence and monitoring of asset managers. Diligend offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: Digitized Due Diligence Questionnaires Engine (including industry standard templates like ILPA, AIMA, UNPRI, AITEC), automatic flexible responses flagging......

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Technology that automates your workflow  Eliminate siloed work processes, increase transparency, minimise risk by enabling better control of projects and reduce the time at which real estate assets are brought to market with Drooms' consolidated approach to asset portfolio management. Achieve more Enjoy continued high performance of all data room functionalities, even when......

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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/......

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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......

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Producing real-time, data-driven insights has never been easier Dundas BI is an exceptionally flexible, end-to-end business intelligence platform that simplifies the entire analytics process and empowers everyone to visualize and analyze data Powerful analytics for effortless data analysis Dundas BI helps enterprises and software vendors strike while the iron’s hot, by transforming raw......

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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......

EBICS protocol & security Internationally accepted security standard. Standardized key activation process. Authentication through private cryptographic keys. Allows encrypted data transfer. Multibank connection Centralized solution to connect multiple banks. Connection to major and swiss regional banks are available. Simple activation of new bank connections. Data routing configuration feature for each bank. Automatic download mode Fully automated daily data processing. Daily automatic download......

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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......

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......

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......

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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......

Covid-19 is impacting every part of business, from where we work to the way we measure success. Now more than ever, data is the key to effective decision-making and moving business forward. Create new revenue streams and deliver value to your customers and partners in this rapidly-changing environment with a......

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• South America
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Financial services & superannuation With over 15 years experience in the financial services and superannuation sectors in both Australia and Europe, Empirics is at the forefront of developing industry specific solutions to maximise the value of data. We specialise in the provision of analytics and data science services for pension and......

By storing, mining and analyzing data across the entire investment lifecycle, we give you the interactive, visual analysis to untangle issues and quickly get insights to move your business forward. We enable funds to ask deeper questions and deliver more meaningful answers from their investment portfolio. Key features Data warehouse Secure data storage.......

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Nutanix HCI Nodes HPE ProLiantFujitsu PRIMERGY Infrastructure options from leading enterprise brands Seamless extensibility to/from colocation environments   Access to ecosystem of 140 network service providers  One-click connectivity to ecosystem of third-party services and platform...

Rapidly load and cleanse external data Automatically cleanse data from internal and external sources to prepare for optimal screening. Our system makes provision for OFAC as well as for watch- and sanction lists from different providers. Build entity screening rules swiftly Our graphical user interface makes it easy to build and configure rules......

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This Is the Solution You’ve Been Waiting For No customization required Specifically built for insurance & financial advisors Built-in pre-filled and fillable industry forms Gateways & data integrationCompliance automation & collaboration Loaded with all the features advisors need, without irrelevant extras Prebuilt, Deployed and Ready to Boost Productivity Auto-Integrate Your Book of Business Into the CRM Seamlessly pull client......

Investors need to keep up with ever-changing sustainability regulations and frameworks such as the SFDR which requires them to report on over 50 metrics at the portfolio level. Our platform acts as an automated ESG analyst team which can support investors through the whole ESG investment lifecycle and save them a significant amount of......

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

Empowering banks, insurance, real estate, and asset management companies to make informed decisions and drive sustainable growth. Our comprehensive ESG ratings deliver transparency and insights for property portfolio management, benchmarked to national and international sustainability standards. AI-powered data management and advanced data analytics allow our clients to optimize their portfolios,......

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• Central America
• Eastern Europe
• Middle East
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• Oceania
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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......

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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......

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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......

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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......

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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......

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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......

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Centralize your manager research assets. Findability sounds like a tech term, but it’s actually a problem many research teams face every day. They know they have deep research on a strategy or manager, but it’s just not findable. It’s hidden on a chaotic shared drive or dispersed across analysts. Bring efficiency to......

The challenge Extracting financial data requires reading and understanding financial statements such as balance sheets, cash flow and income statements. Automating this process requires an understanding of financial terminology and the ability to read complex financial tables. The solution Our solution extracts data from financial documents with 99.5% accuracy. Evolution Transcribe reads complex financial tables......

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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......

All the data is automatically updated and maintained, ensuring consistency and integrity, at all times. An almost limitless data repository and calculation engine powers Factbook Analytics™, providing a streamlined and comprehensive platform from which to conduct powerful analysis and create effective charts and reports. Factbook Analytics™ will open up a whole......

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Factbook Data Management™ is the building block which enables our clients to develop a data management strategy that provides unsurpassed data collection and control, data accessibly and workflow management whilst turning data management and distribution into a strategic and attainable competitive advantage. Data management is now firmly on the agenda of......

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The increasing number and variety of fund platforms and the complexity of distribution partnerships is becoming an everyday part of the investment management landscape. Ensure accurate fund information is always delivered to your distribution partners on time and without fuss by utilising our Factbook Feeds™ solution. Relationships and reputations can be......

