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 Solutions917
- Solution Providers552
- Knowledge Resources926
Featured Solutions
Zurich, Switzerland
3rd-eyes analytics’ wealth and life planning solutions
We provide financial institutions with modular and flexible, white-labelled Software-as-a-Service and API solutions that improve, automate and visualise wealth planning interactively. Our solutions can be configured flexibly to create different use cases along the whole wealth management value chain. This is possible because we follow a service-based architecture, always use......
Client type
Relevant Regions
Zurich, Switzerland
additiv Hybrid Wealth Manager
additiv Hybrid Wealth is a omni-channel, advisor-led, out-of-the-box, fully integrated wealth management suite that is based on the additiv DFS Wealth Platform. It drives omni-channel client experience and servicing. This orchestration suite is designed for the creation and operation of digital offerings, including services and products with various business models for......
Client type
Relevant Regions
Zurich, Switzerland
Embedded Compliance
Embedded compliance is defined as the ability to provide instant answers to regulatory questions when and where they are needed—fully integrated into financial institutions' existing infrastructure. Embedded compliance works by unifying regulatory knowledge so it can be processed from a single repository, structuring it so it can be used in any......
Client type
Relevant Regions
San Jose, CA, United States
Bill for Wealth Management
Bill (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth management firms supporting high-net-worth clients, enables firms to shift from a cumbersome and time-intensive approach to an automated and secure bill......
Client type
Relevant Regions
London, United Kingdom
BITA Wealth
BITA Risk provides BITA WEALTH with module options as follows: BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance checks......
Client type
Relevant Regions
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......
Client type
Budapest, Hungary
Wealth Portal
The Wealth Portal is not only an online portal through which clients can check all the information and data of the composition and performance of their investment portfolio, but also a platform for digital communication. The portal is available as a native iOS and Android mobile app or in a......
Client type
Relevant Regions
Zug, Switzerland
Etops Wealth Management Technology
The Etops solution allows you to collect data from a various range of custodians, which can be easily interpreted in various formats using AI-based technology. Our solution performs reliable reconciliation and quality checks overseen by our experienced service team. You profit from aggregated transactions and positions of your portfolios delivered in......
Client type
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
Relevant Regions
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......
Client type
Lausanne, Switzerland
Wealth platform for IAMs
The solution: Enables the management of investment strategies and model portfolios Provides access to investment stories, themes and ideas Allows generation of investment proposals, suitability checks and systematic monitoring of portfolio restrictions Provides aggregated performance and risk reports across all clients Assist with reconciliation tasks The platform is web-based and is already connected to over 70......
Client type
Relevant Regions
London, United Kingdom
Core-to-Digital Solution Suite
Advanced and comprehensive, our Core-to-digital platform includes 3 main components: a Core Banking System, a Portfolio Management System (PMS) and a Digital Client Lifecycle Management (CLM) including Web & Mobile Client and EAM Portal. An ideal combination to empower our customers towards their successful business growth. Complemented by an Activity Workflow Manager, a Client Data......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Luxembourg, Luxembourg
FundsDLT Platform Solution
FundsDLT Platform Solution for wealth managers FundsDLT provides a shared platform built on distributed ledger technology. It aims to generate efficiencies, transparency and better client experience all along the investment fund distribution chain. Wealth managers can streamline a range of tasks by using the FundsDLT blockchain to automate processes in a......
Client type
Tel-Aviv, Israel
Solution for the Private Wealth Industry and Distributors
Automate and streamline your structured product business. From the wealth team of a retail bank to a private banking institution, a family office or a wealth manager, the structured investments shall be easy to access, analyse, manage and execute. In a persistently low-interest-rate environment, investors are seeking more yield and better......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Bangkok, Thailand
Smartcards
What are they? Digital business cards that are backed by powerful sales engagement technology. No more paper business cards, instead have a beautifully designed and branded plastic or metal card that with one tap on your recipient’s mobile phone, opens a world of engagement, creating a connection like never before. Why is......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Beverly Hills, CA, United States
Digital Wealth Platform
For wealth managers, advisors and turn-key asset management programs (TAMPs), InvestCloud Digital Wealth apps are designed from the ground up to provide an intuitive and seamless experience for advisors and clients alike. Unlike hard-coded point solutions, InvestCloud Digital Wealth apps offer holistic truly solutions for wealth managers and advisors....
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Beverly Hills, CA, United States
Financial Planning Platform
InvestCloud Digital Financial Planning is the only planning solution that offers advice across the spectrum – from self-directed through to UHNW advice. InvestCloud Digital Financial Planning includes life planning, goals-based planning, cashflow planning, tax planning and estate planning....
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Beverly Hills, CA, United States
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....
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Geneva, Switzerland
InvestGlass
Fintech friendly CRM built for banks, asset managers, remote workers and much more. Sell faster. Close more deals. InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction, wealth advisors check on their customised InvestGlass platform for recommendations. InvestGlass is not an investment advisor, broker or dealer and......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
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......
Client type
Relevant Regions
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......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Financial Advisors
Relevant Regions
Cupertino, CA, United States
The Moxo Secure Message Center Solution
Completely configurable Moxtra’s SMC can be configured to the workflow needs of business across a variety of industries. Today, the SMC powers customer engagement and collaboration in the retail banking, wealth management, and insurance verticals for several financial institutions around the world. Deployment is flexible with hybrid, private cloud and on-premise......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Burlington, MA, United States
Nuance Gatekeeper
Improve experiences, reduce costs, and prevent fraud in every channel Nuance Gatekeeper delivers seamless, secure biometric authentication with intelligent, proactive fraud prevention. Through Gatekeeper, companies improve customer experiences and reduce operational costs--whenever, wherever and however customers engage. The world’s most advanced biometric solution for authentication and fraud detection Nuance Gatekeeper is a fully......
Client type
Relevant Regions
London, United Kingdom
Nucoro Hybrid Advisory
Deliver a superior advisor-led client experience and supercharge your advisors’ capabilities, freeing up their time to build deeper relationships and drive new business development. Build trust, increase conversion and provide deeper knowledge to your clients with AI-powered portfolio insights at your advisors’ fingertips. Deliver a slicker service to your clients and give......
Client type
Relevant Regions
London, United Kingdom
Alternative Fund Administration
As part of ObjectwayPlatform, the Alternative Fund Administration process is where Alternative Investments meets administrative, operational and regulatory requirements in the alternative fund management such as real estate funds, private equity and hedge funds with a unique, flexible and user-friendly solution, in line with regulatory requirements. The platform offers functional coverage......
Client type
Relevant Regions
London, United Kingdom
Investment Advisory
As part of Objectway Platform, Investment Advisory is an integrated and customisable software platform enabling wealth management institutions to set up a client centric advisory process. Augmented intelligence and human governance are blended to achieve higher levels of efficiency and increase customer base, thanks to a quick generation of optimised......
Client type
Relevant Regions
London, United Kingdom
Investor & Advisor Portal, Client Onboarding
As part of Objectway Platform, the Investor & Advisor Portal is omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and adviser. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction,......
Client type
Relevant Regions
London, United Kingdom
On-Cloud
Objectway Cloud service delivers the most complete and scalable wealth and asset management platform in the market, supporting over 100 clients with more than one trillion euros of AUM. Objectway Cloud solutions free clients from the need to manage all software, technology and infrastructure issues, enabling time and cost-saving, allowing to focus more......
Client type
Relevant Regions
London, United Kingdom
Technology
Objectwaysustained investment in technology ensures our clients all the flexibility and scalability they need. Analysts say we ‘combine the credibility of an established vendor to the innovation of a fintech’. An omni-channel approach weaves web, mobile, messaging and CRM technologies into a threaded whole that facilitates customer journeys through automation,......
Client type
Relevant Regions
New York, NY, United States
OpenFin Workspace
Built on OpenFin’s industry-leading container, Workspace helps employees harness the power of seamless data flows, automation, context sharing and intelligent prioritization in a simple, personalized space that takes the labor out of work. Each component of Workspace is formidable in its own right, but the true power emerges when all the......
Client type
Relevant Regions
London, United Kingdom
Engineering - Turbo Traction
Investors want to see traction and know that their money will be spent wisely. Working technology and a clear product validation path are critical. Prototype vs POC vs MVP is an important early-stage decision. A well-presented articulation of the business model is also key. Few early stage firms have all......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Grenoble, France
Smart Risk Decisions
At Raise Partner, we believe that financial advisors have a central role to play in this regard, by effectively steering their investments and those of their clients towards greener assets. To achieve this goal, however, they still face a number of challenges: increased and not sufficiently precise regulatory requirements, increasingly abundant......
Client type
Relevant Regions
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......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
Relevant Regions
Madrid, Spain
Tower
Tower is the TechRules leading software solution for wealth management. It is the answer to obtain a complete lifecycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to......
Client type
Relevant Regions
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......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
Relevant Regions
Boulder, CO, United States
Louise by TIFIN
Louise empowers advisors to grow their practices by engaging clients with a personalized, digital charitable giving platform. Sprung from the confluence of wealth management and philanthropy, our scalable end-to-end solution supports the charitable goals of the whole family through personalized Donor Advised Funds. With Louise, users can search and discover over......
Client type
Relevant Regions
Boulder, CO, United States
TIFIN Grow
TIFIN Grow, part of TIFIN Wealth, helps wealth managers create hyper-personalized and intelligent investment proposals for their prospects by matching portfolios to an individual’s risk, planning, and financial personality insights. TIFIN Risk helps advisors with compliance, prospecting, and client retention by calculating and comparing three risk scores: risk capacity, risk preference,......
Client type
Relevant Regions
Boulder, CO, United States
TIFIN Personality
TIFIN Personality helps advisors grow their practice with cutting-edge AI technology that uses positive psychology to identify what matters most to investors. It empowers advisors to differentiate their offering, deepen relationships, engage with new clients, and even discover held-away assets. TIFIN Personality is part of TIFIN Grow, which helps wealth managers augment......
Client type
Relevant Regions
Boulder, CO, United States
TIFIN Plan
TIFIN Plan is part of TIFIN Grow, which helps wealth managers augment their businesses through personalization at scale. TIFIN Grow empowers advisors to understand their clients’ and prospects’ fears, needs, and wants through risk, planning, and personality assessments. Advisors may complement TIFIN Plan with TIFIN Grow’s Risk and Personality platforms to......
Client type
Relevant Regions
Zurich, Switzerland
ti&m Digital Onboarding
Be ready whenever your users are. Create a frictionless, user-centric onboarding experience. Accessible any time of day with instant verification thanks to our AI-driven onboarding and identification solution. ...
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Sydney, NSW, Australia
Connect
Connect offers a simple and affordable solution to organize and protect your data whilst gaining compliance and saving you valuable time. Poor document filing wastes hours that busy financial planning firms just don’t have the time for. Time is money, and inefficient processes lead to substantial human resource costs. Connect lightens......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Basel, Switzerland
Unblu Conversational Platform
The Unblu Conversational 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......
Client type
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.......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
London, United Kingdom
WDX1
WDX1 is a robust, adaptable Client Lifecycle Management (CLM) solution that allows wealth managers to nurture engaged and profitable client relationships, eliminate administration time, ensure compliance and cut operating costs to optimise cost-to-income ratio. Ideally suited to large private banks and the wealth and asset management divisions of global financial institutions,......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Plymouth Meeting, PA, United States
WealthHub
WealthHub creates an operating environment for trust administration that puts all your critical information in one place and provides customizable workflows and approval processes. Trust documents. Investment account and cash balances. Client information. Family relationships. Bank accounts and transactions. Key trust provisions. All at your fingertips for efficient management. There has......
Client type
Relevant Regions
London, United Kingdom
Pay As You Grow
You need a single sandbox You have an idea of my expected volumes You are happy to build independently, but I need support to go-live You can have my questions answered through a standardised SLA You do not have any custom integration requirements You want post go live support subject to standard SLAs You are happy to use multi-tenant......
Client type
Relevant Regions
Royal Leamington Spa, United Kingdom
Turo
Fully configurable to your in-house advice policy, Turo has a wide range of capabilities. At its entry-level, Turo offers an automated, chat-bot powered financial health check that determines how much the user needs to save per month to reach their savings and retirement income goals. At its advanced level, Turo can......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Financial Advisors
Relevant Regions
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......
relevant regions
Paris, France
20S
2OS is a no-code solution that helps companies from any sector to build high-impact applications. No-code allows non-technical profiles to create a business application alone, with a drag and drop logic, build relevant workflows that hit the point. The No-code platform is composed of 2 parts: an App-builder and an......
relevant regions
Zug, Switzerland
21Shares
The most efficient way of investing in digital assets Listed security Gain exposure to crypto with 21Shares, a listed security that will derive its value from the price of the top 5 crypto assets. Headquartered in Switzerland Switzerland’s reputation for safety and security make it an ideal location for your digital asset investments. Institutional custody We've......
relevant regions
Singapore, Singapore
Singapore, Singapore
Kirkland, WA, United States
3xEquity
3xEquity is a privately owned practice valuation firm, focused on real time valuations and future opportunities for financial practice companies. 3xEquity principals leverage their expertise in financial investments and valuation platforms that enable the firm to consistently forge value-adding relationships in valuation, management, and financing. Additionally, 3xEquity is positioned to purchase......
Portland, OR, United States
4FP
Full-service digital marketing agency catering to the financial planning profession. We provide digital marketing strategies to registered investment advisors, financial planners and other advice professionals. Whether it is making a new website, honing your online image or building compliant online practice management strategies, Digital Marketing 4FP will find your solution. We provide......
London, United Kingdom
7IMagine app
7IMagine allows you to interact with the information and see a client’s entire portfolio exactly as you want. View your clients portfolios on the go 7IMagine allows you to view your clients portfolios on the go, as long as you have an internet connection. My Future My Future is a brilliant tool to encourage......
relevant regions
London, United Kingdom
Aave
The Aave Protocol has been audited and secured. The protocol is completely open source, which allows anyone to interact with the user interface client, API or directly with the smart contracts on the Ethereum network. Being open source means that you are able to build any third-party service or application......
relevant regions
London, United Kingdom
ABAKA for Partners
Proactively offer financial guidance, advice and intelligent nudges to help your customers achieve their financial goals. Cognitive financial advisory services Our platform Proprietary natural language understanding built specifically for financial advice. Nudging platform using deep neural networks for personalised and actionable nudges. Source content and bespoke communications to improve financial knowledge. What this means Get instant......
relevant regions
Brussels, Belgium
Abbove
Abbove is a wealthtech company developing a collaborative wealth planning platform (previously called PaxFamilia) that unites financial advisors, their clients, wealth data and technology in one place. To help financial advisors strengthen families over generations, Abbove’s solution supports their wealth management activities on three levels: To understand their clients’ global (wealth) situation.......
relevant regions
Melbourne, FL, United States
Accent Connect
Centralize, manage, deliver, collaborate, and measure the effectiveness of marketing and sales content on any device. Powerful content search Google-like searching returns the right resources quickly. Search for anything—documents, videos, training materials, people, email templates, web meetings—you name it. Intelligent content suggestions Content surfaces based on the sales situation. AI sifts through the situational variables intelligently......
relevant regions
Melbourne, FL, United States
Accent Insight
A complete set of sales activity and buyer response data - emails, calls, meetings, texts, web visits, content shared, and more. Know exactly what content is used The AI tells you precisely what content is being shared with buyers—even through email attachments—giving you 100% visibility into all content shared with buyers. It even......
relevant regions
Melbourne, FL, United States
Accent Manage
Managers and leaders get a complete picture of how deals are progressing and how reps and teams are performing. Engagement timelines and rep scorecards give managers and leaders unprecedented visibility and insight into sales performance. Auto capture seller-buyer activities Reps not entering data into CRM? No worries. The Sales AI automates the capture......
relevant regions
Melbourne, FL, United States
Accent Sell
Use the power of AI to coach sellers in the field, uncover hidden buying team members, and simplify accurate forecasting. We're a sales leader's best friend. Automated data capture Sales AI automates time-consuming CRM data entry. All sales activities—emails, calls, and meetings—automatically captured. No change in rep behavior needed. Adoption is built-in. Respond faster to buyers Real-time......
relevant regions
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......
relevant regions
Florida, United States
Account Aggregation
Aggregation API and Seamless Integrations With our account aggregation API and integrations with many of the most widely used software systems in the wealth management industry, AllBackoffice account aggregation fits an unlimited number of use cases and can be accessed in virtually any system you use to run your business. Turn Insights......
relevant regions
London, United Kingdom
Accounting Software for Financial Services
When it comes to managing your own organisation's financial position you need confidence that your provider of financial services accounting software meets all your demanding requirements. AccountsIQ will help you reduce costs, cut processing time and increase confidence amongst your stakeholders in the integrity of your financial statements. Modern accounting All the......
relevant regions
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......
relevant regions
Zurich, Switzerland
Zurich, Switzerland
Acolin Oversight Platform
Our oversight solutions are designed to increase visibility and transparency as well as making control and governance more efficient, all on one platform. A SaaS–based data collection and analytics platform, allowing asset managers to efficiently address increasing compliance obligations, gain valuable insights into their distribution network and identify opportunities to improve......
relevant regions
New York, NY, United States
Acuity Scheduling
Simplicity, Meet Power Control your availability 24/7 Manage multiple locations and employees, only show your clients the calendar you want them to see, and harness all the flexibility to make scheduling work for you. Organize your schedule Auto-adjust for time zones, let clients easily cancel & reschedule themselves, and send automated reminders to keep......
relevant regions
Zurich, Switzerland
additiv Wealth Robo Advisor
additiv Wealth Robo Advisor are based on the DFS Wealth Platform, and they provide the wealth management industry with a compelling solution to serve their clients with a self-service wealth accumulation and/or wealth decumulation solution. Use cases include the entry into new client segments or markets in a cost-efficient manner or......
relevant regions
New York, NY, United States
Adept Platform
Navigate rapidly evolving regulations Adept operationalizes laws, rules, and policies to advance compliance within existing systems. Droit continuously monitors regulatory and policy changes, updating its platform with each regulatory change or new interpretation. Act right with confidence The Adept platform provides clients with the consensus view as to how rules and regulations are......
relevant regions
San Jose, CA, United States
Adobe Sign
Adobe Sign is the world’s top e-sign solution. No matter the size of your organization, you can use it to prepare, send, track, and manage contracts, forms, agreements, and more. Anyone can sign and return, from any device. And you can have it up and running in minutes — as......
London, United Kingdom
Advantra Wealth
Advantra is a highly evolved, yet simple, personalised and intuitive digital platform. An eco-system that empowers the banks and their clients. ...
relevant regions
Windsor, CT, United States
Advent Insurance Marketplace
In the past, high commissions, complex products, and lack of technology prevented fiduciaries from incorporating the benefits of insurance into their clients’ financial plans. The Advent Insurance Marketplace Powered by DPL eliminates those barriers by offering value-driven products without commissions to deliver greater client benefits at a lower cost. SS&C Advent has partnered......
relevant regions
London, United Kingdom
AdviceBridge Platform
Efficiency & profitability through engaging AdviceBridge AdviceBridge is easy to implement within your business, integrating with existing software and significantly improving your business. Advisers & clients get their own separate dashboard along with an intuitive and easy to use interface for loading or updating information. It is designed to save you......
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 ...
relevant regions
Los Angeles, CA, United States
AdvicePeriod for Advisors
We deliver a comprehensive solution that enriches all aspects of your practice — from brand consulting and business development to technology tools and operational resources. Join AdvicePeriod for Advisors and achieve your goals of growth, ownership and simplicity. Focus on what really matters. Plug into our integrated technology stack, hand-selected to optimize every......
Sydney, NSW, Australia
Adviser
Why add Macrovue to your stable of product providers? Simplified trading Trade international and ASX-listed shares through a single, intuitive adviser trading platform. Experienced investment team Our concentrated share portfolios (Vues) are professionally constructed, monitored daily and reviewed quarterly. Admin support Online applications, annual tax reports and corporate action support reduce the admin burden. Low fees Our fee......
relevant regions
London, United Kingdom
Adviser/Agent (Hybrid Digital) Platform
Hybrid Advice is a semi-automated financial planning and investing solution that considers clients’ circumstances and offers suitable recommendations to achieve financial goals digitally and through human adviser interaction. This solution provides firms with the ability to deal with personalised client scenarios through appropriate level of human interaction and support. Hybrid Advice......
Austin, TX, United States
AdviserGo
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. ...
Perth, WA, Australia
AdviserNET
AdviserNET delivers time-saving, business enhancing features like electronic applications, online transactions, customised client portfolios, an online share trading facility, profile modelling, client account summaries and up-to-date research. These features all help you to focus on what matters most – getting results for your clients and for your business. AdviserNET is Australia's......
relevant regions
Darien, CT, United States
Adviser Technology Platform
Access best-in-class technology and operations systems, unified on one platform. This open architecture system is preconfigured to clients’ needs using Mirador’s Key Technology Decisions Rubric. Its flexible construct ensures ongoing upgrades to innovative tools; tools that are accessible to advisor teams through the easy-to-use Gateway workstation....
relevant regions
Leeds, United Kingdom
Advise Wise Platform
From a market-leading Quick Quote to source whole of market plans, to a client CRM to store all your customers’ cases, documents & KFI's. 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......
relevant regions
Luxembourg, Luxembourg
Advising Kit
aixigo's Advising Kit is more than just investment advisory software. It facilitates the efficient creation of a personalised and regulation-compliant investment recommendation. Thanks to cutting-edge financial technology, time-consuming processes are minimised, thereby shifting the focus to the customer! Our Advising Kit aims to significantly reduce the effort and complexity of providing......
