Digital Platforms & Tools

Alongside the digital wealth management trend, the wealth management industry is also in the middle of a process of digitalisation. This continues to grab the attention as firms seek new ways to reach, engage and serve clients, new means to empower their advisors and new processes and solutions to improve their businesses. Faced by new regulations, client expectations, rising costs of doing business and new competitive threats, digitalisation is high on the agenda. Our Digital Platforms & Tools business need therefore aims to capture in one place hundreds of relevant tools to help wealth managers understand what is out there and easily engage with what is available.

  • Total Solutions985
  • Solution Providers610
  • Knowledge Resources619
Business Needs Filters
Office Presence Clear

Featured Solutions

Zurich, Switzerland

3rd-eyes analytics’ wealth and life planning solutions

We provide financial institutions with modular and flexible, white-labelled Software-as-a-Service and API solutions that improve, automate and visualise wealth planning interactively. Our solutions can be configured flexibly to create different use cases along the whole wealth management value chain. This is possible because we follow a service-based architecture, always use......

Client type
Relevant Regions
Zurich, Switzerland

additiv Hybrid Wealth Manager

additiv Hybrid Wealth is a omni-channel, advisor-led, out-of-the-box, fully integrated wealth management suite that is based on the additiv DFS Wealth Platform. It drives omni-channel client experience and servicing. This orchestration suite is designed for the creation and operation of digital offerings, including services and products with various business models for......

Client type
Relevant Regions
Baar, Switzerland

Altoo For Private Wealth Owners

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

Client type
Relevant Regions
London, United Kingdom

BITA Wealth

BITA Risk provides BITA WEALTH with module options as follows:  BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance checks......

Client type
Relevant Regions
Greater Montreal, QC, Canada

Croesus APIs

The API list is constantly growing based on client requests and market needs. Based on simple REST principles, our API endpoints return metadata in JSON format. Everything is documented with OpenAPI specifications in a dedicated developer portal that contains our entire API library.  Croesus APIs allow firms to achieve total data integrity,......

Client type
Relevant Regions
Budapest, Hungary

Wealth Portal

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

Client type
Relevant Regions
Zug, Switzerland

Etops Wealth Management Technology

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

Client type
Relevant Regions
London, United Kingdom

FA Platform

Enterprise platforms that are functionally rich enough to support an entire business are at the forefront of the market. The FA Platform is leading this market with its ability to support both public and private markets, including digital and physical assets. The FA Platform handles everything in one solution, ensuring......

Client type
Relevant Regions
Luxembourg, Luxembourg

FundsDLT Platform Solution

FundsDLT Platform Solution for wealth managers  FundsDLT provides a shared platform built on distributed ledger technology. It aims to generate efficiencies, transparency and better client experience all along the investment fund distribution chain.  Wealth managers can streamline a range of tasks by using the FundsDLT blockchain to automate processes in a......

Client type
Tel-Aviv, Israel

Solution for the Private Wealth Industry and Distributors

Automate and streamline your structured product business. From the wealth team of a retail bank to a private banking institution, a family office or a wealth manager, the structured investments shall be easy to access, analyse, manage and execute. In a persistently low-interest-rate environment, investors are seeking more yield and better......

Client type
Relevant Regions
Bangkok, Thailand

Smartcards

What are they? Digital business cards that are backed by powerful sales engagement technology. No more paper business cards, instead have a beautifully designed and branded plastic or metal card that with one tap on your recipient’s mobile phone, opens a world of engagement, creating a connection like never before. Why is......

Client type
Relevant Regions
Stockholm, Sweden

OutRank Pension Planning

Historically, a generous defined benefit provision coupled with robust social welfare afforded a more passive approach to pension planning. Now, as average/final salary schemes continue to recede, there is a much greater personal imperative on accumulators to ensure that our lifestyles are protected in our golden years. In the UK financial advice......

Client type
Relevant Regions
London, United Kingdom

Alternative Fund Administration

As part of ObjectwayPlatform, the Alternative Fund Administration process is where Alternative Investments meets administrative, operational and regulatory requirements in the alternative fund management such as real estate funds, private equity and hedge funds with a unique, flexible and user-friendly solution, in line with regulatory requirements. The platform offers functional coverage......

Client type
Relevant Regions
London, United Kingdom

Investment Advisory

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

Client type
Relevant Regions
London, United Kingdom

Investor & Advisor Portal, Client Onboarding

As part of Objectway Platform, the Investor & Advisor Portal is omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and adviser. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction,......

Client type
Relevant Regions
London, United Kingdom

On-Cloud

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

Client type
Relevant Regions
London, United Kingdom

Technology

Objectwaysustained investment in technology ensures our clients all the flexibility and scalability they need. Analysts say we ‘combine the credibility of an established vendor to the innovation of a fintech’. An omni-channel approach weaves web, mobile, messaging and CRM technologies into a threaded whole that facilitates customer journeys through automation,......

Client type
Relevant Regions
London, United Kingdom

Engineering - Turbo Traction

Investors want to see traction and know that their money will be spent wisely. Working technology and a clear product validation path are critical. Prototype vs POC vs MVP is an important early-stage decision. A well-presented articulation of the business model is also key. Few early stage firms have all......

Client type
Relevant Regions
La Jolla, CA, United States

Plumb Bill Pay

Personal bill pay made simple Outsource your personal bill payment needs to accounting experts and ensure that your bills are paid on time, every time. Using our secure personal bill pay services, your bills are monitored for discrepancies, tracked closely and reconciled accurately. By offloading your bill payments to trusted professionals,......

Client type
Relevant Regions
Athens, Greece

Axia Suite

Axia is the cloud/web-based, omnichannel solution for advanced investment management operations. Axia is the evolution of the market proven flagship Profile's platform for the industry incorporating all the modern technologies and functionalities to drive competitiveness and efficiency across your operations and client service. It enhances business agility through a quick......

Client type
Relevant Regions
Grenoble, France

Smart Risk Decisions

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

Client type
Relevant Regions
Sydney, NSW, Australia

Connect

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

Client type
Relevant Regions
Basel, Switzerland

Unblu Conversational Platform

The Unblu Conversational Engagement Platform empowers wealth managers and advisors to deliver a human-driven advisory experience over convenient digital channels. By striking a balance between convenience and compliance, Unblu offers a secure and efficient solution for enhanced interaction and collaboration that is embedded into existing channels like a client portal or......

Client type
Relevant Regions
London, United Kingdom

Wealth Operating Platform

The platform takes care of all the back end technology, infrastructure and processes to run the next generation of digital investment and retirement products, allowing you to focus on building the best customer experiences and attracting more assets. Our platform significantly reduces operational time and costs through extensive automation and......

Client type
Relevant Regions

All Solutions

London, United Kingdom

11:FS Foundry

Enhance your offering with embedded finance 11:FS Foundry helps your business quickly add fintech to your offering. Grow your revenue by plugging into pre-built finance workflows and digital compliance. New banking products, new opportunities Break free of your legacy banking platform constraints. Launch propositions and create new revenue streams at speed....

relevant regions
Paris, France

20S

2OS is a no-code solution that helps companies from any sector to build high-impact applications. No-code allows non-technical profiles to create a business application alone, with a drag and drop logic, build relevant workflows that hit the point. The No-code platform is composed of 2 parts: an App-builder and an......

relevant regions
Zug, Switzerland

21Shares

The most efficient way of investing in digital assets Listed security Gain exposure to crypto with 21Shares, a listed security that will derive its value from the price of the top 5 crypto assets. Headquartered in Switzerland Switzerland’s reputation for safety and security make it an ideal location for your digital asset investments. Institutional custody We've......

relevant regions
Singapore, Singapore

360-Compare®

No-Code Configuration Configure master product specifications sheet without any form of coding Analytics-As-A-Service Get insights about your distribution channels’ recommendation preferences and sales habits Search And Bundling Agility Use search API and master advice principles for search agility and nudge desirable sales behaviour API-First Anytime Be free or get our help to integrate for D2C sales, pre-advisory,......

relevant regions
Singapore, Singapore

360-NeedsProfiler®

No-Code Configuration Configure macroeconomic assumptions and local population actuarial rates without coding Analytics-As-A-Service Get insights about your customer segments, and discover the untapped triggers for next-best-action Use Iterative Analysis Allow one-time or progressive iterative analysis, enabling flexible and interactive journeys API-First Anytime Be free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory...

relevant regions
Kirkland, WA, United States

3xEquity

3xEquity is a privately owned practice valuation firm, focused on real time valuations and future opportunities for financial practice companies. 3xEquity principals leverage their expertise in financial investments and valuation platforms that enable the firm to consistently forge value-adding relationships in valuation, management, and financing. Additionally, 3xEquity is positioned to purchase......

Portland, OR, United States

4FP

Full-service digital marketing agency catering to the financial planning profession. We provide digital marketing strategies to registered investment advisors, financial planners and other advice professionals.   Whether it is making a new website, honing your online image or building compliant online practice management strategies, Digital Marketing 4FP will find your solution.  We provide......

relevant regions
London, United Kingdom

7IMagine app

7IMagine allows you to interact with the information and see a client’s entire portfolio exactly as you want. View your clients portfolios on the go 7IMagine allows you to view your clients portfolios on the go, as long as you have an internet connection. My Future My Future is a brilliant tool to encourage......

relevant regions
London, United Kingdom

Aave

The Aave Protocol has been audited and secured. The protocol is completely open source, which allows anyone to interact with the user interface client, API or directly with the smart contracts on the Ethereum network. Being open source means that you are able to build any third-party service or application......

relevant regions
London, United Kingdom

ABAKA for Partners

Proactively offer financial guidance, advice and intelligent nudges to help your customers achieve their financial goals. Cognitive financial advisory services Our platform Proprietary natural language understanding built specifically for financial advice. Nudging platform using deep neural networks for personalised and actionable nudges. Source content and bespoke communications to improve financial knowledge. What this means Get instant......

relevant regions
Brussels, Belgium

Abbove

Abbove is a wealthtech company developing a collaborative wealth planning platform (previously called PaxFamilia) that unites financial advisors, their clients, wealth data and technology in one place.  To help financial advisors strengthen families over generations, Abbove’s solution supports their wealth management activities on three levels: To understand their clients’ global (wealth) situation.......

relevant regions
Melbourne, FL, United States

Accent Connect

Centralize, manage, deliver, collaborate, and measure the effectiveness of marketing and sales content on any device. Powerful content search Google-like searching returns the right resources quickly. Search for anything—documents, videos, training materials, people, email templates, web meetings—you name it. Intelligent content suggestions Content surfaces based on the sales situation. AI sifts through the situational variables intelligently......

relevant regions
Melbourne, FL, United States

Accent Insight

A complete set of sales activity and buyer response data - emails, calls, meetings, texts, web visits, content shared, and more.  Know exactly what content is used The AI tells you precisely what content is being shared with buyers—even through email attachments—giving you 100% visibility into all content shared with buyers. It even......

relevant regions
Melbourne, FL, United States

Accent Manage

Managers and leaders get a complete picture of how deals are progressing and how reps and teams are performing. Engagement timelines and rep scorecards give managers and leaders unprecedented visibility and insight into sales performance. Auto capture seller-buyer activities Reps not entering data into CRM? No worries. The Sales AI automates the capture......

relevant regions
Melbourne, FL, United States

Accent Sell

Use the power of AI to coach sellers in the field, uncover hidden buying team members, and simplify accurate forecasting. We're a sales leader's best friend. Automated data capture Sales AI automates time-consuming CRM data entry. All sales activities—emails, calls, and meetings—automatically captured. No change in rep behavior needed. Adoption is built-in. Respond faster to buyers Real-time......

relevant regions
Dublin, Ireland

Accounting Software for Financial Services

When it comes to managing your own organisation's financial position you need confidence that your provider of financial services accounting software meets all your demanding requirements. AccountsIQ will help you reduce costs, cut processing time and increase confidence amongst your stakeholders in the integrity of your financial statements. Modern accounting All the......

relevant regions
Dublin, Ireland

Account Opening

Highly flexible and fully configurable, Fenergo’s Account Opening solution digitalizes and automates the account opening process for financial institutions, increasing operational efficiencies and enabling the quick onboarding and management of products. With a focus on compliance, the solution ensures safe product onboarding and mitigates operational risk through robust data and......

relevant regions
London, United Kingdom

Accounts

Type of ClearBank accounts Operating accounts Customer segregated accounts Client money accounts Multi-currency accounts ...

relevant regions
Zurich, Switzerland

Acolin Oversight Platform

Our oversight solutions are designed to increase visibility and transparency as well as making control and governance more efficient, all on one platform. A SaaS–based data collection and analytics platform, allowing asset managers to efficiently address increasing compliance obligations, gain valuable insights into their distribution network and identify opportunities to improve......

relevant regions
Alpharetta, GA, United States

Act4Advisors

Financial services professionals that use the widely acclaimed ACT! software know the power and advantages it brings to their financial practice. ACT! CRM software has proven itself by bringing ease of use and powerful features that even a novice can master in just a few minutes. In order to get......

New York, NY, United States

Acuity Scheduling

Control your availability with ease Tools to help you schedule and earn on your own terms–customize exactly how and when clients can book with you, host virtual appointments or classes, and block off personal time. Enable automated appointment booking Seamlessly manage multiple locations and let clients easily cancel or reschedule their own appointments.......

relevant regions
Guadalajara, Mexico

ADDIKA Wealth

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

relevant regions
Zurich, Switzerland

additiv Wealth Robo Advisor

additiv Wealth Robo Advisor are based on the DFS Wealth Platform, and they provide the wealth management industry with a compelling solution to serve their clients with a self-service wealth accumulation and/or wealth decumulation solution. Use cases include the entry into new client segments or markets in a cost-efficient manner or......

relevant regions
New York, NY, United States

Adept Platform

Navigate rapidly evolving regulations Adept operationalizes laws, rules, and policies to advance compliance within existing systems. Droit continuously monitors regulatory and policy changes, updating its platform with each regulatory change or new interpretation. Act right with confidence The Adept platform provides clients with the consensus view as to how rules and regulations are......

relevant regions
Charlotte, NC, United States

Adhesion Wealth Manager Exchange

From nationally recognized brands to boutique managers with established track records, the extensive selection of managers and strategists on our Adhesion Wealth Manager Exchange Model Marketplace can help advisors offer a multitude of investment solutions to accommodate their clients’ unique needs. These industry experts—all available on the Adhesion Wealth platform......

relevant regions
San Jose, CA, United States

Adobe Sign

Adobe Sign is the world’s top e-sign solution. No matter the size of your organization, you can use it to prepare, send, track, and manage contracts, forms, agreements, and more. Anyone can sign and return, from any device. And you can have it up and running in minutes — as......

London, United Kingdom

Advantra Wealth

Advantra is a highly evolved, yet simple, personalised and intuitive digital platform. An eco-system that empowers the banks and their clients.   ...

relevant regions
Windsor, CT, United States

Advent Insurance Marketplace

In the past, high commissions, complex products, and lack of technology prevented fiduciaries from incorporating the benefits of insurance into their clients’ financial plans. The Advent Insurance Marketplace Powered by DPL eliminates those barriers by offering value-driven products without commissions to deliver greater client benefits at a lower cost. SS&C Advent has partnered......

relevant regions
London, United Kingdom

AdviceBridge Platform

Efficiency & profitability through engaging AdviceBridge AdviceBridge is easy to implement within your business, integrating with existing software and significantly improving your business. Advisers & clients get their own separate dashboard along with an intuitive and easy to use interface for loading or updating information. It is designed to save you......

Los Angeles, CA, United States

AdvicePeriod for Advisors

We deliver a comprehensive solution that enriches all aspects of your practice — from brand consulting and business development to technology tools and operational resources. Join AdvicePeriod for Advisors and achieve your goals of growth, ownership and simplicity. Focus on what really matters. Plug into our integrated technology stack, hand-selected to optimize every......

Sydney, NSW, Australia

Adviser

Why add Macrovue to your stable of product providers? Simplified trading Trade international and ASX-listed shares through a single, intuitive adviser trading platform. Experienced investment team Our concentrated share portfolios (Vues) are professionally constructed, monitored daily and reviewed quarterly. Admin support Online applications, annual tax reports and corporate action support reduce the admin burden. Low fees Our fee......

relevant regions
London, United Kingdom

Adviser/Agent (Hybrid Digital) Platform

Hybrid Advice is a semi-automated financial planning and investing solution that considers clients’ circumstances and offers suitable recommendations to achieve financial goals digitally and through human adviser interaction. This solution provides firms with the ability to deal with personalised client scenarios through appropriate level of human interaction and support. Hybrid Advice......

Austin, TX, United States

AdviserGo

With simulation testing, tax consideration modeling, and integrations capabilities, AdviserGo allows you to transform your clients' dreams into a testable reality. Find out why we're a global leader in financial solutions for the world's top financial institutions. White Labeling Your Brand, Our Solutions. Firms of any size can customize Voyant to their branding......

relevant regions
Perth, WA, Australia

AdviserNET

AdviserNET delivers time-saving, business enhancing features like electronic applications, online transactions, customised client portfolios, an online share trading facility, profile modelling, client account summaries and up-to-date research. These features all help you to focus on what matters most – getting results for your clients and for your business. AdviserNET is Australia's......

relevant regions
Darien, CT, United States

Adviser Technology Platform

Access best-in-class technology and operations systems, unified on one platform. This open architecture system is preconfigured to clients’ needs using Mirador’s Key Technology Decisions Rubric. Its flexible construct ensures ongoing upgrades to innovative tools; tools that are accessible to advisor teams through the easy-to-use Gateway workstation....

relevant regions
Leeds, United Kingdom

Advise Wise Platform

From a market-leading Quick Quote to source whole of market plans, to a client CRM to store all your customers’ cases, documents & KFI's. All the reasons why you should use the Advise Wise Platform Free to use and whole of market Intuitive product sourcing with advanced filters Market’s first comparison table Instant and automated......

relevant regions
Luxembourg, Luxembourg

Advising Kit

aixigo's Advising Kit is more than just investment advisory software. It facilitates the efficient creation of a personalised and regulation-compliant investment recommendation. Thanks to cutting-edge financial technology, time-consuming processes are minimised, thereby shifting the focus to the customer! Our Advising Kit aims to significantly reduce the effort and complexity of providing......

Jersey City, NJ , United States

AdvisorClient®

Provide your clients the ability to easily and securely access their accounts and stay up to date on their account balances, positions, transaction history and more with AdvisorClient.com. Your clients will see pages that are personalized with your name and contact information at the top of each screen....

Jersey City, NJ , United States

AdvisorClient Mobile App

Trade any way you’d like with your choice of two powerful mobile trading apps compatible across all your smart devices. Select the app that helps you trade most conveniently. TD Ameritrade Mobile App Track your investments with this simple and straightforward app Trade stocks, ETFs, and options with easy and intuitive order entry......

Darien, CT, United States

Advisor-Client Portal

Built to enrich the advisor-client relationship Gateway allows advisors and clients to digitally collaborate and build lasting relationships. With a personalized dashboard and standard-setting features, Gateway extends the digital environment to create a seamless and secured client experience. A front door to all of your wealth management needs Our solution is engineered with the advisor......

relevant regions
Austin, TX, United States

AdvisorComplete

AdvisorComplete is an integrated workstation that aligns all of your client data and daily business functions....

New York, NY, United States

AdvisorConnect

At Kapitalwise, we believe in empowering our clients with flexibility and control over their lead-generation strategies. Kapitalwise offers a marketplace for high-intent investor prospects for financial professionals through publisher and influencer partnerships....

relevant regions
Lake Success, NY, United States

Advisor Desktop Solutions

Increase client engagement and achieve greater business value. Enable advisors and investors to do advanced trading with comprehensive portfolio insight, while managing their investments based on goals, assets, and market data and research....

Raleigh, NC, United States

AdvisorEngine CRM™

Where information meets action Spend less time managing data - and more time managing clients A CRM built to think like you At the core of our development process is a human-centered methodology, and you, the client, continuously help us to hone in on important features and initiatives, resulting in a CRM that......

relevant regions
Sydney, NSW, Australia

AdvisorForms

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

relevant regions
Lambertville, NJ, United States

Advisor Platform

View and analyze the information you need to provide appropriate client advice with a few clicks. Oversee activity at your firm and access key data to customize services to the unique needs of your business. Pass on paperwork and tedious tasks, so you can refocus your energy on what matters most -......

Chicago, IL, United States

Advisor Portal

Our streamlined wealth management process assists advisors in: Holistic Planning & Proposal Generation Developing the Roadmap - Build recommendations on a strong foundation of proven tools and research. Advanced analytics and manager and fund recommendations are based on in-depth PMC research—and integrated with leading financial planning software. Advanced Portfolio Solutions Broad access to thousands......

relevant regions
Toronto, ON, Canada

AdvisorStream

Access the world’s most engaging content. In one platform AdvisorStream is the only marketing platform fully partnered with the world’s most credible and trusted publishers. The award-winning service helps financial advisers engage their clients and win prospects through timely, personalised and compliant investor communications. An omni-channel marketing service, AdvisorStream delivers the......

Indore, India

Advisor X

Video KYCInstant full video KYC by invitation link for clients present in any part of the world. Place MF transactionsAdvisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor. Reports on WhatsappAdvisor gets the capability of sending various reports like valuation, capital gain, transactions &......

relevant regions
Redwood City, CA, United States

AEGIS

The eWise AEGIS platform enables you to connect with user's financial accounts. Consumers, businesses and investors are empowered to safely aggregate, store, manage and share their sensitive financial information with you, in a safe and secure way, through our patented client-side aggregation technology....

San Francisco, CA, United States

Affinity CRM

Automate every contact and company profile No deal-maker should have to spend half their week creating contacts in a CRM. Affinity automates this process while enriching profiles with data that will drive action. Automate contact and company profiles from inbox and calendar data Enrich profiles with industry data to provide actionable insights Free up......

relevant regions
Murray, UT, United States

Aggregation API

That’s our job. Finicity delivers the data you need, how you need it and when you need it, with an easy-to-use and award winning API. And we’ve been doing it for over a decade. We ensure maximum connection reliability and high data quality with an always-on, always there support model. Transaction......

relevant regions
London, United Kingdom

AgilityPortal

AgilityPortal serves as a comprehensive people platform designed to revamp your workforce. Its purpose is to actively involve your workforce in connecting, communicating, and collaborating with fellow employees. On average, employees devote approximately 30 percent of their workweek to email management and nearly 20 percent searching for internal information across disparate......

relevant regions
Sydney, NSW, Australia

a.i.

Interactive discovery a.i. guides clients through an engaging online goals & fact-finding process, making it easy to assess their situations. WealthMap Model client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & super advice. WealthApp Through our handy mobile app, clients can view their......

relevant regions
Singapore, Singapore

AIFMetrics Platform

AIFMetrics is a new-age Wealthtech platform connecting fund managers to their investors and distributors/ intermediaries through an enhanced user experience. Improve the sharing of fund performance metrics and build confidence with investors and distributors in raising successive rounds of capital. A cloud-hosted, mobile-ready platform that transforms your business: new working methods, new......

relevant regions
Boston, MA, United States

Akoya for Institutiuons

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

relevant regions
San Francisco, CA, United States

Alchemy Enterprise

The leader in web3 infrastructure Build and grow at scale. We'll be with you every step of the way. Innovation - Invest in innovation Alchemy's APIs can power any web3 vertical, from NFTs to decentralized finance, gaming to infrastructure. Save thousands of hours of development time, to reinvest in innovation and excellent user experiences. Security......

relevant regions
Madrid, Spain

Allfunds Blockchain

By leveraging the power of blockchain technology, we can provide you with a secure and reliable platform offering improved performance, scalability, and cost savings, while also providing enhanced security for your operations....

relevant regions
Madrid, Spain

Allfunds Data Analytics

Advanced reporting: Single dashboard with insights of your AUM and flows. Market intelligence: Enhance your global strategy with a Deep-Data driven tool. Commercial optimization with distribution optimizer: Optimise your sales strategy by identifying potential buyers and building a powerful action plan analytics, advanced reporting. ...

relevant regions
Altishofen, Switzerland

Allocare WEB

Allocare WEB is the online information and reporting tool for investors and asset managers. It is a competitively priced solution for fast and secure online access via the internet to an Allocare AMS database in your corporate look and feel. Optimized access also via Tablets (iPad and Android). Allocare WEB offers......

relevant regions
Warrenville, IL, United States

Alphathena

Go beyond ETFs and Stock Picking We help advisors and WealthTech partners easily discover and build custom indexes and portfolios that align with the unique values and preferences of every client. Enhance Your Advice with AI Inject your workflows with AI-enhanced efficiency. Use natural language search to discover new equities, screen for ESG preferences and 100+......

relevant regions
Exton, PA, United States

AlphaTrust® e-Sign

AlphaTrust e-Sign is an enterprise e-Signature solution that enables automation, ranging from simple send-a-document-forsignature to your most complex workflows. AlphaTrust e-Sign is a fully-brandable, compliant eSignature and document-process automation solution that securely digitizes the creation of legally enforceable business records. Increase the efficiency of your daily workflow with AlphaTrust e-Sign through......

relevant regions
Singapore, Singapore

Alta Exchange

Today, investors can reap potentially higher returns and hedge against market volatility With just 4% of analyzed deals presented to our investors, we focus on discovering the sector leaders, established funds, and renowned luxury asset collections that best fit your mandates. Investing and trading the widest array of alternative assets Unlock opportunities in......

relevant regions
Paris, France

ALTO

Your trusted partner for technology and services Our solutions 100% cloud based support buy-side advanced needs for portfolio management system, wealth & distribution platform and specialized solutions for the full coverage of the investment lifecycle.  ALTO Investment Platform: A modular platform covering the entire asset management value chain for asset managers and......