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

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Data management, performance monitoring, aggregation and reporting are each challenges for most family offices. We have designed a suite of award-winning technology solutions for family offices in order to address these challenges. These technology solutions can help you manage workflows more seamlessly and reduce friction in day-to-day office operations. Our systems,......

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Securities-based lending is a valuable source of revenue for wealth managers. But with growing demand and potential market volatility without robust risk management, SBL can carry unique risks. FASTNET is built to help you manage the realities of growing your business—supporting every phase of the SBL process. From collateral evaluation......

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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....

An ecosystem that works for everyone Customer centricity and control Your customers are front and center with full control over whom they share their data with on the ecosystem, and always with the ability to revoke data access. Integration with integrity Fides integrates seamlessly with existing back office and CRM systems, allowing maximum coverage......

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Financial API Gateway A gateway for your service oriented architecture with 25+ pre-built microservices for regulatory and fintech services. Shorter learning curve Save 300 to 500 days. You save time spent on reading, understanding & testing each API from insufficient documentation. No support calls Save 250 to 500 hours. You save the effort of multiple people joining......

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......

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In Spanish, Mirador means "a tower designed to command an extensive view." We live up to our name by providing award-winning business intelligence that allows you to get an unparalleled vantage point for your financial assets. Our unique perspective comes from a thorough knowledge of financial instruments, experience managing systems......

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Comprised of the leading Financial Data Platform, AI-powered FinApp series, and APIs, our solutions enable Financial Service Providers to coach consumers toward financial wellness. Access to the Best, Most Comprehensive DataLeverage over 17,000 global data sources comprised of an unparalleled breadth, depth, and variety of financial accounts. Powered by Personalized Financial Insights New......

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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......

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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......

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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......

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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......

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......

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Receive data Automatically process all file types including XLS, CSV, SWIFT, PDF, TXT, XML, DAT and more... Recieve files via SFTP, FTP, API (available soon), email or manual upload. Transform Use our visual tool and natural language rules to transform, combine and enrich your data. Replicate all the functionality that you use in Excel. Filter,......

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Bridging your investment data to external systems and stakeholders Data transformation and delivery Automated data quality and consistency checks System agnostic – we can receive from and deliver to any platform Gap analysis of existing data sources against external requirements Consultation with internal teams to address gaps Reallocate your resources to core activities and revenue generating......

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....

Empowering investors with the highest quality reference data, comprehensive corporate actions and dividends data plus a daily pricing feed....

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What it is: Glue42 Insights allows operational, compliance and risk teams to capture and then visualize user behavior as they navigate within and between applications running in Glue42 Enterprise. The data that is captured comes from Glue42 Enterprise (the monitoring layer). The visualization is based upon a set of quick-start templates......

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The new reality of highly volatile market conditions requires banks and brokers to have a better handle on their financial data management. They need a complete understanding of their business, risks and operational efficiency to effectively compete and navigate today’s risk and regulatory environment. The scalability and coverage of the......

With enterprise level managed data services, our clients develop new client revenue streams and systematize internal operations efficiency to increase operating margin. In today’s hyper industrious market, data is a strategic asset, not just an operational necessity. We deliver the gold standard of data management for capital markets service providers......

GoldenSource investment management solutions deliver accurate, complete, transparent data that allow investment managers to make better decisions. A rock solid data governance strategy is a must to meet regulatory and operational demands. Our software scrubs raw data from multiple sources and delivers a golden copy to our clients that they......

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......

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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......

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Do business better Why waste the time of your highly skilled staff on manual data entry when they could be working on business-critical tasks? It doesn’t have to be that way. Hyperscience gives you faster access to more accurate and complete data, by automatically extracting the all details you need from......

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Without intel, the pathway to uncertainty is fast-tracked. Your data is the key to unlocking the truth behind your client’s investment story. Insights as a Service (IAAS) helps your firm to understand your data in order to build trust and make the best decisions for your clients. Assess We start with an......

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Leveraging Open Data Solution’s suite of products, businesses can achieve fast, secure and extensive data to aid in lending and verification processes. Independently tested and audited by external security experts, security is a driving priority. Data is encrypted with bank-level 256-bit encryption, secured by 2048-bit keys. Using Open Data Solution’s proprietary technology......

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Data access control Immuta pioneered the category of automated, fine-grained access control over sensitive data. Now, data teams in financial services can ensure analysts have the right level of access to the right data, without making copies, struggling with complex role-based access, or adding new tools or data infrastructure. Fine-grained auditing &......

It all starts with data Forget exporting and importing spreadsheets manually. Use our inbuilt data connectors that seamlessly pull data on a continuous basis from 200+ data sources. Online or offline, in databases or surveys, you are covered and align with Impact Management Project 5 dimensions of Impact for better communication. Introducing......

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Every country has unique laws regulating how profile, payments, transaction, health and employee data are stored and handled. InCountry has the expertise to help you navigate them with ease using local, secure storage. InCountry’s managed service provider offering. Rest assured with dedicated and secure infrastructure in every country you operate. Compliant Store user......