Jersey City, NJ , United States
AdvisorClient®
Provide your clients the ability to easily and securely access their accounts and stay up to date on their account balances, positions, transaction history and more with AdvisorClient.com. Your clients will see pages that are personalized with your name and contact information at the top of each screen....
Jersey City, NJ , United States
AdvisorClient Mobile App
Trade any way you’d like with your choice of two powerful mobile trading apps compatible across all your smart devices. Select the app that helps you trade most conveniently. TD Ameritrade Mobile App Track your investments with this simple and straightforward app Trade stocks, ETFs, and options with easy and intuitive order entry......
Darien, CT, United States
Advisor-Client Portal
Built to enrich the advisor-client relationship Gateway allows advisors and clients to digitally collaborate and build lasting relationships. With a personalized dashboard and standard-setting features, Gateway extends the digital environment to create a seamless and secured client experience. A front door to all of your wealth management needs Our solution is engineered with the advisor......
relevant regions
Austin, TX, United States
AdvisorComplete
AdvisorComplete is an integrated workstation that aligns all of your client data and daily business functions....
Lake Success, NY, United States
Advisor Desktop Solutions
Increase client engagement and achieve greater business value. Enable advisors and investors to do advanced trading with comprehensive portfolio insight, while managing their investments based on goals, assets, and market data and research....
Raleigh, NC, United States
AdvisorEngine CRM™
Where information meets action Spend less time managing data - and more time managing clients A CRM built to think like you At the core of our development process is a human-centered methodology, and you, the client, continuously help us to hone in on important features and initiatives, resulting in a CRM that......
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Sydney, NSW, Australia
AdvisorForms
A paper-free future is closer than you think Save 1.5hrs per client by slicing the time spent capturing and entering client information. AdvisorForms effortlessly records and syncs your client data with your System of Record. No manual data entry, transcription errors or lengthy new client onboarding process - just lots of......
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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 -......
Chicago, IL, United States
Advisor Portal
Our streamlined wealth management process assists advisors in: Holistic Planning & Proposal Generation Developing the Roadmap - Build recommendations on a strong foundation of proven tools and research. Advanced analytics and manager and fund recommendations are based on in-depth PMC research—and integrated with leading financial planning software. Advanced Portfolio Solutions Broad access to thousands......
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New York, NY, United States
AdvisorStream
Access the world’s most engaging content. In one platform AdvisorStream is the only marketing platform fully partnered with the world’s most credible and trusted publishers. The award-winning service helps financial advisers engage their clients and win prospects through timely, personalised and compliant investor communications. An omni-channel marketing service, AdvisorStream delivers the......
Indore, India
Advisor X
Video KYCInstant full video KYC by invitation link for clients present in any part of the world. Place MF transactionsAdvisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor. Reports on WhatsappAdvisor gets the capability of sending various reports like valuation, capital gain, transactions &......
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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....
San Francisco, CA, United States
Affinity CRM
Automate every contact and company profile No deal-maker should have to spend half their week creating contacts in a CRM. Affinity automates this process while enriching profiles with data that will drive action. Automate contact and company profiles from inbox and calendar data Enrich profiles with industry data to provide actionable insights Free up......
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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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Singapore, Singapore
AIFMetrics Platform
AIFMetrics is a new-age Wealthtech platform connecting fund managers to their investors and distributors/ intermediaries through an enhanced user experience. Improve the sharing of fund performance metrics and build confidence with investors and distributors in raising successive rounds of capital. A cloud-hosted, mobile-ready platform that transforms your business: new working methods, new......
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Boston, MA, United States
Akoya for Institutiuons
Reasons to integrate Outsource 3rd party management Reduce the costs of contracting, vetting, building, and maintaining agreements with countless fintech apps. Ensure security and privacy Review security assessments and policies of all network participants — including Akoya, which is SOC 2 Type II certified. Implement once Stop one-off API integrations and offer Akoya as an access......
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San Francisco, United States
Alchemy Amplify
Alchemy Amplify is your go-to launch partner letting developers and content creators focus on building their products while we handle the hype....
San Francisco, United States
Alchemy Build
Alchemy Build is a no-configuration in-house suite of developer tools to prototype, debug, and ship products faster. Get started free today!...
Madrid, Spain
Allfunds Blockchain
Allfunds Blockchain has built a holistic and trailblazing blockchain platform to technologically transform the investment fund landscape. Why Allfunds Blockchain A blockchain environment ready to test Allfunds Business Smart Contracts solution: blockchain technology for fund distribution activities that offers the capacity to understand the best adaptation strategy and use of the blockchain technology......
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Madrid, Spain
Allfunds Blockchain & ConsenSys
Allfunds Blockchain & ConsenSys partnership Allfunds & ConsenSys collaborate to apply Allfunds Blockchain technology beyond the Fund Industry ConsenSys, the leading blockchain software development, is the original creator of the Hyperledger Besu codebase, and the owner and maintainer of the popular Ethereum codebase The partnership enables enterprises around the world a new private......
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Madrid, Spain
Allfunds Sweden
Efficient and simple mutual fund order routing, execution and settlement Allfunds Sweden Nordic Fund Market is a digital platform that enables distributors access to third party funds. Under an efficient automated setup, fund distributors can boost their fund order routing, execution and settlements using a single and efficient interface. Boost your fund......
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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......
Exton, PA, United States
AlphaTrust® e-Sign
AlphaTrust e-Sign is an enterprise e-Signature solution that enables automation, ranging from simple send-a-document-forsignature to your most complex workflows. AlphaTrust e-Sign is a fully-brandable, compliant eSignature and document-process automation solution that securely digitizes the creation of legally enforceable business records. Increase the efficiency of your daily workflow with AlphaTrust e-Sign through......
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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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Singapore, Singapore
Alta for Family Offices
Your assets are one of the most important things to you, tirelessly cultivated over time. Where you allocate them should be equally intentional. With Alta, you can transform your assets into conduits for change by backing the most innovative entrepreneurs, disruptive startups and diverse funds shaping our future. Play a part......
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Singapore, Singapore
Alta for Institutions
We understand the importance of adaptivity, whether it’s calibrating portfolio strategies for your clients, or anticipating the changes that come with a VUCA* global landscape. Nonetheless, one thing remains constant — creating meaningful value for your clients. As partners, we’ll help you achieve just that. Work with us to uncover unique......
relevant regions
Paris, France
ALTO
Your trusted partner for technology and services Our solutions 100% cloud based support buy-side advanced needs for portfolio management system, wealth & distribution platform and specialized solutions for the full coverage of the investment lifecycle. ALTO Investment Platform: A modular platform covering the entire asset management value chain for asset managers and......
Zug, Switzerland
Altoo For Private Wealth Owners
The Altoo Wealth Platform has been created from the ground up to alleviate problems and provide you with an intuitive interface to your total wealth. Designed to give you peace of mind that you trust and understand your data so that you can confidently make clear decisions from it. The platform......
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Short Hills, NJ, United States
AltsAxis Platform
Capabilities Whether you are an allocator, an alternative asset manager or a strategic partner, AltsAxis is an unbiased fintech platform that delivers leading-edge proprietary software — combining the complete alternative investment ecosystem in one, secure platform. Our Platform Our novel networking platform has been designed from the ground up — leveraging proprietary software......
Luxembourg, Luxembourg
Analysing Kit
aixigo's Analysing Kit is more than portfolio performance and portfolio analysis software. It allows portfolio-related data from various sources to be processed at unprecedented speed. Its monitoring function enables the automatic monitoring of individual key figures, quality measures or benchmarks, while the reporting function allows sharing individual insights with a......
Singapore, Singapore
Analytics
Wealth Intelligence's award winning Analytics module provides intuitive, real-time intelligence helping you to make informed decisions. Customisable dashboards and visualisations use data from multiple sources to provide clear business intelligence, management information, compliance oversight and clear risk indicators to any stakeholder. A faster, deeper view of all your data, in one......
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Acton, MA, United States
Android Archiver
Capture and archive Mobile SMS/MMS/calls Messages/calls are captured by the mobile operator at the network level, a copy is sent to the TeleMessage archive server Used for enterprise owned phones, not for BYOD devices Works for Smartphones and legacy phones No App necessary This solution offers cost reduction and complexity management Use this solution when: You manage,......
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San Francisco, CA, United States
Anypoint Platform
Succeed in Open Banking and build innovative customer experiences with MuleSoft, trusted by three of the top five global banks. Develop - Design and build APIs and integrations at lightning speed Use reusable assets to build APIs and integrations with clicks or code — whether it is through a web interface or desktop IDE. Transform......
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Burlington, MA, United States
Anytime, Anywhere Access
Charles River Anywhere is a browser-based portfolio management, compliance and trading solution that easily scales to support thousands of users. The fully configurable dashboard allows users to quickly personalize information for managing complex accounts and client relationships. Financial advisors, executives, compliance officers and other Charles River IMS users can securely......
Ontario, CA, United States
Anywhere Mobility
Laser App Anywhere is the mobile forms filling solution designed for the financial advisor. It is a pure cloud solution that operates across modern browsers on tablets, Macs, PCs, and even Smart Phones. The system integrates seamlessly with cloud based CRMs & account opening tools to prefill your investment, insurance,......
relevant regions
Stavanger, Norway
Apex
Huddlestock Fintech provides a software as a service-solution that links custody services with asset managers and individual investors. The Apex technology enables end-to-end digital services such as onboarding, client communication, reporting, order execution and portfolio management, all executed on the same platform....
relevant regions
Hamilton, Bermuda
Apex Digital Banking Platform
We provide an agile and responsive banking services to our clients through our subsidiary European Depositary Bank. Strong partnerships with leading foreign exchange services providers Velocity Trade and Monex Europe Markets gives you access to the best FX rates. Our unrivaled single-source solution includes a pioneering digital corporate banking platform......
relevant regions
Hamilton, Bermuda
Apex Investor Portal
The portal expedites and simplifies daily investment management tasks such as distributing secure notices, financial statements and quarterly reports to clients. The portal also offers dynamic reporting for investors and data rooms for fund raising, helping Fund Managers improve overall efficiency and save time. Key benefits: Dynamic data visualisation. Predefined business centric......
San Diego, CA, United States
API
AdvisoryWorld’s API was built for firms that want to enhance their wealth management offering by incorporating AdvisoyWorld’s various capabilities. Examples include technology companies such as Portfolio Management, Account Aggregation, CRM and Financial Planning providers as well as financial service firms such as custodians, broker/dealers, banks, insurance companies, asset managers and......
relevant regions
Zurich, Switzerland
Apiax for Asset Managers
Increasing regulatory complexity combined with an increasing focus on value for money presents a major challenge for the asset management industry. Apiax gives asset managers answers to regulatory questions at the touch of a button, helping them to distribute products globally and at lower costs. We enable asset managers to focus on......
relevant regions
Zurich, Switzerland
Apiax for Customer Relationship Managers
Fragmented, inaccessible regulatory compliance knowledge prevents relationship managers from providing better client onboarding experiences, understanding regulatory restrictions for servicing clients and avoiding error-prone post-activity compliance monitoring. Apiax flags regulatory implications for relationship managers right in their CRMs, enabling fast and controlled processes that improve client experience....
relevant regions
Zurich, Switzerland
Apiax for FinTechs
An increasing number of regulations are putting the brakes on FinTechs' ambitious growth plans and preventing them from realising their visions. Apiax provides instant answers to the most complex regulatory questions, enabling FinTechs to scale globally while keeping costs low and avoiding risk. We enable FinTechs to focus on what’s important: Scale globally Understand......
relevant regions
Zurich, Switzerland
Apiax for Investment Managers
Fragmented, inaccessible compliance knowledge prevents investment managers from ensuring suitability of investment recommendations, avoiding tax-harmful investments and understanding restrictions when clients are abroad. Apiax provides investment managers with regulatory and tax insights right in the tools they already use, enabling them to respond faster to customer needs and market developments while......
relevant regions
Zurich, Switzerland
Apiax for Wealth Managers
A growing number of regulations discourage financial institutions from doing business globally and increase costs and risks for ambitious wealth managers. Apiax provides answers to wealth managers' most pressing regulatory questions, enabling them to realise more business opportunities, while keeping costs low and risks under control....
relevant regions
Richmond, United Kingdom
API Development
High-quality development Speed Our team developed and integrated with over a thousand APIs. Employ our experience to create your own API or to connect to third-party data sources Expertise In over ten years of dealing with different API integrations, we have been exposed to an unquantifiable number of poorly designed APIs. Our unique expertise......
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Abingdon, United Kingdom
API for Developers
KYC & AML requires organisations to perform multiple checks on different aspects of an individual. They will need to cross-check data on both individuals and companies, combining results from multiple sources, efficiently and accurately. With NorthRow you have a single API that provides all the services required, reducing time to implement......
relevant regions
Miami, FL, United States
API Hub
Strands’ API Hub offers customers a ‘one-stop-shop’ solution, with access to all their accounts in one easy-to-use layout. This provides banks with the opportunity to be their clients’ bank of choice. Strands is synonymous with banking disruption and the perfect partner for forward-thinking banks, allowing them to gather financial information from......
Princeton, NJ, United States
API Integration
The missing piece to digital transformation Plenty of solutions offer API creation, integration and management. But Openlegacy handles the hardest part - creating APIs or serverless functions from complex legacy systems. With digital-driven integration, you can leverage your legacy systems to deliver new digital innovations - both on-premise and in the cloud.......
relevant regions
Singapore, Singapore
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......
relevant regions
Bristol, United Kingdom
API Services
Transaction categorisation Categorises users' financial transactions. Spending and income analysis Allows month on month analysis of cashflow. Forecast API Allow your customers to be prepared and plan ahead. Authentication API Moneyhub can operate as a secure identity provider using the OpenID Connect standard. Using Moneyhub's strong secure identity system can accelerate your time to market and is......
relevant regions
London, United Kingdom
Apollo
Leading the 3rd wave of capital markets trading transformation that sees the advent of open and integrated digital multi-asset solutions, drawing on expertise building best-in-class investment banking technology. Apollo connects clients directly to their banks, trading venues and price sources in one smart trading app. It seamlessly integrates with a client ecosystem......
relevant regions
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....
Cupertino, CA, United States
Apps for Business
Create: Start with the best tools to create the best apps Apple provides everything you need to create amazing apps for iPhone, iPad, Mac, Apple Watch, and Apple TV. Xcode and Swift are now more powerful than ever — making it easy to get started building great apps. Innovate: Take advantage of cutting-edge Apple technologies iOS makes it easy to......
relevant regions
Cupertino, CA, United States
App Store
With the App Store, you can bring your ideas to life on the platforms that deliver the best experiences. ...
relevant regions
Hong Kong, Hong Kong
AQUMON for Institutions
Partnered with 70+ financial institutions Award-winning digital wealth management solutions Your one-stop-shop digital wealth management platform Financial institutions are rapidly embracing FinTech to enhance their product offerings. AQUMON has helped more than 70 financial institutions digitise their wealth management practices. Robo advisory By combining quantitative investment algorithms with scalable softwares, we help financial institutions expand......
relevant regions
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....
Melbourne, VIC, Australia
Arcadia
Simplify Manage compliance and coordinate key stakeholders in one place. Say goodbye to the endless spreadsheets, emails, and headaches. Inform We monitor operational metrics to ensure that our services are delivered at a high quality and in accordance with service level objectives. Be confident With everything in one place, our platform is designed to create......
relevant regions
Den Haag, Netherlands
ARC Platform
Aegon Retirement Choices (ARC) puts you in control of your clients' financial futures. Our platform provides you with the flexibility to manage wealth accumulation, workplace savings and retirement income through one single online solution. With over 4,900 investment options (as at March 2021), including multi-asset solutions built by us, collectives, equities, investment trusts......
relevant regions
New York, NY, United States
Artory Registry
When you submit your registration request on Artory, a third party, neutral independent expert Partner verifies your artwork data and provenance Artory provides a private, secure, neutral platform for registration vis-à-vis expert Partners who can validate art data These Partners help us to ensure that we only register to the blockchain the......
relevant regions
Dublin, Ireland
Asora
10,000+ connections to visualise your data Asora is built on an open platform to meet the needs of today’s wealth owners. Connect - Connect your bank and investment accounts Tired of logging into multiple portals to see liquid positions? Connect all of your bank and investment accounts to have everything in one secure, easy......
relevant regions
Boston, United States
Asset Management
Advantages of a professionally managed solution. Asset Location Flexibility. Allocate to digital assets through a variety of account types, including tax-advantaged accounts. Secure Custody. Enjoy the security of Fidelity Digital Assets’ custody platform through turn-key solutions. Integrated Account Management. Manage digital assets alongside your broader portfolio of investments. Streamlined Onboarding. Experience efficient onboarding and quickly......
Bordeux, France
Asset Manager Offer
Save time for you and your partners An extranet that meets the management rules for your products (minimum investment, funds, supporting documents, etc.) A significant reduction in incomplete or false files A phenomenal time saving for the back office A differentiating argument for CGP Provide your distributors with working comfort Use our intuitive and ergonomic interfaces Stand......
relevant regions
New York, NY, United States
Asset Manager Platform
Focus on quality of content, rather than data entry and storage Scale and accelerate investor relations. Replace manually intensive copy and paste exercise with our NLP algorithms in answering RFIs / RFPs / DDQs and periodic investor requests. Make internal approvals easy Collaborate with your legal, compliance and product SMEs to simplify information......
relevant regions
Philadelphia, PA, United States
Asset-Map Platform
Asset-Map Report A financial picture is worth a thousand… An Asset-Map Report is a visual experience that displays all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies. This provides an advisor with a straight-forward way to quickly address gaps in a financial plan as well as uncover new......
relevant regions
San Francisco, CA, United States
Assets
Snapshot of a user’s finances Retrieve a consolidated summary showing account balances, historical transactions, and account holder identity information Transaction insights Review clean transaction data that includes category and merchant name—data is standardised across institutions Open Banking/PSD2 integrations Plaid’s integrations are Open Banking and PSD2 compliant, delivering secure and reliable access to the UK and......
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......
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......
relevant regions
Chicago, IL, United States
Atlas for Advisors
BridgeFT is a cloud-native, API-first software and data platform that enables registered investment advisors (RIAs), financial institutions, and FinTech innovators to deliver better, data-driven outcomes for their clients. More than 300 leading firms trust BridgeFT to automate critical back office operations and power their digital wealth management ecosystems—seamlessly aligning essential wealth......
relevant regions
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......
Larkspur, CA, United States
Automate
Democratize wealth across your institution Be there for your customers at any point during their wealth journey. Use digital to improve operating margins Adjusting your wealth and trust offerings via digital advice reduces the amount of people-powered work performed by your current employees. Digital retains deposits & customers Lowering the bar for opening a wealth......
relevant regions
Milpitas, CA, United States
AUTOMATE
What are the Benefits of the JIFFY.ai Automation Platform? Scale business processes as you grow. Easier. Design automation applications for any complex enterprise processes with JIFFY.ai AUTOMATE's simple drag-and-drop UI; implement, manage, and monitor processes using its analytic capabilities. Achieve sustainable ROI for automation. Faster. Get the best out of RPA, ML, OCR and AI......
relevant regions
Copenhagen, Denmark
Automated Managed Portfolios
Automated investment management Offer clients tailormade portfolios with insights from BlackRock, Morningstar and NASDAQ. Pre-packaged or tailormade experiences Get to market quickly at low cost or build bespoke experiences on our infrastructure. Reduced operational cost, increased efficiency Benefit from real-time rebalancing of clients’ separately managed account structures. Access to third-party innovation Benefit from seamless integration with digital......
relevant regions
Zurich, Switzerland
Avaloq Engage
Avaloq Engage provides a new and intuitive method for relationship managers (RMs) to communicate with their clients. Using the standard conversational apps (e.g. WhatsApp) that clients prefer to use in their daily lives, Engage allows for communication that, as well as being familiar, is both secure and compliant with regulations.......
relevant regions
Zurich, Switzerland
Avaloq Wealth
Available to run in conjunction with any core banking platform, Avaloq Wealth allows financial institutions to efficiently grow across multiple jurisdictions, cater to demanding wealth clients at scale, and to facilitate a quick time-to-market for new offerings thanks to its API first approach. It covers the end-to-end investment process, from client......
relevant regions
Edinburgh, United Kingdom
Aveni Platform
Make your advisers superhuman Wrap the power of AI around your advisers to enhance client interaction. Release them from low value administration, augment their service with real-time information and provide a second pair of eyes for risk and compliance. Our pipeline of NLP capabilities can be configured for multiple outcomes depending......
relevant regions
Carlsbad, CA, United States
Axxcess Platform
Investment approach Axxcess customized portfolio platform The Axxcess Customized Portfolio Platform (ACPP) approach delivers access to the model portfolios of a wide variety of third party investment managers Sleeve managers Sleeve Strategy Managers are selected by Axxcess through a rigorous diligence process Advisor directed Advisors create a customized strategy portfolio that meets clients unique investment objectives......
relevant regions
Cardiff, United Kingdom
Ayoa
Used by leading wealth managers and financial advisors, optimize your client discovery and financial planning processes with Ayoa. Famed for its ability to boost productivity, creativity, and memory, a mind map is a visual thinking tool used to capture information and ideas. Created by industry leaders, Ayoa helps financial advisors to......
relevant regions
Lausanne, Switzerland
Azqore Essential
Software as a Service (SaaS) Integrated Information System (S2i) In an increasingly demanding environment, information system performance has become an issue of key importance. Our platform stands out because of it reliability, scope continuous evolution, productivity efficiency, as well as the pooling of investments and leveraging of cost savings. Onboarding When a private bank chooses to delegate the management of its banking operating system to us, it benefits from a high level of security and support. Whatever your size and your requirements, you will join the S2i with full confidence. Business Process Outsourcing Our Business Process Outsourcing solution enables us to manage all of your back office processes. The teams operate across two operational centres, in Switzerland (Lausanne) and Singapore. Together, they comprise of approximately 200 dedicated banking experts. Digital products & services e-Banking and m-Banking Azqore offers innovative and intuitive user interfaces, carefully structured information and highly developed analytical functionalities. Azqore's e-Banking and m-Banking platforms enable your clients to view their assets and enter stock exchange and payment orders with complete security. These......
relevant regions
Lausanne, Switzerland
Azqore Premium
Software as a Service (SaaS) Integrated Information System (S2i) In an increasingly demanding environment, information system performance has become an issue of key importance. Our platform stands out because of it reliability, scope continuous evolution, productivity efficiency, as well as the pooling of investments and leveraging of cost savings. Onboarding When a private bank chooses to delegate the management of its banking operating system to us, it benefits from a high level of security and support. Whatever your size and your requirements, you will join the S2i with full confidence. Business Process Outsourcing Our Business Process Outsourcing solution enables us to manage all of your back office processes. The teams operate across two operational centres, in Switzerland (Lausanne) and Singapore. Together, they comprise of approximately 200 dedicated banking experts. Digital products & services e-Banking and m-Banking Azqore offers innovative and intuitive user interfaces, carefully structured information and highly developed analytical functionalities. Azqore's e-Banking and m-Banking platforms enable your clients to view their assets and enter stock exchange and payment orders with complete security. These......
relevant regions
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......
