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 Solutions650
  • Solution Providers452
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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......

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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......

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Zurich, Switzerland

additiv KickStarter

KickStarter allows your organization to get ahead of the sweeping changes facing the wealth management industry. It is available for multiple additiv solutions including its market-leading Hybrid Wealth Manager, and it combines three components. Each is compelling, but together they become a game changer. CA user experience platform. Allows wealth managers to launch......

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Aachen, Germany

Cashflow Planner

Thanks to vast experience and the use of state-of-the-art technology, aixigo has developed a solution that redefines future cashflow advice by striking the perfect balance between complexity and simplicity. aixigo’s Cashflow Planner is fully compliant with regulations, offers a superior user experience and is easy to understand. aixigo’s Cashflow Planner offers the......

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Aachen, Germany

Portfolio Analysis and Monitoring Software

aixigo‘s API-based portfolio analysis capabilities make it possible to process data from different sources at tremendous speed, enhance it by synthesising different analysis results and generate ad hoc findings that allow recommendations for action to be derived. In this way, data first becomes information and then knowledge. The solution flexibly monitors all......

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Aachen, Germany

Risk Management Software

Based on Ross‘ Arbitrage Pricing Theory, risks are graphically illustrated using intuitively understandable risk factors, such as the development of the gold price, the economic performance of a region or industry, the exchange rate of a currency or similar. As well as scientifically based methodology, aixigo‘s Risk Management solution provides a......

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London, United Kingdom

docStribute

docStribute gives you the power to send secure, regulated and confidential documents to your customers digitally; replacing costly postage and piles of paperwork with one elegant, immutable hyperlink. 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,......

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Zurich, Switzerland

Apiax Platform

The Apiax Platform provides legal, compliance, and risk experts with everything they need to transform written regulations into digital compliance rules. It combines a no-code digitalisation environment with advanced collaboration, governance and risk management features. The Apiax Platform allows companies to close the gap between compliance, business, and technology units,......

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Relevant Regions
London, United Kingdom

ARQ

The traditional model of wealth management is changing. Client experience is now in the spotlight as clients’ expectations evolve, in line with much of the wider banking and personal finance industries. The two most common reasons why clients leave their investment manager is underperformance and a lack of communication. Fundamentally, individuals want......

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Warrington, United Kingdom

Digital Workforce

What’s more, you can fuel their decision-making skills by integrating AI, machine learning and OCR capabilities from the Blue Prism Digital Exchange. This doesn’t exclude your valued employees, however. In fact, they’ll work side-by-side, giving your people more time to focus on strategic, meaningful work. ...

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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......

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Relevant Regions
Cardiff, United Kingdom

Delio Private Markets Technology

The Delio Platform enables your organisation to offer a digital, white-labelled private market proposition that covers the entire investment cycle. Origination, distribution, transaction and reporting are integrated seamlessly enabling users to scale their private market offering quickly, efficiently and compliantly. Meanwhile, your clients benefit from 24/7 digital access to your......

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Lausanne, Switzerland

Advisory application

Evooq’s solution covers the whole advisory service - from customer on-boarding and risk profiling, to product, campaign and portfolio management. What used to take four to five separate tools can now be executed end-to-end with its advisory application. Clients can streamline operational workflows and let their teams focus on tasks......

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Relevant Regions
Dublin, Ireland

InvestPro

A digital offering is a key requirement for today’s wealth managers and InvestPro’s self-service web portal meets the industry’s digital requirements and integrates with other critical systems. This is proven to generate administrative efficiency gains, reduce operational risk and improve client satisfaction for wealth products. Customised with your branding, the online portal......

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Relevant Regions
Jacksonville, FL, United States

Unity Wealth Platform

The investment world is quickly evolving, and you need to find better ways to retain assets and win new accounts, while expanding and personalizing services to your clients. To succeed, you must leverage technology and data effectively to increase advisor productivity and better profile multi-generational and demographically diverse clients. You......

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New York, NY, United States

ForwardLane

ForwardLane’s users are financial service professionals that need assistance in prioritizing their workflow and providing high levels of proactive, personalized service to their clients. As a wealth manager, you know your high priority clients, but do you know who you should be speaking to, when you should be speaking to......

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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......

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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......

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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......

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Relevant Regions
Grand Duchy of Luxembourg, Luxembourg

Portfolio Monitoring Solutions

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

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Stockholm, Sweden

OutRank Pension Planning

During our working lives, there is no more important investment goal than building a nest egg for our retirement. 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......

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Relevant Regions
Henley-in-Arden, United Kingdom

moneyinfo wealth

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

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Cupertino, CA, United States

The Moxtra 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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Relevant Regions
Geneva, Switzerland

New Access - Core-to-Digital solutions

Our core-to-digital solution suite includes an advanced and comprehensive wealth management core banking system (Apsys), a portfolio management system (Equalizer) and a digital client lifecycle management platform (Banker’s Front). Through our offer, we are proud to empower private banks, wealth managers, advisors and asset managers towards their successful business growth.......

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London, United Kingdom

Nucoro Private Banking & Wealth Management 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......

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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......

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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. ...

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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. ...

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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......

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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......

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Espoo, Finland

WealthMapper

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 that show a complete picture of......

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London, United Kingdom

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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Singapore, Singapore

Investor Trading Platform

An easy-to-follow platform that enables investors to invest in Equities, ETFs and Mutual Funds that require low investment amounts. It allows basket investing to invest into thematic baskets. Investor Trading Platform is customizable and can be tailored to suit specific requirements and trading style. It features an assortment of helpful real-time......

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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. ...

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Basel, Switzerland

Unblu Conversational Platform

The Unblu Conversational Platform enables advisors and customers to engage, converse, browse & collaborate in the same web asset or mobile application simultaneously. Our customers leverage their existing investments in digital channels, increase the number of customer interactions and reduce the total cost of ownership. We provide highly secure engagement and......

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Relevant Regions
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.......

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London, United Kingdom

WealthOS Platform

A modular core platform that can be used in its entirety or in parts. It can be a replacement to an existing system or a complementary addition towards improving speed and agility. We have released the WealthOS Platform and the WealthOS API in a private beta mode. The beta highlights some......

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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......

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Aachen, Germany

Investment Advisory Software

The investment advisory financial software modules provide an API-based construction kit that makes all steps of the advisory process highly efficient and fully compliant with regulation. The long-term use of our investment advisory software by our clients proves our practical and regulatory compliant quality - a reliable choice! The massive increase in efficiency resulting from digital and automated investment advice and......

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All Solutions

London, United Kingdom

11:FS Foundry

Modular and robust Foundry is a modular, ledger-first set of components that lets you build digitally native propositions to scale and at speed. You can stand up a proposition entirely on Foundry or mix and match components to build the perfect product for your customers’ needs, and use the best local third-party......

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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......

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Singapore, Singapore

360-Compare®

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Singapore, Singapore

360-NeedsProfiler®

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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......

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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......

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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......

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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......

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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......

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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......

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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......

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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......

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Zug, Switzerland

Accointing

We started Accointing out of our own need. We believe the crypto space needs a tool that is user friendly and helps you organize all your crypto data so that you can concentrate and spend your time on things you like doing. Connect over 4500 currencies from all exchanges and wallets Accointing......

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Muncie, IN, United States

Accutrust Cheetah

Wouldn’t it be great to have the freedom to help your clients from anywhere? Accutrust Cheetah is built with modern conveniences in mind. We host the application for you, which will allow you to work from any location in the world and let you deliver the highest touch possible to......

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New York, NY, United States

Active Allocator

ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities. It is the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios. It helps investors analyze existing allocations, discover inefficiencies and create bespoke portfolios in minutes. Aggregate investment accounts Link your bank accounts. Consolidate assets. Arrive......