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Get the competitive edge Experience the benefit of Insight, with Umalut’s visual business intelligence (BI) dashboards. Visually presenting real-time data from every area of your business, a BI dashboard enables you to make reliable and informed business decisions that blow away your competition. Why Your Business Needs Insight Get the full picture How can......

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

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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......

High level overview Be greeted by a beautiful dashboard that summarizes all the information of the current day. See which custodian downloads have already been completed. See how many messages have been successfully processed. See an overview of any open tasks of the day. Assign tasks within the team and manage the workflow. Issue detection See if......

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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......

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Inspire a company-wide data culture by executing fast and high impact change. Data quality transformation is a leadership, management and cultural reform that commands a motivating trajectory. Embed lasting change with Investigate by accelerating tangible victories. 30-Day data quality acceletation Connect organisation-wide applications and structured datasets to Investigate in hours. Avoid time-intensive ETL's......

Performance & Attribution Developed by experts in the field to provide precision and economically meaningful analytics. Compare fund and benchmark data Ensure accurate performance Deploy Brinson (BHB, BF or Advanced) attribution analysis Analyze any investment strategy with the universal asset coverage Ex-Post Return & Risk Analytics Perform ex-post return and risk characteristics analysis for any given stream of returns. Measure a strategy's alpha Calculate Modern Portfolio Theory......

Centralization of Critical Investment & Operations Data We realize that most successful investment managers are often inundated with data from numerous internal and external sources as well as in various formats. We work with investment managers to help them better manage and analyze their data in a robust manner. This allows our......

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Investment analytics: Control exposure: This module gives advisors the ability to understand the exposure of their client book along various dimensions, for different levels of aggregation, from individual portfolios to the book level. Spot and act on trends: The client advisor can create multiple queries on filters such as instrument, position, client......

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

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Alternative Data Analytics for Investment Decisions Envestnet | Yodlee Data Analytics enables investors to gain a competitive edge with timely, unique, and accurate market insights, spending, and income data analytics so they can better manage investments on behalf of their customers. By turning de-identified data into insights, we enable asset, investment, and......

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Investment Performance as a Service (IPAAS) is designed to audit your data and implement best practices so you can tell your clients' investment stories with confidence and spend more time growing your business. Test We start with a data health assessment to understand where your data issues are coming from. Audit Our performance experts will......

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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......

iPM Epic® has been architected to work effectively with a wide variety of large data sets, both internal and external to the investment management firm, which are routinely used within investment management with great effort and with the significant expenditure of resources. INDATA’s iPM Epic software suite is based on the......

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From off-the-shelf live data-as-a-service to custom B2B workflow automation, with ipushpull you can deliver real-time solutions both for your internal teams and for your customers or financial counterparties. Improve efficiency by connecting services, platforms and applications into a secure, unified, live environment, eliminating emails and file sharing and replacing costly......

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Monitor & alert ITRS Log Analytics observe in real time and alert on anomalies, spikes, or other patterns of interest. Analyse & report ITRS Log Analytics gives you a fully transparent overview of your logs, their analysis and reporting – at any scale. Seamless integration ITRS Log Analytics offer seamless integration with third party tools as well......

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Make the most out of your data with intelligent storage Intelligent correlation of data from disparate sources, powerful meta-tagging and best-of breed centralized dashboarding allows you to store, collate, contextualise and view your data. Save money on data storage Data compression ensures that storage costs are affordable, without compromising on reliability. Understand and fix......

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Harness your users' experience Harness your actual users' experience and collect and quantify website performance and user data directly from your site’s visitors with Real User Monitoring (RUM). Website speed per country See your user concentrations and website performance based on location. Compare your website performance throughout different countries and improve accordingly. Also, for......

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Break down data silos  To thrive in today’s hyper-competitive environment requires data that is accessible, timely, analyzable, and actionable. Despite their strategic embrace of big data and machine learning, for many the data remains locked down in organizational silos and legacy systems, impeded by people and processes or slowed by inefficient......

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

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Kensho Financial Analytics Software deploys scalable analytics systems across the most critical commercial institutions in the world....

Configure an automated data feed from your investment accounts to your GL with intelligent, rules-based data management that improves the detail, accuracy and speed of keeping your GL up-to-date. Are you often delayed in providing your cash forecasting and investment reporting because you are spending too much time and effort keying......

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Are they who they say they are? Identifying Third Party Providers and their current regulatory status before sharing customer data is essential. Any data breaches could result in brand and reputational damage or regulatory sanctions and fines. How can you protect your customers by sharing the right data in the right way......

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Complete data coverage all in one place Koyfin is the only resource you need for a full picture of the financial markets. Stocks US and Canadian equities including live prices, fundamentals, valuation and consensus estimates. ETFs US ETFs including lives prices, flows, constituents and contribution. Mutual funds US-listed mutuals funds including prices, descriptions and constituents. Fixed income Global government......

