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

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• North America
• Western Europe

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

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Middle East
• Western Europe

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

• Asset Managers
• Bank Wealth Managers
• Financial Advisors

Relevant Regions

• Eastern Europe
• North America
• Western Europe

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

• Asset Managers
• Bank Wealth Managers

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

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Financial Advisors

Relevant Regions

• Eastern Europe
• Western Europe

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

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

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

• Western Europe

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

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

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

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Middle East
• Western Europe

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

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Middle East
• Western Europe

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

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Middle East
• Western Europe

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

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• End Private Clients
• Financial Advisors

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

• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

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

• Africa
• Asia
• Caribbean
• Middle East
• North America
• Western Europe

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

• Asia
• North America
• Oceania
• Western Europe

Fintech friendly CRM built for banks, asset managers, remote workers and much more. Sell faster. Close more deals. InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction, wealth advisors check on their customised InvestGlass platform for recommendations. InvestGlass is not an investment advisor, broker or dealer and......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Western Europe

The needs of UHNW clients are increasingly sophisticated, diversified and competitive. So we have mobilised a powerful combination of global experience, local expertise, in-depth understanding and cutting-edge technology to surpass expectations and advance the efficacy of family office support services.  Whether you represent a single family office, multi-family office or are......

Client type

• Asset Managers
• End Private Clients
• Family Offices

Relevant Regions

• Africa
• Asia
• Caribbean
• North America
• Western Europe

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

Client type

• Asset Managers
• End Private Clients
• Family Offices

Relevant Regions

• Africa
• Asia
• Caribbean
• North America
• Western Europe

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

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

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......

Client type

• Asset Managers
• Bank Wealth Managers

Relevant Regions

• Western Europe

Deliver a superior advisor-led client experience and supercharge your advisors’ capabilities, freeing up their time to build deeper relationships and drive new business development. Build trust, increase conversion and provide deeper knowledge to your clients with AI-powered portfolio insights at your advisors’ fingertips. Deliver a slicker service to your clients and give......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager

Relevant Regions

• Asia
• Eastern Europe
• Middle East
• South America
• Western Europe

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

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager

Relevant Regions

• Asia
• Central America
• Eastern Europe
• North America
• South America
• Western Europe

Centralise All contacts, assets and documents in a single, secure location. Easily gather, maintain and share data from anywhere in the world. Move your information from multiple locations to your own private cloud & ensure nothing is ever forgotten. Orca is your single source of truth from which to coordinate the perfect......

Client type

• Bank Wealth Managers
• End Private Clients
• Family Offices
• Financial Advisors

Relevant Regions

• Eastern Europe
• Middle East
• North America
• Western Europe

Globally, OPAL is a leading solution in jurisdictions where regulation such as the Retail Distribution Review and MiFID II has had a significant impact on the wealth management sector. By leveraging the company’s institutional investment risk management expertise of using top-notch calculations as the core of the solution, OPAL enables financial......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

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......

Relevant Regions

• Asia
• Eastern Europe
• North America
• Western Europe

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

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

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

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

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

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Our Goal Based Wealth Management module introduces a new era of holistic financial advice by bridging the gap between traditional financial planning and modern investment advice. Client profiling becomes an interactive experience centered on the client’s goals. With the full financial situation modelled, future scenarios are visualized and the feasibility......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

ImpaQt plus is an end-to-end stand-alone application for private banks. Covering the entire advisory process from client profiling to portfolio-construction to pre-trade suitability checks over portfolio analytics to reporting and trade execution. This tool is the client advisor’s key to success....

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

prospeQt is a data-driven platform that empowers investment officers and research analysts through processes such as product marketing campaigns, recommendation list construction and performance monitoring....

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Tower is the TechRules leading software solution for wealth management. It is the answer to obtain a complete lifecycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices

Relevant Regions

• Central America
• South America
• Western Europe

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

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Clout by TIFIN enables advisors to unlock growth through hyper-personalized digital marketing campaigns. Clout leverages human + AI to tailor advisor marketing campaigns to meet prospects and clients at the right time and on the right platform. Our approach helps advisors build better relationships, drive more leads, and grow their......

