Market & Business Infrastructure

While much of the front-end technology solutions and tools take the majority of the focus, no wealth management business could operate without the necessary ‘plumbing’ required to run their businesses. Our Market & Business Infrastructure business need category covers the technology services that support the financial markets needs of wealth managers such as settlement and messaging as well as their business needs such as cloud services, tools to manage their business, cyber tools and more. Our Market & Business Infrastructure business need is a diverse resource to support your discovery, understanding and engagement of the solutions and solution providers in this area.

  • Total Solutions535
  • Solution Providers292
  • Knowledge Resources154
Business Needs Filters
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Featured Solutions

Sydney, NSW, Australia

AML Accelerate

Money laundering and terrorism financing laws apply to millions of organisations of all sizes across different industry sectors and geographies. Complying with increasing regulations can be complex and costly…until now. AML Accelerate simplifies the AML risk assessment process in 5 steps which can lead to saving time and resources spent......

Client type
Relevant Regions
San Jose, CA, United States

Bill for Wealth Management

Bill (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth management firms supporting high-net-worth clients, enables firms to shift from a cumbersome and time-intensive approach to an automated and secure bill......

Client type
Relevant Regions
Meyrin, Switzerland

OLYMPIC Banking System - Core Banking

OLYMPIC Banking System helps you streamline and digitise complex processes from front to back office, unlocking your institution’s full growth potential. The solution covers for instance payments and remittances, loans and mortgages, savings and deposits as well as all required regulatory requirements....

Client type
Relevant Regions
Lausanne, Switzerland

All-in-one platform for structured products

Its all-in-one platform: Enables the design, price discovery and execution of structured products in a fast and efficient manner Generates documentation such as T&Cs, KID and standardized product flyers instantly Allows you to connect compelling investment stories, ready to share with clients  Aggregates all structured products in one place, including third-party-products, not traded via......

Client type
Relevant Regions
Luxembourg, Luxembourg

FundsDLT Platform Solution

FundsDLT Platform Solution for wealth managers  FundsDLT provides a shared platform built on distributed ledger technology. It aims to generate efficiencies, transparency and better client experience all along the investment fund distribution chain.  Wealth managers can streamline a range of tasks by using the FundsDLT blockchain to automate processes in a......

Client type
Beverly Hills, CA, United States

Digital Wealth Platform

For wealth managers, advisors and turn-key asset management programs (TAMPs), InvestCloud Digital Wealth apps are designed from the ground up to provide an intuitive and seamless experience for advisors and clients alike. Unlike hard-coded point solutions, InvestCloud Digital Wealth apps offer holistic truly solutions for wealth managers and advisors....

Client type
Relevant Regions
London, United Kingdom

Kore Labs

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

Client type
Relevant Regions
London, United Kingdom

BPaaS

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

Client type
Relevant Regions
London, United Kingdom

On-Cloud

Objectway Cloud service delivers the most complete and scalable wealth and asset management platform in the market, supporting over 100 clients with more than one trillion euros of AUM. Objectway Cloud solutions free clients from the need to manage all software, technology and infrastructure issues, enabling time and cost-saving, allowing to focus more......

Client type
Relevant Regions
London, United Kingdom

Technology

Objectwaysustained investment in technology ensures our clients all the flexibility and scalability they need. Analysts say we ‘combine the credibility of an established vendor to the innovation of a fintech’. An omni-channel approach weaves web, mobile, messaging and CRM technologies into a threaded whole that facilitates customer journeys through automation,......

Client type
Relevant Regions
New York, NY, United States

OpenFin Workspace

Built on OpenFin’s industry-leading container, Workspace helps employees harness the power of seamless data flows, automation, context sharing and intelligent prioritization in a simple, personalized space that takes the labor out of work.  Each component of Workspace is formidable in its own right, but the true power emerges when all the......

Client type
Relevant Regions
Sydney, NSW, Australia

Connect

Connect offers a simple and affordable solution to organize and protect your data whilst gaining compliance and saving you valuable time.  Poor document filing wastes hours that busy financial planning firms just don’t have the time for. Time is money, and inefficient processes lead to substantial human resource costs. Connect lightens......

Client type
Relevant Regions
Basel, Switzerland

Unblu Conversational Platform

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

Client type
London, United Kingdom

Pay As You Grow

You need a single sandbox You have an idea of my expected volumes You are happy to build independently, but I need support to go-live You can have my questions answered through a standardised SLA  You do not have any custom integration requirements  You want post go live support subject to standard SLAs You are happy to use multi-tenant......

Client type
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All Solutions

Zug, Switzerland

1042-S QI-Reporting

The deadline for submitting the 1042-S file is 15 March of the calendar year following the tax year. Confinale has developed a file reporting functionality in Avaloq that allows the simple production of correctly formatted electronic 1042-S files. The final file report takes the relevant QI codes (Recipient, Exemption and Income......

relevant regions
Tortola, Virgin Islands, British

1inch Protocols

1inch Aggregation Protocol The protocol sources liquidity from various exchanges and is capable of splitting a single trade transaction across multiple DEXes to ensure the best rates. 1inch Limit Order Protocol Enjoy the most innovative and flexible limit order functionality in DeFi. 1inch Liquidity Protocol Earn with 1inch by providing liquidity to pools and collect......

relevant regions
Paris, France

20S

2OS is a no-code solution that helps companies from any sector to build high-impact applications. No-code allows non-technical profiles to create a business application alone, with a drag and drop logic, build relevant workflows that hit the point. The No-code platform is composed of 2 parts: an App-builder and an......

