Blogs
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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
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
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Budapest, Hungary
Wealth Portal
The Wealth Portal is not only an online portal through which clients can check all the information and data of the composition and performance of their investment portfolio, but also a platform for digital communication. The portal is available as a native iOS and Android mobile app or in a......
Client type
Relevant Regions
Zug, Switzerland
Etops Wealth Management Technology
The Etops solution allows you to collect data from a various range of custodians, which can be easily interpreted in various formats using AI-based technology. Our solution performs reliable reconciliation and quality checks overseen by our experienced service team. You profit from aggregated transactions and positions of your portfolios delivered in......
Client type
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
Relevant Regions
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
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
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
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
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
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Financial Advisors
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
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
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
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
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
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
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
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
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......
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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,......
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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......
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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,......
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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......
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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......
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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......
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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.......
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Singapore, Singapore
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......
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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......
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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. ...
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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......
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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......
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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......
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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
London, United Kingdom
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,......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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.......
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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 ...
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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
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
London, United Kingdom
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 -......
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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......
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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....
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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....
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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......
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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......
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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......
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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.......
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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....
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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......
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Richmond, United Kingdom
Mobile Application Development
Already created over 40 apps Average rating in mobile stores: 4.75 Eight years of mobile app development ...
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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......
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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......
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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......
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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......
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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......
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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......
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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....
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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......
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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......
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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......
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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,......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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......
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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. ...
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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......
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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....
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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 ...
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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......
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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......
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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......
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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 —......
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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......
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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......
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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....
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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......
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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......
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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......
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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.......
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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......
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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......
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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......
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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......
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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, …...
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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......
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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,......
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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......
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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, CO, United States
PartnerLink®
PartnerLink empowers our partners to have accurate and current information across their business by providing: The same information that plan sponsors see within the Plan Service Center A view into their block of business with Empower A list of all associated plans, as well as combined plan, participant and asset information Cross-plan reporting that allows......
relevant regions
Toronto, ON, Canada
Pascal Financial Platform
With proprietary AI investment algorithms, advanced user design and functionality, and client engagement tools, Pascal changes the game delivering the innovation investment managers need to effectively scale their operations, exceed the expectations of 21st century investors and grow their businesses in a time of digital disruption for the financial services......
relevant regions
New York, NY, United States
Patrina
Patrina delivers exactly the nontrading regulatory compliance tools you need when you need them. Flexible compliance solutions that are easy-to-use and affordably priced. As 17a-4 compliance specialists, we’re committed to making records archiving and supervision easy and affordable. Every Patrina compliance product, every Patrina compliance service is designed to make your......
New York, NY, United States
PayItOff
Payitoff is building the next generation of B2B repayment solutions for student debt. We've released the first comprehensive student loan API that helps any fintech company or financial institution build a federal student debt repayment program into their financial services products, saving the average borrower $3,000 per year. Partners using our platform......
San Francisco, CA, United States
Payment Initiation
User experience Your users can initiate payments without leaving your app or website, improving their experience and increasing conversions Verify payment status Reduce the possibility of misdirected payments by verifying the recipient account and confirming payment status Reduce costs Payment Initiation uses Faster Payments rails for low-cost payments ...
San Francisco, CA, United States
Payment Links
Accept payments in minutes, without a line of code Create a link You can use Payment Links to sell a product or service, start a subscription, or collect a donation. Match the look and feel of your brand by adding your logo and colors. Share the link Paste or embed the link anywhere. The same......
relevant regions
London, United Kingdom
Payment Orchestration
Simplifying the complex Form3 Payment Orchestration delivers a comprehensive solution that coordinates calls between internal and external systems, enabling banks to dynamically configure, and reconfigure payment workflows for successful transaction processing. Our flexible orchestration engine empowers banks to embrace propositional, technological or organisational change at pace. With Form3 Payment Orchestration, configurational......
relevant regions
London, United Kingdom
Payment Platform
End-to-end payment processing in real-time Form3 has a complete Payments-as-a-Service offering for your mission-critical payments operations. You can focus your resources on delivering value to customers, and not on maintaining legacy payments infrastructure. Form3 follows a dev-ops approach with focus on information security, delivering a continuously updated and secure platform that has......
relevant regions
San Francisco, CA, United States
Payments
Payments for any business From e-commerce stores to subscription businesses, to platforms and marketplaces, we offer a complete stack for all your payments needs across channels. Get started in minutes Create an account online in minutes and use our libraries and SDKs to securely accept payments. We’ll deposit your funds directly into your......
relevant regions
London, United Kingdom
PCF Calculation
Key benefits Purpose built system to allows clients to gain competitive edge Full automation of PCF Calculation Required market identifiers, corporate action and dividend information Transparency on the daily calculation process and clear structured and controlled procedure delivered by via a well-established robust platform Widest range of connections to Market Makers, APs, exchanges and market......
London, United Kingdom
Personal Finance
Meniga’s Personal finance innovation toolbox facilitates delivery of rich, personalised functionality and insights accessible via RESTful API. The Personal Finance solution enables banks to personalise digital banking and deliver a customer experience that rivals social media platforms...
Singapore, Singapore
Personal Financial Aggregator
By aggregating multiple financial accounts, through a secure app compliant with regulations. Enable your clients to plan better, and gain insights your business never had, to service your clients better....
Tel-Aviv, Israel
Personalised Structured Deposits for Banks
Offering what the customer wants or fits their risk profile is the pinnacle of investment propositions. To do so, a financial institution must: Profile a customer, including their risk appetite Decide what type of products and level of capital protection meets the customer’s needs Assess the regulatory framework and internal governance Structure and issue products......
relevant regions
Vancouver, BC, Canada
Personalized Website Designs
Ascend Provide a seamless experience for your visitors with this elegant framework. Designed to lay the groundwork for well-formatted and scannable content. Silver Lining A modern and harmoniously balanced framework, with a layout that emphasizes function and effortless flow for the user. Reduced core elements create simplicity for an improved overall user experience. Linebreak Break......
relevant regions
Givatayim, Israel
Personetics Act
Automated Financial Wellness Programs help banking customers strengthen financial resiliency and achieve financial goals: Engage customer over an extended time frame Self-adjusts by leveraging existing and acquired knowledge of the customer Encourage habit-forming ongoing financial wellness behavior Automated Financial Wellness Programs help banking customers strengthen financial resiliency and achieve financial goals Engage customer over an extended......
relevant regions
Givatayim, Israel
Personetics Assist
Personetics Assist is the only digital self-service solution built specifically for the financial services industry. The solution is installed today at leading financial institutions, providing personalized service and assistance to tens of millions of customers. Financial institutions that use Assist are rewarded with higher operational efficiency, customer satisfaction, net promoter......
relevant regions
Givatayim, Israel
Personetics Engage
Customer expectations from their banking providers in the digital age go beyond just access to data and ease of use. Customers want their bank to proactively offer insight and advice that can help them achieve their financial goals. Personetics Engage is a new breed of banking solution, one that truly......
relevant regions
Givatayim, Israel
Personetics Engagement Builder
The Engagement Builder enables banks to: Create personalization IP – differentiate from competitors Bring innovation in house – design custom insights without custom development Stay relevant – target specific customer segments or fulfill campaigns by connecting to bank data sources Distribute across all banking channels, institution entities and geographies The power of the engagement builder Data......
relevant regions
Seattle, WA, United States
PitchBook Mobile
Track market activity on the go Get the data you need instantly with advanced search and customizable alerts. Discover opportunities before your competitors with on-the-go insights and monitor activity in your space, from major deals to new hires. Work seamlessly across devices. Your search history, saved searches, lists and more automatically sync......
relevant regions
Greenwood Village, CO, United States
Plan Service Center
Easy access to retirement and healthcare savings balances, asset allocations and plan activity State-of-the-art user interface Quarterly site updates and enhancements The PSC simplifies plan management and maintenance. By putting the information right at their fingertips, they can see how specific segments of their plan are tracking toward an established goal....
relevant regions
Greenwood Village, CO, United States
PlanVisualizer™
This powerful application provides a view of retirement plans like never before and makes it easier to help optimize plan design. Get an unprecedented view of plan data Model plan features and costs View retirement readiness of participants Compare participant savings in the current plan versus potential plan enhancements ...
relevant regions
Toronto, ON, Canada
Planworth Platform
Client Discovery Invite clients to a mobile friendly client discovery tool to make it more efficient to build and update client profiles/plans, including the ability to link live financial accounts/data through the Flinks data aggregation service. Dynamic Questionnaire As an alternative to or in conjunction with the client discovery tool, advisors can independently......
relevant regions
Bern, Switzerland
Platform Services
What are our Platform Services? Projects and system integration Over the last years, we have successfully performed over 60 platform integration and migration projects. Our customers benefit from the extensive know-how generated from this and can rely on us to be an expert partner to them. A project methodology that is constantly developed......
relevant regions
New York, NY, United States
Platform Solutions
Sub-Custody We allow banks to leverage our secure in-house custody platform so they can expand their capabilities without the hassle. White label our secure, regulated, audited custodial platform and world-class execution capabilities, you can leapfrog the competition with the best technology in the industry. Consumer Products Leverage NYDIG’s secure custody & execution capabilities......
relevant regions
London, United Kingdom
PM Alpha Platform
Alignment of interests We place the users (LPs) and managers (GPs) of private markets investment products at the heart of our dynamic platform to design appropriate investment strategies in an efficient and cost-effective way. Our investment partners PM Alpha selected top quartile specialised fund managers across all strategies. Private markets fund managers - Our......
relevant regions
Detroit, MI, United States
Pocketnest
Financial planning made easy Personal financial planning should be simple and thorough. It’s not. Serving the next generation of consumers should be straightforward. It’s not. We’ve created something better. We deeply understand millennials and Gen X. We seamlessly integrate with banks, advisors and credit unions. We make your relationship with your customers stronger. We’re the first and only financial app of its kind. Cue the......
relevant regions
New York, NY, United States
Pontera Platform
New revenue & client engagement opportunities Managing held away accounts can increase an advisor's AUM by an average of 33% while allowing you to deliver the level of service your clients expect. Trading Trade held away accounts just like you do with custodied accounts, all through a single interface. Instruct Pontera (formerly FeeX)......
London, United Kingdom
Portfolio Assist
How it works Portfolio Assist can construct a portfolio within a minute, reflecting your specific requirements and analysts’ recommendations in real-time. My accounts Your account is a one-stop-shop for all your accounts and their performance. Here you will get alerts on potential downgrades, material spread changed, highest single name exposure, and the essential......
relevant regions
San Carlos, CA, United States
Portfolio Edge
Introducing our newest product: Portfolio Edge – efficient and rich portfolio construction and rebalancing. Portfolio Edge provides complete coverage for front, middle and back office staff through an integrated platform. Using innovative and forward-looking technology stack from Microsoft, Portfolio Edge creates a blend of stock reporting with customizations. Get real......
relevant regions
New York, NY, United States
Portfolio Intelligence
One risk lens for all holdings. Many powerful use cases. Sophisticated analytics are not just for traditional investments and institutions anymore. With a client-friendly interface, Portfolio Intelligence supports both traditional and alternative investments so you can expand your universe of investment opportunities and build robust portfolios. Take the guess work out of......
relevant regions
London, United Kingdom
Portfolio Management (PMS) and Order Management Systems (OMS)
Enables portfolio managers to construct optimal portfolios, monitor with various risk measures, and execute / rebalance with seamless broker/TPA integrations....
Melbourne, VIC, Australia
Portfolio Online
This secure online portal allows you to transact on all investments in one place, place simultaneous buy/sell orders, manage corporate actions, submit portfolio re-weights and much more. Key features Advanced trading portal Advanced trading portal incorporates a user-friendly Order Pad for transacting and an Order Monitor to track and monitor transactions. Transact on all investments in one place Place all......
