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 Solutions1025
- Solution Providers629
- Knowledge Resources327
Featured Solutions
Zurich, Switzerland
3rd-eyes analytics’ wealth and life planning solutions
We provide financial institutions with modular and flexible, white-labelled Software-as-a-Service and API solutions that improve, automate and visualise wealth planning interactively. Our solutions can be configured flexibly to create different use cases along the whole wealth management value chain. This is possible because we follow a service-based architecture, always use......
Client type
Relevant Regions
Zurich, Switzerland
additiv Hybrid Wealth Manager
additiv Hybrid Wealth is a omni-channel, advisor-led, out-of-the-box, fully integrated wealth management suite that is based on the additiv DFS Wealth Platform. It drives omni-channel client experience and servicing. This orchestration suite is designed for the creation and operation of digital offerings, including services and products with various business models for......
Client type
Relevant Regions
Zug, Switzerland
Altoo For Private Wealth Owners
The Altoo Wealth Platform has been created from the ground up to alleviate problems and provide you with an intuitive interface to your total wealth. Designed to give you peace of mind that you trust and understand your data so that you can confidently make clear decisions from it. The platform......
Client type
Relevant Regions
London, United Kingdom
BITA Wealth
BITA Risk provides BITA WEALTH with module options as follows: BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance checks......
Client type
Relevant Regions
Zurich, Switzerland
CREALOGIX Invest
Connecting with any core banking or back office system(s), CREALOGIX Invest provides a self-service system of engagement for clients of wealth management firms. The standardised product allows firms rapidly to modernise their mobile and desktop user experience, or launch completely new digital investing services such as a robo-advisory offering. Offering convenient......
Client type
Relevant Regions
Budapest, Hungary
Wealth Portal
The Wealth Portal is not only an online portal through which clients can check all the information and data of the composition and performance of their investment portfolio, but also a platform for digital communication. The portal is available as a native iOS and Android mobile app or in a......
Client type
Relevant Regions
Lausanne, Switzerland
Risk Analytics and Portfolio Assistant
With Edgelab’s extensive risk analytics and portfolio assistant, banks can deliver a 360-degree view on portfolio risk and generate bespoke portfolios with one click. As a result, they can substantially increase the quality of advice and strengthen the relationship with their clients. Unlike other solutions, Edgelab takes the true nature of......
Client type
Relevant Regions
Zug, Switzerland
Etops Wealth Management Technology
The Etops solution allows you to collect data from a various range of custodians, which can be easily interpreted in various formats using AI-based technology. Our solution performs reliable reconciliation and quality checks overseen by our experienced service team. You profit from aggregated transactions and positions of your portfolios delivered in......
Client type
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
Relevant Regions
Lausanne, Switzerland
Advisory application
Evooq’s solution covers the whole advisory service - from customer on-boarding and risk profiling, to product, campaign and portfolio management. What used to take four to five separate tools can now be executed end-to-end with its advisory application. Clients can streamline operational workflows and let their teams focus on tasks......
Client type
Lausanne, Switzerland
All-in-one platform for structured products
Its all-in-one platform: Enables the design, price discovery and execution of structured products in a fast and efficient manner Generates documentation such as T&Cs, KID and standardized product flyers instantly Allows you to connect compelling investment stories, ready to share with clients Aggregates all structured products in one place, including third-party-products, not traded via......
Client type
Relevant Regions
Lausanne, Switzerland
Content marketplace
The solution enables research providers to Make their research and investment ideas easily accessible Link specific research pieces with suitable investment products Get support with content creation, curation and design The solution enables professional investors to Access investment content from various providers efficiently Share convincing and visually appealing investment stories with clients Obtain real-time prices for suitable......
Client type
Relevant Regions
Lausanne, Switzerland
Wealth platform for IAMs
The solution: Enables the management of investment strategies and model portfolios Provides access to investment stories, themes and ideas Allows generation of investment proposals, suitability checks and systematic monitoring of portfolio restrictions Provides aggregated performance and risk reports across all clients Assist with reconciliation tasks The platform is web-based and is already connected to over 70......
Client type
Relevant Regions
London, United Kingdom
FA Platform
Enterprise platforms that are functionally rich enough to support an entire business are at the forefront of the market. The FA Platform is leading this market with its ability to support both public and private markets, including digital and physical assets. The FA Platform handles everything in one solution, ensuring......
Client type
Relevant Regions
Luxembourg, Luxembourg
FundsDLT Platform Solution
FundsDLT Platform Solution for wealth managers FundsDLT provides a shared platform built on distributed ledger technology. It aims to generate efficiencies, transparency and better client experience all along the investment fund distribution chain. Wealth managers can streamline a range of tasks by using the FundsDLT blockchain to automate processes in a......
Client type
Tel-Aviv, Israel
Solution for the Private Wealth Industry and Distributors
Automate and streamline your structured product business. From the wealth team of a retail bank to a private banking institution, a family office or a wealth manager, the structured investments shall be easy to access, analyse, manage and execute. In a persistently low-interest-rate environment, investors are seeking more yield and better......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Bangkok, Thailand
Smartcards
What are they? Digital business cards that are backed by powerful sales engagement technology. No more paper business cards, instead have a beautifully designed and branded plastic or metal card that with one tap on your recipient’s mobile phone, opens a world of engagement, creating a connection like never before. Why is......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Beverly Hills, CA, United States
Financial Supermarket
For manufacturers (asset managers) that create financial products and are looking to extend access to distributors worldwide (wealth managers, broker-dealers and TAMPs) through a single platform, InvestCloud’s Financial Supermarket is an Amazon™-like international cloud-based marketplace for financial products....
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
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......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
London, United Kingdom
Alternative Fund Administration
As part of ObjectwayPlatform, the Alternative Fund Administration process is where Alternative Investments meets administrative, operational and regulatory requirements in the alternative fund management such as real estate funds, private equity and hedge funds with a unique, flexible and user-friendly solution, in line with regulatory requirements. The platform offers functional coverage......
Client type
Relevant Regions
London, United Kingdom
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......
Client type
Relevant Regions
London, United Kingdom
Investment Advisory
As part of Objectway Platform, Investment Advisory is an integrated and customisable software platform enabling wealth management institutions to set up a client centric advisory process. Augmented intelligence and human governance are blended to achieve higher levels of efficiency and increase customer base, thanks to a quick generation of optimised......
Client type
Relevant Regions
London, United Kingdom
Investor & Advisor Portal, Client Onboarding
As part of Objectway Platform, the Investor & Advisor Portal is omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and adviser. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction,......
Client type
Relevant Regions
London, United Kingdom
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......
Client type
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....
Client type
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......
Client type
Relevant Regions
New York, NY, United States
OpenFin Workspace
Built on OpenFin’s industry-leading container, Workspace helps employees harness the power of seamless data flows, automation, context sharing and intelligent prioritization in a simple, personalized space that takes the labor out of work. Each component of Workspace is formidable in its own right, but the true power emerges when all the......
Client type
Relevant Regions
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......
Client type
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......
Client type
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......
Client type
Relevant Regions
Athens, Greece
Axia Suite
Axia is the cloud/web-based, omnichannel solution for advanced investment management operations. Axia is the evolution of the market proven flagship Profile's platform for the industry incorporating all the modern technologies and functionalities to drive competitiveness and efficiency across your operations and client service. It enhances business agility through a quick......
Client type
Relevant Regions
Grenoble, France
Smart Risk Decisions
At Raise Partner, we believe that financial advisors have a central role to play in this regard, by effectively steering their investments and those of their clients towards greener assets. To achieve this goal, however, they still face a number of challenges: increased and not sufficiently precise regulatory requirements, increasingly abundant......