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KYC Data equips compliance teams with the most effective tool to protect their business against financial crime and money laundering: unmatched real-time registry access and highest-quality data from authoritative sources, all leveraged through automation. Real-time registry access Discover the most powerful and comprehensive real-time registry connector in the market. Access official company registries in 125 countries......

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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......

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......

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......

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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......

Utilize Liquidnet’s analytics platform to gain new insights and alpha generation tools from the global institutional investment network. We distill and deliver actionable analytics Fuel investment decision-making in real time. As asset management becomes more competitive, investment teams are drowning in research and analytics. With new sets available each day, it’s essential to......

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Cutting edge embedded reporting Create embedded reports with precisely positioned objects in.any layout imaginable and can scale effortlessly. Easily build custom reports for seamless embedding without any coding, while achieving secure high performance and efficient distribution. Embed highly detailed operational reports Developers can embed pixel perfect banded reports, with nested tables and visualizations,......

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With over 140 million rows of data, our proprietary data set consists of health and wealth life event data along with their corresponding expenses. Our proprietary algorithm (Predictive Computational Model) searches for, uncovers and correlates the most impactful events that could occur in a person's life.  ​Today, we can predict 12......

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Powerful portfolio Multiple custodian data aggregation Data reconciliation Proposal generation and modelling Comprehensive CRM Tag clients for marketing purposes Doc and communication repository Create reminders and to-dos Built-in compliance Customizable KYC and workflow Monitor mandates and risk Doc template generation ...

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Data feeds from the world’s financial institutions Aggregate any data source - internal and external One standardized format for all data feeds Reliable delivery/availability by 09:00 every day Easy to implement We help by adapting the different originating formats and protocols from all the different sources into one standardized format. Quick turnaround time Our data formats can be......

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Cleansed and enriched data - using applied AI Aggregate any data source - internal and external Advanced wealth applications - desktop & digital IT friendly - embed via API, plug-in components or go 'Cloud' Automation to slash costs - robo back-office Incremental revolution Incrementally deploy key business objects into a trusted SSOT as a new agile data architecture overlaying and supporting existing IT......

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Data warehouse - unlimited compute, scale without limits. At the heart of the platform is the Snowflake Data Warehouse engine, the on-demand scaling SaaS solution is runs on any cloud provider; AWS, Azure or Google Cloud. The virtual warehouse approach allows you to scale compute vertically or horizontally while keeping a......

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Performance reporting outsourcing service Increase efficiency and scale while reducing costs and risk Apply structure and additional controls to your Performance Reporting workflow. Focus on your core competencies while our performance experts implement practices that allow your business to scale efficiently without adding staff. Elevate service levels by streamlining processes, reducing manual......

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Many organisations struggle to optimise multiple systems and processes to keep up with growing and evolving regulatory obligations, data volumes, and business complexity. System maintenance and precious time spent chasing files, resolving errors, and duplicating manual, non-value adding work can stretch teams thin and increase risk without the proper audit......

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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......

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• Western Europe

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......

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......

We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in the cloud. They......

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• Western Europe

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

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• Central America
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Connect to a Data Source - Connect to any data source Connect to a data warehouse, REST API, Salesforce, Google Sheets or BI tool - No ingestion, just querying Matik doesn’t ingest data making implementation easy Create Insights - Turn data into insights Define insights as simple field lookups or complex SQL queries - Create insights in any form Transform data......

Introducing Meeco Labs The Meeco Labs program provides organisations an opportunity to test hypotheses and prove business value prior to making substantial investments. It is a custom designed process and pathway to new products, services, experiences and business models. Utilising the Meeco Platform and API suite, consent exchanged customer or citizen data......

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• Oceania

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

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

Increase efficiency, reduce costs by outsourcing your operations As an investment management company, your goal is to generate returns for your clients, and revenue for your organization. A functioning middle- and back-office plays a crucial role in achieving those objectives. However, tasks like reconciliation and performance reporting can be costly, time-consuming, and......

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• Asia
• North America
• Western Europe

Get organised with Migrate Drowning in archive boxes and hard drives of old client records? We’ll save you! Our Migrate service digitises your old client records, sets up Xplan as your System of Record and maps a path for your business toward ASIC and licensee compliance - all without you having......

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• Oceania

Data services One of the biggest problems in business today is the disconnect between those who know how to prepare data for analysis, and those who make decisions based on the analyses and insights that data provides. You can bridge that gap and become Data Powered™️ through the right business intelligence......

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• North America

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

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• Western Europe

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......

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,......

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• Western Europe

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......

Your window into user behaviour Our intuitive UI makes analysing conversations and reporting simple Armed with our advanced communications surveillance portal, administrators and compliance teams can dive deeper into their organisation’s data, reconstruct trades and produce on demand reports for regulators. Communication surveillance Realise the power of surveillance It's time to start operating smarter. Save......