Bangkok, Thailand
Portseido
Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20,000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. Our goal is to......
relevant regions
Chicago, IL, United States
Practice Advantage
Today's retirement advisor requires a well-documented, prudent process that unlocks scalability. From selecting a service provider to developing an Investment Policy Statement (IPS), to analyzing and managing investments - you need guidance and tools to ensure you deliver comprehensive solutions to your clients that are easy for you and your......
relevant regions
Sydney, NSW, Australia
Practifi Portals
A single, integrated hub for your clients While many investors have to navigate through multiple platforms to make decisions about their finances, Practifi Portals display your clients’ important financial information in a single, integrated hub that’s accessible from any device. Increase transparency Exhibit how and where you’re investing their assets, display portfolio performance......
relevant regions
Munich, Germany
Predictive Intelligence
CEPRES Predictive Intelligence is an intelligent AI-based portfolio simulation and tracking solution that incorporates the future developments of single funds based on a unique forecasting technology for illiquid asset classes. CEPRES Predictive Intelligence enables investors and risk managers to measure future uncertainties and optimize their asset allocations for any market......
relevant regions
Hong Kong, China
Price Alerts
Alert Types We support not only price alerts but also news categories and events such as corporate actions, stock ratings change and more. Integrate with Your Systems Our Alerts Platform can be integrated with your user’s portfolios or market data systems allowing users to create price and news alerts that send notifications through......
relevant regions
New York, NY, United States
Primary Issuance
A Fully Integrated Capital Raising Platform Get issuer insights from origination to closing. Access a personalized issuer portal to track investor activity, countersign documents, confirm orders and close the capital raising process. Onboard investors to a personalized market Create a streamlined experience for your investors to manage their portfolio and participate in upcoming......
relevant regions
Vancouver, BC, Canada
Prioritize
Prioritize allows your team to: Improve productivity by consistently seeking out and surfacing the Next Best Action. Work strategically by grouping actions in specific areas of focus that align with your goals. Track progress and accurately visualize key performance indicators in real time. Elevate CRM by leveraging valuable insights derived from tax and banking......
relevant regions
Singapore, Singapore
Private Equity Funds
Build-op opportunities Buy-and-build strategies (or Build-ups) are currently a key value creation driver – if not the most powerful one – in private equity. The difference between standalone and buy-and-build is simple: +8.5 points IRR (source: HHL-BCG research). Due to lack of widely available data and fragmented market access, mid-sized companies......
London, United Kingdom
Private Equity & Venture Capital
Opportunity Network allows PE funds and VCs to find LPs and alternative financing sources efficiently by skipping intermediaries and connecting directly with decision-makers. All members go through KYC, anti-money laundering, and sanctions lists vetting procedures by financial institutions....
relevant regions
London, United Kingdom
Private Placement
Technology that helps your business grow One platform. Powerful placement management. Digital deal workflow - End-to-end digital workflow, enabling you to execute more deals with the same or fewer resources, while minimising compliance risk, and tracking every interaction your investors make. Invite, onboard, KYC - Digitally invite and onboard your investors. Our KYC/KYB......
relevant regions
London, United Kingdom
Private Wealth
Bespoke withholding tax solutions for: Retail Banks Wealth Managers Family Offices High-Net-Worth Individuals At the heart of your reclaim network Tax Advisors Wealth Managers Foreign Tax Offices High-Net-Worth Individuals Foreign Issuers Private Banks ...
relevant regions
Berlin, Germany
Product Bank Model
Acquire funding Access stable and long-term retail and corporate deposit funding. Choose a funding mix that perfectly matches your assets and currency structure needs. Reduce funding cost, accessing funding from the cheapest markets. Improve your LCR & NSFR ratios with retail quality funding. Take advantage of the full range of Raisin's integration solutions, providing full......
relevant regions
Bath, United Kingdom
Professional and Client Portals
At a glance Our paperless portals No tech team? No problem - Want to operate your own platform, but don’t have an engineering team? Our portals provide the answer. Fast and friction-free - From account creation to illustration, save time and reduce re-keying with our simple, clutter-free interface. Stay on brand - Customise your platform to reflect your......
relevant regions
Portland, OR, United States
Professional Archive
The Professional Archive is a comprehensive and user-friendly compliance platform from Smarsh. Inclusive of capture, archive, supervision and e-discovery capabilities across 80+ communication channels, the Professional Archive delivers unparalleled efficiency at your organization with a single pane of glass solution. Support for new channels is continually being added, so you......
relevant regions
Bozeman, MT, United States
Professional Platform
Professional features: One-time invoicing Recurring auto-billing Unlimited client accounts Multiple advisor accounts Advanced payment settings Customizable invoices, email and client portal Brand with custom logo Access to esignature Access to integrations ...
relevant regions
London, United Kingdom
Projections and Illustrations Software
The Projections and Illustrations Software, via our Unified API Layer, consumes the required inputs and provides projections and illustrations to power customer experiences, statutory illustrations (such as SMPI and MIFID II), reporting and other communications. This feature provides both calculations and PDF reports....
relevant regions
Lausanne, Switzerland
Prospero Mobile App and Web Portal
Provide your relationship managers with a unique sales-marketing digital experience. Prospero Mobile App is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets and web client offer the same accessible interface. Our solution increases the productivity of your client-facing staff by reducing their administrative tasks. It enables......
Indianapolis, IN, United States
Proteus + Advisers
Model Portfolios The ability to methodically construct portfolios of alternative assets that meets both individual and groups of investor’s objectives. Operational Due Diligence Proprietary due diligence has been designed to provide a high level of transparency. Independent oversight provides confidence and peace of mind. Investment Management Tools A full analytical package is complemented by Proteus’......
relevant regions
London, United Kingdom
publiFund
Manage your fund from launch to closure The publiFund platform creates a central hub of data and documents by connecting the whole ecosystem of a fund. This means you can efficiently manage the running of the fund throughout its lifecycle. One stop shop for fund data management publiFund connects you with a wide......
relevant regions
Bear, DE, United States
Pulse
Pulse offers several screens designed to answer most questions about your client’s portfolios. Whether it is a comprehensive look at portfolio performance, tax considerations or asset allocation, the information is ready at your fingertips. Client Servicing and Reporting Pulse offers several screens designed to answer most questions about your client’s portfolios. Whether......
relevant regions
Hong Kong, Hong Kong
Q9 Capital
Dashboard provides a snapshot of all your digital assets View your portfolio balance and asset breakdown, see recent activity and more. Access platform functions with ease including trade, allocate, and withdrawal. Multiple ways to trade 24/7 live streaming executable prices Connect directly to our dealing desk via chat Simple request for quote option Charting and technical analysis Seamless......
Munich, Germany
QPLIX
The platform is accessible, irrespective of space and time. It has many different APIs to collect and consolidate data. Our connections to banks, custodians and accounting systems offer you automatic synchronization of your data. To ensure that your data is safe, it is encrypted and stored in our highly secure......
relevant regions
Torrance, CA, United States
Quik
Quik! is a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. Its technology is simple and easy to use, reducing the time and hassle of paperwork and empowering users to do their best work. Each form is fillable, interactive, secure and signable, allowing......
London, United Kingdom
Qwil Messenger
Our single, global chat app enables participants in any location to engage in branded, professional conversations with their companies whilst meeting the most stringent security and regulatory requirements. Simply swipe between each company's brand space and chat. It's that simple. For mobile and web Qwil Messenger has been designed to work seamlessly......
relevant regions
London, United Kingdom
Refinitiv Digital Investor
Digital capabilities in wealth are already critical, and their importance will continue to rise. Creating a compelling and personalized experience for clients, whether they are self-directed or rely on an advisor, is key to increasing AUM and client retention. Refinitiv Digital Investor delivers a unified view of the investor’s assets across......
relevant regions
London, United Kingdom
Refinitiv Workspace for Wealth Advisors
In highly competitive and rapidly changing markets, wealth advisors are under pressure to find new ways to attract, engage and retain clients. Designed to meet these challenges head-on, Refinitiv Workspace is tailored for wealth advisors, delivering actionable insight in seconds so you can proactively engage clients and are always client-ready. Our new......
relevant regions
Daugavpils, Latvia
Regula Document Reader SDK
Comprehensive ID verification solution for fully automatic reading and authentication of passports, ID cards, driver’s licenses, visas, and other identity documents....
relevant regions
Daugavpils, Latvia
Regula Face SDK
Cross-platform biometric verification solution for a digital identity verification process with liveness detection, face matching and identification....
relevant regions
Pittsburgh, PA, United States
Regulatory
Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates. Proven and trusted - regulatory reporting As the demand for regulatory transparency increases, a scalable and automated reporting solution with extended asset class coverage is necessary to ensure consistent oversight of risk and the ability to quickly respond to......
relevant regions
Basel, Switzerland
Renewable Energy Finance Software
investment valuation and analysis of sensitivities financial performance tracking and portfolio management buying and selling projects on the digital marketplace Products With our products you have everything you need for the financial valuation and management of your renewable energy projects. The greenmatch software is used to plan, manage and market projects within the field......
relevant regions
Melbourne, VIC, Australia
Reporting
Investor Portal Engage with clients the way they want Spend less time on portfolio updates and more on strategy, goals and progress. Give your clients a meaningful way to digitally engage with their wealth management, professionally branded with your logo. Performance Benchmarking Track portfolio performance to client goals, easily Tracking the performance of your client’s......
Auckland, New Zealand
Retirement/KiwiSaver Investment Solution
An intelligent investment and customer management platform that makes it easier to attract and retain the emerging mass market of investors. Provide a mobile-first investment experience to enable clients to interact with and plan their retirement based on their unique goals. Make it easier for your compliance and administration employees to focus......
relevant regions
Melbourne, FL, United States
Revenue Operating System
All seller-buyer interactions - emails, calls, meetings - auto-captured, refined, mapped, and scored to bring you visibility and insight like never before. It's a complete Revenue Operating System you can leverage to analyze and improve performance. AI auto captures seller-buyer activity data AI algorithms scour the buyer engagement activity data–emails, calls, meetings, web......
relevant regions
North Salt Lake, UT, United States
RightBRIDGE Dashboard
Case Activity Statistics Widget This widget provides a quick summary of system activity based on multiple criteria. From different points in this widget a user may click to a case, a case history, or a filtered set of cases in the case explorer. Case Explorer The case explorer presents case data in a......
relevant regions
Pittsburgh, PA, United States
Risk
Integrated risk solution Risk is an integral part of generating returns. Managing and reporting your portfolio risk is critical to ensuring client and regulatory confidence in your investment strategy and internal risk management process. To successfully achieve this, risk needs to be assessed consistently and comparably by both the front and middle......
relevant regions
Singapore, Singapore
RM Based Advisory
With a comprehensive client profiling experience offering a mixture of thematic baskets and active strategies, with the ability to customise portfolios-on-the-go and straight-through-execution and easy onboarding....
Boca Raton, FL, United States
Robo-advisor API
Robo-advisor API is the perfect solution for a robo-advising firm. ETNA robo-advisory API lets alternative investment firms to focus on unique algorithms and user experience without having to implement the trading infrastructure. Place orders across client profiles and execute simultaneously in individual client accounts or trade from a consolidated master account and use our trade allocation module. ETNA's......