Client type

• Asset Managers
• Family Offices
• Financial Advisors

Relevant Regions

• North America

Louise empowers advisors to grow their practices by engaging clients with a personalized, digital charitable giving platform. Sprung from the confluence of wealth management and philanthropy, our scalable end-to-end solution supports the charitable goals of the whole family through personalized Donor Advised Funds. With Louise, users can search and discover over......

Client type

• Asset Managers
• Family Offices
• Financial Advisors

Relevant Regions

• North America

TIFIN Grow, part of TIFIN Wealth, helps wealth managers create hyper-personalized and intelligent investment proposals for their prospects by matching portfolios to an individual’s risk, planning, and financial personality insights. TIFIN Risk helps advisors with compliance, prospecting, and client retention by calculating and comparing three risk scores: risk capacity, risk preference,......

Client type

• Asset Managers
• Family Offices
• Financial Advisors

Relevant Regions

• North America

TIFIN Personality helps advisors grow their practice with cutting-edge AI technology that uses positive psychology to identify what matters most to investors. It empowers advisors to differentiate their offering, deepen relationships, engage with new clients, and even discover held-away assets.  TIFIN Personality is part of TIFIN Grow, which helps wealth managers augment......

Client type

• Asset Managers
• Family Offices
• Financial Advisors

Relevant Regions

• North America

TIFIN Plan is part of TIFIN Grow, which helps wealth managers augment their businesses through personalization at scale. TIFIN Grow empowers advisors to understand their clients’ and prospects’ fears, needs, and wants through risk, planning, and personality assessments. Advisors may complement TIFIN Plan with TIFIN Grow’s Risk and Personality platforms to......

Client type

• Asset Managers
• Family Offices
• Financial Advisors

Relevant Regions

• North America

TIFIN Risk is part of TIFIN Grow, which helps wealth managers augment their businesses through personalization at scale. TIFIN Grow empowers advisors to understand their clients’ and prospects’ fears, needs, and wants through risk, planning, and personality assessments. Advisors may complement TIFIN Risk with TIFIN Grow’s Personality and Plan platforms to......

Client type

• Asset Managers
• Family Offices
• Financial Advisors

Relevant Regions

• North America

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

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

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

• Asia
• North America
• Oceania
• Western Europe

Fully configurable to your in-house advice policy, Turo has a wide range of capabilities. At its entry-level, Turo offers an automated, chat-bot powered financial health check that determines how much the user needs to save per month to reach their savings and retirement income goals.  At its advanced level, Turo can......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Financial Advisors

Relevant Regions

• Western Europe

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

• Western Europe

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relevant regions

• Asia

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relevant regions

• Asia

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......

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

• Western Europe

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

• Western Europe

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

• Western Europe

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

• Western Europe

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

• North America
• Western Europe

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

• North America

Deliver exceptional client experiences: - Access a unified client view - Track profitability - Increase operational efficiency ...

relevant regions

• Oceania

...

relevant regions

• Western Europe

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

• Western Europe

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

• Western Europe

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......

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

• Asia

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

relevant regions

• Western Europe

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

• North America

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

• North America

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

• North America

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

• North America

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

• Asia
• Middle East
• North America
• Oceania
• Western Europe

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

• North America

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

• Oceania

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

• Oceania

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

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

• Western Europe

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

• Western Europe

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

• Western Europe

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

• North America
• Western Europe

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

• Western Europe

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......

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......

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

• North America
• Oceania
• South America
• Western Europe

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

• North America

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

• North America

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

• North America

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

• Western Europe

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

• North America

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

• North America

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......

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

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

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

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

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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......

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AIFMetrics is a new-age Wealthtech platform connecting fund managers to their investors and distributors/ intermediaries through an enhanced user experience. Improve the sharing of fund performance metrics and build confidence with investors and distributors in raising successive rounds of capital. A cloud-hosted, mobile-ready platform that transforms your business: new working methods, new......

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

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

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

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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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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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A white-glove approach to digital asset management Take full control of your spot and derivative assets held across your accounts and portfolios with accurate and timely decision support capabilities to maximize returns and alpha generation by ensuring best execution across the widest range of exchanges, brokers and OTC desks the market......

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120+ buy- and sell-side institutional clients 150+ custom client strategies successfully built and deployed 1m+ crypto, digital and traditional instruments supported End-to-end algorithmic trading platform Design Build quant strategies from scratch Minimize your time-to-market by writing complex systematic strategies in Java or Python using AlgoTrader’s integrated development environment. Connect any data source Use any of the off-the-shelf live and......