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......
London, United Kingdom
Backtesting
Index One allows users to generate backtests on customized baskets and index strategies in a matter of seconds, with the possibility to share backtest results externally and within teams, including the ability to view detailed stats on the backtest....
relevant regions
San Francisco, CA, United States
Balance
Real-time data Verify real-time account balances Open Banking/PSD2 integrations Plaid’s integrations are Open Banking and PSD2 compliant, delivering secure and reliable access to the UK and European financial ecosystems. ...
Singapore, Singapore
Bambu BUILD
Features Tailored profiling and investment process Design a customer onboarding process that meets your requirements and provides a seamless experience. Unfiltered access to API Library Gain access to Bambu’s cutting edge AI features that will build your groundbreaking platform. Custodian of your choice Bambu provides ready-made connectors to leading custodians, brokers and payment gateways. Need your......
relevant regions
Singapore, Singapore
Bambu GO
Features Transactions automated: Bambu GO comes with instant verification, ACH payments, order management, and rebalancing through Plaid and Apex Clearing Fast delivery robo: Customise your robocalls with your branding set up risk questions, products and portfolios using our dashboard. Deployment takes just 2 months* Hosted & supported on AWS: Bambu GO is hosted......
relevant regions
Lehi, UT, United States
Munich, Germany
Banking as a Service
Customers expect financial services at those touchpoints, where they hang out online: in their apps, online portals and e-commerce shops. ndgit Banking as as Service opens your systems for complementary digital channels to jointly win new customers and revenue sources. ndgit’s flexible open finance platform enables you to offer your services......
relevant regions
Zurich, Switzerland
Banking-as-a-Service (BaaS)
The benefits of utilizing BaaS: Boost sales and volumes: Reach an additional client base and reduce client acquisition costs. Lower average costs: Utilize excess capacity efficiently and reduce costs through volume growth. Grow profits: Achieve 3x higher Return on Equity (ROE) and increase profit channels. Embed into context-relevant user journeys With additiv’s DFS® platform, financial......
relevant regions
Zug, Switzerland
Banking Compliance E-Learning Courses
Individualisation as an option You as financial institution are free in the selection and composition of the online modules. In close collaboration with you, we align the curriculum thoroughly to your individual business situation and requirements. If you wish, we can also add your own specific contents (e.g. own-brand financial products......
relevant regions
Zug, Switzerland
Banking & Finance Courses
The Fintelligence course catalogue consists of onsite-programs and online-modules in the four main areas of expertise: Managerial and Business Skills Client Management Skills Financial Products & Investment Management Ethics, Legal, Compliance & Risk All programs and online modules contain assessments and tests and are available in several languages, primarily in English, French, German and Italian....
relevant regions
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......
relevant regions
Amsterdam, Netherlands
BankingRight
We are you regularly develops bespoke solutions for private banks and investment management firms. To speed up the development process we have invested in a component-based development culture. It enables us to repurpose knowledge acquired within the banking industry. This includes retail banking, private banking and wealth management. This accelerates the......
London, United Kingdom
Bark for Investment Advisors & Financial Advisors
Focus on the right people Filter out customers who want the wrong services in the wrong areas Dig into the detail. See what a customer wants before talking to them See the most recent requests first Start receiving leads immediately Get instant access to live leads from customers looking now See details of exactly what the......
relevant regions
London, United Kingdom
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.......
Stavanger, Norway
Bedrock
Bedrock is Huddlestock Fintech’s connectivity software making it possible for any website to set up a trading platform. By implementing Bedrock as a white label product, companies can offer their users access to over 12,000 international equities and countless fund products. Bedrock is the middleware providing direct access to digital......
relevant regions
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......
London, United Kingdom
Bespoke
You need multiple sandboxes You will need to migrate data You need a dedicated team from WealthOS throughout the programme You have custom integration requirements You need post go live support subject to custom SLAs You need dedicated tenant cloud infrastructure You want the option to request feature prioritisation and exclusivity* You want early access to new......
relevant regions
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......
relevant regions
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......
San Francisco, CA, United States
Billing
Integrate and iterate quickly Start collecting one-time or recurring payments via card, bank transfers and other popular payment methods instantly. Test and roll out changes via our API or directly in the Dashboard. Support any billing model Flexible billing logic for everything from per-seat pricing to metered billing out of the box. Support......
relevant regions
London, United Kingdom
Bite
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 is......
relevant regions
Knoxville, TN, United States
Bitsy
Bitsy is a technology company that builds enrollment/compliance centric software for financial advisors. Firms of every size—from new startups to wirehouses—use our software to quickly enroll new clients and improve their compliance online. The Potential of the Online Advisor Businesses are growing faster online than anywhere else, yet only 3% of global......
Chalfont St Peter, United Kingdom
Bizagi Platform
One platform made up of three component parts. Each facilitates a key step in transforming and automating your processes. Modeler Download our popular free tool to document and optimize business processes. Free, intuitive process modeling 100% BPMN standard notation Publish high quality documents Studio Download our intuitive software to automate process models without coding. A model-based business &......
relevant regions
Windsor, CT, United States
Black Diamond Wealth Platform
Clients expect robust, transparent investment tools that mirror the technology they use in everyday life. The Black Diamond Welath Platform delivers this, and more. In addition to performance reporting, rebalancing, and client billing functionality, the platform offers daily reconciliation services, an award-winning client portal with mobile access, and integrations with several......
relevant regions
London, United Kingdom
BLINK
The European crypto industry’s first instant settlement network One of the first real-time payment networks of its kind to allow free, real-time transactions across fiat and digital currencies. The network aims to transform traditional payments infrastructure by providing a unified architecture capable of handling instant domestic and international fiat transactions, crypto payments,......
London, United Kingdom
London, United Kingdom
Redwood City, CA, United States
Box for Financial Services
You can’t just flip a switch to become a digital business. You need to fundamentally transform the way you work. And so many of the ways businesses need to transform revolve around content, from automating key workflows to boosting customer engagement. That’s where Cloud Content Management comes in. With Box,......
relevant regions
Skovde, Sweden
Bricknode Broker
Everything is completely cloud based and you can expand the functionality of Bricknode Broker by activating applications and modules in our Marketplace. Back office The back office module is the core interface of Bricknode Core. From here you can manage customers, financial instruments, transactions, positions, orders and you can also enable numerous......
relevant regions
Skovde, Sweden
Bricknode Lending
Manage your lending business Issue loans for individuals and companies Loan product design with terms management Accounts and transactions Invoicing, reminders and collections Payments and deposits Manage customized payment plans and dynamic agreements Support for borrower portals Customer portals are used as front end for borrowers where they can apply for loans, monitor their invoices, request payment plans......
relevant regions
Chicago, IL, United States
BridgeFT Wealthtech API
BridgeFT is a cloud-native, API-first wealth infrastructure platform that enables registered investment advisors (RIAs), financial institutions, and FinTech innovators to deliver better, data-driven outcomes for their clients. 300+ leading firms trust BridgeFT to automate critical back office operations and power their digital wealth management ecosystems—seamlessly aligning essential wealth data, proactive client......
relevant regions
Sao Paulo, Brazil
BRITech Portal
Portal, the most popular segment of our platform, our Portal dashboard suite, is both the investor portal and client portal. This module lets our customers and their investor clients benefit from state-of-the-art presentation tools that allow you to visualize portfolio performance, risk management, and any other area of financial performance......
relevant regions
Chicago, IL, United States
Brokereach.com
Trade equities, options, and futures globally with brokers’ program/cash desks and algorithmic execution services For traders Brokereach.com, a service of InfoReach, provides a single and secure point of access to various brokers’ trading desks and algorithmic execution services. Whether you trade baskets or single orders, Brokereach web-based execution management system will consolidate......
relevant regions
Singapore, Singapore
BTO Enterprise
Transforming Financial Engagement Engage your customers like never before We help financial institutions drive new customer value and deeper engagement through white label and cobranded enterprise solutions that are revolutionising the way people plan their lives. A unique customer offering A do-it-yourself financial planning solution for customers, or a whole new way for them......
relevant regions
Barangaroo, NSW, Australia
BT Panorama
BT Panorama is the fastest growing wealth management platform in Australia. Integrated with your business model, it can transform the management of investment portfolios, SMSFs, super and insurance. Reasons to choose BT Panorama Efficient portfolio design enables you to save time and tailor portfolios to meet your clients’ needs. Online consent reduces the......
relevant regions
Coimbatore, India
Bullfinch Wealth Suite
Bullfinch Wealth suite is an integrated front, middle and back-office solution to manage the complete wealth management lifecycle. A comprehensive and customer-centric wealth and portfolio management system, which offers customers with interaction portal, fund manager utility, wealth, asset, and portfolio. The AI-empowered portfolio management system significantly transforms asset allocation, trading processes,......
relevant regions
Gliwice, Poland
Business Intelligence
Making an improved strategic decision is easier when data is accurate and reliable. Develop your company and strengthen your competitive advantage as a data-driven organisation with modern BI solutions (on Cloud, on-premise and hybrid) in place. 15 - years of Microsoft partnership Almost 27% - predicted growth of The Global Business Intelligence Market value......
relevant regions
New York, NY, United States
Cadre
Real estate is a critical part of a sound investment portfolio A key tenet for building a sound investment portfolio is diversification. That’s where real estate comes in. Due to its low correlation to stocks and bonds, the inclusion of real estate to a multi-asset portfolio is designed to reduce volatility......
relevant regions
New York, NY, United States
Cadre Direct Access Fund
Cadre Direct Access Fund seeks to deliver Value Add returns with downside protection Our focus is on quality over quantity. We work with our experienced operating partners to carefully select each fund investment to add to a diverse mix of institutional-quality investments across risk and return profiles, asset classes, and markets. To build......
relevant regions
Sydney, NSW, Australia
CalibreRMS
Company and thematic research A structured note-taking tool that ensures consistency across your investment process. Painlessly write your company and thematic research notes Track your company interactions and meetings. Use Scorecards to capture your subjective assessments. Powerful personalisation to reflect your unique approach and investment process Modelling and valuations Track your company model changes and their impact Automate......
relevant regions
Singapore, Singapore
Call Levels
Call Levels is a real-time financial monitoring and notification service that provides you with the critical information necessary for a successful investment strategy. We believe in equalizing the playing field for everyone in the financial markets - so whether you are a professional trader or first time investor, Call Levels alerts......
St Louis, MO, United States
Capacity platform for Wealth Management
Surpass expectations. High net worth individuals have high expectations, and their needs not only change over time, they vary greatly. You need an enterprise-grade platform that helps you organize and maintain an abundance of information, from a variety of sources. One source of truth Whether you track your firm’s critical knowledge in a......
relevant regions
Paris, France
Capgemini Financial Advisor Desktop
The Capgemini Financial Advisor Desktop integrates and aligns the many activities and applications needed throughout the client-relationship development and advisory lifecycles. Analytics-driven functionality enables pro-active communications designed to maintain client trust, demonstrating advisor competency. Integration with social media supports proactive prospecting, and cognitive intelligence is used to match client-advisor personalities......
relevant regions
Tel Aviv, Israel
Capitalise
Using Capitalise, brokers can now offer seamless automated trading, currently available mostly to highly technical traders, to all types of traders. Even traders with zero technical skills can now automate their trading by simply using free-style text to create their trading strategies. Feature-Rich 360° Trading Automation System: Buying power Traders can open as many......
relevant regions
London, United Kingdom
Capnovum
Capnovum’s cognitive compliance management platform provides an up-to-date repository of regulations, obligations and regulatory news; that lets financial institutions manage compliance and resource utilisation across jurisdictions. Artificial intelligence is leveraged to understand and identify synergies between regulations, assess the footprint of business models and impact of regulatory updates. Capnovum eliminates manual work......
relevant regions
New York, NY, United States
Captivate
Oor mission is to amaze, engage and inform your audience. Captivate allows you to automatically embed relevant tools and data visualizations directly onto your pages. Engagement The average engaged user makes 6 adjustments to a Captivate tool spending 4 minutes focused on the tool. Oor most popular tools: Retirement calculator Home affordability calculator Cost of living calculator Life......
relevant regions
London, United Kingdom
Capture
Hey WhatsApp, can WeChat...? Instant Messages, instantly captured. Ensure compliance while accessing global markets from your fingertips Join leading financial institutions across the globe who are doing business over WhatsApp and WeChat. Equip your workforce with the tools required to access emerging markets, connect with new customers and increase revenue opportunities, all while avoiding......
relevant regions
Portland, OR, United States
Capture
Enable communications governance on the latest channels Today’s workers are adopting new communications tools every day. Smarsh is the only capture provider that supports 80+ channels out of the box, including the most popular email, mobile, social, IM & collaboration, video and voice tools used today. And we help you keep......
relevant regions
New York, NY, United States
Carefull for Advisors & Planners
Build long-term, cross-generational relationships. Financial caregiving activities can last up to 20 years, — bridging generations and the impending $24 trillion wealth transfer. Expand your share of family. Offer extra protection to an aging client or peace of mind to an adult looking after a senior, all while retaining assets and attracting new......
relevant regions
London, United Kingdom
Cash Platform
Our Investment Platform now incorporates a Cash Platform service - allowing your clients to benefit from the best deposit rates available from the whole savings market, without the hassle of opening multiple accounts. This gives you seamless access into the cash management service provided by our partners at Insignis Cash Solutions. This active management of cash deposits......
San Francisco, United States
Celo dApps
Celo is a fully EVM compatible proof-of-stake layer-1 protocol, featuring a fast ultralight client and built-in seigniorage stablecoins, collateralized by crypto and natural assets. Millions of people around the world already benefit from assets and applications built on Celo....
Melbourne, 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......
relevant regions
Zurich, Switzerland
Channel Suite
The platform for digitalizing your customer relationships quickly, easily, and efficiently. Differentiate yourself from the competition with tailor-made solutions. ti&m places great importance on identifying trends and leveraging them for our clients. Always up to date, we have recognized the trend to digitize the customer interface from the beginning. In response, we have......
relevant regions
London, United Kingdom
Charizone Charity Reports
Why is it so difficult to make informed, passionate donations based on knowledge - rather than being swayed by a well-planned fundraiser, a glossy website or a shiny marketing brochure? Our reports provide you with meaningful insights about charities in an easily-digestible format. Based on the Charizone Framework, we offer a......
relevant regions
Stony Stratford, United Kingdom
Chat Guard
The problem Regulatory requirement to record and archive social media ‘chat’ channels used on BYOD and corporate devices by employees Sales teams are 50% more likely to achieve sales quota when teams are engaged on social media Research from LinkedIn and Hootsuite found that executives have a key role to play in using social media......
relevant regions
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......
Jersey City, NJ, United States
Jersey City, NJ, United States
Fort Lauderdale, FL, United States
Citrix Content Collaboration
Citrix collaboration solutions enable teams to share files and streamline workflows—without compromising security or putting sensitive information at risk. It’s the answer for employees who are tired of devoting hours a day to sharing and reviewing multiple versions of the same document, and hunting down information that’s scattered across clouds......
relevant regions
Fort Lauderdale, FL, United States
Citrix Workspace
Power a smarter, more flexible way to work You hired the best. Let them be their best. Redefine what it means to work better with Citrix Workspace. Increase employee engagement and productivity through simpler IT Simplify the way you manage and secure apps, devices, users, and networks so you can deliver the best......
relevant regions
New York, NY, United States
Clarity AI
Clarity AI’s value proposition is composed of 3 main pillars: Data: The largest and most reliable database of environmental and social impact data (~30k companies, 198 countries, 187 local governments, 200k+ funds), by combining both structured and unstructured data, applying reliability algorithms and complementing them with estimated data. Ratings: Societal / environmental impact and......
relevant regions
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
You can leverage a complementary set of configurable modules that allow your clients to aggregate their personal finances to obtain a holistic view of their wealth and assess their financial health. Through innovative and intuitive technology, modules include a configurable digital storefront for opening an account as well as Financial......
relevant regions
Melbourne, VIC, Australia
Client Portal
Client Portal is an online portal delivering a professional and personalised digital experience to clients wanting an accurate view of their investments and financial life. Accessible via mobile, tablet, laptop and desktop, Client Portal is contemporary, easy to navigate and secure meaning your clients can interact directly with your business......
relevant regions
Indianapolis, IN, United States
Client Portal
SEI Archway's client portal is built with multiple layers of technology and services that make it a robust engine for complex, end-client reporting. Using the data housed in ATWeb, the platform’s foundation sets the stage for a profoundly secure and highly-interactive user experience. As a result, the Veridium client portal......
Singapore, Singapore
Client Portal & Mobile Apps
Web based dashboards allow investment managers to publish intraday or daily holdings, cash and instrument transactions, valuations, performance measures and mandate variance to their clients within a company defined layout. Clients are able to amend / reorganise the layout to suit their preferences, providing a personalised form for data consumption.......
relevant regions
Frankfurt, Germany
Client Portals
Dashboard Graphic visualization Key figures Detailed presentation Online messenger Creation of content Integration of own graphics or files to supplement news E-mail notifications about new updates/posts Digital mailbox Receipt and storage of contract documents Integrated contact form for customers to send messages Email notification system ...
relevant regions
San Francisco, CA, United States
Climate
Enrol in one minute Contribute a fraction of your company’s revenue to fund frontier carbon removal technologies right from your dashboard in just a few clicks. Fund frontier carbon removal We direct 100% of your contribution to carbon removal. Our scientific advisors help maximise the long-term impact, and we allocate your contribution the......
relevant regions
Ann Arbor, MI, United States
Clinc
Improve cross-selling, enhance customer engagement, increase reach Deliver the highest quality conversational AI experience within finance Drive customer acquisition, engagement and retention Increase adoption on mobile and digital banking channels ...
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
Boulder, CO, United States
Clout by TIFIN
Clout by TIFIN enables advisors to unlock growth through hyper-personalized digital marketing campaigns. Clout leverages human + AI to tailor advisor marketing campaigns to meet prospects and clients at the right time and on the right platform. Our approach helps advisors build better relationships, drive more leads, and grow their......
relevant regions
Basel, Switzerland
Co-Browsing
Co-browsing technology allows a customer service advisor to join customers in their browsing sessions, interacting and collaborating with them in real time. Together, customer and advisor can simultaneously browse the web, an online application, or a document, and advisors can guide customers through difficult processes and offer specific and customized......
relevant regions
Schwerzenbach, Switzerland
Cofex Access Services
With our Access Services, we offer everything you need to protect your Internet connection against unauthorized access and for authorized access to your data from outside in two basic modules and extensions. The products from certified manufacturers used for this purpose are administered and actively monitored by us. In this way we......
relevant regions
Schwerzenbach, Switzerland
Cofex Document Management Services
For the flood of paper external asset managers receive from banks, we offer the possibility of reading the bank documents, which are available digitally, directly into a legally compliant archiving system. This process is fully automatic. As a customer, you can then access these documents at any time. Of course, non-digital documents can......
relevant regions
Schwerzenbach, Switzerland
Cofex Email Services
We fully cover this basic needs with our business mail services. Redundant servers in our data centers ensure that all your e-mails are received and sent smoothly. At the same time, multi-level filters working on it ensure that unnecessary mass mails (spam) and malware (viruses, Trojans, etc.) are stopped and do not......
relevant regions
Quebec, Canada
Krakow, Poland
Comarch Wealth Management
Comarch Wealth Management is a multi-module investment system dedicated to private banking and wealth management. The software supports wealth management processes delivered to clients in the form of personal services identified as: Simplified investment advice – occasional advisory on investment products Full investment advice – recurrent advisory on model portfolio Execution only – transaction execution based on client’s......
relevant regions
Portland, OR, United States
Communications Intelligence Platform
Maximize the value of your communications data The Smarsh Communications Intelligence Platform is a unified, cloud-native solution designed to future-proof enterprise communications data strategies. Gain new insights using best-in-class technologies, including elastic compute, natural language processing, machine learning and artificial intelligence. Solutions for all your data needs Solutions in the Communications Intelligence Platform......