Short Hills, NJ, United States

AltsAxis Platform

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

Luxembourg, Luxembourg

Analysing Kit

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

Singapore, Singapore

Analytics

Wealth Intelligence's award winning Analytics module provides intuitive, real-time intelligence helping you to make informed decisions. Customisable dashboards and visualisations use data from multiple sources to provide clear business intelligence, management information, compliance oversight and clear risk indicators to any stakeholder. A faster, deeper view of all your data, in one......

relevant regions
Acton, MA, United States

Android Archiver

Capture and archive Mobile SMS/MMS/calls Messages/calls are captured by the mobile operator at the network level, a copy is sent to the TeleMessage archive server Used for enterprise owned phones, not for BYOD devices Works for Smartphones and legacy phones No App necessary This solution offers cost reduction and complexity management Use this solution when: You manage,......

relevant regions
San Francisco, CA, United States

Anypoint Platform

Succeed in Open Banking and build innovative customer experiences with MuleSoft, trusted by three of the top five global banks. Develop - Design and build APIs and integrations at lightning speed Use reusable assets to build APIs and integrations with clicks or code — whether it is through a web interface or desktop IDE. Transform......

relevant regions
Burlington, MA, United States

Anytime, Anywhere Access

Charles River Anywhere is a browser-based portfolio management, compliance and trading solution that easily scales to support thousands of users. The fully configurable dashboard allows users to quickly personalize information for managing complex accounts and client relationships. Financial advisors, executives, compliance officers and other Charles River IMS users can securely......

Ontario, CA, United States

Anywhere Mobility

Laser App Anywhere is the mobile forms filling solution designed for the financial advisor. It is a pure cloud solution that operates across modern browsers on tablets, Macs, PCs, and even Smart Phones. The system integrates seamlessly with cloud based CRMs & account opening tools to prefill your investment, insurance,......

relevant regions
Hamilton, Bermuda

Apex Digital Banking Platform

We provide an agile and responsive banking services to our clients through our subsidiary European Depositary Bank. Strong partnerships with leading foreign exchange services providers Velocity Trade and Monex Europe Markets gives you access to the best FX rates. Our unrivaled single-source solution includes a pioneering digital corporate banking platform......

relevant regions
Hamilton, Bermuda

Apex Investor Portal

The portal expedites and simplifies daily investment management tasks such as distributing secure notices, financial statements and quarterly reports to clients. The portal also offers dynamic reporting for investors and data rooms for fund raising, helping Fund Managers improve overall efficiency and save time. Key benefits: Dynamic data visualisation. Predefined business centric......

San Diego, CA, United States

API

AdvisoryWorld’s API was built for firms that want to enhance their wealth management offering by incorporating AdvisoyWorld’s various capabilities. Examples include technology companies such as Portfolio Management, Account Aggregation, CRM and Financial Planning providers as well as financial service firms such as custodians, broker/dealers, banks, insurance companies, asset managers and......

relevant regions
Dubai, United Arab Emirates

API

Retain control of your own applications and front-end. Enable investments in 8 asset classes worldwide through a single-frame connection. Set up as an omnibus; we also give you the ability to set up numbered sub-accounts. Introducing GTN - Powering your vision UX/UI Control - Customise your own UI/UX and maintain ownership of your customer......

relevant regions
Geneva, Switzerland

API

The Indigita API takes in your specific, contextual information and returns clear regulatory answers, based on the content of the trusted BRP Country Manuals. With our API, you can integrate leading cross-border expertise with core banking systems, CRM applications and other digital platforms. The API enables your systems to provide answers......

relevant regions
Zurich, Switzerland

Apiax

For business teams Turnkey solutions for business teams that need access to compliance excellence. Apps - intuitive interfaces providing dos and don’ts on regulatory questions Chatbots - AI-driven digital assistants providing regulatory guidance For legal & compliance teams The definitive workspace for digital compliance excellence. Library - access a comprehensive repository of regulatory guidelines Governance - verify the applicability and accuracy......

relevant regions
Zurich, Switzerland

Apiax Rules

Verified regulatory content Base your decisions on the expertise of leading law firms. Our rules are maintained and verified by the world’s leading law firms. Meet multi-country scenarios - with Apiax Rules, financial organisations have access to verified regulatory compliance knowledge across key topics in more than 150 jurisdictions. Financial Services - rules covering restrictions on offering......

relevant regions
Richmond, United Kingdom

API Development

High-quality development Speed Our team developed and integrated with over a thousand APIs. Employ our experience to create your own API or to connect to third-party data sources Expertise In over ten years of dealing with different API integrations, we have been exposed to an unquantifiable number of poorly designed APIs. Our unique expertise......

relevant regions
Abingdon, United Kingdom

API for Developers

KYC & AML requires organisations to perform multiple checks on different aspects of an individual. They will need to cross-check data on both individuals and companies, combining results from multiple sources, efficiently and accurately. With NorthRow you have a single API that provides all the services required, reducing time to implement......

relevant regions
Miami, FL, United States

API Hub

Strands’ API Hub offers customers a ‘one-stop-shop’ solution, with access to all their accounts in one easy-to-use layout. This provides banks with the opportunity to be their clients’ bank of choice. Strands is synonymous with banking disruption and the perfect partner for forward-thinking banks, allowing them to gather financial information from......

Princeton, NJ, United States

API Integration

The missing piece to digital transformation Plenty of solutions offer API creation, integration and management. But Openlegacy handles the hardest part - creating APIs or serverless functions from complex legacy systems. With digital-driven integration, you can leverage your legacy systems to deliver new digital innovations - both on-premise and in the cloud.......

relevant regions
Singapore, Singapore

API Library

Collection: Calculators Rebalancing Graphs Healthchecks Country and more  ...

New York, NY, United States

APIs

Why? Provide advisors and traders a materially better trading tool and experience by integrating trading directly into the advisors main desktop Broaden investment product offerings with advanced portfolio management, order management functionality and trading network Connect critical applications together with a centralized data source providing up-to-date information to advisors and traders Build with Us Our......

relevant regions
Bristol, United Kingdom

API Services

Transaction categorisation Categorises users' financial transactions. Spending and income analysis Allows month on month analysis of cashflow. Forecast API Allow your customers to be prepared and plan ahead. Authentication API Moneyhub can operate as a secure identity provider using the OpenID Connect standard. Using Moneyhub's strong secure identity system can accelerate your time to market and is......

relevant regions
London, United Kingdom

Apollo

Leading the 3rd wave of capital markets trading transformation that sees the advent of open and integrated digital multi-asset solutions, drawing on expertise building best-in-class investment banking technology. Apollo connects clients directly to their banks, trading venues and price sources in one smart trading app.  It seamlessly integrates with a client ecosystem......

relevant regions
Cupertino, CA, United States

Apps for Business

Create: Start with the best tools to create the best apps Apple provides everything you need to create amazing apps for iPhone, iPad, Mac, Apple Watch, and Apple TV. Xcode and Swift are now more powerful than ever — making it easy to get started building great apps. Innovate: Take advantage of cutting-edge Apple technologies iOS makes it easy to......

relevant regions
Cupertino, CA, United States

App Store

With the App Store, you can bring your ideas to life on the platforms that deliver the best experiences. ...

relevant regions
Hong Kong, Hong Kong

AQUMON for Institutions

Partnered with 70+ financial institutions Award-winning digital wealth management solutions Your one-stop-shop digital wealth management platform Financial institutions are rapidly embracing FinTech to enhance their product offerings. AQUMON has helped more than 70 financial institutions digitise their wealth management practices. Robo advisory By combining quantitative investment algorithms with scalable softwares, we help financial institutions expand......

relevant regions
Melbourne, VIC, Australia

Arcadia

Simplify Manage compliance and coordinate key stakeholders in one place. Say goodbye to the endless spreadsheets, emails, and headaches. Inform We monitor operational metrics to ensure that our services are delivered at a high quality and in accordance with service level objectives. Be confident With everything in one place, our platform is designed to create......

relevant regions
Den Haag, Netherlands

ARC Platform

Aegon Retirement Choices (ARC) puts you in control of your clients' financial futures. Our platform provides you with the flexibility to manage wealth accumulation, workplace savings and retirement income through one single online solution. With over 4,900 investment options (as at March 2021), including multi-asset solutions built by us, collectives, equities, investment trusts......

relevant regions
Zug, Switzerland

argos

Your business guide for more success Managers are assessed on results. They achieve the best results when they have the information and business insights that are relevant to their business in view at all times and are able to derive actions from them. With the Management Information System and the Financial Score......

relevant regions
New York, NY, United States

Artory Registry

When you submit your registration request on Artory, a third party, neutral independent expert Partner verifies your artwork data and provenance Artory provides a private, secure, neutral platform for registration vis-à-vis expert Partners who can validate art data These Partners help us to ensure that we only register to the blockchain the......

relevant regions
Dublin, Ireland

Asora

10,000+ connections to visualise your data Asora is built on an open platform to meet the needs of today’s wealth owners. Connect - Connect your bank and investment accounts Tired of logging into multiple portals to see liquid positions? Connect all of your bank and investment accounts to have everything in one secure, easy......

relevant regions
Boston, United States

Asset Management

Advantages of a professionally managed solution. Asset Location Flexibility. Allocate to digital assets through a variety of account types, including tax-advantaged accounts. Secure Custody. Enjoy the security of Fidelity Digital Assets’ custody platform through turn-key solutions. Integrated Account Management. Manage digital assets alongside your broader portfolio of investments. Streamlined Onboarding. Experience efficient onboarding and quickly......

New York, NY, United States

Asset Manager Platform

Focus on quality of content, rather than data entry and storage Scale and accelerate investor relations. Replace manually intensive copy and paste exercise with our NLP algorithms in answering RFIs / RFPs / DDQs and periodic investor requests. Make internal approvals easy Collaborate with your legal, compliance and product SMEs to simplify information......

relevant regions
Philadelphia, PA, United States

Asset-Map Platform

Asset-Map Report A financial picture is worth a thousand… An Asset-Map Report is a visual experience that displays all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies. This provides an advisor with a straight-forward way to quickly address gaps in a financial plan as well as uncover new......

relevant regions
San Francisco, CA, United States

Assets

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

London, United Kingdom

Assyst Client Portal

All from within your existing client-Assyst environment No need for another system with separate login No emails to clients with complex passwords More secure Notification of new document awaiting attention Increased efficiency GDPR compliant ...

relevant regions
Chicago, IL, United States

Atlas for Advisors

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

relevant regions
London, United Kingdom

AtomInvest

AtomInvest is a platform that aims to provide the world's best investing to its users by allowing them to access institutional-quality, high-return investments in leading private equity, venture capital and hedge funds in smaller investment amounts, through a streamlined and intuitive web-based platform....

San Francisco, CA, United States

Auth

Increase conversion rates Retrieve account number, sort code, IBAN, and BIC automatically within your application’s flow Prevent misdirected payments Ensure users set up payments with the correct account number and sort code Open Banking and PSD2 integrations Plaid’s integrations are Open Banking and PSD2 compliant, delivering secure and reliable access to the UK and European......

Stockholm, Sweden

Autoform DM

Autoform DM is a flexible and powerful digital archive that sits at the heart of the Formpipe product suite. Its strength lies in its speed, simplicity and connectivity, bringing you enterprise-level performance and features without the overheads, giving you more time to focus on your customers and products and not......

relevant regions
Larkspur, CA, United States

Automate

Democratize wealth across your institution Be there for your customers at any point during their wealth journey. Use digital to improve operating margins Adjusting your wealth and trust offerings via digital advice reduces the amount of people-powered work performed by your current employees. Digital retains deposits & customers Lowering the bar for opening a wealth......

relevant regions
Milpitas, CA, United States

AUTOMATE

What are the Benefits of the JIFFY.ai Automation Platform? Scale business processes as you grow. Easier. Design automation applications for any complex enterprise processes with JIFFY.ai AUTOMATE's simple drag-and-drop UI; implement, manage, and monitor processes using its analytic capabilities. Achieve sustainable ROI for automation. Faster. Get the best out of RPA, ML, OCR and AI......

relevant regions
Copenhagen, Denmark

Automated Managed Portfolios

Automated investment management Offer clients tailormade portfolios with insights from BlackRock, Morningstar and NASDAQ. Pre-packaged or tailormade experiences Get to market quickly at low cost or build bespoke experiences on our infrastructure. Reduced operational cost, increased efficiency Benefit from real-time rebalancing of clients’ separately managed account structures. Access to third-party innovation Benefit from seamless integration with digital......

relevant regions
Zurich, Switzerland

Avaloq Engage

Avaloq Engage provides a new and intuitive method for relationship managers (RMs) to communicate with their clients. Using the standard conversational apps (e.g. WhatsApp) that clients prefer to use in their daily lives, Engage allows for communication that, as well as being familiar, is both secure and compliant with regulations.......

relevant regions
Zurich, Switzerland

Avaloq Wealth

Available to run in conjunction with any core banking platform, Avaloq Wealth allows financial institutions to efficiently grow across multiple jurisdictions, cater to demanding wealth clients at scale, and to facilitate a quick time-to-market for new offerings thanks to its API first approach.  It covers the end-to-end investment process, from client......

relevant regions
Edinburgh, United Kingdom

Aveni Platform

Make your advisers superhuman Wrap the power of AI around your advisers to enhance client interaction. Release them from low value administration, augment their service with real-time information and provide a second pair of eyes for risk and compliance. Our pipeline of NLP capabilities can be configured for multiple outcomes depending......

relevant regions
Athens, Greece

Axia Robo Advisor

The Axia Robo Advisor solution delivers a digital, omni-channel self-service to enable wealth management firms to offer an innovative and competitive approach addressing the mass market with complete automation of processes, security, reliability and compliance with regulations (e.g. MiFID II, GDPR). It also supports a hybrid-advisory service, should personal advice be......

relevant regions
Carlsbad, CA, United States

Axxcess Platform

Investment approach Axxcess customized portfolio platform The Axxcess Customized Portfolio Platform (ACPP) approach delivers access to the model portfolios of a wide variety of third party investment managers Sleeve managers Sleeve Strategy Managers are selected by Axxcess through a rigorous diligence process Advisor directed Advisors create a customized strategy portfolio that meets clients unique investment objectives......

relevant regions
Cardiff, United Kingdom

Ayoa

Used by leading wealth managers and financial advisors, optimize your client discovery and financial planning processes with Ayoa. Famed for its ability to boost productivity, creativity, and memory, a mind map is a visual thinking tool used to capture information and ideas. Created by industry leaders, Ayoa helps financial advisors to......

relevant regions
Lausanne, Switzerland

Azqore Essential

Software as a Service (SaaS) Integrated Information System (S2i) In an increasingly demanding environment, information system performance has become an issue of key importance. Our platform stands out because of it reliability, scope continuous evolution, productivity efficiency, as well as the pooling of investments and leveraging of cost savings. Onboarding When a private bank chooses to delegate the management of its banking operating system to us, it benefits from a high level of security and support. Whatever your size and your requirements, you will join the S2i with full confidence. Business Process Outsourcing Our Business Process Outsourcing solution enables us to manage all of your back office processes. The teams operate across two operational centres, in Switzerland (Lausanne) and Singapore. Together, they comprise of approximately 200 dedicated banking experts. Digital products & services e-Banking and m-Banking Azqore offers innovative and intuitive user interfaces, carefully structured information and highly developed analytical functionalities. Azqore's e-Banking and m-Banking platforms enable your clients to view their assets and enter stock exchange and payment orders with complete security. These......

relevant regions
Lausanne, Switzerland

Azqore Premium

Software as a Service (SaaS) Integrated Information System (S2i) In an increasingly demanding environment, information system performance has become an issue of key importance. Our platform stands out because of it reliability, scope continuous evolution, productivity efficiency, as well as the pooling of investments and leveraging of cost savings. Onboarding When a private bank chooses to delegate the management of its banking operating system to us, it benefits from a high level of security and support. Whatever your size and your requirements, you will join the S2i with full confidence. Business Process Outsourcing Our Business Process Outsourcing solution enables us to manage all of your back office processes. The teams operate across two operational centres, in Switzerland (Lausanne) and Singapore. Together, they comprise of approximately 200 dedicated banking experts. Digital products & services e-Banking and m-Banking Azqore offers innovative and intuitive user interfaces, carefully structured information and highly developed analytical functionalities. Azqore's e-Banking and m-Banking platforms enable your clients to view their assets and enter stock exchange and payment orders with complete security. These......

relevant regions
Paris, France

B4 Diligence

A fully-automated solution to improve KYC completion, and speed up your risk assessment and validation processes. Key Benefits 70% spared time - Reduce time spent sourcing and organizing data and documents, you can focus on valuable tasks. Improved partners' experience - Frictionless process in a white-label interface improves your image and your partner's......

relevant regions
Paris, France

B4 Distributor

Key Features Distributor Portal - A modular dashboard for performance monitoring, offering real–time information about capital contributions, fees and retrocession fees, average basket, and top sales rankings. Legal Contracts Online - Digitally sign distribution agreements and amended and restated agreements, reducing manual processes, improving security, and lowering risk costs. News Feed - A news feed to......

relevant regions
Paris, France

B4 Fundraising

How it Works Quickly set up your fund - Digitalise your subscription form. Fundraise from your investors - Give your investors a seamless experience. Monitor your fundraising - Benefit from an over all view of your fundraising through a dashboard. ...

relevant regions
Paris, France

B4 Management

Key Features Multi-Level Overview - A dashboard to quickly access status updates and monitor onboardings, take corrective action where needed, and move the process forward. Workflow Management - Manage multiple clients and workflows across jurisdictions through a single, centralized platform. Multi-Jurisdictional Regulatory Management - Review investors across multiple jurisdictions against our daily updated......

relevant regions
Paris, France

B4 Portal

Key Features Portfolio Value & ROI - Monitor portfolio value and ROI to track the amount of return your investment generates over time. Investment Data - Quickly and conveniently access investment data and documents, including subscription forms, share price, and more. Document Sharing - An easy-to-use sharing feature for asset managers, enabling them to......

relevant regions
Paris, France

B4 Wealth

Key Features Customizable Risk Profiling - Determine each client’s risk preference and investment goals and create a risk profile matched to specific asset diversification strategies. Seamless User Experience - Communicate with high-net-worth individuals, families, and companies in a variety of ways (tablets, onsite signatures), providing support in their engagement. Sign Contracts Digitally - Collect signatures......

relevant regions
Hong Kong, Hong Kong

Babel Mining

Mining Pool Babel Mining Pool currently focuses on Bitcoin and Ethereum mining services. By leveraging Babel Finance’s proven capabilities in financial services, Babel Mining Pool is dedicated to be the first mining pool equipped with professional financial services. Mining Farm Babel Finance has established solid mining facilities with sufficient power supply globally. We......

relevant regions
Chicago, IL, United States

Backstop Investor Portal

Provide transparency to your investors effortlessly through the Backstop Portal – a secure, branded web-based reporting portal created with your privacy and compliance needs in mind. Benefits Provide investors with secure online access to fund and account information Discourage the redistribution of confidential information from your site with PDF Watermarking Track page views and......

relevant regions
London, United Kingdom

Backtesting

Index One allows users to generate backtests on customized baskets and index strategies in a matter of seconds, with the possibility to share backtest results externally and within teams, including the ability to view detailed stats on the backtest....

relevant regions
San Francisco, CA, United States

Balance

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

Singapore, Singapore

Bambu BUILD

Features Tailored profiling and investment process Design a customer onboarding process that meets your requirements and provides a seamless experience. Unfiltered access to API Library Gain access to Bambu’s cutting edge AI features that will build your groundbreaking platform. Custodian of your choice Bambu provides ready-made connectors to leading custodians, brokers and payment gateways. Need your......

relevant regions
Singapore, Singapore

Bambu GO

Features Transactions automated: Bambu GO comes with instant verification, ACH payments, order management, and rebalancing through Plaid and Apex Clearing  Fast delivery robo: Customise your robocalls with your branding set up risk questions, products and portfolios using our dashboard. Deployment takes just 2 months*  Hosted & supported on AWS: Bambu GO is hosted......

relevant regions
Vienna, Austria

baningo connect

Modern customer journey for advisor search, digital staff profiles, messenger, contact forms, appointment booking tool, easy document exchange and many more features. Our software solution increases contact rates and thus your revenues. Advisor Matching: Be where your clients are - online Our software solution has heralded a paradigm shift in customer relationship......

relevant regions
Lehi, UT, United States
Munich, Germany

Banking as a Service

Customers expect financial services at those touchpoints, where they hang out online: in their apps, online portals and e-commerce shops. ndgit Banking as as Service opens your systems for complementary digital channels to jointly win new customers and revenue sources. ndgit’s flexible open finance platform enables you to offer your services......

relevant regions
Berlin, Germany

Banking-as-a-Service

Fully branded and licensed No matter whether you are creating a solution for businesses or consumers, our APIs empower you to offer digital bank accounts with an array of engaging features. All of our APIs are white-labeled, so you can embed our banking features into your product environment with your branding.......

relevant regions
Zurich, Switzerland

Banking-as-a-Service (BaaS)

The benefits of utilizing BaaS: Boost sales and volumes: Reach an additional client base and reduce client acquisition costs. Lower average costs: Utilize excess capacity efficiently and reduce costs through volume growth. Grow profits: Achieve 3x higher Return on Equity (ROE) and increase profit channels. Embed into context-relevant user journeys With additiv’s DFS® platform, financial......

relevant regions
Zug, Switzerland

Banking Compliance E-Learning Courses

Individualisation as an option You as financial institution are free in the selection and composition of the online modules. In close collaboration with you, we align the curriculum thoroughly to your individual business situation and requirements. If you wish, we can also add your own specific contents (e.g. own-brand financial products......

relevant regions
Zug, Switzerland

Banking & Finance Courses

The Fintelligence course catalogue consists of onsite-programs and online-modules in the four main areas of expertise: Managerial and Business Skills Client Management Skills Financial Products & Investment Management Ethics, Legal, Compliance & Risk All programs and online modules contain assessments and tests and are available in several languages, primarily in English, French, German and Italian....

relevant regions
Amsterdam, Netherlands

BankingRight

We are you regularly develops bespoke solutions for private banks and investment management firms. To speed up the development process we have invested in a component-based development culture. It enables us to repurpose knowledge acquired within the banking industry. This includes retail banking, private banking and wealth management. This accelerates the......

Berlin, Germany

Banxware Platform

Our core lending experience offers: Fully digital processing The finance application, identification, decisioning and contract signing – the process is fully digital from start to finish for sellers. Flexible loans Loan-seekers decide the amount they borrow. Subject to revenue-based approval, we offer adjustable loans from €1k to €250k. Transparent pricing Costs that can be planned for:......

relevant regions
London, United Kingdom

Bark for Investment Advisors & Financial Advisors

Focus on the right people Filter out customers who want the wrong services in the wrong areas Dig into the detail. See what a customer wants before talking to them See the most recent requests first Start receiving leads immediately Get instant access to live leads from customers looking now See details of exactly what the......

relevant regions
London, United Kingdom

Behavioural OS

See your company with 20/20 vision Your people are your most valuable resource. Why settle for limited access to the data they leave behind? The Behavox Behavioral OS integrates fully into your company’s nervous system, giving you a complete perspective on your people, their patterns, and what to do with them. A data......

Westport, CT, United States

Bento for Enterprises

Leading with proactive advice through Bento Engine ensures deeper client relationships and faster prospect conversions. What Bento Does Bento puts your advisors in a position to lead with timely, personal and impactful advice during key Life Events and ahead of Age Based Milestones. Across their entire book of business, including their prospects.......

relevant regions
St. Julians, Malta

BEQUANT

Direct Market Access to 13+ major liquidity pools BEQUANT offers traditional DMA or so-called naked access to major crypto liquidity pools. We continuously add new venues, so do check with us on the next markets to be added. Simplified KYC/account opening process - pass BEQUANT Pro Compliance verification and gain access to......

relevant regions
Seoul, Korea, Democratic People's Republic of

Bering AI

Proprietary Neural Machine Translation platform specializing in legal and patent translations. Google Translate for contracts and patents....

relevant regions
Seoul, Korea, Democratic People's Republic of

Bering AI+

Post-Editing of the proprietary AI MT to provide best-in-class legal translations....

relevant regions
Kitchener, ON, Canada

Betterworth

How it works We are utilizing DISC to conduct the assessment and understand your specific behaviours. This helps us identify your areas of growth to become a top financial advisor! What is DISC - a widely popular behaviour assessment tool It’s used by various organizations for many years to understand people. It focuses on......

relevant regions
Biloxi, MS, United States

BidMoni

Who We Are BidMoni, Inc. designed FiduciaryShield as an online platform to create a more efficient retirement plan marketplace for all parties involved infusing technology into what was once a time-consuming and cumbersome process. Plan fiduciaries – anyone with discretion over a plan or control of plan assets – are held to......