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New York, NY, United States

Acuity Scheduling

Knowing your name is only the beginning Meet the personal assistant for your schedule only better that works 24/7 behind the scenes to fill your calendar and take work off your plate. From the moment clients book with you, Acuitys there to automatically send branded & customized booking confirmations, deliver text......

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Mountain View, CA, United States

Addepar

Addepar allows you to spend time on what matters most: investing in client relationships. The problem In the world of financial advice, speed, clarity and foresight aren’t just nice to have, they’re a necessity.  Yet most tools are insufficient. Wealth management firms need to maximize productivity and scale to remain competitive.  And client expectations......

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Zurich, Switzerland

additiv Wealth Robo Advisors

additiv Wealth Robo Advisors 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......

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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......

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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.   ...

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Milan, Italy

Advice - Hybrid Advisory

Combining human interaction with digital capabilities, investors can start their investment experience online and request a human advisor for more complex decisions. After discovering their risk profile and investment attitude, customers can define goals, simulate investment scenarios, monitor progress and deal with their advisor through their preferred digital channel in......

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Bozeman, MT, United States

AdvicePay

The main features of our payment processing platform. AdvicePay offers powerful features specifically built for financial advisors. Subscription billing One-time payments Accept ACH and credit cards Comply with custody regulations Advisor portal Client portal  ...

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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......

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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......

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London, United Kingdom

Adviser/Agent (Hybrid Digital) Platform

WealthObjects provides the right hybrid solutions for firms, advisors and customers alike....

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Cheadle, United Kingdom

Adviser Cloud IFA

The main features of our software include: commission management, MI reporting, live valuations, slick client management, secure document management, a comprehensive fact find module, custom workflows and streamlined task management. We offer flexibility as standard and Adviser Cloud is customisable and set up to function around how you and your business......

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Austin, TX, United States

AdviserGo

Work with your clients to ensure a better financial future Collaborative platform Enables clients to enter and review data for more convenient plan creation and decision-making. Intuitive user interface At-a-glance views provide just the right level of financial information, easily accessible from any browser.    ...

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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......

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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. Market-leading Quick Quote Free access to our innovative Quick Quote tool to view all available products in just 3 clicks! Enter three basic details and instantly source products......

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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....

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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......

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Austin, TX, United States

AdvisorComplete

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

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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....

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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 -......

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Chicago, IL, United States

Advisor Portal

Our advisor portal delivers applications that integrate with high efficiency all the advisor’s client-focused efforts, reducing the time spent on administrative, “back-office” tasks. Powered by our Advisor Suite of tools, advisors can access robust software solutions to enhance their daily practice of managing wealth....

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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......

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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 &......

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Irvine, CA, United States

Advisys Mobile

Powerful Conversations Start Here Today, face-to-face meetings with clients and prospects can take place anywhere. Advisys Mobile is for professionals who want to make a powerful impression wherever the conversation might be. With Advisys Mobile for your iPad, you can answer client's questions, handle objections, gather data and create powerful conversations… all......

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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....

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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......

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Sydney, NSW, Australia

a.i.

One platform The only solution of its kind, a.i. brings together all the essentials in one single, fully integrated online software platform. Loads of features, endless benefits   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......

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Boston, MA, United States

Akoya

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

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Altishofen, Switzerland

Allocare AMS Web

Allocare AMS 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 AMS......

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London, United Kingdom

ALPIMA

ALPIMA has built a unique end-to-end platform seamlessly connecting product design, portfolio construction and sales. A modular range designed around our client needs, such as the ALPIMA Investment Management System (AIMS). Designed for professionals, by professionals, ALPIMA integrates with existing systems....

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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......

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Zug, Switzerland

Altoo Wealth Platform

Our Altoo Wealth Platform empowers wealthy individuals and their families to consolidate and interact with their total wealth in a simple and intuitive way. With a strong focus on security, our technology is developed and hosted in Switzerland, enabling our clients to create simplicity for their complex wealth data. Consolidate your......

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Petah Tikva, Israel

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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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......

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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......

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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......

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San Diego, CA, United States

API

Embed AdvisoryWorld's analytical capabilites within your own Apps. Our SOAP Web Services allow third parties to access our loosely coupled business logic layer in a highly efficient and scalable manner....

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Zurich, Switzerland

Apiax Apps

The Apiax Apps are designed to answer the most pressing regulatory questions. Accessible via the browser and powered by the knowledge of leading experts, the apps are built to enable easy compliance with global regulations. Already covering a broad range of topics in financial services – including investment advice, data......

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London, 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......

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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......

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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

API Library

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

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Edinburgh, United Kingdom

API Platform

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

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Newbury, United Kingdom

API Portal

EValue Developer Portal – your gateway to a more engaging financial future. Accessible Designed to be intuitive for a speedy and seamless implementation Powerful Instant access to forecasts covering a range of intricate planning and advice calculations Proven Built on a foundation that has supported our clients’ ambitions for over 20 years Transformational A suite of cutting edge APIs to......

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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......

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San Francisco, CA, United States

App Cloud

Build around the customer with AI-powered apps to create amazing experiences. Extend your CRM solution Unlock the power of your Salesforce data with custom apps and intelligent workflows. Build predictive sales dashboards, smart service workflows, and more....

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Berwyn, PA, United States

AppriseLabs Platform

From the people who brought you the first client portal and cashflow based planning platform comes the ultimate, next generation planning experience for advisors to use alongside their clients. In a time when you need to stay connected and when clients need your sound advice the most, we are here to......

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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......

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Sea Cliff, NY, United States

Aqumulate Developer API

Aqumulate's API gets you to market fast with minimum resources. Whether you want to enhance an existing application, build something new, or simply integrate within your webpage, Aqumulate's API tightly integrates account information from thousands of sources into your proprietary solution....

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London, United Kingdom

Arbor Mobile Reporting

Arbor Mobile Reporting allows portfolio management system users to view their real-time positions on their mobile phones, tablets and computers, in a daily or MTD mode. The reporting format can also be configured based on the users' preference. ...

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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......

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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......

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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......

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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......

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Boston, MA, United States

Assette for Web

Your clients are connected and they expect to be connected to you. Always stay in touch and provide online portfolio access and frequent updates. Provide timely insights on market conditions and economic events, and their impact on clients’ portfolios. Reduce manual effort associated with information delivery while enhancing your corporate brand and......

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Chapel Hill, NC, United States

AtlasFive

More than just an investment monitoring, accounting, and reporting package, AtlasFive facilitates end-to-end office management. Eton Solutions lived and experienced the same problems when we managed our own ultra-high net worth office. That’s why we created AtlasFive. With AtlasFive, you get true integration of all functions through a single database and......

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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......

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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......

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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......

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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......

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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......

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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......

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Amsterdam, Netherlands

Backbase Digital Banking Platform

We help private banks and wealth management frms transform their outdated web applications into modern digital experiences, which boost engagement and ensure lasting relationships with their clients. Backbase takes your digital channels to the next level and delivers a complete customer experience that will put you ahead of the competition. Delight......

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Chicago, IL, United States

Backstop Mobile

B-Mobile. Backstop is available on demand with Backstop Mobile. Designed specifically to meet the needs of fund managers and investors, Backstop Mobile features many of the CRM tools our clients use every day in Backstop. Backstop Mobile allows users to instantly access important data, easily enter new meeting notes, and quickly......

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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.  ...

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Geneva, Switzerland

BANKER'S FRONT - Client Lifecycle Management Digital Platform

Our digital platform aims to be the relationship manager’s workstation covering all his business and compliance needs on a modern and user-intuitive digital front-end, whilst digitizing the key processes between the relationship manager and his clients. Business opportunities are easily identified and monitored to ensure business growth, and the relationship......

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Lehi, UT, United States

Banking API

...

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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......

