Investment Platforms & Tools

The greater capability and power of computing combined with the business needs of the wealth management sector has also had an impact on what we call Investment Platforms & Tools. A broad range of new tools and solutions have arrived in this space over the recent years, and new offerings continue to arrive to tackle areas of need and opportunity for wealth managers, whether focused on investments, clients, advisors or process. Consider advisory tools, investment marketplaces, rebalancing tools, research marketplaces and more, there is a growing abundance of offerings, many built specifically for wealth management. Our Investment Platforms & Tools business need seeks to capture these to support their discovery, understanding and engagement.

  • Total Solutions1139
  • Solution Providers679
  • Knowledge Resources266
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Featured Solutions

Zurich, Switzerland

3rd-eyes analytics’ wealth and life planning solutions

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

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Zurich, Switzerland

additiv Hybrid Wealth Manager

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

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Baar, Switzerland

Altoo For Private Wealth Owners

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

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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......

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Greater Montreal, QC, Canada

Croesus APIs

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

Client type
Relevant Regions
Greater Montreal, QC, Canada

Croesus Central

Croesus Central is a portfolio rebalancing solution that combines automated rebalancing, modelling, investment compliance, and tax efficiency. This cloud-based solution is designed for discretionary portfolio managers working in private banks or investment firms. It features customisation and integration capabilities with existing portfolio management systems. Financial institutions face recurring problems when it......

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Relevant Regions
Greater Montreal, QC, Canada

Croesus Risk and Compliance Module (RCM)

The Croesus Risk and Compliance Module can help wealth management professionals keep up with requirements to reduce the costs and workload associated with regulatory compliance. By efficiently pinpointing areas of risk you can provide clients with a more robust, comprehensive investment strategy that takes into account risk scenarios. From automating a......

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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......

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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......

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Lausanne, Switzerland

Products Platform

The multi-issuer platform Elus makes the pricing and trading of Structured Products efficient and enjoyable while obtaining competitive prices, fulfilling regulatory requirements, and proactively monitoring them post-trade. Design, price discovery and execution of structured products in a fast and efficient manner. Generate documentation such as T&Cs, KID and standardized product flyers instantly. Connect......

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Relevant Regions
Lausanne, Switzerland

Wealth Platform

The Wealth Platform of Evooq is an advanced digital workspace intended for Advisors and RMs. It streamlines the investment process end-to-end and gathers all the data for clients, portfolios, products, bank views, recommendations, markets, and risks in one place. The platform makes it possible to efficiently generate investment proposals that align......

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London, United Kingdom

FA Platform

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

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Arlington, TX, United States

Data Solutions

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

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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
London, United Kingdom

Data Management

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

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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......

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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......

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San Francisco, CA, United States

Jacobi

Jacobi allows firms to integrate their entire multi-asset investment lifecycle - from portfolio design, to portfolio management and, critically, to engaging with clients. The software combines market-leading cloud-based technology with a powerful multi-asset modelling engine. This is supplemented by  extensive tools to scale and automate investment and client engagement workflows.  Jacobi......

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Stockholm, Sweden

OutRank Pension Planning

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

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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......

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London, United Kingdom

BPaaS

We provide Wealth and Asset Managers with tailor made Business Process as a Service that increases the efficiency of their operations based on our software solutions, know-how, experience and end-to-end delivery capabilities. Objectwayexpertise covers the management needs of every type of service and investment. Delivery takes place with a 360° vision......

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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......

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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,......

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Relevant Regions
London, United Kingdom

Mutual Fund Administration

As part of ObjectwayPlatform, the Mutual Fund Administration process covers all back-office needs of a fund manager or outsourcer, through the accounting of mutual funds, share price calculation (Net Asset Value), control of regulatory constraints and fund rules. It also manages investment fund participation (Transfer Agency) with maximum flexibility in compliance......

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Relevant Regions
London, United Kingdom

Portfolio Management

As part of Objectway Platform, Portfolio Management is a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution....

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Relevant Regions
London, United Kingdom

Securities & Back Office

As part of ObjectwayPlatform, Securities Back-Office is a multi-currency, multi-entity securities back-office solution that assures the fluid cooperation of all actors in a financial services firm. Securities Back-Office offers full control of cash and securities management, with an overview of account balances and expected movements. It automates post-negotiation activities such as......

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Rotterdam, Netherlands

OPAL Platform

With OPAL's Goals-Based Planning Solution, we aim to translate client’s financial goals into an optimal investment strategy reflecting their personal ambitions, cash flows and risk appetite. Additionally, Ortec’s solution links investment portfolios to financial goals and tracks the progress over time on a daily basis, based on actual portfolio values......

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London, United Kingdom

eXeer

eXeer acts as an investment managers ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers. Two, it enables users to make intelligence-led decisions by understanding their data, and connects them......

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Athens, Greece

Axia Suite

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

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Wan Chai, Hong Kong

CIO Solution

Our CIO solution empowers Chief Investment Officers (CIOs), Portfolio Managers (PMs), and analysts with powerful tools to streamline portfolio construction processes. Users can effortlessly build, compare, test, share, and run numerous "what-if" scenarios, ensuring informed decision-making and optimised investment strategies. As the demand for customization and uniqueness in portfolio construction grows,......

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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......

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Zurich, Switzerland

ImpaQt+

ImpaQt Wealth is a modular, end-to-end advisory and discretionary portfolio management system featuring a modern UI, state-of-the-art risk engine, and award-winning portfolio optimizer. Seamlessly integrating sustainability preferences and ensuring reporting compliance throughout the entire client lifecycle, ImpaQt Wealth can be integrated as a standalone solution or via API and is......

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Basel, Switzerland

Unblu Conversational Platform

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

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All Solutions

Zug, Switzerland

21Shares

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

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Singapore, Singapore

360-Compare®

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

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Singapore, Singapore

360-NeedsProfiler®

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

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Singapore, Singapore

360-ProVestment®

Auto-Configure Investment & Protection Advice Get straight into business by configuring advice for different sales channels, customer segments and products Offer Thematic Solutioning Automate virtual bundling options based on themes e.g. product nature or motivations, facilitating desirable business mix and fairness Train From An Unbiased Slate Use insights about your distributors’ preferences as they adjust......

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......

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London, United Kingdom

7IM Platform

7IM Platform in numbers (31 May 2022) GB£14.2 billion AUM 36,679 clients 2,033 advisers Easy to do business with Superior service and convenience are always priorities for us, so you can tailor the platform to the way you want to do business. Our platform streamlines your admin, connecting to all leading back-office and data services, allowing......

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London, United Kingdom

Aave

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

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London, United Kingdom

ABAKA for Partners

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

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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.......

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Chattanooga, TN, United States

Accelerate

Best for established advisors that need more clients. For advisors Cash flow mapping Attract leads with this valuable FinTech. Convert more prospects and get more referrals from an army of raving fans. Software onboarding When business growth is on the table, there’s no time to waste! We personally help you implement the software into your......

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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......

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London, United Kingdom

ADA

Ada is a cutting-edge technology platform born to bring a new face to the world of finance. Ada offers three apps in Ada Research, Ada Portfolios and Ada Advisory to asset managers, wealth managers, pension schemes and multinationals. The platform supports workflows through data, analytics, document management, insights, and portfolio......

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Singapore, Singapore

ADDX

ADDX is regulated by the Monetary Authority of Singapore (MAS) and is open to all non-US accredited and institutional investors. ADDX uses a private Ethereum blockchain and smart contract technology to fractionalize private market investments, thus making them accessible and far less costly to you. Easy access Buy and sell directly on our......

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Charlotte, NC, United States

Adhesion Wealth Manager Exchange

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

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Lugano, Switzerland

Advanced Analytics Data Feed

The result is a unique “momentum rating” system that can strengthen and complement the investment decision process. Trendrating Feed is a file delivery solution utilizing FTP to deliver ratings data that helps clients enhance their proprietary analytics, financial portals, decision support systems, and more. With access to our consolidated feed, clients will......

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London, United Kingdom

Advantra Wealth

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

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Windsor, CT, United States

Advent Corporate Actions

Get it right. Every time. Few activities frustrate an operations team more than accounting accurately for corporate actions that affect portfolio values: mergers, acquisitions, spinoffs and ticker changes. Advent Corporate Actions (ACA) helps you get it right. It delivers reports on all corporate actions that affect your clients’ portfolios, and provides your staff......

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Windsor, CT, United States

Advent Custodial Data

Let’s face it: reconciliation is a pain. Advent Custodial Data saves hours of work and reduces the risk of manual errors in the daily reconciliation process. Every day, it automatically consolidates account-level information from more than 800 custodians and funds for reconciliation, and posts this into your Advent portfolio management and reporting......

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Windsor, CT, United States

Advent Custodial Data for non-Advent Systems

Consume account-level data With account-level data available from almost 800 custodians, brokers, and clearing firms, Advent Custodial Data (ACD) helps thousands of firms streamline, accelerate, and improve accuracy in their daily reconciliation process. With all the data available before you arrive at work, you can complete the process with fewer people in less......

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Windsor, CT, United States

Advent Data Solutions

The reports you create — and the decisions you make — are only as good as the data they are based on. Advent Data Solutions delivers accurate custodial, corporate actions and benchmark data directly into your portfolio management and trading platforms, how and when you need it. Base your decisions on data you......

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Windsor, CT, United States

Advent Genesis

Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution. Expand into new markets, new regions, and new lines......

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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......

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Sydney, NSW, Australia

AdviceOS

What’s so different about AdviceOS? We have developed simple functionality whilst utilising the very latest in cloud computing technology, to provide advisers with a fully featured software system which integrates seamlessly with other selected relevant programs. When developing AdviceOS, Midwinter focused on the needs of the entrepreneurial financial adviser – giving access to vast array......

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Sydney, NSW, Australia

Adviser

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

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London, United Kingdom

Adviser/Agent (Hybrid Digital) Platform

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......

Canterbury, United Kingdom

AdviserAsset

Charge Comparison And Product Research Tool Compare charges for platforms and off-platform products and include research based on platform/product features. Consolidation And Switching Tool Undertake wrapper-to-wrapper switch analysis. Analyse the impact of consolidating assets onto a single platform that are distributed across many different wrapper types and providers/platforms. Drawdown Tool Specify the levels of drawdown......

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Stalybridge, United Kingdom

Adviser Cloud IFA

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

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Austin, TX, United States

AdviserGo

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

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Melbourne, VIC, Australia

Adviser Office

With a range of functionality, including client management, financial planning, compliance and reporting tools, Adviser Office can help increase efficiency, improve your business's profitability and perform better....

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Malvern, PA, United States

Adviser support tools

Compare fund details Use our online analysis tool to research investment funds including Vanguard funds and prepare recommendations for your clients. Powered by Morningstar. Compare costs Use our online analysis tool to compare costs for any four products. Powered by Morningstar. Cost simulation calculator You can use our cost simulation calculator to see the effect......

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Leeds, United Kingdom

Advise Wise Platform

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

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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 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......

Stamford, 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......

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Dover, DE, United States

Advisor Copilot

At its core, Advisor Copilot acts as a virtual assistant, automating repetitive tasks, such as scheduling client meetings, preparing agendas, and capturing meeting notes. By seamlessly integrating with leading CRM systems, it enables advisors to access client data and insights effortlessly, allowing for more informed decision-making and personalized recommendations. Additionally, Advisor......

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Raleigh, NC, United States

AdvisorEngine Platform

Optimize everything you do The tech stack you need to maximize and deliver your firm's unique value proposition. Elevate the client experience Provide an unparalleled, modern experience for your clients as you lead them towards long-term, financial success consistently and transparently. Simplify wherever possible Automate complex workflows across the entire relationship life cycle, from account......

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Dallas, TX, United States

AdvisorEXP

Our advisor dashboard, AdvisorEXP, offers efficient and reliable transaction processing, broker productivity tools and secure transmissions of customer and firm data. You get this with a single data source, making it the ideal solution for managing and expanding your business. Our platform is built on years of industry knowledge and hands-on......

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Wan Chai, Hong Kong

Advisor-Led

Digitally Empowering Advisors Upgrade and digitise business operations Offer a transparent overview of products and services quickly at a glance. Empower your advisors with added expertise at their fingertips. Rapid evaluations and recommendations Provide comparative analysis and provide accurate recommendations in real-time. A service that increases sales conversion, revenue, and productivity. Straight-through processing at a......

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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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St. Gallen, Switzerland

Advisory Suite Software

Advice Online allows you to advise your clients consistently and with the highest quality possible. You can create the required documents for yourself and the custodian more efficiently than before. Advice Only grants you more time to take care of your customers even more intensively and to cement relations....

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Irvine, CA, United States

Advisys

Advisys’ Most Popular Solution With Advisys’ financial planning modules you can create retirement plans, analyze life insurance needs, produce college funding plans, conduct investor risk analysis and develop asset allocation models. Using a two or four-page fact finder, you can complete your fact-finding interview and input your data to create a......

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Irvine, CA, United States

Advisys Education

Invest in Making a Better Impression Advisys Education is for professionals who want to improve their ability to communicate complex concepts to clients and prospects. Studies show that many Americans lack even a basic understanding of the fundamentals of investing, retirement planning and life insurance. They often resist even the best......

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Irvine, CA, United States

Advisys Retirement Distribution

About to Retire? Just Retired? Now What? The Advisys Retirement Income Distribution module is for professionals who want to expand the services they provide their clients beyond saving for retirement, to include counseling clients who are retired or nearing retirement on how to make the most of their retirement savings and......

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Den Haag, Netherlands

Aegon Platform

A dedicated intermediated platform We’re totally focused on serving intermediaries like you – not competing with you. Working in partnership, we provide products and services to help you create financial planning solutions to get your clients closer to their financial goals. Market leading integration We work closely with leading suppliers of adviser software......

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Exton, PA, United States

AFFIRM® for Annuities

A fully compliant solution AFFIRM for Annuities fully utilizes the ACORD Product Profile, allowing carriers to provide financial institutions all of their product rules electronically, using a standard method. Completed applications can be delivered to carriers electronically using the DTCC Insurance Processing Services APP format or the ACORD New Business for......

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Exton, PA, United States

AFFIRM® for Life

AFFIRM for Life enables customized compliance review by regulated financial institutions with integration to validate license and appointment status for advisors. Benefits of collaborative selling The entire industry benefits from AFFIRM for Life and a collaborative selling approach. It expands carriers’ distribution of insurance products significantly by allowing financial advisors to confidently......

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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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Gloucester, United Kingdom

Air Sourcing Platform

Extensive, easy to use product filters Diligent product research is achieved by ensuring products offer features that address your clients’ needs before comparing product costs. Our range Research Filters on the product shortlist screen allow you to filter out unsuitable products based on a range of product criteria, thus creating a......

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London, United Kingdom

Akoni

Easily manage your cash via our award-winning platform. With access to interest-bearing accounts from an array of highly-rated banks, you can earn more interest and reduce risk without the hassle of multiple accounts. ...

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New York, NY, United States

Aladdin Wealth

The Aladdin Wealth platform delivers the scale, sophistication and simplicity you need to help more clients see their world in ways few others can. Build portfolios that are more aligned with investors’ goals, engage your clients with comprehensive and differentiated content that enhances your value proposition and transform your wealth......

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Aarhus, Denmark

Aleta

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

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London, United Kingdom

Algomi ALFA

Dynamic watch lists alert the user to particular market events. Algomi ALFA delivers full data transparency for traders, PMs, quants, COOs and compliance across voice and electronic markets.  The structured and time-stamped data within the platform is used to support MiFID compliance, TCA and Best Execution as well as quantitative analysis......

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London, United Kingdom

Algomi ALFA API

Algomi ALFA consumes large volumes of messages from your connected venues and within nano-seconds, converts the disparate formats to a normalised JSON (Java Script Object Notation) format. These JSON messages are indexed and enriched with a unified identifier (typically ISIN), allowing for easy querying. These enriched JSON messages are used by the......

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London, United Kingdom

Algorithmicpath

algorithmicpath can be seamlessly integrated with traderpath or any third-party trading platform. Through a user-friendly and intuitive interface market operators can design, test, validate and maintain their own models for trading, pricing, quoting and hedging via a standard language and release them into the production environment. Other than backtesting, based on playback of recorded market data, algorithmicpath leverages the exchangepath matching......

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Edinburgh, United Kingdom

ALIO (autonomous learning investment operations)

ALIO builds on our autonomous investment strategies service, of ALIS, integrating with brokers, third-party administrators, custodians, auditors and accountants to support the full administration of a fund including: 1. Pre-trade compliance rules with the Compliance and Order Management System 2. Orders can be created automatically and executed via FIX engine or by......

relevant regions
Edinburgh, United Kingdom

ALIS (autonomous learning investment strategies)

The ALIS solution includes: Working with clients to translate their investment objectives into an asset allocation model, defining and sourcing the data requited to run the strategy. Analysis using single security level models to identify relevant investment signals, training the artificial agents to manage the portfolio. Back-testing and tuning the investment strategy including......

relevant regions
Madrid, Spain

Allfunds Alternative Solutions

Provide your clients with the best strategies from top-tier GPs at lower minimum investments 360° alternative solution to reduce administrative and operational burdens....

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London, United Kingdom

All-in-One Hyper Personalisation Solution

We provide an end-to-end solution encompassing 3 core modules: Values Mapping Exercise: Using our unique value-mapping tool, wealth managers can unlock data-driven insights from clients values and align their product and marketing strategies. Hyper Personalised Portfolios built on personalised ETFs fitting each client’s values using direct indexing technology. Automated Reporting – Share SFDR......

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Altishofen, Switzerland

Allocare AMS

Portfolio Analysis Detailed on the fly analysis on portfolio or any consolidation level, portfolio comparison, various ratios incl. drill-down functionality (fund of funds), full breakdown flexibility. Trade Order Management Simulation, single and collective orders, block orders, rebalancing against model portfolios, cash sweeping. Compliance Monitoring Rule sets (BVV2, KAGB/DerivateV, VAG, UCITS V, InvFG) for CH, DE,......

relevant regions
Altishofen, Switzerland

Allocare CLOUD

This is particularly suitable for asset managers who are looking for a software system for CRM, portfolio management and reporting but do not want to operate this in-house. Allocare CLOUD is multi-client capable. All data is hosted and processed in Switzerland. Based on Allocare AMS and Allocare WEB, Allocare CLOUD......

relevant regions
Altishofen, Switzerland

Allocare WEB

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

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London, United Kingdom

Allocator Platform

Automate your data gathering process Thousands of funds regularly supply data and documents to their clients via Allocator. We create a time series for every number so you can track changes over time. No more error-prone, manual data entry. Standardize and aggregate Our platform converts different data sources into a single, easy-to-analyze format.......