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

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• North America

One secure product for all your data needs The heart of our product is Marketplace, an API-based, centralized, and SOC1-compliant data warehouse. Marketplace uses private feeds to keep your proprietary data discrete from market data, so you can access both in one place without compromising security. Outsourced data management Work with us to......

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• Asia
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• Oceania
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The data you need in one place Informed by our research expertise, we categorize our fund, company, and real-time market data on a singular methodology to enable a comprehensively mapped system of securities, collectives, and analytics. This data concordance powers the most unique and multifaceted insights. Equity data Build better portfolios with company-......

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

Build a lasting business for tomorrow What does it mean to transform? It could be scaling your digital presence globally, or something as core as delivering a better experience for investors. No matter the goal, we know this for sure: Rapid technology innovation calls for thinking bigger than we do today. Tools......

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• Asia
• North America
• Oceania
• Western Europe

Increasing volatile financial markets combined with increasing client expectations are challenges all Multi Family Offices face. The traditional model of regular reviews with clients about wealth and strategy is becoming outdated as new generations demand a more modern approach, more transparency and access to information anytime and from everywhere.  There are plenty......

MyFinancecentre creates a focus on financial planning and goal setting alongside offering financial advice, as well creating new opportunities of engagement through case tracking and Skype integration. Documents can be stored and transmitted securely through MyFinancecentre, which employs the same strength of security used by online retailers and banking institutions. In......

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• Western Europe

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......

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• Western Europe

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......

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......

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......

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......

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......

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• Western Europe

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......

It provides efficient transparency for governments and large producers on their complex physical oil value chains: from production and environmental impact to storage and trade. Gather comprehensive data Dedicated Apps and system integrations to efficiently collect data at production, storage and export Data Standardization and cleaning as a foundation for integrity and validity Automate......

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

• North America

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......

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• North America
• Western Europe

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......

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• Asia
• North America
• Oceania

‘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......

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

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......

An acronym for "Virtual Implementation Architecture", Opturo has pioneered the concept of a “Solutions Platform” that provides a stateless and modular API-based approach to designing and implementing any process or custom application. Reasons to achieve and maintain operational efficiency Effectively manage data and create services around it. Avoid data replication and redundancy by......

Operations Automation & Modernization of Legacy Systems We have broad experience in using statistical programming languages (Python, R) and toolkits to analyze large, complex datasets. We have technical expertise in optimizing data collection, database design, data mining, data modeling, and data analysis. Our investment management technology specialists work in small, agile teams,......

relevant regions

• North America

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......

Centralise All contacts, assets and documents in a single, secure location. Easily gather, maintain and share data from anywhere in the world. Move your information from multiple locations to your own private cloud & ensure nothing is ever forgotten. Orca is your single source of truth from which to coordinate the perfect......

relevant regions

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

Orca's Legal Entity Management System offers much An audit-proof basis for understanding complex relationships, creating transparency and ensuring compliance standards. The graphical representation of all direct and indirect shareholding structures and quotas, including master data and documents, at any time. The basis for optimizing legal and tax issues. Automated checks for legal and......

relevant regions

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

Kidbrooke’s Economic Scenario Generator is an API that enables a spectrum of firms to model possible future states of the global economy and capital markets to drive a wide range of portfolio and risk management decisions. Our combined expertise in risk and technology has allowed us to develop a world-class......

relevant regions

• Eastern Europe
• Western Europe

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

• Asia
• North America
• Western Europe

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......

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......

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

relevant regions

• North America

Regulated firms use PassFort to digitally transform KYC and AML workflows, bringing people into the process where they add most value. Automate everything from onboarding to off-boarding to ongoing risk monitoring, and free compliance teams to make the difference with risk-based decisions. 1. Acquire Collect customer information required to acquire the product 2. Onboard Assess risk,......

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• Western Europe

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......

Empowered performance teams The performance team is a crucial cog in the investment lifecycle and the team is essential in critical decision-making, regulatory compliance and integrity, and building client trust. The ability to accurately measure and evaluate your portfolio’s performance is critical to your investment decisions. Performance teams need the right tools......

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• Asia
• North America
• Oceania
• Western Europe

Customer expectations from their banking providers in the digital age go beyond just access to data and ease of use. Customers want their bank to proactively offer insight and advice that can help them achieve their financial goals. Personetics Engage is a new breed of banking solution, one that truly......

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• Asia
• Middle East
• North America
• Western Europe

The Engagement Builder enables banks to: Create personalization IP – differentiate from competitors Bring innovation in house – design custom insights without custom development Stay relevant – target specific customer segments or fulfill campaigns by connecting to bank data sources Distribute across all banking channels, institution entities and geographies The power of the engagement builder Data......

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• Asia
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• Western Europe

Avoid Informational Disadvantage Spot opportunities and hedge risks ahead of time We scan millions of news sources and deliver critical information to you so you never miss key stories that influence your portfolio. You act on data as soon as it is available, significantly increasing profits and avoiding catastrophic losses. Understand everything connected......