San Jose, CA, United States

Bill for Wealth Management

Trusted by millions of businesses, top accounting firms, and leading U.S. financial institutions 4.7 million network members pay or get paid with BILL 400,000 businesses use BILL to help automate their financial operations US$225 billion+ in total payment volume 80%+ of the top 100 US accounting firms trust BILL Effortless bill pay solution tailored for your......

relevant regions
San Francisco, CA, United States

Billing

Integrate and iterate quickly Start collecting one-time or recurring payments via card, bank transfers and other popular payment methods instantly. Test and roll out changes via our API or directly in the Dashboard. Support any billing model Flexible billing logic for everything from per-seat pricing to metered billing out of the box. Support......

relevant regions
London, United Kingdom

Bite Stream

A fully customisable end-to-end platform for fund managers Distribution Tool Compliantly scale and target your distribution across multiple jurisdictions, and Investor types. Digital Marketplace Manage your fundraising pipeline and maximise user engagement with real time investor analytics. E-Subscription Digital workflows for subscription process. Rapid multiple re-investment process. Investor Relations Consolidated reporting and automated investor management....

relevant regions
London, United Kingdom

Bite Wealth Universe

The ideal marketplace for investors An array of alternative investment funds in one place. Explore investment opportunities Discover a growing selection of private market funds, including funds from Bite Stream clients and Bite Group's own regulated investment manager. Save time assessing investment options Easily filter funds by strategy, style, liquidity, target return and geography based......

relevant regions
Knoxville, TN, United States

Bitsy

Bitsy is a technology company that builds enrollment/compliance centric software for financial advisors. Firms of every size—from new startups to wirehouses—use our software to quickly enroll new clients and improve their compliance online. The Potential of the Online Advisor Businesses are growing faster online than anywhere else, yet only 3% of global......

Chalfont St Peter, United Kingdom

Bizagi Platform

One platform made up of three component parts. Each facilitates a key step in transforming and automating your processes. Modeler Download our popular free tool to document and optimize business processes. Free, intuitive process modeling 100% BPMN standard notation Publish high quality documents Studio Download our intuitive software to automate process models without coding. A model-based business &......

relevant regions
Windsor, CT, United States

Black Diamond Wealth Platform

Clients expect robust, transparent investment tools that mirror the technology they use in everyday life. The Black Diamond Welath Platform delivers this, and more. In addition to performance reporting, rebalancing, and client billing functionality, the platform offers daily reconciliation services, an award-winning client portal with mobile access, and integrations with several......

relevant regions
London, United Kingdom

BLINK

The European crypto industry’s first instant settlement network One of the first real-time payment networks of its kind to allow free, real-time transactions across fiat and digital currencies. The network aims to transform traditional payments infrastructure by providing a unified architecture capable of handling instant domestic and international fiat transactions, crypto payments,......

Birmingham, United Kingdom

Blue Nova

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

relevant regions
London, United Kingdom

Bots for That Bespoke

...

relevant regions
London, United Kingdom

Bots for That Recipes

...

relevant regions
Redwood City, CA, United States

Box for Financial Services

You can’t just flip a switch to become a digital business. You need to fundamentally transform the way you work. And so many of the ways businesses need to transform revolve around content, from automating key workflows to boosting customer engagement. That’s where Cloud Content Management comes in. With Box,......

relevant regions
Chicago, IL, United States

BridgeFT Wealthtech API

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

relevant regions
Sao Paulo, Brazil

BRITech Portal

Portal, the most popular segment of our platform, our Portal dashboard suite, is both the investor portal and client portal. This module lets our customers and their investor clients benefit from state-of-the-art presentation tools that allow you to visualize portfolio performance, risk management, and any other area of financial performance......

relevant regions
Chicago, IL, United States

Brokereach.com

Trade equities, options, and futures globally with brokers’ program/cash desks and algorithmic execution services For traders Brokereach.com, a service of InfoReach, provides a single and secure point of access to various brokers’ trading desks and algorithmic execution services. Whether you trade baskets or single orders, Brokereach web-based execution management system will consolidate......

relevant regions
Singapore, Singapore

BTO Enterprise

Transforming Financial Engagement Engage your customers like never before We help financial institutions drive new customer value and deeper engagement through white label and cobranded enterprise solutions that are revolutionising the way people plan their lives. A unique customer offering A do-it-yourself financial planning solution for customers, or a whole new way for them......

relevant regions
Barangaroo, NSW, Australia

BT Panorama

BT Panorama is the fastest growing wealth management platform in Australia. Integrated with your business model, it can transform the management of investment portfolios, SMSFs, super and insurance. Reasons to choose BT Panorama Efficient portfolio design enables you to save time and tailor portfolios to meet your clients’ needs. Online consent reduces the......

relevant regions
Coimbatore, India

Bullfinch Wealth Suite

Bullfinch Wealth suite is an integrated front, middle and back-office solution to manage the complete wealth management lifecycle. A comprehensive and customer-centric wealth and portfolio management system, which offers customers with interaction portal, fund manager utility, wealth, asset, and portfolio. The AI-empowered portfolio management system significantly transforms asset allocation, trading processes,......

relevant regions
Gliwice, Poland

Business Intelligence

Making an improved strategic decision is easier when data is accurate and reliable. Develop your company and strengthen your competitive advantage as a data-driven organisation with modern BI solutions (on Cloud, on-premise and hybrid) in place. 15 - years of Microsoft partnership Almost 27% - predicted growth of The Global Business Intelligence Market value......

relevant regions
Limassol, Cyprus

Cadmos Tokenization Platform

Cadmos brings together powerful smart contracts and a scalable tokenization platform to offer a robust Infrastructure for private markets, asset management and fundraising. The Cadmos tokenization platform uses blockchain technology to maintain a secure, accurate and reliable shareholder registry and to automate fund administration. The platform allows the issuers to directly......

relevant regions
New York, NY, United States

Cadre

Real estate is a critical part of a sound investment portfolio A key tenet for building a sound investment portfolio is diversification. That’s where real estate comes in. Due to its low correlation to stocks and bonds, the inclusion of real estate to a multi-asset portfolio is designed to reduce volatility......

relevant regions
New York, NY, United States

Cadre Direct Access Fund

Cadre Direct Access Fund seeks to deliver Value Add returns with downside protection Our focus is on quality over quantity. We work with our experienced operating partners to carefully select each fund investment to add to a diverse mix of institutional-quality investments across risk and return profiles, asset classes, and markets. To build......

relevant regions
Sydney, NSW, Australia

CalibreRMS

Company and thematic research A structured note-taking tool that ensures consistency across your investment process. Painlessly write your company and thematic research notes Track your company interactions and meetings. Use Scorecards to capture your subjective assessments. Powerful personalisation to reflect your unique approach and investment process Modelling and valuations Track your company model changes and their impact Automate......

relevant regions
Singapore, Singapore

Call Levels

Call Levels is a real-time financial monitoring and notification service that provides you with the critical information necessary for a successful investment strategy. We believe in equalizing the playing field for everyone in the financial markets - so whether you are a professional trader or first time investor, Call Levels alerts......

St Louis, MO, United States

Capacity platform for Wealth Management

Surpass expectations. High net worth individuals have high expectations, and their needs not only change over time, they vary greatly. You need an enterprise-grade platform that helps you organize and maintain an abundance of information, from a variety of sources. One source of truth Whether you track your firm’s critical knowledge in a......

relevant regions
Paris, France

Capgemini Financial Advisor Desktop

The Capgemini Financial Advisor Desktop integrates and aligns the many activities and applications needed throughout the client-relationship development and advisory lifecycles. Analytics-driven functionality enables pro-active communications designed to maintain client trust, demonstrating advisor competency. Integration with social media supports proactive prospecting, and cognitive intelligence is used to match client-advisor personalities......

relevant regions
Tel Aviv, Israel

Capitalise

Using Capitalise, brokers can now offer seamless automated trading, currently available mostly to highly technical traders, to all types of traders. Even traders with zero technical skills can now automate their trading by simply using free-style text to create their trading strategies. Feature-Rich 360° Trading Automation System: Buying power Traders can open as many......

relevant regions
Denver, CO, United States

Capitaliz for Wealth Advisors

Secret One - Automated Business Insights Reports Deliver business valuations with deeper insights to convert one-off valuations into long-term client engagements with ease. Fast-track the delivery of a beautiful, industry-leading valuation and assessment report, including scorecards to allow “apples for apples” comparison for every industry sector. Secret Two - The Power of Value Potential Showing......

relevant regions
London, United Kingdom

Capnovum

Capnovum’s cognitive compliance management platform provides an up-to-date repository of regulations, obligations and regulatory news; that lets financial institutions manage compliance and resource utilisation across jurisdictions. Artificial intelligence is leveraged to understand and identify synergies between regulations, assess the footprint of business models and impact of regulatory updates. Capnovum eliminates manual work......

relevant regions
New York, NY, United States

Captivate

Oor mission is to amaze, engage and inform your audience. Captivate allows you to automatically embed relevant tools and data visualizations directly onto your pages. Engagement The average engaged user makes 6 adjustments to a Captivate tool spending 4 minutes focused on the tool. Oor most popular tools: Retirement calculator Home affordability calculator Cost of living calculator Life......

relevant regions
London, United Kingdom

Capture

Hey WhatsApp, can WeChat...? Instant Messages, instantly captured. Ensure compliance while accessing global markets from your fingertips Join leading financial institutions across the globe who are doing business over WhatsApp and WeChat. Equip your workforce with the tools required to access emerging markets, connect with new customers and increase revenue opportunities, all while avoiding......

relevant regions
Portland, OR, United States

Capture

Enable communications governance on the latest channels Today’s workers are adopting new communications tools every day. Smarsh is the only capture provider that supports 80+ channels out of the box, including the most popular email, mobile, social, IM & collaboration, video and voice tools used today. And we help you keep......

relevant regions
New York, NY, United States

Carefull for Advisors & Planners

Build long-term, cross-generational relationships. Financial caregiving activities can last up to 20 years, — bridging generations and the impending $24 trillion wealth transfer. Expand your share of family. Offer extra protection to an aging client or peace of mind to an adult looking after a senior, all while retaining assets and attracting new......

relevant regions
London, United Kingdom

Cash Platform

Our Investment Platform now incorporates a Cash Platform service - allowing your clients to benefit from the best deposit rates available from the whole savings market, without the hassle of opening multiple accounts. This gives you seamless access into the cash management service provided by our partners at Insignis Cash Solutions. This active management of cash deposits......

San Francisco, United States

Celo dApps

Celo is a fully EVM compatible proof-of-stake layer-1 protocol, featuring a fast ultralight client and built-in seigniorage stablecoins, collateralized by crypto and natural assets. Millions of people around the world already benefit from assets and applications built on Celo....

Zurich, Switzerland

Certifaction for Financial Services

Tax returns Financial statements Client contracts How your business can benefit Here is how to supercharge your Financial Service business. Digitize and speed up your signature process Drastically improve the signing experience Stay compliant – and private Verify your documents – even when printed ...

relevant regions
Sydney, NSW, Australia

Chandler Verify

Chandler Verify is a KYC (Know Your Customer) service that allows organisations to meet their KYC and AML/CTF obligations that can scale and integrate with the required organisational processes. Chandler Verify provides an easy-to-use interface, and speedy integration, that allows for high volume and user-friendly KYC and AML/CTF checks. Chandler......

relevant regions
Zurich, Switzerland

Channel Suite

The platform for digitalizing your customer relationships quickly, easily, and efficiently. Differentiate yourself from the competition with tailor-made solutions. ti&m places great importance on identifying trends and leveraging them for our clients. Always up to date, we have recognized the trend to digitize the customer interface from the beginning. In response, we have......

relevant regions
London, United Kingdom

Charizone Charity Reports

Why is it so difficult to make informed, passionate donations based on knowledge - rather than being swayed by a well-planned fundraiser, a glossy website or a shiny marketing brochure? Our reports provide you with meaningful insights about charities in an easily-digestible format. Based on the Charizone Framework, we offer a......

relevant regions
San Francisco, CA, United States

ChatGPT Enterprise

Security & privacy Protect your company data Customer prompts or data are not used for training models Data encryption at rest (AES-256) and in transit (TLS 1.2+) SOC 2 compliant Deploy with ease Scalable deployment tools Dedicated admin console and easy bulk member management SSO and Domain Verification Analytics dashboard to understand usage Move faster Fast, uncapped GPT-4 Unlimited, high-speed access to......

relevant regions
Stony Stratford, United Kingdom

Chat Guard

The problem Regulatory requirement to record and archive social media ‘chat’ channels used on BYOD and corporate devices by employees Sales teams are 50% more likely to achieve sales quota when teams are engaged on social media Research from LinkedIn and Hootsuite found that executives have a key role to play in using social media......

relevant regions
Muncie, IN, United States

Cheetah

A modern solution for a shifting wealth management industry The financial community is in flux. Wealth managers must figure out how to grow in an increasingly unpredictable business environment. At the same time, they must also keep up with evolving client expectations that include a digital, convenient, and on-demand experience. Wealth managers......

New York, NY, United States

CHEQ Platform

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

relevant regions
Westport, CT, United States

Children & Wealth

Context Many parents know that Financial Literacy matters, they want to introduce their offspring to the important concepts of money and wealth, but don’t always know when and how. A big client need / major advice opportunity. Solution Every two years, as the children turn 4, 6, 8, and… years of age, you will......

relevant regions
Dover, DE, United States

CIRA Platform

CIRA is a patent-pending DIY platform that enables enterprise users to launch intelligent digital assistants in weeks without writing a single line of code. CIRA is designed for the needs of wealth management advisors so they can respond to their clients more efficiently and effectively, CIRA is becoming a first choice digital assistant......

relevant regions
Boston, MA, United States

CircleBlack for Advisors

CircleBlack provides a complete financial overview of your client’s portfolio in one, simple-to-access location. We aggregate feeds from your custodians and any direct holdings, such as mutual funds and annuities. We integrate with the services you are using for trading, billing, CRM, risk analytics and CircleBlack then provides you with......

Boston, MA, United States
Boston, MA, United States
Fort Lauderdale, FL, United States

Citrix Content Collaboration

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

relevant regions
Fort Lauderdale, FL, United States

Citrix Workspace

Power a smarter, more flexible way to work You hired the best. Let them be their best. Redefine what it means to work better with Citrix Workspace. Increase employee engagement and productivity through simpler IT Simplify the way you manage and secure apps, devices, users, and networks so you can deliver the best......

relevant regions
New York, NY, United States

Clarity AI

Clarity AI’s value proposition is composed of 3 main pillars: Data: The largest and most reliable database of environmental and social impact data (~30k companies, 198 countries, 187 local governments, 200k+ funds), by combining both structured and unstructured data, applying reliability algorithms and complementing them with estimated data. Ratings: Societal / environmental impact and......

relevant regions
London, United Kingdom

ClearDil

ClearDil SDK workflow Fight facial spoof attack with video interview and liveness check, Verify identity through Government issued ID, and screen your customer with the world best Data Source. ClearDil scans your customers’ ID cards and authenticates them down to the last pixel. Benefits of our workflow Stop fraud at scale Boost customer acquisition Increase onboarding......

Auburn, CA, United States

Client Acquisition

The average wealth management firm isn’t growing as it should. In fact, the standard market-adjusted growth rate is 3%, and only 20% of financial advisory firms are high-performing in terms of growth and profitability. That’s why Nitrogen has built the world’s first Growth Platform, a bridge between your marketing and......

relevant regions
San Carlos, CA, United States

Client & Advisor Portal

Firms managing more than a handful of accounts are challenged with handling the generation, creation and distribution of client reports. Some firms do it daily, some monthly and some quarterly. Some print it and mail it, some email it while others host it on a client portal. We recognize that firms......

relevant regions
Auburn, CA, United States

Client Engagement

Crafting a tailored, high-quality, client experience is an integral part of your firm’s growth. With Nitrogen, your team can develop a deep understanding of each client’s unique needs, and establish client engagement processes that multiply across your entire team of advisors to reach every client, every time. Adopt a repeatable process......

relevant regions
Montréal, QC, Canada

Client Engagement Automation

Enable administrators, advisors, and investors, with simplified, centralized operations. Admin Portal Forms are the APIs of finance. Mako's Admin Portal is where the form-filling magic happens, especially at scale. It allows different types of asset managers to oversee the state of onboarding for all clients at once, and to facilitate back-office paperwork......

relevant regions
Omaha, NE, United States

Client Experience

Power unforgettable interactions Tailor your communication experience Connect with your clients wherever they are, no matter their communication preferences—with a range of communications channels available to share holistic account information. Engage in real-time, anytime Deliver the account details that matter most to each client anytime important changes occur, through automated emails, texts, and portal......

relevant regions
Austin, TX, United States

ClientGo

Keep your original plan intact while your clients explore their dreams. Clients can even invite their spouses and other family members to play along from the comfort of their own home. They'll explore endless copies of their plans to see if they're able to support caregiving duties for their parents......

relevant regions
Dublin, Ireland

Client Onboarding

Fenergo combines digital client onboarding with powerful automation to increase efficiencies, reduce onboarding times and time-to-revenue, enhance client experience, and maintain regulatory compliance. Increase Operational Efficiency - Digitalize and automate the client onboarding process to achieve greater operational efficiencies, reducing time to onboard and time to revenue. Transform Client Experience - Enhance......

relevant regions
Chicago, IL, United States

Client Portal

You can leverage a complementary set of configurable modules that allow your clients to aggregate their personal finances to obtain a holistic view of their wealth and assess their financial health. Through innovative and intuitive technology, modules include a configurable digital storefront for opening an account as well as Financial......

relevant regions
Melbourne, VIC, Australia

Client Portal

Client Portal is an online portal delivering a professional and personalised digital experience to clients wanting an accurate view of their investments and financial life. Accessible via mobile, tablet, laptop and desktop, Client Portal is contemporary, easy to navigate and secure meaning your clients can interact directly with your business......

relevant regions
Indianapolis, IN, United States

Client Portal

SEI Archway's client portal is built with multiple layers of technology and services that make it a robust engine for complex, end-client reporting. Using the data housed in ATWeb, the platform’s foundation sets the stage for a profoundly secure and highly-interactive user experience. As a result, the Veridium client portal......

Singapore, Singapore

Client Portal & Mobile Apps

Web based dashboards allow investment managers to publish intraday or daily holdings, cash and instrument transactions, valuations, performance measures and mandate variance to their clients within a company defined layout. Clients are able to amend / reorganise the layout to suit their preferences, providing a personalised form for data consumption.......

relevant regions
Frankfurt, Germany

Client Portals

Dashboard Graphic visualization Key figures Detailed presentation Online messenger Creation of content Integration of own graphics or files to supplement news E-mail notifications about new updates/posts Digital mailbox Receipt and storage of contract documents Integrated contact form for customers to send messages Email notification system ...

relevant regions
San Francisco, CA, United States

Climate

Enrol in one minute Contribute a fraction of your company’s revenue to fund frontier carbon removal technologies right from your dashboard in just a few clicks. Fund frontier carbon removal We direct 100% of your contribution to carbon removal. Our scientific advisors help maximise the long-term impact, and we allocate your contribution the......

relevant regions
Ann Arbor, MI, United States

Clinc

Improve cross-selling, enhance customer engagement, increase reach Deliver the highest quality conversational AI experience within finance Drive customer acquisition, engagement and retention Increase adoption on mobile and digital banking channels ...

London, United Kingdom

CLMi

CLMi is a cost-effective, scalable and intuitive Client Lifecycle Management (CLM) platform that puts the productivity of advisors and satisfaction of your clients at the forefront of your business. Ideal for mid-size discretionary fund and investment managers, CLMi is the platform of choice for out-of-the-box ease-of-use and rapid, cloud-based deployment.......

relevant regions
Bournemouth, United Kingdom

CloudTwenty7

Leveraging Twenty7Tec’s integration first approach, the CloudTwenty7 ecosystem is a complete technology solution that underpins our CAPTURE, SOURCE, APPLY, and INSIGHT modular suite of applications. CloudTwenty7 offers a range of applications and functions that are designed to make the process of searching, applying for and obtaining a mortgage simpler, faster and......

relevant regions
Basel, Switzerland

Co-Browsing

Co-browsing technology allows a customer service advisor to join customers in their browsing sessions, interacting and collaborating with them in real time. Together, customer and advisor can simultaneously browse the web, an online application, or a document, and advisors can guide customers through difficult processes and offer specific and customized......

relevant regions
Schwerzenbach, Switzerland

Cofex Access Services

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

relevant regions
Schwerzenbach, Switzerland

Cofex Document Management Services

For the flood of paper external asset managers receive from banks, we offer the possibility of reading the bank documents, which are available digitally, directly into a legally compliant archiving system. This process is fully automatic. As a customer, you can then access these documents at any time. Of course, non-digital documents can......

relevant regions
Schwerzenbach, Switzerland

Cofex Email Services

We fully cover this basic needs with our business mail services. Redundant servers in our data centers ensure that all your e-mails are received and sent smoothly. At the same time, multi-level filters working on it ensure that unnecessary mass mails (spam) and malware (viruses, Trojans, etc.) are stopped and do not......

relevant regions
Krakow, Poland

Comarch Wealth Management

Comarch Wealth Management is a multi-module investment system dedicated to private banking and wealth management. The software supports wealth management processes delivered to clients in the form of personal services identified as: Simplified investment advice – occasional advisory on investment products Full investment advice – recurrent advisory on model portfolio Execution only – transaction execution based on client’s......

relevant regions
Portland, OR, United States

Communications Intelligence Platform

Maximize the value of your communications data The Smarsh Communications Intelligence Platform is a unified, cloud-native solution designed to future-proof enterprise communications data strategies. Gain new insights using best-in-class technologies, including elastic compute, natural language processing, machine learning and artificial intelligence. Solutions for all your data needs Solutions in the Communications Intelligence Platform......

London, United Kingdom

Communities

Why Communities? Kurtosys Communities enables you to create powerful portal experiences for your clients and salespeople. It drives faster, more accurate reporting and better data, leading to deeper client satisfaction, brand recognition, loyalty and asset retention. Communities supports sales growth – through your own team or external distribution network – with sales......

Melbourne, FL, United States

Community

We've Built the Perfect Place to Connect Chalice community isn't a social media platform. It's a hub for connecting with influencers, staying on top of industry news, sharing experiences and solvings issues. Join the conversation - socialize industry news and trends in a private digital community Learn from others - gain valuable insights......

relevant regions
Caerphilly, United Kingdom

Company data API

Company data API to power your business: Access the Creditsafe database directly within your systems Creditsafe Connect API Access millions of person and company details to build powerful features and products. Use any of our commercial APIs for seamless onboarding flows, customer profile generation, credit risk scoring, or anything else that strikes......

Berwyn, PA, United States

Compensation Management

Save Time for the Backoffice Eliminate the days-long turnaround from billing to payouts. Calculate compensation for advisors in a matter of minutes and reallocate time to other areas of your business. Give Advisors Full Transparency Provide in-depth revenue reporting to both advisors and administrators. Less questions from advisors about accuracy, and more insight......

relevant regions
Denver, CO, United States

Complect

Complect is an online marketplace that allows financial services firms to hire experienced financial regulatory compliance specialists on demand for one-off projects and full-time roles. Regulatory compliance is an unavoidable aspect of the financial services industry. The regulatory environment is constantly changing and compliance issues are more numerous and complicated than......

relevant regions
Toronto, ON, Canada

Complete Practice Digitization

Significantly reduce the overhead costs and backend processing costs associated with paper by transforming manual, paper-driven processes into automated, secure, digital processes of the future....

Auburn, CA, United States

Compliance

As your firm is growing, you need to set systems in place to ensure that everything is in compliance. That’s where Nitrogen Compliance comes in. Whether you’re a Chief Compliance Officer at a firm with thousands of advisors, or compliance is one of your many hats at your RIA, wealth......

relevant regions
Chicago, IL, United States

Compliance Advantage

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

relevant regions
Toronto, ON, Canada

Compliance and Audit Readiness

Signifigantly improve compliance across your organization with end-to-end encryption and best-in-class security tools, while reducing audit readiness cycles from 1 week to 1 day....

State College, PA, United States

Compliance Core

Review with confidence Enjoy tools designed to make you a great marketer while meeting every aspect of your regulatory responsibilities. Receive automatic notifications of new changes Gain access to a private website URL and print-friendly documentation Quickly identify content differences with our compare tool Request and approve changes Rest easy knowing that your advisors submitted changes won’t be......

relevant regions
Kansas City, MO, United States

Connect

One identity, connected With the ZOLOZ™ Connect identity platform, users create comprehensive, cloud-based digital identities they’ll carry across apps and experiences, making passwords obsolete and authentication effortless....

San Francisco, CA, United States

Connect

The easiest way to facilitate payments and pay out recipients Onboard users Onboard your users and verify their identities to help meet payments KYC. Accept payments Accept and facilitate payments on your users’ behalf. Pay out users Split payments, transfer funds and send money. Manage platform Manage payments and users on your platform or marketplace....

relevant regions
Sydney, NSW, Australia

ConnectHUB

Introducing ConnectHUB by HUB24 We live in an increasingly connected world… and yet your business experience is often disconnected & inefficient. ConnectHUB by HUB24 is the answer. ConnectHUB by HUB24 is a new platform… but different. It can be customised just for you. It seamlessly aggregates data from multiple sources and allows......

relevant regions
Copenhagen, Denmark

Connectivity and APIs

Receive tailored multi-asset liquidity via FIX API Gain market access through a stable, fast, flexible and fully documented electronic infrastructure. With over 20 years’ experience in creating liquidity pools and execution capabilities, we construct competitive solutions best suited to our clients’ flow. Multi-asset liquidity and full back-office functionality - One cross-collateralised account......

relevant regions
New York, NY, United States

Content Engine

A content engine that delivers the right content for your audience Vestorly’s content engine increases and unleashes the power of content by allowing you to leverage it across different business activities. Efficiently search the web and surface, curate and use both first and third-party content for content marketing, content education, business......

relevant regions
Hong Kong, Hong Kong

Contineo

The technology is backed by the highest service level agreement in the industry. We are open-architecture, vendor agnostic and have bank level infrastructure for resilience, redundancy and performance. Network Connects institutions to access structured products. A complete STP solution covering services from price discovery and order completion to term sheet delivery Access to......

relevant regions
Redwood City, CA, United States

Conversational AI

One of the best ways for Financial Service Providers (FSPs) to give real-time customer service is to revolutionize the digital customer experience. With Envestnet | Yodlee® Conversational AI for finance powered by Abe.ai, FSPs can connect with consumers on any device, using natural language processing across all major conversational ecosystems. Conversational......

relevant regions
San Diego, CA, United States

Copia Wealth Studios

A new kind of all-in-one wealth management platform View your portfolio in real-time, and become a better steward of your wealth. From alternatives like real estate and venture capital to cash and other liquids - Manage your Assets Under Intelligence™....

relevant regions
London, United Kingdom

Corizance Platform

Intelligent platform delivering award winning, connected, more accurate risk management and intelligence for business, risk and compliance teams to manage and benchmark business risks, increase resilience, reduce costs, protect revenue and business growth Unified data management of enterprise and operational risks Real time risk & fraud monitoring, automated decisions and actions Fast onboarding, configuration......