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Geneva, Switzerland

Banking Platform

So whether you’re a private bank, an institutional investor or a Family Office, you can take advantage of IT and banking services two centuries in the making, yet tailored to your needs. We designed G2, our banking platform, because we wanted a solution we could rely on. Today, G2 is trusted......

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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......

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London, United Kingdom

Beacon

Beacon is the cornerstone of holistic financial planning. It creates new levels of client understanding and engagement. And it deepens the most important variable in the adviser/client relationship: Trust. Beacon delivers 3 stages of value: 1. Know yourself Advisers are people, too. Develop a self-understanding that not only benefits others, but also yourself.......

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New York, NY, United States

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......

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Horsham, United Kingdom

Best Practice IFA Group

Centralised, integrated support for financial planners and wealth managers is now more important than ever. Our bespoke, multi-award-winning service offers you the tailored blend of products and support that best suits your business. We can help with compliance, regulatory advice and innovative technological solutions. How can we help: Service We aim to deliver......

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Moss Point, MI, 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......

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Palo Alto, CA, United States

Bill.com for Wealth Management

Efficient, end-to-end bill pay workflows Multiple payment options at your fingertips, to help pay bills quickly Designed with your privacy and security in mind Designed for Financial Process Efficiency Bill.com connects with leading accounting software and other financial process tools, helping you to reduce manual entry, speed up account reconciliation, and simplify every step......

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London, United Kingdom

BITE

BITE enables you to invest online in outstanding private equity, private debt, infrastructure and real estate funds, in amounts below the typically required institutional-level minimum. Investors and Advisors can easily research and evaluate market leading Alternatives funds, allocate online and keep track of their portfolio. By advisors for advisors Everything we do......

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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......

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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 &......

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Zug, Switzerland

BlockState Platform

We unlock assets and create a new capital market. More than 60% of the world’s assets are inaccessible via traditional market infrastructure. Information assymetry, high costs and large ticket sizes prevent access for many investors. Tokenisation removes access barriers, making any asset investable for a global investor base. Digitise ownership to your assets and......

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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,......

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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......

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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......

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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......

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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......

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London, United Kingdom

Butterwire

For individual investors, our professional AI analyst offers unrivalled insights to inform your investment decisions. Find global stock opportunities with less effort Target portfolio risk without blind spots Keep ahead of market signals without overtrading Get an extra edge without overpaying For institutional investors, we develop and integrate a bespoke AI analyst that boosts the......

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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......

relevant regions
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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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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Laverton, VIC, 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......

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
Jersey City, NJ, 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......

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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......

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Fort Lauderdale, FL, United States

Citrix Workspace

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

relevant regions
New York, NY, United States

Clarity AI

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

relevant regions
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
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
Chicago, IL, United States

Client Portal

Our client portal enables you to stay connected to your clients in an evolving digital world. Powered by the Investor Suite, you can leverage a complementary set of configurable modules that allow investors to aggregate their personal finances with their financial investments to obtain a holistic view of their wealth. Through innovative......

relevant regions
Melbourne, VIC, Australia

Client Portal

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

relevant regions
Indianapolis, IN, United States

Client Portal

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

relevant regions
Singapore, Singapore

Client Portal & Mobile Apps

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

relevant regions
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 ...

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
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......

relevant regions
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......

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
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
Schaan, Liechtenstein

Compliance platform for financial intermediaries

The digital compliance platform is tailored to the daily work of financial intermediaries. With this platform it is possible to manage clients and related compliance processes completely digital based on a compliant, technologically state-of-the-art & cost-sensitive approach. Whether you plan to incorporate a new legal entity for your clients, to......

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....

relevant regions
London, United Kingdom

CONNECT Enterprise

At CONNECT Enterprise we enable financial advisors, private banks, asset managers, multi-family offices, broker dealers, trust companies and non-financial entities to deploy digital and scalable wealth management solutions – in an efficient and effective manner – to reach a wider client base. We can help you drive conversion, grow client assets,......

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......

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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
New York, NY, United States

Co-Pilot API

Quickly incorporate robo trading in your platform by simplifying trading to a singe click. Apply your own user experience by embedding trading into your application. Effectively outsource the complexity of trading and re-focus on your business. Intutitive Restful API to support SaaS-based platforms Includes access to Co-Pilot’s trading and post-trade processing capabilities and features Robust......

relevant regions
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
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......

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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......

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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......

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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......

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London, United Kingdom

Credit Assist

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

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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......

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Greater Montreal, QC, Canada

Croesus Investor

The investor portal, an online solution designed to support the incomparable Croesus Advisor portfolio management software, provides investors with easy and secure access to their portfolio. User-friendly and dynamic, the Croesus Investor client portal facilitates searches and ensures deeper understanding for its users. Advisors can then focus on what matters......

relevant regions
Greater Montreal, QC, Canada

Croesus Mobile Advisor

Croesus Mobile Advisor guarantees continuous service and maximum information security. Since you can readily access the most important data from your tablet, answering your clients’ inquiries has never been so fast and easy. To ensure maximum information security, the data displayed will come from Croesus Advisor and will never be......

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Zug, Switzerland

Cryptoasset Directory

Guide to compliant listing of crypto assets and releasing information with investors Market surveillance for authorities Cheaper acquisition for service providers and faster access to structured data Only verified crypto-associated information for a quick investment decision ...

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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......

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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......

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Toronto, ON, Canada

d1g1t Wealth Management Platform

The d1g1t wealth management platform provides transparent portfolio management services to professional advisers and their individual investors. 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......

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London, United Kingdom

D2C Customer Platform

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

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Plano, TX, United States

Daniel

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

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London, United Kingdom

Data API

Our Data API provides a fast, secure data feed providing access to FundsLibrary data and documents. It’s an easy short cut that can help you deliver high quality, accurate fund data direct to your customers. We can also tailor the API to provide your own data to meet your requirements....

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......

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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......

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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
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......

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Plano, TX, United States

David

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

relevant regions
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......

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Redwood City, CA, United States

Developer APIs

Inspiring a revolution in financial services for 17+ years, Envestnet® | Yodlee® empowers visionary entrepreneurs, developers, and partners to build the next generation of disruptive and innovative financial solutions using our award-winning cloud-based financial data platform. Through our Aggregation API, Account Verification API and other financial APIs, you can leverage rich consumer......

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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......

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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......

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London, United Kingdom

Digital Advice (Robo) Platform

WealthObjects' client-centric proprietary algorithms and design experience deliver an intelligent platform, serving every customer with personalised guidance....

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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)....

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Zurich, Switzerland

Digital Banking Platform

Appway Digital Banking helps financial institutions bring their digital strategy to life by providing a digital toolset to achieve growth and build loyalty through customer-centric business models. Banks can quickly adapt to market trends and client needs while providing customers with seamless experiences across all channels. In the digital age, banks......

relevant regions
Dublin, Ireland

Digital Client Journey

Digitalise your client lifecycle management process To capture market and mind share, financial institutions are under more pressure than ever before to ensure a superior onboarding and lifecycle management service experience to their clients. However, they are constrained from delivering on this promise mainly by internal challenges arising from disparate systems,......

relevant regions
Bath, United Kingdom

Digital custody, trading and settlement

Most outsourced custodians simply safeguard client assets in a non-segregated omnibus account, with the additional segmentation and reconciliation of client money performed by another third party, or at additional cost. But with Seccl, it comes as standard with our digital custody service – and at a low ongoing cost of......

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
Toronto, ON, Canada

DigitalReach

DigitalReach aligns sales, marketing and compliance, delivering improved conversion metrics for more than 75,000 financial advisors in some of the world’s most respected financial institutions. A complete platform to facilitate personalized client outreach Advisors aren’t marketers or compliance officers. Let them handle the selling and DigitalReach will take care of the rest. Use data......

