The Altoo Wealth Platform has been created from the ground up to alleviate problems and provide you with an intuitive interface to your total wealth. Designed to give you peace of mind that you trust and understand your data so that you can confidently make clear decisions from it. The platform......

Client type

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

Relevant Regions

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

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

Client type

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

Relevant Regions

• North America

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

• Eastern Europe
• Middle East
• Western Europe

Data Solutions First Rate's Data Solutions provides personalized service and tailored solutions to meet your unique data needs. Whether you're interested in utilizing our innovative financial aggregation products, or leveraging expert-driven services, or both, we aim to provide options that align seamlessly with your data objectives. With our comprehensive suite of......

Client type

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

Relevant Regions

• North America
• Western Europe

Automate the ingestion, verification, normalisation and reconciliation of data from any source, including: PDFs (prospectuses, factsheets, KIIDs etc.) Spreadsheets Websites Data feeds Uses include: Create and maintain golden source data or compare to an existing source Bulk-verify document content before publishing (e.g. monthly factsheet runs) Enrich data with customised calculations for use in regulatory or client reports Automate investment......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager

Relevant Regions

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

At PetakSys, our application and data integration service enables institutions to easily link up with custodian banks, market data providers, and other financial platforms. By developing automated data exchanges, you can reduce manual input and minimize human errors, improve your operational efficiency, and get up-to-date data across your systems. Our......

Client type

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

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......

Client type

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

Relevant Regions

• Asia
• Eastern Europe
• North America
• Western Europe

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
• Digital Wealth Manager
• Financial Advisors

Relevant Regions

• Asia
• Eastern Europe
• North America
• 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......

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

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

Global management Handling of assets and liabilities in one place, with multiple structures and owners Real-time Software Get updates on your investments at the correct moment for a smart and well informed decision making Task Organizer and scheduling Automate information, delegate tasks, and set date reminders Multicurrency platform Manage your wealth information in the currency of your......

relevant regions

• Central America
• North America
• South America

The file covers all corporate actions spanning multiple currencies for the same event. The main benefit of this feed over competitor feeds is that it can be fully automated, allowing the handling of messy cancellations and corporate action changes to happen seamlessly in the background. EDI has recently launched a new......

relevant regions

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

Platform Fundamentals Adlumin’s platform is based on three fundamental tenants including cost efficiency, ease-of-use, and simple integration. Using a cloud native, serverless architecture, Adlumin can control the resource-to-performance requirements for customers—a huge cost benefit for customers. Our security analytics platform uses artificial intelligence and machine learning to write its own rules,......

relevant regions

• North America

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

Explore entire industries at a glance Uncover the winning and losing storylines within your industry, whether they’re the best in business or the best in your business. Identify the topics that matter Spot the most pertinent topics with advanced topic sensing. Leverage advanced scoring engines Combine AI-powered metrics into custom scores to let you quantify......

relevant regions

• Asia
• 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

Data Integration AdviceCloud connects the tools you use every day. Link your managed accounts at your custodian to your households in your CRM solution. Track your tasks and reminders in your CRM platform alongside your clients' portfolio information. Not just data; Action Calls to action not only point out client needs but help guide......

relevant regions

• North America

Connect internal data sources like your CRM, pull KYC data from third-party providers and get approvals from all necessary parties before pushing data into your core systems.  And to truly amaze your clients: create exactly fitting contracts for your clients and let them sign digitally, streamlining the entire process. You can also......

relevant regions

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

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....

AI built on trust AI has the power to transform your business. But it can also put your data at risk. Einstein is built on a powerful Trust Layer that safeguards your company’s sensitive customer data. So you can use any AI model — and keep your data locked down tight. Possibilities......

relevant regions

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

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

Gone are the struggles with capturing and consolidating data. Get an innovative wealth platform that allows you to leverage the full value of your data. Preserve and grow wealth with confidence. Get a platform that closes the gap between data and insight by transforming complexity into simplicity. Aleta is more than a......

relevant regions

• North America
• Western Europe

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

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......

ALTSMARK delivers everything you need to manage private investments end-to-end. Core financials you expect, with powerful complex asset class support. Plus, tons of advanced functionality, including detailed risk, look-thru, and due diligence, that you wouldn’t. ALTSMARK can increase productivity, help you make timely decisions, and drive your advisory forward. Portfolio Management  Reporting  Risk  Compliance A comprehensive......

relevant regions

• North America

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

AM-One is the first comprehensive one-stop-shop combined platform and service provider dedicated to helping transform the business operations of independent asset managers and family offices. The solution embeds the PM1 Portfolio Management System and CRM software of parent company Expersoft Systems in a private cloud platform hosted in Switzerland. Thanks to......

relevant regions

• Asia
• Central America
• South America
• 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......

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• 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......

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• 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......