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Leicester, United Kingdom

360 Accounts

The accounts module is used by accounts teams of large and small finance companies alike and due to its flexibility it can be tailored to your business. With the ability to record commissions due and incoming payments, set different commission ratings for your specified advisers/policies and match outstanding payments, the accounts......

relevant regions
Leicester, United Kingdom

360 Office

360 Office addresses many of the challenges faced by financial intermediaries creating tools that allow principals, managers and administrators to support their forward facing activities and managed their back office operations. These include… Performance monitoring where opportunities, written and completed business can be reliably tracked and monitored through a series of......

relevant regions
London, United Kingdom

Accounting Software for Financial Services

When it comes to managing your own organisation's financial position you need confidence that your provider of financial services accounting software meets all your demanding requirements. AccountsIQ will help you reduce costs, cut processing time and increase confidence amongst your stakeholders in the integrity of your financial statements. Modern accounting All the......

relevant regions
Harpenden, United Kingdom

Account Transfers

Actuare's solution for customer account transfers, called Account Transfers, enables platforms, wealth managers and pension providers to efficiently transfer client assets. This may be in from other providers or out to them. The solution supports transferring a variety of wrappers, including ISAs, SIPPs and other pension products within the United Kingdom......

Redwood City, CA, United States

Account Verification

Connect and Access Financial Accounts Verifying and authenticating your bank account while reducing risk is critical as digital banking needs and services rise exponentially. Account validation and verification from Envestnet | Yodlee happens in real-time without requiring micro-deposits, routing numbers, or bank account numbers. Plus, account linking is intuitive, fast, and......

relevant regions
Zurich, Switzerland

Acolin Oversight Platform

Our oversight solutions are designed to increase visibility and transparency as well as making control and governance more efficient, all on one platform. A SaaS–based data collection and analytics platform, allowing asset managers to efficiently address increasing compliance obligations, gain valuable insights into their distribution network and identify opportunities to improve......

relevant regions
St.Gallen, Switzerland

actesy Platform

actesy ExcelEasy actesy Excel Easy adds an audit trail to Excel, making changes traceable and version/reference comparisons as well as difference analysis possible.​​ actesy ValEasy Automatic testing and validation of processes, data and logics including chain tests across multiple systems and subsequent automatically generated report. actesy Documents actesy Documents enables holistic comparisons of all text......

relevant regions
London, United Kingdom

Actions

Increase acquisition Differentiate apps and services using API-enabled products to solve customer problems. Drive retention Hold customers time and attention by broadening the capabilities of your apps and services. Increase conversion Use the data you hold on customers to shorten onboarding journeys and make finance feel friction-free....

Athens, Greece

Acumen.plus

Acumen.plus is a completely open platform covering the entire spectrum of treasury and capital markets operations in real-time, across all inter-banking business and client segments. It allows each bank to deploy only the required functions in the most efficient way, offering a high degree of automation. Acumen.plus and its rich functionality......

relevant regions
New York, NY, United States

Adept Platform

Navigate rapidly evolving regulations Adept operationalizes laws, rules, and policies to advance compliance within existing systems. Droit continuously monitors regulatory and policy changes, updating its platform with each regulatory change or new interpretation. Act right with confidence The Adept platform provides clients with the consensus view as to how rules and regulations are......

relevant regions
Charlotte, NC, United States

Adhesion Wealth Platform

We're a UMA platform: a highly personalized, open architecture UMA platform that delivers your essential investment services – reporting, reconciliation, trading and monitoring. We power your advisor and client Alpha. Open architecture access to your choice of funds, ETFs, managers and strategists. You define your investment value proposition and we deliver it for......

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San Jose, CA, United States

Advanced Analytics

Smart insights through data analytics Advanced analytics and data science play a critical role in redefining customer interactions. We help our clients predict customer needs and deliver on expectations. We deliver enhanced profitability and cost optimization through effective data analysis and a three-pronged approach that helps clients preempt black swan events.......

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San Francisco, United States

Advanced Services

 DeFi Governance We govern and regulate your DeFi protocols through participating in the required multisig approval mechanism. Asset Digitization Create digital representations of your assets under a custodial structure without technical knowledge required. KYC & AML Inspect received data with multiple powerful databases to comply with regulatory requirements....