Coburg, Germany

CORYX iO Sodalite

Experience a platform which leaves you in full control with maximum overview, while being easily accessible – without having to make sacrifices on efficiency and flexibility. Thanks to our years of experience as a partner of the financial sector, we understand the challenges asset managers meet in digital wealth management. With CORYX......

relevant regions
Cheyenne, WY, United States

Couplr Lead Generation

The Couplr fintech lead generation solution was specifically built for financial companies and their financial advisors. Couplr is a byproduct of frustration, first hand experience, need, potential, data science, and the human connection. Financial advisors and the companies they represent want to help as many clients as possible, but with......

relevant regions
Zurich, Switzerland

CREALOGIX Conversational

Today’s mobile, tablet and laptop users expect accurate information at their fingertips – instantly. When it comes to banking and wealth management, they want personal interactions with advisors and relationship managers, who in turn need to be able to engage in the way clients choose. Fast and easy interactions CREALOGIX Conversational is......

relevant regions
Zurich, Switzerland

CREALOGIX Digital Hub

CREALOGIX Digital Banking Hub is the leading modular SaaS digital banking engagement platform, with functionality covering retail, private, and business banking scopes. Financial institutions can rapidly modernise the interaction layer of their digital customer experience and continue adding on new CREALOGIX features or integrating partner fintech functionality. The immediate benefit......

relevant regions
Zurich, Switzerland

CREALOGIX Financial Advisory Workbench

Aimed at advisors and relationship managers who serve private investors, Financial Advisory Workbench (FAW) delivers an aggregated, visualising data from different systems e.g. core banking system, portfolio management system, CRM. The software provides for structured meetings with attached records in order to achieve standardised legally compliant advisory processes. Based around a......

relevant regions
Zurich, Switzerland

CREALOGIX Invest

Connecting with any core banking or back office system(s), CREALOGIX Invest provides a self-service system of engagement for clients of wealth management firms. The standardised product allows firms rapidly to modernise their mobile and desktop user experience, or launch completely new digital investing services such as a robo-advisory offering.  Offering convenient......

relevant regions
Zurich, Switzerland

CREALOGIX Mobile Application Framework

CREALOGIX Mobile Application Framework, part of CREALOGIX Digital Hub, allows you to engage more effectively with today’s smartphone users. You can enable them to access banking and wealth management information anytime, anywhere from their iOS or Android devices—flexibly and securely. Easy integration into a single app CREALOGIX Mobile Application Framework provides a......

relevant regions
Zurich, Switzerland

CREALOGIX User Experience Framework

CREALOGIX User Experience Framework, part of CREALOGIX Digital Hub, optimises the experience of your digital banking and wealth management customers. It supports the rapid integration of multiple services and enables you to provide the solutions you need to fully engage with your customers. Design, test and deliver applications more rapidly  With CREALOGIX......

relevant regions
Zurich, Switzerland

Credit Engine

Credit Engine supports the whole client journey: Digital client onboarding Instant scoring and valuation of collateral (for example real estate, securities) Credit offers from multiple lenders based on their risk model Servicing the loan Prospective secondary market. Credit Risk Engine sits on a single platform, seamlessly integrated into a core banking or loan management system. It......

relevant regions
New York, NY, United States

CRM for Financial Advisors

Leave no client behind Provide each client a personalized approach by efficiently capturing and utilizing previous meeting notes, key discussion points and following through on action items. Scale your business faster Standardize and automate key processes, including client on-boarding, to avoid spending time on repetitive tasks. Centrally manage each advisor's activity from one......

relevant regions
New York, NY, United States

Crypto Brokerage

Easy to integrate APIs Our APIs are turnkey – with just a few integrations, you can offer your users crypto buying, selling, holding, transferring and more. Our enterprise-grade crypto services maintain an industry-leading uptime of 99.9%+. Enterprise grade We deliver institutional-grade digital asset infrastructure built to serve enterprise customers. We do not compete......

London, United Kingdom

CUBE

Knowing about regulatory change is one thing. Having the regulatory intelligence and analytical capabilities to understand the impact of regulatory change on your business is a very different matter. It may take days or even weeks to re-evaluate your compliance status and remediate non-compliant gaps, especially when you are a......

relevant regions
Dublin, Ireland

Curator

Unlike many platforms or applications, which tackle specialised areas of activity, Curator covers the entire fund lifecycle: product masterview, risk, oversight, reporting, due diligence, global registrations and more. Intelligent digitisation from start to finish. Everything is right where you want it. Everyone is 100% clear on what they’re doing next. Curator is, quite literally,......

relevant regions
London, United Kingdom

Currencycloud Solutions - API Integration

Built for Developers, By Developers Build tailor-made solutions for you and your customers with a simple Application Programming Interface (API) integration that allows you to build a cross-border transactions ecosystem directly into your product. We take care of the difficult parts, like regulation, compliance and plugging you into a banking network.......

relevant regions
London, United Kingdom

Currencycloud Solutions - Direct Platform

Looking for a Ready-Made Platform to Elevate Your Cross-Border Business? Get access to all the tools you need to manage your cross-border needs with ease. From accessing wholesale FX rates to collecting and sending money worldwide, Currencycloud Direct is a ready-made cross-border platform with enhanced reporting and management tools to help you......

relevant regions
London, United Kingdom

Currencycloud Solutions - White Label Platform

Control Your Customer Experience If you want to offer a service that looks and feels like you but want to save time, money by not having to build it yourself, this could be the option for you A Flexible Interface That’s Ready to Use Get to market quickly with our white label cross-border......

relevant regions
UT, United States

CurrentClient

Never miss an opportunity to help your clients Simple phone system Modern text inbox synced with your CRM/ Call and text your clients with our web-based phone system. No training required. Broadcast messages Reach more clients with a text broadcast. Promote a client appreciation event, send a holiday greeting, or share a company update. Send......

relevant regions
Boston, United States

Custody and Trading

A full-service digital asset offering. Custody. Transfer or buy bitcoin and securely store it on our industry-leading custody platform. Execution. Access multi-venue liquidity from a single platform without moving assets from cold storage. Lending Services.Borrow cash from third-party lenders using bitcoin secured on the Fidelity Digital Assets custody platform as collateral. Dedicated Client Service. Each......

Wan Chai, Hong Kong

Customer-Direct

Convenience for customers Gives customers full control over their investment journey Create a beautiful app to engage your customers. Empower them with the right tools and offerings, enabling them to make sound financial decisions independently and freely. Supports multiple investment journeys Personalised services and compelling offerings that cater to varied investment personas and interests.......

relevant regions
London, United Kingdom

Custom Index Calculation

Our API-based approach allows for creation and distribution of custom client indices at scale.   Indices can be accessed on demand, or delivered on regular schedules, or fully integrated with a direct indexing application for onward distribution and tracking....

relevant regions
New York, NY, United States

Custom Platform Solution

For wealth managers, wirehouses and private banks Your branded platform powered by iCapital Network so you can market your funds, the iCapital menu of funds or a unique combination of both, to your high net worth investors and provide service for the life of the investment. For fund managers Your branded platform powered by......

relevant regions
Miami, FL, United States

Cyberbank Digital

The Cyberbank platform delivers customized, multisegment financial services to any device, offering a positive and consistent user experience. The platform allows banks to set up and tweak the customer journey depending on the maturity of their processes and their differentiation strategy. The platform offers solutions for every business segment, through......

relevant regions
Toronto, ON, Canada

d1g1t Wealth Management Platform

Designed and supported by the strongest financial engineering team in the industry, the platform is powered by advanced analytics and risk management tools only used by the most advanced hedge funds, institutional investor and traders in Wall Street and around the world. We make these tools easily accessible to financial advisers......

relevant regions
London, United Kingdom

D2C Customer Platform

WO provides solutions across the whole D2C journey - from on-boarding to post-investment ongoing engagement....

Vancouver, BC, Canada

Dash

See More Client Progress Give your advisors super powers Goals - Create and keep track of short and long term financial goals Wealth Map - See more assets, all in one place Performance - Display KPIs related to client accounts over time Retirement Planner - Simplify the retirement planning process ...

relevant regions
Redwood City, CA, United States

Data Aggregation

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

relevant regions
London, United Kingdom

Data API

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

relevant regions
Belfast, United Kingdom

Datactics Match Engine

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

relevant regions
Belfast, United Kingdom

Datactics Self-Service Data Quality Platform

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

relevant regions
London, United Kingdom

Data & Document Dissemination

Quick and efficient distribution of your fund data We enable fund companies to deliver fund data in a single batch to FE fundinfo. Our cloud-based datafeed platform then ensures your distribution partners always receive your latest quality-controlled fund information, such as daily fund prices, static data, fees and charges, MiFID II......

relevant regions
London, United Kingdom

Data & Document Feeds

Fund data how you want it Simple web-based dashboards allow you to customise your feed. Whether it’s for regular reports, building your own web tools or for use in pre-designed charts. Our range of cost-effective fund data feed services are fully scalable and configurable. Extensive coverage Our extensive database of funds and the......

relevant regions
1950 Sion, Switzerland
Edinburgh, United Kingdom

Data Enrichment API

Why is it important to get categorisation right? Whether you are a bank, challenger, insurer, mortgage provider or personal finance app developer; If you are dealing with transaction data, good quality categorisation should be at the heart of your journey into the world of Open Banking. Save time Define salary, groceries, travel, mortgage......

relevant regions
Jersey City, NJ, United States

Data Feeds & API

QUODD’s UltraCache data feed technology QUODD’s UltraCache Data Feed technology aggregates, manages and streams high-quality, low-latency market data from all the major North American Exchanges. With QUODD’s UltraCache Data Feed technology, clients have access to the fastest, most reliable financial market data for use in their own proprietary applications and third-party software. A......

relevant regions
Rotterdam, Netherlands

Data Room

Archive your deal in the cloud and on a USB delivered to your door within 24 hours, with a full audit trail of your disclosed data and all relevant reports. With Virtual Vaults Data Room you can run due diligence, share data, explore insights and manage Q&A....

relevant regions
West Chester, PA, United States

Data Warehouse

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

relevant regions
Plano, TX, United States

David

A web application that allows users to input information in order to discover what Life Events are likely to occur, when they are probably going to happen, and how much of a financial impact that they would have. This application also allows the users to input real data to hyper-personalize......

relevant regions
New York, NY, United States

Deal-by-Deal Investing

Some investors want more control over their portfolio. For them, we created Deal-by-Deal investing We know that some of our investors want to pick and choose the individual investments that are right for them. That is why we typically allocate a portion of the equity value of selected assets for Deal-by-Deal......

relevant regions
Singapore, Singapore

Dealflow

What you can do with Dealflow Custom workflows - Organize deals and customize the pipeline stages to suit your investment process. Pitch pages - Receive pitches through a company page, customizable to ask the right questions. Pipeline analysis - Anlayze your dealflow across sectors, regions, stages, sources and run cohort analysis. Mailbox integrations - Integrate with Gmail and......

relevant regions
Cardiff, United Kingdom

Delio Vaults

These connected infrastructure solutions create opportunities in investment syndication, B2B2C distribution, navigating differing needs across international markets and enabling Delio clients to offer their partners integrated product plus technology solutions out of the box....

relevant regions
Berlin, Germany

DGLegacy

DGLegacy is a service through which, in the case of an unforeseen event happening to individual user, people whom the user nominates as beneficiaries will be informed about user’s assets and will be able to identify and locate them, thus minimizing the chance of an unclaimed asset. It enables users to......

relevant regions
London, United Kingdom

Dianomi for Advertisers

Digital promotion You can reach your audiences with targeted content that’s highly relevant to them. With our Native Advertising Platform, Audience, and Insights products, we deliver contextual relevance to engage readers through our suite of ad units. In good company Dianomi is trusted by top brands in financial services, technology and corporate sectors......

relevant regions
Manchester, United Kingdom

Digi

DFM Providing a range of carefully and professionally managed investment portfolios which include Hybrid, Passive and ethical portfolios. These expertly managed investment solutions are delivered at a competitive cost, with a proven track record and they are independently assessed and risk-rated portfolios. Delivered by an experienced and award winning team. Investment platform Using......

relevant regions
London, United Kingdom

Digital Advice (Robo) Platform

Robo-Adviser is an automated investing or financial planning solution that considers clients’ circumstances and delivers suitable and appropriate recommendations to achieve their financial goals entirely digitally without any human interaction. Robo Advice is typically powered by a centralised investment proposition (CIP) strategy and implemented with multiple strategies (Model Portfolios, DFMs,......

Vienna, Austria

Digital Asset Management System

Leverage secure multi-party computation technology to maximize security while overcoming limitations of hot and cold wallets. Tailor flexible policies to customise approval workflows. Stay ahead of regulatory requirements, unify hot and cold wallets, and multiply your competitive advantage.  The RIDDLE&CODE digital asset custody solution is a multi-authorization solution to safekeep crypto assets......

relevant regions
Vienna, Austria

Digital Banking

From its headquarters in Vienna and offices in Germany and Switzerland, CPB market, sell and implement into the DACH region Objectway’s foundation products for holistic client advisory (Advice), effective portfolio management (eXimius) and digital engagement & collaboration between client and advisor (Conectus)....

Cairo, Egypt

Digital Banking OmniChannel Solution

eBSEG omnichannel solution integrates seamlessly and securely with your back-end. eBSEG Digital banking offers a comprehensive suite of the latest banking services empowering banks to successfully deliver "any time","any where" banking services to customers on the GO....

relevant regions
Paris, France

Digital Distribution Platform

The solution to simplify your account subscription and product/contract management procedure and shorten processing times between the front and back office. Pension, provident and savings client pathways with the help of powerful simulators, support your omnichannel digital strategy by recommending turnkey or customised product. Subscription for life insurance, real estate investment trust and......

relevant regions
Warrington, United Kingdom

Digital Exchange

Customers save an average of 200+ hours When we say, “DX Before You DIY,” our goal is simple: to save you time. On the Digital Exchange (DX), you’ll gain access to more than 2,000 automation software components right now, without the need to hire and train additional resources or source advanced technologies.......

relevant regions
Toronto, ON, Canada

Digital Experiences

Showcase the benefits of your company Transform your online presence with a best-in-class website that attracts visitors, effectively presents your distinct benefits and outperforms your competitors. Our team of digital experts will be there every step of the way to ensure a smooth and successful transition throughout the project....

relevant regions
Geneva, Switzerland

Digital for Wealth

Digitalize Wealth Management Support the digital servicing of the new generation of High-Net-Worth Individuals. Provide tools for digital collaboration with investment advisors and introduce a hybrid model. Reduce the cost of servicing by enabling your customers to self-serve and take control of their investment decisions. Offer Next-Generation Investment Experiences Engage with your customers......

relevant regions
New York, NY, United States

Digital Investor

Digital Investor is a custody-agnostic online portal that connects advisors and their clients to a compelling, personalized digital wealth management experience. Our portal is engineered for rapid go to market deployment, at scale, without quality decay or added expenses....

relevant regions
Frankfurt, Germany

Digital Onboarding

Scope of services and process chain Enable companies to digitally onboard new clients and manage existing clients 100% paperless. There are no limits to the areas of application. At the same time, any form of paper-based processes are suitable for digitalizing your workflows - from new applications & long complex contracts with......

relevant regions
Auckland, New Zealand

Digital Onboarding Solution

A comprehensive digital onboarding solution that improves accessibility and enhances the customer experience during that important first interaction. Our solution is designed to cater to multiple account types, and can be customised to your brand. From quick and simple individual account opening and electronic AML, through to complex, multi-level ownership......

relevant regions
Sydney, NSW, Australia

Digital Platform

Better architecture for your uniqueness An open-architecture solution, so you can use investment platforms or portfolio accounting systems of your choice. Better client mandate definition A fully personalised portfolio mandate for each investor, strengthening your investment proposition. Better client-specific portfolio monitoring Superior monitoring of all client portfolios, per their unique mandate, in one place. Better “one-click”......

relevant regions
Bryn Mawr, PA, United States

Digital Solution Development

Who we help Broker-dealer home offices At the home office you want an integrated system that is flexible and efficient to meet the needs of your diverse advisor base. Your goal is to reduce complexity while maximizing productivity. AI Labs does just that. We help you leverage your existing sunk costs in......

relevant regions
Norwalk, CT, United States

Digital Solutions

For wealth managers, success means differentiating yourself from competitors by delivering insightful advice to your valued clients as you manage and grow their assets, not only in conversation but online through custom portals. FactSet's market-leading digital solutions deliver your value around-the-clock by combining client information with market data and analytics......

relevant regions
London, United Kingdom

Digital Solutions

Up-to-date fund information on your website Our digital tools for advisers allow your clients to view current fund information (including your own model portfolios) and access a wide range of original documents from your own website. Customised to your business Our digital tools for advisers can be customised to match your brand, fund......

relevant regions
Bath, United Kingdom

Digital Tax Wrappers

Wrapper selection Access a range of investment products and wrappers. Our paper-free investment products and wrappers are behind the next generation of affordable, efficient and fully digital adviser platforms. Our growing range includes GIA, ISA, JISA and our market-leading SIPP....

relevant regions
Cairo, Egypt

Digital Trading OmniChannel Solution

Safe, Secure, Fast and Simple, Digital Trading Solution is an OmniChannel brokerage system wrapped in a beautifully designed web and or mobile UX that allows for everything your customers need to successfully manage their trading and investment requirements. eBSEG understands that trading and protecting your investment portfolio is serious business, where......

relevant regions
West Hollywood, CA, United States

Digital Wealth

Daily Log Ins - 491,000 Daily API Calls - 1.8 million Advisors Using Financial Planning - 140,000 Industry-Leading Clients - 550+ Global Advisor Experience Client Experience Client-led Planning Prospect Experience Goals-based Investing North America Advisor-led Planning Onboarding Client Trading EMEA and APAC Client Experience Advisor Experience Onboarding Client Lifecycle Management Portfolio Manager Digital Content Digital Proposal Automated KYC PaaS ...

relevant regions
Munich, Germany

Digital Wealth Management

We offer a highly modular platform that we successfully use for our own direct-to-consumer business and that we can tailor to the needs of B2B partners. Elements that can be adjusted according to a partner's needs: Branding (our brand, white-label solution) Regulatory permissions Front-end build & operation Wealth management platform Asset allocation Investment products Custody & trading We already......

Singapore, Singapore

Digital Wealth Platform Suite

The Digital Wealth Platform employs Artificial Intelligence (AI) and data analytics to enable the identification of more relevant investment opportunities, and leverages RegTech to address compliance in 15 market jurisdictions, removing barriers to investment and ensuring suitability and appropriateness across complex cross border settings. The Digital Wealth Platform has 3 modules; 1.......

relevant regions
London, United Kingdom

Digital Wealth Solutions

Differentiate your business by delivering personalized, high-touch client experiences. Our digital wealth solutions empower your advisors and clients through flexible technology, unparalleled data, and enhanced digital-first capabilities. ...

relevant regions
Leeds, United Kingdom

Digital Wealth Solutions Platform

The DWS Digital Front Office We provide each advice firm with a digital front office - a dedicated, customisable, interactive website that is used to support client interactions. Some of the primary features are listed below.  Landing pages Each advice firm website is a new means for clients to seek advice and to......

relevant regions
Chennai, India

Digital Wealth Solution (Wealth Qube)

Wealth being a high touch business, Intellect Wealth Qube realises that relationship managers are the key drivers of the business and need to be adequately equipped to deliver on their set goals. With that as the underlying principle, Wealth Qube’s vision is to empower RMs and has taken the RM-first......

relevant regions
Seattle, WA, United States

Direct Data

Data feed: Integrate private market insights that count Pre-define which datasets you want in your system and automatically update them. Select from a broad, deep à la carte menu of available universes including companies, deals, investors, funds, people and limited partners. API: Flexibly call down data on demand Programatically call down the exact......

relevant regions
London, United Kingdom

Direct Investing Module

Self-Directed, Self-Managed, Do-It-Yourself (DIY) or Non-advised Investing models have been around for many years now. In these models, the customer makes his own product choices and executes the transactions entirely online. What has changed over the years is that forward-looking businesses have evolved from offering individual investments on an execution......

Portland, OR, United States

Discovery

Simplify your e-discovery process Identify and preserve relevant content, initiate granular legal holds, conduct first pass review, and export all your electronic communications data on-demand with a discovery solution purpose-built for regulated and litigious organizations. Capture all relevant communications with context Identify, preserve, review, and export all your electronic communications data from 80+......

relevant regions
Berlin, Germany

Distribution Bank Model

Explore open banking Offer attractive deposit products to your customers choosing from Raisin´s partners, 100% protected by deposit guarantee schemes. Tailor your customer offer choosing from the widest deposit offering in the EU. Easily integrate the products into your system and be in control of the customer experience. Gain a powerful and innovative tool......

relevant regions
Piscataway, NJ, United States

Doc2API

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

relevant regions
London, United Kingdom

docStribute

Just one click. It’s that simple. Combining next-generation distributed ledger technology and deep expertise in regulatory compliance, we lead the way in secure, sustainable, seamless communication that’s customer focussed and cost-effective. How it works Using distributed ledger technology, docStribute allows you to deliver confidential and regulated documents to your customers digitally, via immutable......

relevant regions
Culver City, CA, United States

Docupace Platform

The pace of change for financial services industry has accelerated with transformational technologies, increasing levels of competition, privacy issues, document protection, and government regulations. Broker-dealers, RIAs, and financial advisors are developing new business models and engaging with Docupace to increase their operational efficiency, productivity, and profit, while also sustaining audit-risk......

relevant regions
Sydney, NSW, Australia

DocuSign

Client signatures at your fingertips Send documents to clients and have them reviewed, signed and returned in just a few clicks. Streamline document approvals, reduce document production costs and enjoy effortless workflow integration as you provide clients with a fast, easy and convenient approval solution that's more secure than paper. Why You......

relevant regions
San Francisco, CA, United States

DocuSign for Wealth Management

Why financial institutions choose DocuSign. DocuSign makes it easy for banks, credit unions and wealth management companies to quickly and securely capture electronic signatures and important customer data for account openings, consumer loans, internal approvals and more. Used by many of the world’s largest financial service institutions, DocuSign is the global......

New York, NY, United States

Dow Jones NewsPlus

Access the premium content you need (and none of the noise) with Dow Jones NewsPlus, a news-streaming dashboard designed for easy navigation and quick updates. Customizable modules allow you to isolate content specific to asset class, region, corporate news, market-driving events and other filters including saveable search. Enjoy digital subscription......

New York, NY, United States

Dow Jones RiskFeeds

RiskFeeds delivers Dow Jones’ Risk and Compliance-enriched third-party risk data through a multitude of software platforms, giving you the flexibility to receive data in your preferred interface or format. A dedicated team is available to ensure seamless integration and advise on the transition when switching data providers....

Toronto, ON, Canada

DOX

Save time and money with DOX. Upload your inventory of marketing documents, letters and advisor kits to DOX to efficiently manage the customization, kit building, and multi-channel fulfillment process online. Make an impact with personalization Lower costs by 30-40% Works everywhere, customize anything Real-time reporting and online tracking ...

relevant regions
Burlington, MA, United States

Dragon Anywhere Group

Improve mobile productivity: incorporate powerful professional-grade dictation into your mobile strategy The challenge For organisations whose employees spend their time in the field or travelling but are still tasked with documentation demands, paperwork backlogs are a unique challenge. Completing detailed and accurate reports can be time-consuming; often resulting in employees taking incomplete......

relevant regions
London, United Kingdom

DXM

Why digital experience manager? Realize real growth, lower costs and mitigate business risk by automating key marketing, sales and customer service functions.  Grow revenue On average, Kurtosys customers deliver marketing and sales initiatives in a third of the time of traditional solutions, resulting in more leads and more time spent selling.  Lower costs The five-year cost of Kurtosys DXM is typically one......

Vienna, Austria

E-Banking Suite

Web / mobiles / tablet  MiFID II compliant Interfaces to back office systems ...

Toronto, ON, Canada

eDelivery

Clients expect to be able to do business with their advisors without having to meet face-to-face. Through secure eDelivery on WebCONNECT, advisors and dealers can share documents and collaborate with investors. CRM 2 requires dealers to distribute client name statements on a quarterly basis as of 2012. This change was costly......

Brooklyn, NY, United States

EdgeworthBox

From the Industrial Revolution, businesses have used the reverse auction to buy goods and services. Requests for Proposal (RFPs) and Requests for Quote (RFQs) were a way to get suppliers to compete on price. For a long time, this worked well. As long as companies were buying simple things, it was......

relevant regions
Pembroke Pines, FL, United States

eDocGen

Document generation software for business users Create business documents from enterprise apps, databases, and JSON-XML-XLSX data Save time and money. Improve customer communications Document generation from thousands of apps Zapier - API - Excel, XML, and JSON data Merge - Webform Exisiting templates Use your existing document templates. No separate template development On-demand generation Integrate with CRM, ERP,......