There are three parts to Assette software. The Assette Data Engine where your investment data is prepared and enabled. The Assette Authoring Tools that automate your content creation and facilitate review. The Assette Sharing Hub where client and sales engagement happens. On that foundation, Assette offers seven modules based on......

relevant regions

• North America

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

First Rate’s Automated Composite Engine (ACE) is an integrated composite management solution. During monthly processing, ACE assigns qualified portfolios to composites using preset rules around demographic and performance data that are unique to your business. This automated process minimizes the potential for error by improving accuracy of composite composition and......

relevant regions

• North America

Automated Data Delivery More businesses are exploring automating their investment process with big data computing. EquityRT will work with you to understand your big data needs and present data delivery options that will help you with your automation initiative. Seamless Website Integration Integrate responsive iframes with key listed company and financial markets information into......

relevant regions

• Asia
• North America
• Western Europe

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......

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• 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......

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• 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

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......

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• 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

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.  ...

...

BattleFin helps firms use alternative data to find insights and make better decisions. Understand competitors, identify and avoid supply chain issues, and understand the customer's full journey by connecting to the most cutting-edge data providers globally. Increase revenue growth Cut costs Improve operations ...

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• North America
• 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

Portal Feature rich and engaging digital experience for advisors and end customers. Repository A centrally manged secure vault for a firms most valuable asset; its client data. Intelligence Powerful insights into trends, revenues and other KPI data. Integration Connectivity services to external and internal platforms and systems....

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• Western Europe

Data fields include local code or ticker symbol, ISIN, currency, price date, open, high, low, close, bid, ask and trading volume, and the Mid Price. Since large volumes of closing price data are produced around the clock, EDI processes and provides each market’s closing price file as soon as it becomes......

relevant regions

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

16 fields taken from the Last Trade data set are: Exchange Code, Market Close Date, Last Trade Date, Closing Price, Price Currency, Open, High, Low, Mid, Ask, Bid, Bid Size, Ask Size, Traded Volume, Volume Flag, Settlement Data. 11 fixed income derived data: Yield Yield to Maturity Yield to Call Yield to Put Yield to Worst Accrued Interest Macaulay......

relevant regions

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

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......

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

For Broker-Dealer Businesses bound to legacy systems lack the agility to adapt to new challenges and deliver on rising client expectations. Addepar helps you modernize your technology and unlock growth. Lead with the client experience Our industry-leading data aggregation and reporting capabilities enable you to manage your client’s wealth holistically to build long-lasting,......

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• 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......

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• 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......

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• North America

Advent Service & Support We’re experts in Advent Axys/APX data and reconciliation. Scale faster with our expertise and programs that identify and automate time-consuming manual transaction updates. Our team brings deep Advent experience and expertise to every client engagement. Targeted Support For Operations Functions With STP’s Co-Sourcing and Staff Augmentation model, our team......

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• North America

25,000+ Funds Covered 10 million+ Documents Processed 40 million+ Data Points Extracted US$5 trillion+ AUA Across Clients Build Your Alternative Investment Data Infrastructure With Canoe If you’re like most alternative investment professionals, you’re yearning for more data, more intelligence, and more operational efficiency. But the frustratingly manual processes associated with accessing data from within unstructured......

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

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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• North America

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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• Asia
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• Western Europe

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

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• Africa
• Asia
• Western Europe

In the modern banking world, risk, compliance, and reporting teams face a myriad of evolving regulatory requirements emanating from Basel, the EBA, OSFI, the US Fed, and many regulatory jurisdictions and other frameworks and directives including CRR/CRD, IFR/IFD, broker-dealer net capital requirements. Firms’ efforts to grapple with these challenges are often......

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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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Browse Services Chainalysis Kryptos is the industry's reference directory for cryptocurrency services' on-chain activity. Search over a rapidly-growing list of 6,500 services and monitor their activity over time. Compile Service Profiles Make informed decisions about the cryptocurrency businesses you work with. Utilize the most comprehensive dataset in the industry to understand the on-chain......

Retail brokerages and trading platforms use ChartIQ to elevate their users’ trading experience. Financial institutions and banks use ChartIQ to provide their end users with powerful data visualization tools that facilitate the discovery of critical information. Easily integrate into any web or native applications to build an individualized user experience enhancing......

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Detect invalid activity affecting your marketing efforts and site Expose invalid traffic, fake users and bots engaging with your assets, from paid, organic and direct sources. Eliminate bad traffic from your pipeline and funnels Build custom mitigation and exclusion paths to prevent invalid traffic from disrupting your marketing operation. Get granular analytics and actionable......

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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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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

Whether they are worried about timely regulatory reporting, reduced execution time windows and increased frequency, or reacting to the latest market-driven change, Adenza’s SaaS offerings deliver: unparalleled security, operational risk mitigation, agility, continuous innovation for optimized TCO, and a superior end-user experience. CapCloud – Move to SaaS: Keep the flexibility, not the......

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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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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......