Windsor, CT, United States

Advent Revenue Center

Advent Revenue Center is the comprehensive solution for streamlining billing and revenue management workflows. Specifically designed for investment managers who charge fees based on portfolio valuations, it helps firms define and manage complex fee structures, automate the production of invoices and debit letters, and generate forecasts and reports. Advent Revenue Center helps......

relevant regions
Chicago, IL, United States

AdvisorGuard™

We take information security very seriously. Our new AdvisorGuard solution is designed to give you the information to protect your firm and help meet SEC cybersecurity compliance mandates. Using a combination of best-in-industry diagnostic tools to identify threats to your system, this service will scan your system monthly to identify vulnerabilities;......

relevant regions
Edinburgh, United Kingdom

Agency Services

Our Agency Services provide two vital services for advisers and providers making it easier and quicker for them to securely complete essential processes. Apply for terms of business Why spend the time painstakingly applying for terms of business individually when you can do it with multiple providers all in one place. In......

relevant regions
London, United Kingdom

Aggregation

Beyond Open Banking Access the data you need from Open Banking and non-PSD2 sources in a single, easy to use format. Help customers manage their money Get a full, financial overview from a customer's accounts to simplify the complex process of financial management. Increase transparency, reduce risk Get accurate and verified data to reduce risk,......

New York, NY, United States

AiRE Platform

What we offer RFA AiRE with AI Reinforcement Powered by behavioral analysis, machine learning (“ML”), contextual threat intelligence and artificial intelligence (“AI”) capabilities with workflow automation, the RFA AiRE provides all-inclusive anomaly detection across multiple networks and identity management systems that facilitate real-time risk containment 24/7/365. Seceon aiSIEM™ The award-winning, industry leading adaptive and......

relevant regions
San Francisco, United States

Alchemy Amplify

Alchemy Amplify is your go-to launch partner letting developers and content creators focus on building their products while we handle the hype....

San Francisco, United States

Alchemy Supernode

Alchemy Supernode is the most widely used Web3 API with supercharged reliability, data correctness, and scalability. Get started free today!...

Ridgefield Park, NJ, United States

AlgoSec Security Management Solution

Managing your network security policy across on-premise firewalls and cloud security controls is a delicate balancing act. On the one hand you need to reduce risk by minimizing the attack surface, on the other hand you must enable productivity by provisioning connectivity for your critical business applications. However, network security......

Zurich, Switzerland

AlgoTrader WIRESWARM

Future-proof digital asset banking Due to increasing client interest for digital and crypto-assets, banks need market-wide connectivity to provide best execution to their clients. With WIRESWARM, we help banks maximize profit margins by trading directly and securely with low-fee exchanges while minimizing counterparty, operational and market timing risks through seamless custody......

relevant regions
Madrid, Spain

Allfunds Blockchain

Allfunds Blockchain has built a holistic and trailblazing blockchain platform to technologically transform the investment fund landscape. Why Allfunds Blockchain A blockchain environment ready to test Allfunds Business Smart Contracts solution: blockchain technology for fund distribution activities that offers the capacity to understand the best adaptation strategy and use of the blockchain technology......

relevant regions
Madrid, Spain

Allfunds Blockchain & ConsenSys

Allfunds Blockchain & ConsenSys partnership Allfunds & ConsenSys collaborate to apply Allfunds Blockchain technology beyond the Fund Industry ConsenSys, the leading blockchain software development, is the original creator of the Hyperledger Besu codebase, and the owner and maintainer of the popular Ethereum codebase The partnership enables enterprises around the world a new private......

relevant regions
Bath, United Kingdom

Altus Transfer Gateway

The Altus Transfer Gateway (ATG) is a complete solution to manage all transfers. ATG offers wealth managers a simple and economic solution for automated account transfers and asset re-registration. ATG supports the industry's widest range of account types and assets and handles cash transfers and asset re-registration. ATG takes care of all......

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Seattle, WA, United States

Amazon EC2

Amazon EC2’s simple web service interface allows you to obtain and configure capacity with minimal friction. It provides you with complete control of your computing resources and lets you run on Amazon’s proven computing environment. Amazon EC2 reduces the time required to obtain and boot new server instances to minutes,......

relevant regions
Seattle, WA, United States

Amazon EMR

Amazon EMR provides a managed Hadoop framework that makes it easy, fast, and cost-effective to process vast amounts of data across dynamically scalable Amazon EC2 instances. You can also run other popular distributed frameworks such as Apache Spark, HBase, Presto, and Flink in EMR, and interact with data in other AWS data stores such as......

relevant regions
Phoenix, AZ, United States

Amplify Platform

Innovation just got faster Axway AMPLIFY provides the critical hybrid integration capabilities to speed the discovery, use and deployment of new integrations. Remove the integration roadblocks that are slowing down your customer experience and digital transformation initiatives. Application integration Build faster with prebuilt application connections. API management Build and manage APIs to challenge business disruptors......

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Mountain View, CA, United States

Android Enterprise

Why Android for your business? Android powers a mobile, connected workforce, with multiple layers of security, comprehensive management and a range of devices to fit any job. Put the best of Android to work Android Enterprise Recommended, a Google-led program raises the bar of excellence for enterprise devices and services. The program establishes best practices......