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......

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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
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......

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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.......

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Cheltenham, 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......

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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
Los Angeles, 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
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......

relevant regions
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......

relevant regions
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....

relevant regions
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
Newark, NJ, United States

Dream Forward for Advisors

You'll get the direct phone number of a Dream Forward team member to help you with every step of the sales process - from prospecting to closing a sale. Our team is also available to join calls with prospects to provide backup and answer questions you may not know. Our AI......

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......

relevant regions
Birmingham, United Kingdom

eAPP

eAPP facilitates the increase of FUM by offering on-line client on-boarding for advisors or individuals. Branded application forms can be completed by prospects that meet certain risk profiles and models and third party software such as Verify™ and Sage Pay™ are used to manage AML and bank payments. Once accepted,......

relevant regions
Vienna, Austria

E-Banking Suite

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

relevant regions
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......

relevant regions
Geneva, Switzerland

edgeConnect UXP

It is platform enables existing applications to offer online core banking, providing the user with valuable experiences, but are integrated into the back-end systems are independent of restrictions thereof. This allows financial institutions to achieve the most out of your existing infrastructure. edgeConnect is a system of high performance and......

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,......

relevant regions
Kehlen, Luxembourg

e-Documents (Bundle&Unbundle)

How many documents do you manage? Internal documents, contracts, documents of partner organizations (custodians, insurer, …) can be organised in more efficient way. Data is collected once and all relevant documents are generated and data is securely stored in the right place. MIFID, GDPR, ....  no worries, your collection and security......

relevant regions
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
Berlin, Germany

Elinvar

Comprehensive The Elinvar platform covers the entire asset management value chain. From the customer website to the investor portal and the consultation, we ensure an optimal user experience for your clients. At the same time, we manage all digital interfaces for you. From frontend to backend we thereby ensure a comprehensive solution......

relevant regions
London, United Kingdom

ELITE Connect

For public companies ELITE Connect brings to you an easy way to connect with people that matters to your company, investors or new partners. Build a network of contacts and become visible to new investors who are looking at companies like yours. Save time and lower your costs, using a secure......

relevant regions
Seattle, WA, United States

Embedded Analytics

Embedded analytics integrates powerful BI capabilities directly into your applications, products, and web portals. Provide customers and partners with a powerful, self-service analytics solution that’s easy to customize, integrate, and deploy, getting you to market faster while you stay focused on your area of expertise. Offer the best BI experience Embed and......

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......

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 ...

relevant regions
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......

relevant regions
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....

relevant regions
Petah Tikva, Israel

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
Chicago, IL, United States

Enterprise Portal

Our enterprise portal allows "home offices" to oversee and direct Envestnet's services and support to their affiliated advisors. Powered by our Enterprise Suite, firms can customize their platform with the tools that serve the needs of their advisors and leverage technology that institutes specific guardrails to monitor your business and......

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......

relevant regions
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
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,......

relevant regions
Kehlen, Luxembourg

e-Signature

Do you want to offer e-signature possibility to your clients? We advise you on the optimal solution for your business from total integration into your infrastructure, API calls to simple e-signature services. Depending on your business requirements we offer the signature, validation, preservation services and audit trailing needed to be......

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
Zug, Switzerland

eTax Statement

Electronic process: In the cantonal declaration software or a third-party solution such as Dr. Tax, the tax statement is uploaded in PDF format, the barcode is evaluated and the list of assets filled out automatically. Physical process: The barcode on the tax statement in paper form is scanned into the declaration......

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
Horsham, United Kingdom

Evolution Wealth

Evolution Wealth provides complete support for high-quality financial advisers and wealth managers. We offer a centralised integrated solution encompassing technology, regulatory and investment support. We understand that every financial planning company is different so we collaborate with you to formulate and build the infrastructure that works best for your clients......

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
Dublin, Ireland

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......

relevant regions
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
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
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
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)....

relevant regions
Paris, France

Ffyn

FFYN is a collaborative platform where asset managers and investors can access and exchange fund information easily and efficiently through an integrated messaging tool. The platform has been co-created with partners in order to address the specific needs of all players in the mutual fund distribution chain: Investors get an aggregated and......

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
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......

relevant regions
Vienna, Austria

Financial Data Services

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

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
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......

relevant regions
Luxembourg, Luxembourg

Finantix Advisor Desktop

The Finantix Advisor Desktop supports wealth managers, private bankers and advisers by providing them with a holistic view of their book of business and individual client, aggregating all key information from the other systems used within the institution. The Wealth and Portfolio view aggregate financial and non-financial assets and liabilities......

relevant regions
Luxembourg, Luxembourg

Finantix Client Wealth Portal

Finantix Client Wealth Portal provides financial institutions’ clients with a cross device digital platform that provides: Rich wealth view - aggregating and normalising client's accounts, portfolios, assets, liabilities and even insurance policies details, with a view covering all key analytics and breakdown across multiple breakdown, as well as statement and reports......

relevant regions
Redwood City, CA, United States

FinApps

Envestnet® | Yodlee® FinApps leverage a common financial data platform but create unique and differentiated experiences for various user segments from a desktop, tablet, or mobile device. Whatever your financial industry or customer focus, we have FinApps for a deeper and more engaging digital connection. With a responsive, easy to......

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
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......

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
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......

relevant regions
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......

relevant regions
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......

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Lehi, UT, United States

Fintech API

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Santiago, Chile

Fintree

FINTREE is a software focused on multi-family offices and family offices. The development of the software started in the year 2012 and has been constantly growing since then. Now a days it has a powerful web tool and app for Iphone and Ipad....

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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......

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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......

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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,......

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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......

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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......

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Toronto, ON, Canada

Flybits Concierge

With Flybits Concierge and an advanced data ecosystem, you can foster stronger relationships with your retail banking, wealth management and insurance customers. The challenge Disruption exists across all facets of financial services. Whether you’re trying to forge meaningful connections with your banking clients, expand your wealth management relationships or provide guidance to your insurance customers, the tools......

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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......

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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......

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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......

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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......

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Boulder, CO, United States

For Advisors

A human/digital solution that leverages the power of personalized content, digital and social media to activate growth marketing campaigns on behalf of firms. Generate more leads, more referrals and more conversions. We get you up and running in 3 easy steps: Our customer success team gets you onboarded We activate growth marketing campaigns based......

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Boulder, CO, United States

For Asset Managers

Clout provides AI-powered campaign automation and a central growth marketing command center for firms. Unleash the network effect Power digital sales Broaden reach Build awareness Built to address challenges facing financial services firms Real-time relevance Being consistent Learning agility and time to respond Compliance processes Latency in measurement and optimization Lack of digital culture slows adoption ...

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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......

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Boulder, CO, United States

For Enterprises

Clout provides AI-powered campaign automation and a central growth marketing command center for financial services firms. The Clout winning formula for growth Better conversion More prospects More referrals Built to address challenges facing financial services firms Real-time relevance Being consistent Learning agility and time to respond Compliance processes Latency in measurement and optimization Lack of digital culture slows adoption ...

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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......

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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......

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Geneva, Switzerland

Fortress

White labelled Fortress is fully white labelled so it becomes an extension to your brand, adding value to your clients in a digitally secure and convenient way.   ...

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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......

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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......

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London, United Kingdom

FS:Chat

Do your employees have easy access to all of the information they need to do their jobs efficiently? Can your customers interact with you without calling or sending an email? Empower customers and users across your organisation with FS:Chat - our Digital Assistant chatbot providing easy-access information on any subject, from......

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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......

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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......

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Geneva, Switzerland

fundeye

All data and documents are sourced exclusively from fund companies or their administrators to guarantee a superior service in terms of quality and to guarantee the accuracy of all data and mandatory publications. With its high-volume capability, fully automated and seamless data and document flows, fundeye provides fund companies with the......