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New York, NY, United States

AlphaPoint Platform

Throughout every touchpoint in the digital asset and cryptocurrency trading and investment workflow, AlphaPoint technology and software enable clients to develop revenue streams from new asset classes, maximize liquidity, and transact business in the most efficient way possible. AlphaPoint is the only software provider in the space to deliver both asset......

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London, United Kingdom

Alpha Quants AI ESG Tools

However, many ESG screening tools underplay the due diligence required to manage emerging ESG risks (e.g. plastics and for specific human rights issues) to the new standards stakeholders expect. To help investors respond to rapidly changing issues, AlphaQuants developed a set of ESG tools combining AI, Natural Language Processing with corporate......

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New York, NY, United States

AlphaSense

Extend your brain power with Augmented Intelligence for next-level company research. Save time - cut through the noise with smart, agile search that takes you to the right data in seconds. Mitigate risk - never miss another market-moving insight. Catch relevant new developments with our alerts and be among the first to......

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Warrenville, IL, United States

Alphathena

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

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Singapore, Singapore

Alta Exchange

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

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London, United Kingdom

AlternativeSoft

Data aggregation With the proliferation of data in the industry over the last decade, investors require a central location to aggregate, store, edit and analyse. AlternativeSoft helps institutions categorise, clean and distribute data across their organisation, ensuring all analysis and reporting is accurate, consistent and easy to access. Asset selection Ensure your manager research......

relevant regions
Singapore, Singapore

AlternativeSoft

AlternativeSoft currently works with some of the largest allocators in the world to ensure they get the most out of the software whether that be to conduct in-depth risk analysis and management or to track fund exposure and liquidity. As a software of choice for portfolio construction, AlternativeSoft has been commended......

relevant regions
Richmond, VA, United States

Altigo for RIAS

Access a marketplace of pre-vetted alternative investments. Differentiate your firm by presenting unique investment opportunities to your clients. Modern technology and changes in regulation have helped make alternative investments available to a broader range of investors. As our overview video explains, our solution increases advisor access to alternatives, reduces the time necessary......

relevant regions
Culver City, CA, United States

Altruist Platform

Altruist is a custodial solution for modern advisors You can rest easy that you’re working with a regulated brokerage, while getting personalized advice from your independent advisor. Through our affiliated FINRA member broker/dealer, SEC registered investment advisor, and our clearing partner, we ensure client accounts are regulated and secured. All accounts are SIPC......

relevant regions
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......

Manchester, VT, United States

AltsMark Platform

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

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London, United Kingdom

Alveo Platform

Our adaptable platform provides solutions for increasingly data-intensive industry requirements, improving workflow efficiency while also keeping costs under control. This means solutions for all data types and specific industry applications. From security master and market data to the most complex risk and stress testing requirements, we’re constantly evolving to stay......

relevant regions
Brisbane, QLD, Australia

AMM for Financial Advisers

See all your clients in one place and optimise returns – with maturity notification 7 and 1 day prior, it’s simple to switch funds between institutions to maximise interest earned. Investment options Term deposit With over 25 Australian institutions, all covered by the Australian Government Guarantee, choose term deposits of varying maturity lengths......

Munich, Germany

Analysis Builder

Analysis Builder provides easy access to high quality private market data and flexibility of analysis across your private markets portfolio. Go beyond pure fund tracking to capture a broader number of data points for all of your private market assets. A Revolution in Flexibility for Private Market Data The challenges for private market......

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Boston, MA, United States

Analytics & Proposals

When you upload a portfolio to the investment strategy engine you can diagnose an existing portfolio’s underlying fund fees, tax burden, and susceptibility to volatility and compare it to your portfolio powered by 55ip. Generate a proposal that facilitates a consultative discussion of opportunities that may improve portfolio growth by illustrating......

relevant regions
Montreal, QC, Canada

Analyze for Advisors

Ideal for Wealth and Retirement Firms With Specific Needs and Budget Requirements Choose From Three Implementations: Adopt: Off the shelf, budget friendly, quick-to start option available Configure: Include your brand, product shelf, and portfolio models with our configuration options Build: Implement your most unique requirements by working directly with our experienced implementation team Create Persuasive Investment Proposals, IPS......

Phoenix, AZ, United States

AnnuityCheck

The AnnuityCheck difference AnnuityCheck is a free, all-encompassing tool to help you gain complete control over your selling process. There are three pillars of our software: The Snapshot Tool, the Illustration Tool, and the turn-key AnnuityCheck Seminar program. All three are designed to help you to maximize your close rate while......

North Salt Lake, UT, United States

Annuity Wizard

The Annuity Wizard also makes an excellent pairing with any order/entry system. When combined with an order/entry system, the Annuity Wizard has been shown to reduce Not In Good Order annuity submissions and speed up the rate at which annuity business processes. Another benefit, to the Annuity Wizard is to......

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Zurich, Switzerland

Anova Platform

Our mission We provide an independent platform where investors and manufacturers meet to achieve better investment decisions facilitated through technologically enabled investment, risk, product management as well as execution services. We clearly set our focus on sophisticated portfolio analysis and optimization for structured products as well as cross-asset portfolios. Our services Portfolio risk......

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London, United Kingdom

APEX

​Seamless workflows across teams and regional offices Network activity insights with custom analytics Unlimited investors and deals Access to HUBX Network for capital or deal sourcing Hosted on your domain Integrated CRMs and data APIs ...

Hamilton, Bermuda

Apex ESG Ratings & Advisory

Yet the demand for better informed change is growing. Pressure from investors, employees and customers alike means that ESG ratings have become critical metrics for success. Regulatory developments, the ability to reduce risk and to produce superior returns requires a pioneering approach to serve the needs of forward thinking private......

Geneva, Switzerland

API

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

relevant regions
Canberra, ACT, Australia

APIR Data Services

Product reference data service APIR's Product Reference Data Service provides access to Australia's most comprehensive database of managed fund and superannuation product reference (static) data. We support a flexible range of delivery options including email and API. Validation service APIR has enhanced the ADS service to include a real time APIR code validation......

West Hollywood, CA, United States

APL Network

Assets on Platform - US$2 trillion+ Top Broker Dealers - 7/10 US SMAs Managed
via the Platform - 85%+ Years Leading the Marketplace - 30+   Portfolio Management Home Office Trading Rep as Advisor Rebalancing Billing Rep as PM ...

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London, United Kingdom

Apollo

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

relevant regions
Boulogne-Billancourt, France

apropos

LexiFi handles the diversity of derivatives through a uniform process and puts an end to a maze of ad-hoc systems. LexiFi Apropos is an end-user software application, designed to serve as a "Golden Database" for financial derivative products. This compact solution enables users to rapidly define, price, analyze and manage tailored......

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Melbourne, VIC, Australia

Arcadia

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

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Berwyn, PA, United States

Archer Platform

Where can Archer take your team? Expand distribution Multiply your product distribution options with Archer’s turnkey infrastructure. Launch new investment products Get new products to market faster with scalable technology and support. Streamline operations Consolidate support for all your portfolios onto a single integrated platform. Support institutional investors Stay ahead of investor needs with complete support for complex......

Reno, NV, United States

Arch Indices VOI Model Portfolios

Arch Indices VOI Model Portfolios take into account asset output/goal, asset volatility, and correlation to portfolio in optimizing the weighting of each asset....

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
Newmarket, NH, United States

ARTDAI Platform

On average HNW collectors invest 5% or more of their wealth in fine art. ARTBnk eliminates the subjective, lengthy and costly process of determining its true worth. Our state-of-the-art technology delivers a package that features instant objective valuations, risk and liquidity analysis, and more, all of which can be enormously......

relevant regions
Brussels, Belgium

Arteia Onboarding

Need help in onboarding your collection Let us do the heavy lifting. A team of trusted digitization professionals will assist you with the process of photographing the artworks as well as organizing, scanning and uploading documents. Online viewing rooms Beautifully designed online extension of your gallery or studio space, customised to your needs.......

New York, NY, United States

Artivest Platform

Our technical, financial, and operational expertise powers a seamless experience for individual investors and a scalable point of access for financial advisors and fund managers. We provide a carefully vetted investor community with access to exceptional private equity and hedge funds. We power funds with technology that streamlines workflows, conserving......

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......

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Zurich, Switzerland

aSpark

The increased customer expectations, changes in customer behaviour and the increasing digitalisation of the investment value chain require new ways to distribute investment content.  With aSpark, the very critical part of the investment communication in the investment value chain can be automated and further industrialized....

Sydney, NSW, Australia

Assessment

An easy-to-use financial health check for new and existing customers that guides them to their next best action. Customers get an immediate understanding of their cash flow, debt management, insurance, retirement and investment positions. Encourages strong leads to the full advice journey and identifies those who need assistance to complete an experience. ...

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Sydney, NSW, Australia

Asset Allocation Tool

With 40+ Growth/Defensive assets to choose from features and functionality of the Asset Allocation App include: ‘Actual’, ‘Benchmark’ and ‘Range’ allocations available Current and historical data access Quarterly updates Refine and filter search by Growth / Defensive %, Option type & default Originally available as a quarterly spreadsheet only, in July 2011 we enhanced the......

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London, United Kingdom

Asset Management Solutions

Enabling improved investment outcomes Investment managers face complex and costly demands as end-investors seek personalized solutions. Existing technology often struggles to deliver the functionality needed to meet these changing expectations, hindering collaboration between asset managers, advisors, and end-investors. Our solutions help investment managers deliver differentiated portfolios that optimize outcomes. We work with......

relevant regions
Jersey City, NJ, United States

Asset Manager Assessment Solution

Subadvisor certification. For asset managers who impose rigorous requirements for subadvisor approval, Albridge Analytics has engineered an innovative solution to help you carry out this important task. Your compliance staff will have better analytics and reporting and enhanced risk mitigation. You will spend less time and fewer resources certifying managers—all in......

Birmingham, United Kingdom

AssetQ

AssetQ puts essential fund information at your finger tips enabling consistent, repeatable fund analysis on every fund. AssetQ gives you all the information needed to form your opinion, record your assessment and maintain an audit record of your due diligence – ease your funds research. What is AssetQ? sigMacity’s AssetQ product has......

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New York, NY, United States

Asset Scenarios

Moody's Analytics Asset Scenarios depict the plausible future paths of variables that are related in economically coherent ways. The scenarios deliver the results of thousands of simulated future rates, yields, returns, and asset prices, plus other economic risk drivers produced by an arbitrage-free modeling framework....

Boston, MA, United States

Assette

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

relevant regions
Glasgow, United Kingdom

Asurafin Connect

We’ve simplified the trading ecosystem for asset managers, asset owners and ACDs to improve workflow, execution performance, risk management and reporting. Our portfolio management software and pre-trade compliance checks makes running your funds easy. Our order and execution management system with our unique algorithm finds you the best execution from......

relevant regions
Durham, United Kingdom

ATEB Compliance

Fully customisable The ATEB suitability ‘Tool’ allows the user to customise the report production, prompts and customer facing output to an unsurpassed level. Compliance approved You can be reassured that the content and format has been very carefully considered & researched by a ‘Section 166' FCA approved compliance firm. Great end user experience No installation,......

New York, NY, United States

Athena Spark

Spark is the only OMS/PMS on the market to provide unified: Portfolio & Risk Management Trading Technology and Infrastructure Operations and Accounting Compliance and Controls Surveillance Data Warehouse/Reporting STP ...

relevant regions
London, United Kingdom

AtomInvest

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

London, United Kingdom

ATRQ System

The Questionnaire There are three key components to assess when analysing an individual’s attitude to risk. Attitude to risk: This describes a person’s willingness to take risk, whether it is financial or in other parts of their life. This can inform how prepared they may be to take high levels of investment......

relevant regions
Zurich, Switzerland

Auctus Trading

Don't just track your cryptocurrency portfolio, improve it Simply connect your existing exchange account and have your portfolio and trading performance analyzed Trading statistics Is your trading performance driven by skill or luck? Get clear, actionable insights to improve your trading strategy. See a breakdown of your trading performance by cryptocurrency, track fees, overall......

relevant regions
Toronto, ON, Canada

Augmented Intelligence Solutions

At a glance ~10 weeks - instead of ~12 months to implement a repeatable machine learning prediction. $0 R&D investment - leave the expensive AI R&D to us. We have a menu of out-of-the-box solutions ready to be implemented. 100% - of AI science projects are simply science projects. Our solutions integrate with your technology......

relevant regions
London, United Kingdom

Auquan Intelligence Engine

Cover more ground with your company research — and let no risk slip past Surface unknown unknowns - Identify hidden insights in dark, noisy data that everyone else is overlooking Stay aware with zero effort - Get alerted on every material development — without having to search Shift your window to act earlier - Eliminate time-intensive......

relevant regions
New York, NY, United States

Aurigin

How It works Aurigin is the world’s most powerful deal origination tool that uses a scientific approach to enable deal making. We match investment opportunities by introducing members only after mutual consent. Once you add a transaction on Aurigin, we will start searching for a suitable deal partner for your transaction. Without entering a......

Arlington, TX, United States

Automated Composite Engine (ACE)

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

relevant regions
London, United Kingdom
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
Marietta, GA, United States

Automated Stock Market Data Analysis

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

relevant regions
Boston, MA, United States

Automated Tax Management & Trading

What is the difference between “automation” and 55ip’s “intelligent automation”? When your strategies are powered by 55ip, they benefit from sophisticated capabilities that aren’t just automating processes that save you critical time. Your portfolios are also benefiting from sophisticated algorithms that actively seek to reduce inefficiencies and take advantage of......

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 Insight

Available to run in conjunction with any core banking platform, the Avaloq Insight Suite includes Avaloq Insight Explorer, Avaloq Insight Portfolio Recommender and Avaloq Insight Prospecting.  The Insight Explorer provides insights from internal and external data in a simple, fast way, without the need to have programming skills. It provides data......

relevant regions
Seoul, Korea, Republic of

AXE

What is AXE? AXE is a deep-reinforcement-learning-based trading insights platform developed by Qraft Technologies and is one of the world’s first commercialized Deep Reinforcement Learning-driven AI Trading systems. The goal of AXE is to minimize the market impact of large orders and reduce transaction costs by discovering the most efficient trading strategies......

relevant regions
Athens, Greece

Axia Custody

Axia Custody supports post-trade processing for Global Custodian, Sub-Custodian, Agents and Mutual Fund Custodian delivering fully (STP) automated, 4-way matching and settlements ensuring improved communication among Market, Local Brokers, International Brokers, International Broker Agents, Sub-Custodians, and Clients. It is worth noting that the system has a 2-Way SWIFT (SMPG standards)......

relevant regions
New York, NY, United States

Axial Platform

Investment mandate Input your investment mandates into Axial’s recommendation engine. Deal Information Seller researches possible transaction partners by inputting company information and goals. Reccommended partners Recommendation engine calculates the fit for matching, and seller evaluates recommended partners based on fit and qualifications. Teaser Seller chooses to send you a concise deal teaser. NDA Evaluate the opportunity and sign NDA......

London, United Kingdom

AXIS

Unlimited investors and deals Complete control and visibility over deal and investor access Access to HUBX Network for capital or deal sourcing Hosted on your domain Integrated CRMs and data APIs HUBX mobile app ...

Omaha, NE, United States

Axos Clearing for Wealth Management

Fee-based brokerage accounts Model portfolios Wrap accounts Separately managed accounts Alternative investments Unified managed accounts Overlay portfolio management ...

relevant regions
Omaha, NE, United States

Axos Securities Clearing and Settlement

Our trading technology integrates information and analytics from a variety of data providers, sophisticated order execution functionality and post-trade processing applications to ensure timely and accurate trade execution and settlement. Listed & OTC Equities Axos Clearing’s trading systems and interfaces ensure the highest standards of accuracy and timeliness. Our relationships with prominent......

relevant regions
London, United Kingdom

B2C2

Brokerage firms, exchanges, banks and cryptocurrency funds around the world trust us to deliver seamless execution in the major cryptocurrencies and fiat currency pairs. We provide 24/7/365 liquidity for Bitcoin, Ethereum, Litecoin, Bitcoin Cash, Ripple, and Ethereum Classic in USD, GBP, EUR, JPY, SGD, AUD, CAD, CHF and more. We also......

relevant regions
Paris, France

B4 Fundraising

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

relevant regions
Paris, France

B4 Portal

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

relevant regions
Chicago, IL, United States

Backstop Accounting

Purpose-built for the investment community, the Backstop Accounting platform seamlessly integrates partnership and portfolio accounting. It addresses the accounting team’s needs to aggregate and normalize disparate data and model complex legal and cash flow structures - requirements nearly impossible to meet with an infrastructure based on Excel or a generic......

relevant regions
Chicago, IL, United States

Backstop CRM

Backstop is much more than just a CRM, but it's our CRM underpinnings that make us so well-suited to the needs of the institutional investment industry. Since 2003, we've helped the industry organize and maximize their relationships with our proprietary relationship and reporting engines. Benefits Capture and share important notes, meetings, calls......

relevant regions
Chicago, IL, United States

Backstop Investor Relations

When it comes to nurturing relationships, you want to maximize every minute and every interaction to strengthen trust, deliver outstanding service, and gain a competitive edge. Benefits Establish, develop, and manage comprehensive knowledge of all aspects of the client relationship Understand the breadth, depth, and financial impact of every individual in your universe Build......

relevant regions
Chicago, IL, United States

Backstop Portfolio Management

Empower your investment office with effective and efficient portfolio management software that facilitates the quantitative assessment of risk and return across any alternative asset class. Benefits Access data instantly from anywhere and at any time through a secure, reliable cloud-based platform Manage, view, and analyze the entire investment cycle, all in one place Increase......

relevant regions
Chicago, IL, United States

Backstop Research Management

Unleash your team's effectiveness in manager research with a truly multi-asset class Research Management (RMS) that enables each investment team to configure their work according to their specific processes, data requirements, and language. Benefits Eliminate technology silos with a single platform that every asset class investment team can use Get relevant, timely, and......

relevant regions
Chicago, IL, United States

BamSEC by Tegus

Round Out Your Research As part of the Tegus family, BamSEC makes comprehensive investment and go-to-market research fast and easy. Download tables in documents, link key financials to your own model, and smart search through thousands of publicly available documents and filings. Instant, Comprehensive Search View all references to your search term across......

relevant regions
Berlin, Germany

Banxware Platform

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

relevant regions
Rowayton, CT, United States

BattleFin Ensemble

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

relevant regions
London, United Kingdom

BCB Crypto

BCB Crypto is a high touch and high tech service for trading cryptocurrencies. We offer best execution and seamless daily settlement in all cryptocurrencies....

London, United Kingdom

BCB FX

OTC TRADING This professional trading service covering FX was part of the foundation of BCB’s origins and remains best in class. FX EXCHANGE Convert any supported fiat position to any other fiat on the platform, at market-beating rates. SECURE We provide institutions with a secure gateway into FX markets. We pride ourselves on best execution......