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London, United Kingdom

Anolis System

WBS’ experienced team has worked closely with expert software developers to create a new integrated system, the Anolis System, that caters to funds and direct investments, as well as providing optimal straight-through processing and strong internet and messaging capabilities to connect to our B2B client platforms. Clients can access our......

San Francisco, CA, United States

Anypoint Platform

Succeed in Open Banking and build innovative customer experiences with MuleSoft, trusted by three of the top five global banks. Develop - Design and build APIs and integrations at lightning speed Use reusable assets to build APIs and integrations with clicks or code — whether it is through a web interface or desktop IDE. Transform......

relevant regions
Hamilton, Bermuda

Apex Digital Banking Platform

We provide an agile and responsive banking services to our clients through our subsidiary European Depositary Bank. Strong partnerships with leading foreign exchange services providers Velocity Trade and Monex Europe Markets gives you access to the best FX rates. Our unrivaled single-source solution includes a pioneering digital corporate banking platform......

relevant regions
Princeton, NJ, United States

API Integration

The missing piece to digital transformation Plenty of solutions offer API creation, integration and management. But Openlegacy handles the hardest part - creating APIs or serverless functions from complex legacy systems. With digital-driven integration, you can leverage your legacy systems to deliver new digital innovations - both on-premise and in the cloud.......

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Singapore, Singapore

API Library

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

London, United Kingdom

Apollo

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

relevant regions
Vienna, Austria

Application Service Providing (ASP)

Working in partnership with two of Europe’s most modern data centres, CPB SOFTWARE runs your business-critical services from two independent locations for maximum reliability. High availability – covering everything from connectivity to equipment housing and managed services – also includes the option of transferring responsibility for specific systems or applications to......

Cambridge, United Kingdom

ARIC™ Risk Hub

ARIC Risk Hub offers 7 machine learning solutions for fraud and Anti-Money Laundering analysts to spot suspicious activity and prioritize alerts with explainable anomaly detection. At the same time, ARIC Risk Hub recognizes genuine customers without blocking their activity, reducing friction. Working as a technology partner to the financial services industry,......

relevant regions
New York, NY, United States

Asset Management Cloud Software

Maximize deal flow Better focus your time, and review more deals, by tracking and managing all pipeline and investment activity from one single, easy to use dashboard. Take total portfolio control Manage client holdings, commissions and more across different asset classes – including alternatives, mutual funds and credit – to simplify workflows and......

relevant regions
Davidson, NC, United States

Asset Movement Solution

With pressure to manage costs, improve service levels and respond to rapidly changing regulatory demands, firms are turning to automation for the critical task of client money movement processing. IFS’s Asset Movement Solution enables advisor or investor-initiated transactions to be processed quickly and efficiently. Backed by an intelligent business process and......

King of Prussia, PA, United States

Attunity Replicate®

Attunity Replicate empowers organizations to accelerate data replication, ingestion and streaming across a wide variety of heterogeneous databases, data warehouses, and big data platforms. Used by hundreds of enterprises worldwide, Attunity Replicate moves your data easily, securely and efficiently with minimal operational impact. Universal data availability Replicate, synchronize, distribute, consolidate and ingest......

London, United Kingdom

AUM Reporting & Analytics

We have taken market leading IBM Analytics software and pre-coded it to allow central functions to monitor investment performance, net flows or yield across multiple business structures. Our plug-in reporting and analytics solution can sit downstream of any core platform. AUM data is aggregated across platforms, whilst control checks ensure......

relevant regions
Milpitas, CA, United States

AUTOMATE

What are the Benefits of the JIFFY.ai Automation Platform? Scale business processes as you grow. Easier. Design automation applications for any complex enterprise processes with JIFFY.ai AUTOMATE's simple drag-and-drop UI; implement, manage, and monitor processes using its analytic capabilities. Achieve sustainable ROI for automation. Faster. Get the best out of RPA, ML, OCR and AI......

relevant regions
El Segundo, CA, United States

Automation Services

Manual processes in the middle offices and back offices have plagued investment firms for years. These monotonous workflows are prone to human error, whether it’s bad data as a result of typos or a bored and wandering mind that pays little attention to details needed for reliable reporting. The errors, the wasted......

relevant regions
Zurich, Switzerland

Avaloq Banking Suite

Delivered as SaaS or for on-premises deployment, Avaloq offers a fully digital front-to-back platform that consists of a complete set of integrated end-to-end software modules that address the broadest set of banking needs from payments to complex structured products.  Using a single unified data model across the platform, ensuring data consistency......

relevant regions
Zurich, Switzerland

Avaloq BPaaS

For banks looking to fully optimize their back-office operations efficiently and allow their own team to focus on improving client engagement and creating new products and services, Avaloq offers the combination of an as-a-Service software together with a fully outsourced back-office, staffed by a highly experienced and proven team based......

relevant regions
Zurich, Switzerland

Avaloq Wealth

Available to run in conjunction with any core banking platform, Avaloq Wealth allows financial institutions to efficiently grow across multiple jurisdictions, cater to demanding wealth clients at scale, and to facilitate a quick time-to-market for new offerings thanks to its API first approach.  It covers the end-to-end investment process, from client......