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• Western Europe

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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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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A total overview of wealth often includes assets that are regarded less as investments and more characterized by having sentimental value or held due to individual taste. PandaConnect has developed a state-of-the-art collections module handling all types of collective items from works of art and classic cars to wine collections, chattels and......

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• Eastern Europe
• Western Europe

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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• North America

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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• North America

Next-Generation Rules Engine Traditional compliance solutions fail to highlight critical policy violations because of an inability to source data from disparate systems. To solve this industry bottleneck, STP has architected a cloud-based rules engine that can easily centralize unstructured data through extensive system and API integration. The flexibility of our rules engine has......

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• North America

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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CORE 2.0™ is a powerful, intuitive platform designed to be extensible, easy to upgrade, and comes loaded with a suite of tools that enable users to easily customize their reports. It’s built around three key features: performance analytics, customizable dashboards, and a report builder. CORE 2.0™ adds new functionality to the robust foundation established with......

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• North America

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......

Symbol Master provides standard and custom-tailored delivery of corporate actions content available through industry-standard means. We currently support multiple versions of the Corp Act files based on the influence and data models of large data vendors within the market data industry....

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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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Discover the combined power of all your data to drive better outcomes by connecting directly to Salesforce and external data from one place. Find patterns and experience actionable insights specific to your business, and infuse them into every process. Drive better outcomes with a full understanding of what happened, why......

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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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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......

Institutional Feeds 800 US institutions 150 European institutions 60 other international Daily Processing 120 normalized transactions Asset/sector/geo coded Full recon and quality control Performance calculation ready Daily Delivery T+1 delivery for most sources Feed and API options 20 standard integrations ...

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Collect, analyze and integrate ESG metrics into investment decision-making....

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.....getting to market quicker with new ideas, understanding their clients more deeply and adapting more readily to the constantly changing landscape of market conditions, regulatory change and technological innovation. Alpha are experts in asset and wealth management data, we can guide you through the new wave of ‘data thinking’ passing through......

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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......

In the past, data management operating models were simply not built for the scale and dynamism required in today's financial services ecosystem. Creating the right environment to drive growth, differentiate and gain an advantage over the competition requires a new way of thinking. NextWave experts bring together the business context and understanding......

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• North America
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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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• North America

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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Data in PDF is quite complex (Alternative Investments), Data in API/CSV (Custodian Bank, Broker Data), Data in Excel (Trust Structures, Real Estate, Insurance & etc.). Most vendors impose the same rigid data structure (i.e. single schema in a single database) on all clients. This means that they can only solve ‘’common’’ problems......

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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....

Utilize Data Analytics Services To Fully Realize The Potential Of Your Data We think every data point is unique and has a story. As a market leader in data analytics services, we are committed to enabling our clients to maximize the value of their data through meticulous strategy, cutting-edge analytics, and......

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• South America
• Western Europe

...

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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• Western Europe

Data-driven teams build meaningful customer relationships with Data Cloud What can you do with Data Cloud? Know your customers - Connect, federate, and harmonise data from any product and system into a complete view of every customer. Act on AI in the flow of work - Connect your data with the #1 AI CRM......

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• Eastern Europe
• Middle East
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• Oceania
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• Western Europe

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......

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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• Western Europe

Our data engineering services encompass everything from architecting sound data pipelines to optimizing data quality and crafting data strategies that drive success. We specialize in the intricacies of data migration, seamlessly transferring your valuable information to new platforms, while ensuring the highest standards of data integrity. Our experts are well-versed in......

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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

At Altus, we understand that data doesn’t always mean knowledge. Data needs to be accurate, of the right quality and presented in the right way to deliver real insight. Having completed numerous data engagements for financial services businesses of all shapes and sizes, Altus can help with: Information and data strategy for a......

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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 deliver trusted, self-service analytics by scaling data automation and operationalization throughout the entire data and analytics lifecycle. Enrich the platform’s governance and security features while bringing together the power of data preparation and cataloging to make it easier to discover, understand, connect, and trust your data. Tableau......

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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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Our data management and aggregation service includes: Custodian data aggregation and immediate processing once available Seamlessly import structured and unstructured data from multiple systems, vendors and custodians Extensive inventory of data management interfaces to manage new account setup, account characteristics, user defined fields, commentary and disclosures A controlled data governance model that ensures quality......

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• North America

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

Data Strategy Design & Implementation A well-defined data strategy is essential for leveraging data as a strategic asset to drive business growth, make informed decisions, and gain a competitive advantage. Cognivo is helping financial institutions develop and implement a robust data strategy. Data Readiness Design & Implementation Data readiness involves preparing and optimizing......

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• North America

Personalized data distribution We handle the complexity of data distribution. Regardless of how your data is stored, we can translate it in many ways, including STFP, APIs, web downloads, and more. A no-code data marketplace Deploy a data marketplace in days, not weeks or months, with no ongoing  maintenance. Productize your data We help you......

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• North America

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......