London, United Kingdom
Communities
Why Communities? Kurtosys Communities enables you to create powerful portal experiences for your clients and salespeople. It drives faster, more accurate reporting and better data, leading to deeper client satisfaction, brand recognition, loyalty and asset retention. Communities supports sales growth – through your own team or external distribution network – with sales......
Melbourne, FL, United States
Community
We've Built the Perfect Place to Connect Chalice community isn't a social media platform. It's a hub for connecting with influencers, staying on top of industry news, sharing experiences and solvings issues. Join the conversation - socialize industry news and trends in a private digital community Learn from others - gain valuable insights......
relevant regions
Caerphilly, United Kingdom
Company data API
Company data API to power your business: Access the Creditsafe database directly within your systems Creditsafe Connect API Access millions of person and company details to build powerful features and products. Use any of our commercial APIs for seamless onboarding flows, customer profile generation, credit risk scoring, or anything else that strikes......
Denver, CO, United States
Complect
Complect is an online marketplace that allows financial services firms to hire experienced financial regulatory compliance specialists on demand for one-off projects and full-time roles. Regulatory compliance is an unavoidable aspect of the financial services industry. The regulatory environment is constantly changing and compliance issues are more numerous and complicated than......
relevant regions
Toronto, ON, Canada
Complete Practice Digitization
Significantly reduce the overhead costs and backend processing costs associated with paper by transforming manual, paper-driven processes into automated, secure, digital processes of the future....
Chicago, IL, United States
Compliance Advantage
Data Management and Aggregation ERS Data Aggregation is your data hub available in an open architecture network - coordinating activities, and streamlining communications across our clients' business partners. Quality Data - Efficient Delivery An easy choice for plan information, tools, and solutions to help retirement plan fiduciaries deliver quality information more efficiently. We deliver consolidated......
relevant regions
Toronto, ON, Canada
Compliance and Audit Readiness
Signifigantly improve compliance across your organization with end-to-end encryption and best-in-class security tools, while reducing audit readiness cycles from 1 week to 1 day....
State College, PA, United States
Compliance Core
Review with confidence Enjoy tools designed to make you a great marketer while meeting every aspect of your regulatory responsibilities. Receive automatic notifications of new changes Gain access to a private website URL and print-friendly documentation Quickly identify content differences with our compare tool Request and approve changes Rest easy knowing that your advisors submitted changes won’t be......
relevant regions
Kansas City, MO, United States
Connect
One identity, connected With the ZOLOZ™ Connect identity platform, users create comprehensive, cloud-based digital identities they’ll carry across apps and experiences, making passwords obsolete and authentication effortless....
San Francisco, CA, United States
Connect
The easiest way to facilitate payments and pay out recipients Onboard users Onboard your users and verify their identities to help meet payments KYC. Accept payments Accept and facilitate payments on your users’ behalf. Pay out users Split payments, transfer funds and send money. Manage platform Manage payments and users on your platform or marketplace....
relevant regions
Sydney, NSW, Australia
ConnectHUB
Introducing ConnectHUB by HUB24 We live in an increasingly connected world… and yet your business experience is often disconnected & inefficient. ConnectHUB by HUB24 is the answer. ConnectHUB by HUB24 is a new platform… but different. It can be customised just for you. It seamlessly aggregates data from multiple sources and allows......
relevant regions
Copenhagen, Denmark
Connectivity and APIs
Receive tailored multi-asset liquidity via FIX API Gain market access through a stable, fast, flexible and fully documented electronic infrastructure. With over 20 years’ experience in creating liquidity pools and execution capabilities, we construct competitive solutions best suited to our clients’ flow. Multi-asset liquidity and full back-office functionality - One cross-collateralised account......
relevant regions
Hong Kong, Hong Kong
Contineo
The technology is backed by the highest service level agreement in the industry. We are open-architecture, vendor agnostic and have bank level infrastructure for resilience, redundancy and performance. Network Connects institutions to access structured products. A complete STP solution covering services from price discovery and order completion to term sheet delivery Access to......
relevant regions
Redwood City, CA, United States
Conversational AI
One of the best ways for Financial Service Providers (FSPs) to give real-time customer service is to revolutionize the digital customer experience. With Envestnet | Yodlee® Conversational AI for finance powered by Abe.ai, FSPs can connect with consumers on any device, using natural language processing across all major conversational ecosystems. Conversational......
relevant regions
San Diego, CA, United States
Copia Wealth Studios
A new kind of all-in-one wealth management platform View your portfolio in real-time, and become a better steward of your wealth. From alternatives like real estate and venture capital to cash and other liquids - Manage your Assets Under Intelligence™....
relevant regions
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......
relevant regions
Zurich, Switzerland
CREALOGIX Financial Advisory Workbench
Aimed at advisors and relationship managers who serve private investors, Financial Advisory Workbench (FAW) delivers an aggregated, visualising data from different systems e.g. core banking system, portfolio management system, CRM. The software provides for structured meetings with attached records in order to achieve standardised legally compliant advisory processes. Based around a......
relevant regions
Zurich, Switzerland
CREALOGIX Mobile Application Framework
CREALOGIX Mobile Application Framework, part of CREALOGIX Digital Hub, allows you to engage more effectively with today’s smartphone users. You can enable them to access banking and wealth management information anytime, anywhere from their iOS or Android devices—flexibly and securely. Easy integration into a single app CREALOGIX Mobile Application Framework provides a......
relevant regions
Zurich, Switzerland
CREALOGIX User Experience Framework
CREALOGIX User Experience Framework, part of CREALOGIX Digital Hub, optimises the experience of your digital banking and wealth management customers. It supports the rapid integration of multiple services and enables you to provide the solutions you need to fully engage with your customers. Design, test and deliver applications more rapidly With CREALOGIX......
relevant regions
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’......
relevant regions
Zurich, Switzerland
Credit Engine
Credit Engine supports the whole client journey: Digital client onboarding Instant scoring and valuation of collateral (for example real estate, securities) Credit offers from multiple lenders based on their risk model Servicing the loan Prospective secondary market. Credit Risk Engine sits on a single platform, seamlessly integrated into a core banking or loan management system. It......
relevant regions
New York, NY, United States
CRM for Financial Advisors
Leave no client behind Provide each client a personalized approach by efficiently capturing and utilizing previous meeting notes, key discussion points and following through on action items. Scale your business faster Standardize and automate key processes, including client on-boarding, to avoid spending time on repetitive tasks. Centrally manage each advisor's activity from one......
relevant regions
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......
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......
New York, NY, United States
Crypto Brokerage
Easy to integrate APIs Our APIs are turnkey – with just a few integrations, you can offer your users crypto buying, selling, holding, transferring and more. Our enterprise-grade crypto services maintain an industry-leading uptime of 99.9%+. Enterprise grade We deliver institutional-grade digital asset infrastructure built to serve enterprise customers. We do not compete......
London, United Kingdom
CUBE
Knowing about regulatory change is one thing. Having the regulatory intelligence and analytical capabilities to understand the impact of regulatory change on your business is a very different matter. It may take days or even weeks to re-evaluate your compliance status and remediate non-compliant gaps, especially when you are a......
relevant regions
London, United Kingdom
Currencycloud Solutions - API Integration
Built for Developers, By Developers Build tailor-made solutions for you and your customers with a simple Application Programming Interface (API) integration that allows you to build a cross-border transactions ecosystem directly into your product. We take care of the difficult parts, like regulation, compliance and plugging you into a banking network.......
relevant regions
London, United Kingdom
Currencycloud Solutions - Direct Platform
Looking for a Ready-Made Platform to Elevate Your Cross-Border Business? Get access to all the tools you need to manage your cross-border needs with ease. From accessing wholesale FX rates to collecting and sending money worldwide, Currencycloud Direct is a ready-made cross-border platform with enhanced reporting and management tools to help you......
relevant regions
London, United Kingdom
Currencycloud Solutions - White Label Platform
Control Your Customer Experience If you want to offer a service that looks and feels like you but want to save time, money by not having to build it yourself, this could be the option for you A Flexible Interface That’s Ready to Use Get to market quickly with our white label cross-border......
relevant regions
Boston, United States
Custody and Trading
A full-service digital asset offering. Custody. Transfer or buy bitcoin and securely store it on our industry-leading custody platform. Execution. Access multi-venue liquidity from a single platform without moving assets from cold storage. Lending Services.Borrow cash from third-party lenders using bitcoin secured on the Fidelity Digital Assets custody platform as collateral. Dedicated Client Service. Each......
London, United Kingdom
Custom Index Calculation
Our API-based approach allows for creation and distribution of custom client indices at scale. Indices can be accessed on demand, or delivered on regular schedules, or fully integrated with a direct indexing application for onward distribution and tracking....
relevant regions
New York, NY, United States
Custom Platform Solution
For wealth managers, wirehouses and private banks Your branded platform powered by iCapital Network so you can market your funds, the iCapital menu of funds or a unique combination of both, to your high net worth investors and provide service for the life of the investment. For fund managers Your branded platform powered by......
relevant regions
Miami, FL, United States
Cyberbank Digital
The Cyberbank platform delivers customized, multisegment financial services to any device, offering a positive and consistent user experience. The platform allows banks to set up and tweak the customer journey depending on the maturity of their processes and their differentiation strategy. The platform offers solutions for every business segment, through......
relevant regions
Toronto, ON, Canada
d1g1t Wealth Management Platform
Designed and supported by the strongest financial engineering team in the industry, the platform is powered by advanced analytics and risk management tools only used by the most advanced hedge funds, institutional investor and traders in Wall Street and around the world. We make these tools easily accessible to financial advisers......
relevant regions
London, United Kingdom
D2C Customer Platform
WO provides solutions across the whole D2C journey - from on-boarding to post-investment ongoing engagement....
Redwood City, CA, United States
Data Aggregation
Financial Data Aggregation With Envestnet | Yodlee’s financial aggregation solutions you can rely on quality, comprehensive data analysis coverage and intelligent insights to meet fast growing digital banking demands – all from a single open banking-ready platform and provider. Our industry-leading data aggregation tools, apps, and APIs support deep use cases for......
relevant regions
Mountain View, CA, United States
Data Aggregation & Reconciliation
Automated portfolio data aggregation: Addepar builds direct, automated feeds to hundreds of custodians, fund administrators, data aggregators and data warehouses. Ability to import data: Input data directly into our application or import batches of data from an Excel spreadsheet. Enriched by third-party market data: Third-party market data enriches and reconciles incomplete or......
London, United Kingdom
Data API
Global One unified platform to access data from the largest bank and neo banks in Europe. Get started in just a few lines of code. Open Banking enabled Our Open Banking Platform is PSD2 compliant. We eliminate screen scraping, reducing the risk of data breach. Real-time Access transaction, identity, and balance data in real-time. Refresh......
relevant regions
Belfast, United Kingdom
Datactics Match Engine
The problems Client onboarding and KYC/AML due diligence checks call for timely and accurate matching against reference data. In the UK alone there are approximately 20 business entities containing the name ‘Google’, only a few of which relate to the popular search giant, so it’s vital that any entity match can......
relevant regions
Belfast, United Kingdom
Datactics Self-Service Data Quality Platform
Financial regulations such as BCBS 239, FSCS and FATCA require financial firms to embed data quality management, including data profiling, data provenance (lineage), monitoring, reporting and escalation procedures. But keeping on top of this is hard, and many institutions have existing IT-focused tools that require programming experience and lengthy change......
relevant regions
London, United Kingdom
Data & Document Dissemination
Quick and efficient distribution of your fund data We enable fund companies to deliver fund data in a single batch to FE fundinfo. Our cloud-based datafeed platform then ensures your distribution partners always receive your latest quality-controlled fund information, such as daily fund prices, static data, fees and charges, MiFID II......
relevant regions
London, United Kingdom
Data & Document Feeds
Fund data how you want it Simple web-based dashboards allow you to customise your feed. Whether it’s for regular reports, building your own web tools or for use in pre-designed charts. Our range of cost-effective fund data feed services are fully scalable and configurable. Extensive coverage Our extensive database of funds and the......
relevant regions
1950 Sion, Switzerland
Edinburgh, United Kingdom
Data Enrichment API
Why is it important to get categorisation right? Whether you are a bank, challenger, insurer, mortgage provider or personal finance app developer; If you are dealing with transaction data, good quality categorisation should be at the heart of your journey into the world of Open Banking. Save time Define salary, groceries, travel, mortgage......
relevant regions
Jersey City, NJ, United States
Data Feeds & API
QUODD’s UltraCache data feed technology QUODD’s UltraCache Data Feed technology aggregates, manages and streams high-quality, low-latency market data from all the major North American Exchanges. With QUODD’s UltraCache Data Feed technology, clients have access to the fastest, most reliable financial market data for use in their own proprietary applications and third-party software. A......
relevant regions
Plano, TX, United States
David
A web application that allows users to input information in order to discover what Life Events are likely to occur, when they are probably going to happen, and how much of a financial impact that they would have. This application also allows the users to input real data to hyper-personalize......
relevant regions
New York, NY, United States
Deal-by-Deal Investing
Some investors want more control over their portfolio. For them, we created Deal-by-Deal investing We know that some of our investors want to pick and choose the individual investments that are right for them. That is why we typically allocate a portion of the equity value of selected assets for Deal-by-Deal......
relevant regions
Singapore, Singapore
Dealflow
What you can do with Dealflow Custom Workflows Organize deals and customize the pipeline stages to suit your investment process. Pitch pages Receive pitches through a company page, customizable to ask the right questions. Pipeline analysis Anlayze your dealflow across sectors, regions, stages, sources and run cohort analysis. Mailbox integrations Integrate with Gmail and Outlook to add and......
relevant regions
Madrid, Spain
Dealing System
Advanced reporting A global fund universe with a single contract Consult and upload orders and stock transfers, manage cash settlements, review statements of holdings, and access the data related to your transactions Dealing Instruct trades, view the status of various orders, and access confirmations on your transactions. Rebates Daily rebate calculations and accruals (monthly & quarterly......
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......
relevant regions
Berlin, Germany
DGLegacy
DGLegacy is a service through which, in the case of an unforeseen event happening to individual user, people whom the user nominates as beneficiaries will be informed about user’s assets and will be able to identify and locate them, thus minimizing the chance of an unclaimed asset. It enables users to......
relevant regions
London, United Kingdom
Dianomi for Advertisers
Digital promotion You can reach your audiences with targeted content that’s highly relevant to them. With our Native Advertising Platform, Audience, and Insights products, we deliver contextual relevance to engage readers through our suite of ad units. In good company Dianomi is trusted by top brands in financial services, technology and corporate sectors......
relevant regions
Manchester, United Kingdom
Digi
DFM Providing a range of carefully and professionally managed investment portfolios which include Hybrid, Passive and ethical portfolios. These expertly managed investment solutions are delivered at a competitive cost, with a proven track record and they are independently assessed and risk-rated portfolios. Delivered by an experienced and award winning team. Investment platform Using......
relevant regions
London, United Kingdom
Digital Advice (Robo) Platform
Robo-Adviser is an automated investing or financial planning solution that considers clients’ circumstances and delivers suitable and appropriate recommendations to achieve their financial goals entirely digitally without any human interaction. Robo Advice is typically powered by a centralised investment proposition (CIP) strategy and implemented with multiple strategies (Model Portfolios, DFMs,......
Vienna, Austria
Digital Asset Management System
Leverage secure multi-party computation technology to maximize security while overcoming limitations of hot and cold wallets. Tailor flexible policies to customise approval workflows. Stay ahead of regulatory requirements, unify hot and cold wallets, and multiply your competitive advantage. The RIDDLE&CODE digital asset custody solution is a multi-authorization solution to safekeep crypto assets......
relevant regions
Madrid, Spain
Digital Assets
The capacity to be at the forefront of the fund industry revolution A fully digital proposal to help all current players throughout the fund industry value chain to understand all the benefits of a new era of Digital Assets. Regulatory support process Active player in the regulatory process, collaborating in the different steps......
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)....
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,......
London, United Kingdom
Digital Client Onboarding
Onboarding for wealth and private banking. Combine digital and physical interactions to offer a personalized onboarding experience that fully profiles clients through automated KYC, FATCA, and CRS questionnaires....
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
New York, NY, United States
Digital Investor
Digital Investor is a custody-agnostic online portal that connects advisors and their clients to a compelling, personalized digital wealth management experience. Our portal is engineered for rapid go to market deployment, at scale, without quality decay or added expenses....
relevant regions
Frankfurt, Germany
Digital Onboarding
Scope of services and process chain Enable companies to digitally onboard new clients and manage existing clients 100% paperless. There are no limits to the areas of application. At the same time, any form of paper-based processes are suitable for digitalizing your workflows - from new applications & long complex contracts with......
relevant regions
Auckland, New Zealand
Digital Onboarding Solution
A comprehensive digital onboarding solution that improves accessibility and enhances the customer experience during that important first interaction. Our solution is designed to cater to multiple account types, and can be customised to your brand. From quick and simple individual account opening and electronic AML, through to complex, multi-level ownership......
relevant regions
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......
Madrid, Spain
Digital Selector
Selector Screener Find the funds that best meet your investment criteria. Generate a shortlist of the funds that are most relevant to you within seconds, using a unique set of qualitative and quantitative fields and characteristics that fit your clients needs. Research to enhance your efficiency A selected universe of the best quality funds.......
relevant regions
Bryn Mawr, PA, United States
Digital Solution Development
Who we help Broker-dealer home offices At the home office you want an integrated system that is flexible and efficient to meet the needs of your diverse advisor base. Your goal is to reduce complexity while maximizing productivity. AI Labs does just that. We help you leverage your existing sunk costs in......
relevant regions
Norwalk, CT, United States
Digital Solutions
For wealth managers, success means differentiating yourself from competitors by delivering insightful advice to your valued clients as you manage and grow their assets, not only in conversation but online through custom portals. FactSet's market-leading digital solutions deliver your value around-the-clock by combining client information with market data and analytics......
relevant regions
London, United Kingdom
Digital Solutions
Up-to-date fund information on your website Our digital tools for advisers allow your clients to view current fund information (including your own model portfolios) and access a wide range of original documents from your own website. Customised to your business Our digital tools for advisers can be customised to match your brand, fund......
relevant regions
Munich, Germany
Digital Wealth Management
We offer a highly modular platform that we successfully use for our own direct-to-consumer business and that we can tailor to the needs of B2B partners. Elements that can be adjusted according to a partner's needs: Branding (our brand, white-label solution) Regulatory permissions Front-end build & operation Wealth management platform Asset allocation Investment products Custody & trading We already......
Singapore, Singapore
Digital Wealth Platform Suite
The Digital Wealth Platform employs Artificial Intelligence (AI) and data analytics to enable the identification of more relevant investment opportunities, and leverages RegTech to address compliance in 15 market jurisdictions, removing barriers to investment and ensuring suitability and appropriateness across complex cross border settings. The Digital Wealth Platform has 3 modules; 1.......
relevant regions
London, United Kingdom
Digital Wealth Solutions
Differentiate your business by delivering personalized, high-touch client experiences. Our digital wealth solutions empower your advisors and clients through flexible technology, unparalleled data, and enhanced digital-first capabilities. ...
relevant regions
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......
relevant regions
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. ...
relevant regions
Seattle, WA, United States
Direct Data
Data feed: Integrate private market insights that count Pre-define which datasets you want in your system and automatically update them. Select from a broad, deep à la carte menu of available universes including companies, deals, investors, funds, people and limited partners. API: Flexibly call down data on demand Programatically call down the exact......
relevant regions
Portland, OR, United States
Discovery
Simplify your e-discovery process Identify and preserve relevant content, initiate granular legal holds, conduct first pass review, and export all your electronic communications data on-demand with a discovery solution purpose-built for regulated and litigious organizations. Capture all relevant communications with context Identify, preserve, review, and export all your electronic communications data from 80+......
relevant regions
Berlin, Germany
Distribution Bank Model
Explore open banking Offer attractive deposit products to your customers choosing from Raisin´s partners, 100% protected by deposit guarantee schemes. Tailor your customer offer choosing from the widest deposit offering in the EU. Easily integrate the products into your system and be in control of the customer experience. Gain a powerful and innovative tool......
relevant regions
London, United Kingdom
docStribute
Just one click. It’s that simple. Combining next-generation distributed ledger technology and deep expertise in regulatory compliance, we lead the way in secure, sustainable, seamless communication that’s customer focussed and cost-effective. How it works Using distributed ledger technology, docStribute allows you to deliver confidential and regulated documents to your customers digitally, via immutable......
relevant regions
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
Sydney, NSW, Australia
DocuSign
Client signatures at your fingertips Send documents to clients and have them reviewed, signed and returned in just a few clicks. Streamline document approvals, reduce document production costs and enjoy effortless workflow integration as you provide clients with a fast, easy and convenient approval solution that's more secure than paper. Why You......
relevant regions
San Francisco, CA, United States
DocuSign for Wealth Management
Why financial institutions choose DocuSign. DocuSign makes it easy for banks, credit unions and wealth management companies to quickly and securely capture electronic signatures and important customer data for account openings, consumer loans, internal approvals and more. Used by many of the world’s largest financial service institutions, DocuSign is the global......