London, United Kingdom

Be-IQ

Get to know your clients quickly Your clients need more than just good investment advice. They need your understanding of them to navigate today's challenges. Be-IQ provides more than just a risk category. Our unique insights give you an understanding of your clients before you even meet them. Reduce your risk exposure Ever met a client who’s......

relevant regions
Munich, Germany

Benchmarking

Compare your and competitors' performance against actual marketplace metrics cut across thousands of dimensions, including IRR, MOIC, alpha, TVPI and more, as well as operational KPIs, including revenue CAGR, EBITDA, loan interest and more. CEPRES calls this approach beyond benchmarking — providing deeper insight into true drivers of investment returns —......

relevant regions
Westport, CT, United States

Bento for Enterprises

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

relevant regions
New York, NY, United States

BETA

BETA is self-clearing securities processing solution that enhances operational control for wealth management firms and drives compelling differentiation for advisors and the clients they serve. Built on years of expert knowledge and hands-on experience, BETA provides critical back-office controls including corporate action management, middle office exception management, and front office account......

relevant regions
Singapore, Singapore

BetaSmartz

Portfolio Management Automate asset allocation and portfolio construction, apply deep data to de-risk and optimize advice, automate rebalancing, tax loss harvesting and trading. Back & Middle Office BetaSmartz software automates and streamlines all operational and administrative aspects of portfolio management so that financial institutions can focus on clients and business scaling. Security & Compliance Apply bank level......

relevant regions
Baar, Switzerland

Beta under Development: Behavioural Co-Pilot

It will send you personalized recommendations based on your current portfolio and market movements, as well as your investment style and behavioral tendencies. Sign up for this tool's early access and beta tests to get personalized, actionable guidance on investment decisions and increase your investment returns....

relevant regions
Biloxi, MS, United States

BidMoni

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

Singapore, Singapore

Binance Crypto Exchange

Trusted by millions worldwide, the Binance platform is dedicated to increasing the freedom of money for users, and features an unmatched portfolio of crypto products and offerings, including: trading and finance, education, data and research, social good, investment and incubation, decentralization and infrastructure solutions, and more....

relevant regions
London, United Kingdom

BITA Risk

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......

relevant regions
Sherman Oaks, CA, United States

Bitcoin IRA

$400 MILLION Client investments we have processed 24/7 SELF-TRADING The only crypto IRA self-trading platform in the world #1 IN SECURITY Industry-leading security and $100M custody insurance 650+ 5-STAR REVIEWS Customer Reviews The future of IRA trading Bitcoin IRA is the only platform that allows you to buy, sell and swap cryptocurrencies directly inside your......

relevant regions
Zug, Switzerland

Bitcoin Suisse

Main offerings Buy & sell cryptocurrencies Manage your crypto-portfolio online. Prime brokerage Best execution and deep liquidity through algorithmic smart order routing technology. Custody Institutional-grade cold storage for a wide range of crypto assets. Collateralized lending Crypto asset collateralized loans in USD, EUR, GBP, and CHF to provide fiat liquidity. Staking Stake ETH2, Tezos, Dash and ATOM (Cosmos) to earn......

relevant regions
London, United Kingdom

Bite Stream

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

relevant regions
London, United Kingdom

Bite Wealth Universe

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

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Palo Alto, CA, United States

BitGo Prime Trading

Security meets liquidity Sourcing from a deep pool of liquidity across a number of leading exchanges and market makers, BitGo Prime trades on a riskless principal basis, providing liquidity to clients directly on a non-disclosed basis. Your trusted partner BitGo Prime is the contra-side of every trade. We don’t operate a crypto exchange......

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Palo Alto, CA, United States

BitGo Qualified Custody

The gold standard for custody Safeguard your digital assets with our qualified, insured cold storage custody at BitGo Trust Company—a regulated Trust Company under the Division of Banking in South Dakota. Cold storage assets are held in segregated accounts, insured and secured by BitGo’s battle-tested and peer-reviewed multi-signature security. Clients receive......

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Lausanne, Switzerland

BlackSwan

BlackSwan helps you avoid extreme events through sophisticated quantitative risk metrics and accurate distributions. Its built-in market risk module is constantly evolving and back-tested to ensure it remains relevant to prevailing market risks. It provides for a number of risk metrics such as value-at-risk, volatility, expected shortfall and tracking error. It......

Chicago, IL, United States

Blaze Portfolio

Our features are constantly evolving to help our clients work faster and smarter. Model Rebalancing Implement complex models and monitor asset allocations across portfolios with ease. Trade Order Management Manage order flow across multiple custodians, asset and security classes. Tax Management Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Drift Analysis Identify strategies or securities that......

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New York, NY, United States

Bloomberg Launchpad

Bloomberg Launchpad is a customizable workspace, designed for financial professionals, that brings your most critical information and functionality forward to help you make informed decisions in real time and ahead of the market. You gain a completely personalized interface structured to meet your own needs—in the format that most fits your......

Singapore, Singapore

BlueFireAI

Who we are Blue Fire AI is a pioneering capital markets intelligence firm: a unique combination of capital markets experts, leading mathematicians and pioneering technologists. Synthesizing the latest state of truth around companies, Blue Fire AI proprietary asset intelligence is used by large global institutions for asset selection, asset monitoring and portfolio......

relevant regions
Bangkok, Thailand

Bonanza Wealth Management

Bonanza Wealth Management (BWM) is an integrated platform designed to support high demand of customer relationship businesses and a complex portfolio management analysis. The solution provides technology that helps private wealth institutions utilize their customer’s database more proficiently and more efficiently. With BWM's sophisticated work system, firms will be able to......

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Singapore, Singapore

BondEvalue App

Transparent bond prices Two-way bond prices – at your fingertips News – Curated for the bond investor Artificial intelligence powered news engine to help you make informed investment decisions. BondEvalue emerged as the 2017 Asia-Pacific champion of the IBM Watson Build Competition. The award was given to BondEvalue for successful implementation of an artificial......

Chicago, IL, United States

BondNav®

BondNav® is a cloud-native platform aggregating real-time pricing and request for quotes (RFQs) directly from multiple ATS & ECN platforms, Institutions, Registered Investment Advisors (RIAs), Banks, & Broker Dealers. Trades initiated on the BondNav® platform are executed by InspereX, a veteran team of sales and trading professionals driven to achieve Best......

relevant regions
Oslo, Norway

Bond Reference Data

In addition to this, we have an extensive database of bond loan agreements on active and matured bonds. Our collection of data is multi-sourced and go through a rigorous scrubbing, cleaning and validation process before it is normalized and distributed on to our clients. By using the most recent technology......

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New York, NY, United States

BondWave

BondWave is a trusted partner to some of the biggest names in the financial industry. We’ve made it our business to reimagine fixed income — with innovations in monitoring, trade opportunity mining, proposal generation, analytics & reporting, best execution, transaction cost analysis (TCA), compliance tools, and market transparency. We are an extension......

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Subiaco, WA, Australia

BOOM

Intiger is the only ASX listed entity (IAM) dedicated to reducing the costs & improving the productivity of Financial Planning Practices. BOOM (Back Office Online Management) is the industry's first back-office & paraplanning engine. BOOM is not a CRM. Use BOOM to order every back office & paraplanning task your practice needs, all delivered......

relevant regions
Vienna, Austria

BQ Advisory

BQ Advisory brings significant advancements for wealth management advisory services. The cloud-based software system blends the power of behavioral finance, personality, and decision science with machine learning to provide an objective and predictive understanding of clients' behavioral characteristics, preferences, and values. As a result, financial institutions can provide more personalized......

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Vienna, Austria

BQ Performance

BQ Performance measurably increases the investment performance of traders and asset managers with newest behavioral science and machine learning. Our turnkey solution analyzes the decision-making process of individual asset managers and teams. A fully automated online system guides participants through an interactive survey with questions and scenarios. You will instantly......

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Milan, Italy

Braino.ai

Empower your investment decisions with Braino Trading AI driven Trading strategies, signals over multiple time horizons, in-depth statistics, rankings, to help investors know where and when to trade. Portfolios A blend of AI powered investment portfolios using a unique Long Only investment strategy to outperform the market. Analysis & tools Analysis and tools to predict trends......

relevant regions
Sao Paulo, Brazil

BRITech Trader Order Management

Trade Order Management, after you have setup your clients, your portfolios, and your checks, now you are ready to trade, and this tool integrates with all of the external data sources you need. Integrating with any provider, broker, or custodian, the platform lets you pull data in and out with error-free......

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Zurich, Switzerland

Brokerage

We are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the art solutions to meet their investment needs. Platforms & tools Multi-currency and multi-asset Swiss Bank account with Swiss IBAN Direct access to global markets Online transactions for the majority of listed products: Equities, bonds, funds, ETFs, options and futures, structured products, fiduciary......

relevant regions
Mountain View, CA, United States

Broker-Dealer

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

relevant regions
Dover, DE, United States

Broker Dealer Copilot

At its core, Broker Dealer Copilot serves as a virtual assistant, providing real-time insights, personalized recommendations, and streamlined workflows for broker-dealers and their teams. By integrating seamlessly with existing systems and processes, it enables broker-dealers to optimize client interactions, improve decision-making, and deliver exceptional service. Broker Dealer Copilot offers a range......

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Chicago, IL, United States

Brokereach.com

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

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Sydney, NSW, Australia

Broker Solutions

Enhance your outcomes Providing shadow brokers, financial planners and ASX brokers with the ability to provide clients with a best of breed reporting and trading facilities across the complete spectrum of assets classes. Strengthen the value add to clients and provide greater flexibility around revenue generation for the business. A fully customised white......

relevant regions
Clearfield, UT, United States

Bucket Bliss Advisor

The balance sheet The balance sheet gives you an opportunity to summarize your client's complete financial picture. You can track cash accounts, investment accounts, and even calculate what the future value of an account will be at retirement—with and without additional contributions. You can track balances for several account reviews to......

relevant regions
Thawill, Switzerland

Business Integrator

The modular concept of our highly flexible software Business Integrator enables fast and quick connections to your custodians and market data providers. For various custodians we offer out of the box, plug and play plugins.  The Business integrator analyses and process incoming data and delivers it to the target systems in......

relevant regions
Amsterdam, Netherlands

BUX ZERO

Zero commission That’s right! With BUX Zero you can actually invest commission-free! Zero hassle You can become a shareholder in no time at all. Download the app, create your account and pick the companies you want to invest in. Safe & guaranteed Your money is stored safely at ABN AMRO Clearing and under the conditions......

relevant regions
Talinn, Estonia

Buy & Sell Bitcoin

Buying and selling bitcoin can be a daunting process. You deserve a personalized experience and that is what you will receive with us. Bitcoin Reserve puts a strong emphasis on maintaining exceptional service by providing a responsive team for any inquiries, highly competitive fees, and quick settlement times as a result......

Talinn, Estonia

Buy & Sell Stablecoins

Stablecoins provide an alternative transport method for fiat currency, such as USD and EUR. With stablecoins, you can transfer fiat currency around the world in a peer-to-peer fashion 24/7. Convert your fiat currency into one of the major stablecoins Redeem your stablecoin balance back into fiat After going through an efficient onboarding process......

Limassol, Cyprus

Cadmos Tokenization Platform

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

relevant regions
New York, NY, United States

Cadre

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

relevant regions
New York, NY, United States

Cadre Direct Access Fund

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

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Sydney, NSW, Australia

CalibreRMS

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

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Vancouver, BC, Canada

Canalyst

Created by investors, for investors Immediate access to our platform of robust, accurate, fully-functioning equity models — on nearly every North American company — enables you to uncover more investment opportunities in a fraction of the time. Models are built and updated by our 60+ person research team, backed by sophisticated technology,......

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New York, NY, United States

Canoe

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

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Singapore, Singapore

CapBridge

The CapBridge platform efficiently tailors specific deal types to each investor, showing them only the deals that meet their investment criteria. Our platform also integrates useful tools that optimise time and resources. These tools include dynamic profiles, engagement tools, due diligence facilitation, deal flow management, secure data-room, and dashboards.Our innovative......

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......

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Chicago, IL, United States

Capital-Raising

To fulfill your capital-raising mandate, you need to be able to gather, view and analyze pipeline data in real-time. Only by doing so can you prioritize opportunities, drive efficiencies and maximize outcomes. Benefits Track, monitor and manage capital pipelines and associated activities on the fly Focus on the most relevant, winnable opportunities by......

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Madison, WI, United States

Capital Valuation Group

For more than 45 years business owners and business advisors have turned to us to understand, increase and unlock the value of closely held businesses. We recognize that financial advisors and business advisors frequently enter into planning paralysis with business owners because they lack an answer to a key question: “what......

relevant regions
Manhattan Beach, CA, United States

CapLinked

The CapLinked virtual data room difference World-class security We are the most secure VDR and document management software on the market. We are SSAE16 Type II and ISO 27001 certified with private and permission-based workspaces that are easy to use and fully configurable. Always on customer service Our world-class technical specialists understand the urgency......

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Sydney, NSW, Australia

CapRaise

$15.9B family office capital to be invested 114 family offices using CapRaise 9 Live deals searching for capital $680M total capital to be raised Invest The family office deal pipeline is curated based on your preferred investment criteria. How it works? Set your own deal criteria Family Offices can create deal queries outlining what types of deals they're specifically looking......

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Dublin, OH, United States

Capstone College Partners

Changing the way America shops for college The College Aid Pro™ software application is a state of the art college funding tool for financial planners. This all-in-one tool is empowering advisors to deliver college planning strategies to their clients in a seamless way. We’re taking the hassle out of college planning......

San Francisco, CA, United States

Carta for Investors

Spend less time managing your fund, and more time investing Streamline your back office Spend more time working with companies, and less time managing the details of equity, compliance, and accounting. Manage investments securely Accept securities and access cap tables from the 10,000+ companies on Carta, in the same place you manage your portfolio. Access......

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Ingersoll, ON, Canada

Cascade Enterprise

Easily identify the need for permanent life Insurance Run complex scenarios and highlight how life insurance and annuities can provide tax-preferred savings for clients with excess annual income. Almost half of retired Canadians (48%) are worried they will outlive their savings; this percentage rises to 74% for those not retired yet. Cascades......

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London, United Kingdom

Cashfac for Asset and Wealth Management

Relative to other aspects of the financial services industry, the asset and wealth management industry seems to be performing well through the COVID-19 pandemic. However, the sector continues to be challenged by changing consumer preferences, technology advancements, increasing service delivery expectations and stringent regulatory requirements. The COVID-19 pandemic has certainly increased......

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London, United Kingdom

Cashfac for Banks

Designed for corporates. Delivered by the bank. Our virtual accounts platform helps banks attract new clients, increase customer retention, increase deposits and drive transaction fees. For the bank’s corporate clients they provide functionally rich, highly relevant cash management solutions that deliver a significant ROI. Our platform bridges the gap that traditionally......

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Sydney, NSW, Australia

Cash Market

Safe, secure and in control Security of personal information and transactions is of the utmost importance to Income Asset Management. We store everything on a remote server with bank-level security and data encryption. No fees are paid by you to Income Asset Management. Your money goes directly from you to your chosen provider and is never held......

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Ashburn, VA, United States

Celeriti™: Enterprise Banking & Lending Software

Celeriti is DXC's end-to-end suite of SOA-based enterprise software for banking, cards, payments and lending. Celeriti gives financial services organizations of all sizes the latest technology at a lower cost of ownership. With Celeriti you can gain speed and certainty, and: Expand delivery channel capabilities Ensure a seamless customer experience Achieve a flexible, easy-to-integrate......

Portsmouth, United Kingdom

Centology

Many businesses hold historical data across multiple systems, making the tracking and finding efficiencies incredibly difficult. At Centology we have built a software platform that can collate all that data in one place. Centology offers a fully interactive experience for all, so that having all your data stored within one......

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Huddersfield, United Kingdom

Centra

We asked advisers what they would like to make things a little easier. Our members told us they wanted : Efficiency in the advice process A seamless link from financial planning to research and suitability reports Greater support in making suitable investment recommendations and Support to deliver a better customer experience With this in mind, we......

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London, United Kingdom

Centαur

Centαur: At a glance Centaur delivers technological capabilities with human expertise in one single package. Finally, a solution that truly aligns with the family office’s objectives and empowers the in-house team’s decision making process. Sounding board to CEO/CIO Optimizing internal cost structure Complementary to existing advisors Independent and impartial Products & services FinTech palette Independent investment research Access to experienced......

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Cary, NC, United States

CFS for Financial Advisors

Parents want to provide for their children's college education. They want happy, successful children, but they're feeling the squeeze of paying for college while keeping retirement planning on track. The rapid change in the college funding landscape over the last 20 years has necessitated a new college planning paradigm for financial......

Cary, NC, United States

CFS for Financial Organizations

Help families with college-bound children make better-informed college-planning and funding decisions and reduce their out-of-pocket college costs via the customized EZ College Planning Report Increase revenue. CFS helps your institution drive new revenue (insurance, investments, loans, etc.) by providing the context, rationale and action step for relevant products and services Differentiate your organization from your competition Flexibility -......

relevant regions
Simi Valley, CA, United States

CFS Tax Software

CFS Tax Software, Inc. is a leading developer of tax utility software for tax professionals. Each year, over 30,000 tax and accounting firms across the United States trust CFS for affordable, high-quality, and reliable software. TaxTools, our flagship product, is the best-selling program of its kind. Our Payroll System suite of......

St Peter Port, Guernsey

Charities

Why is it so difficult to have confidence that you are getting the best return from your investments? The objective of investing is to get the best return.  In fact, it’s a bit more complicated; you want the best return available without taking too much risk. Our charity team works alongside CEOs,......

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Atlanta, GA, United States

CharityVest

Here's how a giving account works Donor-advised funds allow you to consolidate your giving to one place, grow your balance through investing, and recommend gifts to eligible charities at any time. Donate into your account - Contribute cash or stock with full tax advantages on one annual tax receipt. Grow your giving power......

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London, United Kingdom

Charizone Charity Reports

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

relevant regions
Burlington, MA, United States

Charles River Wealth Hub

The Charles River Wealth Hub enables wealth managers to automate and streamline communication with sponsors. Rather than relying on email and learning multiple user interfaces to upload information separately into each sponsor’s platform, managers access a single dashboard for all communications, where they can securely distribute account and model updates......

San Francisco, CA, United States

ChatGPT Enterprise

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

relevant regions
Westport, CT, United States

Children & Wealth

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

relevant regions
Seattle, WA, United States

Chrome Extension

Save time Highlight and right-click on an entity, instantly scan a news article or search within the extension to uncover hard-to-find information (like a company‘s valuation or an executive‘s contact info) without leaving your current window or tab. Streamline your workflow Get all the information you need in one place. Your search history......