Mountain View, CA, United States

Egnyte Platform

Content services without compromise Data has never been more valuable, but it has also never carried more risk. In today’s environment, your content architecture needs to maximize both security and productivity at the same time. You can’t trade-off one at the expense of the other. Powered by the industry’s most advanced content......

relevant regions
South Jordan, UT, United States

Elements

How does it work? Let's start with our Scoredcard. It is one picture that tells your prospect's entire financial story in 11 simple metrics.  Sexy. Modern. Exciting. Beautiful design and intuitive usability are core values at Elements. Your clients and prospects will feel the difference. Business Growth Tools The Elements Scorecard, Easy-Invites, 8-Minute Prospect Onboarding, and communication tools......

relevant regions
Seattle, WA, United States

Embedded Analytics

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

relevant regions
London, United Kingdom

Embedded Banking

Boost your proposition with ClearBank Offer your customers Financial Services Compensation Scheme (FSCS) protected accounts by leveraging our banking licence. Your customers’ eligible deposits are protected up to a total of £85,000 by FSCS, the UK’s deposit guarantee scheme.* *Any deposits your customers hold above the limit are unlikely to be covered. Let's......

relevant regions
Zurich, Switzerland

Embedded Wealth Solutions

additiv’s DFS® platform allows brands to easily embed wealth management into their offering. Services can be tightly integrated into an existing journey, or offered standalone. The platform connects brands with additiv’s regulated and fintech ecosystem partners to deliver the end-to-end customer journey and fulfilment. Benefits of Embedded Wealth Embed wealth management into......

London, United Kingdom

E-money Accounts

Greengage has built an extensive network and market presence in the crypto-asset sector, bringing an open mind to both traditional and digital finance. Now providing accounts to SMEs, digital asset firms, and high net worth individuals across the UK and Europe, currently available in GBP and Euro. We provide visa debit cards......

relevant regions
Mobile, AL, United States

Employee Fiduciary for Advisors

At Employee Fiduciary, we welcome the opportunity to partner with investment advisors. Our services, fees, and transparency are complementary to the practice of fee-based 401(k) advisors who can leverage our strengths to help attract and retain clients. Our strict focus on product services and standards allows advisors the flexibility to......

Vancouver, BC, Canada

Enable

Vastly Improve Productivity with Automated Worfklows Leverage comprehensive data to increase advisor situational awareness and prioritize higher-value client actions. Supercharge productivity and connect your preferred advice tools. All the Features You Need Correct and complete CRM details automatically Digital Onboarding Portfolio Management CRM KYC Custodians Security ...

relevant regions
London, United Kingdom

End To End WealthObjects Platform

WealthObjects provides a single, unified platform to ensure consistency at every stage of the journey and across back, middle and front offices, for clients, advisors, portfolio managers and internal firm users. The fully flexible and customizable platform can be broadly divided into the following elements: Client onboarding Financial planning Automated investing Digital engagement Order management Portfolio management ...

Palo Alto, CA, United States

EnrichVideo

What We Do Going digital is no longer a choice for banks and wealth management firms. All banks and wealth management firms take pride in the ‘personal touch’ that they offer to their HNI clients. With the pandemic, client meetings are history. Going digital with standard methods like client portal, mobile......

Chattanooga, TN, United States

EnterpriseDoX™

EnterpriseDoX offers all of the benefits of MyDoX along with a rich set of additional features for large companies looking for a powerful integrated digital signature product....

Toronto, ON, Canada

Enterprise Information Governance

Significantly improve corporate governance with a more secure, compliant, and efficient way to manage corporate records and information by easily organizing all front, middle, and back-office documents in one central location....

Acton, MA, United States

Enterprise Number Archiver

Capture and archive Mobile SMS/MMS/calls App on iOS or Android phone associated with a local enterprise number allocated to employee (and App) Easy to use App similar to consumer messaging/calling apps Archive only work-related SMS/MMS/Calls and not personal ones ...

relevant regions
Bozeman, MT, United States

Enterprise Platform

This all-encompassing solution extends to every facet of fee-for-service financial planning, including billing, compliance, oversight, agreements, and beyond. Enterprise features: Home office portal Options for invoice approvals Customizable advisor permissions Oversight of plan deliverables Sort advisors into offices with their own admin and branding Custom processes and workflows API and webhooks Dedicated enterprise relationship manager Due diligence ...

relevant regions
Chicago, IL, United States

Enterprise Portal

Our enterprise portal allows "home offices" to customize their platform with the tools that serve the needs of their advisors and leverage technology that institutes specific guardrails to monitor their business and aid with fiduciary standards....

relevant regions
Ontario, CA, United States

Enterprise Power

Laser App Enterprise is an installed solution that provides advisors with the ability to process electronic forms easily. Laser App enterprise provides simple ways to find and select the right forms out of our massive library of forms. Whether completing hundreds of forms during the transition process or in your......

relevant regions
Portland, OR, United States

Entreda Unify

Automate and analyze cybersecurity Address your organization’s cybersecurity risk posture and easily monitor the security and compliance of devices, networks, users and vendors with a single-pane-of-glass solution. Designed to address the National Institute of Standards and Technology (NIST) Cybersecurity Framework, Entreda Unify has the compliance and reporting features organizations need to......

relevant regions
Doncaster, United Kingdom

enVisual AIR web portal

Now it is possible for you to share enVisual data with your customers selectively, securely and efficiently via the AIR web portal tool. AIR empowers your customers by allowing them to view selected data on demand, share documents and files as well as to communicate with you securely. Customers can also track the status......

George Town, Cayman Islands

Eosio

Fast and efficient The EOSIO platform provides industry-leading transactions speeds and are a sub-second block time latency rate, providing the ability to support mission-critical applications. Perform transactions at a lower cost through efficient resource management to yield greater benefits from digital intergration. Highly configurable EOSIO is designed to allow for a higher degree of......

Geneva, Switzerland

e-Reg

EasyReg has developed our own application called e-Reg which enables users to: Reduce the costs required to implement new regulations Facilitate compliance with applicable regulations Increase regulatory knowledge in the relevant departments Reduce the time spent by employees to maintain regulatory frameworks Simplify collaboration on regulatory topics Mitigate regulatory risks and consequences ...

relevant regions
Paris, France

ESG marketplace

One platform. Myriad ESG solutions Built in right into the Manaos platform, our Open ESG marketplace empowers investors and asset managers to sift through, test and subscribe to suitable ESG datasets and services. Empower your portfolio at the touch of a button. As simple as plug & test & play Upload the portfolios you wish to......

relevant regions
Hamilton, Bermuda

ESG Portal

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

Hong Kong, China

ESG Screener

Popular Themes Create preset screeners based on popular themes that ESG investors are interested in. One click to get the top scoring stocks for a theme. ESG Leaderboard See the top countries, sectors and companies by each ESG pillar scores. Drill down to filter by country or sector. Advanced ESG Screening Combine ESG pillar scores......

relevant regions
London, United Kingdom

ESG & SFDR Reporting

Our service helps you reduce the administrative burden on in house teams, from data validation, to design and delivery of ESG Reports in flexible formats. Comply with new ESG disclosure rules of the SFDR Our ESG Reporting service helps you satisfy transparency obligations and reporting requirements at product level. The solution allows......

relevant regions
Luxembourg, Luxembourg

Estating for Financial Advisors

The financial advisor proposes properties to the Investor. The investor chooses his preferred property and invest into the certificate directly linked to this property. Estating buys the property and “stores it safely”. Investors get the financial benefits of the property. New offer for you clients Chance to connect with old clients and......

relevant regions
New York, NY, United States

e-SubDocs

Any fund type Our platform supports all fund structures, from Reg D to registered offerings - private equity to NTRs. Any document type Our platform supports every investment-related document that is required for submission. Any investor type Our platform supports the simplest to the most complex type of investment entities....

relevant regions
Zug, Switzerland

Etops for Banks

Etops for banks Private banking Etops delivers tailor-made reporting and data warehouse solutions, interactive dashboards for management and client information, mobile apps, and much more … contact us for more information. EAM desk Etops helps to tackle the ever-increasing demands raised by the external asset managers by establishing multi-banking interfaces and appropriate back-office services together......

relevant regions
Stockholm, Sweden

European ESG Template (EET)

Speed up the process of creating the EET of your products Save Time - Limit the work of creating an EET to no longer than one hour per product Visualize - In a step-by-step questionnaire, visualize the progress of creating the EET files Share - Easily export your standardized EET file ready to share with stakeholders Grow......

relevant regions
Newbury, United Kingdom

EVDirect

Help support your customers with solutions that... Focus on educational content. Inform with “what-if” scenarios. Deliver consistent customer journeys. Seamlessly integrate data. Reassures with proven modelling. Inform decisions around investments, retirement and pensions.. ...

relevant regions
Hong Kong, China

Events Calendar

Filter by country, select which events you want to see or hide. Event types include Economic Indicators, IPO, Earnings Release, Corporate Actions and more. Day, Week or Month View Choose to see only one day, week or by month. Mouse over each event to see details....

relevant regions
Zurich, Switzerland

Everon for Partners

Our offer Digital solution Digital platform to manage your clients, review their documentation and monitor their portfolios. Awarded portfolio management Access to our awarded portfolio management strategies across multiple services: Wealth Management, Pillar 3a, Vested Benefits and Private Markets. Dedicated Relationship Manager One of Everon relationship managers will support you and your clients whenever you need. Everon......

relevant regions
Zurich, Switzerland

Evooq IAM Portal

Assetmax and Evooq partnered to build a new integrated platform for IAM based on assetmax and evooq technologies. This platform is cost efficient, cloud only, preconfigured and includes a multi issuers technology....

relevant regions
Costa Mesa, CA, United States

Experian Document Verification

The rise of identity theft and fraud continues to challenge businesses as they grow and take on more customers. How do you tell the good customers from the bad, without inconveniencing the good ones? Experian Document Verification helps to lessen the risks and provide a positive experience for your legitimate customers. Experian’s......

Baltimore, MD, United States

Facet Wealth for Advisors

Facet is a strategic partner to help advisors: Increase your firm capacity After a period of growth, firms need to either hire more advisors or shoulder the extra work themselves, which means working nights and weekends. Neither choice is practical. Facet works with such firms to segment their practice and purchase all clients......

relevant regions
London, United Kingdom

Factsheet Production

Designed around you Investors rely on fund fact sheets to provide key fund information in a succinct and easy to understand format. Our configuration tool enables quick development and design of your documents, true to your brand guidelines. Your marketing documents can be produced in multiple languages to comply with local......

relevant regions
Springfield, MA, United States

FA Match

We help you plan for your own future. Career options start with relationships  Set your target Find firms based on location, characteristics and what they offer advisors. Compare firms View full details on each firm and evaluate your interest level. Make connections Request a connection with a firm you may be interested in. Build relationships Schedule a call with......

relevant regions
New York, NY, United States

Family Office CRM

Maximize deal flow Better focus your time, and review more deals, by tracking and managing all pipeline and investment activity from one single, easy to use dashboard. Simplify portfolio monitoring Optimize your allocations by breaking down co-investments, private equity, hedge funds, VC and more. Drill into each asset class to view performance and......

relevant regions
Great Falls, VA, United States

Family Offices

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

relevant regions
London, United Kingdom

Family Offices and UHNWIs

Simple and reliable deal matching for your business Vetting process All members are screened by financial institutions, all deals reviewed before going live. Confidentiality Access business deals and explore opportunities anonymously. Direct connection When you are ready, speak with the principal decision maker behind every business deal. Growth solutions for family offices and UHNWIs Source unique investment and......

relevant regions
Grand Rapids, MI, United States

Family Strategic Planning System

We designed the Family Strategic Planning System® to help our clients simplify their financial life, give them clarity and confidence in their financial decisions, and empower them to focus on what really matters most. Family strategy Values, vision, family investment philosophy, family financial independence Financial management & reporting Personal financial statements, cash flow reports,......

relevant regions
New York, NY, United States

Farther for Advisors

Run and grow your business the way you want to We’re here to help established advisors scale, not treat you like a salesperson. We provide everything you need to succeed, and then step out of the way. More time planning futures, less time filing papers Our dynamic platform takes care of busywork, so......

relevant regions
London, United Kingdom

FE Analytics

Improve your advice outcomes FE Analytics enables you to have a holistic view of your entire investment proposition, ensuring investment suitability and increased efficiency, so you can demonstrate the value of your investment propositions to your clients. With over 300,000 portfolios and instruments to browse and compare, including UT & OEICS, ITs,......

relevant regions
London, United Kingdom

Fee Computation and Billing Software

This solution supports flat and tiered fees on assets and amount-based fees, transaction fees, taxes and levies. It is fully configurable across different time periods, frequencies (e.g. one-off versus ongoing), hierarchies and schedules....

relevant regions
Pittsburg, PA, United States

FeeOnlyNetwork.com

At FeeOnlyNetwork.com, we embrace this lofty ideal: The only financial advisor who can truly provide unbiased and objective financial advice, financial planning and investment management is an independent financial advisor (Registered Investment Advisor) operating under a strict fee-only compensation model, as defined by the National Association of Personal Financial Advisors (NAPFA)....

London, United Kingdom

FE Onboard

Our secure Portal enables both you and your clients to securely communicate and share information with each other remotely. This means tasks can be completed ahead of an initial meeting, saving you time and allowing you both to focus on what really matters most when you are together. How much could you......

relevant regions
Tadworth, United Kingdom

Fidelity Conquest Planning

Financial planning software working for you and your clients Conquest planning provides powerful software to help you build accurate, intelligent financial plans. Conquest Planning not only enables you to quickly build accurate financial plans in collaboration with your clients, it’s designed to intelligently work with you to find the optimal path for......

relevant regions
Capelle aan den IJssel, Netherlands

Figlo Insights

Monitor your customer's situation Alerts alert your advisors when your client may need attention or advice. Alerts are issued on the basis of monitors: preconditions that are monitored for you by Figlo Insights. In addition to the basic set of 20 standard monitors, you can define additional monitors yourself. Using external information......

relevant regions
Capelle aan den IJssel, Netherlands

Figlo Planning

One file, various advice Figlo Planning is the latest addition to the Figlo application family. Figlo Planning replaces Figlo Advisor's financial planning capabilities. Figlo Planning uses the same robust, holistic calculation engine and database as Figlo Advisor. However, Figlo Planning can be used in any browser. Figlo Planning is designed for......

relevant regions
Waterlooville, United Kingdom

Filehaven

It doesn't matter how you spin it. Email isn't secure. But truth-be-told, email is really easy to use and that's exactly why businesses still use it today with clients despite constant headlines about email accounts being hacked and phishing attempts. We designed Filehaven to be as simple as email, but with government......

relevant regions
Poole, United Kingdom

Finage Market Data Platform

We provide any type of product you need Just choose the ones you want and start to work with them Stock data - US and global market data Cryptocurrencies - 1,700+ cryptocurrency symbols ETF - Global exchange traded fund and mutual fund data Widgets - Tickers, converters, charts and more Forex - Large Forex data coverage Indices - Global index......

relevant regions
Pyrmont, NSW, Australia

Financial Adviser Application

Our application helps you guide clients through the fact finding, risk profiling, asset allocation and portfolio tailoring process. It seamlessly integrates with the Model Portfolio Management application, to ensure investors can view the latest analysis. It also positions you at the centre of the advice process by providing a unified......

Vienna, Austria

Financial Data Services

Securities factsheets  In depth fund database  Fast and secure API delivery ...

Zürich, Switzerland

Financial Institutions

As with any other asset class, art requires highly-skilled and dynamic stewardship – and demand from high profile collectors for both guidance and innovation from their wealth managers is growing. Today's family offices, private banks and other financial institutions are expected to know how best to manage a portfolio, maximise......

relevant regions
Omaha, NE, United States

Financial Planning

Put your plans into action Support any number of financial goals No matter your clients’ goals, our powerful software gathers the necessary data to perform goal-based or cash-flow planning—and run robust simulations to illustrate the probability of success.  Deliver financial plans faster Quickly capture information related to your clients’ unique goals through flexible, modular......

relevant regions
London, United Kingdom

Financial Planning Solutions

Addressing the advice gap There is a well-documented gap between number of financial advisors vs end-investor needs. Technology must help the industry scale, yet most financial planning systems remain unintegrated, preventing advisors from serving more end-investors efficiently. End-investor expectations are also increasing, resulting in higher demand for more personalization. We integrate systems with......

relevant regions
San Francisco, CA, United States

Financial Services Cloud

Connect and automate front, middle, and back-office processes around your customer Bring your entire financial service organisation into a single, secure platform designed to grow with you and your customers. With Salesforce, you can create world-class onboarding experiences, bring teams together with real-time collaboration, and deliver world-class customer experiences that change......

relevant regions
Indore, India

Financial Tickers

The biggest challenge for a financial website owner is to keep visitors engage, reduce bounce rate and give a strong reason to visit your website again. Financial Tickers are soul of any financial website, these tickers keep your client engage and provide useful utilities to visit website again and share......

Redwood City, CA, United States

Financial Wellness

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

relevant regions
Colchester, United Kingdom

FinCalc Suite

Cashflow modeller Our comprehensive approach to cashflow modelling allows you to illustrate your client's financial future concisely and accurately.  Leave no stone unturned and effectively present multiple 'scenarios' that can take into account even the most complex of situations.   Transvas More than just a TVC report generator, our Transvas module is a......

relevant regions
Singapore, Singapore

FinChat

Compliance for WhatsApp, WeChat, Line chat, Telegram, Viber & more instant messengers Pioneers in enabling compliance monitoring, chat archival & chatbots for popular messaging apps in regulated enterprises legally. FinChat solutions are based on official APIs of instant messengers & use legal means for compliance & analytics. Employees can now engage clients......

relevant regions
Frankfurt, Germany

Fincite.CIOS

CIOS combines a unique experience to the advisor and customers with a composable platform. CIOS allows you to create your own investment process and focus on what’s important: Your customer. ​ Dynamic reporting with comprehensive insights on performance, risk, allocation, ESG, etc. ​ Customer onboarding and management of customer profiles​ Customer UX including customizable customer-facing......

Zurich, Switzerland

FinfoxAdvice

FinfoxAdvice is the digital channel for customers and their self-advice. Accessible whenever and wherever, on all devices. Customers can research, advise themselves and access suitable investment solutions in a completely digital and independent way. A flexible status and notification system enables the adviser to keep track in any scenario. FinfoxAdvice can......

relevant regions
Zurich, Switzerland

FinfoxPro

FinfoxPro is the adviser’s individually configurable digital workplace. Centrally manage all your customer relationships and monitor related portfolios. All information is available at all times via the dashboard, with drill-down functions enabling access to specific customer and portfolio data. From here, you can also centrally manage preparation and follow-up of......

relevant regions
Zurich, Switzerland

FinfoxPublicAPI

FinfoxPublicAPI is standardised and platform-independent. To achieve the goal of open banking, it can be incorporated with any existing or future system. As such, Finfox technology can be tailored precisely to your IT architecture. Your apps, front ends, widgets and back-end services can access data from Finfox via the API......

relevant regions
Zurich, Switzerland

FinfoxTouch

FinfoxTouch is an intuitive tablet-based advisory tool that transforms customer meetings into dynamic and engaging consultations. It enables the adviser to clearly explain investment strategies and proposals with the help of interactive graphics and directly respond to customer requests. Flexibly structure your consultations in line with specific customer needs, with......

relevant regions
Singapore, Singapore

FinIQ API Services

From order management to execution management, portfolio holdings and asset information, FinIQ's APIs are integrated with the current solutions and user interfaces a company is using.   APIs are used to feed and fetch data from multiple environments such as mobile, e-commerce platforms or other incumbent systems. ...

relevant regions
Singapore, Singapore

FinIQ Wealth and Treasury

FinIQ Wealth & Treasury addresses trading and FinTech needs of its clients for FX, equities, bonds, IR derivatives, FX derivatives, EQ derivatives, mutual funds, structured deposits and structured notes. It is a truly multi asset front-to-back solution designed for buy-side financial institutions, primarily wealth management outfits....

relevant regions
London, United Kingdom

Finley AI

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

relevant regions
Santa Clara, CA, United States

FinMate AI

How it works - FinMate in Three Easy Steps Run meetings - run your client meetings as usual, with FinMate. FinMate takes notes - FinMate will get you important client details. Save to CRM/Planner - save to your existing CRM or Planning tool ...

relevant regions
Lenzburg, Switzerland

Finnova Channel Suite

The Finnova Channel Suite is being expanded on an ongoing basis. We take into account the continuously increasing demands of end clients in mobile banking and e-banking, and support innovations in the area of ATMs. In the areas of corporate business and external asset management, and in the repositioning of......

Lenzburg, Switzerland

Finnova Front Suite

With the role-based and process-controlled Advisor Workbench, advisors maintain an overview of their portfolio and all information about their clients, can initiate advisory processes and perform these efficiently while being supported by the system. The Finnova Front Suite can be extended as both the starting point and the focus of all......

Berlin, Germany

Finoa

Multi-asset productivity We enable the full range of financial services for Digital Assets: custody, staking and trading, all-in-one platform to maximize your returns anytime from anywhere. Custody Warm storage We keep your Digital Assets accessible while cryptographically secured through our unique “Warm-Storage” technology – withdrawals are a matter of seconds (not hours!) Gold standard We shield......

relevant regions
Lehi, UT, United States
Athens, Greece

Finuevo Digital

Finuevo Digital is the mobile-first, Cloud-native digital banking platform that helps banks and financial institutions of any size to achieve digital resilience, by offering rich functionality and automated client onboarding. It is a pioneering digital banking platform that offers a modern banking experience to end-users across channels....

relevant regions
St. Louis, MI, United States

First Clearing

First Clearing is a premier clearing and custody services business, serving broker-dealers and registered investment advisors nationwide. Driven by a strong and abiding commitment to the power of relationship, we help our client firms create and grow successful businesses. Through our affiliation with Wells Fargo & Company, we provide access to......

London, United Kingdom

FirstWealth Platform

Geolocation integration and market feeds for real-time updates on wealth. Drill down into particulars of assets and store all related information using an intuitive interface. Proprietary metrics to decompose concentration risk. All-in-one - secure and safe Single birds-eye view on all assets and their values with advanced drilldown capabilities on SPVs and......

relevant regions
Freiburg, Germany

Fixhub.net

FIXhub.net (www.fixhub.net) operates a fully managed neutral electronic network connecting buy and sell side institutions for the exchange of messages based on FIX protocol or analogue messaging standards. FIXhub customers include investment managers, banks, custodians, execution and clearing brokers. FIXhub supports bi-directional message flow across asset classes: FX, money market, FI, equities, commodities,......

relevant regions
San Francisco, CA, United States

Fixit

Fixit helps teams manage repairs and projects. By utilizing mobile cameras to track day-to-day problems, the app visualizes the reporting, assigning, and verifying of maintenance issues. With Fixit, team members can carry out necessary procedures and communicate their progress to others, all while maintaining the high standards their properties demand.  Schedule......

Catalonia, Spain

Flanks for Advisors

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

Chicago, IL, United States

FlightDeck

Bring your ‘A’ game to every single sales conversation When your sales team is first-to-market with polished, personalized, and compliant pitchbooks, your firm is positioned to win. But if your marketing process is bottlenecked by data issues, compliance review, or disorganized content…your sales team risks losing deals and experiencing outflows. So......

relevant regions
London, United Kingdom

FNZ Connect

Configure your platform with ease FNZ Connect provides customers the ability to quickly launch apps, automate workflows, and connect to APIs. This delivers differentiated growth by providing easy platform configuration. Configure user journeys - Use our no-code and low-code app development for faster configuration. Automate workflows - Access our dynamic, modular processes to build......

relevant regions
Leamington Spa, United Kingdom

focus:client

focus:client lets you make lasting digital connections with consumers. Supporting direct to consumer (D2C) journeys, as well as the delivery of fully-automated simplified advice and robo-advice, this client engagement framework helps you get your proposition to market. Whether you drive business through digital channels only, or use them to support telephony, face-to-face......

relevant regions
Leamington Spa, United Kingdom

focus:digital

Running stand-alone, or embedded in an adviser’s website, focus:digital includes a financial health check that enables consumers to model various scenarios to get a clear picture of their financial future. Suitable for firms with 10 users or more. Saves you valuable time and increase efficiency. Ideal for modern advisers looking to broaden their market......

relevant regions
Leamington Spa, United Kingdom

focus:wealth

Focus:wealth simplifies, streamlines and automates business processes to let wealth management teams, intermediaries and consumers focus on accomplishing their goals with the minimum of effort. It has been built with wealth managers in mind. Focusing on creating the highest standard in the client experience and supported by the most extensive end-to-end......

relevant regions
London, United Kingdom

for Advisers

Deeper and more meaningful relationships As a professional adviser, your client relationships are crucial. With Legado, you’re the first port of call for your clients. When you bring them onboard you’ll get a better understanding of their estate, deepen your relationship, and spark conversations that might not have happened otherwise.  You can track your clients’ progress and work with them to complete their......

relevant regions
Singapore, Singapore

For Banks & Wealth Managers

Curated Products 50,000+ products evaluated to offer best-in-class investments. Risk-aligned Portfolios Portfolios aligned to your clients' risk appetite and investment objectives. Seamless Execution Fully digital onboarding, investing, and monitoring experience. Partner with Kristal Global wealth management solutions for players across the wealth spectrum including banks, wealth managers, advisors, distributors, brokers, and FinTechs....

relevant regions
London, United Kingdom

for Enterprise

Gain insight Consolidate your customers' and employees’ assets and understand their financial habits. Increase revenue Both directly and indirectly create more opportunities to engage with your clients and employees on a deeper and more meaningful level. Build loyalty Give your clients and employees a tool that is genuinely valuable and drive true brand loyalty to......

relevant regions
New York, NY, United States

ForeSCITE

Your money, your way Keep your money where it is. Unlike others, we value your freedom to manage your assets. We simply offer you the most powerful risk analysis AI tool on the market with the technology to manage your money more accurately than a financial advisor. ForeSCITE is not a......