Bergen, Norway
Robo Advisory
It comes with a variety of endpoints offering tailored individual saving plans based on risk assessment, an individual investor’s financial situation and investment preferences. The Robo Advisory seeks to support the guidelines defined by the MiFID-II regulations. The solution comes as Quantfolio Robo Advisory App or as a rest-API. It can......
relevant regions
Zurich, Switzerland
ROCKON | IdentON
IdentON enables quick and effective customer identity verification and total compliance with KYC | AML requirements [e.g. MRZ | scanner technology, face comparison and micropayment from a reference account]: ID check Detection of security features Liveness check | facial comparison Optional internal review Top Customer Benefits: 1. Reliable fraud prevention. 2. Maximize conversions | Lower drop-off rates. 3.......
relevant regions
Zurich, Switzerland
ROCKON | MeetON
MeetON is a modular virtual collaboration platform for business professionals. It is a «browser-based solution» that does not require any software installation and offers cutting edge security standards for audio and video conferencing [under Swiss data jurisdiction]. Top Customer Benefits: 1. Swiss standard of security and jurisdiction. 2. Transparency and highest compliance standards. 3. Seamless integration......
relevant regions
Zurich, Switzerland
ROCKON | PayON
PayON is our solution for fully digital transactions of high value goods via an «Escrow Payment» service [>$10,000]. It enables customers to realize frictionless trade relations worldwide and reduce fraud – compliant, cost-effective, fast. PayON ensures a seamless experience end-to-end, covering all necessary functions like: Customer identification and verification Electronic signature Video collaboration Contract management Tracking......
relevant regions
Zurich, Switzerland
ROCKON | SignON
SignON applies the following logic: 1. Identification 2. Verification 3. eSignature 4. Documentation: PDF signing with a qualified signature in [PDF | A-Format]. Attachments are signed as an integral part of the PDF. XML attachment provides means of automatic processing. Visualized eSignature. Top Customer Benefits: Shorten signature turn-around time. Maximize conversions | Lower drop-off rates. Cost effectiveness. ...
relevant regions
Zurich, Switzerland
ROCKON | VidentON
VidentON enables quick and effective customer identity verification and total compliance with KYC | AML requirements: ID check. Detection of security features. Liveness check | facial comparison. Personal identity verification via video. Optional internal review. Top Customer Benefits: 1. Reliable fraud prevention. 2. Maximize conversions | Lower drop-off rates. 3. Swiss data security standard and jurisdiction....
relevant regions
Sister Bay, WI, United States
ROL Advisor
Our software solves the problem of how financial advisors can remain relevant and profitable in a world where investment management is becoming a technology and cost-driven activity that will leave little margin for advisors. We do this by helping advisors reinvent themselves to become life-centered planners, which simply means they put......
Menlo Park, CA, United States
Rowboat Advisors
Riskalyze, a financial technology firm which sells to 20,000+ financial advisors, uses our technology under the hood to power Riskalyze Trading. Here are examples of our features: Direct Indexing combined with tax-loss harvesting, including ESG/SRI filters and tilts Tax-efficient portfolio rebalancing, including evaluating the tradeoffs between efficiency and tracking Tax-efficient portfolio migration with optional......
London, United Kingdom
SaaScada Cloud Native Core Banking Platform
Our core banking engine was born in the cloud. SaaScada uses cloud-native software architecture and infrastructure to deliver: A flexible yet highly scalable ledger system. A refreshingly simple product management approach and plug and play integration framework...
relevant regions
Windsor, CT, United States
Salentica
Investing in a Client Relationship Management (CRM) solution goes beyond managing client data. Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action. Its CRM solutions are integrated with industry-leading technology systems, including custodians, portfolio management, financial planning, form filling,......
relevant regions
Windsor, CT, United States
Salentica Elements
Designed specifically for the unique needs of RIAs, wealth managers, and asset managers. Built to help growing firms deepen client relationships and scale their business. Salentica Elements combines industry-specific features and integrations with the most trusted core CRM concepts and workflows. Leverage our deep domain knowledge to reduce operational risks, increase business......
relevant regions
Windsor, CT, United States
Salentica Engage
Salentica Engage is a highly configurable Client Relationship Management (CRM) platform created to meet the complete needs of advisors and wealth managers. With prebuilt real-time integrations to industry-leading custodians, portfolio management systems and more, advisors can improve the client service they provide while gaining a holistic view of their data. Salentica......
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San Francisco, CA, United States
Sales Cloud
Engage buyers effectively, improve seller productivity, close deals faster, and grow revenue on the most complete sales platform Sell faster with AI Sales AI Sales Engagement Sales Programs Buyer Engagement Sell smarter with data Sales Analytics Revenue Intelligence Sell efficiently on one platform Revenue Lifecycle Management Sales Performance Management Partner Relationship Management ...
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Bangkok, Thailand
Sales Enablement
What is it? Sales and relationship teams at wealth and asset managers, as well as professional service organisations, face significant sales friction with a lack of centralised, easily accessible information on products and solutions. Neither do they have an accessible content library that enables a story-telling approach to customer engagement. GoUpscale’s sales......
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Braintree, MA, United States
SatuitCRM®
SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including institutional asset managers, private equity, wealth managers, hedge funds, and alternative investments....
relevant regions
Braintree, MA, United States
Satuit Investor Portal
The SatuitSIP Secure Investor Portal provides asset management professionals and their investors with secure 24×7 access to account data, documents, and forms. Our software can be easily branded and embedded into your corporate website with no programming or web design skills required....
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Copenhagen, Denmark
SaxoTraderGO
Powerful trading tools A comprehensive range of trading and investing features with a user-friendly interface. Comprehensive account overview Manage your account or analyse performance in detail with our revamped account section. In-depth Research hub Inform your trading with curated research content, including news, SaxoStrats analysis, price data, trade ideas and educational material. Innovative risk-management features Discover unique......
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London, United Kingdom
Search Engine
With our simple rating criteria, our focus at Vadevalor is on the long-term results of fund managers. We are not paid by asset management companies to rate their fund managers, remaining truly independent & unbiased....
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Vancouver, BC, Canada
Search Engine Optimization (SEO)
What to Expect In a one-on-one consultation, our in-house SEO expert will collect core information on your business, including your services, target audience, and key search terms. We’ll then review the status of your site to identify areas for optimization, including site structure and content. Prior to any technical work, you’ll......
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London, United Kingdom
Secondary Market Liquidity
Liquidity events at scale, in your control Provide and control liquidity events for your investors. Our intelligent automation facilitates a liquidity event while completing all the related administrative pain. From verifying new investors, to approving orders, to compliance filings, to updating your securities register and issuing new certificates, and holding payment......
relevant regions
New York, NY, United States
Secondary Trading
The robust features and tools you need Deliver access, liquidity, and transparency for investors in your secondary market. Patent Pending Technology Quotation Bureau & Qualified Matching System White Label Or API Deployment Manage Your Marketplace Monitoring Via A Robust Risk & Surveillance Engine One Partner For End-To-End Support ...
relevant regions
Bath, United Kingdom
Secure Client Web Portal
As a secure, view-only online portal, our secure web is available wherever there is internet connectivity so clients are able to check on their investments at their convenience. The application resizes the display for use on mobiles, tablets and PCs and, by choosing to install the tile on the device,......
Toronto, ON, Canada
Secure Document Delivery
We'll help your front and back offices save significant time and money by improving the way you're delivering monthly statements and important documents to your clients in a secure, easy-to-use Vault....
Columbia, MD, United States
Secure Enterprise Solutions
End-to-End encrypted calling Use the latest, user friendly voice and messaging app technology without exposure to man-in-the-middle attacks. Lock down your communication from end-to-end with military grade encryption security solutions. Our systems have no backdoor policy which makes access to information virtually impossible. Built in secure messaging Message redaction Messages are automatically deleted from......
relevant regions
Basel, Switzerland
Secure Messenger
Unblu Secure Messenger helps banks to provide the WhatsApp texting experience whilst remaining compliant. Designed to meet the needs of a secure and compliant relationship manager (RM)/ client conversation and collaboration session, it can be easily integrated into mobile native or browser-based applications. Unblu Secure Messenger provides the same kind......
relevant regions
Zurich, Switzerland
Security Suite
In a digitalized environment, it is hard to find security and authentication solutions that are both sophisticated and easy to use. The ti&m security suite covers all digital authentication and authorization requirements with flexible modules in a single product. We guarantee maximum usability and the highest security across all channels. Our......
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Washington, DC, United States
Securrency Interoperating System
What we call the Securrency Interoperating System, is an open framework of services and interfaces designed to enable seamless integration of emerging DLT capabilities and existing banking and exchange infrastructure. It is underpinned by three important capabilities: Securrency Identity™ High reliability identity verification, authentication, and authorization for individuals and entities. Combining Know......
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London, United Kingdom
Self-Directed Solutions
Capturing the direct channel opportunity The wealth management industry has undergone significant transformation, largely driven by technology modernization and passive investment options. Today’s end-investors face many choices for their savings and investing needs, including digital-only financial planning. By providing a self-directed option, established financial institutions can create a new channel to reach......
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San Francisco, CA, United States
Service Cloud
Start your AI and data journey with Einstein 1 Service and Field Service Deliver personalized support from self-service to the contact center to the field at scale with trusted AI and data. Bring every support process onto the Einstein 1 Platform with Service Cloud and Field Service so you can decrease costs and......
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London, United Kingdom
Sesame
Sesame is a next-generation secure technology platform that is powerful and simple to use and centralises all investment data from any source and of any type, including public and private assets. Sesame has been developed with intelligent tools for easy navigation into the complexities of investment portfolios, with sophisticated analysis,......
relevant regions
London, United Kingdom
Sharegain
Our customers appreciate making their assets work harder for them and benefiting from an additional source of income, whether the market is up or down. Yours will too. Securities lending simplified - We manage and monitor the complete life-cycle of your loans and the supporting collateral obligations. Our automated solution can accommodate......
relevant regions
Zug, Switzerland
Sharekey
App-to-App Encryption The full app containing all your data is heavily encrypted with your own key. It allows you to create a private connection — like a VPN — between you and your contacts to collaborate securely. This is called App-to-App Encryption. Nobody else can access your data nor can track your......
relevant regions
Basingstoke, United Kingdom
Shark Software
Everything you need to create customer specific, ROI-based business cases for your solutions and services. It's easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in your solution. Shark software is used by pre-sales, sales, value teams and customer success to ensure......
relevant regions
Stockholm, Sweden
SharpFin for Asset Managers
Don't stand the risk of losing business entirely or being stuck in a non-profit waste land....
relevant regions
Stockholm, Sweden
SharpFin for Financial and Pension Advisor
Sharpfin helps pension and insurance companies to improve efficiency in their client meetings with up to 75% per meeting compared to previous solutions. Our offering includes: a completely digital advisory process full electronic traceability a complete set of documentation automatically generated and branded in yourcorporate identity, and integration with electronic signatures via Scrive enabling you......
relevant regions
Toronto, ON, Canada
ShelfMonitor
Stay on top of material changes on your shelf with custom monitoring and alerts that give you the information you need, when you need it. ShelfMonitor scans investment products for changes such as sales and fees, management information, product suitability and risk. Identify material change as soon as it happens Filter and......
relevant regions
Toronto, ON, Canada
SideDrawer
You have more stuff than you think. It can be daunting to organize all your financial documents, assets, identity and important everyday life documents. Thinking about how to securely store and share your information, track who it is shared with, and trying to gather and manage all your information from......
relevant regions
Newport Beach, CA, United States
SigDev
One platform, all critical crypto updates SigDev tracks real-time updates from over 5,000 unique primary sources in multiple languages, including token issuer blogs, regulatory rulings, exchange APIs, press releases, SEC filings, and more. Our proprietary SigDev engine ingests this data and automatically categorizes it with tags (e.g., “Ethereum Classic” and “51%......
relevant regions
San Francisco, CA, United States
Sigma
Instant answers powered by SQL We built Stripe Sigma to help businesses quickly analyse their Stripe data and to enable teams to get faster business insights. Know your company With structured access to your data, you can identify which customers are least likely to churn this year, look up which geographies contribute the most revenue,......
relevant regions
Detroit, MI, United States
Signal Advisors Platform
We are bringing everything together In the advisory world, keeping track of the tools that support your business can be difficult and time-consuming. At Signal Advisors, we bring all of these together for you to access in one centralized place. Truepay - get paid in 1 day We know managing cash flow in......
relevant regions
Acton, MA, United States
Signal Archiver
Capture and archive Signal messages App on iOS or Android phone that looks and works exactly like the standard Signal application Capture and archive Signal messages App on iOS or Android phone that looks and works exactly like the standard Signal application Captures all messages including text, multimedia communication and files The App forwards a......
relevant regions
Orange, CA, United States
Simple Compliance Calendar
Simple Compliance Calendar is a solution to automate and remind you what compliance tasks are due each month. Our simple interface tells you what is due, waiting for more information, and past due. Your one-page dashboard gives you a quick snapshot in seconds. Your Simple Compliance Calendar will allow you to......
relevant regions
Orange, CA, United States
Simple Compliance Portal
Simple Compliance Portal gives firms a dashboard for their compliance and executive teams, combining the power of our Simple Compliance Calendar and online data gathering tools. Whatever information you need to collect, we provide a solution that includes workflows, route requests, approvals and acknowledgements to your team members. Pricing is simple as it consists......
relevant regions
Orange, CA, United States
Simple Email Archive
If you are looking for an email archiving solution that just works, ask us about our secure SEC and FINRA compliant solution. Built for compliance teams Simple everything SEC 17a-4(f) and FINRA 2210 compliant Tech stuff for your IT team ...
relevant regions
Brighton East, VIC, Australia
SimpleFund360
Empowering SMSF professionals Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Artificial Intelligence Work smarter, faster and with more accuracy with Simple Fund 360’s artificial intelligence powered smart transaction matching and review technology. BGL SmartDocs Quickly turn your SMSF paperwork into usable, digital data......
relevant regions
Baar, Switzerland
Single Family Offices
Always being on top of the family’s total wealth situation and underlying performances including fees paid and commissions takes a lot of resources. And this work is only the basis for all important and necessary strategic discussions and decisions that follow. The Altoo Wealth Platform can support you and your family office......