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London, United Kingdom

CityFALCON.ai

Global coverage Build your watchlist to get personalised stories or get trending stories for the asset classes you track. Our coverage includes stocks, commodities, foreign exchange, indices, bonds, sectors, cryptocurrencies, countries, and more. News, analytics and research Access news stories, analytics, and research for your portfolio and watchlists. Easily create new watchlists with your topics......

relevant regions
London, United Kingdom

Clearing

Connect to UK payments, whatever your chosen scheme We built the API connection direct to the schemes, so you don't have to. Meet your customers' expectations for speed and ease by giving them access to real-time payments. Say goodbye to batched payments and messy processes. Money moved internationally, with ease Our multi-currency clearing lets......

relevant regions
San Francisco, CA, United States

Clearing

Many challenging market requirements impact clearing members and participants, from front to back to risk. These include supporting CCP and FCM connectivity, adapting to changing regulatory and client reporting, managing complex segregation models, and complying with new margin methodologies, clearing cross-margining, and netting and compression programs. An integrated OTC and ETD......

relevant regions
New York, NY, United States

Clearnomics

Discuss markets with confidence. Clearnomics is a technology platform that arms advisors with the market insights that matter most to clients Whether you’re an individual advisor, run a large RIA, or manage an advisor technology platform, we have a solution for creating polished, customized market insights at the click of a button....

New York, NY, United States

ClearVest

ClearVest services independent wealth managers seeking opportunities in the private investment space.  Our unified technology platform streamlines the process from research to execution.   We operate as a fiduciary, providing you with a true partnership. Solutions Access Challenge High minimums and non-transparency frequently deter investments. Solution ClearVest takes a three prong approach to accessing alternatives. We strongly believe......

relevant regions
Chester, United Kingdom

CleverAdviser

Innovative fund-selection and monitoring, using data-driven analytical technology. CleverAdviser offers IFAs an investment service that uses algorithms and data, rather than human instinct and emotion, to help IFAs recommend decisions on fund selections for their clients. By analysing millions of pieces of fund data per month, our system removes the possibility of......

Basel, Switzerland

clevercircles

With clevercircles you can manage your own portfolio with the cheapest ETF and index funds. You can put together your own index portfolio from CHF 10,000 and follow the development. Every two months you can review your strategy and compare it with others, adjust it for free or rebalance. Self-determined wealth......

relevant regions
Auburn, CA, United States

Client Acquisition

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

relevant regions
Auburn, CA, United States

Client Engagement

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

relevant regions
Montréal, QC, Canada

Client Engagement Automation

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

relevant regions
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
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
Abingdon, United Kingdom

Client Suitability and Appropriateness Checks

Suitability and appropriateness, as applicable, has to be assessed against a clients’ investment knowledge, their experience, their financial status and their investment objectives. In order to be compliant, investment firms have to obtain the necessary information from clients based on their classification, the service they want to receive and the......

relevant regions
London, United Kingdom

Climate Intelligence

Climate risk is business risk Our changing climate threatens every physical asset and natural resource our world depends on, costing us billions today and affecting every enterprise around the world – a figure projected to cost trillions in the near future. Humans have made billions of uninformed climate decisions over the last century.......

London, United Kingdom

Closir

Reach a global audience of investors Target and access the entire EMEA investment community of 5,000+ mutual funds, hedge funds, sovereign wealth funds and family offices, and better understand their investment criteria. Quickly plan and fill roadshows anywhere Find out where investor interest is concentrated and quickly fill the meeting agenda using a......

Copenhagen, Denmark

Coherra

Who we are Mission Creating the financial open platform of the future. Vision Making a whole new financial digital world. What? Give all current and coming participants access to a scalable financial global platform with unrealised investment opportunity. Why? The next generation of investors bring new attitudes and expectations to the financial world – they demand transparency, accessibility, agility, visibility, quality andaccountability.   How? Introducing a financial investment ecosystem that brings people from the......

relevant regions
Canterbury, United Kingdom

CoInvestor Platform

CoInvestor is an alternative asset investment platform enabling advisers, paraplanners and sophisticated investors to evaluate, allocate and monitor a diversified portfolio - all in one place.  Our platform offers a marketplace of tax-efficient and private equity investment opportunities, each detailed with in-depth product and manager information, documentation and a straight-through digital......

relevant regions
San Francisco, CA, United States

Collateral, Margin & Securities Finance

The growing need to integrate the collateral function with the treasury and capital market trading solution is driven by new pricing, hedging, and counterparty risk best practices, and by larger regulatory frameworks including UMR, SA-CCR, and SFTR. Facing increased demand for non-cash collateral, firms also urgently need to optimize inventory......

relevant regions
Soborg, Denmark

Collection Management

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

relevant regions
Dublin, OH, United States

College Money Report

Wondering how to grow your practice through college planning? Our College Money Report helps advisors attract college-bound families, gather key data and information to determine whether they’re an ideal client fit, and convert them into loyal clients. This simple tool is easy to install on your website and immediately solidifies your......

relevant regions
Krakow, Poland

Comarch Wealth Management

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

relevant regions
Oslo, Norway

Company Data

One such data service is company data, where we help provide company information such as: LEI-codes Issuer registration number Business type Region / domicile Sector / sector codes Industry class / industry class codes Contact information Etc. ...

relevant regions
London, United Kingdom

Company Watch

For organisations looking to move from periodic KYC checks to an event-driven approach, Company Watch automates the detection of material changes to company data without the need for extensive manual intervention. Our service takes the pain out of perpetual KYC by reducing cost and effort and acts as a critical......

relevant regions
London, United Kingdom

Compass

Based on over a decade of scientific research combined with practical, real-world insight into risk profiling and client engagement. Compass combines: people’s willingness to take risk (risk tolerance), with their changing ability to take risk (dynamic risk capacity), informed by their behaviours (emotional comfort), and knowledge and experience formed over time. We can: Help you embed a robust, evidence-based......

relevant regions
Dublin, Ireland

Conexim Platform

Conexim is a member of the Irish Life Group of companies, and a subsidiary of Great-West LifeCo Inc who are one of the world’s leading life assurance organisations. Conexim, established in 2010, is a market leading open architecture Investment Platform, providing a range of investment solutions to the intermediary market and whose offering......

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
Winnipeg, MB, Canada

Conquest Planning

The ethos of Conquest Planning is to get more people into financial plans. Our application empowers advisors and planners to build plans faster, in collaboration with their clients, with a higher degree of accuracy, while furthering financial literacy through a living and continuous action plan. A flexible platform Don't spend hours manually......

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
New York, NY, United States

Co-Pilot

Co-Pilot Order Management Manage your multi-asset (equities, mutual funds, options, futures) end-to-end trade order management lifecycle including order upload, order blocking, manual order entry, dynamic order routing, inclusion of execution instructions, algorithmic trading and more. Co-Pilot supports all major order types, connectivity to over 100 executing brokers and destinations, transmission of commission......

relevant regions
London, United Kingdom

Copper Platform

Fully integrated with 15+ exchanges Simple portfolio management & reporting Seamless integration with offline vault The Copper platform integrates revolutionary custody architecture with effortless trading, giving institutional investors the ability to offer digital assets, easily and at a low cost. Trading features An institutional platform, with hot and cold storage, enabling digital asset trading and management in one place. Multi-logins......

relevant regions
Arlington, TX, United States

CORE 2.0™

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

relevant regions
New York, NY, United States

Core LiveWealth

Multi-custodian aggregation Cora LiveWealth automates all forms of data gathering, digitization, and normalization. Powerful analytics and reporting A portfolio analytics engine provides industry-standard performance reporting models. Multi-custodian aggregation Cora LiveWealth automatically extracts data from most major international custodians, and creates a normalized view with 100% accuracy. Robust performance and risk analytics The system's analytics engine delivers customized......

Singapore, Singapore

Corporate Actions

Wealth Intelligence's Corporate Action solution will improve your corporate actions data, ensuring no event is missed or erroneous information provided to and acted upon by internal decision makers or external clients. It will provide processing visibility against workflows specific to any event type, ensuring compliance to best practice and adhesion......

relevant regions
New York, NY, United States

Cost Basis

Silver Cost Basis is the modern enterprise-class solution that does cost basis right. Use existing data formats Get cost basis before market open Operate efficiently and effectively  Reduce total cost of ownership Go beyond compliance Provide cost basis clarity ...

relevant regions
Chicago, IL, United States

Countercyclical

Craft insightful valuations, collaborate in real-time, and work securely all in the same place. Capture the entire flow of your investment lifecycle while keeping everyone at your company on the same page. Founded in 2022, our mission is to empower investors with tools to discover the world’s value....

relevant regions
Hartford, CT, United States

Covr Advisor

The co-branded dashboard allows the advisor to easily select the needed product, whether life, long-term care or disability coverage, compare products and premiums, and complete the process online in minutes. Accessible from the dashboard are innovations like the long-term care estimator, which allows advisors to see immediate, customized, side-by-side quote comparisons,......

relevant regions
Hartford, CT, United States

Covr Insights

Advisors and institutions can grow their business and revenue by better addressing client needs and protecting them from unforeseen risk. Covr Insights helps prevent policy expirations and lapses, helps advisors and keep pace with clients’ life changes. Effectively manage and efficiently serve your current under-managed life insurance blocks with Covr......

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
Durham, NC, United States

Credible

We bring simplicity, choice and unbiased support to all of life’s important financial decisions with credible borrowers are always in control. We let you compare personalized loan offers from multiple vetted lenders, giving you the power and confidence to improve your financial future. No fees We'll never make you pay for using our......

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
Immenstaad, Germany

Credit Risk Platform

Credit risk analysis and management on a secure, cloud-based platform Sound practices and tools for credit risk management are essential to the long-term success of banking organizations and financial services providers. The Credit Risk Platform enables the analysis of credit risks, the automation of lending and decision-making processes as well as......

relevant regions
Seattle, WA, United States

CRM Integration

Reach out at the right time Say goodbye to a static list of leads. Take your existing CRM to the next level with actionable, in-depth data on private market transactions that shows you who to contact—when. Make conversations count Inform and personalize interactions with clients by accessing the latest news and key details on companies,......

relevant regions
New York, NY, United States

Cross Border

Why the need for Droit’s Cross Border As clients become more mobile and global, advisors need to navigate the latest cross-border rules (often sourced from detailed country manuals) and institution-specific policies to provide the best, most relevant investment opportunities in a timely manner. Additionally, a constantly changing landscape of requirements within the......

relevant regions
Chattanooga, TN, United States

Cruise Control

Best for advisors that want more clients without the additional marketing effort. For advisors Cash flow mapping This easy-to-use software simplifies your processes, qualifies prospects quickly, and creates efficiencies. Personalized onboarding Sit back and relax, let us do the heavy lifting. Personalized onboarding will ensure you're set up for a simpler, more scalable process. 1-on-1 on-going......

relevant regions
Neuchatel, Switzerland

Crypto ATMs

Our Crypto and Bitcoin ATM network offers anyone, of any experience level, the ability to instantly and securely buy and sell bitcoin or litecoin, and buy ether or monero, with Swiss Francs (CHF) and Euro (EUR) at physical terminals in Switzerland. Our kiosks are currently operational in Zurich, Zug, Winterthur,......

relevant regions
Singapore, Singapore

Crypto.com App

Buy Bitcoin and 250+ cryptocurrencies with 20+ fiat currencies Access, manage, and spend your funds anytime with the Crypto.com Visa Card...

Neuchatel, Switzerland

Crypto Exchange API

Open API - free, with no permission needed to get integrated. Fully compliant fiat on/off ramps without KYC. Profit sharing opportunities for those who partner. Detailed documentation for a smooth integration process. Fiat on/off ramps made simple As long-time contributors to the crypto ecosystem, we believe that mass adoption can only happen once there are......

relevant regions
London, United Kingdom

Crypto Fund Platform

Our crypto fund platform is built on the robust Enzyme protocol, which provides access to digital assets and DeFi from one simple, unified app. Thanks to the operational and administrative innovations of on-chain asset management, our model offers: A reduction in the total expense ratios of funds by 80% or more On-chain......

relevant regions
Hong Kong, Hong Kong

Crypto Lending and Borrowing

With the number of cryptocurrency holders growing rapidly across the globe, the demand for cryptocurrency deposits and loans service is also booming. Babel Finance provides secure, reliable, and flexible deposit and loan services for global miners, cryptocurrency holders, individual and institutional investors to preserve and increase the value of their......

relevant regions
Hong Kong, Hong Kong

Crypto Prime Service

Babel Finance Crypto Prime Services provide institutional customers with efficient and accurate transaction execution services, with one account connecting multiple trading platforms, realizing cross-platform margin sharing and funding services to greatly improve the efficiency of your capital utilization. All trading and transactions are based on cryptocurrency. ...

relevant regions
Dublin, Ireland

Curator

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

relevant regions
Vaduz, Liechtenstein

CurioInvest

Investing in fine automobiles was a headache. Not anymore. A team of experts research and source rare, investment-grade collectable cars. We only select competitively priced cars which have the potential to increase in value over time. All the key information about the vehicles is available on the CurioInvest platform (including......

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
Wilton, CT, United States

Custodial Agg

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

relevant regions
Bath, United Kingdom

Custody and Investment Technology

At a glance Our modern investment infrastructure Affordable custody - Safeguard your clients’ cash and assets, for a max cost of 10bps. Trading & settlement - Leave us to route and settle investment orders in the market. Investment tech - Key functionality to underpin advised or D2C investment platforms. Wrapper administration - Access a growing range of......

relevant regions
Wan Chai, Hong Kong

Customer-Direct

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

relevant regions
London, United Kingdom

Custom Index Calculation

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

relevant regions
Excelsior, MN, United States

Custom Model Design

How it Works Initial consultation: we start by understanding your unique goals and preferences as a financial advisor. Custom models designed: we skillfully blend strategies into unified, cohesive models that meet your clients' needs. Personalization: investment models are tailored to reflect your brand identity and resonate with your clientele. Ongoing support: access supporting collateral,......

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
New York, NY, United States

DarcMatter

Join a growing network of high net worth individuals, family offices, financial advisors, and institutions to access a comprehensive range of screened alternative investments. Select your investment preferences to streamline sourcing and recommendations To simplify your search process, DarcMatter employs an algorithm to see which alternative investment opportunities featured on the platform......

New York, NY, United States

Dasseti Collect

Why does your due diligence or research team need Dasseti Collect? Get the information you need, fast Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Never miss another warning sign again Set your own pre-defined flags and alerts to track risks within funds or managers. Do due diligence your way Dasseti Collect......

relevant regions
New York, NY, United States

Dasseti ESG

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

relevant regions
New York, NY, United States

Data

Data Direct feed by asset class Analytics Issuer-centric analytics Indexes Design for your strategy...

relevant regions
Bloomington, MN, United States

Data

Broker-dealers and RIAs receive and process financial data from a myriad of sources. Sources include clearing providers, direct business (“check and app”), and third-party marketers. This data comes in various formats due to a lack of industry standardization. Firms need to transform this data into a consistent and accessible structure......

relevant regions
Stamford, CT, United States

Data Aggregation & Analytics

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

relevant regions
London, United Kingdom

Data and Analytics

ESG data solutions Making sustainability data more accessible. Our ESG Data Solutions enable company and portfolio-level analysis with ESG data for more than 25,000 companies. Fund Scores A suite of transparency tools to assess the sustainability performance of funds globally. ESG Book offers scores for over 35,000 ETFs and mutual funds, covering over 160,000......

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
Redwood City, CA, United States

Data Enrichment

More Meaningful Insights Accurate, enriched data can unlock invaluable opportunities to grow your business and increase customer satisfaction. Envestnet | Yodlee Transaction Data Enrichment (TDE) provides categorized & simplified transaction data that is highly accurate and easy to use in order to improve the customer journey and digital experiences. Envestnet | Yodlee’s data enrichment......

relevant regions
Singapore, Singapore

Datafeeds

Eurekahedge Daily Indices Datafeeds contain the whole suite of Eurekahedge Indices and are generated on a daily basis. Special request datafeeds are available to subscribers and may contain specific datasets which may cover fund details, NAV, AUM, instruments traded, 13F, travel plans and more. These custom datafeeds can be generated according......

relevant regions
Malmo, Sweden

Data Feeds

225 million macroeconomic, financial and sector times series from over 2,500 sources and 200 countries Rapidly growing set of point-in-time data with 15 million feedable series and counting True-to-source raw data with links back to the original source Flexible data frames that follow industry-standard open specifications for data delivery We deliver data to you......

relevant regions
Zurich, Switzerland

Data Management

Our proprietary tools and data models allow for efficient data capturing of data for structured products, mastering all challenges caused by the complexity of these kind of financial products (barriers, strikes, etc. based on product type). Additionally, we co-operate with SIX Swiss Exchange to assure the quality of the data......

relevant regions
Rotterdam, Netherlands

Data Room

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

relevant regions
Paris, France

Data Solutions

Our prioritary database encompasses +150,000 share classes and +800 life insurance products and accumulation products. Funds Powered by + 1,500 distinct sources, our proprietary database is for back, middle and front offices' uses. It covers several financial supports: funds, ETFs, life insurance products, REITs, private equity funds, structured products, etc. ESG dimension Since 2019, we......

relevant regions
Pittsburgh, PA, United States

Data Technology & Services

Performance & Analytics - Performance, attribution and composites From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies. Risk - Multi-asset risk management and analytics As......

relevant regions
Utrecht, Netherlands

Data Tunnel

The problem - Inaccessible data We live in a big data world, but many organizations are unable to realize the value of the datasets they possess owing to the difficulties in buying and selling data. Datasets can be hard to monetize Data becomes siloed and unavailable Current datasets come in different formats Once sold, firms......

relevant regions
Chicago, IL, United States

DBRS Morningstar®

On July 2, 2019, Morningstar, Inc. completed its acquisition of DBRS to expand global asset class coverage and provide investors with an enhanced platform featuring thought leadership, analysis and research. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the......

relevant regions
New York, NY, United States

Deal-by-Deal Investing

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

relevant regions
Singapore, Singapore

Dealflow

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

relevant regions
Chicago, IL, United States

Deal Pipeline Management

Deal teams are constantly exploring, researching, and assessing potential deals to identify the best investment opportunities that drive the greatest return. Backstop’s platform combines data, document, reporting, and pipeline management capabilities to help deal teams review and assess opportunities with speed and accuracy. Benefits Monitor and optimize the progression of investment deal......

relevant regions
Bergen, Norway

Deep Alpha

Deep Alpha - Advisor Solution (DAAS) is a solution for financial advisors to assess customers' risk and document the advice given to them. The solution provides the advisors an interface to capture information about the end client, document the risk assessment, and produce investment advice. Deep Alpha is a web......

relevant regions
Haddenham, United Kingdom

Defaqto Engage

Whether you are an adviser or a paraplanner from an independent, SME or large advice firm, whether you are directly authorised or an appointed representative, Engage - our investment planning software solution - has something to offer you.  Accumulation, decumulation and research workflows Engage has a variety of workflows, with each one......