Client type
Relevant Regions
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.......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Zurich, Switzerland
Global Corporate Actions
Aggregated from all major financial markets, our corporate actions data is structured to maximize the automation of operations. This enables firms to handle the growing volume and complexity of corporate actions. SIX processed over 8.4 million corporate action events processed in 2019. Our data enters the SIX quality control lifecycle from......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Zurich, Switzerland
Sanctioned Securities Monitoring Service
The Sanctioned Securities Monitoring Service from SIX brings together a wealth of securities information, plus analysis of sanctioned entities and sanctions regimes for pre- and post-trade screening. In addition to a daily scrubbed list of tainted entities, SIX experts detail changes to corporate structures and other events that may bring......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
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......
Client type
Relevant Regions
Espoo, Finland
WealthMapper
The WealthMapper platform lets you leverage a powerful range of partners within our ecosystem to deliver new retail wealth management services. The modular digital toolkit utilises the latest developments in technology and distribution to speed up innovation and time-to-market. WealthMapper helps you provide seamless services that show a complete picture of......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
Relevant Regions
Zug, Switzerland
VISION CORE Technologies
Based upon a single data repository, Vision offers portfolio management, risk management and order management as well as all the administrative, audit and compliance functions required in a sophisticated asset management company, bank or family office. Engineered from the ground up to cover a wide variety of asset classes, Vision is the......
Client type
Relevant Regions
Basel, Switzerland
Unblu Conversational Platform
The Unblu Conversational Engagement Platform empowers wealth managers and advisors to deliver a human-driven advisory experience over convenient digital channels. By striking a balance between convenience and compliance, Unblu offers a secure and efficient solution for enhanced interaction and collaboration that is embedded into existing channels like a client portal or......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
New York, NY, United States
Venn by Two Sigma
Cloud-Based Investment Library Get access to over 100,000 public funds, ETFs, equities and indices. Upload any return stream from Excel, PDF or CSV for immediate analysis by all members of your investment team. Venn supports integrations with a number of leading custodians and service providers for automated updates to returns and portfolio holdings. Performance......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
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......
relevant regions
Singapore, Singapore
Singapore, Singapore
Singapore, Singapore
360-ProVestment®
How does it work? 360-ProVestment® quantifies the customer’s financial happiness and hence help advisors to optimize their advice. The optimizer transforms the customer fact find data into a utility (mathematical) function that is unique to the customer. Against this function, it stress tests candidate products against scenarios based on the customer profile......
London, United Kingdom
7IMagine app
7IMagine allows you to interact with the information and see a client’s entire portfolio exactly as you want. View your clients portfolios on the go 7IMagine allows you to view your clients portfolios on the go, as long as you have an internet connection. My Future My Future is a brilliant tool to encourage......
relevant regions
London, United Kingdom
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......
relevant regions
London, United Kingdom
Aave
The Aave Protocol has been audited and secured. The protocol is completely open source, which allows anyone to interact with the user interface client, API or directly with the smart contracts on the Ethereum network. Being open source means that you are able to build any third-party service or application......
relevant regions
London, United Kingdom
ABAKA for Partners
Proactively offer financial guidance, advice and intelligent nudges to help your customers achieve their financial goals. Cognitive financial advisory services Our platform Proprietary natural language understanding built specifically for financial advice. Nudging platform using deep neural networks for personalised and actionable nudges. Source content and bespoke communications to improve financial knowledge. What this means Get instant......
relevant regions
Brussels, Belgium
Abbove
Abbove is a wealthtech company developing a collaborative wealth planning platform (previously called PaxFamilia) that unites financial advisors, their clients, wealth data and technology in one place. To help financial advisors strengthen families over generations, Abbove’s solution supports their wealth management activities on three levels: To understand their clients’ global (wealth) situation.......
relevant regions
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......
relevant regions
Zurich, Switzerland
Zurich, Switzerland
Acolin Oversight Platform
Our oversight solutions are designed to increase visibility and transparency as well as making control and governance more efficient, all on one platform. A SaaS–based data collection and analytics platform, allowing asset managers to efficiently address increasing compliance obligations, gain valuable insights into their distribution network and identify opportunities to improve......
relevant regions
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......
relevant regions
Mountain View, CA, United States
Addepar Trading and Rebalancing
Model Management: Leverage flexible model inputs based on your firm’s style, including the ability to create customized layered models for sleeve-style offerings. Trading & Rebalancing: Align portfolios to targets with portfolio decisions powered by aggregated Addepar data. Rebalance on demand for select accounts, households, portfolios or an entire book of business. Order......
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......
relevant regions
London, United Kingdom
Advantra Wealth
Advantra is a highly evolved, yet simple, personalised and intuitive digital platform. An eco-system that empowers the banks and their clients. ...
relevant regions
Windsor, CT, United States
Advent 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......
relevant regions
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......
relevant regions
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......
relevant regions
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......
relevant regions
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......
relevant regions
Windsor, CT, United States
Advent Insurance Marketplace
In the past, high commissions, complex products, and lack of technology prevented fiduciaries from incorporating the benefits of insurance into their clients’ financial plans. The Advent Insurance Marketplace Powered by DPL eliminates those barriers by offering value-driven products without commissions to deliver greater client benefits at a lower cost. SS&C Advent has partnered......
relevant regions
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......
relevant regions
Sydney, NSW, Australia
Adviser
Why add Macrovue to your stable of product providers? Simplified trading Trade international and ASX-listed shares through a single, intuitive adviser trading platform. Experienced investment team Our concentrated share portfolios (Vues) are professionally constructed, monitored daily and reviewed quarterly. Admin support Online applications, annual tax reports and corporate action support reduce the admin burden. Low fees Our fee......
relevant regions
London, United Kingdom
Adviser/Agent (Hybrid Digital) Platform
Hybrid Advice is a semi-automated financial planning and investing solution that considers clients’ circumstances and offers suitable recommendations to achieve financial goals digitally and through human adviser interaction. This solution provides firms with the ability to deal with personalised client scenarios through appropriate level of human interaction and support. Hybrid Advice......
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......
relevant regions
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......
relevant regions
Austin, TX, United States
AdviserGo
With simulation testing, tax consideration modeling, and integrations capabilities, AdviserGo allows you to transform your clients' dreams into a testable reality. Find out why we're a global leader in financial solutions for the world's top financial institutions. White Labeling Your Brand, Our Solutions. Firms of any size can customize Voyant to their branding......
relevant regions
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....
relevant regions
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......
relevant regions
Leeds, United Kingdom
Advise Wise Platform
From a market-leading Quick Quote to source whole of market plans, to a client CRM to store all your customers’ cases, documents & KFI's. Market-leading Quick Quote Free access to our innovative Quick Quote tool to view all available products in just 3 clicks! Enter three basic details and instantly source products......
relevant regions
Luxembourg, Luxembourg
Advising Kit
aixigo's Advising Kit is more than just investment advisory software. It facilitates the efficient creation of a personalised and regulation-compliant investment recommendation. Thanks to cutting-edge financial technology, time-consuming processes are minimised, thereby shifting the focus to the customer! Our Advising Kit aims to significantly reduce the effort and complexity of providing......
Jersey City, NJ , United States
AdvisorClient Mobile App
Trade any way you’d like with your choice of two powerful mobile trading apps compatible across all your smart devices. Select the app that helps you trade most conveniently. TD Ameritrade Mobile App Track your investments with this simple and straightforward app Trade stocks, ETFs, and options with easy and intuitive order entry......