relevant regions
Edinburgh, United Kingdom

Aveni Platform

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

relevant regions
Seattle, WA, United States

AWS Batch

AWS Batch enables developers, scientists, and engineers to easily and efficiently run hundreds of thousands of batch computing jobs on AWS. AWS Batch dynamically provisions the optimal quantity and type of compute resources (e.g., CPU or memory optimized instances) based on the volume and specific resource requirements of the batch......

relevant regions
Seattle, WA, United States

AWS Cloud Storage

Cloud storage is a critical component of cloud computing, holding the information used by applications. Big data analytics, data warehouses, Internet of Things, databases, and backup and archive applications all rely on some form of data storage architecture. Cloud storage is typically more reliable, scalable, and secure than traditional on-premises......

relevant regions
Seattle, WA, United States

AWS Data Lakes & Analytics

AWS delivers an integrated suite of services that provide everything needed to quickly and easily build and manage a data lake for analytics. AWS-powered data lakes can handle the scale, agility, and flexibility required to combine different types of data and analytics approaches to gain deeper insights, in ways that......

relevant regions
Seattle, WA, United States

AWS Global Infrastructure

Why cloud infrastructure matters Companies around the world are moving to a cloud-based infrastructure to increase IT agility, gain unlimited scalability, improve reliability, and lower costs. They want the flexibility to expand their operations at a rapid pace without worrying about setting up new IT infrastructure. They want to enhance their......

relevant regions
Seattle, WA, United States

AWS Machine Learning

AWS has the broadest and deepest set of machine learning and AI services for your business. On behalf of our customers, we are focused on solving some of the toughest challenges that hold back machine learning from being in the hands of every developer. You can choose from pre-trained AI services for......

relevant regions
Athens, Greece

Axia Custody

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

relevant regions
Omaha, NE, United States

Axos Clearing for Wealth Management

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

relevant regions
Omaha, NE, United States

Axos Securities Clearing and Settlement

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

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London, United Kingdom

Backup

Efficiently, securely, and successfully backing up your data is one of the most important services that Lanware provides. We’ve invested heavily to ensure our service is reliable, compliant, and allows you to meet regulatory requirements like being able to access backups without Lanware involvement. Across our high performance infrastructure, we can......

Munich, Germany

Banking as a Service

Customers expect financial services at those touchpoints, where they hang out online: in their apps, online portals and e-commerce shops. ndgit Banking as as Service opens your systems for complementary digital channels to jointly win new customers and revenue sources. ndgit’s flexible open finance platform enables you to offer your services......

relevant regions
Zurich, Switzerland

Banking-as-a-Service (BaaS)

The benefits of utilizing BaaS: Boost sales and volumes: Reach an additional client base and reduce client acquisition costs. Lower average costs: Utilize excess capacity efficiently and reduce costs through volume growth. Grow profits: Achieve 3x higher Return on Equity (ROE) and increase profit channels. Embed into context-relevant user journeys With additiv’s DFS® platform, financial......

relevant regions
Stavanger, Norway

Bedrock

Bedrock is Huddlestock Fintech’s connectivity software making it possible for any website to set up a trading platform. By implementing Bedrock as a white label product, companies can offer their users access to over 12,000 international equities and countless fund products. Bedrock is the middleware providing direct access to digital......

relevant regions
London, United Kingdom

Bespoke

You need multiple sandboxes You will need to migrate data  You need a dedicated team from WealthOS throughout the programme  You have custom integration requirements  You need post go live support subject to custom SLAs You need dedicated tenant cloud infrastructure You want the option to request feature prioritisation and exclusivity* You want early access to new......

relevant regions
New York, NY, United States

BETA

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

relevant regions
Omaha, NE, United States

Billing

Streamline your billing operations Manage your cash flow on your terms Take control of your cash flow with the flexibility to bill in arrears or in advance, and valued by average daily balance or period ending. Work smarter, not hard to bill accurately Review critical information, like missing fee and payout schedules, to make......

relevant regions
San Francisco, CA, United States

Billing

Integrate and iterate quickly Start collecting one-time or recurring payments via card, bank transfers and other popular payment methods instantly. Test and roll out changes via our API or directly in the Dashboard. Support any billing model Flexible billing logic for everything from per-seat pricing to metered billing out of the box. Support......

relevant regions
Kirkland, WA, United States

BOC IT

We provide a fully hosted environment for both applications and data. Our network provides email services with anti-virus, anti-spam and anti-malware protection while integrating email archiving functionality into a seamless web based portal where an advisor can access all of their software and all of their data from any computer......

London, United Kingdom

Bots for That Bespoke

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relevant regions
London, United Kingdom

Bots for That Recipes

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relevant regions
Hamburg, Germany

BOX Messaging Hub

BOX has comprehensive functionality for back-office integration, manual message processing, warehouse, and archiving. Fully integrated with the customer’s choice of infrastructure, the solution is based on a robust and format independent engine. BOX includes a flexible workflow engine for file/message management and orchestration – including routing, exception handling and interoperability with......