New York, NY, United States
Dow Jones NewsPlus
Access the premium content you need (and none of the noise) with Dow Jones NewsPlus, a news-streaming dashboard designed for easy navigation and quick updates. Customizable modules allow you to isolate content specific to asset class, region, corporate news, market-driving events and other filters including saveable search. Enjoy digital subscription......
New York, NY, United States
Dow Jones RiskFeeds
RiskFeeds delivers Dow Jones’ Risk and Compliance-enriched third-party risk data through a multitude of software platforms, giving you the flexibility to receive data in your preferred interface or format. A dedicated team is available to ensure seamless integration and advise on the transition when switching data providers....
Toronto, ON, Canada
DOX
Save time and money with DOX. Upload your inventory of marketing documents, letters and advisor kits to DOX to efficiently manage the customization, kit building, and multi-channel fulfillment process online. Make an impact with personalization Lower costs by 30-40% Works everywhere, customize anything Real-time reporting and online tracking ...
relevant regions
Burlington, MA, United States
Dragon Anywhere Group
Improve mobile productivity: incorporate powerful professional-grade dictation into your mobile strategy The challenge For organisations whose employees spend their time in the field or travelling but are still tasked with documentation demands, paperwork backlogs are a unique challenge. Completing detailed and accurate reports can be time-consuming; often resulting in employees taking incomplete......
relevant regions
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......
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......
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
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......
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......
Brooklyn, NY, United States
EdgeworthBox
From the Industrial Revolution, businesses have used the reverse auction to buy goods and services. Requests for Proposal (RFPs) and Requests for Quote (RFQs) were a way to get suppliers to compete on price. For a long time, this worked well. As long as companies were buying simple things, it was......
relevant regions
Pembroke Pines, FL, United States
eDocGen
Document generation software for business users Create business documents from enterprise apps, databases, and JSON-XML-XLSX data Save time and money. Improve customer communications Document generation from thousands of apps Zapier - API - Excel, XML, and JSON data Merge - Webform Exisiting templates Use your existing document templates. No separate template development On-demand generation Integrate with CRM, ERP,......
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......
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......
Seattle, WA, United States
Embedded Analytics
Covid-19 is impacting every part of business, from where we work to the way we measure success. Now more than ever, data is the key to effective decision-making and moving business forward. Create new revenue streams and deliver value to your customers and partners in this rapidly-changing environment with a......
relevant regions
Zurich, Switzerland
Embedded Wealth Solutions
additiv’s DFS® platform allows brands to easily embed wealth management into their offering. Services can be tightly integrated into an existing journey, or offered standalone. The platform connects brands with additiv’s regulated and fintech ecosystem partners to deliver the end-to-end customer journey and fulfilment. Benefits of Embedded Wealth Embed wealth management into......
London, United Kingdom
E-money Accounts
Greengage has built an extensive network and market presence in the crypto-asset sector, bringing an open mind to both traditional and digital finance. Now providing accounts to SMEs, digital asset firms, and high net worth individuals across the UK and Europe, currently available in GBP and Euro. We provide visa debit cards......
relevant regions
Mobile, AL, United States
Employee Fiduciary for Advisors
At Employee Fiduciary, we welcome the opportunity to partner with investment advisors. Our services, fees, and transparency are complementary to the practice of fee-based 401(k) advisors who can leverage our strengths to help attract and retain clients. Our strict focus on product services and standards allows advisors the flexibility to......
London, United Kingdom
End To End WealthObjects Platform
WealthObjects provides a single, unified platform to ensure consistency at every stage of the journey and across back, middle and front offices, for clients, advisors, portfolio managers and internal firm users. The fully flexible and customizable platform can be broadly divided into the following elements: Client onboarding Financial planning Automated investing Digital engagement Order management Portfolio management ...
Palo Alto, CA, United States
EnrichVideo
What We Do Going digital is no longer a choice for banks and wealth management firms. All banks and wealth management firms take pride in the ‘personal touch’ that they offer to their HNI clients. With the pandemic, client meetings are history. Going digital with standard methods like client portal, mobile......
Chattanooga, TN, United States
EnterpriseDoX™
EnterpriseDoX offers all of the benefits of MyDoX along with a rich set of additional features for large companies looking for a powerful integrated digital signature product....
Toronto, ON, Canada
Enterprise Information Governance
Significantly improve corporate governance with a more secure, compliant, and efficient way to manage corporate records and information by easily organizing all front, middle, and back-office documents in one central location....
Acton, MA, United States
Enterprise Number Archiver
Capture and archive Mobile SMS/MMS/calls App on iOS or Android phone associated with a local enterprise number allocated to employee (and App) Easy to use App similar to consumer messaging/calling apps Archive only work-related SMS/MMS/Calls and not personal ones ...
relevant regions
Chicago, IL, United States
Enterprise Portal
Our enterprise portal allows "home offices" to customize their platform with the tools that serve the needs of their advisors and leverage technology that institutes specific guardrails to monitor their business and aid with fiduciary standards....
relevant regions
Ontario, CA, United States
Enterprise Power
Laser App Enterprise is an installed solution that provides advisors with the ability to process electronic forms easily. Laser App enterprise provides simple ways to find and select the right forms out of our massive library of forms. Whether completing hundreds of forms during the transition process or in your......
relevant regions
Portland, OR, United States
Entreda Unify
Automate and analyze cybersecurity Address your organization’s cybersecurity risk posture and easily monitor the security and compliance of devices, networks, users and vendors with a single-pane-of-glass solution. Designed to address the National Institute of Standards and Technology (NIST) Cybersecurity Framework, Entreda Unify has the compliance and reporting features organizations need to......
relevant regions
Doncaster, United Kingdom
enVisual AIR web portal
Now it is possible for you to share enVisual data with your customers selectively, securely and efficiently via the AIR web portal tool. AIR empowers your customers by allowing them to view selected data on demand, share documents and files as well as to communicate with you securely. Customers can also track the status......
George Town, Cayman Islands
Eosio
Fast and efficient The EOSIO platform provides industry-leading transactions speeds and are a sub-second block time latency rate, providing the ability to support mission-critical applications. Perform transactions at a lower cost through efficient resource management to yield greater benefits from digital intergration. Highly configurable EOSIO is designed to allow for a higher degree of......
Geneva, Switzerland
e-Reg
EasyReg has developed our own application called e-Reg which enables users to: Reduce the costs required to implement new regulations Facilitate compliance with applicable regulations Increase regulatory knowledge in the relevant departments Reduce the time spent by employees to maintain regulatory frameworks Simplify collaboration on regulatory topics Mitigate regulatory risks and consequences ...
relevant regions
Hamilton, Bermuda
ESG Portal
We manage independent collection of data for investors from their underlying portfolio investments to deliver real time ESG analysis via a secure, intuitive and flexible online platform. We provide full rating, reporting and benchmarking service through a detailed questionnaire (300+ data points). Reports include quantitative scoring and reporting benchmarked against sector,......
Hong Kong, China
ESG Screener
Popular Themes Create preset screeners based on popular themes that ESG investors are interested in. One click to get the top scoring stocks for a theme. ESG Leaderboard See the top countries, sectors and companies by each ESG pillar scores. Drill down to filter by country or sector. Advanced ESG Screening Combine ESG pillar scores......
relevant regions
London, United Kingdom
ESG & SFDR Reporting
Our service helps you reduce the administrative burden on in house teams, from data validation, to design and delivery of ESG Reports in flexible formats. Comply with new ESG disclosure rules of the SFDR Our ESG Reporting service helps you satisfy transparency obligations and reporting requirements at product level. The solution allows......
relevant regions
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
Hong Kong, China
Events Calendar
Filter by country, select which events you want to see or hide. Event types include Economic Indicators, IPO, Earnings Release, Corporate Actions and more. Day, Week or Month View Choose to see only one day, week or by month. Mouse over each event to see details....
relevant regions
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......
London, United Kingdom
Experiment in our Sandbox
You need a single sandbox You need a limited number of API calls You are happy to build independently You can have your questions answered through a standardised SLA You do not have any custom integration requirements You are happy to use multi-tenant cloud infrastructure ...
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
London, United Kingdom
Factsheet Production
Designed around you Investors rely on fund fact sheets to provide key fund information in a succinct and easy to understand format. Our configuration tool enables quick development and design of your documents, true to your brand guidelines. Your marketing documents can be produced in multiple languages to comply with local......
relevant regions
Springfield, MA, United States
FA Match
We help you plan for your own future. Career options start with relationships Set your target Find firms based on location, characteristics and what they offer advisors. Compare firms View full details on each firm and evaluate your interest level. Make connections Request a connection with a firm you may be interested in. Build relationships Schedule a call with......
relevant regions
New York, NY, United States
Family Office CRM
Maximize deal flow Better focus your time, and review more deals, by tracking and managing all pipeline and investment activity from one single, easy to use dashboard. Simplify portfolio monitoring Optimize your allocations by breaking down co-investments, private equity, hedge funds, VC and more. Drill into each asset class to view performance and......
relevant regions
Great Falls, VA, United States
Family Offices
Safeguard your interests Our dynamic platform facilitates communication, guaranteeing the secure sharing of sensitive information, and bringing fragmented teams together in one space. Lifestyle management simplified on one platform Real-time insights EstateSpace gives you new insights without the administrative strain so you can easily govern your legacy, increase wealth, and reduce risk. With EstateSpace,......
relevant regions
London, United Kingdom
Family Offices and UHNWIs
Simple and reliable deal matching for your business Vetting process All members are screened by financial institutions, all deals reviewed before going live. Confidentiality Access business deals and explore opportunities anonymously. Direct connection When you are ready, speak with the principal decision maker behind every business deal. Growth solutions for family offices and UHNWIs Source unique investment and......
relevant regions
Grand Rapids, MI, United States
Family Strategic Planning System
We designed the Family Strategic Planning System® to help our clients simplify their financial life, give them clarity and confidence in their financial decisions, and empower them to focus on what really matters most. Family strategy Values, vision, family investment philosophy, family financial independence Financial management & reporting Personal financial statements, cash flow reports,......
relevant regions
Madrid, Spain
FAST: Transfers
An ideation process validated by main players FAST is the result of a working group created in Spain to understand and validate how Allfunds Blockchain technology benefits the transfers ecosystem. Ready to build new digital solutions for final investors Time: avoid delays generated due to the inefficient current technical solutions by reducing data......
relevant regions
London, United Kingdom
FE Analytics
Improve your advice outcomes FE Analytics enables you to have a holistic view of your entire investment proposition, ensuring investment suitability and increased efficiency, so you can demonstrate the value of your investment propositions to your clients. With over 300,000 portfolios and instruments to browse and compare, including UT & OEICS, ITs,......
relevant regions
Pittsburg, PA, United States
FeeOnlyNetwork.com
At FeeOnlyNetwork.com, we embrace this lofty ideal: The only financial advisor who can truly provide unbiased and objective financial advice, financial planning and investment management is an independent financial advisor (Registered Investment Advisor) operating under a strict fee-only compensation model, as defined by the National Association of Personal Financial Advisors (NAPFA)....
London, United Kingdom
FE Onboard
Our secure Portal enables both you and your clients to securely communicate and share information with each other remotely. This means tasks can be completed ahead of an initial meeting, saving you time and allowing you both to focus on what really matters most when you are together. How much could you......
relevant regions
Tadworth, United Kingdom
Fidelity Conquest Planning
Financial planning software working for you and your clients Conquest planning provides powerful software to help you build accurate, intelligent financial plans. Conquest Planning not only enables you to quickly build accurate financial plans in collaboration with your clients, it’s designed to intelligently work with you to find the optimal path for......
relevant regions
Capelle aan den IJssel, Netherlands
Figlo Insights
Monitor your customer's situation Alerts alert your advisors when your client may need attention or advice. Alerts are issued on the basis of monitors: preconditions that are monitored for you by Figlo Insights. In addition to the basic set of 20 standard monitors, you can define additional monitors yourself. Using external information......
relevant regions
Capelle aan den IJssel, Netherlands
Figlo Planning
One file, various advice Figlo Planning is the latest addition to the Figlo application family. Figlo Planning replaces Figlo Advisor's financial planning capabilities. Figlo Planning uses the same robust, holistic calculation engine and database as Figlo Advisor. However, Figlo Planning can be used in any browser. Figlo Planning is designed for......
relevant regions
Waterlooville, United Kingdom
Filehaven
It doesn't matter how you spin it. Email isn't secure. But truth-be-told, email is really easy to use and that's exactly why businesses still use it today with clients despite constant headlines about email accounts being hacked and phishing attempts. We designed Filehaven to be as simple as email, but with government......
relevant regions
Poole, United Kingdom
Finage Market Data Platform
We provide any type of product you need Just choose the ones you want and start to work with them Stock data - US and global market data Cryptocurrencies - 1,700+ cryptocurrency symbols ETF - Global exchange traded fund and mutual fund data Widgets - Tickers, converters, charts and more Forex - Large Forex data coverage Indices - Global index......
relevant regions
Pyrmont, NSW, Australia
Financial Adviser Application
Our application helps you guide clients through the fact finding, risk profiling, asset allocation and portfolio tailoring process. It seamlessly integrates with the Model Portfolio Management application, to ensure investors can view the latest analysis. It also positions you at the centre of the advice process by providing a unified......
Vienna, Austria
Financial Data Services
Securities factsheets In depth fund database Fast and secure API delivery ...
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......
Redwood City, CA, United States
Financial Wellness
Comprised of the leading Financial Data Platform, AI-powered FinApp series, and APIs, our solutions enable Financial Service Providers to coach consumers toward financial wellness. Access to the Best, Most Comprehensive DataLeverage over 17,000 global data sources comprised of an unparalleled breadth, depth, and variety of financial accounts. Powered by Personalized Financial Insights New......
relevant regions
Colchester, United Kingdom
FinCalc Suite
Cashflow modeller Our comprehensive approach to cashflow modelling allows you to illustrate your client's financial future concisely and accurately. Leave no stone unturned and effectively present multiple 'scenarios' that can take into account even the most complex of situations. Transvas More than just a TVC report generator, our Transvas module is a......
relevant regions
Singapore, Singapore
FinChat
Compliance for WhatsApp, WeChat, Line chat, Telegram, Viber & more instant messengers Pioneers in enabling compliance monitoring, chat archival & chatbots for popular messaging apps in regulated enterprises legally. FinChat solutions are based on official APIs of instant messengers & use legal means for compliance & analytics. Employees can now engage clients......
relevant regions
Frankfurt, Germany
Fincite.CIOS
CIOS combines a unique experience to the advisor and customers with a composable platform. CIOS allows you to create your own investment process and focus on what’s important: Your customer. Dynamic reporting with comprehensive insights on performance, risk, allocation, ESG, etc. Customer onboarding and management of customer profiles Customer UX including customizable customer-facing......
Zurich, Switzerland
FinfoxAdvice
FinfoxAdvice is the digital channel for customers and their self-advice. Accessible whenever and wherever, on all devices. Customers can research, advise themselves and access suitable investment solutions in a completely digital and independent way. A flexible status and notification system enables the adviser to keep track in any scenario. FinfoxAdvice can......
relevant regions
Zurich, Switzerland
FinfoxPro
FinfoxPro is the adviser’s individually configurable digital workplace. Centrally manage all your customer relationships and monitor related portfolios. All information is available at all times via the dashboard, with drill-down functions enabling access to specific customer and portfolio data. From here, you can also centrally manage preparation and follow-up of......
relevant regions
Zurich, Switzerland
FinfoxPublicAPI
FinfoxPublicAPI is standardised and platform-independent. To achieve the goal of open banking, it can be incorporated with any existing or future system. As such, Finfox technology can be tailored precisely to your IT architecture. Your apps, front ends, widgets and back-end services can access data from Finfox via the API......
relevant regions
Zurich, Switzerland
FinfoxTouch
FinfoxTouch is an intuitive tablet-based advisory tool that transforms customer meetings into dynamic and engaging consultations. It enables the adviser to clearly explain investment strategies and proposals with the help of interactive graphics and directly respond to customer requests. Flexibly structure your consultations in line with specific customer needs, with......
relevant regions
Singapore, Singapore
FinIQ API Services
From order management to execution management, portfolio holdings and asset information, FinIQ's APIs are integrated with the current solutions and user interfaces a company is using. APIs are used to feed and fetch data from multiple environments such as mobile, e-commerce platforms or other incumbent systems. ...
relevant regions
Singapore, Singapore
FinIQ Wealth and Treasury
FinIQ Wealth & Treasury addresses trading and FinTech needs of its clients for FX, equities, bonds, IR derivatives, FX derivatives, EQ derivatives, mutual funds, structured deposits and structured notes. It is a truly multi asset front-to-back solution designed for buy-side financial institutions, primarily wealth management outfits....
relevant regions
Lenzburg, Switzerland
Finnova Channel Suite
The Finnova Channel Suite is being expanded on an ongoing basis. We take into account the continuously increasing demands of end clients in mobile banking and e-banking, and support innovations in the area of ATMs. In the areas of corporate business and external asset management, and in the repositioning of......
Lenzburg, Switzerland
Finnova Front Suite
With the role-based and process-controlled Advisor Workbench, advisors maintain an overview of their portfolio and all information about their clients, can initiate advisory processes and perform these efficiently while being supported by the system. The Finnova Front Suite can be extended as both the starting point and the focus of all......
Berlin, Germany
Finoa
Multi-asset productivity We enable the full range of financial services for Digital Assets: custody, staking and trading, all-in-one platform to maximize your returns anytime from anywhere. Custody Warm storage We keep your Digital Assets accessible while cryptographically secured through our unique “Warm-Storage” technology – withdrawals are a matter of seconds (not hours!) Gold standard We shield......
relevant regions
Lehi, UT, United States
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....
St. Louis, MI, United States
First Clearing
First Clearing is a premier clearing and custody services business, serving broker-dealers and registered investment advisors nationwide. Driven by a strong and abiding commitment to the power of relationship, we help our client firms create and grow successful businesses. Through our affiliation with Wells Fargo & Company, we provide access to......
London, United Kingdom
FirstWealth Platform
Geolocation integration and market feeds for real-time updates on wealth. Drill down into particulars of assets and store all related information using an intuitive interface. Proprietary metrics to decompose concentration risk. All-in-one - secure and safe Single birds-eye view on all assets and their values with advanced drilldown capabilities on SPVs and......
relevant regions
Freiburg, Germany
Fixhub.net
FIXhub.net (www.fixhub.net) operates a fully managed neutral electronic network connecting buy and sell side institutions for the exchange of messages based on FIX protocol or analogue messaging standards. FIXhub customers include investment managers, banks, custodians, execution and clearing brokers. FIXhub supports bi-directional message flow across asset classes: FX, money market, FI, equities, commodities,......
relevant regions
San Francisco, CA, United States
Fixit
Fixit helps teams manage repairs and projects. By utilizing mobile cameras to track day-to-day problems, the app visualizes the reporting, assigning, and verifying of maintenance issues. With Fixit, team members can carry out necessary procedures and communicate their progress to others, all while maintaining the high standards their properties demand. Schedule......
Chicago, IL, United States
FlightDeck
Bring your ‘A’ game to every single sales conversation When your sales team is first-to-market with polished, personalized, and compliant pitchbooks, your firm is positioned to win. But if your marketing process is bottlenecked by data issues, compliance review, or disorganized content…your sales team risks losing deals and experiencing outflows. So......
relevant regions
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......
relevant regions
Leamington Spa, United Kingdom
focus:client
focus:client lets you make lasting digital connections with consumers. Supporting direct to consumer (D2C) journeys, as well as the delivery of fully-automated simplified advice and robo-advice, this client engagement framework helps you get your proposition to market. Whether you drive business through digital channels only, or use them to support telephony, face-to-face......
relevant regions
Leamington Spa, United Kingdom
focus:digital
Running stand-alone, or embedded in an adviser’s website, focus:digital includes a financial health check that enables consumers to model various scenarios to get a clear picture of their financial future. Suitable for firms with 10 users or more. Saves you valuable time and increase efficiency. Ideal for modern advisers looking to broaden their market......
relevant regions
Leamington Spa, United Kingdom
focus:wealth
Focus:wealth simplifies, streamlines and automates business processes to let wealth management teams, intermediaries and consumers focus on accomplishing their goals with the minimum of effort. It has been built with wealth managers in mind. Focusing on creating the highest standard in the client experience and supported by the most extensive end-to-end......
relevant regions
London, United Kingdom
for Advisers
Deeper and more meaningful relationships As a professional adviser, your client relationships are crucial. With Legado, you’re the first port of call for your clients. When you bring them onboard you’ll get a better understanding of their estate, deepen your relationship, and spark conversations that might not have happened otherwise. You can track your clients’ progress and work with them to complete their......
relevant regions
Singapore, Singapore
For Banks & Wealth Managers
Curated Products 50,000+ products evaluated to offer best-in-class investments. Risk-aligned Portfolios Portfolios aligned to your clients' risk appetite and investment objectives. Seamless Execution Fully digital onboarding, investing, and monitoring experience. Partner with Kristal Global wealth management solutions for players across the wealth spectrum including banks, wealth managers, advisors, distributors, brokers, and FinTechs....
relevant regions
London, United Kingdom
for Enterprise
Gain insight Consolidate your customers' and employees’ assets and understand their financial habits. Increase revenue Both directly and indirectly create more opportunities to engage with your clients and employees on a deeper and more meaningful level. Build loyalty Give your clients and employees a tool that is genuinely valuable and drive true brand loyalty to......
relevant regions
New York, NY, United States
ForeSCITE
Your money, your way Keep your money where it is. Unlike others, we value your freedom to manage your assets. We simply offer you the most powerful risk analysis AI tool on the market with the technology to manage your money more accurately than a financial advisor. ForeSCITE is not a......