Darien, CT, United States
Advisor-Client Portal
Built to enrich the advisor-client relationship Gateway allows advisors and clients to digitally collaborate and build lasting relationships. With a personalized dashboard and standard-setting features, Gateway extends the digital environment to create a seamless and secured client experience. A front door to all of your wealth management needs Our solution is engineered with the advisor......
relevant regions
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......
relevant regions
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......
relevant regions
Chicago, IL, United States
Advisor Portal
Our streamlined wealth management process assists advisors in: Holistic Planning & Proposal Generation Developing the Roadmap - Build recommendations on a strong foundation of proven tools and research. Advanced analytics and manager and fund recommendations are based on in-depth PMC research—and integrated with leading financial planning software. Advanced Portfolio Solutions Broad access to thousands......
relevant regions
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....
relevant regions
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......
relevant regions
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......
relevant regions
Irvine, CA, United States
Advisys On Demand
We’ll Do Your Plans and Presentations for You For busy financial professionals or for those who don’t believe they have the demand to justify an annual license fee, Advisys On Demand was created for you. It helps you make the most of every opportunity you create by using Advisys staff to......
relevant regions
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......
relevant regions
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......
relevant regions
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......
relevant regions
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......
relevant regions
Sydney, NSW, Australia
After-Tax Benchmarks and Analytics
Building on Australian and global benchmarks from leading providers with our unique tax expertise, GBST's solution transforms pre-tax benchmarks and portfolio results into post-tax benchmarks and portfolio outcomes. This ensures your reporting considers the benefit of the franking credit uplift and the impact of Capital Gains Tax (CGT), both on......
relevant regions
Singapore, Singapore
AIFMetrics Platform
AIFMetrics is a new-age Wealthtech platform connecting fund managers to their investors and distributors/ intermediaries through an enhanced user experience. Improve the sharing of fund performance metrics and build confidence with investors and distributors in raising successive rounds of capital. A cloud-hosted, mobile-ready platform that transforms your business: new working methods, new......
relevant regions
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......
relevant regions
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. ...
relevant regions
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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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......
relevant regions
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......
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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......
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Madrid, Spain
Allfunds Sweden
Efficient and simple mutual fund order routing, execution and settlement Allfunds Sweden Nordic Fund Market is a digital platform that enables distributors access to third party funds. Under an efficient automated setup, fund distributors can boost their fund order routing, execution and settlements using a single and efficient interface. Boost your fund......
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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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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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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......
relevant regions
Warrenville, IL, United States
Alphathena
Go beyond ETFs and Stock Picking We help advisors and WealthTech partners easily discover and build custom indexes and portfolios that align with the unique values and preferences of every client. Enhance Your Advice with AI Inject your workflows with AI-enhanced efficiency. Use natural language search to discover new equities, screen for ESG preferences and 100+......
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Singapore, Singapore
Alta for Family Offices
Your assets are one of the most important things to you, tirelessly cultivated over time. Where you allocate them should be equally intentional. With Alta, you can transform your assets into conduits for change by backing the most innovative entrepreneurs, disruptive startups and diverse funds shaping our future. Play a part......
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Singapore, Singapore
Alta for Institutions
We understand the importance of adaptivity, whether it’s calibrating portfolio strategies for your clients, or anticipating the changes that come with a VUCA* global landscape. Nonetheless, one thing remains constant — creating meaningful value for your clients. As partners, we’ll help you achieve just that. Work with us to uncover unique......
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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
New York, NY, United States
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
Venice, CA, United States
Altruist Platform
Altruist is a custodial solutionfor 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 insured......
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......
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......
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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......
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......
San Francisco, CA, United States
AngelList
Deal-by-deal investments Invest alongside notable lead investors to access top deals. Invest in a startup fund One investment gets you exposure to 100+ startups. Professional investors For family offices, institutions and financial professionals....
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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......
London, United Kingdom
API
Search for content the way your or your users want 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......
relevant regions
Geneva, Switzerland
API
The Indigita API takes in your specific, contextual information and returns clear regulatory answers, based on the content of the trusted BRP Country Manuals. With our API, you can integrate leading cross-border expertise with core banking systems, CRM applications and other digital platforms. The API enables your systems to provide answers......
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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......
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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London, United Kingdom
Archax
Trade Trade digital securities globally on the Archax exchange Digital securities and distributed ledger technology are streamlining and democratising global financial markets, and allowing you to invest in asset classes that were previously illiquid or hard to trade. Archax provides a global exchange for trading in leading digital security issuances from across the......
relevant regions
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......
relevant regions
Dublin, Ireland
Asora
10,000+ connections to visualise your data Asora is built on an open platform to meet the needs of today’s wealth owners. Connect - Connect your bank and investment accounts Tired of logging into multiple portals to see liquid positions? Connect all of your bank and investment accounts to have everything in one secure, easy......
relevant regions
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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London, United Kingdom
Asset Allocation Enhancement
You will gain a distinctive edge from our AI-Driven investment models to harness opportunities as they arise and increase the efficiency of your portfolio. What our clients can expect A 360-degree Portfolio Check-up The Asset Allocation Enhancement includes our AI-Driven Portfolio Diagnostics. Based on historical and AI-generated stress test scenarios, the Portfolio Diagnostics reveals how......
relevant regions
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......
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......
London, United Kingdom
Asset Match Platform
Equity Acquire shares in profitable, growing private companies. Loans Bid for secondary market debt and loans. Fundraising Make SEIS/EIS investments in select growth companies. Unlocking the market We estimate that there is over £300bn of equity locked up in private UK companies. These are typically high growth mid-cap companies that are key to the UK’s future but......
relevant regions
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......
relevant regions
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....
Munich, Germany
Asset & Wealth Management Platform
We provide the software for: On-boarding processes Portfolio import and historical analysis Electronic document processing KYC Goals-oriented investment strategies Savings Retirement planning Post-retirement income Goals tracking Robo-advisory Customizable automated strategies suggestion engine Quick forecast visualization Automatic allocation and rebalancing Portfolio performance modelling and analysis Scanner Historical market data Monte-Carlo simulation Benchmarking Risk vs return Draw-downs Rich periodical and on-demand reporting Reports autogeneration Efficient printing engine Printed or electronic reporting Self-service Investor portal Tax reports Fees management ...
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....
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......
Newbury, United Kingdom
Automated Advice
Foundation solution The Foundation solution provides the best possible basis for an automated (robo) advice offering. Leading-edge, robust and fully customisable, it allows users to create personalised suitability reports. Valuable management information (MI) is also fed back in the process, helping with compliance modelling and the constant improvement of the consumer experience. Additional......
relevant regions
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
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
London, United Kingdom
AxeTrading
AxeTrading is the award winning global fixed income trading software company that enables unique market making, price making and order execution with AxeTrader. This provides traders access to optimised, personalised and intuitive workflows delivered by highly flexible, agile and efficient technology. AxeTrader interacts seamlessly across over 22 execution venues and connects to......
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
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
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......
Baar, Switzerland
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
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
Moss Point, MI, United States
BidMoni
Who We Are BidMoni, Inc. designed FiduciaryShield as an online platform to create a more efficient retirement plan marketplace for all parties involved infusing technology into what was once a time-consuming and cumbersome process. Plan fiduciaries – anyone with discretion over a plan or control of plan assets – are held to......
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......
relevant regions
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......
relevant regions
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......
relevant regions
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......
relevant regions
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......
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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......
relevant regions
Wheaton, IL, United States
BondWave
BondWave is a trusted partner to some of the biggest names in the financial industry. And we’re affiliated with First Trust Portfolios and First Trust Advisors (collectively “First Trust”). First Trust is a privately held financial services organization which offers a variety of investment services. We’ve made it our business to reimagine fixed......
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......
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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......
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London, United Kingdom
Bricklane for Advisers
Key adviser use cases A flexible and liquid alternative to buy-to-let investment, under your adviser fee remit As a diversification tool for existing managed portfolios – both across asset classes and geographies Solutions for exchanging existing buy-to-let holdings for tax-efficient exposure, with all the benefits of indirect investment Where do our funds invest? Investors can......