San Francisco, CA, United States
Sitecore Experience Platform
A powerful content management system (CMS) is just the start. Sitecore Experience Platform (XP) also combines customer data, analytics, and marketing automation capabilities to nurture customers throughout their journey with personalized content in real-time, across any channel. Create unmatched customer experiences with Sitecore XP One platform to manage personalized content delivery across channels and......
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New York, NY, United States
Six Trees Capital
Based in New York City, Six Trees Capital LLC is managed by Gary E. Zimmerman, a former investment banker who was inspired by the financial crisis to create a system that could help investors keep their cash safe while earning superior returns. Mr. Zimmerman takes counsel from a strategic advisory......
Herndon, VA, United States
Skience Client Portal
Meet the demands of an increasingly tech-centric client base with this collaboration center for creating and discussing information about financial accounts....
Singapore, Singapore
Skyhook DAWN
Skyhook Capital has launched the first marketplace for digital assets with full integration into conventional investment product distribution networks. Skyhook’s Digital Assets Wealth Network (Skyhook DAWN) provides a single connection point on the cloud for conventional e-wealth and digital banking channels to access digital securities and services over distributed ledger technology. As......
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New York, NY, United States
SmartAdvisor
We’re your organic growth partner Spend less time prospecting and more time advising. SmartAdvisor helped advisors raise more than US$5.2 billion in new assets in 2019 alone. SmartAdvisor helps qualified financial advisors build meaningful relationships directly with validated consumers who are actively searching for financial advice. And now advisors can connect directly with local prospects......
relevant regions
Winnersh, United Kingdom
SmartBanker
Discover the benefits of SmartBanker Improved targeting - Segment your target market based on the attributes of your most profitable customers. Identify businesses that will benefit from your banking services, maximising your chance of success. Personalised engagement - Gain insights into customer behaviour and industry trends to tailor your approach. Meet unique needs,......
relevant regions
Winnersh, United Kingdom
SmartBroker
Discover the benefits of SmartBroker Client acquisition at scale - Get a complete view of the markets that matter to you, segmented by the attributes of your most profitable clients. Data-driven insights to tailor outreach - Receive insights about key changes to your prospects and clients, allowing you to provide relevant support and guidance,......
relevant regions
London, United Kingdom
SmartCOMM
SmartCOMM helps enterprises deliver personalized, interactive communications via customers' preferred channels—and does so at tremendous scale. Designed for the business user, SmartCOMM helps to simplify and standardize processes leading to improved internal efficiency and increasing ROI. Increase customer satisfaction with communications that are highly-personal, on-brand and contextually relevant, delivered to the channels......
relevant regions
London, United Kingdom
SmartIQ
Digital Forms Transformation Software Can Make Your Business SMARTER Static fillable PDF and web forms are dinosaurs in today’s digital-first world. It’s time to transform traditional forms-based processes into intelligent, conversational user experiences. Attract customers – and keep them loyal – by delivering seamless, mobile-friendly, guided interactions while also streamlining internal......
Singapore, Singapore
Smartkarma
What is Smartkarma? Smartkarma is a fully digital and cloud based platform with a full suite of tools enabling a large community of analysts and other professionals to create digitally native, interactive research content, share ideas, collaborate on research projects, and discuss their opinions in real time. Via personalised logins, clients are......
relevant regions
Winnersh, United Kingdom
SmartOnboard
Discover the benefits of SmartOnboard Reduce manual effort and costs - Surface actionable insights from multiple data sources through a single platform to save time and lower costs. Spot risks sooner - Quickly view full company profiles and risk flags to identify onboarding challenges before you establish a business relationship. Stay on top of compliance......
relevant regions
Hong Kong, China
Smart Watchlist
With Smart Watchlist, stocks you add will automatically display signals and events you set for the entire list. No need to click through checking each stock day after day. Monitoring Your List Easily see how many stocks in your watchlist are up, down or unchanged for the day. For each stock, information......
relevant regions
Delémont, Switzerland
SMAT
Smat's goal is to provide them with the necessary tools to improve investment in the class of alternative assets and to enable dynamic portfolio management....
relevant regions
Kansas City, MO, United States
Smile
No smartphone required ZOLOZ Smile uses a camera in the self-service machine, whether it is a kiosk, vending machine, monitor or other device, to scan the customer’s face and match it against an existing profile (such as an Alipay profile). It combines face recognition with advanced anti-spoof technology to provide financial......
Sydney, NSW, Australia
SMSF
Macrovue helps SMSF trustees access domestic and international markets through our intuitive investment platform. You can invest directly in individual shares and ETFs, or you can invest in our professionally researched share portfolios – called Vues. Why SMSFs need to consider international equities Growth Achieve your investment objectives by investing in growth-orientated companies,......
relevant regions
Austin, TX, United States
Snapshot
Make sure that you're on track to achieve your goals Interactive dashboard See a high-level, visual representation of where you are versus where you've planned to be. Account-by-account breakdown Easily find out which accounts are performing like rock stars - and which have hit rock-bottom....
relevant regions
Spotswood, VIC, Australia
Socialisd
Are you a financial adviser? Are you a financial planner looking to engage more with your clients? Don't you have the time or resources to create content yourself, but want to invest in quality content? Look no further, It's all done for you. Are you an accountant? Want to educate your clients about the range......
relevant regions
Dublin, Ireland
Solgari
The business communications solution for organisations with demanding, multi-channel needs. Voice Tier-1, crystal clear, call quality, regardless of channel. Video One-click, HD, video collaboration through the browser. SMS Fully integrated, compliant SMS. 2-way, automated & bulk. Chat Integrated, feature rich, compliant. 1-click to voice or video. Fax Efficient solution working to the needs of your business & industry. Social Media All messages captured......
Tel-Aviv, Israel
Solutions for Distributors
How Futora helps you reach and better service clients Futora enables any financial institution to access structured products with a click of a button so they can offer bespoke investments to their clients. Futora is an end-to-end solution covering all aspects of the investment product lifecycle, including access to liquidity partners,......
relevant regions
Tel-Aviv, Israel
Solutions for the Buy Side
Marketing collateral and advice is useful, but results dramatically improve as a result of thorough analysis. Access to structured investments such as autocallable notes or participation notes must be straightforward and cost-effective to reduce friction for investors. Unfortunately, platforms delivering efficient analysis and execution are hard to find and expensive to......
Sydney, NSW, Australia
SonataWeb
It is suitable across multiple business lines including superannuation and pensions, wrap, investment products and life insurance. SonataWeb supports real-time, straight through processing, integrated data and account services for all wealth management channels – employer, member, investor and advisor. Accessible anytime, anywhere, from a range of devices – including laptop, tablet......
San Francisco, CA, United States
Sora
83% of clients expect their financial advisor to provide debt management... Only 3% of advisors deliver. Let Sora Finance bring your financial advisory to the next level. Sora is the debt expert. You are the client superhero. Extensive advisor dashboard - Quickly scan clients’ liabilities, refinance and new loan opportunities, and credit health. Automated reports......
relevant regions
San Francisco, CA, United States
Source
Collaborate with everyone in your life across the globe. With granular permissions connect trusted sources, teams, and family to ensure everyone has appropriate access to the information they need. Source provides a secure, single point of access to important information across family operations. The familyʼs trusted professionals can collaborate and communicate......
relevant regions
London, United Kingdom
Sphere
The problem Market complexity grows every day. Is your portfolio ready? 84%* Today, an investment professional's main challenge is to sift through data and face market complexity to make clear and informed decisions. Traditional approaches fall short in adapting to market dynamics and delivering forward-looking insights. *Percentage of institutional investors seeking to integrate AI in their......
relevant regions
London, United Kingdom
Sprout For Advisers
Stand out in the market Partner with Sprout to gain a distinct competitive advantage over your competitors who are not offering venture capital funds to customers. Rigorous due diligence Sprout’s experienced team takes the legwork out of fund due diligence, undertaking a rigorous selection process and curating a selection of top-tier fund opportunities......
relevant regions
Exton, PA, United States
SSG Digital Platform
Flexible by besign From quote to commission, customer relations, retention and beyond – our platform is designed with your customers’ experience at the forefront. For over two decades, we’ve been collaborating and consulting with hundreds of industry professionals with the vision of creating a complete end-to-end platform. SSG Digital is the definition......
relevant regions
Zug, Switzerland
Stableton
Marketplace for alternative investments Easy access One-stop-shop for alternative investments. Tailored portfolio. Seamless investment experience Unique opportunities Top-tier partners. Benefit from specialist knowledge Performance Benefit from access to superior strategies. Generate true absolute returns Measurable impact Make investments with a measurable impact, not only for your portfolio but also for the environment ...
relevant regions
Hong Kong, China
Stock 360
Are your users mostly short term traders? Create a page using widgets such as intraday charts, market depth and news focusing on price action and events. Are your users buy and hold investors looking for value stocks or high dividends? Use our financial reports and earnings graphs so they can......
relevant regions
Bengaluru, KA, India
Stockal for Business
Benefits of a Stockal partnership Easy integration with a robust platform with the flexibility you need Used by thousands of people - Stockal is used by thousands of investors to execute US$40 million+ in transactions every month Flexible pricing capability - Configure pricing the way you want. Keep it zero, charge flat fees or make......
relevant regions
Tel Aviv, Israel
Stock Forecast Algorithm
Based on the relationships and the latest market data, the algorithm calculates its forecasts. Since the algorithm learns from its previous forecasts and is continuously adapting the relationships, it adapts quickly to changing market situations. The I Know First Market Prediction System models and predicts the flow of money between the......
relevant regions
Hong Kong, China
Stock Insights
Technical Summary Is the stock a Buy, Sell or Hold? We analyze a stock’s price movement based on a basket of technical indicators to derive an aggregated assessment. Technical Signals Stocks are monitored for our technical indicators and display when a buy or sell signal has occurred. For example, when a stock’s RSI......
relevant regions
Hong Kong, China
Stock Quote
Whether users just want to check their stocks on-the-go or do in-depth analysis at their desk, our stock quotes can be adapted for a minimal layout with just enough information or a detailed quote that gives everything an investor needs to make an informed decision. Tailored for Any Market Data layout and......
relevant regions
Hong Kong, China
Stock Ratings
Company Score Detailed company score reports by professional analysts with business summaries as well as peer comparison based on component scores. Score Rankings Monitor Component Score rankings to find investment opportunities. Find top ten stocks for every aspect such as Earnings, Fundamentals, Performance, Risk, Valuation etc. Broker Ratings Get the latest aggregated Broker Recommendation. See......
relevant regions
Hong Kong, China
Stock Screener
Select by country, stock exchange, sector or market cap. Or just want to see all stocks in the S&P500? You can filter by index constituents as well to make your search manageable. Detailed Criteria Choose from over 130 criteria covering both technical and fundamental data fields as well as events, scores and......
relevant regions
West Chester, PA, United States
STP BluePrint: Investor Portal
STP Investor Dashboard STP’s powerful Investor Dashboard provides clients with cloud-based access to account level information. Document Retrieval STP’s Investor Dashboard contains a document repository that securely exposes all client statement and reports....
relevant regions
Miami, FL, United States
Strands Personal Financial Management (PFM)
Strands Personal Financial Management (PFM) is an award-winning personal finance application that drives engagement between banks and their customers. Strands PFM helps customers understand their financial situation and makes financial decision-making simpler, faster and more intuitive. ...