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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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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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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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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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The missing piece of your investment portfolio AlphaFlow Optimized Portfolios are a fixed income alternative investment with low correlation to the stock and bond markets. It’s a simple and passive way to include income-producing real estate loans in your investment portfolio. *The allocations here are presented for illustrative purposes only and no......

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

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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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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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• Asia

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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......

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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......

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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......

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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......

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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......

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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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......

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......

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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......

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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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......

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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​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 ...

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......

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......

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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.......

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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......

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

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Making investment or business decisions on accurate, consistent and near real-time transaction and position data to deliver the best client outcomes is of paramount importance. Our modern, powerful enterprise data mastering solution raises levels of efficiency and interoperability in an agile and secure way not possible before. It provides business users......

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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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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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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......

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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......

Aegon Retirement Choices (ARC) puts you in control of your clients' financial futures. Our platform provides you with the flexibility to manage wealth accumulation, workplace savings and retirement income through one single online solution. With over 4,900 investment options (as at March 2021), including multi-asset solutions built by us, collectives, equities, investment trusts......

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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.......

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......

When you submit your registration request on Artory, a third party, neutral independent expert Partner verifies your artwork data and provenance Artory provides a private, secure, neutral platform for registration vis-à-vis expert Partners who can validate art data These Partners help us to ensure that we only register to the blockchain the......

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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......

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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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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......

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

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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......

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......

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

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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....

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 ...

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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,......

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 ...

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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....

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......

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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......

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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......

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......

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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......

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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......

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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.......

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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......

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Make your advisers superhuman Wrap the power of AI around your advisers to enhance client interaction. Release them from low value administration, augment their service with real-time information and provide a second pair of eyes for risk and compliance. Our pipeline of NLP capabilities can be configured for multiple outcomes depending......

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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......

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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)......

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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......

Axiom Platform benefits Investment and practice management solutions customized for your firm Institutional-quality and scaled systems free you to grow your business and focus on revenue-generating activities Advanced business management tools Enhanced investment choice and control State-of-the-art data security and business recovery protocols Turnkey compliance reporting Customized client performance and reporting ...

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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 ...

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

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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......

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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......

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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......

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

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......

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

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......

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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......

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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......

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....

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$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......

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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......

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

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

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

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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......

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

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Core Offering, BlockExMarkets A dedicated site for BlockEx trading portal demonstration. Enterprise-grade trading system, matching engine, middle office and built-in banking. White Label Trading Portal and System Turnkey trading and STP solution for brokers. Software skin and configuration for brokers. Middle office, reconciliation and reporting system. Built-in banking, KYC and payments rails. Built-in wallet and crypto custody......

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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......

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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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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• Asia

DMS Pre-trade Our demand management system is a cross-portfolio demand aggregator and matching service for primary fixed income products. IAN Post-trade Our issue administration network is an issuance engine for digital debt instruments, including full automation of lifecycle management. 180Protocol Data 180Protocol is a secure infrastructure for institutions to share data and create value from their passive data......

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• Western Europe

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......

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......

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• North America

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

• Western Europe

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......

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

relevant regions

• Oceania

...

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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• Western Europe

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......

relevant regions

• Western Europe

Brickvest provides a digital ecosystem for the real asset industry We connect and empower industry players, through: improved access to information connection with qualified counterparties the facility to easily source, compare and close financing and investment opportunities. Our marketplace and analytical tools make the exchange and funding of assets more efficient. Invest The BrickVest marketplace is designed......

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......

relevant regions

• Central America
• North America
• South America
• Western Europe

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

• Asia
• Middle East
• Western Europe

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......

relevant regions

• Western Europe

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

• North America
• Western Europe

Simply diversify your business Support and retain your customers by offering suitable financial investments. Elwin guides you step by step to find a suitable investment, in compliance with the regulations. Enhance your customer portfolio Support your clients in the long term, in their real estate and investment projects Capitalize on the bond of trust you......

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• Western Europe

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

relevant regions

• Oceania

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

• North America

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......

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• Western Europe

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

• Western Europe

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......

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......

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

• North America

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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• North America
• Western Europe

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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• Asia
• Oceania

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

• North America

With Canoe, the world's most sophisticated investors can unlock more value form their data and focus on investment decision-making, client service and other value-add functions. This is your technology roadmap for scalable, sustainable business growth.  Extract relevant data points from reporting documents with 100% accuracy  Drastically reduce the time spent on managing data from......

relevant regions

• North America

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......