Skovde, Sweden

Bricknode Broker

Everything is completely cloud based and you can expand the functionality of Bricknode Broker by activating applications and modules in our Marketplace. Back office The back office module is the core interface of Bricknode Core. From here you can manage customers, financial instruments, transactions, positions, orders and you can also enable numerous......

relevant regions
Skovde, Sweden

Bricknode Core

Legal entities These are the objects that represents natural persons or companies like for example customers, fund companies, fund entities, advisors, counterparties and issuers. Power of attorneys This establishes a relationship between various users of BFS and gives them rights to for example trade or view holdings for an account that someone else......

Skovde, Sweden

Bricknode Fund Manager

Never miss a beat Your most frequent actions and alerts are displayed on the dashboard. Step-by-step guides for the less frequent activities make sure you don't miss anything important – or make mistakes like entering incomplete information. Giving you a helping hand Configuring Bricknode Fund Manager is done in a jiffy. Step-by-step guides help......

relevant regions
Skovde, Sweden

Bricknode Lending

Manage your lending business Issue loans for individuals and companies Loan product design with terms management Accounts and transactions Invoicing, reminders and collections Payments and deposits Manage customized payment plans and dynamic agreements Support for borrower portals Customer portals are used as front end for borrowers where they can apply for loans, monitor their invoices, request payment plans......

relevant regions
London, United Kingdom

BSO Cloud

Structured for success BSO Cloud combines physical products with highly specialised consulting and managed services, giving our customers the optimal cloud experience whatever their industry. Great cloud services underpin great applications Optimise your cloud environment to meet your technical and business objectives. BSO Cloud makes cloud effortless through our collaborative approach to building......

relevant regions
London, United Kingdom

BSO Hosting

Our data centres suites are purpose built to high specification with guaranteed 99.99% availability and consolidated SLAs, simplifying your global IT management and growth plans. Quarter rack, full rack or bespoke build - our range of offerings let you scale at your own pace....

relevant regions
London, United Kingdom

BSO Managed services

BSO customers love our managed services and our passionate, experienced and highly skilled engineers are ready for your next project. Reduce the strain on your people and increase network, cloud and infrastructure efficiency with BSO Plus....

relevant regions
London, United Kingdom

BSO Network

Our network encompasses 240+ data centres across 33 countries, 40+ cloud on-ramps, is integrated with all major public cloud providers and connects to 75+ on-net internet exchanges and 30+ stock exchanges. Your data is hosted closer to customers, reducing latency and creating an unrivalled user experience....

relevant regions
Hong Kong, China

Build your Own

World-leading fintechs, banks, corporate services providers and other regulated organisations worldwide have already designed and implemented bespoke KYC and KYB processes for their business with our modular compliance solution. Let us show you how easy it is to combine our KYC modules to create the compliance solution that perfectly fits your......

relevant regions
Portland, OR, United States

Business Solutions

The tools you need to conduct business successfully Consolidate all Business Solutions, powered by Intermedia, under a single provider for ease of installation, setup and support. Seamless integration with the Smarsh platform provides a best-in-class solution that drives efficiency for your business. The benefits of a one-stop shop IT from a single source......

relevant regions
Paris, France

Capgemini Customer Data Hub

Today, customers are hyperconnected and have a wide range of needs, preferences and choices. They want their brands to provide meaningful and personal interactions with contextual messages at the right time. Customer communities act as influencers to recommend and influence buying decisions. In order to gain competitive advantage, organizations must......

relevant regions
Paris, France

Capgemini PSD2 Open Banking Solution

PSD2: A blessing or a curse for european bankers? PSD2 affects every part of the payment value chain, especially those with high innovation potential such as acquisition. Among the impacts, banks must provide third parties with controlled account access. This brings disintermediation risk and lowers the barriers to entry for new......

relevant regions
London, United Kingdom

Capita Automation Solutions

We provide a wide range of automation software to streamline your processes. Our One Revenues and Benefits service allows claimants to apply online and get an instant response to their benefit entitlements. Proclaim Process Management software helps legal and other professionals with document, time and risk management. Our income management software gives clients automated invoicing......

relevant regions
San Francisco, CA, United States

CapitalWorks

DeVoe CapitalWorks™ is a platform that helps RIAs secure capital. We’ll help you understand your financing options, assess which of 30+ options is best for you, and introduce you to one or more providers based on your situation. Today’s lending and capital options have mushroomed to include conventional loans, SBA loans,......

relevant regions
London, United Kingdom

Cashfac for Asset and Wealth Management

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

relevant regions
London, United Kingdom

Cashfac for Banks

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

relevant regions
Tysons, VA, United States

Celeriti™: Enterprise Banking & Lending Software

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

Boston, MA, United States

Central

Automate routine tasks and drive key business growth Internal IT teams Do more in less time with fast, reliable remote access on iOS & Android, software updates that don't interrupt end users, and inventory reports to keep your IT team organized.   Managed service providers Keep your business – and your customers – up and running with......