Hong Kong, China
Streaming API
Regional Streaming API The Regional Streaming API aims at providing a single streaming API that covers multiple exchanges and seamless integration with regional client usage with various connectivity options. Ease of integration The Multi-Site support allows the same streaming API to be used across regional implementations. It reduces the complexity to set up......
relevant regions
Stockholm, Sweden
Strivr
We set out to build a tool that solves the problem of how to manage your day-to-day operations. Much has happened in the Financial Industry when it comes to technology, however, most Operations still rely on keeping track of their work and how to do it by using multiple spreadsheet......
relevant regions
London, United Kingdom
Studio
Why Studio? Kurtosys experience studio contains a vast library of apps and modules, helping you create customized, sophisticated financial experiences with no coding. From document distribution portals to custom reporting components for automated docs, Studio enables rapid delivery of your next website, portal, or document automation project. Grow revenue Studio modules keep you on the cutting edge of client......
St. Louis Park, MN, United States
SuccessPro™
SuccessPro™, our online advisor success suite, provides planning resources and tactics to help you drive advisor performance. It is flexible and customizable. It leverages your existing content and programs, making it easier to meet your goals. It allows field leaders to promote accountability, and it supports advisors’ growing desire for......
relevant regions
Charlotte, NC, United States
Summitas Platform
Change the dynamics between you and your clients Now you can deliver a virtual office with anytime, anywhere access from all mobile and computing devices. Ensure privacy, share and protect vital information, and create a focal point for family and office communication through an array of customizable modules that lead to......
relevant regions
London, United Kingdom
Supermoney
What is distributed ledger technology? Since ancient times, ledgers have been at the heart of economic transactions – to record contracts, payments or movement of assets and property. Today, with the advent of distributed ledger technology, the information stored on computers is moving towards much higher forms which is cryptographically secured,......
relevant regions
Amsterdam, Netherlands
Surfly
Surfly is a universal co-browsing technology that helps leading organizations across many different industries to visually engage and collaborate online. Surfly's co-browsing technology is powerful but easy to use. Without requiring downloads or installation you can view the web-browser of a customer on any website or web application in real-time. We......
relevant regions
London, United Kingdom
Surveillance
Any channel, anywhere~ Supervise every channel, as standard The smarter way to monitor communications and mitigate risk. Vital evidence and insights are missed from monitoring phone calls, emails and chats separately. Detect signs of market abuse or misconduct by combining your voice and electronic communications surveillance to clearly track and monitor your workforce’......
relevant regions
New York, NY, United States
Symphony
Symphony combines conventional chat, voice, and video conferencing onto one platform. Conversations On Symphony, just click a button to start a message. Chat directly with one or many people inside and outside your company. Rooms Stay connected with other team members in an online workspace with persistent messaging, file exchange, live screen share and......
relevant regions
Whiteley, United Kingdom
Synaptic Webline
Everyone agrees that the retirement map has been entirely redrawn with the government’s budget announcements regarding pensions and annuities. Some might think that annuities Armageddon had arrived (there are predictions that up to 90% of the market may disappear). However, the annuity purchase (if not compulsory) must still exist within......
relevant regions
Whiteley, United Kingdom
Synaptic Webline Protection
The portal was designed in the late 1990’s by financial advisers who foresaw that the Internet could be used to obtain and present comparative quotes from providers and an IT expert from IBM who had the technical know-how to build out their vision. Their legacy is to be found in......
relevant regions
Seattle, WA, United States
Tamarac CRM
In a socially connected world, it has never been more important for advisors to deliver differentiated client experiences. Tamarac CRM helps advisors do just that. With a user interface that is simple and intuitive, actionable intelligence at your fingertips, and an easy connection to people, Tamarac CRM makes work personal......
relevant regions
Seattle, WA, United States
Tamarac Reporting
For performance, holdings, transactions, composites, and business intelligence reporting, Tamarac Reporting provides the flexibility to customize information to meet the specific needs of your firm. Tamarac is also a leader in data quality, giving your firm the confidence to stand behind the numbers. Customizable Dashboard Data is only useful if it’s easy......
relevant regions
London, United Kingdom
Tapico
What we offer Tapico creates technology to help you give your customers the experience you want them to have. Integration Our API enables you to define and target the data and actions that add value to you and your customers. Consent Management Our API makes it simple for your customers to control what data they......
relevant regions
Geneva, Switzerland
Taurus Capital
Turn private assets into digital assets All types of tokenised assets. Tokenised assets: proprietary or external Equity, debt, structured products, commodities, alternative assets and NFTs (e.g., art, music rights). Securities issued by yourself or already issued by your clients. Generic contracts: no limit Able to issue, detect and process any type of smart contract on......
relevant regions
Geneva, Switzerland
Taurus Explorer
In real time transfer assets, monitor wallets 1 unified API, 10+ blockchains, SLA 99%+ Expand your blockchain technology coverage instantly. Risk management and reporting automation Perform analysis per counterparty, see risk exposure and set-up alerts. GDPR compliant, ISAE3402 Type II, Swiss-cloud Cover all regulatory requirements....
relevant regions
Geneva, Switzerland
Taurus Protect
Patent-pending HSM and MPC technology Unrivalled technology Defense in-depth security Hardware + software + fraud detection. ISAE 3402 Type II audited. Large choice of use cases Staking for crypto, asset servicing for tokenised securities. Rapid integration, flexible deployment < 10 days of integration. On premise, SaaS, or hybrid...
relevant regions
San Francisco, CA, United States
Tax
Don’t let taxes hold you back Internet businesses are required to collect taxes in over 130 countries and in most US states. Staying compliant can be challenging, especially as your business scales. Tax rules and rates change constantly and vary based on what and where you sell. If you ignore these......
relevant regions
Dallas, TX, United States
Tax Data API
With this API you can request taxpayer consent (via TaxStatus or building flow internally), view all taxpayer data (official income, levy, liens, filings, etc.), monitor the IRS for changes to accounts, and download official IRS tax transcripts. Many of the API methods are asynchronous because they may start a long-running process.......
relevant regions
Dallas, TX, United States
TaxStatus
Know what the IRS knows with the press of a button. Insights - IRS Health Check Know where you or your client stands with the IRS with actionable, personalized data and insights. IRS Records - Digital Tax Records With the press of a button, securely and instantly share records with your advisors, banks, lender, and tax professionals. Monitoring......
relevant regions
Mumbai, India
TCS BaNCS™
Challenge Today’s customers are demanding more transparency and a wider array of products while managing their wealth. Wealth managers and wealth management firms, will also have to tackle challenges related to pricing and keep an eye on costs. Plus, complying with regulations can get in the way of profitability. A wealth......
relevant regions
Mumbai, India
TCS Conversa™
Challenge While artificial intelligence has the potential to transform customer experience and improve business operations, most enterprises are yet to leverage it optimally. Even though Chatbots are being used as basic FAQ engines they are unable to process complex queries, multilingual requirements, and culture-specific approaches. Companies need powerful, next-gen bots to......
relevant regions
Mumbai, India
TCS Customer Experience Management Suite
Challenge BFSI enterprises are striving to transform their customer service capabilities, upgrading from legacy contact center models relying primarily on voice. This will help financial services firms lower call volumes, thereby reducing service costs. Firms also need to take note of the increasing demand for self-serve options, which may become the......
relevant regions
Mumbai, India
TCS Digital Mortgage Services
Challenge Growing costs and stringent regulations, and increasingly digital-savvy customer base have pushed the traditional mortgage lenders to explore new business models. Consequently, mortgage firms are looking for strategic partners to drive profitable, efficient operations, boost speed to market and meet the expectations of technology-savvy and financially educated customers. Solution TCS Digital Mortgage......
relevant regions
Mumbai, India
TCS Digital Onboarding
Challenge Sales teams and expansion efforts at non-banking financial companies are bottlenecked by the absence of robust digital onboarding systems. As top players deploy smart solutions to tackle increasingly complex and newer challenges of today’s business conditions, their sales and service teams are setting up new standards for customer expectations. Disruptive......
relevant regions
Mumbai, India
TCS Tran$form©
Challenge With the advent of digitization, BFSI organizations are increasingly facing issues such as rapidly evolving customer expectations, rising operating costs, and emerging technology-enabled competitors. Undertaking large-scale digital transformation to tackle these challenges often tends to obstruct the day-to-day operations. Also, the lack of in-house digital talent and synchronization between digitization......
relevant regions
London, United Kingdom
Technology
We've invested heavily in modern, scalable and flexible technology to provide a future-proof platform for our client partners. Through the Multrees Compass portal, we provide online transaction and reporting, with a fully automated settlement process. Your personal and branded digital portal, for an enhanced delivery experience for your customers. Technology provision can include......
Madrid, Spain
TechRules Fund Solutions
Flexibility and adaptation to legal requirements in fund factsheet generation. Our advanced and comprehensive Fund Solutions is designed to manage all figures, data, reports and needs for investment funds. This financial solution provides tools to manage different data sources and obtain accurate reports complying with the legal requirements. The system......
relevant regions
Chicago, IL, United States
Tegus Compliance
Ensuring Safe and Secure Research Practice When it comes to compliance, we’re unreasonably good at preventing and detecting any potential risks or violations. Our compliance leadership team boasts more than 20+ years of experience working for regulators, including at the SEC, FINRA, and European regulators - and those leaders have a......
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Acton, MA, United States
Telegram Archiver
Capture and archive Telegram messages App on iOS or Android phone that looks and works exactly like the standard Telegram application Capture and archive Telegram messages App on iOS or Android phone that looks and works exactly like the standard Telegram application Captures all messages including text, multimedia communication and files The App forwards a......
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New York, NY, United States
Templum One
Templum is making investing in alternatives as easy and ubiquitous as buying public stocks The only patent-pending secure ecosystem that connects issuers, investors, custodians, transfer agents and other market participants to facilitate access to high-quality alternatives and private securities across a broad range of investors Trailblazing Alts for the Buy-Side & Investors For......
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London, United Kingdom
The Abaka Platform
The Next Best Action Next Best Action is a proven AI-recommendation engine in production with global banks and insurers, constantly learning from our vast ecosystem of clients, customer data and financial products. It addresses the need for delivering personalized customer life journeys with beautiful omnichannel digital experiences. Data Ecosystem By combining user’s behavioral data,......
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Perth, WA, Australia
The Asgard platform
By choosing Asgard, we enable you to concentrate on giving your clients great advice. How? By taking the pain out of administering your clients' accounts through the use of AdviserNET, our award winning portfolio management solution. And because our range of products caters for all your clients' investment needs from......
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Stamford, CT, United States
The Asset Vantage Engine
Single family office The Asset Vantage platform is designed to give U-HNW families ultra-high visibility into their complex investment portfolios, equipping them to make insightful and better-informed decisions. Our platform provides instant access to performance reporting, a full general ledger and a secure document vault enabling a consolidated view of a......