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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
Zug, Switzerland
Brokerage
Our brokerage is a Swiss financial intermediary that enables participation for banks and institutional clients in the emerging digital asset class. A world leading secure and transparent trading infrastructure was developed and is maintained by our specialised team of trading, crypto, and IT experts. This infrastructure provides state-of-the-art principal and agency......
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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......
relevant regions
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......
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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......
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,......
relevant regions
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......
relevant regions
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......
relevant regions
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......
relevant regions
Tysons, 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......
relevant regions
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......
London, United Kingdom
CGIX
CGiX automates the calculation, tracking, reporting and modelling of the chargeable gains and allowable losses upon investment portfolios....
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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......
relevant regions
London, United Kingdom
Charizone Charity Reports
Why is it so difficult to make informed, passionate donations based on knowledge - rather than being swayed by a well-planned fundraiser, a glossy website or a shiny marketing brochure? Our reports provide you with meaningful insights about charities in an easily-digestible format. Based on the Charizone Framework, we offer a......
relevant regions
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......
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......
relevant regions
London, United Kingdom
CIS Trader
The CIS Trader is a Web-based Platform that enables institutions to effectively monitor crypto markets by providing data, access to trading venues and portfolio analytics. The CIS Trader provides the user with in-depth crypto market information, including but not limited to, financial data, taxonomic data, crypto indices, a rich news feed......
relevant regions
London, United Kingdom
CityFALCON.com
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, tweets and research Access news stories, tweets, and research for your portfolio and watchlists. Easily create new watchlists with your topics......
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
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
Newbury, United Kingdom
Consumer Guidance
Investment Presents interactive risk-return forecasts for different risk profiles and cash flows, informing decisions around consumer investment products. Retirement Allows consumers to make informed decisions about their retirement goals by exploring different ‘what if?’ scenarios. Flexible retirement options Help to reduce DB liabilities by enabling employees with DB pensions aged 55 or over to consider......
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
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
San Francisco, CA, 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
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...
Membertou, NS, Canada
Cryptocurrency
Orenda provides the means for traders to capitalize on the cryptocurrency market. Real time delivery of data and deep insights into the top cryptocurrencies provides professional with a competitive edge. Orenda’s correlation with cryptocurrencies captures price performance with more certainty. Orenda is continuously focused on evolving Crypto language to accurately......
relevant regions
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
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
London, United Kingdom
Custom Index Calculation
Our API-based approach allows for creation and distribution of custom client indices at scale. Indices can be accessed on demand, or delivered on regular schedules, or fully integrated with a direct indexing application for onward distribution and tracking....
relevant regions
New York, NY, United States
Custom Platform Solution
For wealth managers, wirehouses and private banks Your branded platform powered by iCapital Network so you can market your funds, the iCapital menu of funds or a unique combination of both, to your high net worth investors and provide service for the life of the investment. For fund managers Your branded platform powered by......
relevant regions
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
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
Arlington, TX, United States
Data Aggregation as a Service (DAAS)
First Rate solutions translate complex performance data into a clear and comprehensive picture. With our technology, you can consolidate and audit data from any and all sources, including alternatives and held-away accounts. Whatever direction the markets are moving, you’ll have the insights and vision needed to make better decisions. Turn complexity into clarity First Rate Data......
relevant regions
Mountain View, CA, United States
Data Aggregation & Reconciliation
Automated portfolio data aggregation: Addepar builds direct, automated feeds to hundreds of custodians, fund administrators, data aggregators and data warehouses. Ability to import data: Input data directly into our application or import batches of data from an Excel spreadsheet. Enriched by third-party market data: Third-party market data enriches and reconciles incomplete or......
London, United Kingdom
Data 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
New York, NY, United States
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
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
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
Cardiff, United Kingdom
Delio Private Markets Technology
The Delio Platform enables your organisation to offer a digital, white-labelled private market proposition that covers the entire investment cycle. Origination, distribution, transaction and reporting are integrated seamlessly enabling users to scale their private market offering quickly, efficiently and compliantly. Meanwhile, your clients benefit from 24/7 digital access to your......
relevant regions
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
Bath, United Kingdom
Digital custody, trading and settlement
Most outsourced custodians simply safeguard client assets in a non-segregated omnibus account, with the additional segmentation and reconciliation of client money performed by another third party, or at additional cost. But with Seccl, it comes as standard with our digital custody service – and at a low ongoing cost of......
relevant regions
New York, NY, United States
Digital Investor
Digital Investor is a custody-agnostic online portal that connects advisors and their clients to a compelling, personalized digital wealth management experience. Our portal is engineered for rapid go to market deployment, at scale, without quality decay or added expenses....
relevant regions
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
Madrid, Spain
Digital Selector
Selector Screener Find the funds that best meet your investment criteria. Generate a shortlist of the funds that are most relevant to you within seconds, using a unique set of qualitative and quantitative fields and characteristics that fit your clients needs. Research to enhance your efficiency A selected universe of the best quality funds.......
relevant regions
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
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
Albany, NY, United States
Diligend Solution
Diligend is a web-based software dedicated to the due diligence and monitoring of asset managers. Diligend offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: Digitized Due Diligence Questionnaires Engine (including industry standard templates like ILPA, AIMA, UNPRI, AITEC), automatic flexible responses flagging......
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......
Nice, France
DrawDown Control
Using assets of their choice, our solution enables investors to maximise performance while limiting the maximum drawdown to their pre-defined level....
relevant regions
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
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
Tysons, 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......
Urdorf, 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
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
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
Sudbury, 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
New York, NY, 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
Membertou, NS, Canada
ESG
What is ESG? ESG (Environmental, Social, and Governance) are a set of factors that are used to measure the societal impact and sustainability of an investment. The use of ESG data has developed into a primary component of the sustainable investment process, as it outlines important factors that are often left......
relevant regions
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......
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
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......
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
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:......
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......
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
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......
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
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
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
Dublin, Ireland
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......
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
Boston, 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
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
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
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......
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
Tysons, 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......
Tysons, 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....
relevant regions
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......
relevant regions
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 &......
relevant regions
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,......
relevant regions
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......
relevant regions
London, United Kingdom
Fortu For Business
Moving private banks from paper-based forms to Web3 Apps Enable frictionless digitalisation whilst deepening client insights, Fortu empowers asset managers and private banks via a no-code solution that increases engagement resulting in higher client AUM, enabling wallet share growth and further activation of your existing client base by offering enhanced features......
relevant regions
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......
relevant regions
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......
relevant regions
Singapore, Singapore
Fund Administration
Intuitive and Easy - Give your Venture Capital or Private Equity fund the tools to account, administer and report to your investors. Organize - Access your data from a single source and take control of the data that is otherwise stored in excel sheets across user machines Allocate - Improve your efficiency by automating even......
relevant regions
Hong Kong, China
Fundamentals & Estimates
Financial statements and business summaries are available for your customers to analyze the health of a company. Get the Professional View Consensus estimates of stock earnings and target price give insights on how the professionals are viewing a stock. Data Visualization View visually as charts and graphs for when you want to just scan......
relevant regions
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+ distributors.......
relevant regions
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
Hong Kong, China
Fund Screener
Filters & Criteria Filter by Fund Type, Geographical Regions. Add from over 25 detailed criteria to find a fund that fits your investment profile. Predefined and Saved Strategies Clients can create and save predefined strategies (presets) making them available to all their users through the screener admin tool. Predefined strategies allow clients to......
relevant regions
London, United Kingdom
Fund 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
Luxembourg, Luxembourg
FundSquare for Fund Buyers
Fund selection and sales depends on a transparent structure that allows fund buyers to fulfil all due diligence and risk requirements in an efficient and flexible manner. Fundsquare offers a flexible and responsive infrastructure that enables operational effectiveness across the fund investment process. Covering the three broad areas of regulatory compliance and information,......