Ontario, CA, United States

Forms Efficiency

Companies that have forms on Laser App have reduced errors by as much as 80%, lowering their cost and time processing paperwork. Laser App can help your company the same way by doing two things: Laser App instantly pre-fills your forms, leveraging client information from just about any source. All Laser......

relevant regions
Fishers, IN, United States

FormStack

Building custom online forms shouldn't be difficult Why waste hours waiting for your developer to code your online form for you when you can just build it yourself in minutes? Formstack makes this possible with our easy-to-use form builder and advanced features. Collect payments, gather customer data, and automate your day-to-day tasks in just......

London, United Kingdom

Fortu For Business

Moving private banks from paper-based forms to Web3 Apps Enable frictionless digitalisation whilst deepening client insights, Fortu empowers asset managers and private banks via a no-code solution that increases engagement resulting in higher client AUM, enabling wallet share growth and further activation of your existing client base by offering enhanced features......

relevant regions
Sydney, NSW, Australia

Forum360

Forum 360 is a new world integrated research, sales and distribution platform for products and services distributed wholesale. Companies who use Forum 360 are making a step change for the better in customer experience direct, in collaboration with their distribution partners and with our network of distributors. Using Forum 360’s......

Freiburg, Germany

Frontfix

PATRONAS FrontFIX is a powerful solution that allows you to communicate in standard FIX or alternative protocols (SWIFT, XML, etc.) with any counterparty or partners such as investment companies, brokers, banks, exchanges and custodians. PATRONAS FrontFIX deals with several thousands of messages per second – it provides you with a configurable......

relevant regions
Winnersh, United Kingdom

FullCircl API

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

relevant regions
Copenhagen, Denmark

Fullview Cobrowsing

Cobrowsing is an innovative technology that allows two or more individuals to simultaneously view and interact with the same web content during a video call or online session, making it possible for credit unions, banks, and pension funds to increase CSAT, user engagement, and agent productivity....

relevant regions
Singapore, Singapore

Fund Administration

Intuitive and Easy - Give your Venture Capital or Private Equity fund the tools to account, administer and report to your investors. Organize - Access your data from a single source and take control of the data that is otherwise stored in excel sheets across user machines Allocate - Improve your efficiency by automating even......

relevant regions
Hong Kong, China

Fundamentals & Estimates

Financial statements and business summaries are available for your customers to analyze the health of a company. Get the Professional View Consensus estimates of stock earnings and target price give insights on how the professionals are viewing a stock. Data Visualization View visually as charts and graphs for when you want to just scan......

relevant regions
Auckland, New Zealand

Fund & Asset Manager Solution

An integrated online investment and customer management platform to improve customer engagement and support your business growth.  Delight and excite customers through mobile responsive digital engagement tools by giving them the flexibility and transparency they demand. Streamline customer management and investment processes through automation and intuitive self-service tools. Manage compliance requirements in a......

relevant regions
London, United Kingdom

FundBinder

FundBinder is the only platform that allows you to create a fully personalized dashboard for each individual by simply dragging and dropping autonomous components into place. Always be on point, and prepped to answer any question with mobile ready, investor and advisor views delivering up to date personalized calculations. Give client portal access......

London, United Kingdom

Fundi Compliance

100% data accuracy, 0% effort Automatically Reconcile - Automatically reconcile your data with any dissemination platform, including Morningstar, Bloomberg, and Refinitiv. Establish and maintain TPA SLAs - Set and forget rules to verify upstream data is sent on time within SLAs (e.g. checking to make sure a price file is generated by a......

relevant regions
Hong Kong, Hong Kong

FundKernel Digital Alternative Investment Platform

FundKernelDigital Alternative Investment Platform is a turnkey business solution for licensed wealth managers covering sourcing, research & due diligence, and order processing all in one single digital platform....

relevant regions
Paris, France

Fund look-through

As an investor, automate the collection of your fund inventories Upload the portfolios you wish to disclose holdings for in one click. Through our COLLECTION APP, request access from your asset managers for each inventory once and automate the process by setting up a frequency for your requests. Monitor your aggregation process in real-time and......

relevant regions
London, United Kingdom

Fundment

Discretionary fund management with a difference We don't just manage portfolios for your clients. We provide you with the best in class digital solution that enables you to run a consistent centralised investment proposition from one single platform that incorporate transactions, risk profiling, tax wrappers.  We eliminate the need, charges, administrative headache......

relevant regions
Munich, Germany

fundsaccess

Advisory Platform - deliver personal and digital advice Onboarding - convert prospects into clients Order management - handle transactions efficiently Client portals & reporting - ready for digital interaction Advisor applications - strengthen distribution networks Fund data and factsheets - provide the right information ​​​​​​​Secure data center operations - stability and data security guaranteed ...

relevant regions
Hong Kong, China

Fund Screener

Filters & Criteria Filter by Fund Type, Geographical Regions. Add from over 25 detailed criteria to find a fund that fits your investment profile. Predefined and Saved Strategies Clients can create and save predefined strategies (presets) making them available to all their users through the screener admin tool. Predefined strategies allow clients to......

relevant regions
London, United Kingdom

Fund Selection & ESG

Fund selection The data science that underpins the platform starts by finding consistently outperforming managers versus the best passive funds. That in of itself is unique. ESG FUNDSaiQ allows you to find and retain the best performing funds in each category, whilst identifying fund managers that also have a high ESG score or......

relevant regions
Woburn, MA, United States

FusionIQ

FusionIQ is an innovative fintech company that empowers you to attract and service investors through the web. The platform uses risk assessment questions to match investors with customized portfolios and asset allocation models. Digital investing platforms are the solution to compete in today’s technological world and attract “next gen” clients. Scale......

Hong Kong, China

FX Trading

FX Monitoring Our FX widgets allow users to monitor all the major currency pairs while watching economic video news and reviewing the upcoming economic indicators. FX Quote Analyze the price action of currency pairs using the interactive chart while simultaneously checking the related economic indicators. FX Trading Responsive FX Trading app supports not only Market......

relevant regions
San Francisco, CA, United States

Gainfully Empower

Client messaging Enabled your sales force to compliantly send emails, SMS, and other transactional messages and campaigns to 1, 5, or 5,000 clients and prospects. In-app messaging Messaging between financial professionals helps build stronger wholesaler and advisor relationships bringing value to the inbox. Social selling The simplest user experience for sharing timely, targeted content for......

relevant regions
San Francisco, CA, United States

Gainfully Message

Email marketing Deliver HTML email campaigns with embedded content and resources that get permanently saved to a personal library for every professional you support. Powerful segmentation Use the best, realtime data from regulators combined with proprietary data sets to precisely target your audience every time - all without the guesswork. Silent messages Deliver messages and......

relevant regions
San Francisco, CA, United States

Gainfully Publish

Content hosting and publishing Publish any type of content, including landing pages, videos, PDFs, graphics and more with no-code and a visual layout editor. Audience segmentation Define targeted audiences for every content item and page, ensuring the right users in the right firms see the right content. Compliance rules Limit distribution, attach FINRA clean letters,......

relevant regions
London, United Kingdom

Generic Indicies

Our indices include: i1 US 500 i1 US Tech 100 i1 US 3000 i1 FAANG i1 US Mega Cap i1 US Large Cap i1 US Mid Cap i1 US Small Cap i1 US Micro Cap i1 US REIT i1 US ESG and more... ...

relevant regions
New York, NY, United States

Genesis Custody

Secure Utilizes latest breakthroughs in secure cold and MPC hybrid technologies. Streamlined Streamline trade executions, transaction processing and same-day settlements. Scalable Scalable for digital wallets. Handles all KYC and AML screening requirements. Insured Comprehensive digital currency insurance from A-rated underwriters to protect against loss....

relevant regions
Zurich, Switzerland

Gentwo Digital

Zurich-based innovative securitization specialist GENTWO has created a new generation of financial products. The innovative financial solutions provider enables institutional clients to securitize not only bankable, but also non-bankable assets with a Swiss ISIN. 1. Make ICOs bankable and expand your reach with investors. GENTWO Digital offers the most flexible, inexpensive & simple......

relevant regions
Zurich, Switzerland

Globalance World

Globalance inspires, accompanies and enables investors to successfully invest in future-oriented companies and investments that solve global challenges and shape a positive future. Portfolio's impacts Explore the impact of your portfolio on the world. Study its climate warming potential, footprint, megatrend-exposure and returns. Create Create portfolios yourself. Save and compare them against benchmarks and......

relevant regions
Boston, MA, United States

Global Employment Platform

You should always hire the best person or team for the job. That often requires international talent. As an international PEO (professional employer organization), we can help you get those people—no matter where they are—on your team in hours....

relevant regions
Hong Kong, China

Global Indices Map

Users can select to see the current price of any stock index or turn on auto rotate and monitor markets throughout the day. Market Detail Select a stock index to see more details such as charts, sentiment indicators as well as the latest news for the market....

relevant regions
Vancouver, BC, Canada

Global Relay Archive

Global Relay Archive is a world-class compliance archiving and monitoring solution that seamlessly integrates with email and other electronic messaging systems — delivering superior message search, retrieval and review capabilities. This enterprise-class, cloud-based archiving solution addresses the demands of regulatory compliance, audits and eDiscovery while alleviating data management, storage, security,......

relevant regions
Larkspur, CA, United States

Goalkeeper

Innovative goals-based savings technology A simple, yet powerful technology that lets your customers save for anything and everything...no matter how small. Set as many goals as they want Pick a savings engine Savings happen automatically Free to your customer Deposits stay at your bank Be there at the beginning Every wealth account starts as a savings account. Goalkeeper......

relevant regions
San Francisco, CA, United States

Greenlight

Greenlight gives families and individuals control of their expenditures, investments, philanthropic goals and more. By consolidating communication, documentation, and due diligence Greenlight brings clarity and efficiency to the decision-making pipeline. Families and their teams can securely access critical information to make better decisions together. Highly customizable approval processes that adapt to......

relevant regions
Atlanta, GA, United States

Gridline Platform

Gridline allows you to build an institutional-grade portfolio of alternative investments Build your portfolio with top-tier diversified opportunities vetted, curated, and managed by our experts. Instant diversification for a targeted investment thesis Thematic Indexes allow investors to benefit from diversification across a mix of funds based on asset type, sector, stage, and geography. Gridline selects......

relevant regions
Dubai, United Arab Emirates

GTN INVEST

Leverage AI and robotic analytics power for maximal returns.  Access cash equities, ETFs, treasury bills, mutual funds, FX, and bonds in 87 markets.  Launch new features quickly with customisable and scalable front-end functionality. Introducing GTN - Architecting the future of investment Usability - Provide seamless user experience across mobile, web and desktop devices Automation - Set rebalancing......

relevant regions
Singapore, Singapore

Hatcher+ VAAST

H+ Research Our research is conducted using proprietary data, deal flow, and AI-based analytical models "Venture Data Analysis & Forecasting" by Hatcher+ Founding Partner, Dan Hoogterp, details the results of over two years of comprehensive, deep learning-based analysis of 600,000+ venture transactions spanning 20 years. VC 3.0 + Impact-Ready Support for impact scoring and......

relevant regions
San Francisco, CA, United States

Hearsay Compliance

Hearsay Cloud allows compliance and supervision teams to easily comply with complex regulatory requirements, adding channels and advisors without extra staff. In 2018, Hearsay customers experienced a 46% decrease in compliance alerts created at the same time as they increased automated content published by 52%. Capture, monitor and supervise across digital channels Hearsay......

relevant regions
San Francisco, CA, United States

Hearsay Mail

Launch a local email marketing program that delivers value Hearsay Mail makes it easy for advisors to capitalize on one of the most fundamental digital marketing channels. With open, click and response rates well above the industry average, your advisors increase client acquisition and retention — while saving countless hours on......

relevant regions
San Francisco, CA, United States

Hearsay Platform

Hearsay’s tools boost advisor productivity and generate the engagement data necessary for corporate teams (IT, distribution and marketing) to drive value from your CRM and other essential systems. Our team is an extension of yours, using agile development with each engagement to achieve rapid time to value – often within 90......

relevant regions
San Francisco, CA, United States

Hearsay Relate

Compliant client engagement for BYOD advisors & agents Texting, high-quality voice calls and automated workflows designed to scale client touchpoints and increase client loyalty. Increase client loyalty Respond immediately to client outreach with automatically generated smart text messages and high-quality voice calls, anytime, anywhere. Increase advisor productivity Delegate service and scheduling requests to team members.......

relevant regions
San Francisco, CA, United States

Hearsay Sites

Modern advisor website program that strengthens your brand and attracts clients at scale Increase corporate brand reach and control - Modern, on-brand websites that scale to your entire field team with conversion metrics back to corporate site traffic Drive discoverability, demand, and conversion rates - Proven ROI with local SEO optimization to......

relevant regions
San Francisco, CA, United States

Hearsay Social

Hearsay Social is the leading social selling tool for financial advisors. That’s why more than 170,000 advisors at the world’s most successful firms rely on it to attract prospects, retain clients, and grow their book of business.  How? Hearsay Social makes it easy to nurture clients and prospects with personalized content,......

relevant regions
College Station, TX, United States

Holistiplan

Making it simpler Holistiplan was created and designed by two CFP professionals. As firm owners, we were constantly looking for ways to efficiently and consistently provide our financial planning service to clients. As engaged volunteers for the National Association of Personal Financial Advisors (NAPFA), we heard similar concerns from other firm owners.......

relevant regions
Luxembourg, Luxembourg

Hosting solutions

We are highly experienced in database management, dedicated server hosting, and can provide fully-virtualised solutions. From initial contact through to implementation, our dedicated team works closely with you to ensure that we meet your requirements with the most cost-effective and technically-advanced solution. We offer a full suite of hosting solutions, including: Data......

relevant regions
New York, NY, United States

Hubly

We're on a mission to empower financial service professionals with better enablement technologies and tools that make it possible to scale their services and processes. Our team wakes up every day to make the lives of financial advisors easier and ensure that more families can access comprehensive financial planning and advice. We......

Sydney, NSW, Australia

HumanableCX

Our 'human-first' platform enables digital robo-advice, and wealthtech customers to experience frictionless sign-up, on-boarding and updates video concierges. Our full suite of analytics captures engagement and CTA metrics. The HumanableCX Customer Engagement SaaS Platform brings a real human touch to digital transactions, amplifying 360 interaction. Our platform automates online workflows and......

relevant regions
Princeton, NJ, United States

Hybrid Integration

OpenLegacy is in the Hybrid Integration Platform (HIP) product category which connects cloud-based and on-premise applications. HIP solutions leave the data and applications where they currently exist, both on-prem and in the cloud, and leverage the integration between them based on user scenarios. Openlegacy's B2B solution makes it easier for the......

Milpitas, CA, United States

HyperApps

What are HyperApps? JIFFY.ai HyperApps are low-code applications that help you achieve true end-to-end business process automation in your enterprise functions. Being "low-code", they can be designed and deployed quickly. They can assure "true automation" by reserving human participation in your business workflows only for high-value tasks. Moreover, the automated workflows connect......

relevant regions
Alpharetta, GA, United States

Hyperchat

Going the extra mile At Hyperchat, we aren't afraid of hard work. We want to deliver a product that you can be proud of. That being said, we make it our personal mission to exceed your expectations. Our lines of communication are always open and we are ready to tackle your......

New York, NY, United States

Hyperscience Platform

Drive Post-Extraction Business Outcomes Validate & Transform Add simple rules to validate and transform extracted data for ease of downstream ingestion. Enrich Pull in third-party data via API/DB connections to enrich your post-extraction outcomes. Review & Approve Custom human supervision interfaces tailored to knowledge worker actions. Natural Language Processing Understand user intent through sentiment analysis. Route Route documents to different......

relevant regions
Zurich, Switzerland

IAM Solutions

From the employee login, through the private e-banking access and the registration in online shops all the way to the login for tax returns – digital identities form the basis for many services and digital offerings as well as the protection of applications and data. The technology behind this is......

relevant regions
Armonk, NY, United States

IBM Bluemix

Cloud resources make it possible to bring together multiple data sources, scale systems, and incorporate cognitive services to drive business value quickly and inexpensively. Integrate high-performance cloud infrastructure and cutting-edge services into your IT environment with the IBM Bluemix cloud platform....

San Francisco, CA, United States

Identity

Verify user identities using bank data Retrieve the full name on the account—data can be used to complement KYC procedures Open Banking/PSD2 integrations Plaid’s integrations are Open Banking and PSD2 compliant, delivering secure and reliable access to the UK and European financial ecosystem  ...

San Francisco, CA, United States

Identity Management

Accelerate Digital Transformation and Get Ahead of the Competition The financial services industry is changing on an unprecedented scale. Financial technology, regulations, and changing customer behaviors are reshaping how services are being designed and delivered. Leveraging comprehensive digital identity capabilities helps you acquire customers faster by: Anchoring a comprehensive digital identity strategy......

relevant regions
Munich, Germany

IDnow AutoIdent

Introducing IDnow AutoIdent Eliminate customer wait times with always-on, AI-powered ID verification. AI-powered With IDnow AutoIdent, there’s no need for dedicated ID verification staff, and no need to keep customers waiting. The intuitive AI-powered solution enables customers to verify themselves and uses deep ID-recognition intelligence to ensure the highest levels of security and......

relevant regions
Munich, Germany

IDnow eSign

With IDnow eSign you can sign contracts with your customers online. Instead of requiring a handwritten signature, a qualified electronic signature (QES) is created. It has the same validity from a legal perspective. In just a few minutes, IDnow eSign enables contract conclusion without media disruption or additional hardware. All the......

relevant regions
Munich, Germany

IDnow VideoIdent

With IDnow’s Video Verification you can verify your customers’ identity within a few minutes – easy, secure and in compliance with the law. Our EU-patented solution results in a clear increase in conversion rates compared to traditional offline procedures. It combines AI-based technology with the expertise of highly qualified Ident......

relevant regions
Exton, PA, United States

IFS Asset Movement

The manual work of asset movement can be cumbersome, especially if the transaction includes complicated balance validations, ensuring retirement rules are followed, or compliance policies require additional approvals. IFS Asset Movement integrates with advisory platforms for a web-based, doit-anywhere system that automates transactions including ACATs, Fed Wires, Check Disbursements, Journals......

relevant regions
Exton, PA, United States

IFS Transitions

To attract and retain top advisors, you need a digital onboarding experience that is transparent, simple, and that shows your dedication to a great relationship. IFS Transitions creates an initial experience with your firm that imports accounts quickly and correctly. Separate dashboard capabilities can create a new, higher level of......

relevant regions
Stony Stratford, United Kingdom

Image Guard

The problem Organisational security and reputation is risked daily by photo’s and videos sitting on public social media, posted by employees and contractors. According to Rachel Tobac, channels such as Instagram, LinkedIn provide 60% of the information needed for social engineers and hackers to enter organisations. Too often, office photos contain computer screens,......

relevant regions
Portsmouth, United Kingdom

Imago Illustrations

Imago Illustrations is a configurable, powerful and scalable solution for delivering illustrations, disclosure and reporting solutions to meet the unique and personalised needs of product providers, platforms and advisers that makes the complex understandable with exceptional user experiences. Imago Illustrations has drawn on the best of modern web designs, and years......

relevant regions
Portsmouth, United Kingdom

Imago Portal

It has been designed to integrate into not only Imago products but also other front office and third party systems, bringing together information to enrich user engagement and experiences. Imago Portal is a component-based portal, that has built-in workflow, content management, data validation and business rules configuration.    Imago Portal provides access and......

relevant regions
Portsmouth, United Kingdom

Imago Tools

Imago Tools helps to: Support better financial decision making Stimulate customer loyalty and engagement Encourage investment to meet financial goals Imago Tools is deployed using the Imago Illustrations calculation engine, that is widely used throughout the market, providing illustrations across product providers and platforms. Imago Tools uses the same product and charge configurations as......

relevant regions
Melbourne, VIC, Australia

Impact

Improve member engagement Deliver a compelling online experience to your members from onboarding to retention. Developer-centric With a modern API, you can rely on our infrastructure and rapidly build on our platform to deliver a best-in-class member experience. Streamline fund administration Connect Impact to your fund administration and registry system, synchronising key membership data to......

relevant regions
Fremont, CA, United States

Impact Cloud

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

relevant regions
Fairfield, CT, United States

Impactfully

Technology Solutions to Power Up Your Philanthropy Looking to bring your philanthropic team together, foster engagement, and organize your giving? You’ve come to the right place. For more than 20 years, we’ve built products and provided expert services for philanthropists who wanted to make giving easier, more impactful, and cost-effective. Whether your......

relevant regions
Geneva, Switzerland

inApp

The inApp offers instant, context-dependent answers on regulatory questions straight to your mobile device or computer. Ensure your company’s interactions with clients and prospects domiciled abroad are compliant and minimise cross-border risk....

relevant regions
Geneva, Switzerland

inApp Tax

Developed together with BRP Tax SA, inApp Tax is designed to support financial planners and portfolio managers in evaluating the tax impact of an entire portfolio for different geographical markets and special tax regimes. It allows financial institutions to keep investments with a toxic tax effect out of their clients’ portfolios. inApp Tax is......

relevant regions
London, United Kingdom

Index Design

Backtest Duration Reconstitution Frequency Rebalancing Frequency Tax Treatment Weighting Scheme Universe Selection Calculation Frequency Leverage Corporate Action Management more... ...

relevant regions
Toronto, ON, Canada

IndiVideo

IndiVideo by BlueRush is an industry-leading video platform that transforms digital engagement through data-driven personalized, interactive video. Our secure and fully scalable solution is a robust video creation and hosting environment that empowers organizations to communicate with any audience across multiple touchpoints and channels as they progress through digital journeys....

relevant regions
Milpitas, CA, United States

INNOVATE

Transform Your Software Development Software development is a slow and complicated process. With dependencies on several teams and common resources, it takes months for even the most advanced software companies to launch new products. With JIFFY.ai Innovate, we’ve redefined software development and empowered everyone with ideas to develop, deploy, test and launch software. Talk......

relevant regions
Wallisellen, Switzerland

Insa Client Portal

The Insa Client Portal is a browser based (IE, FireFox, Chrome, Safari) application which allows the asset manager or his/her client to view (online) up to date information and about one or more portfolios. The user can also generate a detailed Insa Performance Report....

Wallisellen, Switzerland

INSA Portfolio Management System for iPad

NSA, the leading PMS Solution now provides you secure access to up-to-date portfolio valuations and risk assessments across one or multiple custodian banks. Valuations can be displayed in any currency or timeframe. Insa Portfolio Management System clients and their customers now have worldwide secure access to online valuations of their portfolios......