The Capgemini Financial Advisor Desktop integrates and aligns the many activities and applications needed throughout the client-relationship development and advisory lifecycles. Analytics-driven functionality enables pro-active communications designed to maintain client trust, demonstrating advisor competency. Integration with social media supports proactive prospecting, and cognitive intelligence is used to match client-advisor personalities......

relevant regions

• North America

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

• North America

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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• North America

$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......

relevant regions

• Oceania

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......

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......

relevant regions

• North America
• South America

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......

relevant regions

• North America

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

• Western Europe

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

• Oceania
• Western Europe

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

• Oceania

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......

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

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• Western Europe

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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• Western Europe

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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• Western Europe

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......

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

• North America

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......

CGiX automates the calculation, tracking, reporting and modelling of the chargeable gains and allowable losses upon investment portfolios....

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• Western Europe

Independent CGP or network of advisers? Refocus on advice and customer relations. Elwin has developed a comprehensive toolkit to reduce the time spent on administrative tasks specific to your business. Our solution Customer knowledge A customer knowledge questionnaire combining ergonomics and regulatory obligations. Find out more An exhaustive collection of customer information to record all the data......

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• Western Europe

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

• Western Europe

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......

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

• Asia
• North America
• Oceania
• Western Europe

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

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

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

• Western Europe

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....

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

• Western Europe

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......

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

• Western Europe

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

• North America

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

• Asia
• Oceania
• Western Europe

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

• Western Europe

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.......

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......

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

• Western Europe

...

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

• Western Europe

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

• North America

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

• Africa
• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

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

• Western Europe

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

• Western Europe

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......

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

• Oceania

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

• North America

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

• Western Europe

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

• North America

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

• Western Europe

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......

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......

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• Asia
• Oceania
• Western Europe

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

• North America

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

• North America

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

• North America

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......

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

• Asia
• Middle East
• Western Europe

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

• Asia
• North America
• Oceania
• Western Europe

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

• Asia
• North America
• Oceania
• Western Europe

We believe entrepreneurship to be one of the most powerful forces for economic and societal change in our time. Through access to capital and education, we empower thousands of entrepreneurs to grow high-impact ventures. Crowdfunder is the equity crowdfunding leader for sourcing and funding high-growth ventures with a network of over......

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

• North America

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

• Western Europe

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

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

• North America

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......

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• Western Europe

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......

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• Western Europe

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

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

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......

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• North America
• Western Europe

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......

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

• North America

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......

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

• Asia
• Oceania
• Western Europe

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

• Asia
• Western Europe

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......

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• North America
• Oceania
• Western Europe

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

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

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

• Asia
• North America
• Western Europe

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

• Africa
• Asia
• North America
• Oceania
• Western Europe

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......

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• North America
• Western Europe

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

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• North America
• Western Europe

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

relevant regions

• Asia
• North America
• Oceania
• Western Europe

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......

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• Western Europe

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......

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......

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• Western Europe

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

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• Asia
• Middle East
• North America
• Oceania
• Western Europe

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,......

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• Asia
• North America
• Western Europe

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....

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• Asia
• Western Europe

Today more than ever, the settlement of closed-end funds presents fund providers with challenges that go far beyond conception, prospectus requirements, and fund administration. Especially mutual funds, which tend to have a large number of investors, entail an intensive workload in investment management and investor support. Manual activities or the......

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• Western Europe

DFM Providing a range of carefully and professionally managed investment portfolios which include Hybrid, Passive and ethical portfolios. These expertly managed investment solutions are delivered at a competitive cost, with a proven track record and they are independently assessed and risk-rated portfolios. Delivered by an experienced and award winning team. Investment platform Using......

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• Western Europe

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

• Oceania

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

• Western Europe

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

• North America

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......

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• Asia
• North America
• Western Europe

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.......

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• Asia
• Western Europe

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......

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• Western Europe

The Digital Wealth Platform employs Artificial Intelligence (AI) and data analytics to enable the identification of more relevant investment opportunities, and leverages RegTech to address compliance in 15 market jurisdictions, removing barriers to investment and ensuring suitability and appropriateness across complex cross border settings. The Digital Wealth Platform has 3 modules; 1.......