relevant regions
Madrid, Spain
Fund Tools
Compare, analyse, select and track Screener Multi-criteria screener that allows you to quickly search funds and select the best option. Watchlist Track your favourite funds and monitor them at a glance. Fund comparison Compare the features of a list of funds in an easy way. Enrich and automate your Corporate Actions alerts Subscribe to a unique corporate actions file,......
relevant regions
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
Horsham, United Kingdom
Fusion Wealth Platform
You understand your clients better than anyone else. That’s why you should control your own technology and platform. Fusion Wealth empowers your business by giving you the tools to put you in control. We provide a unique combination of wrap platform, discretionary management and investment management services. We create a......
relevant regions
Hong Kong, China
FX Trading
FX Monitoring Our FX widgets allow users to monitor all the major currency pairs while watching economic video news and reviewing the upcoming economic indicators. FX Quote Analyze the price action of currency pairs using the interactive chart while simultaneously checking the related economic indicators. FX Trading Responsive FX Trading app supports not only Market......
relevant regions
San Francisco, CA, 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
Sydney, NSW, Australia
GBST Catalyst
Catalyst is a highly configurable digital platform providing real-time access to investor information with the ability to carry out online instructions. Catalyst seamlessly integrates into GBST’s back-office administration platform (Composer), lowering operational costs, removing re-keying and automating data transfer. Select from a comprehensive set of pre-integrated user journeys available by persona......
relevant regions
Sydney, NSW, Australia
GBST Composer
Composer is a comprehensive wealth management solution designed to streamline the administration of wealth products from the distribution channel through to the back office. Based on the latest technology, Composer supports multiple investment products including GIA, ISA/JISA/LISA, accumulation and decumulation pensions, annuities and investment bonds. A full range of asset......
relevant regions
Sydney, NSW, Australia
GBST Equate
Equate Tools and Calculators cover the full spectrum of financial services from simple loans to advanced retirement modelling and can be easily integrated into your existing solutions. The complex calculation engines of Equate are available as full UI components which can be added to existing websites or accessed via API allowing......
relevant regions
Sydney, NSW, Australia
GBST Illustrate
Illustrate, the GBST illustration engine automates the production of branded, FCA compliant illustrations to help investors visualise the growth of their investments. Illustrate caters for pre- and post-sales illustrations and annual regulatory illustrations across pensions, GIAs and ISAs for both new and existing investors. Illustrate is fully integrated into other......
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
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
Boulder, CO, United States
Giving Place
Family Office Reduces time, effort, and risk. Automate gift planning, disbursement and tracking to accelerate charitable activity and achieve client goals while ensuring all tax rules are followed. Do more and do it faster without suffering spreadsheet chaos, frantic follow-up, and compliance pitfalls. Donors & Family Members Every family is different. We’re built for......
relevant regions
Hong Kong, China
Global Indices Map
Users can select to see the current price of any stock index or turn on auto rotate and monitor markets throughout the day. Market Detail Select a stock index to see more details such as charts, sentiment indicators as well as the latest news for the market....
relevant regions
New York, NY, United States
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......
relevant regions
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....
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Singapore, Singapore
Hatcher+ VAAST
H+ Research Our research is conducted using proprietary data, deal flow, and AI-based analytical models "Venture Data Analysis & Forecasting" by Hatcher+ Founding Partner, Dan Hoogterp, details the results of over two years of comprehensive, deep learning-based analysis of 600,000+ venture transactions spanning 20 years. VC 3.0 + Impact-Ready Support for impact scoring and......
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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......
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New York, NY, United States
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......
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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
Sudbury, 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......
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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......
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New York, NY, 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......
London, United Kingdom
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
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
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
Luxembourg, Luxembourg
Information Services
Fundsquare offers a broad range of information services to help industry professionals benefit from economies of scale and time to market, as well as enabling them to concentrate on their core business while bringing a high level of efficiency and quality. These cover the collection, management and dissemination of fund information......
relevant regions
Zug, Switzerland
Infrastructure
With our secure proprietary infrastructure, we support financial intermediaries with the implementation and development of custody solutions and tokenisation projects. As a trusted partner, we advise our clients in crypto asset technology, operations, and risk management. Storage infrastructure Banks and institutions use our storage solutions to ensure the highest security levels possible,......
relevant regions
Oslo, Norway
Infront Terminal
Infront provides a complete online brokerage solution for brokers who want to offer electronic trading services to their active private investor clients. Modern easy-to-deploy desktop, web and mobile apps, back office integration, order validation and web-based user administration tools help brokers efficiently leverage their existing infrastructure for increased order flow....
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.......
relevant regions
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......
relevant regions
London, United Kingdom
Insights Widget
Instrument-level analytics often create more questions, create disengagement and more confusion for the users. illio’s insight widget helps your users learn what matters most about any instrument, watchlist or holding, to trade more effectively. Each insight gives the user a clear storyline, the insight they should take away, clear and eye-catching......
relevant regions
Cambridge, United Kingdom
Insignis Cash
Insignis offers active management of cash deposits to improve returns on your money. Opening multiple bank accounts to benefit from ever changing rates is too time consuming. With a single Insignis account, you gain access to the whole savings market. Whether you are an individual, company, charity, trust or local......
relevant regions
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......
Zurich, 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
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......
relevant regions
Boulogne-Billancourt, France
Instrument Box
A typical user scenario is to bring agility to applications already supporting basic structured products. With the addition of Instrument Box, such applications can immediately benefit from advanced features (such as valuation, reporting services, life-cycle processing) for a wide range and expandable list of derivatives. Business challenges Respond to unmet analytical and processing......
relevant regions
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......
relevant regions
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......
Mountain View, CA, United States
Integration Center & APIs
Access integrations: The Integration Center centralizes information and collateral on supported Addepar integrations, portfolio and market data providers, providing a seamless one-stop-shop for customizing your tech stack. Developer portal: Leverage our suite of APIs and resources to develop new solutions and seamlessly integrate Addepar with your existing systems and workflows. ...
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......
relevant regions
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......
relevant regions
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......
relevant regions
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......
relevant regions
Zurich, Switzerland
Interactive Advisor
Most advisors in banks are overwhelmed and struggling to find relevant content and ideas for their clients. And as there is an increase in technology, mainly from the regulatory angle at the expense of the client communication, low touch experience occurs. What if you had personalized and targeted content recommendations that......
relevant regions
Hong Kong, China
Interactive Chart
Works Anywhere Our flagship charting module is HTML based and works in any browser whether PC or Mobile. No plugins are required. Advanced Charting Tools With over 60 technical indicators, multiple chart types, advanced drawing tools and annotations, you can easily create even the most esoteric of chart layouts. Performance Comparison Search and add instruments......
relevant regions
Hong Kong, China
Interactive Heatmap
Market Performance At-A-Glance Get the big picture view of market performance visually in real-time or delayed. Quickly spot the outliers based on color or size of the tiles. Asset Classes Heatmaps can support different asset classes from stocks to sectors. Drill down into sector tiles to view sector constituents making it easier to......
relevant regions
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,......
relevant regions
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
Beverly Hills, CA, United States
InvestCloud Black
InvestCloud Black is an integrated, cloud-based performance and risk platform that has been designed to empower managers to better analyze their portfolios – simply and flexibly – across all asset classes. Black offers powerful tools to increase operational efficiency and streamline workflows related to portfolio analytics, while providing robust and......
relevant regions
Beverly Hills, CA, United States
InvestCloud Private Banking Platform
For private banks, global by nature, you and your clients have sophisticated needs, from asset class coverage to planning requirements. InvestCloud’s Private Banking Platform is a multi-country, multilingual and multi-currency solution that is simultaneously globally portable yet handles all local regulations and needs. Unlike hard-coded, single-country solutions, InvestCloud’s Private Banking Platform......
relevant regions
Beverly Hills, CA, United States
InvestCloud White
InvestCloud White is designed from the ground up to be an intuitive and seamless experience for clients and advisors alike. All tools are built on the same InvestCloud platform that has hundreds of apps for client communication, client automation (digital advice), client management, information warehousing, performance, billing, trading and accounting. InvestCloud......
relevant regions
London, United Kingdom
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......
relevant regions
London, United Kingdom
London, United Kingdom
London, United Kingdom
Lake St Louis, MO, United States
Investing You
We are a group of professionals from the financial and positive psychology field who have developed a program to help financial advisors create a better model for connecting the “why” behind the money their clients invest. We help advisors make a positive impact on their clients lives, which in turn, helps......