Oslo, Norway

Default & Recovery Database

Every corporate action event gets evaluated and applicable events get described and merged into a dataset containing detailed issuer, security and event information including twelve months trailing default rates and recovery rates. The database is accessible via Stamdata.com and through our Stamdata data feed, easily configured for your financial system. The......

relevant regions
Utrecht, Netherlands

DeFi Terminal

The problem - Unsatisfactory liquidity mining programs Liquidity mining is a focal point of DeFi, but each new project builds their own programs, taking away team resources and introducing potential security issues, while leaving users with multiple positions and no easy way to manage them. No easy white label liquidity mining program available Building......

relevant regions
Cardiff, United Kingdom

Delio Core

Acting as an end-to-end digital infrastructure for all of your private markets activity, Delio’s private markets technology is configured around your specific operational, commercial and regulatory needs. This means that investment origination, distribution, transaction management and reporting are all integrated seamlessly into elegant workflows that reduce operational friction, improve regulatory......

relevant regions
Cardiff, United Kingdom

Delio Structuring

Drawing on decades of private markets investment structuring experience gained at some of the world’s most prestigious investment firms, our team of experts will work in partnership with you to advise, guide and digitally deliver a structuring solution that meets the specific needs of you and your investors.   We offer a......

relevant regions
Cardiff, United Kingdom

Delio Vaults

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

relevant regions
Malmo, Sweden

Desktop Solutions

We offer three options for our data and analytics All solutions give you access to our entire database of macroeconomic and financial time-series data. Choose the one that best suits your needs and those of your teams. Core Macrobond Core combines data with built-in analytics that enable you to quickly analyse the information,......

relevant regions
Zurich, Switzerland

Desygnate

Digital securitization of assets on the blockchain provides greater access to capital, increases efficiency of capital raising, and automates corporate housekeeping processes such as maintenance of share registry and execution of corporate actions. For investors, it offers the exploration of investment opportunities when they are first brought to market....

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
Sydney, NSW, Australia

Digital Advice Solution

Change is here As the finance sector embraces the digital age, advances in technology are compelling people to seek new and unique methods of undertaking investment plans and attaining financial advice. There is now a generation of advice seekers that don’t want the first point of contact to be a face......

relevant regions
Paris, France

Digital Distribution Platform

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

relevant regions
Geneva, Switzerland

Digital for Wealth

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

relevant regions
New York, NY, United States

Digital Investor

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

relevant regions
New York, NY, United States

Digital Portfolio Developer

Able to analyze more than 20,000 funds at the holding level, this ground-breaking technology uses deep data analytics to evaluate the existing portfolios in order to provide solutions designed for financial professionals. Optimize portfolios to seek specific outcomes, such as solving for income, reducing volatility, increasing perfomance potential or minimizing fees Analyze exposures by......

relevant regions
London, United Kingdom

Digital Solutions

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

relevant regions
Bath, United Kingdom

Digital Tax Wrappers

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

relevant regions
West Hollywood, CA, United States

Digital Wealth

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

relevant regions
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
Seattle, WA, United States

Direct Data

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

relevant regions
London, United Kingdom

Direct Investing Module

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

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

Door

Door is a collaboration between leading fund investors and asset managers to solve common problems. Together, we created the digital interface to access up-to-date and standardised fund due diligence information. Why Door exists for asset managers Streamlining Responding to due diligence questionnaires is intensive and repetitive work. And the workload is growing - some......

San Francisco, CA, United States

DreamFunded

Who we are: We have a very strong founding team growing DreamFunded into one the premier equity crowdfunding platforms in the new crowdfunding landscape. Our co-founders have extensive backgrounds in angel investing, venture capital and startup curation and our tech team comes from the best companies and universities in the world.......

relevant regions
Munich, Germany

Due Diligence

Tap the most comprehensive and accurate private equity fund performance data to deep dive into GP track records and operational KPIs of your potential investments to understand what drives performance and hidden risks. Securely share your private market data Leverage fully encrypted and confidential data rooms that unite GPs and LPs. Access......

relevant regions
Biot, France

Due Diligence Analysis

Why Trackinsight? Depth, detail, and dedication Trackinsight, with its decade-long expertise, access to exclusive information, and robust global relationships with ETF issuers, provides a thorough and detailed due diligence framework, giving you an all-encompassing 360-degree perspective on any counterparty you decide to engage....

relevant regions
New York, NY, United States

DWA Research Platform

Make smarter investment decisions with help from the Nasdaq Dorsey Wright DWA Research Platform. Our research platform is a complete technical analysis solution. The DWA Research Platform is a comprehensive research solution for advisors—from broad market insights, portfolio management tools and investment models—to custom rankings and alerts for securities, ETFs, Indices......

relevant regions
Ashburn, VA, United States

DXC Digital Model Bank

To survive in a hypercompetitive marketplace and provide customers a modern digital experience, community and regional banks need to digitalize their platforms and transform their operations. DXC Technology has partnered with SAP and Axxiome to create DXC Digital Model Bank, an end-to-end banking and financial platform that gives banks the......

Reading, United Kingdom

Dynamic Planner®

Dynamic Planner is a provider of market-leading wealth and financial planning technology, driving growth across vertically integrated and consolidated groups, networks and individual firms. It enables the delivery of: Scale – Anchored by Dynamic Planner, the biggest industry names have reported eye-catching results. Control – Drive conversion. Control the flow of client......

relevant regions
St Petersburg, FL, United States

Dynasty Investments

Dynasty Investments provides the research, tools, technology, manager access, and operations and compliance support for an RIA to offer its clients highly professional and scalable investment solutions. Our investment platform provides comprehensive support whether you choose to manage your own portfolio or outsource to our OCIO. Investment research & consulting Investment platform......

Zurich, Switzerland

e-AMIS

e-AMIS, the comprehensive asset management and information system, supports the entire investment process in portfolio management. Family offices, banks, asset managers and other financial service providers appreciate the wide-ranging functionality and intuitive nature of the software. With its flexible architecture and innovative technology, e-AMIS allows efficient management of investments. Portfolio......

London, United Kingdom

Earth Science AI

What is Earth Science AI? Earth Science AI is the pioneering technology that powers Cervest’s Climate Intelligence platform, EarthScan. We have fused artificial intelligence and machine learning with methodologies from statistical science and relevant physical science domains and modern scalable computing practices. This enables us, for the first time, to process, model......

London, United Kingdom

EDGE

Unlimited investors and deals Effortless company / deal uploads Private, FCA compliant, branded environment to manage deals and investors Complete control and visibility over deal and investor access Access to HUBX Network for capital or deal sourcing HUBX mobile app ...

London, United Kingdom

Edgefolio

Identify the best funds Edgefolio’s advanced search allows you to quickly identify the funds that best match your mandate. The tool comes bundled with rich data (from Morningstar®) on a wide universe of about 150,000 active and passive funds, including ETFs. Streamlined due diligence View interactive factsheets of the funds you’re interested in,......

Singapore, Singapore

eigencat

Client risk Goal based profiling of client, comparing to existing or new portfolios. Asset allocation Accommodate different investment strategy, benchmark and model portfolio. Product universe / selector An investment process that can select from all asset classes. Portfolio construction and rebalancing Automated portfolio construction and re-balancing based on financial modelling. Performance and risk analysis Dashboard of intuitive and innovative......

relevant regions
Edinburgh, United Kingdom

Elevate Platform

Why Elevate? Elevate is a simple, intuitive, easy to use platform, designed to be fully embedded into your adviser business or used on demand as a solution for a particular client need. One-stop shop: all core tax wrappers and investment choices to cover a large range of financial planning needs. Competitive price: excellent......

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
Woburn, MA, United States

Enchilada

Enchilada, the customizable web-based application, rolls up all the corporate events for 8,000 global equities in one convenient location. In addition, with the XML based Enchilada API, Wall Street Horizon clients have an efficient way to build applications around our 40+ data types, allowing extensive retrieval and manipulation of event data by stock......

relevant regions
Stockholm, Sweden

End Client Report (MiFID II)

Deliver best-in-class customer experience with tailored sustainability reports Save time - With one click, download reports of your clients' portfolios including mutual funds, ETFs, equities, and bonds Visualize - In simple graphs, help you clients understand the sustainability impact of their portfolios Course correct - Identify investments that deviate from your clients’ sustainability requirements Comply - Adhere......

relevant regions
Chicago, IL, United States

Enfusion Visual Analytics

By storing, mining and analyzing data across the entire investment lifecycle, we give you the interactive, visual analysis to untangle issues and quickly get insights to move your business forward. We enable funds to ask deeper questions and deliver more meaningful answers from their investment portfolio. Key features Data warehouse Secure data storage.......

relevant regions
London, United Kingdom

Engagement Tracker

Equipped with features to boost engagement Unlimited Engagements Timeline Log Voting Integration  Automated SDG Mapping Comprehensive Reporting Delivering Digital Transformation for Stewardship Effortlessly handle engagement data with your stewardship team through an intuitive interface. Get access to real-time dashboards for dynamic reports and streamline collaboration via automation and integrations. Driving impact with forward-thinking asset managers 15,000+ Portfolio Entities added......

relevant regions
Oaks, PA, United States

Enterprise Operating Platform for Investment Managers

A comprehensive investment operating platform designed to support all major asset classes and investment vehicles across diverse strategies and jurisdictions. You need to master an increasingly complex business. We provide organizations like yours with the advanced technologies; fast, accurate processing; satisfying client experience; and deep industry knowledge to help you do......

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
Wayland, MA, United States

Enterprise Risk Manager

SoftPak’s Enterprise Risk Management solution is unique in that it includes all standard and non-standard securities traded globally. It has better instrument coverage, simplified data management and a unified view of risk across all assets. Other systems do not cover private equity, real estate, infrastructure and other non-standard assets with......

relevant regions
Charlottesville, VA, United States

Enterprise Solutions

CFRA’s leading fundamental, forensic and legal research is built on industry-leading data that is now available through multiple channels that work the way you do. Online platform Access CFRA’s MarketScope Advisor at Advisor.marketscope.com Data feeds Easily ingest CFRA data through your own internal processes and within your workflow platforms Financial platforms Integration with third-party platforms...

relevant regions
London, United Kingdom

Envestry for Networks

Put your name on it Our platform is fully customisable, so you can benefit from all of the features, without sacrificing your brand. Change the logo, colours and load your deals and launch within 24 hours. Build deeper relationships with your investors With a built-in database, you can keep tabs on what makes......

Montreal, QC, Canada

EquiSoft Plan

Equisoft/plan Delivers Everything You Need in a Financial Planning Tool Affordable pricing White labelling features available for enterprise licenses Used by tens of thousands of independent advisors Available in a simplified Express version that works online and offline Build a Comprehensive Financial Portrait of Your Client With Integrated Guidance Right Time, Right Place Client Info Capture An intuitive......

Salt Lake City, UT, United States

EquityNet

Create your investor profile Create a profile with your investment criteria for yourself or your investment firm. The profile will help EquityNet’s software to find investment opportunities that might interest you. Browse businesses Use EquityNet’s patented technology to efficiently screen and analyze thousands of investment opportunities in minutes. Utilize novel analytics, business benchmarking,......

New York, NY, United States

EquityZen

EquityZen provides alternative investment opportunities in late-stage private technology companies. Now, accredited investors can get access to pre-IPO companies and proven startups. Typically, private investment opportunities were hard to find and curate for the average accredited investor. EquityZen works with private company shareholders to provide a range of investment offerings. We buy......

Edinburgh, United Kingdom

ERIC - Electronic Research Interchange

ERIC is the free to use independent platform offering access to a wide range of unbundled substantive research ERIC allows research providers to offer their services in a way that suits them ERIC assists asset managers with research budget setting and price discovery for their research needs ERIC is designed for the new......

San Francisco, CA, United States

ESG

Delivering innovation for differentiated ESG outcomes Global ESG data model - We enable agnostic data sourcing for usability across jurisdiction-specific regulatory regimes, eligibility / applicability rules, and business functions including buy- and sell-side perspectives. End-to-end risk management - We provide seamless data ingestion, an assessment engine and remediation workflow, and integrated model management......

relevant regions
Stockholm, Sweden

ESG

Integrate ESG analysis into your investment strategy Save Time - Easily tap into ESG metrics of 36,000+ companies and 210,000+ funds Discover - Instantly identify the top performers and laggards in your portfolios Course Correct - Benchmark each company’s data against industry peers Improve - Identify new investment opportunities that match your ESG investment strategy ...

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Norwalk, CT, United States

ESG Analytics

Uncover deeper insights with ESG Analytics, part of the Style Analytics solution. Gain an unprecedented ability to perform peer comparisons, identify ESG risks, ensure guideline compliance and identify unique portfolio characteristics. Partnering with top ESG data providers, our product saves you valuable time aggregating ESG data, exposures and risk of......

relevant regions
London, United Kingdom

ESG Analytics Platform

Investors need to keep up with ever-changing sustainability regulations and frameworks such as the SFDR which requires them to report on over 50 metrics at the portfolio level. Our platform acts as an automated ESG analyst team which can support investors through the whole ESG investment lifecycle and save them a significant amount of......

relevant regions
Dublin, Ireland

ESG Compliance

Discover how financial institutions can leverage existing processes, people and data for ESG, creating a single client view and driving real, tangible efficiencies. Manage Compliance and Reduce Risk - Future-proof compliance with upcoming additions and amendments to ESG-related regulations and standards, including SFDR, CSRD, EU Taxonomy, TCFD, GRI, ISSB, UNGC and......

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Zurich, Switzerland

ESG Data

Fighting climate change is one of the most important goals on the global political agenda, with social and governance factors also being hot topics. This has instigated a global shift in the financial sector towards sustainable investment strategies, and the choice for future-oriented investors is expected to keep on growing.......

relevant regions
New York, NY, United States

ESG Data Hub

Nasdaq's ESG Data Hub connects pioneering ESG data providers with the global investment community, providing ESG intelligence on otherwise unseen segments of global markets.  We are committed to operating sustainable markets and providing transparency behind the ESG practices of all key stakeholders across the financial ecosystem. ESG practices can be as......

relevant regions
Piscataway, NJ, United States

ESG Edge

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

relevant regions
Paris, France

ESG marketplace

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

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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
London, United Kingdom

Essentia Insight

The Essentia Insight service was designed for equity portfolio managers, discretionary traders and analysts – and the people who care most about helping them make the best investment decisions they can. It’s a data-driven feedback loop, comprised of both technology and human consulting, designed to measurably improve investment decision-making without creating......

London, United Kingdom

Essentia Note

Essentia Note makes investment journaling as simple as replying to an email, but its power lies in its ability to collect and securely store both structured and unstructured data about the investment process. Essentia Note takes the work you are already doing and turns each idea into a dossier – and into data that can be......

Provo, UT, United States

Estate Guru

What we offer - Attorney-approved documents Revocable trusts Last will & testaments Powers of Attorney Healthcare directives Funding guides Special needs trusts Pick your solution Advisors - Provide tailored estate plans and legally sound documents with attorney-guided software helping you every step of the way. Institutions - A solution that's scalable, seamless, and compliant. Perfect for prospecting and custom integrations. Attorneys - An......

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St Leonards, NSW, Australia

Estate Planning Software

You can now make estate planning a profitable addition to your practice offering because it's now possible to achieve rapid facilitation of even the most complex family and financial structures. Client discovery, education, live presentation tools, briefing document generator - all in one! Powerful and easy-to-use, there is nothing else......

relevant regions
Luxembourg, Luxembourg

Estating for Financial Advisors

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

relevant regions
New York, NY, United States

Estimize Platform

Sample size matters Estimize crowdsources earnings and economic estimates from 69,350 hedge fund, brokerage, independent and amateur analysts. By collecting estimates from a diverse community of individuals, we've built a highly accurate and representative data set of true market expectations. Contribute Anonymously Our contributors are a broad mix of buy-side, independent, and sell-side investment......

relevant regions
New York, NY, United States

e-SubDocs

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

relevant regions
London, United Kingdom

Etcho

Values Discovery Use our dynamic values-discovery to understand client interests, initiate sustainability conversations and build trust. Alignment Analysis Upload a portfolio to assess its alignment in the context of a client’s unique values. Discover positive and areas for improvement. Personalised Storytelling Access engaging, real-life stories from within the portfolio, fully customised based on your clients......

relevant regions
Toronto, ON, Canada

ETFbahn™

Discover the features and benefits of ETFbahn and give your business the leverage it needs to stay competitive. No development needed for Dealers Executing broker of choice for trade execution and custody: preferred partners with competitive pricing  Access to ETFs & expansion of product shelf to retain and attract clients Trade confirmations and tax reporting:......

Biot, France

ETF Compare

Additionally, starting from any specific fund's page is easy, with recommendations for relevant comparisons prominently displayed at the top. Enhance your analysis with these expert tips in Fund Compare: Place your cursor over a fund adjacent to the graph to emphasize its performance trajectory. Hover over any point on the graph to view......

relevant regions
Biot, France

ETF Data Services

Gain key analytics across ETF segments, funds, and constituents, covering risks, costs, performance, flows, factors, valuation, time series, ESG, and much more....

relevant regions
London, United Kingdom

ETFmatic B2B

Partnership models White Label Launch your own free standing, self branded Robo-Advisor complete with customized Android, Apple, and Web applications developed and managed by ETFmatic. API Integration Offer seamless Robo-Advisory services through your own front end by way of API integration. Own your product’s look and feel and add to your existing offering. Hybrid Incorporate a......

Biot, France

ETF Screener

Browse more than 10,000 ETFs using the worldwide ETF database from Trackinsight. Use the distinctive Thematic Taxonomy offered by Trackinsight to explore various themes and dig further into exposure standards. Then, sort the ETFs according to your preferred metric after filtering them based on specific attributes....

relevant regions
New York, NY, United States

Ethic for Institutions

We empower you to create custom enhanced index equity portfolios centered around your own proprietary sustainability lens. Custom solutions Create an enhanced index equity portfolio that is customized to your specific principles, values and sustainability goals. Our strengths Sustainability through data science We deploy cutting-edge data science and proprietary algorithms to analyze millions of data......

relevant regions
New York, NY, United States

Ethic for Investment Advisors

Create engaging conversations with your clients about their personal values while offering unique portfolios matched to their financial goals. Find your solution We help you create returns-driven, tax-efficient sustainable equity portfolios that align with your overall allocation strategy. Become a sustainability thought-leader for your clients, and engage them on issues that they......

relevant regions
Stockholm, Sweden

European ESG Template (EET)

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

relevant regions
Stockholm, Sweden

EU Taxonomy

Analyse your investments in light of the EU Taxonomy Save Time - Automate calculations of amounts and percentages aligned with the taxonomy framework Analyse & Discover - Identify the activities within your portfolio contributing towards a greener economy Visualize - Watch in graphics how the economic activities are aligned with the Taxonomy Comply - Complete your portfolios' taxonomy report......

relevant regions
Newbury, United Kingdom

EVAsset

EV Asset Allocation Research Our interactive asset allocation research supports your in-house analysis with valuable, independent insights that empower your investment process. EV Multi-Asset Allocations An optimised range of dynamic asset allocations can be replicated to build or manage your own multi-asset funds for various client objectives and investment terms. They can be......

relevant regions
Newbury, United Kingdom

EVDirect

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

relevant regions
Hong Kong, China

Events Calendar

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

relevant regions
New York, NY, United States

Everysk

Everysk is a New York based financial technology company and the leading provider of risk workflows. We were born from the firm belief that, regardless of the size of your firm and the complexity of your portfolios, having proper risk management is paramount for enduring business growth. This reliance is......