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• Western Europe

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 ...

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• North America

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......

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• Western Europe

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

• Western Europe

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

• Western Europe

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

• North America

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relevant regions

• Central America
• North America
• Oceania
• South America

Private i is designed for institutional-grade investors with substantial assets invested in private capital. Built on a foundation of Burgiss-managed data, the platform provides decision-makers with a rich array of capabilities. The platform supports the three foundational needs of private capital management that assist in tasks from asset allocation to evaluating......

relevant regions

• Asia
• North America
• Western Europe

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......

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

DMI Systems data matching technology uses a complex series of algorithms to search current and historical information to look for unique matches on combinations of: names, phone numbers, email addresses, company and licensee names, and addresses. If a unique match cannot be found, manual verification involving a dedicated team is......

Manage your fund from launch to closure The publiFund platform creates a central hub of data and documents by connecting the whole ecosystem of a fund. This means you can efficiently manage the running of the fund throughout its lifecycle. One stop shop for fund data management publiFund connects you with a wide......

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• Asia
• Oceania
• Western Europe

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

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

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......

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• Western Europe

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......

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

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......

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......

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• Western Europe

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......

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

Input an ISIN (instrument identifier), a string of ISINs, or upload a CSV file. The service will return the reportability of the instrument for the trade date and region. Know instantly if the instrument was reportable, when, and where. This is the only service freely available that queries both EU and......

QomplyPi is a cloud-based application used by trading venues and investment firms. The QomplyPi platform centralises the maintenance, processing and distribution of personal sensitive data so as to comply with recent EU MiFID II regulations, GDPR, and data privacy. The solution promotes an integrated financial system, imposes a secure control......

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• Western Europe

Covering MiFID (MiFIR), EMIR and SFTR, Qomply delivers one of the most comprehensive arsenals of accuracy checks in the industry. Qomply’s Transaction Report Diagnostic Auditor is powered by a proprietary assurance engine that checks every single piece of transaction report data for accuracy – performing a sophisticated matrix of roughly 1,000......

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• Western Europe

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

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• Western Europe

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

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• North America

Gain fast and reliable access to market updates and intelligence in the institutional landscape.RainmakerLive is Australia's integrated knowledge management terminal, enabling a new world of insights into the institutional wealth management space. Gain unparalleled insights into Australia's superannuation, asset consultant, institutional investment management markets, alongside a comprehensive overview of superannuation......

Founded in 2003, Raptor Trading Systems has emerged as a leading global provider of trading technology and services. Our next generation solutions, combined with our personalized high-quality service, deliver unmatched results. Our mission Simplifying and improving upon the end-to-end trading process is a shared goal throughout Raptor Trading Systems. A major part......

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......

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• North America

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......

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• Western Europe

Relationship master CRM Entity management Tasks Follow-ups Correspondence management Bi-directional link to reporting Partnership systems Asset master Import research and feeds for liquid security master Build master for non-traditional assets Price and maintain master elements  ...

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• North America

Built on years of industry knowledge and hands-on experience, our intelligent and flexible solutions are designed to integrate seamlessly with your current operations, and address the unique needs of your firm and your customers. A single code base and unified database drives all of our products, eliminating the data integrity issues......

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• North America
• Western Europe

Digital capabilities in wealth are already critical, and their importance will continue to rise. Creating a compelling and personalized experience for clients, whether they are self-directed or rely on an advisor, is key to increasing AUM and client retention. Refinitiv Digital Investor delivers a unified view of the investor’s assets across......

relevant regions

• North America
• Western Europe

Today’s information reporting requirements for banks and brokerages are complex and resource consuming. In addition, fragmented vendor solutions create risk and cost challenges associated with compliance, vendor management, data integration, data accuracy and overall cost inefficiencies. Refinitiv Maxit, the industry’s only end-to-end tax information reporting solution, was developed specifically to solve......

relevant regions

• North America

In highly competitive and rapidly changing markets, wealth advisors are under pressure to find new ways to attract, engage and retain clients. Designed to meet these challenges head-on, Refinitiv Workspace is tailored for wealth advisors, delivering actionable insight in seconds so you can proactively engage clients and are always client-ready. Our new......

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

Outdated manual methods of governing data simply can’t keep pace with growing governance objectives or with critical business needs. Immuta’s unified access and control layer creates one single, intuitive place to manage all data. Governance personnel can author and apply complex policies on all of your data without having to write......

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• North America

Simple and effective We are data collection experts and can work with your business without you needing to change any of your systems or processes. Accurate and timely Our ISO accredited processing teams check and validate all the data as part of the collection process to ensure it is correct, thereby improving accuracy......

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• Western Europe

Regulatory Hub by SIX is an industry platform that has been designed to connect the buy-side and sell-side with each other so data and documents can be exchanged in a standardized, automated and digital way. Built to accommodate current and future international regulations, the platform acts as a communication interface......