Sydney, NSW, Australia
Investment
Deliver investment advice to your entire customer base. Your data + journey = ability to easily engage those looking to invest. Enable your customers to access investment advice when they want, where they want and with the option to engage a face-to-face adviser. Increase profitability for your wealth management channel by lowering......
relevant regions
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......
relevant regions
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
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......
New York, NY, United States
Investment Platform
Marketplace Seamless, real-time access to structured investments, annuities, and defined outcome ETFs. Simplified, centralized marketplace Intuitive navigation and smart filtering options Interactive investment details pages explain how products work Streamlined order entry for SI and position monitoring for annuities and ETFs Lifecycle Performance management, simplified and optimized. An advisor’s book of SI business, centralized in one place In-depth analytics......
relevant regions
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......
relevant regions
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......
relevant regions
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......
relevant regions
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
Munich, Germany
Investor Portal
Devexperts Investor Portal is a software application for investors to see their assets and manage their portfolios, and for advisers to provide investors with investment strategy options and financial reports. The solution can be easily to integrated into a client’s existing infrastructure, connected to various venues, upload an overview of previous......
relevant regions
Singapore, Singapore
Investor Portal
Modern Dashboard - Publish key metrics and let investors visualize progress on interactive dashboards. Custom Branding - Promote your brand by adding your Fund's logo on Investor Portal. Digital Signature - Authorize capital notices using digital signatures with the help of DocuSign. Boost Transparency - Publish key policies and let investors view their management fees, performance fees......
relevant regions
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
Kloten, 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
New York, 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
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......
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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......
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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......
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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......
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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,......
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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......
Geneva, Switzerland
Liquidity Provider of Cryptocurrencies
Converting Crypto to Fiat or Fiat to Crypto for large amounts is now a problem of the past. We offer our clients virtually unlimited daily withdrawal capacity and are actively following the block trade market. We work our orders with best execution practices through dedicated traders, remaining focused and thorough......
relevant regions
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......
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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......
Boulder, CO, United States
Louise by TIFIN
Louise empowers advisors to grow their practices by engaging clients with a personalized, digital charitable giving platform. Sprung from the confluence of wealth management and philanthropy, our scalable end-to-end solution supports the charitable goals of the whole family through personalized Donor Advised Funds. With Louise, users can search and discover over......
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Frankfurt, Germany
LPADoc
Terms & Conditions, product presentations and explanation videos created at the touch of a button LPADoc merges knowhow and technology, so that you can automate the creation of your processes and documents, and your employees can put in less manual work and focus on consulting customers instead. The software not only......
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......
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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
Sudbury, 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......
relevant regions
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......
relevant regions
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....
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,......
relevant regions
Hong Kong, China
Market News
Multi-media News Picture and video news covering major world and market events can help increase engagement with your users....
relevant regions
Mountain View, CA, United States
Marketplace
A wide range of financial products: Explore opportunities across hedge funds and private equity, cash management and secondary trading in private securities and LP interests. Digital transaction lifecycle: View relevant information on products and providers, utilize tools such as common investor profiles, review digital subscription documents, order tracking across all stages......
Norwalk, CT, United States
Markets Analyzer
Factors help tell your unique story Markets Analyzer, part of the Style Analytics solution, provides critical market context to the performance of any equity portfolio. With Style Skyline™, you can quickly visualize factor exposures of the equity markets. Our managed service compiles a custom factor analysis monthly report just for you.......
relevant regions
New York, NY, United States
MarketScope Advisor
CFRA’s essential analytical tools will help you stay on top of changes in the markets so you can make informed investment decisions, track strategies to maximize returns, and deliver clear investment insights to your clients. How it works Explore research Access our full suite of research services through CFRA’s online portal, MarketScope Advisor, or your......
Portershed, Ireland
MarketXLS
Meet the #1 Excel-based investment research solution for serious investors. Stocks, ETFs, options & mutual funds – affordable data all in one place ...
Boston, MA, United States
MARS
As if the market itself wern't complex enough, creating a sustainable investment management process within your firm brings its own intricacies. When all your systems, from portfolio accounting to customer relationship management, are run in isolution your entire process slows and stagnates, making it impossible to deliver the best results......
Vacaville, CA, United States
MasterPlan Financial Software
With our comprehensive financial planning software, you can record, analyze, and present all aspects of a client's current and proposed financial situation. MasterPlan’s financial planning software keeps track of all a client owns, owes, earns, spends, receives in social security, and pays in taxes from the current year through retirement and beyond to......
San Francisco, CA, United States
Matik Platform
Connect to a Data Source - Connect to any data source Connect to a data warehouse, REST API, Salesforce, Google Sheets or BI tool - No ingestion, just querying Matik doesn’t ingest data making implementation easy Create Insights - Turn data into insights Define insights as simple field lookups or complex SQL queries - Create insights in any form Transform data......
Boston, MA, United States
Maxifi Planner for Advisors
MaxiFi Planner incorporates the revolutionary Economics Approach to personal financial planning. Learn more about how MaxiFi Planner PRO works The program presents detailed plans including a projected lifetime balance sheet showing income and expenses through age 100. Each category is detailed annually showing fixed and discretionary spending, retirement account withdrawals, taxes, etc.......
Boston, MA, United States
Maximize My Social Security For Financial Advisors
All possible filing strategies All major benefits All major rules and provisions Financial professionals love Maximize My Social Security because . . . the software suggests safe ways to make their clients tens if not hundreds of thousands of dollars 10,000 Baby Boomers are retiring every day and need to make Social Security benefit decisions they trust......
New York, NY, United States
Maxit
Maxit is the industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution. Combining proven technology, robust processes, exceptional data accuracy and decades of tax operation and experience, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements....
relevant regions
New York, NY, United States
MaxMyInterest for Financial Advisors
Attract new clients Strengthen existing relationships Bring held-away cash into view Provide more holistic advice HNW household asset allocation High net worth individuals are currently holding 23.7% of their portfolios in cash and equivalents. Until now, it hasn’t been worthwhile to focus on cash. Help clients earn more With Max, your clients can now earn up to 2.50% yield on cash,......
New York, NY, United States
Mercury iFunds™
Mercury iFunds™ snapshot Comprehensive, end-to-end, paperless solution for accessing a broad menu of online offerings, independent research, product tutorials, roadshow videos, and institutional due diligence, all investable in a single automated subscription document Dedicated team of 16 professionals focused exclusively on due diligence, origination, and project management Efficient, seamless, and simple to navigate;......
London, United Kingdom
Mergermarket Subscription
Predictive intelligence We’re focused on pre-event intelligence, talking to dealmakers before the deals are announced so subscribers have the best chance of knowing what’s going to happen next. League tables Mergermarket‘s ‘Who‘s who in M&A’ league tables have become an industry standard among investment professionals, helping you analyse firm performance and enhance your......
Stockholm, Sweden
MFEX Platform
MFEX offers a complete solution for fund trading, custody and rebates, giving you one single access point to global fund markets. You will have access to our proprietary state of the art system, developed in-house, as well as a dedicated relationship manager. MFEX's Trading System: Trading Transfers Execution Settlement Custody Reporting Corporate actions Cash management ...