Newbury, United Kingdom

EVPro

Discover EVPro In today’s fast-paced world, the need for cutting-edge financial planning technology has never been more in demand. Staying ahead of your advisers' ever-evolving advice needs to keep up with client demands is critical to the longevity of your advisory business. Complex processes, arduous administration and static advised client bases are......

relevant regions
London, United Kingdom

Exchangepath

Regulatory changes introduced by the MiFID have driven the growth of alternative liquidity venues and systematic internalization services offered by brokering firms. These new market entrants, along with institutional exchanges, are now striving hard to compete for liquidity, trying to avoid being part of any subsequent consolidation phase. Venues endeavour to provide flexible, high-performance trading......

relevant regions
Princeton, NJ, United States

ExecPlan Express

Sawhney Systems is a leading developer of personal financial planning software. We have been providing software and related support services to the financial planning industry since 1976. Working with financial planners for over 3 decades is the foundation that helps us focus on the diverse needs of financial advisors. Our......

Melbourne, VIC, Australia

Execution Management System

We know it can be difficult managing trades across multiple markets, and having different systems for different tasks means you don't always get a comprehensive view of your orders. Iress’ Execution Management System is customisable, multi-broker, execution and allocation management software which makes trading easier. Manage orders seamlessly and efficiently across......

relevant regions
Wilton, CT, United States

Extraction as a Service

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

relevant regions
Boulder, CO, United States

Fabric

Fabric opens the risk dimension. Our platform empowers you with the knowledge and capability to harness risk’s potential and navigate life’s vibrant adventures....

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
Zurich, Switzerland

fairforecasts©

fairforecasts© is a novel quantitative approach to analyse big data and render smart data to assess the potential of investment alternatives. The applied scientific algorithm merges all sources of predictions, including the users’ view, to a unique risk-return forecast landscape. This research approach ensures insights with higher levels of prediction......

relevant regions
Zurich, Switzerland

fairvalues©

fairvalues© provides the basis for a consistent client advisory process which fulfills the regulatory requirements and allows the ongoing testing of investments regarding clients’ suitability and appropriateness. fairvalues© ensures a stringent and clear communication of investment information and monitoring of investment portfolios across the client base. The intuitive visualisation and......

relevant regions
Mountain View, CA, United States

Family Office

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

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
London, United Kingdom

FE Analytics

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

relevant regions
London, United Kingdom

FE Analytics & FinXL

Wealth of data at your fingertips The breadth and quality of our investment data sets us apart. Detailed information on our extensive range of onshore, offshore and international funds, as well as life, pensions, ETFs, investment trusts, equities and more, is at your fingertips through a single Microsoft Excel add-in. Market leading analytical functionality FinXL can......

relevant regions
London, United Kingdom

FE CashCalc

We're on a mission to develop an integrated suite of online financial planning tools specifically designed to help you and your entire financial planning process. From creating powerful lifetime cashflow plans with our award-winning Cashflow Modeller, to enhancing client engagement with our bank-level secure Portal, we're here to provide the......

relevant regions
London, United Kingdom

Fee Computation and Billing Software

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

relevant regions
Singapore, Singapore

Fencore DataHub

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

relevant regions
Singapore, Singapore

FenDQ

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

relevant regions
Singapore, Singapore

FenRecon

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

relevant regions
London, United Kingdom

FE Trustnet

Analyse the UK’s main investment vehicles FE Trustnet facilitates the analysis of unit trusts, OEICs, investment trusts, equities, offshore funds, ETFs, passive funds, structured products and life and pension funds. More insight at your fingertips You can access information about FE fundinfo’s comprehensive, independent ratings through the Trustnet site....

relevant regions
Tadworth, United Kingdom

Fidelity Adviser Solution's Platform

A service you can rely on As a privately-owned and independent company, we are able to make long-term decisions in the best interests of our clients. Financial strength – a strong balance sheet and liquidity position with Common Equity Tier 1 capital. Over GB£49 billion of assets under administration on the platform as......

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
London, United Kingdom

Fidessa

Equities trading is more complicated than ever. To grow your business, you need advanced technology that can unify your operations, simplify your workflows, and boost your efficiency. Whether you’re a boutique broker or a global bank, Fidessa gives you everything you need for equities trading in one, integrated solution. With sophisticated algorithmic......

relevant regions
Chicago, IL, United States

Fiduciary Advantage

Your Investment Fiduciary Partner An important part of running a sound practice is managing your time and your risk. Allow Envestnet Retirement Solutions to free up both by providing fiduciary support to your plan sponsors and their participants. Maximize your business, minimize your risk. ERS SCORE Methodology: Investment Selection Proccess The proprietary SCORE Methodology evaluates all plan Designated Investment......

relevant regions
Berwyn, PA, United States

FidX

FIDx delivers Active Annuity Management - bringing together Advisors and Insurers on the Platforms where they already do business – now that’s protection intelligently delivered. Delivering total financial wellness Integrated Planning FIDx has partnered with ENVESTNET MoneyGuide to offer guaranteed income and protection products to client financial plans empowering advisors to bring comprehensive......

relevant regions
Redwood City, CA, United States

finalytix

finalytix provides ultra-HNWIs, family offices and independent financial advisors (IFAs) increased transparency, cost savings and benchmarking of their financial portfolios. By identifying asymmetrical information through our proprietary technology, we help our clients preserve and grow their wealth, mitigate risks, realize savings, optimize holdings, and find better products and new investment opportunities......

St Peter Port, Guernsey

Financial Advisers

Tools and services to drive better investment outcomes Thousands of advisers use our data-rich insights to enhance their investment proposition and get better results for their clients. Whether it’s knowing the right questions to ask an underperforming DFM, or narrowing the field of potential investment partners, our data and powerful insights empower......

relevant regions
San Francisco, CA, United States

Financial Advisors for Small Business 401k

Easy 401k plan set-up and dedicated expert support since 1999. A Ubiquity Retirement + Savings™ 401k enables your small business clients to: Maximize their tax savings Lower their taxable income Integrate payroll and automate their plan administration Attract and retain valuable employees Partner with Ubiquity and help your small business, start-up, and solopreneur clients get......

relevant regions
Lexington, MA, United States

Financial Advisor Solutions

Total Client Onboarding From Risk Tolerance to Investment Policy Statement (IPS), it is a Total Onboarding Platform. It is also a powerful Client Communications Platform during market turmoil. Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, we are the first company to combine behavioral finance with analytics to......

relevant regions
Geneva, Switzerland

Financial Institutions

We have been the trusted partner of several prominent Swiss private banks, facilitating their onboarding of clients that required specialized and dedicated crypto-specific KYC/AML expertise which they delegated to alt. Your Benefits Clearing Agent Centralize and settle your transactional flow. Get operational overnight and provide your clients with an immediate access to digital......

relevant regions
Zürich, Switzerland

Financial Institutions

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

relevant regions
Copenhagen, Denmark

Financial Institutions

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

relevant regions
London, United Kingdom

Financial News and Research API

Search by tickers, names Get up to 10,000 stories per API call for stocks, cryptocurrencies by name or tickers, and for commodities, private companies, foreign exchange, indices, people and more by name. Search by countries, sectors, industries Based on geography where the user is located or sectors that may be interested in, you......

relevant regions
St Leonards, NSW, Australia

Financial Planner

Harness the power of interactive financial modelling to truly engage your clients. Features and tools: Online information gathering Client education tools Goals-based advice & scoping wizard Letter of engagement & ongoing service agreements Modelling calculators (20) Reporting & compliance Marketing tools CRM integration ...

relevant regions
Omaha, NE, United States

Financial Planning

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

relevant regions
Chicago, IL, United States

Financial Planning Solutions

As regulations and client expectations intensify, advisors must deliver more value more efficiently than ever before. Our financial planning solutions––backed by Morningstar’s extensive data and research––connect goal setting, risk assessment, and investment planning to help your clients reach their goals. Flexible ways to grow your business Our tools can integrate into your current......

relevant regions
London, United Kingdom

Financial Planning Solutions

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

relevant regions
North Sydney, NSW, Australia

FinClear iBROKER

iBROKER provides a holistic platform for all your broking needs by providing a broad range of functionality and interfaces including order & trade capture, automatic booking and settlement processes with the ability to automate as much of your processing as you require. Built with an enhanced graphical interface, iBROKER provides users......

North Sydney, NSW, Australia

FinClear TradeCentre

TradeCentre TradeCentre is our proprietary trading platform which supports all order types and provides multi-markets access to ASX, Chi-X and NSX. TradeCentre is a modern, java-based platform run in the cloud and built with microservice architecture which enables rapid, frequent and reliable delivery of large, complex applications. Key features All AU Order Types Operator......

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
Geneva, Switzerland

FinGraphs

Straightforward methodology FinGraphs focuses on the essentials of any technical analysis decision making process. It allows you to instantly assess potential Trends, possible Price Target zones and Risk levels. No previous experience with technical analysis is necessary to use FinGraphs. Markets in 3D all FinGraphs charts are presented over combinations of 3 time......

Milton Park, United Kingdom

FINIO

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

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
Santa Clara, CA, United States

FinMate AI

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

relevant regions
Tel Aviv, Israel

finnovest

Advisors increase clients' engagement. Clients enjoy better service. Brokerages & banks boost revenue. Finnovest is using mobile devices to fundamentally change the way investment advisors interact with clients. By enabling tailored advice and automatic execution ability to numerous clients simultaneously, advisors increase clients' engagement, clients receive better service, and brokerages &......

relevant regions
Preston, United Kingdom

Fintegrate

Delivering optimum client outcomes. Fintegrate’s intuitive technology has been designed to deliver optimum client outcomes in line with your firm’s own advisory model. A digital financial planning solution aligned specifically to your needs and preferences. Reduce complexity, time and cost. Fintegrate tackles key laborious and time-consuming areas of the financial planning process. Through......

relevant regions
Santiago, Chile

Fintree

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

relevant regions
Rockland, MA, United States

FINTRX Platform

Family office data & insights Detailed insight on each family office - including background, contact information, origin of wealth, investment interest, AUM and more.  Asset raising tools Leverage our custom suite of asset raising tools, each designed to optimize your prospecting efforts. Your custom filters, tasks, notes, and custom lists keep you organized for......

relevant regions
Bangkok, Thailand

FinVest

We foresee the problem that most Thai people do not have enough money until after retirement. and have no knowledge of investing at all We found that the main reasons why these people do not start investing are Think investing is difficult, afraid of investment risks, don't have time and think investing requires......

Harpenden, United Kingdom

FIXeed

The FIXeed general purpose FIX engine supports multiple FIX sessions and multiple concurrent versions of the FIX protocol either as initiator or acceptor. FIXeed is extremely easy to use and provides a number of options for application integration. FIXeed is directed towards buy and sell sides as well as towards technology......

relevant regions
New York, NY, United States

FIX Enterprise Software

Over the last 10 years, Flyer has earned its reputation as the leading provider of Saas-based enterprise trading software by providing the highest level of service and solutions for the global trading community. Our suite of software and tools help asset managers, broker dealers and exchanges enhance market visibility, accelerate......

relevant regions
Ashburn, VA, United States

Fixnetix Low Latency Infrastructure

DXC’s Fixnetix Low Latency Infrastructure solution provides global connectivity and lightning fast infrastructure to capital markets firms through its ultra-low latency backbone, consisting of over 40 data centers and access to over 90 key liquidity venues. DXC acquired Fixnetix in 2015. Originally founded in 2005, Fixnetix is an award winning international......

Ashburn, VA, United States

Fixnetix Trading Systems Outsourcing

The combination of front-office infrastructure, market data, and trading technology that a financial institution (FI) needs to compete in the capital markets space is costly and complex. Historically, FIs have taken an in-house approach to building all this out. Over time, however, all that has changed. Capital markets firms are now......

London, United Kingdom

Flagstone for Wealth Advisers

Flagstone’s cash deposit platform enables you to help your clients earn more interest income from the cash in their portfolios in an efficient, scalable, safe way. Flagstone provides access to hundreds of deposit accounts from 30 banks through a single application. By using the Flagstone platform, making a client’s cash work......

relevant regions
Great Neck, NY, United States

FlexAlgoWheel

FlexAlgoWheel is a next generation platform to allow electronic, low-touch trading desks to standardize, automate, and evaluate the trading process for their clients. Available as an add-on to their current OEMS, or, through our FlexTRADER® multi-asset order and execution management system (OEMS), FlexAlgoWheel allows low touch traders to design......

Great Neck, NY, United States

FlexFX

FlexFX is our award winning, algorithmic trading and execution management system for buy-side institutions trading FX. FlexFX offers advanced integration with OMSs, as well as fully integrated post-trade allocation solutions. Trusted by the world’s largest asset managers, FlexFX enables traders to manage and efficiently execute large numbers of orders (block......

Great Neck, NY, United States

FlexONE

FlexONE is our all-inclusive order/execution management system designed to facilitate and streamline the demanding trading requirements of the global hedge fund community....

Great Neck, NY, United States

FlexOptions

FlexOptions is a cutting edge order and execution management system for buy-side institutional options traders. Derivix-AM provides direct access to options exchanges, a wide array of broker and fully customizable algorithms, as well as advanced options trading strategies, such as dispersion, volatility and cross-asset trading. The system also features......

Great Neck, NY, United States

FlexTCA

Flex TCA is our transaction cost analysis and execution quality management solution offering historical analysis in trading portfolios and single securities across global equities, FX, futures and fixed income....

Great Neck, NY, United States

FlexTrader EMS

FlexTRADER is the industry’s market-leading, multi-asset execution management system (EMS) that encompasses all facets of electronic and algorithmic trading, and is trusted globally by tier-one asset managers and hedge funds trading equities, FX, derivatives and fixed income for its unparalleled performance, quantitative analysis and worldwide connectivity to liquidity sources....

Great Neck, NY, United States

FlexTRADER Fixed Income

As part of its unparalleled multi-asset capabilities, FlexTrade offers a comprehensive, open architecture, fixed income EMS for global buy-side institutions....

Indianapolis, IN, United States

FNEX

FNEX sources these opportunities from investment banks, managed futures brokers and direct from fund managers. FNEX is: Free: no membership cost.  Comprehensive: FNEX provides access to deals from a multitude of investment banks and fund managers Eefficient: investors can examine twenty offerings in the time it takes to conduct a meeting on one Connected: you......

Leamington Spa, United Kingdom

focus:adviser

focus:adviser is a regulated sales automation solution that supports multiple distribution channels across the full range of financial products and client needs. It improves productivity levels by freeing up advisers' time (up to 68% in some cases), and can increase the quality and audit of advice - some of our customers have......

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....

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Zurich, Switzerland

For Discretionary Asset Managers

Research Screen through more than 50,000 stocks, industries and sectors and identify new investment opportunities and risks. Portfolio Monitoring Discover trending events and monitor activity in your portfolio by spotting outliers. Validate House View Monitor how institutional investors shift asset allocation to sectors, regions or market cap groups....

relevant regions
London, United Kingdom

Forensic Alpha

Failing companies. Companies at risk of fraud. Companies at risk of downgrades. Our machine intelligence helps Portfolio Managers to spot critical red flags hidden deep within the financial statements and governance disclosures. Identify the risk hiding in plain sight In-depth forensic reports, for over 4000 companies - Our reports cover most United......

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Mountain View, CA, United States

Forest Systems Platform

Rely on Forest Systems for a comprehensive, reliable accounting software tailored to your unique high-net-worth client management needs. Streamline your process and develop confidence with your clients. Accounting Solutions A platform built exclusively to streamline professional-level accounting and financial reporting for ultra high-net-worth individuals. General ledger Check writing Private foundation accounting Portfolio accounting Intercompany transactions Partnership accounting Trust &......

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Zurich, Switzerland

Forex Prime

Emphasizing innovative online services and software development since 1997, we have established strong relationships with hundreds of financial institutions around the world, who reduce their operational and trading costs while increasing trading volumes and revenue from brokerage thanks to our solutions. Liquidity & execution solutions Highly competitive institutional pricing on 130+ financial instruments Customizable,......

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Zurich, Switzerland

For Quantitative Asset Managers

Design Strategies Sentiment and attention data can be used to design alpha-generating systematic strategies for intermediate frequency and long term investing. Generate Alpha Backtests show significant outperformance against major equity benchmarks such as the S&P 500, Stoxx Europe 600 or SPI. Extensive Data Set Our data set covers 50,000+ global assets with a high degree......

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London, United Kingdom

Fortu For Business

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

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New York, NY, United States

ForwardLane

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

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Luxembourg, Luxembourg

Free Cash Flow Planning Software for UK advisers

The calculation is simple: if you want to offer 10 distinct financial services, you need 10 software solutions. Really? No, please! Our clients, as well as experts in the UK, tell us exactly that this as a huge problem. We perfectly understand. That is why we focus on technology that......

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Wilton, CT, United States

Full Service Alts

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

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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......

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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......

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Luxembourg, Luxembourg

Fund Channel

How it works? Find out how the Fund Channel platform works for our clients and their end investors. Asset managers recognise Fund Channel as the number one international B2B fund platform. Distributors Offer your institutional clients the investment opportunities they want through our easy-to-use yet powerful portal. Asset managers With a single agreement, reach 100+......

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San Francisco, CA, United States

FundersClub

We source the world’s best startups Our venture team sources early stage investment opportunities through direct relationships, referrals from our investor members and founders, as well as connections to top startup incubators including Y Combinator, top seed stage VC firms such as First Round Capital, and top superangels. We first invest......