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Singapore, Singapore

Fundnel Invest

Why invest with us? Join the inner circle The private capital market is no longer reserved for large funds. With us, you gain unprecedented access to unique unlisted opportunities to diversify and future proof your portfolio. Focus on deals that matter At the core of our deal-making expertise lies a proprietary AI/ML engine which......

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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......

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Horsham, United Kingdom

Fusion Wealth Platform

You understand your clients better than anyone else. That’s why you should control your own technology and platform. Fusion Wealth empowers your business by giving you the tools to put you in control. We provide a unique combination of wrap platform, discretionary management and investment management services. We create a......

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Amsterdam, Netherlands

Gabriel, The Virtual Guardian Angel

Our mission is to create the Virtual Guardian Angel to guide and protect the consumers when it comes to their financial life. Independent and objective, this online Guardian Angel helps the consumers in a way which best suits them. Using all the available data, the Virtual Guardian Angel calculates the......

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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......

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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......

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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,......

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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....

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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......

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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,......

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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......

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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......

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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......

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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......

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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......

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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......

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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.......

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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......

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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,......

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Singapore, Singapore

Hg Exchange

Built by members for members, HGX is transparent and fair, and we endeavour to make the trading of private securities fast and cost-efficient for all. Adapt to evolving markets and investor preferences, together The financial landscape today is not the same as it was just ten years ago. The private capital markets......

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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.......

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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......

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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......

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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......

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Vancouver, BC, Canada

HYBRID Wealth Advisor

Aligning technology and team to help clients win. Client experience Elevate client service with service excellence and digital convenience. Process excellence Unleash productivity and empower enterprise users with an intuitive collaboration platform. Communication Enhance advisor/client communication with multichannel messaging and notifications. Enterprise governance Set policy at a high level and ensure your team works within a well designed......

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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......

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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......

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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....

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New York, NY, United States

iCapital Network 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
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  ...

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......

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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......

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Sydney, NSW, Australia

Ignition Platform

Consumers need help and service at different times, and at varying levels of complexity on their path to making financial decisions. We focus on supporting these customers, helping them take appropriate actions, and make better financial decisions. The core of our technology Hybrid : Self-serve and/or adviser led Reinventing the experience for customers......

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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......

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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
Geneva, Switzerland

inApp

inApp makes cross-border seamless Managing complex situations at your fingertips Through its unique rule processing, inApp is solving complex situations as easily as simple cases. Anywhere, anytime inApp is available from the cloud (indigita Swiss-based cloud or client internal cloud) on any device (phone, tablet, computer)....

relevant regions
Melbourne, VIC, Australia

Inbound Marketing

A website, interactive content and client development are all vital but be supply Inbound Marketing services as well. SEO Google AdWords Social media strategies ...

relevant regions
Geneva, Switzerland

indigita API

The indigita API allows external systems and services to have standardized access to all indigita inData and inRules. The indigita API is able to digest specific contextual information and return the appropriate regulatory answer based on country manuals. ...

relevant regions
Toronto, ON, Canada

IndiVideo

Personalised experiences strengthen the customer relationship Whenever a customer has a moment of need, a personalized video solution is there to respond. By constantly providing personalized outreach, from initial prospect engagement through to onboarding and beyond, IndiVideo enables you to become your customer’s trusted advisor at every stage along their journey. ...

relevant regions
Geneva, Switzerland

inLearning

With inLearning, we are providing pedagogical digital solutions, covering self-learning material and questionnaires. The solution allows clients to train their personnel and ensure that they are fit to operate with specific countries. The content is based on digitized country manuals from BRP and can be customized to reflect the bank’s specific......

relevant regions
New York, NY, United States

Innopay

With over 40 years of experience in the payments industry, InnoPay brings focus, dedication, and technology to retirement and benefit administrators. As the baby boomers retire, the accumulation of wealth that has been underway for some time will change into a distribution of wealth. As the volume of retirement benefit......

relevant regions
New York, NY, United States

InnoTrust

Innovest’s flagship product, InnoTrust, offers a dramatically better way to support the accounting and reporting needs of trust companies, banks, private banks, retirement plan administrators, and others that need to control, account for, and report on assets held in trust, wealth, and retirement accounts. InnoTrust is webservices/API enabled which allows for......

relevant regions
Zurich, 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....

relevant regions
Zurich, 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......

relevant regions
London, United Kingdom

Institutional Service Offering

WTax makes claiming withholding tax astonishingly easy, efficient and cost effective Leave the heavy lifting to us We take care of all the bureaucratic and administrative work on behalf of our clients. Recovering withholding tax through WTax is fast and hassle-free. Every client is assigned a dedicated relationship manager, ensuring clients are kept......

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
Brisbane, QLD, Australia

Integrate

Agility's strong commercial partnerships with industry leaders allow us to develop innovative solutions to support your business and your clients. Collaborating with flagship technology influencers like Google, Apigee, and DocuSign enables us to create scalable, breakthrough solutions for your clients...

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
London, United Kingdom

Intelledox

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 systems, managing risk and reducing demand for support......

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
Melbourne, VIC, Australia

Interactive Content & Support

More popular sites do better in Google as well. 6+ industry related articles every month uploaded to your website A good range of calculators Videos on financial planning and accounting topics. Buy either individually or let us rotate 6 videos every 12 weeks through your website Great for generating website traffic, client interaction, and client......

relevant regions
Long Crendon, United Kingdom

Invessed Cloud Console

Connect investor apps to any CRM, portfolio or fund management system. Automate on-boarding and other processes with custom form modules.  Let your team manage client access and content using an intuitive toolkit. Reach global audience with multiple languages and region-specific compliance features. Scale up your team’s capacity with a collaborative environment, approval......

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
Beverly Hills, CA, United States

InvestCloud Blue

Blue digitizes client engagement, onboarding, advice, reporting and management in cloud-based apps, giving investors a world-class digital experience and giving managers a comprehensive view of their clients.   ...

relevant regions
Beverly Hills, CA, United States

InvestCloud Financial Supermarket

For manufacturers (asset managers) that create financial products and are looking to extend access to distributors worldwide (wealth managers, broker-dealers and TAMPs) through a single platform, InvestCloud’s Financial Supermarket is an Amazon™-like international cloud-based marketplace for financial products. The InvestCloud Financial Supermarket enables manufacturers to easily access our vast network of distribution......

relevant regions
Beverly Hills, CA, United States

InvestCloud Green

Through the power of digital automation, Green lightens the load of investment operations, allowing the focus to shift to what you do best – serving your clients’ needs. With the strength of InvestCloud’s Digital Warehouse, accounting “conversions” are a thing of the past. This is a new era in information......

relevant regions
Beverly Hills, CA, United States

InvestCloud Orange

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

relevant regions
Beverly Hills, CA, United States

InvestCloud Private Banking Platform

For private banks, global by nature, you and your clients have sophisticated needs, from asset class coverage to planning requirements. InvestCloud’s Private Banking Platform is a multi-country, multilingual and multi-currency solution that is simultaneously globally portable yet handles all local regulations and needs. Unlike hard-coded, single-country solutions, InvestCloud’s Private Banking Platform......

relevant regions
Beverly Hills, CA, United States

InvestCloud White

InvestCloud White is designed from the ground up to be an intuitive and seamless experience for clients and advisors alike. All tools are built on the same InvestCloud platform that has hundreds of apps for client communication, client automation (digital advice), client management, information warehousing, performance, billing, trading and accounting. InvestCloud......

relevant regions
Lake St Louis, MO, United States

Investing You

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

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
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
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......

relevant regions
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....

relevant regions
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......

relevant regions
London, United Kingdom

JHC Xenon

Clients want to be close to their capital Investors’ expectations of financial institutions are being shaped by their interactions with digitally-optimised businesses in other industries where direct, 24/7 access, via any device, are givens. Information must be complete, organised, well presented and capable of being interrogated. Being able to filter and......