Ontario, CA, United States
Forms Efficiency
Companies that have forms on Laser App have reduced errors by as much as 80%, lowering their cost and time processing paperwork. Laser App can help your company the same way by doing two things: Laser App instantly pre-fills your forms, leveraging client information from just about any source. All Laser......
relevant regions
Fishers, IN, United States
FormStack
Building custom online forms shouldn't be difficult Why waste hours waiting for your developer to code your online form for you when you can just build it yourself in minutes? Formstack makes this possible with our easy-to-use form builder and advanced features. Collect payments, gather customer data, and automate your day-to-day tasks in just......
Sydney, NSW, Australia
Forum360
Forum 360 is a new world integrated research, sales and distribution platform for products and services distributed wholesale. Companies who use Forum 360 are making a step change for the better in customer experience direct, in collaboration with their distribution partners and with our network of distributors. Using Forum 360’s......
Freiburg, Germany
Frontfix
PATRONAS FrontFIX is a powerful solution that allows you to communicate in standard FIX or alternative protocols (SWIFT, XML, etc.) with any counterparty or partners such as investment companies, brokers, banks, exchanges and custodians. PATRONAS FrontFIX deals with several thousands of messages per second – it provides you with a configurable......
relevant regions
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......
relevant regions
Singapore, Singapore
Fund Administration
Intuitive and Easy Give your Venture Capital or Private Equity fund the tools to account, administer and report to your investors. Organize Access your data from a single source and take control of the data that is otherwise stored in excel sheets across user machines Allocate Improve your efficiency by automating even the most complex......
relevant regions
Hong Kong, China
Fundamentals & Estimates
Financial statements and business summaries are available for your customers to analyze the health of a company. Get the Professional View Consensus estimates of stock earnings and target price give insights on how the professionals are viewing a stock. Data Visualization View visually as charts and graphs for when you want to just scan......
relevant regions
Auckland, New Zealand
Fund & Asset Manager Solution
An integrated online investment and customer management platform to improve customer engagement and support your business growth. Delight and excite customers through mobile responsive digital engagement tools by giving them the flexibility and transparency they demand. Streamline customer management and investment processes through automation and intuitive self-service tools. Manage compliance requirements in a......
relevant regions
London, United Kingdom
FundBinder
FundBinder is the only platform that allows you to create a fully personalized dashboard for each individual by simply dragging and dropping autonomous components into place. Always be on point, and prepped to answer any question with mobile ready, investor and advisor views delivering up to date personalized calculations. Give client portal access......
Hong Kong, Hong Kong
FundKernel Digital Alternative Investment Platform
FundKernelDigital Alternative Investment Platform is a turnkey business solution for licensed wealth managers covering sourcing, research & due diligence, and order processing all in one single digital platform....
relevant regions
Hong Kong, China
Fund Screener
Filters & Criteria Filter by Fund Type, Geographical Regions. Add from over 25 detailed criteria to find a fund that fits your investment profile. Predefined and Saved Strategies Clients can create and save predefined strategies (presets) making them available to all their users through the screener admin tool. Predefined strategies allow clients to......
relevant regions
London, United Kingdom
Fund Selection & ESG
Fund selection The data science that underpins the platform starts by finding consistently outperforming managers versus the best passive funds. That in of itself is unique. ESG FUNDSaiQ allows you to find and retain the best performing funds in each category, whilst identifying fund managers that also have a high ESG score or......
relevant regions
Madrid, Spain
Fund Tools
Compare, analyse, select and track Screener Multi-criteria screener that allows you to quickly search funds and select the best option. Watchlist Track your favourite funds and monitor them at a glance. Fund comparison Compare the features of a list of funds in an easy way. Enrich and automate your Corporate Actions alerts Subscribe to a unique corporate actions file,......
relevant regions
Woburn, MA, United States
FusionIQ
FusionIQ is an innovative fintech company that empowers you to attract and service investors through the web. The platform uses risk assessment questions to match investors with customized portfolios and asset allocation models. Digital investing platforms are the solution to compete in today’s technological world and attract “next gen” clients. Scale......
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......
relevant regions
Hong Kong, China
FX Trading
FX Monitoring Our FX widgets allow users to monitor all the major currency pairs while watching economic video news and reviewing the upcoming economic indicators. FX Quote Analyze the price action of currency pairs using the interactive chart while simultaneously checking the related economic indicators. FX Trading Responsive FX Trading app supports not only Market......
relevant regions
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......
San Francisco, CA, United States
Gainfully Empower
Client messaging Enabled your sales force to compliantly send emails, SMS, and other transactional messages and campaigns to 1, 5, or 5,000 clients and prospects. In-app messaging Messaging between financial professionals helps build stronger wholesaler and advisor relationships bringing value to the inbox. Social selling The simplest user experience for sharing timely, targeted content for......
relevant regions
San Francisco, CA, United States
Gainfully Message
Email marketing Deliver HTML email campaigns with embedded content and resources that get permanently saved to a personal library for every professional you support. Powerful segmentation Use the best, realtime data from regulators combined with proprietary data sets to precisely target your audience every time - all without the guesswork. Silent messages Deliver messages and......
relevant regions
San Francisco, CA, United States
Gainfully Publish
Content hosting and publishing Publish any type of content, including landing pages, videos, PDFs, graphics and more with no-code and a visual layout editor. Audience segmentation Define targeted audiences for every content item and page, ensuring the right users in the right firms see the right content. Compliance rules Limit distribution, attach FINRA clean letters,......
relevant regions
London, United Kingdom
Generic Indicies
Our indices include: i1 US 500 i1 US Tech 100 i1 US 3000 i1 FAANG i1 US Mega Cap i1 US Large Cap i1 US Mid Cap i1 US Small Cap i1 US Micro Cap i1 US REIT i1 US ESG and more... ...
relevant regions
New York, NY, United States
Genesis Custody
Secure Utilizes latest breakthroughs in secure cold and MPC hybrid technologies. Streamlined Streamline trade executions, transaction processing and same-day settlements. Scalable Scalable for digital wallets. Handles all KYC and AML screening requirements. Insured Comprehensive digital currency insurance from A-rated underwriters to protect against loss....
relevant regions
Zurich, Switzerland
Gentwo Digital
Zurich-based innovative securitization specialist GENTWO has created a new generation of financial products. The innovative financial solutions provider enables institutional clients to securitize not only bankable, but also non-bankable assets with a Swiss ISIN. 1. Make ICOs bankable and expand your reach with investors. GENTWO Digital offers the most flexible, inexpensive & simple......
relevant regions
Hong Kong, China
Global Indices Map
Users can select to see the current price of any stock index or turn on auto rotate and monitor markets throughout the day. Market Detail Select a stock index to see more details such as charts, sentiment indicators as well as the latest news for the market....
relevant regions
Vancouver, BC, Canada
Global Relay Archive
Global Relay Archive is a world-class compliance archiving and monitoring solution that seamlessly integrates with email and other electronic messaging systems — delivering superior message search, retrieval and review capabilities. This enterprise-class, cloud-based archiving solution addresses the demands of regulatory compliance, audits and eDiscovery while alleviating data management, storage, security,......
relevant regions
Larkspur, CA, United States
Goalkeeper
Innovative goals-based savings technology A simple, yet powerful technology that lets your customers save for anything and everything...no matter how small. Set as many goals as they want Pick a savings engine Savings happen automatically Free to your customer Deposits stay at your bank Be there at the beginning Every wealth account starts as a savings account. Goalkeeper......
relevant regions
San Francisco, CA, United States
Greenlight
Greenlight gives families and individuals control of their expenditures, investments, philanthropic goals and more. By consolidating communication, documentation, and due diligence Greenlight brings clarity and efficiency to the decision-making pipeline. Families and their teams can securely access critical information to make better decisions together. Highly customizable approval processes that adapt to......
relevant regions
Atlanta, GA, United States
Gridline Platform
Gridline allows you to build an institutional-grade portfolio of alternative investments Build your portfolio with top-tier diversified opportunities vetted, curated, and managed by our experts. Instant diversification for a targeted investment thesis Thematic Indexes allow investors to benefit from diversification across a mix of funds based on asset type, sector, stage, and geography. Gridline selects......
relevant regions
Singapore, Singapore
Hatcher+ VAAST
H+ Research Our research is conducted using proprietary data, deal flow, and AI-based analytical models "Venture Data Analysis & Forecasting" by Hatcher+ Founding Partner, Dan Hoogterp, details the results of over two years of comprehensive, deep learning-based analysis of 600,000+ venture transactions spanning 20 years. VC 3.0 + Impact-Ready Support for impact scoring and......
relevant regions
San Francisco, CA, United States
Hearsay Compliance
Hearsay Cloud allows compliance and supervision teams to easily comply with complex regulatory requirements, adding channels and advisors without extra staff. In 2018, Hearsay customers experienced a 46% decrease in compliance alerts created at the same time as they increased automated content published by 52%. Capture, monitor and supervise across digital channels Hearsay......
relevant regions
San Francisco, CA, United States
Hearsay Mail
Launch a local email marketing program that delivers value Hearsay Mail makes it easy for advisors to capitalize on one of the most fundamental digital marketing channels. With open, click and response rates well above the industry average, your advisors increase client acquisition and retention — while saving countless hours on......
relevant regions
San Francisco, CA, United States
Hearsay Platform
Hearsay’s tools boost advisor productivity and generate the engagement data necessary for corporate teams (IT, distribution and marketing) to drive value from your CRM and other essential systems. Our team is an extension of yours, using agile development with each engagement to achieve rapid time to value – often within 90......
relevant regions
San Francisco, CA, United States
Hearsay Relate
Compliant client engagement for BYOD advisors & agents Texting, high-quality voice calls and automated workflows designed to scale client touchpoints and increase client loyalty. Increase client loyalty Respond immediately to client outreach with automatically generated smart text messages and high-quality voice calls, anytime, anywhere. Increase advisor productivity Delegate service and scheduling requests to team members.......
relevant regions
San Francisco, CA, United States
Hearsay Sites
Modern advisor website program that strengthens your brand and attracts clients at scale Increase corporate brand reach and control - Modern, on-brand websites that scale to your entire field team with conversion metrics back to corporate site traffic Drive discoverability, demand, and conversion rates - Proven ROI with local SEO optimization to......
relevant regions
San Francisco, CA, United States
Hearsay Social
Hearsay Social is the leading social selling tool for financial advisors. That’s why more than 170,000 advisors at the world’s most successful firms rely on it to attract prospects, retain clients, and grow their book of business. How? Hearsay Social makes it easy to nurture clients and prospects with personalized content,......
relevant regions
College Station, TX, United States
Holistiplan
Making it simpler Holistiplan was created and designed by two CFP professionals. As firm owners, we were constantly looking for ways to efficiently and consistently provide our financial planning service to clients. As engaged volunteers for the National Association of Personal Financial Advisors (NAPFA), we heard similar concerns from other firm owners.......
relevant regions
Luxembourg, Luxembourg
Hosting solutions
We are highly experienced in database management, dedicated server hosting, and can provide fully-virtualised solutions. From initial contact through to implementation, our dedicated team works closely with you to ensure that we meet your requirements with the most cost-effective and technically-advanced solution. We offer a full suite of hosting solutions, including: Data......
relevant regions
New York, NY, United States
Hubly
We're on a mission to empower financial service professionals with better enablement technologies and tools that make it possible to scale their services and processes. Our team wakes up every day to make the lives of financial advisors easier and ensure that more families can access comprehensive financial planning and advice. We......
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......
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......
Milpitas, CA, United States
HyperApps
What are HyperApps? JIFFY.ai HyperApps are low-code applications that help you achieve true end-to-end business process automation in your enterprise functions. Being "low-code", they can be designed and deployed quickly. They can assure "true automation" by reserving human participation in your business workflows only for high-value tasks. Moreover, the automated workflows connect......
relevant regions
Alpharetta, GA, United States
Hyperchat
Going the extra mile At Hyperchat, we aren't afraid of hard work. We want to deliver a product that you can be proud of. That being said, we make it our personal mission to exceed your expectations. Our lines of communication are always open and we are ready to tackle your......
New York, NY, United States
Hyperscience Platform
Drive Post-Extraction Business Outcomes Validate & Transform Add simple rules to validate and transform extracted data for ease of downstream ingestion. Enrich Pull in third-party data via API/DB connections to enrich your post-extraction outcomes. Review & Approve Custom human supervision interfaces tailored to knowledge worker actions. Natural Language Processing Understand user intent through sentiment analysis. Route Route documents to different......
relevant regions
Zurich, Switzerland
IAM Solutions
From the employee login, through the private e-banking access and the registration in online shops all the way to the login for tax returns – digital identities form the basis for many services and digital offerings as well as the protection of applications and data. The technology behind this is......
relevant regions
Armonk, NY, United States
IBM Bluemix
Cloud resources make it possible to bring together multiple data sources, scale systems, and incorporate cognitive services to drive business value quickly and inexpensively. Integrate high-performance cloud infrastructure and cutting-edge services into your IT environment with the IBM Bluemix cloud platform....
San Francisco, CA, United States
Identity
Verify user identities using bank data Retrieve the full name on the account—data can be used to complement KYC procedures Open Banking/PSD2 integrations Plaid’s integrations are Open Banking and PSD2 compliant, delivering secure and reliable access to the UK and European financial ecosystem ...
San Francisco, CA, United States
Identity Management
Accelerate Digital Transformation and Get Ahead of the Competition The financial services industry is changing on an unprecedented scale. Financial technology, regulations, and changing customer behaviors are reshaping how services are being designed and delivered. Leveraging comprehensive digital identity capabilities helps you acquire customers faster by: Anchoring a comprehensive digital identity strategy......
relevant regions
Munich, Germany
IDnow AutoIdent
Introducing IDnow AutoIdent Eliminate customer wait times with always-on, AI-powered ID verification. AI-powered With IDnow AutoIdent, there’s no need for dedicated ID verification staff, and no need to keep customers waiting. The intuitive AI-powered solution enables customers to verify themselves and uses deep ID-recognition intelligence to ensure the highest levels of security and......
relevant regions
Munich, Germany
IDnow eSign
With IDnow eSign you can sign contracts with your customers online. Instead of requiring a handwritten signature, a qualified electronic signature (QES) is created. It has the same validity from a legal perspective. In just a few minutes, IDnow eSign enables contract conclusion without media disruption or additional hardware. All the......
relevant regions
Munich, Germany
IDnow VideoIdent
With IDnow’s Video Verification you can verify your customers’ identity within a few minutes – easy, secure and in compliance with the law. Our EU-patented solution results in a clear increase in conversion rates compared to traditional offline procedures. It combines AI-based technology with the expertise of highly qualified Ident......
relevant regions
Exton, PA, United States
IFS Asset Movement
The manual work of asset movement can be cumbersome, especially if the transaction includes complicated balance validations, ensuring retirement rules are followed, or compliance policies require additional approvals. IFS Asset Movement integrates with advisory platforms for a web-based, doit-anywhere system that automates transactions including ACATs, Fed Wires, Check Disbursements, Journals......
relevant regions
Exton, PA, United States
IFS Transitions
To attract and retain top advisors, you need a digital onboarding experience that is transparent, simple, and that shows your dedication to a great relationship. IFS Transitions creates an initial experience with your firm that imports accounts quickly and correctly. Separate dashboard capabilities can create a new, higher level of......
relevant regions
Stony Stratford, United Kingdom
Image Guard
The problem Organisational security and reputation is risked daily by photo’s and videos sitting on public social media, posted by employees and contractors. According to Rachel Tobac, channels such as Instagram, LinkedIn provide 60% of the information needed for social engineers and hackers to enter organisations. Too often, office photos contain computer screens,......
relevant regions
Portsmouth, United Kingdom
Imago Illustrations
Imago Illustrations is a configurable, powerful and scalable solution for delivering illustrations, disclosure and reporting solutions to meet the unique and personalised needs of product providers, platforms and advisers that makes the complex understandable with exceptional user experiences. Imago Illustrations has drawn on the best of modern web designs, and years......
relevant regions
Portsmouth, United Kingdom
Imago Portal
It has been designed to integrate into not only Imago products but also other front office and third party systems, bringing together information to enrich user engagement and experiences. Imago Portal is a component-based portal, that has built-in workflow, content management, data validation and business rules configuration. Imago Portal provides access and......
relevant regions
Portsmouth, United Kingdom
Imago Tools
Imago Tools helps to: Support better financial decision making Stimulate customer loyalty and engagement Encourage investment to meet financial goals Imago Tools is deployed using the Imago Illustrations calculation engine, that is widely used throughout the market, providing illustrations across product providers and platforms. Imago Tools uses the same product and charge configurations as......
relevant regions
Melbourne, VIC, Australia
Impact
Improve member engagement Deliver a compelling online experience to your members from onboarding to retention. Developer-centric With a modern API, you can rely on our infrastructure and rapidly build on our platform to deliver a best-in-class member experience. Streamline fund administration Connect Impact to your fund administration and registry system, synchronising key membership data to......
relevant regions
Fremont, CA, United States
Impact Cloud
It all starts with data Forget exporting and importing spreadsheets manually. Use our inbuilt data connectors that seamlessly pull data on a continuous basis from 200+ data sources. Online or offline, in databases or surveys, you are covered and align with Impact Management Project 5 dimensions of Impact for better communication. Introducing......
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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
London, United Kingdom
Index Design
Backtest Duration Reconstitution Frequency Rebalancing Frequency Tax Treatment Weighting Scheme Universe Selection Calculation Frequency Leverage Corporate Action Management more... ...
relevant regions
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. ...
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
Milpitas, CA, United States
INNOVATE
Transform Your Software Development Software development is a slow and complicated process. With dependencies on several teams and common resources, it takes months for even the most advanced software companies to launch new products. With JIFFY.ai Innovate, we’ve redefined software development and empowered everyone with ideas to develop, deploy, test and launch software. Talk......
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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....
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......
Sydney, NSW, Australia
Insight
Get the competitive edge Experience the benefit of Insight, with Umalut’s visual business intelligence (BI) dashboards. Visually presenting real-time data from every area of your business, a BI dashboard enables you to make reliable and informed business decisions that blow away your competition. Why Your Business Needs Insight Get the full picture How can......
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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......
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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......
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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......
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Mountain View, CA, United States
Integration Center & APIs
Access integrations: The Integration Center centralizes information and collateral on supported Addepar integrations, portfolio and market data providers, providing a seamless one-stop-shop for customizing your tech stack. Developer portal: Leverage our suite of APIs and resources to develop new solutions and seamlessly integrate Addepar with your existing systems and workflows. ...
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.......
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Kingston upon Thames, United Kingdom
Interact
Interact is a modern, flexible platform for delivering these services across digital channels. Here’s how our Interact platform can help you deliver great digital solutions to your customers. At the heart of our solutions is Interact, a flexible and scalable digital engagement platform. The platform is designed to deliver superb customer......
relevant regions
Zurich, Switzerland
Interactive Advisor
Most advisors in banks are overwhelmed and struggling to find relevant content and ideas for their clients. And as there is an increase in technology, mainly from the regulatory angle at the expense of the client communication, low touch experience occurs. What if you had personalized and targeted content recommendations that......
relevant regions
Hong Kong, China
Interactive Chart
Works Anywhere Our flagship charting module is HTML based and works in any browser whether PC or Mobile. No plugins are required. Advanced Charting Tools With over 60 technical indicators, multiple chart types, advanced drawing tools and annotations, you can easily create even the most esoteric of chart layouts. Performance Comparison Search and add instruments......
relevant regions
Hong Kong, China
Interactive Heatmap
Market Performance At-A-Glance Get the big picture view of market performance visually in real-time or delayed. Quickly spot the outliers based on color or size of the tiles. Asset Classes Heatmaps can support different asset classes from stocks to sectors. Drill down into sector tiles to view sector constituents making it easier to......
relevant regions
Long Crendon, United Kingdom
Invessed Client Portals
Meet client demand for secure portfolio access Personalise your customer experience Empower your advisors and clients Foster loyalty, with always-on access that keeps clients engaged with your brand Encourage referrals through the Client Portal, the tangible part of your value proposition Use the Invessed wealth platform to deliver secure Client Portals, lead-generation websites and apps. Invessed......
relevant regions
Long Crendon, United Kingdom
Invessed Experience
Use Invessed to build secure portals and lead-generation websites. Experiences are designed to specification, for browser or mobile app platforms. Wide range of out-of-the-box features, including portfolio reporting, fund tools, document libraries, message centre and investment commentary. Safeguard client data with two-factor authentication, web application firewall and the security provisions afforded by......
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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 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
London, United Kingdom
London, United Kingdom
Lake St Louis, MO, United States
Investing You
We are a group of professionals from the financial and positive psychology field who have developed a program to help financial advisors create a better model for connecting the “why” behind the money their clients invest. We help advisors make a positive impact on their clients lives, which in turn, helps......