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London, United Kingdom
(M)Give
First global impact platform In response to the global commitment towards sustainability and impact, Maanch is the worlds' first platform to provide a secure, data driven, scaleable solution for engaging wealth owners, intermediaries and beneficiaries on impact and accelerate achievement of UN Sustainable Development Goals (UN SDGs). Projects worldwide Partnering with credible registered......
relevant regions
San Francisco, CA, United States
Middle Office & Trading Risk
Firms are trading ever larger derivatives volumes as they address new market demands and incorporate financial innovations. The total cost of trading is also increasing driven by larger trading volumes and, in addition to existing XVA spread and margin requirements, new complex regulations such as Basel III’s FRTB and SA-CCR.......
relevant regions
London, United Kingdom
Mintus
Find out how you can get access to an art market that’s performed almost three times better than the S&P 500 since 1986* with Mintus. *Source: The Live Art Index. How it works Source Artworks are sourced from institutions, galleries, artists or individuals. Prior to platform listing, the artwork’s authenticity and market value is determined by......
relevant regions
London, United Kingdom
(M)Invest for Investors
(M)Invest for investors Make impact-centric investment decisions with our investor dashboard Efficient engagement and stewardship Access all portfolio companies’ financial and impact information, streamlining data aggregation for due-diligence activities. Reporting at portfolio and company levels Engage and align with key stakeholders of portfolio companies and funds, ensuring impact targets are met. (M)Invest for businesses Easily identify, visualise......
relevant regions
Tel Aviv, Israel
Mirror Trading
Mirror Trading is the core concept behind the unique offering of the Mirror Trader, Tradency’s innovative trading platform. The Mirror Trader is the largest technology provider for brokers with over 200 brokers and 2M retail clients users since 2005. The Mirror Trading concept is quite simple: Tradency servers keep track of......
relevant regions
Boston, MA, United States
Model Design & Delivery
Whether you’re starting with your own models, a third-party model, designing them from scratch or selecting from the “best practice suite”, 55ip will work with you consultatively to create your own menu of investment strategies to utilize across your practice. You can further customize at the client-level to deliver the......
relevant regions
Tel Aviv, Israel
Modelity Structures
A quicker sales process Elimination of errors Shorter time to market for new products Avoidance of time-consuming manual work The sales module is focused on structured products transparency and explanation, enhancing the seller’s relationship with the end client. Computed outputs such as actual historical performance, Stress Tests, VaR and Monte-Carlo projections are presented in......
relevant regions
Auburn, CA, United States
Model Marketplace
Partners include: Allianz Aptus Capital Advisors Blackrock Capital Group Donoghue Forelines Dorsey Wright Eventide Fidelity Investments First Trust Franklin Templeton Inspire Invesco Likefolio Opto PIMCO Redwood Investment Management Charles Schwab Investment Management Swan Global Investments Vident Financial WisdomTree Best of all - If you’ve got Nitrogen, you’ve got the Nitrogen Partner Store....
relevant regions
Madrid, Spain
Model Portfolios Services
Model Portfolio Service (MPS) provide risk-rated portfolios, controlled by a powerful and complex investment methodology. Performance-based information on investment assets is widely available We provide quant-based research to support businesses get more time with their clients. Our goal is to share our expertise, consistency in the investment process, and a market advantage......
Powhatan, VA, United States
MoneyGuideElite℠
Includes all MoneyGuidePro® features plus: Total income modeling - dynamic distribution presentation module Advanced lifetime protection - protect your clients over their lifetime, not just today Secure income modeling - advanced annuity strategy modeling to cover essential expenses Tax planning - quantify the savings and illustrate the impact of tax strategies in the plan ...
relevant regions
Powhatan, VA, United States
MoneyGuidePro®
Includes all MoneyGuideOne℠ features plus: What If worksheet - the power-user feature, change up to five scenarios in one place Plan summary - detailed, customizable executive summary and action items Custom report templates - customize report templates to fit your presentation flow Estate planning - Federal and State estate tax, flow charts and what ifs Custom......
relevant regions
Arlington, VA, United States
Money Manager X-Change
For advisors, one of the biggest benefits of working with E*TRADE Advisor Services is the efficiency the technology platform provides. And it’s no different with the MMX program. You have access to powerful investment management capabilities right from the Liberty platform. Benefits of Money Manager X-Change Supplement your existing strategies to create......
relevant regions
St Helier, Jersey
Monitoring
A quantitative approach. The Enhance Manager Analysis Programme (EMAP) quantitatively assesses the suitability profile of each investment portfolio against a defined Investment Policy using a combination of returns-based and holdings-based analytical techniques. Our proprietary EMAP Rating scores each investment portfolio using risk and return characteristics relative to the portfolio’s benchmark. This is......
relevant regions
Berlin, Germany
Moonfare
Leverage the Moonfare Platform to bring private markets to your clients portfolios 1. Top-tier funds Highly curated PE funds across diverse strategies and regions. 2. Unique selection Often oversubscribed funds or those not available to individuals. 3. Fully digital process Paperless onboarding, signing, reporting and capital calls; available as “white label” platform 4. Open architecture platform Combine your......
relevant regions
Chicago, IL, United States
Morningstar® Advisor Workstation
Add color to your client communications Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports. Client reporting Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Show what your advice can do Walk......
relevant regions
Chicago, IL, United States
Morningstar® Annuity Intelligence
Robust, in-depth research on annuities Morningstar Annuity Intelligence is a research tool that helps you uncover the strengths and weaknesses of annuities. We offer active and historical data on nearly all variable annuities, along with increasing coverage of fixed indexed and fixed annuity products. Complex characteristics, clearly explained No need to dig through......
relevant regions
Chicago, IL, United States
Morningstar Commodities and Energy
One secure product for all your data needs The heart of our product is Marketplace, an API-based, centralized, and SOC1-compliant data warehouse. Marketplace uses private feeds to keep your proprietary data discrete from market data, so you can access both in one place without compromising security. Outsourced data management Work with us to......
relevant regions
Chicago, IL, United States
Morningstar® Data
The data you need in one place Informed by our research expertise, we categorize our fund, company, and real-time market data on a singular methodology to enable a comprehensively mapped system of securities, collectives, and analytics. This data concordance powers the most unique and multifaceted insights. Equity data Build better portfolios with company-......
relevant regions
Chicago, IL, United States
Morningstar Direct
Whether you need to select, create, or market investments, Morningstar DirectTM optimises your process by centralising institutional-strength data, proprietary analytics, and in-depth investment research in one platform. The foundation you need for sophisticated financial analysis. Data Understand your firm’s data in context with our global, multi-asset investment database, including historical portfolio holdings, equities, model......
relevant regions
Chicago, IL, United States
Morningstar® Essentials
Building investor confidence with integrity We’re evaluating investments from the viewpoint of an investor. You can use our independent metrics to validate important details about your funds—like how your funds stack up to their peers or if we expect them to outperform over a full market cycle. Expanded coverage to move the......
relevant regions
Chicago, IL, United States
Morningstar® Plan Advantage
An integrated platform to help advisors manage, grow, and streamline their retirement plan business Powered by a network of more than 25 plan providers, Morningstar Plan Advantage helps advisors prospect and obtain pricing, manage plan lineups, and access detailed investment information—all from one place. For advisors One centralized dashboard to help advisors grow......
relevant regions
Chicago, IL, United States
Morningstar Reporting Solutions
Reporting support where you need it Our solutions empower global firms to tell their story efficiently through print and digital reports. Create templates that align to your brand’s core value without losing the ability to scale the report creation and distribution processes. Outsource and scale custom report creation Morningstar Publishing System More effectively manage......
relevant regions
Chicago, IL, United States
Morningstar Research
Built on a singular framework, the independent, global insights of our research analysts and quantitative models form the gold standard for analyzing investment options. Our commitment to transparency and demonstrated performance fuel the strongest outcomes. Equity research Make confident investment decisions powered by our commitment to fundamental research and a consistent methodology......
relevant regions
Chicago, IL, United States
Morningstar® Total Rebalance Expert®
What we offer Our customizable technology will help you find the best trades to increase tax savings, reduce fees, and maintain target allocations. Simplify the portfolio management process and automate the rebalancing aspect of your practice to save time and prevent errors. Access the big picture With our real-time, snapshot view, easily check......
relevant regions
Glasgow, United Kingdom
MortgageBrain
A quick and easy to use mortgage sourcing system which can facilitate multiple sourcing per client, 90% of sourcing from a single screen and client specific best buy tables, to name just a few of its features....