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Port Alberni, BC, Canada
The Big Picture
The Big Picture is web-based software that helps financial advisors build trust with investors by evaluating their down-market preparedness. The software reconstructs the investment experience of nearly one thousand retirees, each retiring on the first of the month from January 1926 onward. Would their portfolio have survived history’s worst conditions, such as......
Newcastle upon Tyne, United Kingdom
The Cascade Service
Our extensive rates dataset is updated everyday and this allows for all users to obtain up-to-date rates within their bespoke chosen parameters. The transparent and bespoke cash illustration demonstrates how a client’s cash can be allocated across different time periods and institutions to obtain the best protection for their capital......
London, United Kingdom
The Conversation Cloud™
Today’s customers are demanding more access, more choices and more control over the relationships they have with the companies they do business with. The Conversation Cloud was built to facilitate those conversations – to make them SMARTER – and to do it at enterprise scale. Its key capabilities – Collect,......
relevant regions
Burlington, MA, United States
The Conversation Hub
During the meeting Everything you need at your fingertips An easy to use meeting interface that maintains client focus No need to juggle different systems during the meeting All meeting information effortlessly captured and shared with existing systems Safeguard your clients Meeting preparation Easily design your visual meeting flow Choose from libraries of meetings templates Set customized agendas Personalize every......
Amsterdam, Netherlands
The Engagement Banking Platform
Today's private banking clients expect the perfect blend of digital and personal. With Backbase, you can deliver superior experiences and exceptional service on any channel. You'll get ahead of client expectations and become the go-to provider for all their financial needs. The result? A high tech, high touch banking experience......
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Melbourne, VIC, Australia
The Exchange
The Exchange is award-winning software providing the ability to research, quote and compare clients’ protection and retirement needs quickly and easily. It generates real-time quotes in seconds and applications are automatically pre-populated with client data—so it's easy to apply online at the touch of a button. The system is supported......
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Toronto, ON, Canada
The Horizn Platform
The platform extends across the full bank ecosystem Horizn’s employee, in-branch and customer direct platforms are specifically designed to support customer digital readiness across all channels. Horizn helps banks distribute product knowledge with employees, digital ambassadors, hip-to-hip with customers in-branch, in call centers, direct to customers online, and within marketing activities. Digital readiness across all......
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Cupertino, CA, United States
The Moxo Secure Message Center Solution
Completely configurable Moxtra’s SMC can be configured to the workflow needs of business across a variety of industries. Today, the SMC powers customer engagement and collaboration in the retail banking, wealth management, and insurance verticals for several financial institutions around the world. Deployment is flexible with hybrid, private cloud and on-premise......
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London, United Kingdom
The Toqio Platform
One system that does absolutely everything you need it to do Craft your solution, administer it, add a-la-carte features, integrate with your CRM, build your own modules - and that’s just the beginning! Select from our trusted providers for core functions We’ve partnered with several fully compliant and licensed BaaS providers to offer......
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Chandler, AZ, United States
Thomas Gold Solutions
In 2010, Steve Goldstein teamed with partner Brooke Thomas to purchase Cravens & Associates and form Thomas Gold Solutions. Steve and Brooke continuously develop software solutions, with an eye on the simplicity necessary to generate both advisor and client understanding. Our goal from day one has been to provide you with......
Boulder, CO, United States
TIFIN AG
We use a combination of advanced algos to help wealth enterprises answer specific questions to drive net new assets. TIFIN AG helps wealth managers drive new asset growth with precision intelligence and actionability. We partner with growth-oriented wealth enterprises to identify client acquisition, expansion, and retention opportunities. Our solutions include: Prioritize Prospects -......
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Boulder, CO, United States
TIFIN Give
For Wealth The intelligent, easy-to-use platform allows wealth enterprises to position themselves at the center of clients’ philanthropic planning like never before, driving multi-generational charitable impact and providing key tax benefits. For Workplace Workplace giving is at an all-time high… and social responsibility is the new norm. TIFIN Give for Workplace allows employers......
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Zurich, Switzerland
ti&m Digital Onboarding
Be ready whenever your users are. Create a frictionless, user-centric onboarding experience. Accessible any time of day with instant verification thanks to our AI-driven onboarding and identification solution. ...
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Basildon, United Kingdom
Timeline App
Timeline is a web app. It works on any browser, on any device! No download required. Timeline app isn’t a crystal ball. It uses extensive academic research, historical returns and mortality data to assess how a retirement strategy might fare under various market conditions....
Zurich, Switzerland
ti&m Places
Modern Workplace Management for Microsoft Teams The hybrid workplace is on the rise. While workspaces used to be fixed, almost like a second home, many employees today have set up a functional workspace at home. The only reason to go to the office is for meetings and specific project days. For......
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Luxembourg, Luxembourg
Titanbay Platform
Founded by a group of private equity professionals, asset managers, and technologists, our mission is to create the world’s leading platform for private market capital, elevating the investor experience via optimal systems. Titanbay is a digital platform enabling private and institutional investors to thoughtfully invest in top tier private equity funds.......
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London, United Kingdom
Token Bankpay
Token BankPay provides one interface to all banks for highly secure, frictionless and lower cost payments. Payments can be requested directly from a customer’s bank account, either by going through a PSP or by going directly to the bank over FPS, SEPA or other push payment rail. Storing customer or......
relevant regions
London, United Kingdom
Token Connect
New open banking propositions Unlike other solutions, Token’s single account aggregation API connects banks to banks, and developers to banks, providing a simple and quick way to deliver both data aggregation and payment solutions. Banks and developers that leverage open banking to provide a frictionless customer experience will be better positioned......
relevant regions
London, United Kingdom
Token PSD2 Compliance
Token PSD2 is a SaaS solution addressing the difficult and mundane tasks of compliance while allowing banks to focus on new open banking opportunities. It is the only solution that fully meets PSD2 requirements, including the Regulatory Technical Standards (RTS) for Strong Customer Authentication (SCA) and common and secure open standards of communication. Benefits Token PSD2 is......
relevant regions
London, United Kingdom
Token X
Token X is the first stablecoin designed for payments. Consumers, banks and businesses can capitalise on distributed ledger functionality with a regulatory compliant solution and no exposure to market volatility. Token X is the only stablecoin that combines high security and usability to deliver low cost, instant payment execution. Token X is......
relevant regions
Zurich, Switzerland
ToPay Digital Payment Service Hub
For today’s world of e-commerce and “mobile first”, payment card issuers need to offer more than just plastic. Digital payments are demanded everywhere: In web shops and in apps, using the ubiquitous mobile phone, tablet or desktop computer, or when paying with mobile devices in stores, or for person-to-person transfers. Thanks......
relevant regions
Zug, Switzerland
Topaz Platform
A digital engagement layer for interaction across web & mobile, eliminating the need for multiple application-specific portals. Putting the client at the center Deployed by Topaz or within your own hosted or on-premise environment, the platform integrates with in-house data sources and systems, replacing or enhancing existing legacy and point solution investments. Topaz......
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Toronto, ON, Canada
TouchPoints™
Start conversations in real time by sending or receiving TouchPoints™. Gather contextual data on clients’ financial and life events through a seamless mobile experience. Timeline Showcase and measure the value of advice that’s not shown on investment statements. Track events in real time to get a complete picture of your clients’ financial......
relevant regions
Madrid, Spain
Tower
Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and clients bringing confidence and retaining......
relevant regions
London, United Kingdom
TR Accuracy
The output is easy to understand with links back to the original ESMA texts and granularity down to every field of every record. Automated data quality validation. Processes 100K records in just 2 minutes. EMIR & MIFIR Reporting Links back to the regulatory text. User configurable solution. Validation against market data (LEI, ISIN, FIRDS, CFI, Etc) ...
relevant regions
Charlotte, NC, United States
Tradier
Tradier, Inc., is an industry leader in providing next generation brokerage solutions that enable platform providers and developers, digital advisors, registered investment advisors and registered broker-dealers to offer trading access to the US markets through its bundled APIs from their platforms. Tradier is the first brokerage API company and its......
Stavanger, Norway
Trading
A connectivity API solution for online trading Huddlestock Trader is integration-ready with leading core banking systems, for direct access to capital markets. Easily integrated as a standalone trading component A base for a self-directed trading app A building block to a full-service Brokerage-as-a-Service offering ...
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San Francisco, CA, United States
Transactions
Comprehensive data Retrieve 5+ years of transaction data, including merchant and category information Continuous transaction updates Stay up-to-date by receiving notifications via a webhook whenever there are new transactions associated with linked accounts Open Banking/PSD2 integrations Plaid’s integrations are Open Banking and PSD2 compliant, delivering secure and reliable access to the UK and European financial......
Minneapolis, MN, United States
Transaction Security
Entrust IdentityGuard and Entrust TransactionGuard provide a full portfolio of solutions to meet your needs. This includes an authentication platform that supports an array of secure, convenient and easy-to-use authentication devices and the ability to actively monitor and remedy potentially fraudulent events. This will help protect your users, regulatory compliance and provide......
relevant regions
Stellenbosch, South Africa
Transakt
Whether it’s securing online banking, mobile banking, and online shopping, or protecting sensitive app-based communications in the insurance or healthcare industries, we have you covered. The Transakt security platform harnesses the power of digital certificate technology and deploys it seamlessly to the mobile phone or tablet. Industry-standard X.509 certificates uniquely......
London, United Kingdom
TR Completeness
TR Completeness will perform a full technical reconciliation to ensure all data enrichment and operational processes have worked as expected. It has been specifically designed to meet the Article 15 requirement of RTS 22; “Arrangements shall include regular reconciliation of their front office trading records against data samples from NCAs” ...
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London, United Kingdom
Treble Peak
A diverse selection of funds with contrasting strategies We forge close partnerships with a broad range of Europe’s top fund managers, giving your clients a choice of options to complement, balance and enhance their portfolio – from seed to late stage growth, funds to single company deals, and primary to secondary deal flow. Simple,......
Luxembourg, Luxembourg
T-REX (Token for Regulated EXchanges)
T-REX Smart Contracts Customizable smart contracts suite to reporesent securities on the blockchain CONTROL SECURITIES The issuer/agent keeps control of the securities and can mint/burn/block tokens at any time EMBED COMPLIANCE Compliance rules and responsibilities are hardwired into the tokens to ensure the compliant transfer ADD FUNCTIONS Add smart contracts on an ongoing basis for additional asset......
Paris, France
TRIVEO
Capturing customer loyalty in an increasingly digital world In today’s digital world, customer relationships have deteriorated due to lack of trust, poor customer knowledge and a need for transparency. Customers envision their preferred bank to provide relationship-driven proactive actionable insights as compared to standard transactional services. But with many banks focusing......
relevant regions
Newcastle upon Tyne, United Kingdom
True Potential Wealth Platform
For UK financial advisers looking to maximise investment opportunities for clients, the True Potential Wealth Platform is structured for growth. With a fully-integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs. Built from the ground up using True Potential’s award-winning in-house technology, the Wealth......
Brussels, Belgium
Trusted Family Platform
One unified platform with all the tools you need to manage meetings, share confidential information, drive real-time collaboration and accelerate decision-making. Enhance engagement and alignment on all fronts. Enroll now to enjoy the financial and non-financial benefits of an engaged family, business, and family office. For today, and for future generations. ...
relevant regions
San Diego, CA, United States
Trust & Will
We’re making estate planning simple, affordable, and accessible with a design-first approach and amazing customer support. We have tens of thousands of happy customers using our complete suite of products nationwide. We’re enabling every American to create a plan that fits their family, their life, and their legacy. We’re backed by......
New York, NY, United States
Turnkey Alternatives Solution
Our platform allows members to: Access in-demand managers at low investment minimums Research investment offerings with diligence materials and powerful research tools Invest using our online portal for simple, streamlined subscriptions and reporting For high net worth investors & advisors Through iCapital Network wealthy investors and their advisors can: (1) get access to select managers......