London, United Kingdom

Cerberus

Simple, intuitive and logical to use, Cerberus is our solution for the SMCR: Delegation and oversight –clearly shows what responsibilities individuals have accepted, evidence of meeting those responsibilities and when they have been met; Governance–shows overall governance committee structure and management responsibilities map; Evidence–demonstrates how reasonable steps and statutory responsibilities are being met (allows inclusion of attachments and commentary); Assurance–built in activity log......

relevant regions
Geneva, Switzerland

CertifyID TrustCenter

CertifyID TrustCenter Service allows organizations to deploy a corporate PKI or CA under the WISeKey Root CA, integrated in our Trust Model and therefore inheriting instantly the recognition and accreditation. The WISeKey Root Certificate is already distributed in all operating systems, browsers, and mobile devices, and therefore the corporate services would......

London, United Kingdom

Certua

Now work with us to configure a unique proposition that takes your business to another level by combining products and services from our partners with your data asset on our operating system, allowing you to differentiate and acquire customers, and grow revenues and margins while minimising costs and capital outlay. Choose......

relevant regions
Zurich, Switzerland

Channel Suite

The platform for digitalizing your customer relationships quickly, easily, and efficiently. Differentiate yourself from the competition with tailor-made solutions. ti&m places great importance on identifying trends and leveraging them for our clients. Always up to date, we have recognized the trend to digitize the customer interface from the beginning. In response, we have......

relevant regions
Milan, Italy

CheckSig

Transparency We reject security-by-obscurity in favor of an extremely auditable process. Our main solution is based on a public open standard protocol Our protocol is subject to peer review We provide periodic proof-of-reserve blockchain transactions Two-level solution Frozen Wallet: where the bulk of funds under custody are stored long term. Funds in the frozen wallet......

relevant regions
Fort Lauderdale, FL, United States

Citrix Analytics

Citrix analytics solutions allow organizations to detect and deflect potential threats, and to quickly address performance issues—long before security incidents occur or employees begin to submit help desk tickets. Machine learning and artificial intelligence are used to provide real-time insights into user behavior, and to automate the process of preventing......

relevant regions
Fort Lauderdale, FL, United States

Citrix Secure Access

Citrix secure access solutions address one of the biggest security challenges facing enterprises today: As the workforce becomes more distributed, and as more business applications are delivered from the cloud, many traditional security architectures are proving to be inadequate. On the one hand, remote employees need fast, easy access to......

relevant regions
Fort Lauderdale, FL, United States

Citrix Unified Endpoint Management

Citrix unified endpoint management solutions provide companies with a simple way to manage the ever-increasing array of user endpoints and to ensure employees can securely work from any device. With the sheer volume of endpoint options continuing to rise, these services are becoming increasingly important. They can help IT streamline......

relevant regions
Fort Lauderdale, FL, United States

Citrix Workspace

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

relevant regions
Gilbert, AZ, United States

cleverDome

The cleverDome Solution is based on a revolutionary new structure which works as the "Dome". In a traditional network data jumps between edges and public internet servers. But under the Dome, data goes through a specially configured cloud directly to the destination point using real military grade cyber security. It’s a new......

London, United Kingdom

Client Screening

Napier’s Client Screening solution helps financial institutions fulfil compliance obligations with on-going large-scale screening and re-screening capabilities to give significant operational efficiencies. Our solution was developed to address the need for a simple, cost effective screening solution which can scale with a business's policy requirements. Napier’s Client Screening combines best-in-class technology with......

relevant regions
Boston, MA, United States

ClientWorks

A comprehensive, integrated platform ClientWorks is our comprehensive advisor platform designed — and continually refined — to help you run your business more efficiently. This intuitive system offers a single location to access all client account types, access data, and process business. ClientWorks includes tools for account opening, client management, trading, and......

relevant regions
San Francisco, CA, United States

Climate

Enrol in one minute Contribute a fraction of your company’s revenue to fund frontier carbon removal technologies right from your dashboard in just a few clicks. Fund frontier carbon removal We direct 100% of your contribution to carbon removal. Our scientific advisors help maximise the long-term impact, and we allocate your contribution the......

relevant regions
London, United Kingdom

Cloud Archive

Mimecast Cloud Archive has long set the industry standard for enterprise information archiving, helping to keep corporate knowledge available, protecting and preserving it while simplifying management and administration. By aggregating data across multiple platforms, organizations gain long-term business insights and create a secure, digital corporate memory while at the same time......

London, United Kingdom

Cloud, Data Centre & Hosting Services

ITC’s investment partner C5 Capital are AWS’s only private equity joint venture partner in EMEA and this relationship has allowed ITC to gain traction in the AWS partnership which we believe is now symbiotic. Our unique offering enables companies on a journey to embrace the cloud to do it securely,......