The Data Platform can then be used to provide analytical reporting in addition to redistributing data to down-stream applications through modern and secure API’s. The problem the Data Platform addresses is that most companies can’t effectively leverage their client data because the legacy systems they rely on were never created to......

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• North America

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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• Western Europe

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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• North America

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
• Western Europe

These include the intricate task of aggregating and cleaning vast and disparate datasets from various sources, the scarcity of specialized talent equipped with both financial and technical expertise, and the complex regulatory landscape that necessitates meticulous validation and compliance efforts. Moreover, the iterative nature of model development demands significant time and......

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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......

By combining automated and human procedures, SGA's data services guarantee the availability and quality of data to propel growth and reveal hidden data opportunities. To help businesses and organizations get fresh perspectives and make more informed choices, SGA provides a full suite of data services through its data ecosystem. Our data......

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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......

STP’s Data Warehouse scalable and expandable solutions give firms a way to centralize data to ensure consistency and accuracy. Benefits of our cloud-based Data Warehouse solution include: Single Data Source – Consolidate your disparate multi-sourced data into a single data gateway Flexible Data Retrieval Options  – Quickly and securely access all warehouse data via......

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• North America

The next generation of data Data warehousing is not static; it’s an evolving art. With recent advancements and the expanding role of AI, JBI’s expertise in data warehousing and data modeling is more crucial than ever. Three decades of experience in data warehousing and modeling lay as the foundation of Data......

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• Western Europe

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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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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To maximize the effectiveness of your RPA programs, you must access data quickly and easily. However, most data is locked within documents, requiring people to spend countless hours processing them. With Decipher IDP, time-consuming and tedious work is removed from your teams. Optical character recognition (OCR) and artificial intelligence (AI) combine......

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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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The DerivActions service is directly linked to EDI's Worldwide Corporate Actions service and covers all corporate action event types. Clients can subscribe to the entire universe or customize the feed at an exchange level, root codes or specific underlying trading lines. For example, clients can choose to receive details for......

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Data elements include: High, Low, Open, Close, Bid, Ask, Open Interest, Number of trades and Volume traded. Customization Access bespoke service to meet your data requirements with a range of customization options, including delivery-based solutions to complement existing client infrastructure, content provided at the geographical or portfolio holding level, feeds containing particular formats,......

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Security Description, ISIN /SEDOL™*/Ticker, Primary Exchange. The file currently covers more than 30 fields, including: Root Code Ticker ISIN Aii Security Description MIC Code Contract Size Exercise Style Expiry Date Strike Price Exercise ...

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......

Successful data and process automation in financial services firms can be the key to operational efficiency, accuracy and improved regulatory compliance. Automation can also enhance the speed and accuracy of decision-making, increase scalability, and support the development of new products and services. Successful automation initiatives require strong leadership support, the right......

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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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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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Designed to empower organizations to automate and streamline data acquisition and management, while helping their users to make better sense of the available data for better investment decisions. Our solution powered by Microsoft Azure Data Services facilitates the aggregation, storage, organization, and maintenance of both structured and unstructured data. It......

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About the Platform In today’s world where digitisation, speed and integration are of the essence and vast amounts of data require processing, there are very few platforms which are accurate, efficient and produce results in real time, that too with Integration as the first approach i.e. converting documents into APIs. Doc2API platform,......

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Digitize, classify and extract information from paper automatically with the latest machine learning technology. Comprehensive solution - Extract handwriting and low-quality machine print from paper, images and pdfs and turn it into automation-ready data. Unbeatable accuracy - Accept end-customer information in any form and extract data with an average accuracy of over......

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Automate the complete document cycle process, from data ingestion and origination to publishing and dissemination. Workflow and Robotic Process Automation ensure documents are created on time and error-free every time Automated data collection and handover to third parties improves governance and speeds up time-to-market Uses include: Generate documents including UCITs KIID, UK/EU PRIIPS KID,......

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Clients can use the portfolio checker to determine documents that are available for their universe quickly and also submit an individual document request, and our research team will endeavour to source. Access to a database containing: Offering circulars Bond prospectuses Pricing supplements Term sheets Historical documents and new issues are continually added....

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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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• North America

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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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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• Western Europe

This new service currently covers 32,500 recurring macro-economic indicators from 132 countries (as of December 16, 2019) such as GDP data, unemployment releases, PMI numbers etc. with historical data EIS gathers the major economic events from a variety of regions and countries around the globe and provides an Economic Events......

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EDI provides a daily file by market, as well as a daily notification of upcoming changes as published by the exchange. The notification file contains the MIC, the effective date, and the text of the notification....

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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• Western Europe

Cross-chain Crypto Investigations You Can Trust Leverage over 100 billion data points and surface key Holistic insights into crypto transactions, addresses, and wallets - as well as the relationships between them - without intensive manual graphing. Quickly Investigate User Activity Across Blockchains and Assets Look into specific crypto addresses, transactions, and entities, and......

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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......