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......

relevant regions
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
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......

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......

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....

relevant regions
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......

relevant regions
Plano, TX, United States

LS/LE

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

relevant regions
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
Hong Kong, Hong Kong

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
Hong Kong, Hong Kong

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
Hong Kong, Hong Kong

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
Hong Kong, Hong Kong

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
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......

relevant regions
Chicago, IL, United States

Marketing Content Automation

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

relevant regions
Melbourne, FL, United States

Marketplace

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

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

relevant regions
London, United Kingdom

Markit Digital

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

relevant regions
Amsterdam, Netherlands

Matrix Wealth Management

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

relevant regions
London, United Kingdom

MDM

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

relevant regions
Singapore, Singapore

MFund Plus Suite

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

relevant regions
Redmond, WA, United States

Microsoft AppSource

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

relevant regions
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......

relevant regions
Singapore, Singapore

Mirror Trader

Mirror Trader provides an end-to-end, flexible Strategy Trading solution, with access to a multi-currency, multi-lingual and multi-assets interface. Customers have the freedom to start, stop and edit in real time. The solution features multi-asset portfolio capabilities as well as a live community and news feeds to keep investors engaged. It offers companies......

relevant regions
Kehlen, Luxembourg

Mobile App

Fit into the lifestyle of your client. Make relevant information easily available, let him choose when and how to communicate with you. Our UX designer helps you to create a totally personalised app with your look and feel and define the level of information you judge right to provide. The MIFID......

relevant regions
London, United Kingdom

Mobile Application Development

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

relevant regions
Waunakee, WI, United States

Mobile Assistant

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

relevant regions
Zurich, Switzerland

Mobile Banking

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

relevant regions
Lehi, UT, United States

Mobile Banking

...

relevant regions
San Diego, CA, United States

Mobile Deposit®

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

relevant regions
San Diego, CA, United States

Mobile Docs™

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

relevant regions
San Diego, CA, United States

Mobile Fill®

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

relevant regions
Boston, MA, United States

Model Design & Delivery

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

relevant regions
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......

relevant regions
Zug, Switzerland

Monetha Platform

Monetha is a modular platform for blockchain development. It enables secure and tamper-proof exchange of public and sensitive information, with a full audit trail, ability to instantly verify data, built-in incentivization and scoring mechanisms. The platform can be used by businesses of any size to quickly start their blockchain journey: whether......

relevant regions
Bristol, United Kingdom

Moneyhub Enterprise

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

relevant regions
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......

relevant regions
Melbourne, VIC, Australia

Mortgage Sales and Originations

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

relevant regions
Zurich, Switzerland

Move Digital Platform

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

relevant regions
Bangalore, India

Mphasis Advisor Productivity

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

relevant regions
Bangalore, India

Mphasis Back Office Services

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

relevant regions
Bangalore, India

Mphasis Service and Trading Operations

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

relevant regions
Baltimore, MD, United States

MTM360

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

relevant regions
San Diego, CA, United States

Multi Check Capture™

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

relevant regions
Powhatan, VA, United States

MyBlocks℠

MyBlocks is transforming the advisor-client dynamic through interactive modules that allow clients to explore their lives and discover powerful answers to complex questions. Meet the needs of the extended family Your clients bring more to the table than their assets. They bring their family, extended family, and even friends. Expand your client......

relevant regions
London, United Kingdom

MyCredo

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

relevant regions
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......

relevant regions
Bedford, United Kingdom

MyDocSafe

Fact Find portal ready for action. Pre-loaded fact find portal with more than 25 forms Easily adjusted for your business’s requirements Integrated with the Companies House and address lookup E-signature for every workflow Electronic signature for any type of transaction: sign-up clients, hire staff, onboard suppliers, work with existing clients Give your clients and employees the......

relevant regions
Leicester, United Kingdom

MyFinancecentre

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

relevant regions
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......

relevant regions
Hawthorn, VIC, Australia

myprosperity for Advisers

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

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......

relevant regions
Budapest, Hungary

My Wealth

My Wealth app is a unique solution as it merges the traditional and the digital advisory process into the more and more influential hybrid model. It brings a holistic 360-degree portfolio overview to clients and helps them understand the composition and historical progress of their portfolio. The app features easy......

relevant regions
Lake Success, NY, United States

My Wealth Advisor mobile app

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

relevant regions
Milwaukee, WI, United States

NaviPlan®

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

relevant regions
Milwaukee, WI, United States

NaviPlan APIs

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

relevant regions
Milwaukee, WI, United States

NaviPlan® client portal

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

relevant regions
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......

relevant regions
Petah Tikva, Israel

Network Archiver

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

relevant regions
New York, NY, United States

Network Navigator

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

relevant regions
Jersey City, NJ, United States

NetX360 Mobile

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

relevant regions
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......

relevant regions
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....

relevant regions
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......

relevant regions
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 ...

relevant regions
Sydney, NSW, Australia

Nod

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

relevant regions
London, United Kingdom

novastone for finance

Mobile messaging is the fastest growing and most dominant digital vehicle ever with 2.5 billion people in the world on messaging apps today. A recent study from the US suggests that up to 1/2 of the financial industry’s employees are using mobile messaging outside of firms’ secure environments. novastone for finance is the next generation instant messaging......

relevant regions
Leamington Spa, United Kingdom

now:share

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

relevant regions
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
Milan, Italy

Objectway Wealthtech Suite

Objectway Wealthtech Suite is the new generation platform designed to answer to the challenges and increasing complexity currently facing the wealth & invest management industry. The front-to-back office platform supports the whole digital investment management process enhancing the entire advisor-client engagement & collaboration experience and enabling you to reach new customers......

relevant regions
London, United Kingdom

Octo Members

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

relevant regions
Vernier, Switzerland

OLYMPIC Banking System - Order Management

Institutions face significant challenges in being able to optimise order management processing and control costs. Ensuring compliance with ever-changing regulations remains a costly and time-consuming process, especially when trying to manage it across disparate systems. Data accuracy is another key area of risk. Pre- and post-trade checks can be performed......

relevant regions
London, United Kingdom

Onboard

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

relevant regions
Erlenbach, Switzerland

ONE API

ONE API allows any application direct access to ONE PM's asset consolidation and securities accounting services via a fully documented REST API, including multi-factor authentication. It allows authorized parties access to consolidated and reconciled securities over an unlimited number of banks. Scope of services: Fully documented API Asset consolidation over an unlimited number......

relevant regions
Woerden, Netherlands

Onegini Connect

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

relevant regions
San Francisco, CA, United States

OneLogin

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

relevant regions
Chicago, IL, 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......

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

That’s why OpenFin enhances every operating system – Mac, Windows, Linux – to deliver the next generation of desktop OS capabilities today. Maximize your desktop real estate OpenFin enables you to build multi-window desktop apps that look and feel just like native installed apps so you can maximize your desktop real estate.......

relevant regions
London, United Kingdom

Opportunity Network for 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
Zurich, Switzerland

Orca

Visualise wealth so anyone can understand it. Create intuitive, interactive structure diagrams 10x faster than ppt / visio / … Clarify who owns/controls what, and how. Blend/filter information in/out with one click. Create holistic balance sheets. Calculate the combined net wealth of one or more natural and legal persons. Filter assets/liabilities in/out (e.g. show net wealth......

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 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

Palmyra by VERMEG is a service-oriented framework, enabling components to inter-operate with existing systems and/or touchpoint technologies. Palmyra offers the full capability to cover the development of solutions, components, from the touchpoint to connection to your platforms (front to back). Palmyra as a components store provides flexible and dedicated add-ons, easy to......