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• Asia
• Western Europe

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......

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• Middle East
• North America
• Western Europe

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......

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• Asia
• North America
• Oceania
• Western Europe

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......

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• Asia
• North America
• Oceania
• Western Europe

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

• North America
• Western Europe

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......

Using assets of their choice, our solution enables investors to maximise performance while limiting the maximum drawdown to their pre-defined level....

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• Western Europe

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.......

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• North America

An intuitive UI that makes adoption easy Make sense of the data that matters. DueDil provides a clean interface that ensures it is easy to segment any market, understand a company and derive meaningful insight in just a few clicks. Rich data that provides context on any company DueDil provides a comprehensive view......

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

• North America

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......

It is chosen by private banks and wealth managers, as well as high quality regional and local financial planning and advisory firms, to help structure their recommendations....

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......

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......

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......

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 ...

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,......

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

• Asia

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......

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• Western Europe

We leverage on new digital technologies and an extensive global network of investors, companies, corporate advisers and institutions. A unique digital platform Company: companies looking for financing on the Platform, authorised by ECD to raise capital through the program. ELITE partner: party, approved by ECD and appointed by a company to provide them......

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

A private placement platform that streamlines the capital raising process for ambitious enterprises. ELITE gives companies the opportunity to raise capital through multiple funding options: Equity Debt Convertibles Basket bond SPAC in Cloud We leverage on new digital technologies and an extensive global network of professional investors, companies, corporate advisers and institutions.  ...

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......

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

• Eastern Europe
• Western Europe

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......

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• North America

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.......

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• Asia
• North America
• Western Europe

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

• North America

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

• North America

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......

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• North America
• Western Europe

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...

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• Asia
• North America
• Western Europe

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......

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......

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,......

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......

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......

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......

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• North America

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

• Eastern Europe
• North America
• Western Europe

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......

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• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

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......

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• Western Europe

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......

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......

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......

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• Asia
• Middle East
• North America
• South America
• Western Europe

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......

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• North America

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:......

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......

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......

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• North America

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

• North America

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......

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......

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• Asia
• Middle East
• North America
• Oceania
• Western Europe

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......

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......

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• Africa
• Asia
• North America
• Oceania
• Western Europe

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....

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• North America

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......

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• Western Europe

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......

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• Western Europe

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......

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• Western Europe

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

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

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,......

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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......

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• Western Europe

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......

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• Western Europe

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....

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• Asia
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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......

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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......

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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......

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• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

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......

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• North America

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......

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• North America

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......

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......

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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......

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• North America

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

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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

• Asia
• North America
• Oceania
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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......

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......

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......

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• Asia
• Middle East
• Western Europe

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

• Asia
• Middle East
• Western Europe

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

• Asia
• Middle East
• Western Europe

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......

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• Asia
• Middle East
• Western Europe

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......

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....

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• Asia
• Middle East
• Oceania
• Western Europe

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

• Middle East

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......

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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......

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......

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......

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......

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• Western Europe

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......

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......

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

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......

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....

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....

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

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......

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......

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

• Asia
• Middle East

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

• Asia
• North America
• Oceania
• Western Europe

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

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• Asia
• Middle East
• Western Europe

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

• Asia
• North America
• Oceania
• Western Europe

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

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• North America
• Western Europe

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

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• Western Europe

Intuitive and Easy Give your Venture Capital or Private Equity fund the tools to account, administer and report to your investors. Organize Access your data from a single source and take control of the data that is otherwise stored in excel sheets across user machines Allocate Improve your efficiency by automating even the most complex......

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• Asia
• North America
• Oceania
• Western Europe

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.......

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• Asia
• Western Europe

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......

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......

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• North America

Connecting capital. Creating wealth. Find investment Browse and filter a vast universe of investment products based on investor's preferences and objectives. Research & analyze Analyze investment's performance, asset allocation, holding distribution, and risk metrics. Access documentations Download offering and subscription documents and get detail information for proper due diligence. Connect with managers Get details about asset manager's profile......

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• Asia

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....

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

• Western Europe

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

• North America

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,......

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• Western Europe

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

• Asia
• Western Europe

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......

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• North America

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

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• Western Europe

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......

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• North America
• Western Europe

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

• North America
• Western Europe

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

• North America
• Oceania
• Western Europe