London, United Kingdom

Fundi Compliance

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

relevant regions
London, United Kingdom

Fundi Data Management

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

relevant regions
London, United Kingdom

Fundi Workflow

Customisable, multi-stage, auditable workflows for every step of your product lifecycle Any Product Development Process - Accommodates any product development process including fund launches, share class approvals, fund mergers, fund liquidations and fund changes. Customisable Workflows - Customisable workflows automate your end to end launch process by controlling the collaborative collection of data, data......

relevant regions
Costa Mesa, CA, United States

FundKeeper

Essentially, Fund Keeper consolidates existing direct-at-fund accounts onto a single platform, which is branded for the broker-dealer. In this way, FundKeeper enables the broker-dealer to execute on new accounts, suitability and compliance, commissions, level load, web access, statements and more—in a single, automated way across all fund families. FundKeeper leverages omnibus......

relevant regions
Hong Kong, Hong Kong

FundKernel Digital Alternative Investment Platform

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

relevant regions
Paris, France

Fund look-through

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

relevant regions
Munich, Germany

Fund Screener

CEPRES Fund Screener provides LPs with pipeline management and fast, powerful analysis on GP track records. Manage your forward calendar and planned commitments, request track record data for analysis and collaborate with colleagues to streamline your underwriting process allowing you to focus on the funds that matter most to you. Look......

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......

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London, United Kingdom

Fund Search

View our single page fund fact sheets, providing impartial research and covering fund opinion, information on a fund’s characteristics, an in-depth explanation of how a fund might be used and our evaluation of a fund’s risk and SRRI score....

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
Toronto, ON, Canada

fundserv

fundserv is a centralized platform which enables manufacturers, distributors and intermediaries to buy, sell and transfer investment funds over Fundserv Inc.’s secure transactional network. Challenges Compliance – trades delivered via paper can circumvent compliance process NIGOs – transactions submitted via paper have a high NIGO (Not in Good Order) rate Increasing need for access......

relevant regions
Soborg, Denmark

Fund Service (NAV)

With a fully outsourced infrastructure for your fund company, we do all the work – you keep the control. The in-built traffic lights warn you if you get close to making any breaches. Whether you run UCIT funds or AIF funds we calculate the NAV. Together with the shareholder register and......

relevant regions
West Chester, PA, United States

Fund Services

Outsource trading to bring speed, control, and lower costs STP’s institutional systems and support can handle volumes large or small, NYSE, NASDAQ or foreign securities, and combination trades. Robust Trading Capabilities Trading and rebalancing services are at the forefront of just about every conversation we have with investment firms. Hybrid asset managers and wealth management......

relevant regions
Dallas, TX, United States

Fusion Elements Technology

Our Fusion Elements Technology removes the timely and costly friction from your everyday operations. Designed to allow advisors to easily serve their existing clients, Elements frees up the time and energy needed to focus on obtaining new ones. Unlock your growth potential with Fusion Elements. Your process, our support Finally, the technology has arrived that......

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
New York, NY, United States

GBBO

While cryptocurrency is global, prices are not: The numerous, isolated exchanges around the world are independent trading islands with their own standards on pricing. Apifiny’s proprietary technology GBBO™ solves this problem by connecting * these disjointed, local exchanges into unified global liquidity pools to discover the best attainable * prices on digital assets—for superior......

relevant regions
New York, NY, United States

Gemini

Our exchange makes it simple to research the crypto market, buy bitcoin and other cryptos, and build a portfolio for the future of money. Streamlined trading view Access all the tools you need to understand the crypto market and start investing – all through one clear, attractive interface. Buying and selling, made simple Trade......

relevant regions
New York, NY, United States

Gemini API Connectivity

Gemini offers multiple API options – including WebSockets, FIX, and public and private REST APIs – to help institutions and traders access market data and trading services. Gemini's primary trading platform and network point of presence (PoP) is housed in the Equinix NY5 data center in Secaucus, New Jersey. Customers can......

relevant regions
Stamford, CT, United States

General Ledger

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

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
London, United Kingdom

Genuine Impact Fundamental Research

API or file based delivery, access to over 12,000 existing securities or have a bespoke universe of securities created for you. Fundamental analysis and comparison across stocks and funds....

relevant regions
Zurich, Switzerland

Globalance World

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

relevant regions
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....

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Singapore, Singapore

Global Islamic Fund Database

Generally, these principles require that investors avoid interest (riba) and investments in businesses that provide goods or services going against the spirit of Islam. Islamic funds constitute a fast growing sector of the wider Islamic finance industry that is expected to grow past the US$2 trillion mark by the end......

relevant regions
Zurich, Switzerland

Goal-Based Wealth Management

This innovative solution optimizes and simulates investment proposals aligned with clients' financial goals and liabilities. GBWM identifies preferences, develops tailored strategies, tracks progress, automates portfolio construction, and employs diverse optimization approaches. Utilize our simulation and aggregation engine for a comprehensive or individual view on client investments, as a standalone or......

relevant regions
Chicago, IL, United States

Goal Bridge

See it in action Not every client needs complete financial-planning services, but they all have financial goals. Morningstar’s Goal Bridge tool lets you have goals-based conversations with clients, then quickly connect those goals to an easy-to-understand plan in a single tool, a single workflow, and a single conversation. How it works Identify and......

relevant regions
London, United Kingdom

Goji Platform

How it works Distributors and their clients can access your fund via their existing Euroclear FundSettle account or through the Goji White Label Platform (GWP). Goji platform services for Asset Managers Investor onboarding Subscriptions Aggregation Capital calls Distributions Reporting ...

relevant regions
San Jose, CA, United States

GRACE for Operational Due Diligence

GRACE helps identify investible organizations for the institutional investors like pensions, endowments, fund of hedge funds and private wealth management firms among alternate investments. It helps you manages the process of conducting operational due diligence on these firms, their funds, and service providers and creating a central repository of information......

relevant regions
San Jose, CA, United States

GRACE Trade Surveillance / Market Surveillance

GRACE Trade monitoring automates the process of trade aggregation from various sources. It allows automatic flagging based on business rules and identifying violating trades can mark up the issues in trades. The aggregated trade data can show patterns of insider trading monitoring and best execution discrepancies. It helps identify conflicts in......

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
Milton Keynes, United Kingdom

Growthdeck

Growthdeck provides tax-efficient and growth investment opportunities to an expanding network of sophisticated private investors, partners and introducers. We carry out professional due diligence, provide ongoing and extensive business support and develop a close relationship with our investors. We also regularly host networking events that help connect growth businesses with......

relevant regions
San Mateo, CA, United States

Guideline for Advisors

A modern 401(k) built for small businesses Guideline provides a turnkey, hassle-free 401(k). We take care of plan administration, compliance, recordkeeping, and more, to make your job easy—and help your clients offer a great 401(k). Intelligent investments, simplified Guideline serves as the CEFEX certified 3(38) on all of our plans. Our set lineup of......

relevant regions
New York, NY, United States

Gust for Investors

Angel groups Gust is used by hundreds of angel investor groups around the world to manage their investment process. Venture funds Over 200 venture funds use Gust to organize and manage deal flow. Startup programs Gust is used by a large number of universities, accelerators and incubators as part of their entrepreneurship programs. Use Gust to......

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Geneva, Switzerland

GWAP

We provide you tools and data to: Learn from the masters: Model portfolios based on institutional strategies. Know what to expect: Customize your investment strategy and backtest its performance Dry run: Paper portfolios to test your strategy in real life. We implement your strategy in your own brokerage account We maintain your strategy (e.g. rebalancing) We......

relevant regions
Chicago, IL, United States

Halo

Making structured notes easy to buy and manage with powerful new tools Built specifically for the structured notes market - stop managing by hand! Identify new trade opportunities from our list of 6,000 unique products/payoffs Optimize your structured note strategy with automated position monitoring and portfolio alerts Easy access to structured notes while securing......

relevant regions
Sydney, NSW, Australia

HALO

Set a new standard of care with Genivity's Health Analysis and Longevity Optimizer (HALO), now powered by Lumiant. Engage your clients with personalized longevity models backed by our proprietary algorithms that empower clients to make more informed health, lifestyle, and financial decisions....

relevant regions
Wilton, CT, United States

Harvesting as a Service

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

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
Zurich, Switzerland

HawkEye

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

relevant regions
Singapore, Singapore

Hedge Fund Databases

Our comprehensive hedge fund databases covering various strategies; arbitrage, CTA/managed futures, event driven, fixed income, long/short equity, macro, multi-strategy and relative value, are used by investors such as sovereign wealth funds, endowments and trusts, insurance companies, foundations, family offices, pension funds, other institutional investors and high net worth individuals, Besides an......

relevant regions
Wilton, CT, United States

Held Away Agg

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

relevant regions
San Francisco, CA, United States

Helio

Introduction to Helio Helio is our machine learning platform that identifies, classifies, and evaluates early-stage consumer and retail companies to shine a light on breakout brands. Helio beats heuristics with data and offers actionable insights to industry participants. Helio overview Historically, there has been no centralized source of performance data on companies in......

San Jose, CA, United States

High-Performance Trading Fabric

Cisco's High-Performance Trading Fabric architecture offers unmatched performance and innovative capabilities that enable improved visibility and manageability of trading data. As market competition increases, your firm's ability to recognize and react to real-time conditions can result in competitive differentiation leading to improved alpha. With Cisco solutions, go beyond low latency into......

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
Aarhus, Denmark

Homento for Private Offices

We continuously track the union’s assets and asset managers to make sure agreements are complied with and mistakes are discovered. We are independent and only working for our customers. This is your guarantee to get an objective audit of all data and results. We advise you about the best choice of asset managers......

relevant regions
Geneva, Switzerland

Horizon

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

relevant regions
Wayland, MA, United States

Householder

Get fast, efficient, automated tax-aware rebalancing for household accounts Most advisors agree that rebalancing investment accounts is the best way to enhance returns while keeping portfolios on target to achieve long-term goals. But rebalancing household accounts has traditionally been labor intensive and time consuming process, creating a barrier to rebalancing in......

relevant regions
Sydney, NSW, Australia

Hub24 for Advisers

HUB24 is ASX listed and with over AU$10 billion funds under management is one of the fastest growing platforms in the market. We are not a bank and not part of a bank – so we can focus on connecting you to a broad range of investment solutions for your clients. Broad......

relevant regions
Sydney, NSW, Australia

Hub24 for Investors

ASX listed and one of the fastest growing platforms in the market with over AU$10 billlion in funds under management.  HUB24 is not a bank and not part of a bank, so we can focus on connecting you and your adviser to a broad range of investment solutions for your......

relevant regions
Miami, FL, United States

Hydrogen Molecule

Blockchain identity Manage an identity for any client on the Ethereum blockchain. Security tokens Create, restrict, transfer, and invest in security tokens. Data tracking Push, pull, and track any on-chain data within an application. Crypto payments Send and receive crypto payments for instant settlement. Document hashing (coming soon) Store, hash, encrypt, track, documents on-chain. Escrow (coming soon) Store payment on-chain until......

relevant regions
Mequon, WI, United States

i65

For millions of Americans, medicare is confusing & scary. Yes! You can provide your clients with easy-to-understand, expert Medicare guidance. i65 is the only software created by a nationally-recognized Medicare expert. With this unique tool, You can give your clients the confidence and peace-of-mind they so desperately they need make the right Medicare decisions and avoid......

London, United Kingdom

IA Overviews

See our IA Sector Overviews for help in understanding more about the composition of the Investment Association sectors, the different styles and structures that exist and the positioning of our featured funds within their respective IA sectors....

Greenwich, CT, United States

IB SmartRouting

What other online brokers conveniently leave out Our results are even more impressive when you consider that other industry-touted statistics don't give you the whole picture. They only discuss the percentage of orders that saw price improvement, and conveniently ignore the percentage of their orders that were dis-improved or had no......

New York, NY, United States

IEX

The new standard for liquidity. IEX is known for its deep midpoint liquidity that allows investors to trade in size without moving the price. IEX executes the majority of its volume at the midpoint – a far higher percentage than any other exchange. The new standard for price. Price is about more than the best......

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 Maintenance

Routine servicing and changes are constantly being performed on accounts; so why does each have a separate process? IFS Maintenance finally creates one point of entry and a consistent process for transactions, enabling dozens of client, household, and account data points to be updated with a single request. Updates can......

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
London, United Kingdom

IlliquidX Platform

Proprietary web-based system Exclusive access for IlliquidX clients only 5000+ and counting Worldwide participants. Include asset management firms, investment funds, pension funds, family offices, private banks, commercial banks and corporates Transparent Access to a large pool of potential buyers for holders of illiquid and distressed assets Active listing management Enhance awareness of new listings and asset price......

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
Boston, MA, United States

Immuta for Financial Services

Data access control Immuta pioneered the category of automated, fine-grained access control over sensitive data. Now, data teams in financial services can ensure analysts have the right level of access to the right data, without making copies, struggling with complex role-based access, or adding new tools or data infrastructure. Fine-grained auditing &......

Carouge, Switzerland

Impaakt Platform

Impaakt's mission is to bring impact analysis at the heart of all investment decisions, so that capital can be directed to the businesses that have the best possible impact on the planet and society. Advanced impact analytics at your fingertips The high quality impact data produced on our platform is made available to......

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
Fairfield, CT, United States

Impactfully

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

relevant regions
Geneva, Switzerland

inApp

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

relevant regions
Geneva, Switzerland

inApp Tax

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

relevant regions
New York, NY, United States

Inbox

From within the Visible Alpha Inbox, cut through the noise and access internal and external research reports, corporate access events and analyst models. The Inbox is a research management system that unifies all content sets in a web-based platform for ease of discoverability, consumption .and collaboration with peers in a......

relevant regions
Hartford, CT, United States

IncomeConductor®

The world of advising is changing. IncomeConductor® meets that challenge head-on We understand how the industry functions, the regulations you need to comply with, and what your competition is doing to attract your top producers. IncomeConductor truly sets your company apart, gives your advisors a new value proposition, and allows you......

relevant regions
Denver, CO, United States

Income Lab

Revolutionize retirement planning with advanced research, deeper insights, and real-time monitoring and management. Income Lab began when two financial industry veterans grew frustrated with the fact that existing planning technology used simplistic, dated analytics. They understood that if financial advisors could implement and scale the best ideas from financial economics, retirement......

Leawood, KS, United States

Income Solver

Income SolverTM is unlike any other software. This specialized application focuses only on creating tax-efficient retirement income for your clients. Generate extended portfolio longevity Demonstrate your advisor alpha Reduce tax liability for clients Maximize social security Minimize Medicare surcharges Compare withdrawal strategies side-by-side With Income SolverTM, clients receive a personalized strategy that includes all of their retirement resources......

relevant regions
Zurich, Switzerland

Index-as-Service

Design Design new indices faster Speed Up Your R&D Simply select universe, filters, data sources and parameters for a new index. Then generate backtesting, factsheet and analytics on the fly. Perform R&D through a point & click interface or a Python interface. Test and optimize index ideas. Use Your Own Data The platform is connected to......

London, United Kingdom

Index Calculation

Moorgate benchmarks' index engine and database are fully IP agnostic Asset class agnostic Provider / dataset agnostic Environment agnostic End of day and real time – "tick by tick" / "streaming" – capable Key technical features Cloud native Microservice architecture to enable continuous delivery (No downtime on feature releases) Completely environment agnostic Automated periodic index reviews Automated corporate action processing and......

relevant regions
Toronto, ON, Canada

IndiVideo

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

relevant regions
Chicago, IL, United States

InfoReach Prelude

The no-risk, no-commitment EMS with enterprise-strength power and performance Ideal for traders who do not require significant customization to their trading system, InfoReach Prelude provides advanced trading tools and functionality at a competitive price, without the commitment of a long-term contract. Prelude is the pre-configured version of the InfoReach TMS (Trade Management......

relevant regions
Chicago, IL, United States

InfoReach Second Opinion

Improve execution quality, optimize trading strategies and reduce transaction costs with enhanced, interactive analytics InfoReach Second Opinion™ is an interactive, enhanced transaction cost analysis (TCA) service, software that can help you optimize trading strategies, improve operational efficiency and performance in trading. It provides real-time, pre-trade, at-trade and post-trade analytics that factor......

Chicago, IL, United States

InfoReach TMS

Superior efficiency, functionality and flexibility deliver tailored trading solutions for buy side The InfoReach Trade Management System (TMS) is an independent, broker-neutral, multi-asset trading platform that ties together all the tools, technologies, global market connectivity and execution capabilities that traders need in a single system. It consolidates pre/at/post trade analysis, pre-built and......

relevant regions
Paris, France

Innova

Innova is a modular solution designed for the financial sector. It enables the creation and automation of end-to-end business processes for custodian banks, asset managers or funds administrators. This artificial intelligence-powered solution supports companies with full automation of investment compliance controls with semantic analysis and automatic detection of investment rules.......

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Toronto, ON, Canada

Insight360

In an effort to protect investors, securities regulators make and enforce rules including KYC, KYP, and Suitability Obligations. These are considered principal responsibilities owed by advisors to their clients and a cornerstone of the investor protection regime. Meaningful dialogues with clients are necessary to obtain a solid understanding of their accurate......

relevant regions
Mountain View, CA, United States

Insights

Giving insights impact When properly harnessed, investment data has the power to maximize the impact of capital and positively influence an entire industry. We’ve assembled a group of cross-disciplinary experts to uncover unique insights and help build a world where that power is within reach. About our work Addepar Research takes a fresh......

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New York, NY, United States

Insights

Visible Alpha captures the forecasts, assumptions and logic from full working models and integrates them into comparable views across analysts. This unique data is available on thousands of companies via the Visible Alpha Insights platform, Excel Add-In or API. Hone in on the fundamental drivers of companies important to you Evaluate consensus......

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London, United Kingdom

Insights Widget

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

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Cambridge, United Kingdom

Insignis Cash

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

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New York, NY, United States

Instant Bloomberg

Your Bloomberg Terminal account gives you immediate membership to a community of 320,000 of the world’s most influential decision makers. We connect you with this robust network spanning finance, business and government—for a distinct advantage when generating ideas, conducting research and finding trading partners. Channels of communication are fully integrated on......

Baar, Switzerland

Instimatch Global

Our money market products Most money market borrowing and lending is still done over the phone. However, in most other markets we have seen a move towards centralized trading venues. This is why we have created the Instimatch Global Network, where borrowers and lenders can match their liquidity needs in the......

relevant regions
Paris, France

Institutional Fund Platform

For over 15 years, we have been a reliable partner in fund business with our client focus on insurance companies, pension funds, custodians and asset managers. ODDO BHF is the modern and flexible platform....

relevant regions
Baar, Switzerland

Institutions

Leverage the top market intelligence suite for cryptocurrency Build confidence and find your edge using our suite of tools to break down and understand blockchain data. Serving institutions since 2018 Institutional customers 500+ Metrics to choose from 3,700+ Use our data-driven insights to become a pioneer in web3. Lead the way, others will follow We provide......

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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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Sydney, NSW, Australia

Insurance

Ensure more customers are protected and can easily get the cover they need, while keeping them engaged with your brand. Have peace of mind knowing your customer has complete control of their advice journey, with an option to talk to a face-to-face adviser. Increase profitability for your life insurance business by lowering......