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......

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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......

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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......

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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......

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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  ...

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London, United Kingdom

PCF Calculation

Key benefits Purpose built system to allows clients to gain competitive edge Full automation of PCF Calculation Required market identifiers, corporate action and dividend information Transparency on the daily calculation process and clear structured and controlled procedure delivered by via a well-established robust platform Widest range of connections to Market Makers, APs, exchanges and market......

relevant regions
Wimbourne, United Kingdom

Pension Pathway

The Pension Pathway app provides retirees with an accurate and adaptable sustainable or ‘Personal Withdrawal Rate’ from their pension. Easy enough for an end-user to operate, automate as part of your client engagement programme or provide your advisers with this invaluable tool. All you need to do is: Enter starting balance Enter length......

relevant regions
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...

relevant regions
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....

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
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
Birmingham, United Kingdom

Platinum~Pro

SIPP~Pro SIPP~Pro has evolved over 20 years of constant regulatory change to be broad and deep, meeting the multifarious needs of all SIPP providers in today’s heavily regulated and competitive market Comprehensive SIPP regulatory and administration functionality, enabling automation of target operating model via seamless integration Drives data integrity, good governance and reduces......

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
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
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....

relevant regions
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......

relevant regions
Boulder, CO, United States

Positivly for Advisors

We profile your clients on four dimensions to personalize their investing experience. Purpose-help your clients invest to find meaning by identifying causes that matter to them. Security-help your clients invest to secure financial future with a risk adjusted lens. Touch-personalize communication based on the client's desire to build and maintain relationships. Viewpoints-help your clients......

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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......

relevant regions
London, United Kingdom

Private Wealth Service Offering

WTax makes claiming withholding tax astonishingly easy, efficient and cost effective Leave the heavy lifting to us We take care of all the bureaucratic and administrative work on behalf of our clients. Recovering withholding tax through WTax is fast and hassle-free. Every client is assigned a dedicated relationship manager, ensuring clients are kept......

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......

relevant regions
Toronto, ON, Canada

PurePortal

With our secure portal, your clients can easily see how their investments are doing. They can review portfolio positions, transactions and performance. You can share documents with clients and stay in touch. Innovative Provide the digital convenience your customers expect. Accessible Enable investors to view their investment portfolios on any device, anytime, anywhere. Secure Provide secure,......

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......

relevant regions
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 an automatically synchronization of your data. To ensure that your data is safe, it is encrypted and stored in our highly......

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......

relevant regions
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
New York, NY, United States

Real Estate Mineral Management System

The OCC has not updated its Unique Asset Handbook since 2012. But don’t think that means regulators view this growth area as unimportant. Banks, Trust Companies, Family Offices and Wealth Managers face an increasingly complex and diverse range of assets if they hope to fully support each client. In addition to alternative......

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
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......

relevant regions
London, United Kingdom

Retirement Accumulation and Decumulation Platform

WealthObjects provides solutions that allow firms to efficiently engage with customers through the accumulation, at-retirement and decumulation phases....

relevant regions
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
Libertyville, IL, United States

RetireUp

Founded by advisors for advisors, RetireUp believes that retirement income planning is personal – and clients deserve more than a one-size-fits-all solution. Its comprehensive planning platforms use engaging charts and graphs to transform complex financial concepts into easy to understand, “big-picture” visuals that enable clients to become active participants in......

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
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
Auburn, CA, United States

Riskalyze Partner Store

Tap into the industry's best researchers and asset managers, and get alerts when strategies are updated. Best of all, if you've got Riskalyze, you've got the Riskalyze Partner Store. ...

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....

relevant regions
Singapore, Singapore

Robo Advisor

Tradesocio Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance......

relevant regions
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......

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......

relevant regions
New York, NY, United States

Rollover compliance

The world's largest repository of retirement plan fee disclosures Leverage FeeX's expansive, ever growing database of retirement plan fee disclosures to compare retirement plan services and fees before recommending a rollover. Statement processing Stop the manual work of deciphering client's statements. Instead, send them to FeeX for an automated and accurate analysis. Automated data......

relevant regions
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......

relevant regions
Braintree, MA, United States

SatuitCRA Investor Portal

SatuitCRA offers a secure investor portal that provides an easy to use and cost effective solution for the delivery of content to your clients and investors and for sharing documents with external parties. Our secure portal software allows you to provide content including monthly or quarterly statements, K-1s, Capital Call notices,......

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,......

relevant regions
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......

relevant regions
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......

relevant regions
Zurich, Switzerland

Seevik Pod

Problem There are 16 million high net-worth individuals in the world, accruing US$53 trillion in wealth. In May 2019, a UBS Group poll found that cybersecurity is high-net-worth individuals’ second greatest concern, after “their country politics”. Yet, no matter how much they are willing to spend - except for niche use cases and......

relevant regions
Berlin, Germany

SENTILab API

YUKKA Lab´s API offers the possibility to integrate the full power of our artificial language intelligence solutions perfectly suited in your companies needs and challenges as web component or data component. YUKKA Lab´s API is based on a documented REST interface, which allows integration via standard HTTP requests. This provides the......

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Singapore, Singapore

Separately Managed Accounts (SMA)

SMA allows financial institutions to offer multi-asset portfolios to their clients which they can invest, manage and monitor in real-time on their clients’ behalf. SMA provides accurate and reliable data to efficiently manage and value portfolios, and deliver high quality client service. The solution provides complete, end-to-end and flexible portfolio management......

relevant regions
London, United Kingdom

Sesame

Sesame© is a secured web-based application that delivers interactive investment reporting solutions. Sesame© leverages the latest cloud infrastructure to automate tedious and costly manual processes on non-core activities. Sesame© is a managed solution with seamless and proven onboarding process enabling efficiency increases within investment firms. Our features Dashboard 1-Page all-in view with smart......

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 all internal......

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
Zurich, Switzerland

Sherpany

Sherpany meeting management software Sherpany maximizes your compliance and ensures the highest European security standards when it comes to protecting confidential data. Our meeting solution is ISO 27001 and ISAE 3000 certified, compliant with GDPR and FINMA regulations, and not affected by the US CLOUD Act. Your company can ensure maximum protection......

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
Geneva, Switzerland

Signatys

How it works? SignMit App SignMit is a mobile application allowing secured verification between banks and clients by connecting documents to their smartphones. Digitalize any type of workflow requiring a hand-written signature or approval and speed up your manual processes while reducing your operational costs. All the events are tracked in an audit trail so......

relevant regions
Lausanne, Switzerland

Silo

SILO, engineered in Switzerland for banks Designed specifically for banks and financial infrastructure providers, SILO delivers all the elements required for digital asset custody: from secure key management to flexible wallet configurations and powerful transaction processing logic, SILO can be operated from a user interface as a stand-alone platform or interconnected......

relevant regions
Copenhagen, Denmark

SimCorp Coric Digital Portal

Using SimCorp Coric’s digital portal, you can create branded client portals that offer instant online access to performance data, market views and important documents. No longer do clients need to wait for the end of the monthly or quarterly reporting cycle to view their portfolio data. Through the digital portal,......

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
Reading, United Kingdom

Sirius Portal

The key to secure role-based systems access The Sirius Secure Internet Shell is a secure web-based front end, onto which other applications can be built.  It enables users to log into multiple applications using a single domain. Sirius is built to last No need for an internal IT team – our software developers......

relevant regions
Reading, United Kingdom

Sirius – Wealth Management Portal App

At Vega Solutions, we have many years’ experience developing secure web portals for our customers in the financial services industry. Our Sirius Wealth Management Portal App includes all the features your clients need to manage their day to day interactions with you. From viewing their asset values and trust documents to making......

relevant regions
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......

relevant regions
Zurich, Switzerland

SIX Tax Score

SIX Tax Score leverages and complements the financial information provided by SIX with additional tax information, in order to support portfolio managers and wealth advisors in providing tax transparent investment advice. We deliver our clients with superior tax data they can easily call upon to understand the tax implications and make the......

relevant regions
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......

relevant regions
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....

relevant regions
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......