Sydney, NSW, Australia
Investment
Deliver investment advice to your entire customer base. Your data + journey = ability to easily engage those looking to invest. Enable your customers to access investment advice when they want, where they want and with the option to engage a face-to-face adviser. Increase profitability for your wealth management channel by lowering......
relevant regions
New York, NY, United States
Investment Platform
Marketplace Seamless, real-time access to structured investments, annuities, and defined outcome ETFs. Simplified, centralized marketplace Intuitive navigation and smart filtering options Interactive investment details pages explain how products work Streamlined order entry for SI and position monitoring for annuities and ETFs Lifecycle Performance management, simplified and optimized. An advisor’s book of SI business, centralized in one place In-depth analytics......
relevant regions
Boston, MA, United States
Investment Strategy Engine
Modular approach helps align capabilities with specific needs Help your clients get more out of their investment dollars by reducing controllable portfolio frictions that can erode outcomes over time. Our modular platform allows you to look at the potential impact of reducing fees, taxes, and risk separately or together depending on......
relevant regions
Toronto, ON, Canada
InvestorCOM RolloverAnalyzer
InvestorCOM RolloverAnalyzer is a drop-in, cloud-based application for financial professionals to make best interest rollover recommendations and consistently document and disclose their analyses to clients....
relevant regions
New York, NY, United States
Investor Platform
Structure your data with Digital DDQs, RFPs, RFIs, Surveys Leverage digital questionnaires including your custom or AIMA, ILPA, INREV, PRI and AITEC standards to create a structured data source from your existing investment manager partners and prospects. Centralize your manager research and due diligence Transform information traditionally stored in shared drives and emails, into actionable......
relevant regions
Munich, Germany
Investor Portal
Devexperts Investor Portal is a software application for investors to see their assets and manage their portfolios, and for advisers to provide investors with investment strategy options and financial reports. The solution can be easily to integrated into a client’s existing infrastructure, connected to various venues, upload an overview of previous......
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Singapore, Singapore
Investor Portal
Modern Dashboard Publish key metrics and let investors visualize progress on interactive dashboards. Custom Branding Promote your brand by adding your Fund's logo on Investor Portal. Digital Signature Authorize capital notices using digital signatures with the help of DocuSign. Boost Transparency Publish key policies and let investors view their management fees, performance fees and equalization. Secure Datarooms Seamlessly share......
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Windsor, CT, United States
Investrack
With the digitalization of banking and wealth management, people expect more visibility and control over their assets. Our portal solution gives advisors more time to focus on their clients and growing their wealth. In turn, clients benefit from powerful self-service tools, putting portfolio and performance data, insights and even trading......
relevant regions
Leuvain, Belgium
InvestSuite Robo Advisor
Robo Advisor is a front-to-middleware white-label solution for financial institutions to offer clients an easy, safe and affordable way to invest their savings. Financial institutions can digitise their wealth management with InvestSuite’s Robo Advisor, an omni-channel experience, featuring: Hyper-personalised portfolios at scale (if required, model portfolios can also be used) Human-centric user......
relevant regions
Leuvain, Belgium
InvestSuite Self Investor
InvestSuite Self Investor is a powerful B2B execution-only platform: One of the only B2B self-execution platforms available catered to a broad audience, configurable and customisable Avoids complexity, providing guidance and protection through unique user journeys Offers data and insightful and actionable information Inspiration from AI-based ideas or hand-picked from your research teams Nudging and a......
relevant regions
Leuvain, Belgium
InvestSuite StoryTeller
Based on our research, most retail investors are not satisfied with the periodic account statements they receive. Their reports usually contain unintuitive tables with numbers or high-level macro-economic explanations without any clear link to the actual investments of the client. Also, personal investment advisors and relationship managers find it difficult to pinpoint......
relevant regions
San Francisco, CA, United States
Invoicing
Get paid faster Stripe’s online invoices provide an optimised experience across mobile, tablet, and desktop. Most Stripe invoices are paid within three days. Easy to get started Create, customize, and send a Stripe-hosted invoice in minutes – all from the Dashboard with no code required. Configurable for any use case Collect one-time or recurring payments......
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Melbourne, VIC, Australia
IOOF Online
You'll enjoy a host of features including enhanced interface, superior search facility, trading and investment functionality, online forms and upgraded security features. Key features User friendly interface and easy access to member information developed from extensive user testing. Seamlessly access your clients’ accounts and information. Security features that allow you to grant and manage......
Nassau, Bahamas
IPBS/E-Banking
The IPBS/E-Banking software product facilitates the continuous online requirements needed for high net worth clients. Investment and financial advisors also gain a more robust online view of an entity’s cash and investment asset positions. This flexible offering is ideal for managing affluent individuals from a cash and portfolio view....
Jersey City, NJ , United States
iRebal®
The power of intelligent rebalancing iRebal, the Intelligent Rebalancer, is a rule-based rebalancing application that considers your clients’ tax consequences when showing possible trades that fit your criteria. iRebal is available as a fee-for-service solution to support multiple custodians, or as a web-based version available at no additional cost through Veo® for......
Tel-Aviv, Israel
Issuance Solutions for Banks
That’s where Futora comes in Futora enables any financial institution to structure, issue, process, and distribute its own structured products. Futora’s solution covers every aspect of the investment product lifecycle, including access to liquidity partners, a regulatory framework, and back and middle office functions, all from an easy-to-use interface. Increase market share......
relevant regions
New York, NY, United States
itBit
Advanced supervision itBit Digital Asset Exchange is a safe, secure and fair trading venue with oversight from the New York Department of Financial Services ("DFS"), best in class blockchain monitoring software and systems designed to prevent market manipulation. Deep liquidity Access itBit’s global network of clients across more than 100 countries for some......
relevant regions
London, United Kingdom
ITRS Load Testing
Using ITRS Load Testing in your business Global reach Control the ramp and bandwidth of thousands or millions of global virtual users and simulate real-world dynamics. APM integrations Integrate with AppDynamics, New Relic, and Dynatrace to drill down, pinpoint critical issues, and identify root-cause. End-user insights Measure the quality of user experience by viewing a stream......
relevant regions
Fort Wayne, IN, United States
JourneyGuide
It’s time to think differently about retirement income. By 2030, 1 in 5 people will be retired. This means your parents, neighbors or friends could soon begin their retirement journey, if they haven’t already. They’ve made it to retirement—but are they prepared to make it through retirement? In today’s market, families are......
Larkspur, CA, United States
Jumpstart
Increase revenue by 8% Harvest’s Jumpstart digital account opening solution helps you add new clients faster and at a lower cost. Accelerate your time to revenue Jumpstart turns a process typically measured in weeks into one measured in hours. Streamlined technology automates your forms and processes, improving account success rates and compliance. Increase advisor productivity......
relevant regions
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......
Zug, Switzerland
KYC Toolbox
The KYC Spider Toolbox is an intelligent compliance tech platform for simple and secure personal and corporate checks as well as for risk assessment and risk categorisation of your existing business partners. The Toolbox gives you access to all the functions you need for your end-to-end compliance process. As comprehensive as......
relevant regions
Hong Kong, China
KYC Workspace
KYC Workspace digitises, centralises and streamlines all the steps in the AML and KYC process, moving compliance to the Cloud once and for all. Compliance platform Transform your compliance department into a digital-first function, able to scale at the pace of your business and expand globally. Team members get access to one digital workspace......
relevant regions
Exton, PA, United States
Laser App
Laser App provides broker-dealers and RIAs with a simple approach to processing new business and service orders by automatically filling client information from leading client management and proprietary systems. Laser App can use the client information to populate order entry solutions or automatically retrieve and fill the latest version of......
relevant regions
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......
Mountain View, CA, United States
LifeSite Pro
Tools for a modern advisory With so many do-it-yourself solutions available, it’s time to engage your clients using technology tools they’re familiar with that also provide you with a holistic picture of the entire family. Secure file vault Clients benefit from a file system that’s fully integrated with LifeSite’s collaborative platform, allowing advisor......
relevant regions
Uniondale, NY, United States
Liquidity Calendar
This unique application tracks lock-ups, gates, automatically calculates redemption schedules and how much can be redeemed along with the myriad of terms for each investment. It prevents the manual and error-prone assembly of terms and dates in spreadsheets....
New York, NY, United States
Logicly
Investment and portfolio analytics built by ETF experts. The ETFLogic team is made up of former market makers, traders, quants, and have years of experience within the ETF and investment industry. All of this knowledge has helped the team focus on solving problems when it comes to the complex processes of investment research......
Singapore, Singapore
LU Global (For Partners)
Our technology A competitive edge for business sustainability. Change the way your customers invests. A fully-functional wealth management app on cloud with an end-to-end digital experience for your customers. From customer on-boarding with KYC, support, communications, marketing, robo-advisory to data and cyber security. We provide a holistic solution to the challenge of wealth......
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
Sydney, NSW, Australia
Lumiant
Your Life Don’t let your first engagement be about money, compliance or product. Let it be about a client’s life! Today’s antiquated fact-finding processes focus on financial outcomes, determining a client’s income, debt, risk, investments, retirement and estate planning. This can be off-putting, boring and is a far cry away from delivering......
relevant regions
London, United Kingdom
Lyfeguard
Store and access your personal information in one place Manage your information whenever and wherever you want. Whether at home, on the go or in an important meeting you can access your data whenever you need it. You can even edit existing data and upload new information on the go. Uploading......
relevant regions
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
Chicago, IL, United States
Manager Portal
Leverage an enhanced manager portal to access key metrics that can drive better decisions on distribution and sales. Serving as a “virtual account manager,” you can gain deeper insight about your book of business, run day-to-day operations more efficiently, and most importantly, raise assets more quickly....
relevant regions
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......
Chicago, IL, United States
Marketing Content Automation
Go to market faster with current and compliant marketing content Investment management is more competitive now than ever. Synthesis Technology helps firms get client-facing communications in front of investors faster than the competition. Produce fact sheets, pitchbooks, commentaries, and web content in half the time without adding more staff and internal......
relevant regions
Hong Kong, China
Market News
Multi-media News Picture and video news covering major world and market events can help increase engagement with your users....
relevant regions
Mountain View, CA, United States
Marketplace
A wide range of financial products: Explore opportunities across hedge funds and private equity, cash management and secondary trading in private securities and LP interests. Digital transaction lifecycle: View relevant information on products and providers, utilize tools such as common investor profiles, review digital subscription documents, order tracking across all stages......
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.......
Amsterdam, Netherlands
Matrix Wealth Management
Matrix is a digital banking platform for transforming existing banks and building new banks for the future. The wealth management space is one of the most complex and competitive areas in financial services. The need to provide clients with tax advice, investment advice, wealth protection and succession planning advice, all within......
relevant regions
London, United Kingdom
MDM
Becrypt’s secure MDM is a simple to use and robust platform, deployed by organisations of all sizes – from small businesses to governments – to reduce the risks and complexities of mobile platforms. The solution is tailored to efficiently support organisations managing Choose Your Own Device (CYOD) environments and reduces......
Pleasanton, CA, United States
Medallia Experience Cloud
Capture, analyze, and act on customer signals–from conversations in the branch and call center to interactions across the web and mobile apps–and transform experiences across the omni-channel financial journey. Deepen relationships, motivate employees, and drive business growth and innovation. Deliver great experiences throughout the customer journey Arm reps with predictive insights so......
relevant regions
London, United Kingdom
messagematrix Platform
Client Messaging Integrations Staff use of personal messaging applications for business purposes is both a security and compliancy risk for firms. Our messaging platform integrates into WhatsApp and SMS, allowing staff to message their clients using these consumer applications, whilst remaining fully compliant and highly secure. Biometric Approval With the ever growing number of......
relevant regions
New York, NY, United States
MetaMask
Buy, store, send and swap tokens Available as a browser extension and as a mobile app, MetaMask equips you with a key vault, secure login, token wallet, and token exchange—everything you need to manage your digital assets. Explore blockchain apps MetaMask provides the simplest yet most secure way to connect to blockchain-based applications.......
relevant regions
Singapore, Singapore
MFund Plus Suite
MFund Plus Suite, 3i Infotech’s investment management solution is a comprehensive, multi- currency enabled web based application designed to provide a powerful automation tool to various financial institutions undertaking fund management activities....
relevant regions
London, United Kingdom
(M)Give
First global impact platform In response to the global commitment towards sustainability and impact, Maanch is the worlds' first platform to provide a secure, data driven, scaleable solution for engaging wealth owners, intermediaries and beneficiaries on impact and accelerate achievement of UN Sustainable Development Goals (UN SDGs). Projects worldwide Partnering with credible registered......
relevant regions
Redmond, WA, United States
Microsoft AppSource
Get the right app, right now Find top business solutions for your industry from Microsoft and select partners—including exclusive apps. Build on what you have Add new capabilities to your existing business applications. From Dynamics to Power BI, you’ll find solutions to enhance what you already use. Start with confidence Try any app for free......
Seattle, WA, United States
MindMeister
Meister develops smart and intuitive web apps that help teams of all sizes and industries turn ideas into reality. Our flagship products MindMeister and MeisterTask support a complete creative workflow – from collaborative brainstorming to agile task management. Founded by Michael Hollauf and Till Vollmer in 2006, Meister has an international......
London, United Kingdom
Mintus
Find out how you can get access to an art market that’s performed almost three times better than the S&P 500 since 1986* with Mintus. *Source: The Live Art Index. How it works Source Artworks are sourced from institutions, galleries, artists or individuals. Prior to platform listing, the artwork’s authenticity and market value is determined by......
relevant regions
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
Richmond, United Kingdom
Mobile Application Development
Already created over 40 apps Average rating in mobile stores: 4.75 Eight years of mobile app development ...
relevant regions
Waunakee, WI, United States
Mobile Assistant
Mobile dictation service by Mobile Assistant Mobile Assistant is the efficient, accurate way to document critical client meeting information using our human quality mobile dictation service. Mobile Assistant is efficient, secure and extremely accurate. Mobile Assistant is a 100% US-based dictation solution with professional, human transcriptionists. How does it work? Meet with your client......
relevant regions
Zurich, Switzerland
Mobile Banking
With Netcetera’s mobile banking, bank customers can access their assets, make payments, place stock exchange orders or contact the bank using the integrated mailbox at any time. Users can easily retrieve the location of the next ATM or branch and the correct emergency numbers for blocking cards in the public......
relevant regions
Lehi, UT, United States
San Diego, CA, United States
Mobile Deposit®
Our patented, award-winning technology has been licensed by more than 6,100 financial institutions and is loved by more than 80 million consumers. Mitek has enabled more than 2 billion mobile deposits totalling US$1.5 trillion in cumulative check value. Saving banks US$5 billion Saving consumers 830 million hours Keeping 11 million tons of CO2 out of the......
relevant regions
San Diego, CA, United States
Mobile Docs™
Mobile Docs' advanced mobile scanning enables consumers to submit scanner-quality trailing documents using their mobile device camera. Insert Mobile Docs into your mobile on-boarding process to make document submission fast and easy. Mobile document scanning - the benefits Create a positive user experience for your customers while streamlining the account opening and......
relevant regions
San Diego, CA, United States
Mobile Fill®
Trusted to increase application completes Mobile Fill® is solving mobile application form abandonment for banks, credit unions, lenders insurance companies, healthcare service providers and others with the industry’s most powerful mobile data pre-fill. A great user experience begins with Mitek MiSnap™, mobile data capture. Then Mitek uses its patented machine learning science to deliver......
relevant regions
Boston, MA, United States
Model Design & Delivery
Whether you’re starting with your own models, a third-party model, designing them from scratch or selecting from the “best practice suite”, 55ip will work with you consultatively to create your own menu of investment strategies to utilize across your practice. You can further customize at the client-level to deliver the......
relevant regions
Pyrmont, NSW, Australia
Model Portfolio Management Application
Using this application, you can easily design, build and manage your own tailored portfolios, utilising institutional grade forecasts and optimisation algorithms that adapt based on market conditions. Let our analytics work for you, make more informed decisions and gain deeper and broader insights into your portfolios. Show your more sophisticated clients......
Windsor, CT, United States
Modestspark
According to InvestmentNews, 78% of advisors have client portals for account access. However, there is a clear difference between standard information access and a personalized client experience. An innovative client portal can serve as an important point of differentiation for advisors who want to promote the more personal aspect of their......
relevant regions
Bedford, United Kingdom
Money Alive Platform for Advisers
Interactive video learning experiences for clients Covers topics identified as higher risk by the regulator and PI insurers Produces reports evidencing clients' engagement and understanding Better informed clients Our interactive and impartial video experiences break down topics so your clients can learn at a pace to suit them and underscore your client centric approach and brand......
relevant regions
Bristol, United Kingdom
Moneyhub Enterprise
Put your clients at the centre of their financial world Give them unrivalled clarity over their finances, and help them to plan their long term financial journey. Become closer to their financial world With Moneyhub, you and your clients will gain a rich understanding of their long term finances. It's easy for you......
relevant regions
Henley-in-Arden, United Kingdom
moneyinfo wealth
Imagine being able to give your clients the ability to access all of their financial data, on the move, 24/7... The freedom this would give them, and how this could revolutionise your relationship with them. Not only will they be able to access their investments and pension and general savings portfolios,......
relevant regions
Mumbai, India
MoneyWare Mobile App for Clients and Wealth Advisors
MoneyWare Mobile App is a comprehensive solution that helps advisors and investment managers to enhance their client experience and retention. The App provides the end-users with greater transparency through real-time access to tailored views of information helping the clients to engage in an ongoing interactive communication. The solution has the potential......
Berlin, Germany
Moonfare
Leverage the Moonfare Platform to bring private markets to your clients portfolios 1. Top-tier funds Highly curated PE funds across diverse strategies and regions. 2. Unique selection Often oversubscribed funds or those not available to individuals. 3. Fully digital process Paperless onboarding, signing, reporting and capital calls; available as “white label” platform 4. Open architecture platform Combine your......
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Chicago, IL, United States
Morningstar® Enterprise Components
Build a lasting business for tomorrow What does it mean to transform? It could be scaling your digital presence globally, or something as core as delivering a better experience for investors. No matter the goal, we know this for sure: Rapid technology innovation calls for thinking bigger than we do today. Tools......
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Melbourne, VIC, Australia
Mortgage Sales and Originations
Recognised as the most advanced end-to-end software of its kind, our mortgage sales and originations software is helping lenders of all sizes transform the way they do business. Remove the constraints of legacy systems, innovate and grow with software that helps your business create a better mortgage experience for everyone. MSO provides......
relevant regions
Zurich, Switzerland
Move Digital Platform
Move Nexus Collect, connect and analyze internal and external content from news, research and expert views Move Solutions Offer bespoke solutions to your clients, including financing, hedging services and risk exposure adjustments Move Indices Create custom indices to monitor themes over time, analyze investment ideas and implement proven strategies Move Risk Manager Design and process specific macro risk......
relevant regions
Bangalore, India
Mphasis Advisor Productivity
Mphasis is a trusted partner for wealth and brokerage businesses. Our tools increase productivity across the front, middle, and back office. We consistently help financial advisors do more and achieve better results. Applications we built and managed: Account management & trading platform Automates and streamlines labor-intensive tasks Offers a mobile site for iPads Automated rebalancing......
relevant regions
Bangalore, India
Mphasis Back Office Services
Delivering the next The collaboration between Mphasis and Thomson Reuters is a transformational opportunity for the wealth management industry. Mphasis will now offer its back-office operations solutions to wealth management firms that use the Thomson Reuters BETA platform. These include services ranging from customer acquisition, account management through trade execution, portfolio......
relevant regions
Bangalore, India
Mphasis Service and Trading Operations
With the rise of the millennials in the workforce, wealth is shifting to a younger, more digitally savvy clientele. The drivers transforming wealth management and brokerage include changing client demographics, increased competition especially from Fintech firms, a more stringent regulatory environment, and a potential economic slowdown. Every financial activity is......
relevant regions
Baltimore, MD, United States
MTM360
What matters most to your clients? Many families seek to perpetuate core values, family legacy and stewardship. Yet, most advisors ignore this “More Than Money℠” opportunity. The great wealth transfer opportunity awaits you Decades of experience, research and data clearly demonstrate that many 5M+ families seek to define, protect, communicate and perpetuate core......
relevant regions
San Francisco, CA, United States
MuleSoft Composer
Launch digital projects faster Use a simple integration and automation tool to connect systems easily with clicks. Boost IT and business collaboration Enable business teams to create integrations using IT-approved connectors and templates. Manage and secure data access Give business teams the ability to build confidently using a tool that IT trusts. For business teams Integrate apps......
relevant regions
San Diego, CA, United States
Multi Check Capture™
MiSnap Multi-Check Capture™ is an SDK of app functionality, ready to drop in to your mobile banking app, that facilitates lightning-fast capture of multiple checks in one deposit session. Built on our proven MiSnap™ document capture technology, it is ready to interface with any item processing back end, and leverages your existing......
relevant regions
Zug, Switzerland
Multi Family Offices
Increasing volatile financial markets combined with increasing client expectations are challenges all Multi Family Offices face. The traditional model of regular reviews with clients about wealth and strategy is becoming outdated as new generations demand a more modern approach, more transparency and access to information anytime and from everywhere. There are plenty......