Embed and customize Tableau’s interactive, analytical capabilities to create a seamless experience with your products. Increase your product's engagement and improve customer satisfaction by integrating rich content, data, and analytics directly into your product. Differentiate your product with Embedded Analytics and discover new growth opportunities by monetizing your data. Tableau Pulse......

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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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Improve your data quality with sophisticated tools and automated workflows. Data Profiling Data Cleansing Address Validation & Geocoding Data Matching Data Transformation ...

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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...

It creates a single version of the truth in a consistent, transparent and fully audited environment. Firms benefit from greater control, ongoing compliance and transparency of their data....

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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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• Eastern Europe
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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.......

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ESG Edge finds relevant data with a simple ‘google’ like search With just the company ISIN or website, get real-time comprehensive and up-to-date sustainability insights from unstructured and fragmented sources in the public domain, for your investment portfolios, eliminating any blind spots. Our tool is powerful enough to run company sustainability......

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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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How we work with clients: We have unrivalled experience and market insight to help our clients define and deliver their ESG & Responsible Investment strategy and operating model. We work across the value chain to support organisations to define and embed their chosen approach to ESG & Responsible Investment. Our support includes: ESG......

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Our ESG services assist businesses in integrating sustainability into their business offerings and operations, whether it is to build an ESG product, attract new investments, comply with ESG regulations, build trust with stakeholders, improve reputation, or retain talent. Through our ESG advisory services, we aggregate, cleanse, and validate data for......

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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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• Eastern Europe
• North America
• Oceania
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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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• Western Europe

Etops for family offices Delivering comprehensive wealth management services which look at every financial aspect of an ultra-wealthy person’s or family’s life, requires a lot of data, analysis and the ability to produce attractive and conclusive reports. In addition, many family members ask for digital access via desktop and mobile devices. Etops multi-banking solution collects and......

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• Western Europe

Etops for wealth managers Facing more and more regulations, the independent wealth managers need to find ways how to deal with these challenges. State-of-the-art technology helps to meet all the compliance requirements and to concentrate on the actual business at the same time. But all these solutions require data - data from......

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• Western Europe

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......

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......

First Rate ExecView is an automated oversight and surveillance solution for wealth management firms. It allows you to analyze advisor performance and risk exposures, assess trends and identify outliers and exceptions, as well as meet your firm’s surveillance needs in the context of increasing regulatory scrutiny. Firms can customize views by using filters and select......

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• North America

Our Extraction Service retrieves content from your systems, manages extraction, quality control and delivers structured data into your systems....

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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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• Western Europe

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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• Western Europe

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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• Western Europe

For single family offices Ultra-high-net-worth families invest with sophistication. We’re here to help you serve their unique needs. All your data in a single place, securely Create greater transparency by centralizing the family office’s financial information in a single place. Make more informed decisions Instantly analyze and visualize portfolio data. Immediately assess your exposure, understand......

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• Western Europe

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

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• North America

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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• North America
• Western Europe

Fastrak reports for wealth management firms For wealth management firms who want to provide clients with reports across all investment platforms they operate. Fastrak is a client reporting solution that provides significant efficiencies and enables the delivery of high-quality, fully customised client annual reporting. Unlike standard CRM systems or manually produced reports, Fastrak......

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• Western Europe

Fencore DataHub is the next generation cloud-native no-code data management platform built for financial institutions. It caters for a wide array of use cases such as managing reference, market and investment data, building masters, data reconciliation, data optimisation, data migrations, complying with regulations and much more. Its advanced design allows......

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• North America

Fencore's FenDQ platform allows you to carry out advanced data quality checks and measurements on your firm's data sets without the need to import or move them. Leave your existing architecture in place, but enjoy a new level of confidence in the accuracy and reliability of your data. Integrates with existing......

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• Asia

Fencore's FenRecon platform provides lightweight speed and flexibility to your reconciliation needs. Built on the same technology backbone as the Fencore DataHub, it offers some of the same powerful capabilities condensed into a tactical plug-and-play application. Flexible and robust connectors for data importing Advanced matching and exception management Low time to market with......

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• Asia

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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Our value towards Financial Institutions Performativ offers a versatile solution that can seamlessly integrate with and complement the existing tech stack of large financial institutions in multiple ways. Whether the institution seeks to utilize Performativ as a powerful back-end data consolidation engine or leverage it as the front-end interface to provide......

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• Western Europe

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

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Using the latest analytics and technology such as a fully vectorized pricing library, Machine Learning and a Big Data stack for scalability, our financial risk analytics products and solutions are used by the largest tier-one banks to smaller niche firms. Our risk analytics solutions are available deployed, in the cloud......

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We’ve worked closely with firms across financial services to simplify statement analysis. The result? An advanced and well-trained AI tool that can understand acute financial terminology like a seasoned accountant. Financial Statements AI captures data from financial statements, leveraging it to compute key metrics. The data can then be downloaded......