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St Leonards, NSW, Australia

Insurance Planning Software

Features and tools: Online information gathering Client education tools Goals-based advice & scoping wizard Letter of engagement & ongoing service agreements Modelling calculators (4) Strategy papers & statements of advice Reporting & compliance Marketing tools CRM integration ...

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Toronto, ON, Canada

Integrated Solutions

WealthTech Velocity provides a unique solution for the Wealth Management industry. Our multi-asset, multi-currency platform integrates disparate data sources facilitating access to multiple markets, asset classes and products in a robust, compliant and ordered manner. One integrated end-to-end solution for Wealth Managers and financial institutions supporting large numbers of underlying client accounts......

Thawill, Switzerland

Integrator Cockpit

High level overview Be greeted by a beautiful dashboard that summarizes all the information of the current day. See which custodian downloads have already been completed. See how many messages have been successfully processed. See an overview of any open tasks of the day. Assign tasks within the team and manage the workflow. Issue detection See if......

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London, United Kingdom

intelliflo office

Free up time to focus on your business Managing a business is hard work – but intelliflo office can save you time, money and stress. Whatever the size of your firm, intelliflo office provides a streamlined business management system tailor-made for financial advisers. Accessible from anywhere, any time, this office management software takes......

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London, United Kingdom

intelliflo planning

Bring your advice to life A picture speaks a thousand words. Demonstrate the difference your advice could make by visualising how effective cash flow planning can save your clients money at every life stage. Intuitive to use, easy to share and packed with useful insights, this financial planning software turns the complexities......

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London, United Kingdom

intelliflo redblack

Our award-winning platform can deliver just that. intelliflo redblack is the market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration. For more than a decade, we have worked with the largest and most sophisticated wealth managers to make the complex simple. Our software powers......

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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......

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Sydney, NSW, Australia

International Money Transfers for Businesses

Whether you're paying overseas suppliers, staff or just mitigating your currency exposure from volatile markets, OFX can help. OFX provide a fully online platform to book transfers as well as a full 24/7 customer service over the phone. Set up an account by registering here in minutes to take advantage......

relevant regions
Sydney, NSW, Australia

International Money Transfers for Individuals

Take advantage of OFX's 24/7 customer service as well as fully online platform to book your currency transfers with ease and guidance. You will be assigned a dedicated point of contact local to you from one OFX's seven global office locations - London, San Fransico, Toronto, Auckland, Sydney, Hong Kong,......

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St. Petersburg, FL, United States

Intrinio

It’s no secret that the finance industry has been slower than most to innovate and break free of the traditional, restrictive ways of doing business. We want to speed that up. Our mission is to power the innovators defining the future of finance through modern data technologies. That means automating the......

Copenhagen, Denmark

Introducing Broker

Expand your trading and investment offerings cost-effectively We offer financial institutions trading, execution and reporting services for self-trading, advisory and discretionary clients. In an introducing broker collaboration model, we take care of all processes from KYC and on-boarding to risk management, with market data fees included. Connectivity and APIs - Connect to our......

relevant regions
Geneva, Switzerland

Invest Direct for Wealth Managers

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

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London, United Kingdom

Investegate

In addition to rolling coverage of regulatory and non-regulatory announcements, Investegate also provides complementary market and stock news from partner site BusinessFinancialNewswire, and allows you to create alerts list of stocks and alerts to ensure that you are aware whenever a new announcement is released. Investegate is designed specifically for professional......

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......

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London, United Kingdom

Investing API

Simplicity Familiarity Speed-to-market ...

relevant regions
London, United Kingdom

Investing as a Service

Focus on engagement & growth Maximum convenience ...

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London, United Kingdom

Investing Platform

Independence (build your own model & ecosystem) Flexibility ...

relevant regions
Lake St Louis, MO, United States

Investing You

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

Toronto, ON, Canada

Investipal for Advisors

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

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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
Copenhagen, Denmark

Investment Advisors

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

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Burlington, MA, United States

Investment Book of Record (IBOR)

Charles River’s Investment Book of Record provides traders and portfolio managers with an accurate, real-time, and consolidated view of positions and cash. Purpose-built for the front office, Charles River’s IBOR provides an investment-centric view of positions. This reduces trade errors and time spent manually reconciling position data. As an integral......

Luxembourg, Luxembourg

Investment Fund Services

Vestima Vestima delivers a suite of investment fund services supporting the cross-border distribution needs of the investment fund industry around the globe. It provides a gateway to global funds solutions ranging from order routing, centralised delivery versus payment (DVP) settlement, safekeeping and asset servicing to collateral management. This allows customers to......

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New York, NY, United States

Investment Governance Service

Moody’s Analytics Investment Governance Service helps product providers and distributors meet compliance requirements for assessing suitability by aligning investment solutions with clearly defined risk targets....

New York, NY, United States

Investment Governance & Suitability

Moody’s Analytics enables product manufacturers, asset managers, advisers, and other distribution platforms to put in place a robust and objective risk-graded investment proposition, aligned with stringent regulation, and configured to specific business needs. Reliance on subjective assessment of a client's attitude to risk, broadly defined fund sectors, or on simple measures......

Jacksonville, FL, United States

Investment Management

Creating and maintaining a high-quality, robust investment management platform to meet the unique needs of today’s sophisticated investor can be a time-consuming and costly endeavor. Through Reliance Trust, an FIS company, clients can choose from select turnkey to fully outsourced investment solutions in a highly automated environment. Gain access to a......

relevant regions
St Peter Port, Guernsey

Investment Managers

The ARC Indices deliver an invaluable benchmarking tool to impartially compare your investment strategies against your competitors and peers. There are wide-ranging benefits of joining the community of investment managers embracing transparency in the pursuit of better investment performance for their clients. Benefits of becoming a contributor Accurate performance evaluation Robust benchmarking Enhanced credibility and......

relevant regions
West Chester, PA, United States

Investment Operations Outsourcing

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

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Zurich, Switzerland

Investment Opportunities & Sales Campaigns

Investment opportunities: Investment ideas: The engine implements the bank’s research and identifies investment opportunities. For each idea, the algorithm finds a suitable second trade and provides complete trade packages. Client book screening: UBS Partner determines for which portfolios investment opportunities are applicable and automatically identifies the relevant clients, ensuring efficient implementation.  Sales campaigns: Campaign......

Sydney, NSW, Australia

Investment Platform

Reporting IPS provides a large range of reporting options that can be white labelled to suit your business. Investment Platform All investments, including ASX listed securities, international securities, ETF’s, managed funds, and other unlisted investments can be traded within IPS Instruct. CRM IPS has built adviser specific CRM tools. It’s intuitive, with the functionality you......

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Bristol, United Kingdom

Investment Platform

2 weekly release cycles 26 releases a year 99.98% uptime Expectations, exceeded with our investment software There are some things all good investment platforms must do (and do brilliantly), from tools and wrappers to safe custody. But great platforms also think ahead.  Welcome to Parmenion Effective tools Access all the tools and reporting you need to meet......

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Soborg, Denmark

Investment Reporting

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

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
Rotterdam, Netherlands

Investment Suite

At Blanco, we don’t believe in tech only. We believe in the symbiosis between man and machine. That’s why we’ve created an Investment Suite that automates the full asset management cycle, but keeps your expertise center stage at the same time: see our investment suite as your proprietary digital investment......

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Sydney, NSW, Australia

Investment & Superannuation Wrap

Deliver benefits to your clients A wrap account enables the adviser to consolidating and manage their client’s investment portfolio. They revolve around a central cash account, which pays interest and serves as a transitional account, funding buy transactions, and receiving the proceeds of sold investments and income received. The wrap is operated by......

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North Salt Lake, UT, United States

Investment Wizard

The Investment Wizard accomplishes this through either its Validation or Selection track. Product Validation Under Product Validation, the user picks the investments and the system runs the user’s selections against the RightBRIDGE rules engine to determine if the proposed sale is in the client’s best interest. The system will validate if the......

relevant regions
Pittsburgh, PA, United States

Investor Communications

Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications. Operational excellence through automation Support your global operating model by automating and streamlining the collection of data, analysis, reporting and delivery in a controlled......

relevant regions
Redwood City, CA, United States

Investor Data Analytics

Alternative Data Analytics for Investment Decisions Envestnet | Yodlee Data Analytics enables investors to gain a competitive edge with timely, unique, and accurate market insights, spending, and income data analytics so they can better manage investments on behalf of their customers. By turning de-identified data into insights, we enable asset, investment, and......

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
Singapore, Singapore

Investor Portal

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

relevant regions
New York, NY, United States

Investor Portals

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

relevant regions
New York, NY, United States

Investor Profiles

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

relevant regions
San Mateo, CA, United States

Investor Solutions

Private company insights We partner with the investors and management teams of privately held companies and serve as your in house private equity team, setting up best in class reporting for investors; we create a cadence for regular updates on key performance indicators, investment returns, buyer universe, risk areas, and diligence......

relevant regions
Zurich, Switzerland

INVESTORY

With INVESTORY you can trade direct investments like stocks, ETFs, futures, foreign currencies, precious metals, and commodities. Collective investments like mutual funds, structured products, and certificates are not available. Investors can rest assured that there are no hidden costs with INVESTORY. No other mirror trading platform offers more possibilities....

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 Portfolio Optimizer

Key features and uses: Offers a portfolio loss protection methodology that can be overlaid on any investment strategy Hyper-personalised portfolio construction and rebalancing engine for a Robo Advisor platform Determine security weights for a user-defined investment universe Construct sub-portfolios that complement core investment strategies Construct an intelligent, customised investment benchmark. For index-tracking or direct indexing For construction......

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
Brooklyn, NY, United States

Invisage

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

relevant regions
Roseville, CA, United States

iQUANT.pro

We do the work for you… Simplify and grow your business with time-tested investment models meticulously crafted to beat (or hedge) the market. With over 30 investment models from which to choose, iQUANT.pro was built to assist investment professionals of all backgrounds ranging from Wirehouse to Regionals and Independents to RIAs. With......

relevant regions
Jersey City, NJ , United States

iRebal®

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

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
Paris, France

IZNES Platform

IZNES receives and transmits investor orders, on the one hand, and centralization, issuance and account maintenance tasks on behalf of management companies, on the other. Thanks to its disruptive model, IZNES eliminates the financial counterparty risk. Indeed, the assets are directly entered in the fund register. Using IZNES for the placing of......

relevant regions
Coral Gables, FL, United States

Jaamoon

Increase top line revenues Protect clients' investments Serve clients in a more systematic way Jaamoon with its real-time analytical capabilities generates intuitive information that is actionable, measurable and conclusive. Jaamoon with its investor-centric business processes ensures investors are sufficiently reached, their investments are protected and the organizations' research information is capitalized in full. Jaamoon with......

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......

Oakland, CA, United States

Just Invest for Advisors

Solutions for you and your clients. Set yourself apart by delivering clients unique, quantitatively managed portfolios. Aligning client values. By offering personalized portfolios, you can address specific companies, issues and values most important to your client. Now you can exclude individual companies and optimize to maximize impact across multiple ESG factors such as pollution......

Chicago, IL, United States

KKM Models

Created by KKM Financial, the Model Account Platform (M.A.P.) is a separately managed account solution powered by Nasdaq Dorsey Wright. M.A.P. provides access to Nasdaq Dorsey Wright model strategies through a single account. This distinct access is provided with low minimums, flat fees, and the benefits of real-time performance reporting......

London, United Kingdom

Kore Labs

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

relevant regions
New York, NY, United States

Koyfin

Complete data coverage all in one place Koyfin is the only resource you need for a full picture of the financial markets. Stocks US and Canadian equities including live prices, fundamentals, valuation and consensus estimates. ETFs US ETFs including lives prices, flows, constituents and contribution. Mutual funds US-listed mutuals funds including prices, descriptions and constituents. Fixed income Global government......

relevant regions
New York, NY, United States

Larkspur Executive PRO & Platinum

2020 started out with major social and market volatility. Virus fears are causing people to travel and interact less. Does this all mean that your only choice is to hunker down, put out client fires and weather the storm? That is what your competitors will do. We do not believe that......

Waltham, MA, United States

Ledgex Due Diligence

Ledgex Due Diligence allows firms to more effectively manage the complete manager due diligence process by standardizing and uniformly recording the quantitative and qualitative due diligence information gathered on a manager. Manager due diligence process management and manager due diligence ranking functionality enables multi-managers to: Configure specific workflows and quantify firm-wide......

relevant regions
Waltham, MA, United States

Ledgex Liquidity

Today, investment firms must have robust liquidity management tools and procedures. However, too often fund of funds, endowments, pensions and institutional investors continue to grapple with liquidity management and reporting within their investment portfolios due to a range of issues including complex structures, side pocket interests, gating complexities and regulations. Ledgex......

relevant regions
Waltham, MA, United States

Ledgex Research Management

Ledgex Research Management (RMS) combines due diligence, CRM, document management and portfolio management capabilities into a single research management system that supports and enhances the investment process. With Ledgex RMS, investment professionals can efficiently manage and navigate mass amounts of research data in a centralized data warehouse. From manager selection to......

Cardiff, United Kingdom

Lenderlink

Make life easier with Lenderlink Search 2500+ products from 43 specialist mortgage lenders for Firsts, Seconds, Bridging and BTL products in an instant. Find the right product for you and them complete one universal application form. Then refer it to us for packaging or if you have chosen our CRM product, package......

relevant regions
London, United Kingdom

Lending

These tools include: Origination Underwriting Document management Capital reporting Loan monitoring Loan servicing ...

relevant regions
Arlington, VA, United States

Liberty RIA Platform

Simplified portolio management Efficient trading. Liberty automatically reconciles trades back to each client account—which is not only more efficient, but also simplifies your compliance and audit functions. One account, unlimited models. Liberty dramatically simplifies how you manage assets by letting you run as many investment models as you’d like in any single account. Powerful rebalancing. Our......

relevant regions
Westport, CT, United States

Life Events

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

relevant regions
Westport, CT, United States

Life in #s

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

relevant regions
Westport, CT, United States

Life in #s – Direct to Client Version

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

relevant regions
North Salt Lake, UT, United States

Life Insurance Wizard

Validation The RightBRIDGE Life Insurance Wizard utilized in its validation track, helps to determine the suitability of a proposed or in-force policy. The solution: Supports new sales or changes to an existing policy Provides validation scoring for proposed products Summarizes results in a validation report Selection The RightBRIDGE Life Insurance Wizard utilized in its selection track,......

relevant regions
London, United Kingdom

Linkedtrade

LinkedTrade is a leading SaaS multi-dealer platform that connects the Buy-side to the Sell-side digitally and offers end-to-end automation for the conception, pricing, trading and monitoring structured products. We combine innovation and long-term expertise to overcome industry challenges and make investing in structured products fast, easy and cost-effective. LinkedTrade is a proven......

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

Liquidity Manager

Communications, deal documentation, and transaction status. Manage secondary transactions all in one place (and declutter your inbox while you're at it). Communications - keep track of company communications with shareholders and investors Documentation - organize your legal templates and deal documentation in our Document Library Transactions - complete action items for current and past secondary......

Bethesda, MD, United States

Live Briefs PRO Global Markets

Live Briefs PRO Global Markets is MT Newswires’ most comprehensive news service, providing around-the-clock and up-to-the-minute coverage of financial markets and economies across North America, Asia Pacific, Europe, the Middle East, and Africa. With a focus on the most widely followed securities and events in developed capital markets, MT Newswires offers......

relevant regions
New York, NY, United States

Logicly

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

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

We're not like any other advice planning software. We've designed our platform specifically for your clients to better discover, collect and deliver meaningful experiences. 1. Discovery & Progress Uncover what matters. Lumiant’s Discovery and Progress modules provide a proven process to deepen client relationships with memorable, guided experiences. 2. Data Collection Tech-driven data acquisition tools......

relevant regions
Zug, Switzerland

LyCI

Why buy the LyCI Service Token? Take a position in the market Rather than choosing “the next Bitcoin”, take a position in the market, focusing on those projects that together are likely to succeed – even if some do not make it. Simple, accessible and tradable – an ERC20 token The LyCI Service Token......

relevant regions
Sydney, NSW, Australia

Macquarie Wrap

Our platform offers simpler, more powerful ways for you to manage your clients’ money. That way, you can focus on what’s valuable – building deeper connections with your clients.  Extensive range of investments Your central hub for efficient access to managed funds, domestic and international securities, direct fixed income, specialist investment, separately......

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
Wayland, MA, United States

Managed Account Rebalancing System

As one of the first entrants into the managed account market in the United States, SoftPak has unparalleled depth and breadth of experience in implementing managed account solutions across a range of different business models. In partnership with Northfield Information Services, SoftPak has developed a highly scalable wealth management technology......

relevant regions
Sydney, NSW, Australia

Managed Accounts

MA Operator adds value to advisers, and those providing managed account services complementing their current operational and system architecture and client servicing culture. We don’t ask you to align to a vertically integrated service or data source model. We integrate with the licensee’s chosen broker, bank/CMA or administrator of choice where......

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
Norwalk, CT, United States

Manager Research

Investment Metrics Global Database Manager Research is a comprehensive, easy-to-use analytical tool for evaluating asset managers and analyzing investment performance. It simplifies investment research and analysis with instant access to decision-support information on institutional and retail investments in the Investment Metrics Global Database. With a robust analytics engine, the tool allows......

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New York, NY, United States

Mandates

Whether seeking new managers, investigating emerging strategies or looking to deploy capital into alternative investments with longer track records, Bloomberg’s Mandates solution offers a discreet platform to begin due diligence. When considering club deals or co-investments, our private equity platform offers the potential to find like-minded investors ranging from other......

Chicago, IL, United States

Manifest for Partners

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

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Sydney, NSW, Australia

Mapping Services

Map risk tolerance profiles against your portfolios to provide better information to investors – your sales team will love it. Doing this with FinaMetrica gives an empirical basis with scientific rigour that means you’ll communicate with clarity....

Chicago, IL, United States

Market Data

Managed feeds We provide low latency hosted and managed feeds to allow for easy and efficient normalized market data access. By hosting and managing the feeds, we reduce the customer footprint necessary to process market data. Hosted solution Deep Systems hosts the normalization of market data feeds. As result, customers manage a smaller,......

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Zurich, Switzerland

Market Data

SIX consolidates and standardizes market data from over 1,800 sources to create an authoritative data source for financial professionals. Our stream of market quotes comes from the broadest range of sources. The data is delivered in real-time, intraday, and end-of-day formats, regardless of where in the world it originates. The market data......

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Chicago, IL, United States

Market Monitoring

Clients can choose from three deployment options: application, data feeds, and customized API components. Access real-time market insights Gain access to real-time price changes and in-depth coverage on asset classes. Connect to hundreds of data feeds with direct access to stocks, options, and indices. Discover investment ideas Discover buy-and-sell signals you can count on,......

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Hong Kong, China

Market News

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