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Royal Leamington Spa, United Kingdom
Turo
Deliver a great digital experience to clients and advisers Give cost-effective advice, in a fraction of the time Reduce your PI risk, deliver robust, regulated advice Modules Turo's solutions span investments and the whole of the retirement market, from planning stages, through to at-retirement and continuing into retirement. Financial wellness Pensions Retirement Investments ...
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San Francisco, CA, United States
Twilio API for WhatsApp
Connect with your customers globally in their favorite messaging app across any mobile OS, device, and carrier. Reliably message your users anywhere in the world Know the instant a message reaches your users. Real-time delivery and read receipts give you critical message delivery insights. Communicate securely with end–to–end encryption WhatsApp messages are encrypted from......
relevant regions
Barcelona, Spain
Typeform
Easy to take Make things easy for people, and you’ll get more data. Works great on every device. Easy to make Just start typing, like a notepad. Typeform anticipates question types as you jot them down. Draw your audience in with plenty of design options and advanced features. Always know how your typeform looks with......
London, United Kingdom
UCITS KIDS/PRIPS KIDS
Reduce compliance risk Since the introduction of PRIIPs (Packaged Retail Investment and Insurance-based Products) Regulation and the UCITS (Undertakings for the Collective Investment in Transferable Securities) Directive, the challenge is still at large for fund managers producing and maintaining key information documents for investors. Constant regulatory review and inherent market fluctuations......
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London, United Kingdom
Unified Transfer Manager
The solution supports seamless communication, document exchange and no-code connectivity to transfer messaging services like Origo and Altus. It is fully automated and data-rich, allowing you to provide smooth transfer experiences for your customers and improve the pace of asset consolidation to your products....
relevant regions
Edinburgh, United Kingdom
Unipass Identity
Unipass Identity provides you with a single means of identification to easily and securely log in to multiple platforms, systems and digital services throughout the financial services sector. The power of Unipass Identity Used by 8 out of 10 UK financial advisers Designed specifically for the financial services industry Reduces the risk of online......
relevant regions
Singapore, Singapore
Up Adviser
Digital financial planning Save time and deliver a better client experience with information that’s easy to enter and access anywhere, anytime. Clear and transparent advice Help clients see, and better understand, key scenarios and decisions with simple and powerful visualisations of your advice. Better client collaboration Share plans with ease and collaborate more effectively with......
relevant regions
TX, United States
UPTIQ Advisor Lending
Product Matching Automatically match the right loan products that best suit your client's liquidity objectives. Prequalification Ensure your client meets the minimum credit parameters required by potential lenders. Lender Curation Match your clients to lenders who will fund your client's liquidity objectives with the highest degree of probability. Application Submission Submit loan applications electronically to selected lenders......
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New York, NY, United States
V3locity
“SaaS” simplicity V3locity is a fully managed, “SaaS” style, zero-footprint solution. It offers 24/7 operations, vast scalability, and high availability all backed by industry leading SLA’s. The Power of AWS V3locity is underpinned by the vast power of AWS and leverages the growing array of advantageous AWS technologies. This helps ensure that V3locity......
relevant regions
Salt Lake City, UT, United States
Vanilla for Advisors
With Vanilla’s estate planning software for financial advisors, you can deepen client relationships, expand share of wallet, and win new business by providing differentiated estate planning advice....
relevant regions
Arlington, TX, United States
Vantage Insight™
All Investment Reporting and Communication for Investors and Managers – in One Portal Vantage InsightTM offers investors and general partners one central hub for all reporting and performance analysis of investment activities. The Insight investor portal aggregates data across assets, funds, strategies, or any other dimension for summary or drill-down analysis, including......
relevant regions
Austin, TX, United States
Vault
Voyant's Vault helps you: Simplify document intake Quickly search and retrieve important information Decrease compliance risk Reduce carbon footprint ...
relevant regions
Swansea, United Kingdom
vChat
vChat opens as a pop-up window when a customer clicks on the vChat icon on the website. Both the agent and the customer can engage in a one-on-one dialogue, as well as show, share and electronically sign documents within the session. This functionality enhances a standard web-chat facility and improves......
relevant regions
Swansea, United Kingdom
vDoc
Customers can access vDoc using any browser on their PC, tablet or mobile device. Using a password, customers can log into their own secure personal portal that allows them to upload, download and electronically sign documents at their own convenience. Automated work flows manage the customer journey, so that documents......
relevant regions
Amsterdam, Netherlands
veggo
Veggo is a financial industry specific LCNC platform encapsulating VERMEG’s 25 years of unique technical and functional expertise in leading digital transformation of global industry leaders. Veggo empowers teams to build Better, faster, and legacy constraints free solutions, for accelerated innovation and increased agility. Get Veggo platform and start building your own......
relevant regions
Antwerp, Belgium
VELMA
Prospecting Leverage VELMA to come up with personalized investment proposals to increase customer acquisition success rates while decreasing time spent per prospect. Compare prospects to your existing customer base, investigate the approach and strategy that worked for them, and replicate the success. Advising Auto-generate unique asset recommendations with a story, tailored to your customer's......
relevant regions
Luxembourg, Luxembourg
Vestrata Advisor Portal
Client engagement is at the core of client satisfaction and retention. Vestrata’s Advisor Portal equips your Client Advisors to proactively engage with clients and provide investment ideas and solutions that are relevant to the individual client’s investment risk profile. Our Investment Products and Solutions Portal provides management an enterprise-wide view of......
relevant regions
New York, NY, United States
Vidrio One
Vidrio One offers the core benefits of Vidrio with more simplified functionality, including standardized tools, reduced implementation and lighter services. Get anytime, anywhere access to complete, up-to-date information across your entire ecosystem of portfolios, funds and investor data – all right at your fingertips. Take control over your investments with complete oversight over all aspects......
relevant regions
Cambridge, United Kingdom
Virtual Cabinet
Virtual cabinet is ideal document management software for financial advisors and institutions, including wealth and investment management, financial planning and mortgage broking firms. Virtual cabinet controls your documents, secures your communication, increases your productivity, and radically speed ups business workflows. Virtual Cabinet optimises your information workflow. It streamlines your business processes,......
relevant regions
New York, NY, United States
Virtual Data Rooms
All funds Our platform supports all fund structures, from Reg D to registered offerings - private equity to NTRs. All investors Our platform supports the simplest to the most complex type of investment entities. All reporting Our platform supports all investor reporting, across funds and administrators....
relevant regions
Ormond Beach, FL, United States
Visual Market Insights
Go beyond the predictable! Visual Market Insights bundles trending topics, attention-grabbing imagery, social media posts, a landing page and email communication into a comprehensive, automated marketing campaign -- every month. Engage prospects and clients consistently It's important to reel prospects and clients in and give them a great experience. But don't worry......
relevant regions
Zurich, Switzerland
Voice-driven IVR
The system recognizes call reasons precisely and steers customer calls to the right agents automatically. Agents receive pop-up messages containing the call reason before taking the call. As a result, processing time is reduced by an average of 20%. Customer satisfaction is improved because an agent does not have to......
relevant regions
Zurich, Switzerland
Voice-driven mobile banking
We offer comprehensive voice-driven mobile banking solutions for retail and corporate banking in collaboration with our partners. Hands-free banking with the possibility to seamlessly switch among devices and continue your transactions – this is Spitch's definition of opti-channel / omni-channel banking. This use case is relevant both to compliance with......
Teddington, United Kingdom
VouchedFor Professional
The VouchedFor Standard VouchedFor represents the modern-day standard of quality and transparency for professional financial and legal advisers. Through our unique system of checks, reviews and monitoring, we demonstrate advisers’ dependability on 3 key dimensions: Standard 1: Competence We check advisers hold the necessary regulatory permissions and qualifications to practice in their chosen areas. Where advisers have advanced qualifications and specialisms,......
relevant regions
Swansea, United Kingdom
vScreen
vScreen allows telephony agents and customers to connect via a secure screen-sharing session, accessible on any PC, tablet or mobile. A simple password allows the customer to join a secure vScreen session. Once connected, vScreen facilitates a one-to-one communication allowing agents to show product and compliance information, request electronic signatures......
relevant regions
Swansea, United Kingdom
vVid
vVid allows customers and agents to connect using any browser on their PC, tablet or mobile device. Using a password, customers join a secure vVid session, which allows agent and customer to see and speak with each other, as well display product and compliance information and collect electronic signatures. Because vVid......
relevant regions
London, United Kingdom
WDX1
WDX1 is a robust, adaptable Client Lifecycle Management (CLM) solution that allows wealth managers to nurture engaged and profitable client relationships, eliminate administration time, ensure compliance and cut operating costs to optimise cost-to-income ratio. Ideally suited to large private banks and the wealth and asset management divisions of global financial institutions,......
relevant regions
London, United Kingdom
WDX Engage
By automating routine sales and marketing tasks you will have more time to focus on executing next best recommendations that will convert prospects into clients, in the shortest possible timescale. And by customising client journeys, personalising individual communications and interacting with prospects via their channels of choice, every interaction with......
relevant regions
Nashville, TN, United States
Wealth Access
How It Works First, we connect to all your internal and external systems. Then we standardize and enrich your customer data. In the end, you get deep insights across every system you use in a unified view so you can make better business decisions and create exceptional client experiences. Problems Solved by Wealth......
relevant regions
Auckland, New Zealand
Wealth Advisor Solution
An intelligent investment and customer management solution that fosters and strengthens the client-advisor relationship through digital engagement tools. Create a truly engaging and immersive online experience that enables you to develop more meaningful customer relationships through intuitive digital tools....
relevant regions
Providence, RI, United States
Wealthbox
Features for the Modern Financial Professional Wealthbox has all the tools a modern advisor needs in a CRM. More Integrations Connect seamlessly with the tools you love. Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications. Discover the power of Wealthbox Everything advisors need to connect with clients, prospects and coworkers. Task and Contact Management......
relevant regions
Piscataway, NJ, United States
WealthForce.AI
Optimize Maximize Customer Management Efficiency through WealthForce.AI's comprehensive 4-pillar strategy WealthForce.AI provides RMs' and financial advisors with a comprehensive 360 degree view of their customers, enabling efficient customer management. Our advanced technologies quickly enable RM’s to optimize and customize portfolios based on individual client needs. The platform has embedded AI tools at......
relevant regions
Plymouth Meeting, PA, United States
WealthHub
WealthHub creates an operating environment for trust administration that puts all your critical information in one place and provides customizable workflows and approval processes. Trust documents. Investment account and cash balances. Client information. Family relationships. Bank accounts and transactions. Key trust provisions. All at your fingertips for efficient management. There has......
relevant regions
Montreal, QC, Canada
Wealthica for the Family Office
Give your family consolidated reporting, effortlessly Effortlessly get a unified online view and consolidated reporting of your wealthy family's net worth. Data is automatically aggregated and updated daily from multiple custodians or investment managers making it easy to review your complete asset allocation including private investments, your own family business and all kinds of......
relevant regions
Singapore, Singapore
Wealth Intelligence (WIN)
Contemi's award winning Wealth Intelligence (WIN) solution is a fully integrated, modular tool box catering for exacting requirements of the wealth management and private banking industry. Individually, modules provide 'best of breed' point solutions to solve specific challenges. Deployed together, these modules provide an intuitive, function rich, full front to......
relevant regions
Colorado, CO, United States
Wealthlab.io
Wealth managers demand a lot, sometimes more than their software can deliver. Often teams must create custom technology solutions to keep up. Calculating rates of return, building a tax engine or working out trading logic can be difficult and time-consuming. What if there was a better way? wealthlab.io is a groundbreaking stand-alone......