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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Our Platform Advantage Easily analyze an investment portfolio, make accurate financial decisions. Aggregation & Reconciliation We add the information of positions and transactions of all its custodians, standardizing the information to a unique format. This allows us to reconcile positions and valuations. Portfolio Analysis Regardless of the complexity of your portfolio, we can calculate performance......

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• Central America
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FINIO is the award-winning data hub that connects investment platforms with software providers and advisory firms for the flow of investment data. It helps the wealth management sector become more efficient, integrated and enables the flow of complex investment data that is increasingly required to power today’s software systems. FINIO offers significant benefits to... Investment platforms......

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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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• North America

Finley AI is a privacy-focused, all-in-one financial AI agent accessible via a secure enterprise-grade API and platform. Expertly trained on financial datasets and working with financial regulators, Finley AI provides up-to-date financial knowledge and insights on stocks, investments, and market trends through intuitive conversations.  Its superior vision capabilities allow for the......

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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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Connectivity We provide connectivity with the world's leading banks, both in the United States, Europe, and Chile, making Fintree an essential tool for international businesses in the digital age. Clarity and Simplicity Our clients can access a wealth of clear and relevant information to make informed decisions about their investments. Additionally, they can......

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• South America

From data to solution We have a wide range of modular solutions that come from the user’s date to the solutions that solve your problems. A complete view of your clients’ wealth Flanks aggregates all financial accounts to create a consolidated view of your clients’ portfolios. No matter the type of asset class,......

The base service is an end-of-day offering that shows the package composition of flex symbols available on the previous trading day. As with the Series Master Core data set and supplemental data set multiple files make up the FLEX offering. FLEX Ext (New Ext4 September 2023), FLEX Intraday (New September 2023),......

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• North America

The service covers 168 currencies, including Euro legacy ones. You can customise the file to only include your selected currencies, your preferred base rate USD, GBP, or EUR, or add extra fields like the reverse rate. Automated delivery Choose to take an end-of-day file, two files a day at 6 am......

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• Eastern Europe
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Built under Rule 15c3-1 covering all securities in countries eligible for the FTSE World Index, which satisfy the requirements of Rule 15c3-1, namely those stocks with a market capitalization of $500 million and a volume of 100,000....

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Make life easy for: You Intuitive, no-code, drag-and-drop form builder tool Publish the link anywhere – on your website, in an email, wherever your customers are Get started immediately – no integration, no special skills required Your signatories Access the form through published link Enter requested information Sign – and done! Take full control Achieve total autonomy of your forms......

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• Western Europe

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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User Defined Events To provide useful and accurate analytics, clients define what events they consider to be key information. This information can be any field or groups of fields, rolling samples or data sets, or any other samples that provide value. File or Messaging A client has the choice of storing the data......

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• North America

Are you still ahead of your customers’ needs? No more abandoned applications - Avoid asking too many questions during the onboarding process to avoid sharp drop-off rates. Stop wasting time with inaccuracies - Fill in the gaps with powerful augmentation and conflation impossible to access elsewhere. Onboard the right customers, at pace - Instantly remove customers......

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Consent and harvesting Digital consent and LOA management Harvesting of 100% of documents Locations include portals, emails and file locations Solves for most multi-factor-authentication Extraction and reconciliation Extraction of transactions from documents Includes PDF's, XLS and password protected Transaction accounting reconciliation 40 additional quality and completion controls Online transparency Real-time operational transparency Secure collaboration Service level reporting Data and document delivery 20 pre-integrated and custom......

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• Western Europe

Fundi Data Management is your core data platform It lets you collect, store, distribute, and verify all your static and dynamic product data from one place, so you can slash admin, stay compliant, and be more efficient, effective, and agile. Flexible Data Schema - Delivers data governance out of the box and......

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• Asia
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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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• Eastern Europe
• North America
• Western Europe

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......

Unified Data Aggregation Integrates data from multiple sources including banking, investments, insurance, and more. Provides a holistic view of clients' financial positions. Reduces manual data entry and the risk of errors. Advanced Analytics Enables wealth managers to gain deeper insights into client portfolios. Supports informed decision-making and optimized investment strategies. Seamless Reporting Streamlined process for generating comprehensive financial......

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• Western Europe

Let your accounting system report on everything except for financial investments. Let us become the source of truth and provide all sorts of analytics on financial investments. We then generate General Ledger (GL) entries on all the financial investments. Create a trade blotter from the General Ledger....

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• Eastern Europe
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The geopolitical risk series resorts to weighted metrics to evaluate, score and rank countries according to political, economic and financial risks. The composite score is derived from benchmarking against ICRG’s 32 risk types for each country. The ICRG methodology integrates political and financial risk variables such as real GDP growth, inflation,......

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• Asia
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• 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......

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• North America
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The Global Market Holidays and Timings service is divided in 5 products and provides accurate information on holiday observances affecting financial institutions such as Exchanges Trading Venues, Banks, Settlements and Currency Traders. Using the detailed settlement and institution notes, firms can automatically calculate the next trading day after any institutional holiday. Subscribers......