Powhatan, VA, United States
MyBlocks℠
Pioneering Financial Planning Digital Experiences for Clients Become the go-to provider for clients to discover realtime answers and visualize their financial future. Planning Blocks For All Life Stages Clients are in control. They can engage in planning topics of their choice, at their own pace. Breaking Down Planning Barriers for Clients Deepen client engagement by......
relevant regions
London, United Kingdom
My Compliance Centre
Modernise your compliance management with a single, shared and integrated cloud-based solution. Specifically designed for firms that offer regulated financial services and in sectors that include Asset Management, Banking, Capital Markets, Consumer Credit, Corporate Finance, Fintech, Insurance, Investment Management, Payment Services, Private Equity, Venture Capital and Wealth Management. Stronger governance Complete transparency......
relevant regions
London, United Kingdom
MyCredo
MyCredo - a multi-asset class, multi-currency web based platform, providing financial intermediaries with access to: Customisable views: tailoring of screens allows grouping of accounts and information displays; Risk profile tools: leverage Credo's proprietary solution; Research: includes Morningstar Analyst Research Centre; Consolidated view: view of all your Investors' accounts in a single screen; On-line trading: leveraging Credo's Trading Services; Reporting: includes a suite of......
London, United Kingdom
MyCredo Client
MyCredo Client - provides your Investors with a 'white-labelled' secure online platform: Multi-browser solution; Real-time consolidated account information; Reporting includes a suite of performance reports and tax reporting; Enables your Investors to place trades online or limit access to information only; Research includes access to Morningstar Analyst Research Centre; and Subscription service allows scheduling of regular report......
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......
Hawthorn, VIC, Australia
myprosperity for Advisers
Fact finds just got a whole lot easier Don’t waste time chasing incomplete information from clients. Automate the fact find process with the Form Fill wizard. Digitise your firm’s fact find and turn it into a wizard for clients to complete via the wealth portal Your clients will be prompted to update any......
relevant regions
Rotterdam, Netherlands
MyRapper
Transparancy and instant availibilty of portfolio information is becoming increasingly important. Rapper has developed a web application which ensures that the client has the same information as the asset manager. The client has an insight in the portfolios through the MyRapper application. This application is accessible via internet and on any device. The......
Lake Success, NY, United States
My Wealth Advisor mobile app
Create seamless client communication. Videos, newsletters, blog posts and personalized communication — the My Wealth Advisor mobile app instantly improves the client experience....
New York, NY, United States
Nasdaq Data Link
Nasdaq Data Link is a powerful, centralized, cloud-based technology platform providing access to more than 250 trusted data sets, available via API. Search, discover and build. Competitive advantages Curated, actionable intelligence We research, select, prepare and deliver unique, high-quality data. Fewer than 1 in 100 datasets we analyze become products, resulting in a curated, best-in-class......
relevant regions
Mountain View, CA, United States
Navigator
Portfolio Cash Flow: Customize market scenarios and compare their impact to “base case” model forecast to enable analyses of projected cash flows and cash balances to determine how much “dry powder” is available for investment opportunities. Model & Assess New Market Opportunities: Assess the impact of potential investments and seamlessly modify......
Milwaukee, WI, United States
NaviPlan®
Comprehensive financial planning software From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. ...
relevant regions
Milwaukee, WI, United States
NaviPlan APIs
Our API technology With ongoing access to the NaviPlan APIs through our developer portal, your team will have access to continually updated and maintained calculations. This allows your tools to become scalable with less complexities. Evolving your digital strategy is now easier than ever with the ability to develop unique web......
relevant regions
Milwaukee, WI, United States
NaviPlan® client portal
Collaborative fact finder Empower your clients to enter their information digitally with the eFact Finder to accelerate the onboarding experience....
relevant regions
Chantilly, VA, United States
NetAccess
The challenge Operating on the Internet creates a cyber threat to those who conduct discrete market research, business intelligence collection, or establish private or privileged communications channels. The simplest online activity leaves a “footprint”. Anyone using the Internet “unprotected” exposes their IP address and network identity. This makes high-interest users such as......
London, United Kingdom
NetSure360° Orama
In March 2015, we launched NetSure360° Orama, our new mobile app providing CIOs and CISOs with a precious window of time in which to prioritise, communicate and manage potentially serious security incidents. Orama is included free to all NetSure360° customers providing real-time visibility of critical network incidents and security threats......
Acton, MA, United States
Network Archiver
Capture and archive Mobile SMS/MMS/calls Messages/calls are captured by the mobile operator at the network level, a copy is sent to the TeleMessage archive server Used for enterprise owned phones, not for BYOD devices Works for Smartphones and legacy phones No App necessary ...
relevant regions
New York, NY, United States
Network Navigator
Whether you're a manager looking to recruit and retain high quality talent, an advisor or agent looking to leverage your network to grow your client base, or an enterprise looking to create a best-in-class digital workflow for your field workforce, AdvisorConnect's Network Navigator technology is a game changer for the financial services industry. Discover......
relevant regions
Jersey City, NJ, United States
NetX360 Mobile
In today's fast-paced marketplace, advisors need to stay connected even when they're away from the office. NetX360® Mobile extends your NetX360 desktop experience to your mobile device. This intuitive app lets you conduct critical business operations on the go*. Designed for efficiency, it provides access to real-time data through workflows tailored for the mobile......
Jersey City, NJ, United States
NetXInvestor®
Investor expectations are changing. Today clients want instant access to information, plus sophisticated tools to manage their finances. Pershing's NetXInvestor® lets you provide clients a window into their financial world—and keep them connected with you online. It combines an elegant and intuitive investment solution with exceptional flexibility to configure our platform to your......
Jersey City, NJ, United States
NetXInvestor® Mobile
Empower your investors to conduct business and view their accounts anywhere, anytime from a tablet or smartphone with our NetXInvestor Mobile app....
Jersey City, NJ, United States
NetXServices
According to a recent study, moving to a fully-integrated technology environment could free up more than a month of time for each of your team members every year. That means you could spend fewer resources on operations—and free your staff to focus on acquisition and prospecting instead.* Our flexible architecture enables......
Centennial, CO, United States
NexCommunication
The NexCommunication module allows you to communicate with your representatives through an easy to use web-based portal. The NexComunication module provides: Web based portal linking your advisors and the home office. Drives all representatives communication. i.e. news, compliance must-reads, operation, and more. Secured communication portal ...
Herning, Denmark
Next Bank Statements
Capture any banking transaction. Now and in the future Banking documents come in numerous formats from multiple channels. Next Bank Statements captures all of them; physical statements on paper, PDFs, and transaction data such as SWIFT. Extract quality data out of bank documents from everywhere Right out of the box, Next takes in statements from......
relevant regions
Herning, Denmark
Next Contracts
Handle contracts and agreements of any kind Right out of the box, Next takes care of agreements from anywhere like sales, property management, administration, management, human resources, and IT. A simple contract for a cell phone, a car lease agreement, or a complex delivery contract. They all fit into Next. Finally everyone is......
relevant regions
Herning, Denmark
Next Emails
Every vital business email is secured and available to anyone. Anywhere. Anytime Once a business email is liberated from the personal inbox and secured in Next, it becomes part of the company's collective intelligence. Available to colleagues in the office, on the next floor, down the road, or around the......
relevant regions
Herning, Denmark
Next Enterprise Archive
Think big. Start small. Move fast. Next Enterprise Archive helps you capture, keep, share, and discard your business documents efficiently. A complete platform for business document and process management, where you cherry-pick the features and functions as you need them. Lets you start small and move fast. Capture all your documents efficiently Next Enterprise Archive captures everything. Order......
relevant regions
Herning, Denmark
Next Go
Swipe right — to approve It takes less than a second to approve an invoice, as long as you recognize it from the data presented to you. Put your thumb to the screen and swipe right. Immediately, the invoice is approved and ready for the next step in your process. Swipe left —......
relevant regions
Herning, Denmark
Next Invoices
Approve invoices easily. Anywhere. Anytime Next is easy on the eyes. And easy to use. A modern and easy-to-use interface lets everybody approve their invoices from anywhere. Keeping them within their delegated authority. You will love getting things done whether you are in the office, on the next floor, down the road, at......
relevant regions
Herning, Denmark
Next Processes
Everything you need to get the job done Next Processes' user interface is dynamically tailored to the individual task. All the documents, data, and features you need. None you don't. Next runs in a browser, and allows work to be done by anyone from anywhere and anytime. Not limited by access to paper......
relevant regions
Nassington, United Kingdom
Ningi
Websites Run and manage your website in one place. Have leads, contact requests and analytics all flow right into your back office. Run multiple websites/brands, test and launch trading styles quickly. Engagement; tools, calculators and seminars Launch one of the many Ningi tools and calculators. Run live seminars, with Q&A, voting and polling. Deliver on-demand content, previous......
relevant regions
Sydney, NSW, Australia
Nod
Create rules that automate document creation. Nod is proven to reduce document creation times by up to 80%. Our document creation platform automates document editing to reduce manual business tasks. If you want to empower the people in your business to serve more clients, reducing your document creation times is a great......
relevant regions
Leamington Spa, United Kingdom
now:share
now:share lets up to 5 invited people share a web session on any modern web-enabled device. Web-chat and drag-and-drop document sharing come as standard, but the full power of now:share comes into play when you enable co-browsing. Co-browsing lets each of the people that you've invited, wherever they are in the world, see and......
relevant regions
London, United Kingdom
Nucoro Insurance Solution
Deliver a superior advisor-led client experience and supercharge your advisors’ capabilities, freeing up their time to build deeper relationships and drive new business development. Build trust, increase conversion and provide deeper knowledge to your clients with AI-powered portfolio insights at your advisors’ fingertips. Deliver a slicker service to your clients and give......
relevant regions
London, United Kingdom
Nucoro Platform: Automated Investing
The evolution of robo-advisory services has led to wealth management and investment offerings that eliminate the element of human biases. Self-learning algorithms and AI technology generate personalised portfolios at a low cost. Open up the world of digital savings and investment for your customers. Engage existing and new customer segments with......
relevant regions
London, United Kingdom
Nucoro Platform: Self-Directed Investing
Our holistic wealth management platform gives your customers easy access to the stock market, empowering them to invest in the brands they love instantly, from their mobile device or desktop. Enabling fully automated next-generation financial products for your clients, your new digital service offers a streamlined, seamless journey for every......
relevant regions
London, United Kingdom
Nucoro Retail Banking Solution
Open up the world of digital savings and investment for your customers. Engage existing and new customer segments with a fully automated digital investment solution. Reduce drop off and increase conversion with easy digital onboarding enriched by client data to make the journey shorter. Make savings and investment simpler for the customer......
relevant regions
London, United Kingdom
Octo Members
Octo Members is the very first app-based private community for UK financial services professionals, where advisers, fund managers, wealth managers and professional consultants can come together to share knowledge and best practices. Bringing together many of world’s brightest thought leaders Become an Octo Member. Together we’re creating the largest, most comprehensive community-generated collection......
relevant regions
Montbonnot-Saint-Martin, France
OdonaPlace
OdonaPlace, A digital experience for your clients Personalize your applications We integrate your brand identity, your logo and your graphic charter. We do it all. Intergrate and share Integrate your applications on your web pages (website, landing page, campaigns…) Communicate Easily give your clients personalized access links to your applications by email, SMS, …...
relevant regions
San Francisco, CA, United States
OKCoin Platform
Put your money to work From Stacks to Polkadot, get even more from the assets you hold with our staking and DeFi offers. Take the market to go Our mobile app makes it easy to buy crypto and see what’s happening with your portfolio while you’re out and about. HODL with confidence We keep your......
Meyrin, Switzerland
OLYMPIC Banking System - Digital Banking
OLYMPIC Banking System’s Digital Banking portal can be used to manage financial operations on the move, helping your customers make well-informed decisions. It is aimed at the bank’s customers as well as external users such as EAMs (external asset managers), and was built with remote access in mind. The portal......
relevant regions
London, United Kingdom
Onboard
With Onboard you can turn one of the most painful parts of the advice process into a seamless, collaborative experience. It's recurring payments, fact-finding, risk tolerance, client agreements and online account opening all in a single tool. Invite clients Add your client's email and agreed services. Your client will get a link......
relevant regions
Hong Kong, China
On-Demand Business KYC Reports
Via one highly intuitive user interface or a single API, you can access, review and download company data and official incorporation documents from 500+ local company registries worldwide with the click of a button. However, we don’t stop there. Know Your Customer’s proprietary technology extracts shareholder information from filing documents automatically,......
relevant regions
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....
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......
San Diego, CA, United States
Onramp Invest
Education and Integration Onramp provides the tools necessary for financial advisors to learn about, model, invest and manage their clients’ cryptoassets all from the comfort of their workflow. Access to Qualified Custodians Onramp allows financial advisors access to world class cryptoasset custodians offering trading, rebalancing, reporting, and billing without leaving their existing workflow. Ability......
relevant regions
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
San Francisco, CA, United States
OpenInvest Platforms
ESG = Engagement + Personalization Dynamic custom indexing Custom SMAs have long existed as a manual process at the high-end of the market. OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and......
relevant regions
New York, NY, United States
Opto Investments
Your private investment team What we believe We exist to simplify advisors' lives and help improve their clients’ ability to reach their goals. 01 - The private investment process is broken. 02 - All investors deserve access to high quality private investments. 03 - Most investors are overexposed to public markets. 04 - Aligned incentives are......
relevant regions
Zurich, Switzerland
Orca Classic
Centralise All contacts, assets and documents in a single, secure location. Easily gather, maintain and share data from anywhere in the world. Move your information from multiple locations to your own private cloud & ensure nothing is ever forgotten. Orca is your single source of truth from which to coordinate the perfect......
relevant regions
Zurich, Switzerland
Orca Expert
Orca's Legal Entity Management System offers much An audit-proof basis for understanding complex relationships, creating transparency and ensuring compliance standards. The graphical representation of all direct and indirect shareholding structures and quotas, including master data and documents, at any time. The basis for optimizing legal and tax issues. Automated checks for legal and......
relevant regions
San Mateo, CA, United States
Orchestrade
Solid, market proven, stress-tested, industry grade software with real open architecture that allows you to realize your vision without additional development. We are different from the incumbent legacy technologies that deliver only a restricted offering. We have the market insight and true industry understanding that is lacking in the limited toolkit......
relevant regions
Omaha, NE, United States
Orion Marketor
Combining hyper-personalized content campaigns on top-of-mind planning topics, best-in-class marketing execution technology, and self-guided financial goal work-flows, Market*r will innovate the way you think about business development. ...
relevant regions
Stockholm, Sweden
OutRank Credit and Mortgage Analytics
Kidbrooke's OutRank provides easy-to-use, high-quality analytics guiding your customers through the complexities of taking out mortgages and other loans. Our collection of APIs helps banks, insurers and FinTechs to build reliable digital journeys enabling individual consumers to evaluate credit decisions in a uniquely holistic context. A 360-degree view powered by......
relevant regions
Stockholm, Sweden
OutRank Holistic Financial Planning
Wealth management services have traditionally been reserved for the more fortunate in society relying as they do on highly skilled labour, decades of experience and meticulous adherence to regulatory standards. However, technology now empowers asset managers to rewire their business models in order to provide high-quality, consistent financial advice to......
relevant regions
Stockholm, Sweden
OutRank Short-to-Medium Term Savings
Whether you need to build a fully digital investment advice service, a savings guidance journey, or to support your physical advisors with consistent, compliant and research-based analytics, our APIs provide the means to do so. OutRank enables financial institutions to produce cost-efficient and scalable investment experiences that equip your customers......
relevant regions
Exeter, United Kingdom
P1 Platform
We streamline much of what other investment platforms do, lose the bloated functionality you’ll never use, and charge much less. We created the P1 Platform because we saw how others were doing things and knew there was a better way. We’re not interested in shiny gadgets, widgets and outdated paper processes.......
relevant regions
Vancouver, BC, Canada
PageFreezer
PageFreezer takes compliance and litigation off your plate by automatically archiving your websites, social media and enterprise collaboration in one easy cloud-based dashboard. Archive website data & social media content in real time for regulatory compliance and competitive intel Take the risk out of your website and social media communications with a......
relevant regions
Paris, France
Palico Private Equity Fundraising Marketplace
Discover Browse through fundraisings. Set up your interests and receive opportunities that match your investment strategy. Monitor fundraisings efficiently. Analyze Request access to data rooms directly from the GPs. Evaluate privileged information. A broad range of listings added weekly. Investment vehicles Funds Funds-of-funds Investment strategies Emerging managers Specialist funds Small funds Mainstream funds ...
relevant regions
Paris, France
Palico Secondaries Marketplace
Sell List your secondaries at no cost. Anonymous and non-exclusive. Select your buyers. Buy From early secondaries to tail-ends. All NAV sizes, sectors, and geographies. Create your personalized wish list to receive alerts. ...
relevant regions
Amsterdam, Netherlands
Palmyra
Your Accelerator for Digital Transformation Whether you are insurers, wealth managers, asset servicers, your business roadmap needs to adapt drastically to innovation, and seize the opportunity with the quickest time-to-market. At VERMEG, as we are continuously investing on adaptive solutions and innovations in the Digital ecosystem. Palmyra is set of services based upon: Digital......
relevant regions
Frankfurt, Germany
Paperless Contracts
Scope and services and process chain Integration of contract documents and existing system landscapes Client legitimation via POST-ID portal or other legitimation providers / signature service providers Contract opening and administration including all details. Client login and digital mailbox Core functions Integration of any contracts, e.g. with your suppliers, producers, distributors or end clients Automated e-mail......
relevant regions
Paris, France
Particeep White Label Financial Distribution Platform
A turnkey and customizable platform to distribute your financial products Dematerialization of customer knowledge Collect online all the data and documents of your customers. Connect account aggregators and define your customer’s profile to offer the products and services that best suit them. 100 % online subscription to your offer Your product offering becomes available......
relevant regions
Greenwood Village, CO, United States
PartnerLink®
PartnerLink empowers our partners to have accurate and current information across their business by providing: The same information that plan sponsors see within the Plan Service Center A view into their block of business with Empower A list of all associated plans, as well as combined plan, participant and asset information Cross-plan reporting that allows......
Toronto, ON, Canada
Pascal Financial Platform
With proprietary AI investment algorithms, advanced user design and functionality, and client engagement tools, Pascal changes the game delivering the innovation investment managers need to effectively scale their operations, exceed the expectations of 21st century investors and grow their businesses in a time of digital disruption for the financial services......
relevant regions
New York, NY, United States
Patrina
Patrina delivers exactly the nontrading regulatory compliance tools you need when you need them. Flexible compliance solutions that are easy-to-use and affordably priced. As 17a-4 compliance specialists, we’re committed to making records archiving and supervision easy and affordable. Every Patrina compliance product, every Patrina compliance service is designed to make your......
London, United Kingdom
Pay As You Grow+
You need multiple sandboxes You have an idea of my expected volumes You need dedicated support to build You need a dedicated team to support my build/programme You have custom integration requirements You need post go live support subject to standard SLAs with an option to customise You are happy to use multi-tenant cloud infrastructure or dedicated......
relevant regions
New York, NY, United States
PayItOff
Payitoff is building the next generation of B2B repayment solutions for student debt. We've released the first comprehensive student loan API that helps any fintech company or financial institution build a federal student debt repayment program into their financial services products, saving the average borrower $3,000 per year. Partners using our platform......
San Francisco, CA, United States
Payment Initiation
User experience Your users can initiate payments without leaving your app or website, improving their experience and increasing conversions Verify payment status Reduce the possibility of misdirected payments by verifying the recipient account and confirming payment status Reduce costs Payment Initiation uses Faster Payments rails for low-cost payments ...
San Francisco, CA, United States
Payment Links
Accept payments in minutes, without a line of code Create a link You can use Payment Links to sell a product or service, start a subscription, or collect a donation. Match the look and feel of your brand by adding your logo and colors. Share the link Paste or embed the link anywhere. The same......
relevant regions
San Francisco, CA, United States
Payments
Payments for any business From e-commerce stores to subscription businesses, to platforms and marketplaces, we offer a complete stack for all your payments needs across channels. Get started in minutes Create an account online in minutes and use our libraries and SDKs to securely accept payments. We’ll deposit your funds directly into your......
relevant regions
London, United Kingdom
PCF Calculation
Key benefits Purpose built system to allows clients to gain competitive edge Full automation of PCF Calculation Required market identifiers, corporate action and dividend information Transparency on the daily calculation process and clear structured and controlled procedure delivered by via a well-established robust platform Widest range of connections to Market Makers, APs, exchanges and market......
London, United Kingdom
Personal Finance
Meniga’s Personal finance innovation toolbox facilitates delivery of rich, personalised functionality and insights accessible via RESTful API. The Personal Finance solution enables banks to personalise digital banking and deliver a customer experience that rivals social media platforms...
Singapore, Singapore
Personal Financial Aggregator
By aggregating multiple financial accounts, through a secure app compliant with regulations. Enable your clients to plan better, and gain insights your business never had, to service your clients better....
Tel-Aviv, Israel
Personalised Structured Deposits for Banks
Offering what the customer wants or fits their risk profile is the pinnacle of investment propositions. To do so, a financial institution must: Profile a customer, including their risk appetite Decide what type of products and level of capital protection meets the customer’s needs Assess the regulatory framework and internal governance Structure and issue products......
relevant regions
Vancouver, BC, Canada
Personalized Website Designs
Ascend Provide a seamless experience for your visitors with this elegant framework. Designed to lay the groundwork for well-formatted and scannable content. Silver Lining A modern and harmoniously balanced framework, with a layout that emphasizes function and effortless flow for the user. Reduced core elements create simplicity for an improved overall user experience. Linebreak Break......