Sydney, NSW, Australia

Insight

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

relevant regions
London, United Kingdom

Insights Widget

Instrument-level analytics often create more questions, create disengagement and more confusion for the users. illio’s insight widget helps your users learn what matters most about any instrument, watchlist or holding, to trade more effectively. Each insight gives the user a clear storyline, the insight they should take away, clear and eye-catching......

relevant regions
Cambridge, United Kingdom

Insignis Cash

Insignis offers active management of cash deposits to improve returns on your money. Opening multiple bank accounts to benefit from ever changing rates is too time consuming. With a single Insignis account, you gain access to the whole savings market. Whether you are an individual, company, charity, trust or local......

relevant regions
London, United Kingdom

Institutions

Who do we work with? Asset Managers Pension Funds Endowments Sovereign Wealth Funds Hedge Funds Insurance Companies Our Technology Expediting refund timelines, eliminating human error, empowering our clients. Technology and innovation are at the heart of WTax’s reclaim process. Everything we do is driven by our industry-leading proprietary technology which automates the reclaim process end-to-end....

relevant regions
Boulogne-Billancourt, France

Instrument Box

A typical user scenario is to bring agility to applications already supporting basic structured products. With the addition of Instrument Box, such applications can immediately benefit from advanced features (such as valuation, reporting services, life-cycle processing) for a wide range and expandable list of derivatives. Business challenges Respond to unmet analytical and processing......

relevant regions
Amsterdam, Netherlands

InsuranceRight

InsuranceRight is the ultimate front-end solution for insurers to reach out to and engage with the next generation of consumers. It enables your marketing team to continuously adapt to the customer journey when it comes to insurance products, streamline decision-making, and accelerate the time to market for new products. This......

relevant regions
Zurich, Switzerland

Integration Services

1. API Our API server offers Web Service APIs to access the whole wealth management functionality spectrum of assetmax. Multi custody data consolidation, transaction simulation, group transactions, rebalancing, PEP checks, flow of funds checks, KYC validation, management fees calculation, stamp duty calculation, are some of the functionalities which can be accessed programmatically......

relevant regions
Portsmouth, United Kingdom

Integro CX

Integro CX delivers portal and dashboard technology solutions for the bespoke needs of wealth managers, platforms and providers. Exceptional user experience makes the complex understandable. Imago & Integro CX provide technology solutions for the unique needs of wealth managers, platforms and providers by making the complex understandable with exceptional user experiences.......

relevant regions
Kingston upon Thames, United Kingdom

Interact

Interact is a modern, flexible platform for delivering these services across digital channels. Here’s how our Interact platform can help you deliver great digital solutions to your customers. At the heart of our solutions is Interact, a flexible and scalable digital engagement platform. The platform is designed to deliver superb customer......

relevant regions
Zurich, Switzerland

Interactive Advisor

Most advisors in banks are overwhelmed and struggling to find relevant content and ideas for their clients. And as there is an increase in technology, mainly from the regulatory angle at the expense of the client communication, low touch experience occurs. What if you had personalized and targeted content recommendations that......

relevant regions
Hong Kong, China

Interactive Chart

Works Anywhere Our flagship charting module is HTML based and works in any browser whether PC or Mobile. No plugins are required. Advanced Charting Tools With over 60 technical indicators, multiple chart types, advanced drawing tools and annotations, you can easily create even the most esoteric of chart layouts. Performance Comparison Search and add instruments......

relevant regions
West Chester, PA, United States

Interactive Dashboards

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

relevant regions
Hong Kong, China

Interactive Heatmap

Market Performance At-A-Glance Get the big picture view of market performance visually in real-time or delayed. Quickly spot the outliers based on color or size of the tiles. Asset Classes Heatmaps can support different asset classes from stocks to sectors. Drill down into sector tiles to view sector constituents making it easier to......

relevant regions
Long Crendon, United Kingdom

Invessed Client Portals

Meet client demand for secure portfolio access Personalise your customer experience Empower your advisors and clients Foster loyalty, with always-on access that keeps clients engaged with your brand Encourage referrals through the Client Portal, the tangible part of your value proposition Use the Invessed wealth platform to deliver secure Client Portals, lead-generation websites and apps. Invessed......

relevant regions
Long Crendon, United Kingdom

Invessed Experience

Use Invessed to build secure portals and lead-generation websites. Experiences are designed to specification, for browser or mobile app platforms. Wide range of out-of-the-box features, including portfolio reporting, fund tools, document libraries, message centre and investment commentary. Safeguard client data with two-factor authentication, web application firewall and the security provisions afforded by......

relevant regions
Singapore, Singapore

InvestaX

Digital Securities Offerings (DSO) Digital securities are digital representations of traditional securities and financial interests, such as a contract of equity or debt in real estate and private equity. DSO open up a new world of financial instruments and investment structures. They are supported using distributed ledger technology and smart contracts. On......

relevant regions
Geneva, Switzerland

Invest Direct for Wealth Managers

You wish to Access investment opportunities for your clients or prospects? Offer your clients or prospects a totally independent assessments and valuation toolbox? Assist them in fundraising? A new way to access Private Markets Access previously inaccessible investment opportunities Assessments and valuations are carried out by an independent third party Retain your assets under management on securitized......

relevant regions
Geneva, Switzerland

InvestGlass

Fintech friendly CRM built for banks, asset managers, remote workers and much more. Sell faster. Close more deals. InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction, wealth advisors check on their customised InvestGlass platform for recommendations. InvestGlass is not an investment advisor, broker or dealer and......

relevant regions
London, United Kingdom

Investing API

Simplicity Familiarity Speed-to-market ...

relevant regions
London, United Kingdom

Investing as a Service

Focus on engagement & growth Maximum convenience ...

relevant regions
Lake St Louis, MO, United States

Investing You

We are a group of professionals from the financial and positive psychology field who have developed a program to help financial advisors create a better model for connecting the “why” behind the money their clients invest. We help advisors make a positive impact on their clients lives, which in turn, helps......

Toronto, ON, Canada

Investipal for Advisors

Easy Onboarding - Get up and running in minutes Thousands of Securities - Get access to over 10,000 North American stocks and ETFs Strong Security - Keep your money with your existing brokerages. No moving funds required Advanced Analytics - Get in-depth insights into how your portfolio is constructed to manage risk Smart Integrations - Tie into your......

relevant regions
Sydney, NSW, Australia

Investment

Deliver investment advice to your entire customer base. Your data + journey = ability to easily engage those looking to invest. Enable your customers to access investment advice when they want, where they want and with the option to engage a face-to-face adviser. Increase profitability for your wealth management channel by lowering......

relevant regions
Boston, MA, United States

Investment Strategy Engine

Modular approach helps align capabilities with specific needs Help your clients get more out of their investment dollars by reducing controllable portfolio frictions that can erode outcomes over time. Our modular platform allows you to look at the potential impact of reducing fees, taxes, and risk separately or together depending on......

relevant regions
Toronto, ON, Canada

InvestorCOM RolloverAnalyzer

InvestorCOM RolloverAnalyzer is a drop-in, cloud-based application for financial professionals to make best interest rollover recommendations and consistently document and disclose their analyses to clients....

relevant regions
New York, NY, United States

Investor Platform

Structure your data with Digital DDQs, RFPs, RFIs, Surveys Leverage digital questionnaires including your custom or AIMA, ILPA, INREV, PRI and AITEC standards to create a structured data source from your existing investment manager partners and prospects. Centralize your manager research and due diligence Transform information traditionally stored in shared drives and emails, into actionable......

relevant regions
Munich, Germany

Investor Portal

Devexperts Investor Portal is a software application for investors to see their assets and manage their portfolios, and for advisers to provide investors with investment strategy options and financial reports. The solution can be easily to integrated into a client’s existing infrastructure, connected to various venues, upload an overview of previous......

relevant regions
Singapore, Singapore

Investor Portal

Modern Dashboard - Publish key metrics and let investors visualize progress on interactive dashboards. Custom Branding - Promote your brand by adding your Fund's logo on Investor Portal. Digital Signature - Authorize capital notices using digital signatures with the help of DocuSign. Boost Transparency - Publish key policies and let investors view their management fees, performance fees......

relevant regions
New York, NY, United States

Investor Portals

All investments Our platform supports all investor reporting, across funds and administrators. All administrators Our platform integrates with over 100 fund administrators and transfer agents. All transactions Our platform supports all investment lifecycle transactions - from subscription to redemption....

relevant regions
New York, NY, United States

Investor Profiles

Any organization type Our platform supports all organizations - pensions, endowments, private banks. Any investor type Our platform supports all investors - from sovereign wealth funds to UHNW individuals. Any jurisdiction Our platform compliantly supports investors from any geographic location....

relevant regions
Windsor, CT, United States

Investrack

With the digitalization of banking and wealth management, people expect more visibility and control over their assets. Our portal solution gives advisors more time to focus on their clients and growing their wealth. In turn, clients benefit from powerful self-service tools, putting portfolio and performance data, insights and even trading......

relevant regions
Leuvain, Belgium

InvestSuite Robo Advisor

Robo Advisor is a front-to-middleware white-label solution for financial institutions to offer clients an easy, safe and affordable way to invest their savings. Financial institutions can digitise their wealth management with InvestSuite’s Robo Advisor, an omni-channel experience, featuring:  Hyper-personalised portfolios at scale (if required, model portfolios can also be used) Human-centric user......

relevant regions
Leuvain, Belgium

InvestSuite Self Investor

InvestSuite Self Investor is a powerful B2B execution-only platform: One of the only B2B self-execution platforms available catered to a broad audience, configurable and customisable Avoids complexity, providing guidance and protection through unique user journeys Offers data and insightful and actionable information  Inspiration from AI-based ideas or hand-picked from your research teams Nudging and a......

relevant regions
San Francisco, CA, United States

Invoicing

Get paid faster Stripe’s online invoices provide an optimised experience across mobile, tablet, and desktop. Most Stripe invoices are paid within three days. Easy to get started Create, customize, and send a Stripe-hosted invoice in minutes – all from the Dashboard with no code required. Configurable for any use case Collect one-time or recurring payments......

relevant regions
Melbourne, VIC, Australia

IOOF Online

You'll enjoy a host of features including enhanced interface, superior search facility, trading and investment functionality, online forms and upgraded security features. Key features User friendly interface and easy access to member information developed from extensive user testing. Seamlessly access your clients’ accounts and information. Security features that allow you to grant and manage......

Nassau, Bahamas

IPBS/E-Banking

The IPBS/E-Banking software product facilitates the continuous online requirements needed for high net worth clients.  Investment and financial advisors also gain a more robust online view of an entity’s cash and investment asset positions. This flexible offering is ideal for managing affluent individuals from a cash and portfolio view....

Jersey City, NJ , United States

iRebal®

The power of intelligent rebalancing iRebal, the Intelligent Rebalancer, is a rule-based rebalancing application that considers your clients’ tax consequences when showing possible trades that fit your criteria. iRebal is available as a fee-for-service solution to support multiple custodians, or as a web-based version available at no additional cost through Veo® for......

Tel-Aviv, Israel

Issuance Solutions for Banks

That’s where Futora comes in Futora enables any financial institution to structure, issue, process, and distribute its own structured products. Futora’s solution covers every aspect of the investment product lifecycle, including access to liquidity partners, a regulatory framework, and back and middle office functions, all from an easy-to-use interface. Increase market share......

relevant regions
New York, NY, United States

itBit

Advanced supervision itBit Digital Asset Exchange is a safe, secure and fair trading venue with oversight from the New York Department of Financial Services ("DFS"), best in class blockchain monitoring software and systems designed to prevent market manipulation. Deep liquidity Access itBit’s global network of clients across more than 100 countries for some......

relevant regions
New York, NY, United States

Itegria

Virtual Desktop The Virtual Desktop, powered by AWS, delivers a fully personalized and familiar desktop experience, with all the security and simplicity of centralized management for your firm. Wherever you are in the world, you can count on VDI to empower you with fast, compliant, and secure access to your desktop......

relevant regions
London, United Kingdom

ITRS Load Testing

Using ITRS Load Testing in your business Global reach Control the ramp and bandwidth of thousands or millions of global virtual users and simulate real-world dynamics. APM integrations Integrate with AppDynamics, New Relic, and Dynatrace to drill down, pinpoint critical issues, and identify root-cause. End-user insights Measure the quality of user experience by viewing a stream......

relevant regions
Fort Wayne, IN, United States

JourneyGuide

It’s time to think differently about retirement income. By 2030, 1 in 5 people will be retired. This means your parents, neighbors or friends could soon begin their retirement journey, if they haven’t already. They’ve made it to retirement—but are they prepared to make it through retirement? In today’s market, families are......

Larkspur, CA, United States

Jumpstart

Increase revenue by 8% Harvest’s Jumpstart digital account opening solution helps you add new clients faster and at a lower cost. Accelerate your time to revenue Jumpstart turns a process typically measured in weeks into one measured in hours. Streamlined technology automates your forms and processes, improving account success rates and compliance. Increase advisor productivity......

relevant regions
Boston, MA, United States

Knudge

We built Knudge because we were spending a lot of time following up with our clients only to still have them not complete their assigned tasks. We knew we weren’t alone. Does this post-review meeting sequence look familiar? Assign your client tasks Set yourself reminders to see if they’ve been completed Figure out what’s completed......

relevant regions
Irvine, CA, United States

Kofax SignDoc

As businesses increasingly look to reduce costly paper-based processes, e-signing is essential for end-to-end digitization across your organization. By moving from wet-ink to electronic signatures, you can remove the final roadblock to elimination of paper and achieve full digital transformation—reducing operational costs and transforming the customer experience. Unlike other products that......

London, United Kingdom

Kore Labs

What are the issues? Financial institutions are facing an increasingly complex product ecosystem at a time of intense regulatory scrutiny and cost pressures. The consequences for failing to address these issues are significant to both the organisation and their senior managers. There are three key elements increasing this risk: Large and increasing number of......

relevant regions
Zug, Switzerland

KYC Toolbox

The KYC Spider Toolbox is an intelligent compliance tech platform for simple and secure personal and corporate checks as well as for risk assessment and risk categorisation of your existing business partners. The Toolbox gives you access to all the functions you need for your end-to-end compliance process. As comprehensive as......

relevant regions
Hong Kong, China

KYC Workspace

KYC Workspace digitises, centralises and streamlines all the steps in the AML and KYC process, moving compliance to the Cloud once and for all. Compliance platform Transform your compliance department into a digital-first function, able to scale at the pace of your business and expand globally. Team members get access to one digital workspace......

relevant regions
Exton, PA, United States

Laser App

Laser App provides broker-dealers and RIAs with a simple approach to processing new business and service orders by automatically filling client information from leading client management and proprietary systems. Laser App can use the client information to populate order entry solutions or automatically retrieve and fill the latest version of......

relevant regions
Stockholm, Sweden

Lasernet

The core of Lasernet is our ability to take spool, XML or any other data format from your ERP solution and easily format, process, and deliver it. Our powerful tools allow you to create and distribute brand-rich documents in any format, such as DOCX, PDF, XLSX, XHTML, XML, JSON, EDI,......

relevant regions
State College, PA, United States

Lead Pilot

Customized content your audiences crave Select from 500+ unique articles, infographics, videos or campaigns in the Lead Pilot content library, or upload your own original pieces. Completely customizable content Easily target your niche or local area All content is hand crafted in-house Create a scroll-stopping social media presence Easily create, customize, and deploy social media posts with a single......

relevant regions
Jacksonville, FL, United States

LegacyShield

Standing out from the crowd and adding greater value has never been easier. Customize Every company uses LegacyShield® differently to generate a unique experience. You decide the client experience. From co-branding to onboarding, we enable you to carry out your vision. Provide added value to your customers and advisors Stand out by providing advisors with......

relevant regions
Franklin, TN, United States

LifeArcPlan

Financial Architects & Consultants is a financial technology firm that develops proprietary systems for the financial services community. By leveraging automation, software integrations, and proprietary technology, financial advisers can now automate their client information- gathering and financial planning process much more effectively!  Realizing there was a more efficient and compliant way to manage......

Westport, CT, United States

Life Events

Context There are dozens of Life Events that not always, but often happen in the lives of your clients and prospects. Ranging from Birth to Loss of a Loved One Solution As soon as you get wind of a Life Event happening for one of your clients or prospects, you go into your CRM......

relevant regions
Westport, CT, United States

Life in #s

Context There are 15 age milestones, 15 regulatory birthdates that trigger distinct wealth management risks or opportunities. 10 relate to retirement 5 relate to the Next Gen of the client family Although they are highly predictable and consequential advice opportunities, not all clients and prospects are getting proactive, impactful advice on these Moments That......

relevant regions
Westport, CT, United States

Life in #s – Direct to Client Version

Context In case you have large prospect books or cover large pools of Retirement Plan Participants, you may want to send them age-based advice in an automated way. Highly efficient, scalable advice for large pools of recipients. Solution Bento can connect with your email or Marketing systems (Hubspot, Constant Contact, MailChimp, etc.) and automatically......

relevant regions
Mountain View, CA, United States

LifeSite Pro

Tools for a modern advisory With so many do-it-yourself solutions available, it’s time to engage your clients using technology tools they’re familiar with that also provide you with a holistic picture of the entire family. Secure file vault Clients benefit from a file system that’s fully integrated with LifeSite’s collaborative platform, allowing advisor......

relevant regions
Uniondale, NY, United States

Liquidity Calendar

This unique application tracks lock-ups, gates, automatically calculates redemption schedules and how much can be redeemed along with the myriad of terms for each investment. It prevents the manual and error-prone assembly of terms and dates in spreadsheets....

New York, NY, United States

Logicly

Investment and portfolio analytics built by ETF experts.  The ETFLogic team is made up of former market makers, traders, quants, and have years of experience within the ETF and investment industry. All of this knowledge has helped the team focus on solving problems when it comes to the complex processes of investment research......

Cincinnati, OH, United States

Luma Platform

Luma is an independent, multi-issuer platform that provides banks and broker dealers with a fully-customizable, order entry system. Registered users can login to access a wide-array of content designed and tailored specifically for your firm. Our education and training system helps advisors maximize their sales and marketing efforts to provide......

relevant regions
London, United Kingdom

Lyfeguard

Store and access your personal information in one place Manage your information whenever and wherever you want. Whether at home, on the go or in an important meeting you can access your data whenever you need it. You can even edit existing data and upload new information on the go. Uploading......

relevant regions
Zug, Switzerland

m2Data

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

relevant regions
Zug, Switzerland

m2Hub

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

relevant regions
Zug, Switzerland

m2Mobile

Easy setup Anyone provided with m2Web access by their advisor will get access to m2Mobile, and it comes at no extra cost. Instant communication Investors can create their own watch list on m2Web to keep track of stocks they are interested in. Immediate portfolio access m2Mobile provides access to m2 portfolios from mobile devices. The......

relevant regions
Zug, Switzerland

m2Web

Online portfolio services Advisor centric service Self-service reports Modern and clean design Control and customisation White labelling and integration Allocate and suspend access Third-party integration capacity Mobile portfolio access Portfolio access on-the-go Real-time feedback Android and iOS compatible ...

relevant regions
New York, NY, United States

Magnifi

It helps financial advisors, portfolio managers, and everyday investors find, compare and act on investment options. In an era with thousands of ETFs, mutual funds, stocks, and model portfolios to choose from, Magnifi demystifies and simplifies investing, providing insights and information that save time and help investors make smarter decisions. Magnifi......

relevant regions
Chicago, IL, United States

Manager Portal

Leverage an enhanced manager portal to access key metrics that can drive better decisions on distribution and sales. Serving as a “virtual account manager,” you can gain deeper insight about your book of business, run day-to-day operations more efficiently, and most importantly, raise assets more quickly....

relevant regions
Chicago, IL, United States

Manifest for Partners

Who partners with Manifest? Wellness platforms - Turn education into action. With Manifest, your users can consolidate their retirement accounts with less than eight minutes of effort. Retirement brokers - Augment your existing capabilities by sharing Manifest with your clients. Our leading transfer solution has the power to optimize any employer retirement......

relevant regions
Melbourne, FL, United States

M&A Platform

Go from succession planning to accessing new markets We give you the ability to buy, sell, or merge - and search for the best opportunities. Succession Link cuts out the middleman so you can open new doors and scale your firm....

relevant regions
Sydney, NSW, Australia

Map My Plan For Advisers

Wouldn’t it be great to be able to provide your clients and prospects with a living financial plan that they help to build? That's exactly what Map My plan for Advisers can do for your clients and your business. The platform will enable you to focus on providing the valuable......

New York, NY, United States

Marketing Automation

Features that boost your content marketing performance Automate & Stream - Build feeds of content that automatically stream to social media based on your content preferences, your audience data, and their engagement history Schedule & Deliver - Schedule content distribution across multiple social and online channels from preselected content categories Analyze Engagement -......

relevant regions
Chicago, IL, United States

Marketing Content Automation

Go to market faster with current and compliant marketing content Investment management is more competitive now than ever. Synthesis Technology helps firms get client-facing communications in front of investors faster than the competition. Produce fact sheets, pitchbooks, commentaries, and web content in half the time without adding more staff and internal......

relevant regions
Hong Kong, China

Market News

Multi-media News Picture and video news covering major world and market events can help increase engagement with your users....

relevant regions
Melbourne, FL, United States

Marketplace

We've done the heavy lifting for you. Gain exclusive access to best-of-need products and services you can utilize through your Chalice membership....

relevant regions
Atlanta, GA, United States

Market-Q

Providing a personalized multi-channel experience for advisors is a strategic mandate for wealth management firms. Built for investment and wealth management workflows, ICE Data Services’ Market-Q platform is designed to enable advisors to access client portfolio data alongside global real-time market data, news and tools to analyze securities and holdings.......

Amsterdam, Netherlands

Matrix Wealth Management

Matrix is a digital banking platform for transforming existing banks and building new banks for the future. The wealth management space is one of the most complex and competitive areas in financial services. The need to provide clients with tax advice, investment advice, wealth protection and succession planning advice, all within......

relevant regions
London, United Kingdom

MDM

Becrypt’s secure MDM is a simple to use and robust platform, deployed by organisations of all sizes – from small businesses to governments – to reduce the risks and complexities of mobile platforms. The solution is tailored to efficiently support organisations managing Choose Your Own Device (CYOD) environments and reduces......

Pleasanton, CA, United States

Medallia Experience Cloud

Capture, analyze, and act on customer signals–from conversations in the branch and call center to interactions across the web and mobile apps–and transform experiences across the omni-channel financial journey. Deepen relationships, motivate employees, and drive business growth and innovation. Deliver great experiences throughout the customer journey Arm reps with predictive insights so......

relevant regions
London, United Kingdom

messagematrix Platform

Client Messaging Integrations Staff use of personal messaging applications for business purposes is both a security and compliancy risk for firms. Our messaging platform integrates into WhatsApp and SMS, allowing staff to message their clients using these consumer applications, whilst remaining fully compliant and highly secure. Biometric Approval With the ever growing number of......

relevant regions
Fort Worth, TX, United States

MetaMask

Buy, store, send and swap tokens Available as a browser extension and as a mobile app, MetaMask equips you with a key vault, secure login, token wallet, and token exchange—everything you need to manage your digital assets. Explore blockchain apps MetaMask provides the simplest yet most secure way to connect to blockchain-based applications.......

relevant regions
Singapore, Singapore

MFund Plus Suite

MFund Plus Suite, 3i Infotech’s investment management solution is a comprehensive, multi- currency enabled web based application designed to provide a powerful automation tool to various financial institutions undertaking fund management activities....

relevant regions
Redmond, WA, United States

Microsoft AppSource

Get the right app, right now Find top business solutions for your industry from Microsoft and select partners—including exclusive apps. Build on what you have Add new capabilities to your existing business applications. From Dynamics to Power BI, you’ll find solutions to enhance what you already use. Start with confidence Try any app for free......

Seattle, WA, United States

MindMeister

Meister develops smart and intuitive web apps that help teams of all sizes and industries turn ideas into reality. Our flagship products MindMeister and MeisterTask support a complete creative workflow – from collaborative brainstorming to agile task management. Founded by Michael Hollauf and Till Vollmer in 2006, Meister has an international......

London, United Kingdom

Mintus

Find out how you can get access to an art market that’s performed almost three times better than the S&P 500 since 1986* with Mintus. *Source: The Live Art Index. How it works Source Artworks are sourced from institutions, galleries, artists or individuals. Prior to platform listing, the artwork’s authenticity and market value is determined by......

relevant regions
Richmond, United Kingdom

Mobile Application Development

Already created over 40 apps Average rating in mobile stores: 4.75 Eight years of mobile app development ...

relevant regions
Waunakee, WI, United States

Mobile Assistant

Mobile dictation service by Mobile Assistant Mobile Assistant is the efficient, accurate way to document critical client meeting information using our human quality mobile dictation service. Mobile Assistant is efficient, secure and extremely accurate. Mobile Assistant is a 100% US-based dictation solution with professional, human transcriptionists. How does it work? Meet with your client......

relevant regions
Zurich, Switzerland

Mobile Banking

With Netcetera’s mobile banking, bank customers can access their assets, make payments, place stock exchange orders or contact the bank using the integrated mailbox at any time. Users can easily retrieve the location of the next ATM or branch and the correct emergency numbers for blocking cards in the public......

relevant regions
Lehi, UT, United States
San Diego, CA, United States

Mobile Deposit®

Our patented, award-winning technology has been licensed by more than 6,100 financial institutions and is loved by more than 80 million consumers. Mitek has enabled more than 2 billion mobile deposits totalling US$1.5 trillion in cumulative check value. Saving banks US$5 billion Saving consumers 830 million hours Keeping 11 million tons of CO2 out of the......

relevant regions
San Diego, CA, United States

Mobile Docs™

Mobile Docs' advanced mobile scanning enables consumers to submit scanner-quality trailing documents using their mobile device camera. Insert Mobile Docs into your mobile on-boarding process to make document submission fast and easy. Mobile document scanning - the benefits Create a positive user experience for your customers while streamlining the account opening and......

relevant regions
San Diego, CA, United States

Mobile Fill®

Trusted to increase application completes Mobile Fill® is solving mobile application form abandonment for banks, credit unions, lenders insurance companies, healthcare service providers and others with the industry’s most powerful mobile data pre-fill. A great user experience begins with Mitek MiSnap™, mobile data capture. Then Mitek uses its patented machine learning science to deliver......

relevant regions
Boston, MA, United States

Model Design & Delivery

Whether you’re starting with your own models, a third-party model, designing them from scratch or selecting from the “best practice suite”, 55ip will work with you consultatively to create your own menu of investment strategies to utilize across your practice. You can further customize at the client-level to deliver the......

relevant regions
Auburn, CA, United States

Model Marketplace

Partners include: Allianz Aptus Capital Advisors Blackrock Capital Group Donoghue Forelines Dorsey Wright Eventide Fidelity Investments First Trust Franklin Templeton Inspire Invesco Likefolio Opto PIMCO Redwood Investment Management Charles Schwab Investment Management Swan Global Investments Vident Financial WisdomTree  Best of all - If you’ve got Nitrogen, you’ve got the Nitrogen Partner Store....

relevant regions
Pyrmont, NSW, Australia

Model Portfolio Management Application

Using this application, you can easily design, build and manage your own tailored portfolios, utilising institutional grade forecasts and optimisation algorithms that adapt based on market conditions. Let our analytics work for you, make more informed decisions and gain deeper and broader insights into your portfolios. Show your more sophisticated clients......