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• Africa
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To comply, they must consider intricate corporate hierarchies, complex fund structures, and exposure to jurisdiction-specific scenarios: Significant shareholdings Short positions Takeover panels Sensitive industries SEC Form 13-F Firms must marshal requisite position, market, reference, hierarchy, and legal-rules data to successfully monitor huge disclosure volumes and withstand regulatory examinations. To minimize their current operational risk and prepare for......

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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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Our Harvesting services use advanced automation and operations teams to deliver fully tracked documents to your systems....

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Data Platform The Data Platform provides convenient and secure access to reliable high-quality data from multiple custodians, booking centres and crypto exchanges, via an OpenWealth compliant API layer.  Asset Servicing Platform The Asset Servicing module enables back-office teams to enrich the Hawkeye data with manually booked non-bankable assets, fees, corrections or price updates.  Analytics......

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Sources​ Eliminate dependency on low quality screen scraping Include alternatives in your client reports Expand coverage to less known custodians Processing Performance-ready data quality Normalized to your standards Delivered to 20 pre-integrated industry systems ...

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To provide its services, DAPM uses its proprietary platform Horizon. The platform offers, among others, the following features/advantages: A single integrated dashboard All your assets in one place A user-friendly administration console to centrally monitor your assets Online access Wherever you are, you can connect yourself to the platform Daily updated prices, transactions and performance so......

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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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At Umlaut Solutions, we provide the tools you need to gain a competitive edge and enhance your firm's performance. Our state-of-the-art business intelligence (BI) dashboards offer real-time, visually engaging insights, ensuring you stay ahead in the financial services industry. Why Choose Umlaut Insight? Achieve a 360° Client View Consolidate your data from multiple......

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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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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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Dashboards Built With A Purpose Having operational data available in an easy format streamlines processes and promotes transparency. STP’s interactive dashboards give you at-a-glance information that improves oversight and operation control. Interactive Dashboards STP’s dashboarding engine also empowers end users to create custom views on the fly.  All widgets are interactive, configurable and ......

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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......

Investment Accounting covers the back office tasks as well as record keeping and accounting. Within back office we collect and reconcile all data. After data like transactions and holdings has been collected they are unified and made ready for use. The data are primarily collected from your banks and custodians......

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Our value towards Investment Advisors Performativ is an invaluable tool for financial advisors who manage a substantial client base. Financial advisors often face the challenge of efficiently serving a large number of clients while providing personalized and insightful guidance. Performativ simplifies this task by offering robust portfolio management and reporting capabilities.......

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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......

Typical client profile includes but is not limited to: Audit Firms Back-office System Providers Data Providers Family Offices Fund Research Companies Fund Supermarkets Independent Valuation Services Index Providers Risk Managers Software Providers Stockbrokers Wealth Managers ...

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Fund Services Fund Administration •  Shadow Accounting •  Portfolio NAV Calculations •  Feeder NAV & Investor Allocations Trading Central Trading Desk •  Pre-trade Compliance •  Commission Tracking • Broker-Routing • TCA Reporting Compliance ADVs •  13F/H Filings •  Compliance Manual •  Personal Trading Policies •  Code of Ethics • Audit Support Reconciliation Automated Matching & Break Resolution......

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So, we are happy to create reports to meet any specific requirement. There is a manhour linked cost for them, or you can build these reports by yourself or utilize CoPilot AI to get these build automatically for you....

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Investment Reporting is an art The Investment Reporting – whether its on a single portfolio or a full consolidated reporting across managers and portfolios is an art – The entire reporting must reflect the underlying investment philosophies. The really good investment reports has found the balance between performance measurement, holdings, risk......

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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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Increase your success with Althub Invisage Data from any source Auto AI-driven insights Distribution ready The Invisage platform by Althub is the first data transformation and verification platform in the market purpose-built for companies to monetize their data. In 3 easy steps, we take you from unstructured raw data to getting your new data product in front of......

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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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Find the information you need to run your business without ever leaving Salesforce: all objects and files, multiple orgs, SharePoint, Google Drive, databases, legacy apps, OCR, etc. Then turn your search into action through deep search automation. Kona Studio Consumer search is tailored to individual behavior, but organizations are more interested in......

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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• Eastern Europe
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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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At Blanco, we’re developing financial technology with humans in mind. That’s why we’ve come up with a client data management solution that focuses on an ultimate user experience: our KYC & Compliance Suite automates client data collection, storage and management for you. Being compliant to KYC rules and regulations on......

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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......

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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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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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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Discover why Marketing Cloud is the #1 marketing platform Data that’s actionable Customer Data Platform Marketing Analytics Personalisation that scales Marketing Cloud Engagement Marketing AI Personalisation Marketing that’s connected B2B Marketing Automation Customer Loyalty ...

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Simplify the complex and manual processes related to market data, news, research and content. Trusted by the best The Markets Digital Apps team has more than 3 decades of experience providing the largest financial institutions....