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......

relevant regions
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
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......

relevant regions
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......

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
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
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. ...

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......

relevant regions
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
New York, NY, United States

Summitas Platform

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

relevant regions
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
Zug, Switzerland

Swiss Crypto Vault

Swiss Crypto Vault developed a proprietary hyper secure cold storage solution based on a HSM (Hardware Security Module). It applies the highest standards of cryptographic, IT and physical security as well as multi-party segregation and multi-signing features. The implementation is regularly reviewed by an independent third party. Swiss Crypto Vault as......

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Palo Alto, CA, 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......

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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......

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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......

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Seattle, WA, United States

Tableau's Developer Tools

Extensions Create dashboard extensions so end users can interact directly with data in third-party applications, without leaving Tableau. Capabilities like write-back, custom actions, deep integration with other apps, and custom UI are all at your fingertips. Data connectivity Create connectors to data sources that are not currently supported by Tableau, including websites and......

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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......

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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......

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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......

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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......

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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......

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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......

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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......

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Geneva, Switzerland

Temenos Connect

Customers want choice in how they bank and want to use whatever channel or device suits them best, at any time. Mobile banking is rapidly becoming the preferred channel of choice for many customers, not just in retail, but also corporate customers and investors. As devices continue to emerge, customer......

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London, United Kingdom

Tercero Digital Wealth

Built specifically for the investment management community, Tercero Digital Wealth allows you to deliver the online capabilities needed in the new digital age. Whether offering robo-guidance and the necessary on-boarding for new business, or feature rich online access for existing customers, Tercero Digital Wealth will support a wide range of customer......

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London, United Kingdom

The Acin Terminal

Unlock the power of a collective data network and a seamless application to better manage risk. What it offers A complete suite of tools and functions for your non-financial risk management challenges. Respond to stakeholder challenge Risk event assessment Compare to peers Identify emerging risk Maintain effectiveness and efficiency Demonstrate completeness Features Industry benchmarks Compare how you perform against your competitors......

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Zurich, Switzerland

The Appway Platform

The Appway Platform gives organizations the power to develop and operate scalable business applications as they reinvent for the Digital Age. The comprehensive platform coordinates processes in a unified digital workspace, promoting collective intelligence and inspiring companies to turn their visions into running solutions. ...

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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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London, United Kingdom

The Atlas Platform

Arkera have successfully integrated decades of Top 5 quant hedge fund and banking knowledge with smart NLP to identify relevant intelligence, structure hypotheses and deliver near complete, near perfect intelligence. Identifies key topical issues for market professionals Collates the most valuable sources of information, including sources not incorporated into traditional solutions (e.g.......

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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......

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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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Nyon, Switzerland

theScreener Feed

theScreener Feed is a data feed solution for easy integration of theScreener’s ratings and analysis into online-/mobile-banking applications, core-banking, portfolio management and brokerage systems. Whether you want to improve your client interactions, enhance trading activity or provide additional reasons for your client advisors to contact clients, then theScreener Feed is the right......

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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......

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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....

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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......

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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......

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Zug, Switzerland

Tokengate

Fundraising Cryptocurrencies & FIAT Referral programs Private sales & public sales Client onboarding KYC/AML compliant White-labelled Qualified digital signature OTC & secondary market Peer-to-peer trading facility Securitization for traditional market Token & contributor onboarding on exchanges Open platform integrating all required functions in a fully automated workflow Each module can be fully customized and adjusted to the specific requirements of the client and jurisdiction.The platform......

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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......

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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......

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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......

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Chicago, IL, United States

Total AdvisorCloud™

Because no two RIA firms are alike, ĪTEGRIA‘s Total AdvisorCloud is as highly customized as it is private. It includes every technology and compliance best practice ĪTEGRIA has learned while working exclusively with RIA firms. Our immersion in the RIA field also means we are adept at assessing your current needs, developing and deploying your......

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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......

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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......

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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......

relevant regions
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......

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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......

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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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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......

relevant regions
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......

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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......

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London, United Kingdom

TrustVault as a Service

The account is highly secure A clients phone is paired with the private keys of your accounts, which are encrypted and stored in secure hardware (HSM’s). This ensures high levels of security, even when sending and receiving funds, as your private keys are never exposed. Never lose your private keys Should a client lose access to......

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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......

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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......

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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......

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Stockholm, Sweden

UL Bridge

UL Bridge is a modular, multi-protocol, multi-asset class connectivity platform which offers rich normalization capabilities together with highly configurable message routing, validation, translation and enrichment features. Using intelligent data flow management, orders are routed to multiple global venues giving firms the scale and reliability required to centralize and standardize trade......

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
Los Angeles, CA, United States

Vanilla

All of the benefits of working with top estate planning attorneys without the cost or hassle Between the efficiency of technology and partnering with one of the nation’s most recognized law firms, we are able to offer an end-to-end process that allows your clients to quickly create documents and receive a......

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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......

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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
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......

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London, United Kingdom

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
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
Reading, United Kingdom

Vision Banking and E-Banking System

Powerful functionality and unrivalled ease of use We know that our clients need security, reliability, scalability, flexibility and client focus – Vision delivers all of this combined with intelligent automation to ensure high levels of productivity and customer satisfaction. Our customers are our best advocates. Vision uses a standard Windows interface,......

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......

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Birmingham, United Kingdom

VOLe

Our digital client portal is a unique way for you to reinforce your relationship with your client and provide them with access and control they require. Branded to match your corporate image, every time your clients log on they are reminded of the quality of the services you provide. VOLe......

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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
Boston, MA, United States

Wealth2k

We believe the future is about practicality and simplification. Our solutions scale because we combine tech with brilliant sales content. We offer a retirement income product that consumers actually understand. Advisors rely upon us to deliver better income plans while attracting investment assets of more than $10 billion, annually.  The Income......

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Nashville, TN, United States

Wealth Access

Client Experience Deliver a custom-branded mobile app and client portal to your clients and prospects so you can succeed in the new wealth management era. Our technology can help you stay compliant for DOL rule changes and provide an enhanced client experience built on leading-edge technology solutions. Plus, our team is......

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
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
San Jose, CA, United States

WealthKit

At WealthKit™, we are digitizing state-of-the-art techniques for the management of wealth and debt, and making those tools available to the 99.9% that is currently under-served. The application uses big data and AI to provide structure and insights to the individuals and a near zero cost on-boarding and customer management......

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......

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......

relevant regions
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....

relevant regions
New York, NY, United States

Wealth-X Data

Wealth-X provides clients with three distinct ways to access our data. Learn more and select the access point that’s best for your organisation’s prospecting strategy. Wealth-X Professional Wealth-X Salesforce Application Wealth-X API Integration ...

relevant regions
Madrid, Spain

Web 3.0

Allfunds Bank's expansion is in full swing as it looks to further consolidate its leadership position. In this highly competitive market the Web is a basic tool that reflects the ability of a company to innovate. To this end, we have updated your Workstation to provide all the necessary tools to......

relevant regions
London, United Kingdom

Web App Development

Over ten years of development experience 90+ highly skilled developers 80+ completed projects ...

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......

relevant regions
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. Promote......

relevant regions
Melbourne, VIC, Australia

Website Development

We can supply content for your services @ $49 a service We have built well over 2,000 websites for financial planners and accountants.  We began in 1998 and work exclusively for financial planners and accountants Our prices are around half the industry norm Our sites are fully responsive, well design and quick to......

relevant regions
State College, PA, United States