Windsor, CT, United States

Modestspark

According to InvestmentNews, 78% of advisors have client portals for account access. However, there is a clear difference between standard information access and a personalized client experience. An innovative client portal can serve as an important point of differentiation for advisors who want to promote the more personal aspect of their......

relevant regions
Bedford, United Kingdom

Money Alive Platform for Advisers

Interactive video learning experiences for clients Covers topics identified as higher risk by the regulator and PI insurers Produces reports evidencing clients' engagement and understanding Better informed clients Our interactive and impartial video experiences break down topics so your clients can learn at a pace to suit them and underscore your client centric approach and brand......

relevant regions
Bristol, United Kingdom

Moneyhub Enterprise

Put your clients at the centre of their financial world Give them unrivalled clarity over their finances, and help them to plan their long term financial journey. Become closer to their financial world With Moneyhub, you and your clients will gain a rich understanding of their long term finances. It's easy for you......

relevant regions
Henley-in-Arden, United Kingdom

moneyinfo wealth

Imagine being able to give your clients the ability to access all of their financial data, on the move, 24/7... The freedom this would give them, and how this could revolutionise your relationship with them. Not only will they be able to access their investments and pension and general savings portfolios,......

relevant regions
Mumbai, India

MoneyWare Mobile App for Clients and Wealth Advisors

MoneyWare Mobile App is a comprehensive solution that helps advisors and investment managers to enhance their client experience and retention. The App provides the end-users with greater transparency through real-time access to tailored views of information helping the clients to engage in an ongoing interactive communication. The solution has the potential......

Chicago, IL, United States

Morningstar® Enterprise Components

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

relevant regions
Melbourne, VIC, Australia

Mortgage Sales and Originations

Recognised as the most advanced end-to-end software of its kind, our mortgage sales and originations software is helping lenders of all sizes transform the way they do business. Remove the constraints of legacy systems, innovate and grow with software that helps your business create a better mortgage experience for everyone. MSO provides......

relevant regions
Zurich, Switzerland

Move Digital Platform

Move Nexus Collect, connect and analyze internal and external content from news, research and expert views Move Solutions Offer bespoke solutions to your clients, including financing, hedging services and risk exposure adjustments Move Indices Create custom indices to monitor themes over time, analyze investment ideas and implement proven strategies Move Risk Manager Design and process specific macro risk......

relevant regions
Bangalore, India

Mphasis Advisor Productivity

Mphasis is a trusted partner for wealth and brokerage businesses. Our tools increase productivity across the front, middle, and back office. We consistently help financial advisors do more and achieve better results. Applications we built and managed: Account management & trading platform Automates and streamlines labor-intensive tasks Offers a mobile site for iPads  Automated rebalancing......

relevant regions
Bangalore, India

Mphasis Back Office Services

Delivering the next The collaboration between Mphasis and Thomson Reuters is a transformational opportunity for the wealth management industry. Mphasis will now offer its back-office operations solutions to wealth management firms that use the Thomson Reuters BETA platform. These include services ranging from customer acquisition, account management through trade execution, portfolio......

relevant regions
Bangalore, India

Mphasis Service and Trading Operations

With the rise of the millennials in the workforce, wealth is shifting to a younger, more digitally savvy clientele. The drivers transforming wealth management and brokerage include changing client demographics, increased competition especially from Fintech firms, a more stringent regulatory environment, and a potential economic slowdown. Every financial activity is......

relevant regions
Baltimore, MD, United States

MTM360

What matters most to your clients? Many families seek to perpetuate core values, family legacy and stewardship. Yet, most advisors ignore this “More Than Money℠” opportunity. The great wealth transfer opportunity awaits you Decades of experience, research and data clearly demonstrate that many 5M+ families seek to define, protect, communicate and perpetuate core......

relevant regions
San Francisco, CA, United States

MuleSoft Composer

Launch digital projects faster Use a simple integration and automation tool to connect systems easily with clicks. Boost IT and business collaboration Enable business teams to create integrations using IT-approved connectors and templates. Manage and secure data access Give business teams the ability to build confidently using a tool that IT trusts. For business teams Integrate apps......

relevant regions
San Diego, CA, United States

Multi Check Capture™

MiSnap Multi-Check Capture™ is an SDK of app functionality, ready to drop in to your mobile banking app, that facilitates lightning-fast capture of multiple checks in one deposit session. Built on our proven MiSnap™ document capture technology, it is ready to interface with any item processing back end, and leverages your existing......

relevant regions
Baar, Switzerland

Multi Family Offices

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

Toronto, ON, Canada

My Bank

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

relevant regions
London, United Kingdom

My Compliance Centre

Modernise your compliance management with a single, shared and integrated cloud-based solution. Specifically designed for firms that offer regulated financial services and in sectors that include Asset Management, Banking, Capital Markets, Consumer Credit, Corporate Finance, Fintech, Insurance, Investment Management, Payment Services, Private Equity, Venture Capital and Wealth Management. Stronger governance Complete transparency......

relevant regions
London, United Kingdom

MyCredo

MyCredo - a multi-asset class, multi-currency web based platform, providing financial intermediaries with access to: Customisable views: tailoring of screens allows grouping of accounts and information displays; Risk profile tools: leverage Credo's proprietary solution; Research: includes Morningstar Analyst Research Centre; Consolidated view: view of all your Investors' accounts in a single screen; On-line trading: leveraging Credo's Trading Services; Reporting: includes a suite of......

London, United Kingdom

MyCredo Client

MyCredo Client - provides your Investors with a 'white-labelled' secure online platform: Multi-browser solution; Real-time consolidated account information; Reporting includes a suite of performance reports and tax reporting; Enables your Investors to place trades online or limit access to information only; Research includes access to Morningstar Analyst Research Centre; and Subscription service allows scheduling of regular report......

Cornwall, CT, United States

MyPerfectFinancialAdvisor

MyPerfectFinancialAdvisor is a new service that intends to be the premier matchmaker between investors and their ideal financial advisor. We strongly believe every investor should and can get a financial advisor and encourage investors to use our free service.  Studies from Vanguard, Morningstar, Financial Engines/AON Hewitt and others all prove......

42 Quai Jean-Charles Rey, Monaco, 98000, MC

myPrivatam

2 minutes flat That's all it takes to create your products and compare the best offers from 11 investment banks. WiFi connected, and you're off… On your own or with the Privatam teams, on a tablet or desktop, and from wherever you like: always find the investment that suits you. Structured community Never miss a......

relevant regions
Hawthorn, VIC, Australia

myprosperity for Advisers

Fact finds just got a whole lot easier Don’t waste time chasing incomplete information from clients. Automate the fact find process with the Form Fill wizard. Digitise your firm’s fact find and turn it into a wizard for clients to complete via the wealth portal Your clients will be prompted to update any......

relevant regions
Rotterdam, Netherlands

MyRapper

Transparancy and instant availibilty of portfolio information is becoming increasingly important. Rapper has developed a web application which ensures that the client has the same information as the asset manager. The client has an insight in the portfolios through the MyRapper application. This application is accessible via internet and on any device. The......

Toronto, ON, Canada

My Wealth

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

relevant regions
Lake Success, NY, United States

My Wealth Advisor mobile app

Create seamless client communication. Videos, newsletters, blog posts and personalized communication — the My Wealth Advisor mobile app instantly improves the client experience....

New York, NY, United States

Nasdaq Data Link

Nasdaq Data Link is a powerful, centralized, cloud-based technology platform providing access to more than 250 trusted data sets, available via API. Search, discover and build. Competitive advantages Curated, actionable intelligence We research, select, prepare and deliver unique, high-quality data. Fewer than 1 in 100 datasets we analyze become products, resulting in a curated, best-in-class......

relevant regions
Milwaukee, WI, United States

NaviPlan®

Comprehensive financial planning software From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.  ...

relevant regions
Milwaukee, WI, United States

NaviPlan APIs

Our API technology With ongoing access to the NaviPlan APIs through our developer portal, your team will have access to continually updated and maintained calculations. This allows your tools to become scalable with less complexities. Evolving your digital strategy is now easier than ever with the ability to develop unique web......

relevant regions
Milwaukee, WI, United States

NaviPlan® client portal

Collaborative fact finder Empower your clients to enter their information digitally with the eFact Finder to accelerate the onboarding experience....

relevant regions
Chantilly, VA, United States

NetAccess

The challenge Operating on the Internet creates a cyber threat to those who conduct discrete market research, business intelligence collection, or establish private or privileged communications channels. The simplest online activity leaves a “footprint”. Anyone using the Internet “unprotected” exposes their IP address and network identity. This makes high-interest users such as......

London, United Kingdom

NetSure360° Orama

In March 2015, we launched NetSure360° Orama, our new mobile app providing CIOs and CISOs with a precious window of time in which to prioritise, communicate and manage potentially serious security incidents. Orama is included free to all NetSure360° customers providing real-time visibility of critical network incidents and security threats......

Acton, MA, United States

Network Archiver

Capture and archive Mobile SMS/MMS/calls Messages/calls are captured by the mobile operator at the network level, a copy is sent to the TeleMessage archive server Used for enterprise owned phones, not for BYOD devices Works for Smartphones and legacy phones No App necessary   ...

relevant regions
New York, NY, United States

Network Navigator

Whether you're a manager looking to recruit and retain high quality talent, an advisor or agent looking to leverage your network to grow your client base, or an enterprise looking to create a best-in-class digital workflow for your field workforce, AdvisorConnect's Network Navigator technology is a game changer for the financial services industry. Discover......

relevant regions
Jersey City, NJ, United States

NetX360 Mobile

In today's fast-paced marketplace, advisors need to stay connected even when they're away from the office. NetX360® Mobile extends your NetX360 desktop experience to your mobile device. This intuitive app lets you conduct critical business operations on the go*. Designed for efficiency, it provides access to real-time data through workflows tailored for the mobile......

Jersey City, NJ, United States

NetXInvestor®

Investor expectations are changing. Today clients want instant access to information, plus sophisticated tools to manage their finances. Pershing's NetXInvestor® lets you provide clients a window into their financial world—and keep them connected with you online. It combines an elegant and intuitive investment solution with exceptional flexibility to configure our platform to your......

Jersey City, NJ, United States

NetXInvestor® Mobile

Empower your investors to conduct business and view their accounts anywhere, anytime from a tablet or smartphone with our NetXInvestor Mobile app....

Jersey City, NJ, United States

NetXServices

According to a recent study, moving to a fully-integrated technology environment could free up more than a month of time for each of your team members every year. That means you could spend fewer resources on operations—and free your staff to focus on acquisition and prospecting instead.* Our flexible architecture enables......

Centennial, CO, United States

NexCommunication

The NexCommunication module allows you to communicate with your representatives through an easy to use web-based portal. The NexComunication module provides: Web based portal linking your advisors and the home office. Drives all representatives communication. i.e. news, compliance must-reads, operation, and more. Secured communication portal ...

Herning, Denmark

Next Bank Statements

Capture any banking transaction. Now and in the future Banking documents come in numerous formats from multiple channels. Next Bank Statements captures all of them; physical statements on paper, PDFs, and transaction data such as SWIFT. Extract quality data out of bank documents from everywhere Right out of the box, Next takes in statements from......

relevant regions
Herning, Denmark

Next Contracts

Handle contracts and agreements of any kind Right out of the box, Next takes care of agreements from anywhere like sales, property management, administration, management, human resources, and IT. A simple contract for a cell phone, a car lease agreement, or a complex delivery contract. They all fit into Next.  Finally everyone is......

relevant regions
Herning, Denmark

Next Emails

Every vital business email is secured and available to anyone. Anywhere. Anytime   Once a business email is liberated from the personal inbox and secured in Next, it becomes part of the company's collective intelligence. Available to colleagues in the office, on the next floor, down the road, or around the......

relevant regions
Herning, Denmark

Next Enterprise Archive

Think big. Start small. Move fast. Next Enterprise Archive helps you capture, keep, share, and discard your business documents efficiently. A complete platform for business document and process management, where you cherry-pick the features and functions as you need them. Lets you start small and move fast. Capture all your documents efficiently  Next Enterprise Archive captures everything. Order......

relevant regions
Herning, Denmark

Next Go

Swipe right — to approve It takes less than a second to approve an invoice, as long as you recognize it from the data presented to you. Put your thumb to the screen and swipe right. Immediately, the invoice is approved and ready for the next step in your process.  Swipe left —......

relevant regions
Herning, Denmark

Next Invoices

Approve invoices easily. Anywhere. Anytime Next is easy on the eyes. And easy to use. A modern and easy-to-use interface lets everybody approve their invoices from anywhere. Keeping them within their delegated authority. You will love getting things done whether you are in the office, on the next floor, down the road, at......

relevant regions
Herning, Denmark

Next Processes

Everything you need to get the job done Next Processes' user interface is dynamically tailored to the individual task. All the documents, data, and features you need. None you don't. Next runs in a browser, and allows work to be done by anyone from anywhere and anytime. Not limited by access to paper......

relevant regions
Görlitz, Germany

niiio Platform

Platform Features Software-as-a-Service platform for individual, scalable asset and wealth management. We are a full-service provider offering all the products and services needed for digitizing the entire value chain in asset and wealth management for our clients. Our methods are modular, comprehensive, fast, and compliant....

relevant regions
New York, NY, United States

Nines for Family Offices

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

relevant regions
Nassington, United Kingdom

Ningi

Websites Run and manage your website in one place. Have leads, contact requests and analytics all flow right into your back office. Run multiple websites/brands, test and launch trading styles quickly. Engagement; tools, calculators and seminars Launch one of the many Ningi tools and calculators. Run live seminars, with Q&A, voting and polling. Deliver on-demand content, previous......

relevant regions
Auburn, CA, United States

Nitrogen APIs

Leverage Nitrogen’s API Leveraging Nitrogen’s core API means less time messing with data and more time focusing on business growth and client engagement. With six separate APIs (and more to come) we’ve made it quick and easy to connect your tools with our best-in-class technology. Available APIs include: Nitrogen Risk Number® GPA® Nitrogen Risk Tolerance Questionnaire Nitrogen......

relevant regions
Auburn, CA, United States

Nitrogen Growth Platform

Grow faster - Most firms aren’t growing They have an asset platform, a CRM, and a planning tool, but something is missing. Something that gets the growth flywheel spinning. Turning a website into a lead gen machine. Turning those prospects into ACAT form moments. And turning those assets into committed clients.......

relevant regions
Sydney, NSW, Australia

Nod

Create rules that automate document creation. Nod is proven to reduce document creation times by up to 80%. Our document creation platform automates document editing to reduce manual business tasks. If you want to empower the people in your business to serve more clients, reducing your document creation times is a great......

relevant regions
Leamington Spa, United Kingdom

now:share

now:share lets up to 5 invited people share a web session on any modern web-enabled device. Web-chat and drag-and-drop document sharing come as standard, but the full power of now:share comes into play when you enable co-browsing. Co-browsing lets each of the people that you've invited, wherever they are in the world, see and......

relevant regions
Burlington, MA, United States

Nuance Gatekeeper

Improve experiences, reduce costs, and prevent fraud in every channel Nuance Gatekeeper delivers seamless, secure biometric authentication with intelligent, proactive fraud prevention. Through Gatekeeper, companies improve customer experiences and reduce operational costs--whenever, wherever and however customers engage. The world’s most advanced biometric solution for authentication and fraud detection Nuance Gatekeeper is a fully......

relevant regions
London, United Kingdom

Nucoro Hybrid Advisory

Deliver a superior advisor-led client experience and supercharge your advisors’ capabilities, freeing up their time to build deeper relationships and drive new business development. Build trust, increase conversion and provide deeper knowledge to your clients with AI-powered portfolio insights at your advisors’ fingertips. Deliver a slicker service to your clients and give......

relevant regions
London, United Kingdom

Nucoro Insurance Solution

Deliver a superior advisor-led client experience and supercharge your advisors’ capabilities, freeing up their time to build deeper relationships and drive new business development. Build trust, increase conversion and provide deeper knowledge to your clients with AI-powered portfolio insights at your advisors’ fingertips. Deliver a slicker service to your clients and give......

relevant regions
London, United Kingdom

Nucoro Platform: Automated Investing

The evolution of robo-advisory services has led to wealth management and investment offerings that eliminate the element of human biases. Self-learning algorithms and AI technology generate personalised portfolios at a low cost. Open up the world of digital savings and investment for your customers. Engage existing and new customer segments with......

relevant regions
London, United Kingdom

Nucoro Platform: Self-Directed Investing

Our holistic wealth management platform gives your customers easy access to the stock market, empowering them to invest in the brands they love instantly, from their mobile device or desktop. Enabling fully automated next-generation financial products for your clients, your new digital service offers a streamlined, seamless journey for every......

relevant regions
London, United Kingdom

Nucoro Retail Banking Solution

Open up the world of digital savings and investment for your customers. Engage existing and new customer segments with a fully automated digital investment solution. Reduce drop off and increase conversion with easy digital onboarding enriched by client data to make the journey shorter. Make savings and investment simpler for the customer......

relevant regions
London, United Kingdom

Octo Members

Octo Members is the very first app-based private community for UK financial services professionals, where advisers, fund managers, wealth managers and professional consultants can come together to share knowledge and best practices. Bringing together many of world’s brightest thought leaders Become an Octo Member. Together we’re creating the largest, most comprehensive community-generated collection......

relevant regions
Montbonnot-Saint-Martin, France

OdonaPlace

OdonaPlace, A digital experience for your clients Personalize your applications We integrate your brand identity, your logo and your graphic charter. We do it all. Intergrate and share Integrate your applications on your web pages (website, landing page, campaigns…) Communicate Easily give your clients personalized access links to your applications by email, SMS, …...

relevant regions
San Francisco, CA, United States

OKCoin Platform

Put your money to work From Stacks to Polkadot, get even more from the assets you hold with our staking and DeFi offers. Take the market to go Our mobile app makes it easy to buy crypto and see what’s happening with your portfolio while you’re out and about. HODL with confidence We keep your......

Meyrin, Switzerland

OLYMPIC Banking System - Digital Banking

OLYMPIC Banking System’s Digital Banking portal can be used to manage financial operations on the move, helping your customers make well-informed decisions. It is aimed at the bank’s customers as well as external users such as EAMs (external asset managers), and was built with remote access in mind. The portal......

relevant regions
London, United Kingdom

Onboard

With Onboard you can turn one of the most painful parts of the advice process into a seamless, collaborative experience. It's recurring payments, fact-finding, risk tolerance, client agreements and online account opening all in a single tool. Invite clients Add your client's email and agreed services. Your client will get a link......

relevant regions
Harleysville, PA, United States

OnBord

Advisor creates client in OnBord Advisory staff inputs simple information like the client’s name, account types to open, features, etc. and OnBord takes care of the rest. OnBord sends SMS message to the client OnBord sends a text message to the client in which they access a link and begin creating their new......

relevant regions
Hong Kong, China

On-Demand Business KYC Reports

Via one highly intuitive user interface or a single API, you can access, review and download company data and official incorporation documents from 500+ local company registries worldwide with the click of a button. However, we don’t stop there. Know Your Customer’s proprietary technology extracts shareholder information from filing documents automatically,......

relevant regions
Woerden, Netherlands

Onegini Connect

What is CIAM? Need to offer consumers or business partners secure online access to your data or systems? A Customer Identity and Access Management system will do the job. But great CIAM doesn’t stop there: high-quality CIAM solutions will act as a flexible hub for all your relevant systems, future-proofing your......

relevant regions
San Francisco, CA, United States

OneLogin

OneLogin is the identity platform for secure, scalable and smart experiences that connect people to technology. With the OneLogin Trusted Experience Platform, customers can connect all of their applications, identify potential threats and act quickly....

Boston, MA, United States

OneSpan Sign

Digitizing business processes Banks, credit unions, and financial services providers are modernizing the customer experience with e-signatures to deliver a fully digital experience on any device. Customers can now open a bank account, close a mortgage, and apply for insurance without paper slowing the process. In addition to digital transformation, electronic signature......

San Diego, CA, United States

Onramp Invest

Education and Integration Onramp provides the tools necessary for financial advisors to learn about, model, invest and manage their clients’ cryptoassets all from the comfort of their workflow. Access to Qualified Custodians Onramp allows financial advisors access to world class cryptoasset custodians offering trading, rebalancing, reporting, and billing without leaving their existing workflow. Ability......

relevant regions
Singapore, Singapore

OnTrack Digital Planner

OnTrack Digital Planner supports users in a number of ways: Efficiency - online data collection and fact-find engages the client, saving on cost and time. Reach - automated, interactive and self-directed engagement tailored for client sub-groups. Control - consistent application of modelling with full control over assumptions. Audit and compliance - automated record keeping simplifies oversight process. Growth......

relevant regions
Toronto, ON, Canada

OpenDome

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

relevant regions
Norwalk, CT, United States

Open:FactSet Marketplace

Discover data first From ESG to Satellite and everything in between, the Open:FactSet Marketplace is your home for data that gives you an edge. We work with data providers to vet and integrate data before making it available so you can seamlessly link our data feeds to your models, systems, and proprietary......

relevant regions
New York, NY, United States

OpenFin Container

If it runs in Google Chrome, it runs on OpenFin Building apps on OpenFin couldn’t be easier. Any web app that runs in Google Chrome can run on OpenFin OS unmodified and in a matter of seconds. OpenFin APIs (usually <1% of code) enable windowing, interoperability, and system access. Built On Web......

relevant regions
New York, NY, United States

OpenFin Workspace

Built on OpenFin’s industry-leading container, Workspace helps employees harness the power of seamless data flows, automation, context sharing and intelligent prioritization in a simple, personalized space that takes the labor out of work.  Each component of Workspace is formidable in its own right, but the true power emerges when all the......

relevant regions
San Francisco, CA, United States

OpenInvest Platforms

ESG = Engagement + Personalization Dynamic custom indexing Custom SMAs have long existed as a manual process at the high-end of the market. OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and......

relevant regions
New York, NY, United States

Opto Investments

Your private investment team What we believe We exist to simplify advisors' lives and help improve their clients’ ability to reach their goals. 01 - The private investment process is broken. 02 - All investors deserve access to high quality private investments. 03 - Most investors are overexposed to public markets. 04 - Aligned incentives are......

relevant regions
San Mateo, CA, United States

Orchestrade

Solid, market proven, stress-tested, industry grade software with real open architecture that allows you to realize your vision without additional development. We are different from the incumbent legacy technologies that deliver only a restricted offering. We have the market insight and true industry understanding that is lacking in the limited toolkit......

relevant regions
Omaha, NE, United States

Orion Marketor

Combining hyper-personalized content campaigns on top-of-mind planning topics, best-in-class marketing execution technology, and self-guided financial goal work-flows, Market*r will innovate the way you think about business development. ...

relevant regions
Stockholm, Sweden

OutRank Credit and Mortgage Analytics

Kidbrooke's OutRank provides easy-to-use, high-quality analytics guiding your customers through the complexities of taking out mortgages and other loans. Our collection of APIs helps banks, insurers and FinTechs to build reliable digital journeys enabling individual consumers to evaluate credit decisions in a uniquely holistic context. A 360-degree view powered by......

relevant regions
Stockholm, Sweden

OutRank Economic Scenario Generator

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

relevant regions
Stockholm, Sweden

OutRank Holistic Financial Planning

Wealth management services have traditionally been reserved for the more fortunate in society relying as they do on highly skilled labour, decades of experience and meticulous adherence to regulatory standards. However, technology now empowers asset managers to rewire their business models in order to provide high-quality, consistent financial advice to......

relevant regions
Stockholm, Sweden

OutRank Short-to-Medium Term Savings

Whether you need to build a fully digital investment advice service, a savings guidance journey, or to support your physical advisors with consistent, compliant and research-based analytics, our APIs provide the means to do so. OutRank enables financial institutions to produce cost-efficient and scalable investment experiences that equip your customers......

relevant regions
Exeter, United Kingdom

P1 Platform

We streamline much of what other investment platforms do, lose the bloated functionality you’ll never use, and charge much less. We created the P1 Platform because we saw how others were doing things and knew there was a better way. We’re not interested in shiny gadgets, widgets and outdated paper processes.......

relevant regions
Vancouver, BC, Canada

PageFreezer

PageFreezer takes compliance and litigation off your plate by automatically archiving your websites, social media and enterprise collaboration in one easy cloud-based dashboard. Archive website data & social media content in real time for regulatory compliance and competitive intel Take the risk out of your website and social media communications with a......

relevant regions
Paris, France

Palico Private Equity Fundraising Marketplace

Discover Browse through fundraisings. Set up your interests and receive opportunities that match your investment strategy. Monitor fundraisings efficiently. Analyze Request access to data rooms directly from the GPs. Evaluate privileged information. A broad range of listings added weekly. Investment vehicles Funds Funds-of-funds Investment strategies Emerging managers Specialist funds Small funds Mainstream funds ...

relevant regions
Paris, France

Palico Secondaries Marketplace

Sell List your secondaries at no cost. Anonymous and non-exclusive. Select your buyers. Buy From early secondaries to tail-ends. All NAV sizes, sectors, and geographies. Create your personalized wish list to receive alerts. ...

relevant regions
Amsterdam, Netherlands

Palmyra

Your Accelerator for Digital Transformation Whether you are insurers, wealth managers, asset servicers, your business roadmap needs to adapt drastically to innovation, and seize the opportunity with the quickest time-to-market. At VERMEG, as we are continuously investing on adaptive solutions and innovations in the Digital ecosystem. Palmyra is set of services based upon: Digital......

relevant regions
Frankfurt, Germany

Paperless Contracts

Scope and services and process chain Integration of contract documents and existing system landscapes Client legitimation via POST-ID portal or other legitimation providers / signature service providers Contract opening and administration including all details. Client login and digital mailbox Core functions Integration of any contracts, e.g. with your suppliers, producers, distributors or end clients Automated e-mail......

relevant regions
Paris, France

Particeep White Label Financial Distribution Platform

A turnkey and customizable platform to distribute your financial products Dematerialization of customer knowledge Collect online all the data and documents of your customers. Connect account aggregators and define your customer’s profile to offer the products and services that best suit them. 100 % online subscription to your offer Your product offering becomes available......

relevant regions
Greenwood Village