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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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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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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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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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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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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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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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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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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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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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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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With over 30 years of expertise in alternative investments, through the acquisition of the Burgiss Group in 2023, our Private Capital Solution offers unrivaled data, analytics, and transparency that enables asset owners, asset managers, and financial intermediaries to evaluate and manage complex portfolios. With offices throughout the Americas, EMEA, and......

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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......

Our value towards Multi Family Offices Multi-family offices benefit from Performativ's versatile wealth management solutions in several ways. MFOs often manage diverse client portfolios with varying investment goals and preferences. Performativ's customizable reporting and analytics capabilities allow MFOs to tailor their services to each client's specific needs, fostering stronger client relationships......

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Powered by a multifaceted intelligence engine integrating data orchestration rules engine, contextual computing, machine learning and real-time analytics, Flybits empowers teams to optimize the right content and engagements for the right audiences. Personalized contextual engagement Improve engagement and conversion across onboarding, cross-selling, services and more by mapping relevant interactions to the right......

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Be one of the first insurance providers to offer your customers next-generation digital experiences with 1:1 personalized interactions across your digital channels. Drive engagement and usage of your products with a dynamic recommendation feed, pre-packaged with various relevant offers and guidance, from underwriting to claim resolution. My Insurance Experience Modules Pre-built packages......

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From portfolio management to lifestyle offers, networking opportunities and advisory services, our suite of templates allow you to deliver personalized context-relevant offers and engagement to your high-value customers. Automate portfolio interactions The Portfolio Management module with My Wealth is an always-on solution that elevates customer experience by delivering highly personalized and context aware information around......

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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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The Platform’s Global Reach The Neotas due diligence Platform will perform searches as a local analyst would, seamlessly processing data in all major global languages. The Platform is not limited by international jurisdictions or time sensitivities. Find The Needle In The Haystack Our investigations have found more risks in due diligence cases. Yet......

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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......

You strive for household continuity. Whether you’re hands-on or only involved in the back office operations of the household, Nines gives you one system of record where you have control, oversight, and the ability to keep a valuable historical record.  Discerning families and family offices use Nines as a centralized household manual and......

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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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Our current active universe stands at approximately 93,500 share class funds made up of: 13,500 UK Funds 30,000 Irish Funds 50,000 Luxembourg Funds Until recently, EDI provided closed-end fund and ETF information that were exchange-traded. In 2021, EDI launched the new, covering open-ended funds to expand our services We also provide EDI translation services covering......

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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......

Data source for tax on offshore investments and Excess Reportable Income (ERI). The ORF solution transforms the time-consuming, labour-intensive tasks of identifying funds, determining tax liabilities, and reporting for foreign investments and excess reportable income (ERI) into a simple, streamlined process....

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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......

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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Understand the silent majority Explore and activate citizen and consumer journeys Topic trends Understand trending topics in your territory of interest right now, looking at all online activity, not just silos such as search terms or social media echo chambers   Breaking news Real-time understanding of engagement on emerging topics, stories and ideas   Topic engagement over time Plot......

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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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Insights that are connected and alive Explore and activate citizen and consumer journeys Analyse 90% of the world's digital journeys Understand what an audience does before or after using any web-page, and build a content strategy that powers action   Hyper-target audiences Diversify the audiences you target, avoiding the profiles used by your competitors, reducing costs,......

relevant regions

• Asia

‘Fire-drill’ is a term frequently used to describe the all-consuming exercise required within financial institutions to respond to an urgent and unexpected request from senior management or supervisors. Even some regular annual processes follow the same pattern of total disruption to day-to-day functions and responsibilities. Given the siloed nature within many......

relevant regions

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

This multi-trillion-dollar new economy presents new and exciting ways for enterprises of all sizes to deepen customer engagement, build new data-driven markets and deepen relationships by delivering immersive experiences unlike any before. Welcome to OpenDome The openness and near-limitless potential of the metaverse meets Flybits’ approach to customer experience design, unifying data......

relevant regions

• Asia
• Central America
• North America
• 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......

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......

This service can run tests simulation of trading strategies, generate risk and regulatory reports on portfolios of options and underlying securities, perform an in-depth analysis of options positions. Accounting firms can also use this service to their advantage, to help to calculate the amount of dividend equivalent payment and delta......

relevant regions

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

Orbit China allows clients to harness the Orbit AI models to turn unstructured documents into defined data sets for the China equity market. Our innovative optimisation process converts unstructured documents into metadata tagged data points feeding trading models, generating alpha signals. Orbit China delivers a comprehensive package of data sets delivering......

relevant regions

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

Our core platform, Orbit DataStudio, uses AI to turn any conceivable format or volume of unstructured data into a wealth of accurate market intelligence, providing more information, more quickly, to guide better financial decisions. Our revolutionary approach integrates large language models (LLM), such as ChatGPT, which uses deep learning and large......

relevant regions

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