A very large range of service providers and financial institutions use Fundsquare to fulfil their compliance and regulatory reporting requirements. These include law firms, fund administrators, banks and investment firms. These companies use Fundsquare to provide a secure communication channel between funds and financial supervisory authorities for filing data, documents and encrypted......

relevant regions

• Western Europe

Today’s regulatory complexity demands a strategic, connected approach. SIX develops compliance data and services in collaboration with customers to ensure alignment with today’s industry needs. We aim to make compliance easier by simplifying implementation, enabling automation and reducing total cost of ownership. Built on our core reference data expertise, our services provide......

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

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

relevant regions

• North America

We turn your data into actionable information helping you make informed data-driven business decisions faster, earlier, and with confidence. Drive growth and increase sales productivity with analytics and performance insights, while reducing operational costs. Our reporting tools delivers business intelligence and analytics, providing a comprehensive outlook of the organization. By......

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• North America

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

relevant regions

• North America

Through our secure connection, we can access your portfolio management system and prepare reports for your clients. These can be custom reports with custom metrics that you define or monthly/quarterly performance reports. We can also distribute your reports to your clients on your behalf, including both electronic and/or hard copy......

relevant regions

• North America

Kaizen’s multi-award winning Accuracy Testing is Kaizen’s flagship product for a reason. The quality assurance service is the only one on the market with the ability to fully assess the quality of data reported to the regulator. Utilising Kaizen’s deep testing methodology, the automated, managed service includes regular testing across all......

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• Western Europe

Regulatory reconciliations are complex and can consume a disproportionate amount of resources if executed internally.  Kaizen’s end-to-end Advanced Regulatory Reconciliation Service provides an independent assessment of the completeness of your reporting to identify under and over-reporting and mismatches of data – something expected by regulators. Key features Identifies mismatches of data (price,......

relevant regions

• Western Europe

Regulatory reporting errors are often a consequence of weak or incomplete control frameworks within investment firms. Kaizen’s comprehensive governance framework is designed by our regulatory reporting specialists to promote the completeness, accuracy and timeliness of your reporting. Key features A full governance framework and suite of policy and guidelines documentation Covers governance, accountability and......

relevant regions

• Western Europe

Kaizen’s Reference Data Testing service identifies errors in static data to ensure it is fit for your reporting requirements. Incorrect reference data can affect multiple trades across many different regimes and can have a knock-on effect on your reporting quality across all jurisdictions, leading to regulatory scrutiny, costly remediation and fines. Key......

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• Western Europe

By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow......

relevant regions

• Oceania

All seller-buyer interactions - emails, calls, meetings - auto-captured, refined, mapped, and scored to bring you visibility and insight like never before. It's a complete Revenue Operating System you can leverage to analyze and improve performance. AI auto captures seller-buyer activity data AI algorithms scour the buyer engagement activity data–emails, calls, meetings, web......

relevant regions

• North America

Traditional data management is broken Today, data is decentralized and imprisoned by costly technology. Investment Management firms spin on complex, capital-intensive data workflows, struggling to produce the data needed to generate insights. As the downward pressure on fees grows and regulatory scrutiny intensifies, the rising cost of legacy operating models is no......

Rockit®Command’s capabilities include the ability to sort, gather, compare and filter your data virtually in any way you need. It lets you easily review a single account, any group of accounts or all of your accounts....

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• North America

Additional services include partnership accounting and tax services for those who invest through family limited partnerships or other pooled investment vehicles, as well as for specialized needs for investment and performance reporting. Maintaining spreadsheets, reconciling data and manually preparing reports can be an inefficient use of time and resources and more importantly, is......

relevant regions

• North America

RUTH Is an innovative predictive AI/ML technology that contextualizes the way compliance and risk professionals assess actual and potential risks efficiently and effectively. RUTH collects the KYC consumer, product and transaction data from a firm. This information is measured against the regulatory requirements for suitability, Reg BI and/or fiduciary parameters and......

relevant regions

• North America

With Salentica Data Broker, only one package needs to be installed and maintained in a firm’s CRM to be able to provide access to real-time custodian information as well as portfolio management and financial planning data that a firm relies on to service their clients. Updates to the integrations required by......

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• North America

The platform to step up your experience Easy to configure workflow engine We know every customer journey is different so we’ve built Sancus to maximize flexibility with best in class integrations and easy workflow editing. Fast and simple integration Sancus is easy to integrate with existing CRM systems via our suite of APIs. Because......

relevant regions

• Middle East
• Western Europe

Why choose SAS® for banking analytics? Banking as we know it is disappearing, and the entire financial ecosystem is undergoing radical change. Digitalization, fintech, regtech, open banking, data privacy and regulatory compliance technologies are all playing a part. SAS believes that surviving banks will be hyperintelligent, AI-driven organizations that can provide......

relevant regions

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

Implementing custom data-centric software applications is tedious, time-consuming and requires expertise in application programming and database management. Building custom applications to address a diverse set of business objectives without the benefit of a common Solutions Platform leads to more complexity and a spaghetti mix of data and systems. Opturo’s Solutions Platform......