Melbourne, VIC, Australia
Mortgage Sales and Originations
Recognised as the most advanced end-to-end software of its kind, our mortgage sales and originations software is helping lenders of all sizes transform the way they do business. Remove the constraints of legacy systems, innovate and grow with software that helps your business create a better mortgage experience for everyone. MSO provides......
relevant regions
Zurich, Switzerland
Move Digital Platform
Move Nexus Collect, connect and analyze internal and external content from news, research and expert views Move Solutions Offer bespoke solutions to your clients, including financing, hedging services and risk exposure adjustments Move Indices Create custom indices to monitor themes over time, analyze investment ideas and implement proven strategies Move Risk Manager Design and process specific macro risk......
relevant regions
Windsor, CT, United States
Moxy
In a complex and fast-paced trading environment, a seamless trade order management system is more important than ever. Moxy is proven to improve operational efficiency with a seamless workflow from portfolio modeling through to trade creation, execution, confirmation, allocation and settlement. Part of the powerful Advent Investment Suite and built on industry-standard technology,......
relevant regions
New York, NY, United States
Multi-Asset Portfolio Management
Driven by regulators, rating agencies, or a demand for best practices in investment solution design, asset allocation, and risk management, asset managers and investment advisers are facing ever greater requirements for modeling capabilities. Built around our economic research and scenario modeling capabilities, our analytic solutions enable asset managers to build......
Hedingen, Switzerland
Mydesq Advisor
Product shelf All that you did on your desktop through multiple applications is now possible through the mydesq application on the ipad. Spend more time facing your clients and have the flexibility to work anywhere. Client profiling All your activities such as creating a proposal, sending reports to clients, documenting advice, and opening......
relevant regions
Auckland, New Zealand
Myriad
Myriad is an integrated set of custom-configurable software modules that provide a flexible, fully automated, highly scalable end-to-end solution for wealth management. Built on industry-standard, open database architecture, the platform offers a high level of flexibility and an extensive breadth and depth of functionality. It also integrates seamlessly with your existing......
relevant regions
New York, NY, United States
Nasdaq Data Link
Nasdaq Data Link is a powerful, centralized, cloud-based technology platform providing access to more than 250 trusted data sets, available via API. Search, discover and build. Competitive advantages Curated, actionable intelligence We research, select, prepare and deliver unique, high-quality data. Fewer than 1 in 100 datasets we analyze become products, resulting in a curated, best-in-class......
relevant regions
Mountain View, CA, United States
Navigator
Portfolio Cash Flow: Customize market scenarios and compare their impact to “base case” model forecast to enable analyses of projected cash flows and cash balances to determine how much “dry powder” is available for investment opportunities. Model & Assess New Market Opportunities: Assess the impact of potential investments and seamlessly modify......
Milwaukee, WI, United States
NaviPlan® for enterprise
Comprehensive planning Built on the most precise calculation engine in the financial planning market, NaviPlan scales to meet the diverse needs of any enterprise organization....
relevant regions
London, United Kingdom
Neotas Platform
We gather, and process data from an unlimited number of open sources including social media, and the deep, and dark web. This provides clients with clear, easy to understand reports and dashboards to enhance their decision making. Neotas are the next level of due-diligence. We leverage the power of our platform......
relevant regions
Toronto, ON, Canada
NexJ Advisory Service
To stay competitive, elite international private banks and wealth management firms are focused on personalizing the advisory service that they offer to today’s high net-worth (HNW) clientele. Industry leaders are empowering their relationship managers with specialized tools to efficiently establish, maintain, and execute a tailored advisory experience quickly. NexJ’s Advisory......
relevant regions
Madrid, Spain
Nextportfolio
Client and model portfolio tools Our advanced portfolio management tool is designed to manage all the data needs of your advisors and clients. Obtain interactive data analytics on asset allocation, risk factors and performance for your model and client portfolios. Be aware of any significant events by setting up alerts on......
relevant regions
Nassington, United Kingdom
Ningi
Websites Run and manage your website in one place. Have leads, contact requests and analytics all flow right into your back office. Run multiple websites/brands, test and launch trading styles quickly. Engagement; tools, calculators and seminars Launch one of the many Ningi tools and calculators. Run live seminars, with Q&A, voting and polling. Deliver on-demand content, previous......
relevant regions
Auburn, CA, United States
Nitrogen APIs
Leverage Nitrogen’s API Leveraging Nitrogen’s core API means less time messing with data and more time focusing on business growth and client engagement. With six separate APIs (and more to come) we’ve made it quick and easy to connect your tools with our best-in-class technology. Available APIs include: Nitrogen Risk Number® GPA® Nitrogen Risk Tolerance Questionnaire Nitrogen......
relevant regions
Auburn, CA, United States
Nitrogen Growth Platform
Grow faster - Most firms aren’t growing They have an asset platform, a CRM, and a planning tool, but something is missing. Something that gets the growth flywheel spinning. Turning a website into a lead gen machine. Turning those prospects into ACAT form moments. And turning those assets into committed clients.......
relevant regions
New York, NY, United States
Notification Center
Notification Center leverages the flexibility of OpenFin’s operating system to help employees work smarter with simple, yet effective controls built in. ...
relevant regions
Singapore, Singapore
Noviscient
What we do We work with boutique trading groups around the world to provide scalable access to alpha for our investors. Our proprietary models dynamically allocate to these alpha strategies to deliver customised solutions with consistent performance in all market conditions. Paramount to our principles is the provision of access to......
relevant regions
Leamington Spa, United Kingdom
now:advise
now:advise is an online, 'out of the box' regulated financial practice management tool that supports the end-to-end advice process, client and service management, valuations, task management, management information and remuneration management in one efficient solution. Built on our powerful technology platform, focus:360 now:advise delivers the same core functionality as focus:advisor, but with a......
relevant regions
Leamington Spa, United Kingdom
now:plan
Built on the core focus:360° platform, now:plan delivers powerful modelling capabilities to deliver a truly interactive user experience that consumers and advisers alike find intuitive and engaging. Totally compatible with now:share co-browsing, our tools work with you, wherever you are and whenever you need them. The now:plan Cash Flow Modeller gives financial advisers an easy and engaging......
relevant regions
London, United Kingdom
Nucoro Platform: Self-Directed Investing
Our holistic wealth management platform gives your customers easy access to the stock market, empowering them to invest in the brands they love instantly, from their mobile device or desktop. Enabling fully automated next-generation financial products for your clients, your new digital service offers a streamlined, seamless journey for every......
relevant regions
Bangkok, Thailand
Odini
Make a sums of money, make a million. It's easy to get started, and others can do it, too. Automatically arrange a portfolio to select funds. Send orders through the app Open an investment account through the app (Paperless) approved in 3 working days. One time investment You can buy many funds covering 16 asset......
Montbonnot-Saint-Martin, France
OdonaPlace
OdonaPlace, A digital experience for your clients Personalize your applications We integrate your brand identity, your logo and your graphic charter. We do it all. Intergrate and share Integrate your applications on your web pages (website, landing page, campaigns…) Communicate Easily give your clients personalized access links to your applications by email, SMS, …...