Malibu, CA, United States
Wealth Management
Wealth Management Solutions Storyline is revolutionizing how Wealth Advisors can leverage real-time, personalized, AI-powered videos to generate: Real-time Reporting Monthly, quarterly, YTD, annual Portfolio Reviews. New Portfolio Proposals Current v. New Portfolio Comparisons. Team Performance Reviews Advisor and team performance reviews. Sales & marketing Performance Campaigns, leads, pipeline and sales productivity....
relevant regions
Paris, France
Wealth Management Solutions
The wealth management benchmark solution to strengthen your expertise and enhance your advice. A single tool with all wealth management topics to support your clients at every stage of their lives. Wealth analysis Support your clients by carrying out global or thematic wealth studies (real estate, insurance, taxation, retirement, pension, transmission, specific solutions......
relevant regions
Espoo, Finland
WealthMapper
Create and launch best-in-class services at speed The WealthMapper platform lets you leverage a powerful range of partners within our ecosystem to deliver new retail wealth management services. The modular digital toolkit utilises the latest developments in technology and distribution to speed up innovation and time-to-market. WealthMapper helps you provide seamless services......
relevant regions
Nivå, Denmark
WealthNavigator
Here, as assure wealth's clients, you can benchmark your portfolios directly with a wide range of investment products at work and abroad. This gives you an easy overview of your own returns compared to other market options. The basis of comparison is not based on prefabricated fact sheets, but through return......
relevant regions
Munich, Germany
Wealthpilot
Your customers will love it ... and in return you'll increase your assets under management. Up to 50% increase in AuM Up to 70% increase in your productivity as an advisor New customer aquisition and increased customer loyality Increase assets under management from existing clients Financial advisory is communication. With wealthpilot you enter into a more intensive......
relevant regions
Horsham, United Kingdom
Wealth Platform
Wealth Platform is an end-client portal that provides flexibility and agility so that information and insight can be delivered in an engaging way to your clients. Wealth Platform is designed and built to provide exceptional user experiences, as clients become more confident in using the web and mobile devices to access......
Los Angeles, CA, United States
Wealth Portal 360
Fusion Advisor’s all about empowering financial advisors to provide a clear uncomplicated view of a client's financial accounts while synchronizing with the advisor's financial systems. Less data entry time means more proactive advice and growth....
Madrid, Spain
Wealth Reader
At Wealth Reader, we specialize in offering a single, yet powerful API designed to fit a wide range of needs. With the flexibility to retrieve information from all banking products with an unprecedented level of detail and depth, or, if you prefer, you can limit yourself to extracting only the......
relevant regions
Nivå, Denmark
Wealth Reporting
Assure Wealth has developed a unique reporting tool that monitors and handles the reporting of our clients' securities holdings and provides consolidated reports covering and combining data from asset managers and banks. This overview and ongoing reporting provide a solid basis for an independent assessment of your investment performance. Even if......
relevant regions
Zurich, Switzerland
Wealth Solution Builder
The foundation is the additiv DFS® platform and its extensive, ever growing RESTful API catalogue. Allowing a faster time to market, flexibility while letting FIs focus on their clients’ needs. It utilizes a standardized and unified API framework to enhance existing channels and add new ones: Tailormade: Build your own solution according......
relevant regions
Austin, TX, United States
WealthVoice
Advise all of your clients at once Broadcast to Alexa whenever you want. Your voice when clients ask. On smart speakers & mobile. Communicate quickly with less effort. The benefits of podcasting without the time commitment. Impress leads and clients with better tech. Dazzle with the hottest technology: smart speakers and voice assistants. Highlight your team and......
relevant regions
St Helier, Jersey
WealthXcel Connect
Bringing it all together. What is Connect? WealthXcel Connect is a seamless series of client-facing modules that can be joined together to create best in class wealth journeys. Fully digital or blended for a hybrid approach to fit your company's needs. Shaped around you. Modular apps for wealth management. Pick and choose 'Connect' modules to......
relevant regions
St Helier, Jersey
WealthXcel Onboard
Challenges today of onboarding Onboarding is a complex process to identify and verify potential customers. Done wrong, it is a frustrating, time consuming and messy process – which causes friction between you and the client. Traditionally, verifying people’s identity has been a mix of processes – blending paper, face-to-face and computer-based data......
relevant regions
Milan, Italy
Wealthype Platform
Boost sales, profitability, and customer satisfaction We empower financial advisors by improving their productivity and enabling them to increase assets under management, as well as management and advisory fees. How it works Our AI-based financial recommendation system can suggest a wide range of financial products and services, including various investments, life and liability......
relevant regions
Richmond, United Kingdom
Web App Development
Over ten years of development experience 90+ highly skilled developers 80+ completed projects ...
relevant regions
Portland, OR, United States
Web Archive
A solution that makes compliance simple Ensure all changes on your website are captured, archived and searchable so you are prepared for regulatory or e-discovery events. Automatically capture web pages in their native format Maintain peace of mind with a solution that automatically captures web pages in their native format (including embedded videos)......
relevant regions
Toronto, ON, Canada
WebCONNECT
WebCONNECT is a secure portal that quickly and clearly answers investor questions while connecting investors to advisors. Investors want to know their investment balances, allocations and to review recent account activity. WebCONNECT enables investors to see what they need in an environment that connects them back to their advisor. WebCONNECT......
London, United Kingdom
Web Publishing
Drive traffic and awareness Align your brand with the most widely used fund research portals in the world. Factsheets on our publishing sites get over 2 million views a month. As a subscriber, your factsheets will be fully displayed increasing your exposure and giving your core audience the information they want. Publish......
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State College, PA, United States
Website Engine
Showcase your expertise with customizable content Select from 500+ unique articles in the content library, or upload your own original pieces. Completely customizable Easily target your niche or local area for an SEO boost All content is handcrafted in-house Personalize and customize Our intuitive platform gives you the tools to autonomously manage your website like a pro. Easily adjust......
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Milnrow, United Kingdom
Websites
Check out some of the great features available on our 'Centro' platform. Compliant Content Content Management System HTTPS As Standard Mobile-friendly Design Financial Calculators Client Newsletters Structured Contact Forms Content API ...
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Geneva, Switzerland
Wecan Token
Vision - A Suite of blockchain Products Thanks to secure channels, our clients can develop their business through a very exclusive messaging system only accessible with cooptation. The end clients will have a premium network of companies like private banks, palace, private clinics, luxury goods, External Asset Manager, trustees, etc. More than......
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Acton, MA, United States
WeChat Archiver
Capture and archive WeChat messages App on iOS or Android phone that looks and works exactly like the standard WeChat application Capture and archive WeChat messages App on iOS or Android phone that looks and works exactly like the standard WeChat application Captures all messages including text, multimedia communication and files The App forwards a......
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London, United Kingdom
What-If Scenarios
Our 'What-if' scenarios allow advisors to tweak or compare a portfolio and show what could have happened. Advisors can use this as a sales tool to upsell new investments for existing clients or pitch for new business from prospective clients. The tool is intuitive and easy to use. Simply create your......
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Acton, MA, United States
WhatsApp Archiver
Capture and archive WhatsApp messages App on iOS or Android phone that looks and works exactly like the standard WhatsApp application Captures all messages including text, multimedia communication and files The App forwards a copy to the TeleMessage backend server for archiving ...
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Munich, Germany
White-Label Client Portal
The WeAdvise client portal provides your customer with a comprehensive portfolio view for multiple custodians. It is customizable and white-label-ready. A digital post box enables direct communication as well as automation of quarterly reports and regulatory loss reports. Our client portal is tablet and smartphone ready....
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London, United Kingdom
Workplace Retirement Solutions
Together, FNZ works with employers to deliver quality saving and retirement solutions that help attract and retain talent, whilst ensuring all stakeholders have the key information they need at their fingertips. Addressing modern challenges Over the years, saving for retirement has become more challenging for employees. This creates a growing problem for......
Rotterdam, Netherlands
Workspaces
We all know very well that being organised reduces stress, keeps you in control, makes you more productive and saves you money. For all of that, and many more good reasons, we offer you Workspaces, the easiest way to organise all relevant input to pave the way to a successful deal. Get......
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Singapore, Singapore
Xen Platform
We live in an age where access to the right investments can be a door to wealth and financial security. In Asia, where there has been an unprecedented growth in wealth, the current force of economic influence and power is among the young and affluent, the millennials and XENnials. Most accredited......
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Oslo, Norway
Xledger
Xledger is a cloud ERP solution for organizations with complex financial management needs. With a core focus on automation, insight and scalability, Xledger enables customers to run leaner, more efficient, and more effective finance departments. From core accounting to donor management, Xledger empowers your ambition. Added value Along with core functionalities, Xledger provides......
New York, NY, United States
Yext Financial Services & Insurance Cloud
Guided Search Deliver a guided AI search experience on your website to match people with the right product, service, or financial professional. Reputation Management for Branches & Professionals Reviews are the new referral – monitor, respond to, and generate reviews to win more business. Branch Marketing Connect your physical and digital storefront to capture consumers......
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New York, NY, United States
YieldStreet
Diversify your portfolio with a unique mix of asset classes Art Aviation Commercial Consumer Legal Marine Multi Asset Fund Real Estate Access strategies historically only available to institutional investors. Wealth professionals recommend allocating 15-20% of your portfolio to alternatives. Investment opportunities designed to suit your needs. Yieldstreet offers a unique suite of products across a range of asset classes with various yields,......
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Miami, FL, United States
YieldX
Smart workflows An intuitive user experience unlike any other, requiring minimal training and enabling users to build sophisticated fixed income portfolios by answering a few simple questions. Data & analytics Open Analytics is the future. We are building an ever growing collection of providers with unique insights that can add alpha and power customization......
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Bedford, United Kingdom
YouCanBook.me
We've been solving scheduling problems since 2008, with our first app, WhenIsGood. YouCanBook.me launched in 2011 and is self-funded, profitable, and privately owned. We pride ourselves on being product-led and customer focussed. Our product is optimized for teams, and we love working with them — large and small. We're good at what we......
Westport, CT, United States
Your Journey
Context You have a website. You have traffic on that website. You have a Contact Me form … and yet, if you are like most other advisors, you only convert a very small percentage of website visitors into booked meetings. Solution Bento can help. Let’s install our “Your Journey” Lead Gen tool on......
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Chicago, IL, United States
Zacks Professional Services
Zacks Professional Services understands the specialized needs of investment professionals. That’s why we have developed a complete suite of products that are sophisticated and powerful, yet so easy to use, you can achieve incredible results without a lot of wasted effort or time. At Zacks, we've championed independent research since 1978, when our founder, Len......
San Francisco, CA, United States
Zapier
How Zapier helps you automate Create workflows called Zaps. Zaps connect your apps to automate repetitive tasks, so you can focus on other work. That's why Zapier rhymes with happier! Trigger When someone registers for my event Action Follow up in a week with next steps Action Send them a welcome email Enjoy more free time! Spend time on what matters......
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San Francisco, CA, United States
Zerion App
Explore the metaverse from one place From DeFi tokens to NFTs, it’s never been easier to search, filter and evaluate every asset on the market. See what’s trending, compare historical returns, and more. Trade at the best prices Zerion aggregates all major decentralized exchanges and Layer 2 blockchains, with zero added commission. Manage your portfolio with ease Seamlessly track and manage your entire......
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Zurich, Switzerland
ZOA
ZOA also gives individuals greater transparency and control over their personal data stored at different companies and organisations. Handle your data protection compliance. Data protection hub Data mapping Data processor management Processing activities Data protection impact assessment Data protection officer activities Data breach management Gap assessment Reports ...
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San Jose, CA, United States
Zoom for Financial Services
Zoom’s cloud-based video communications solution is easy to deploy, manage, and scale. Now financial institutions can bring together global teams and offer high-touch customer service with high-quality, reliable, and easy-to-use video communications. Zoom solutions for financial services Boost productivity: drastically reduce travel costs with virtual meetings, recruiting, and compliance training Maximize your resources: utilize......
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Knowledge Resources
Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.
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