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

relevant regions

• North America

Individual needs regarding the management of the universe of assets are simply infinite. That's why we clarify needs carefully with each individual client and define the rules of categorization and formatting. These guidelines are sacrosanct to us. We follow them strictly in daily execution, and keep them under constant, multidirectional review. The......

relevant regions

• Western Europe

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

• Western Europe

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

relevant regions

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

No more spreadsheets! Kaizen’s Shareholding Disclosure Service is an automated software solution for the monitoring and reporting of shareholding disclosures, an extremely complex area for compliance professionals. With more than 400+ global rules, across more than 100+ jurisdictions, Kaizen’s has been designed by experts with years of first-hand experience working, who......

relevant regions

• Western Europe

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

relevant regions

• North America
• Oceania
• Western Europe

SideKYC® analyses, in a secure way, the internal and external data of banking and insurance companies. It is able to profile customers and identify individual needs and objectives, mapping them to the product range. It is a tool that can accurately target relationship managers in selling through Next Best Actions and suggested......

relevant regions

• Western Europe

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

Always being on top of the family’s total wealth situation and underlying performances including fees paid and commissions takes a lot of resources. And this work is only the basis for all important and necessary strategic discussions and decisions that follow. The Altoo Wealth Platform can support you and your family office......

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....

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....

SMARTER Documentation for Capital Markets Capital Markets participants can no longer afford inefficient document negotiation and manual processes. Documents must be created, shared and stored digitally to facilitate downstream data processing and reduce reconciliation. Currently, there continues to be a heavy reliance on market participants to manually reconcile data from documents throughout......

relevant regions

• North America
• Western Europe

Customers ask for pro-active, multi-channel, end-to-end experiences. Markets demand scalable business models facilitating highly personalized client advisory and services. New technologies enable FinTech and InsurTech startups to disrupt the industry.   Financial service providers need to update their enterprise architecture to connect innovative Banking and Insurance APIs with legacy systems. Comprehensive......

relevant regions

• Eastern Europe
• Western Europe

Poor custodial data quality can decrease efficiency in the critical morning reconciliation period when minutes matter. Smart Feeder can alleviate that pain by transforming your custodial data using rules you design to meet your exacting standards. Process thousands of transactions daily while meeting all of your trade ready reconciliation requirements Rules-based data transformation Pre-loaded......

relevant regions

• North America

It has proven to be difficult to effectively access and leverage data in financial services due to aging on-premise legacy systems, the inability to securely access critical third-party data hamper modernization, strict regulatory compliance, and growth in security concerns. Snowflake’s Data Cloud eliminates data silos so you can access virtually all......

relevant regions

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

Easy to use, SpeciAccounting will allow you to quickly produce your consolidated financial reporting and control on daily basis your financial figures with a powerful audit trail. If you are a multi-entity bank, this software will help you automate the consolidation. Software challenge Aims to automate and produce your financial statement on a......

relevant regions

• Western Europe

The system is very intuitive and visual. KPI are calculated by the system. All data are stored by period in a dimensional database. Cubes can also be ran in the database. The software allows to compare periods and to see quickly the monthly evolution for each indicator Software challenge Aims to follow all the......

relevant regions

• Western Europe

Comprehensive, accurate and unbiased. Front-to-back solutions for the family office industry SRL Global provide families and their private offices with a holistic and integrated end-to-end institutional-grade infrastructure. Delivering greater clarity, control and insight to Monitor, Measure and Manage their wealth in single ecosystem. Data collection Transaction level account aggregation Reconciliation and data management General ledger accounting Security......

relevant regions

• Asia
• North America
• Western Europe

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....

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

• Western Europe

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

• North America

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

relevant regions

• North America

This platform for developing and presenting investment strategies can be used by the investment manager, strategist, economist or analyst involved in equity strategy, asset allocation, fixed interest and economics. It facilitates sharing of information and ideas amongst investment professionals. Enhance the investment management process Improve the consistency and robustness of your investment......

SWIP fits into existing infrastructure to let clients leverage on their existing IT and systems investments or acts as a standalone fully-fledged portfolio solution for all asset classes. The platform’s components can be used as standalone features or as a whole, creating a complete portfolio solution....

relevant regions

• Western Europe

The quality of the investment data that goes into your marketing communications dictates the timeliness, accuracy, and quality of the final product. However, chasing down all the financial data and then reviewing it for accuracy can be the bane of a marketing person’s existence. Firms that have great investment data......

relevant regions

• North America

Make the right decision every time Work more efficiently, spot trends faster, predict outcomes, and get AI-based guidance on the best steps to take while you stay in the flow. Know exactly what to do next Use the action framework to take action on a record like collaborating in Chatter, updating records, and......

relevant regions

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

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......

relevant regions

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