Palo Alto, CA, United States

Cloudera Enterprise Data Cloud

Whether you're focused on consumer or commercial banking, wealth management or capital markets, or all of the above, it’s all about relationships. You’ve got to find, secure, and deepen relationships while lowering risk and assuring compliance. Make your customers feel like you know them. Connect with them in the channel......

relevant regions
Redwood City, CA, United States

Cloud Infrastructure Solutions

Whether you're a multinational corporation implementing virtualized desktops for employees, or a SaaS provider migrating from an all-public to a hybrid cloud infrastructure, you’ll benefit from the dense interconnections available inside Equinix. You'll also benefit by distributing your data centers across different regions to ensure high availability of services and......

relevant regions
Greenwich, CT, United States

Cloud Services

Our customized CloudSuite platform We will challenge the way you think about the cloud to ensure the right configuration and overall cloud strategy to best serve your desired business needs, today and tomorrow. Private-only platform: High performance. High availability. Ultra secure. We’re the only provider that offers a hosted IT platform that’s built......

relevant regions
Gliwice, Poland

Cloud Services

Scalable, optimised and safe We are a tech company with 22 years of experience in creating software solutions. We have developed various, highly valuable cloud solutions including the ones related to data. Choose global cloud infrastructure and enjoy your product being used by customers from all over the world. All in a secure......

relevant regions
New York, NY, United States

Cloud Services

What we offer RFA Financial Cloud The RFA Financial Cloud platform provides on-demand, secure hosted infrastructure. It is a dedicated, virtual Infrastructure-as-a-Solution (IaaS) offering that helps private equity and hedge funds, allocators, wealth managers and others move all applications and data from on-site servers to a fully-hosted facility. The RFA Financial Cloud......

relevant regions
San Jose, CA, United States

Cloud Transformation

  Build a hyper-scale technology backbone with Zensar`s Cloud Services. Start your cloud journey right Enable an intelligent infrastructure that complements your unique business and allows you to migrate your business to the cloud while minimizing the total cost and manage it round-the-clock. Migrate seamlessly, successfully, and securely Ensure secure migration using next-gen cloud security solutions......

relevant regions
Basel, Switzerland

Co-Browsing

Co-browsing technology allows a customer service advisor to join customers in their browsing sessions, interacting and collaborating with them in real time. Together, customer and advisor can simultaneously browse the web, an online application, or a document, and advisors can guide customers through difficult processes and offer specific and customized......

relevant regions
New York, NY, United States

Codefi

Digitize Assets and Financial Instruments Unlock greater liquidity, access a broader investor base, reduce the costs of capital, and streamline global transactions with tokenized assets and financial products. Launch Decentralized Networks Grow faster, safeguard privacy, and eliminate single points of failure by activating decentralized networks. We offer facilitated network launches, protocol management, access......

relevant regions
Schwerzenbach, Switzerland

Cofex Access Services

With our Access Services, we offer everything you need to protect your Internet connection against unauthorized access and for authorized access to your data from outside in two basic modules and extensions. The products from certified manufacturers used for this purpose are administered and actively monitored by us. In this way we......

relevant regions
Schwerzenbach, Switzerland

Cofex Backup Services

The professional backup of operationally relevant data is absolutely necessary for every company. In addition to backup, storage in a safe place and the ability to restore data at any time are key requirements. Cofex Backup Services (CBS) offer various options for automatically and reliably backing up data, storing it in our......

relevant regions
Schwerzenbach, Switzerland

Cofex Business Data

With the simply designed control panel, you as the administrator fully control your data and access authorizations. Employees and business partners can access current data at any time via desktop, web or mobile app. Regardless of whether you use Cofex Business Data Services for file sharing, synchronization or data storage, the Cofex......

relevant regions
Schwerzenbach, Switzerland

Cofex Document Management Services

For the flood of paper external asset managers receive from banks, we offer the possibility of reading the bank documents, which are available digitally, directly into a legally compliant archiving system. This process is fully automatic. As a customer, you can then access these documents at any time. Of course, non-digital documents can......

relevant regions
Schwerzenbach, Switzerland

Cofex Email Services

We fully cover this basic needs with our business mail services. Redundant servers in our data centers ensure that all your e-mails are received and sent smoothly. At the same time, multi-level filters working on it ensure that unnecessary mass mails (spam) and malware (viruses, Trojans, etc.) are stopped and do not......

relevant regions
Schwerzenbach, Switzerland

Cofex Operations Services

Surveillance as a term certainly has a negative touch these days. With our service, however, we want to help you not to lose valuable time for your normal work processes due to IT problems (hardware or software). The magic word is so-called proactive monitoring with the aim of identifying problems at an......

relevant regions
London, United Kingdom

Cognitiv+ Review Platform

Cognitiv+’s machine learning technology can analyse your documents and provide you with actionable insights. Through the artificial intelligence-powered Review Platform you can automatically review, identify and extract key provisions and obligations from all your corporate and legal documents.  Whether outsourcing a compliance audit, merger & acquisition due diligence or day to day......

Teaneck, NJ, United States

Cognizant Core Platform Modernization

Modernizing core operating platforms is a critical first step in digital transformation. Your organization gains improved decision support for the front office as well as functions such as credit, compliance and risk. Improve straight through processing (STP) rates and operational efficiencies. Most important, the streamlined, enriched data supply chain becomes......

relevant regions
Lake Success, NY, United States

COLLATE

Generate a clear view of your banking book collateral. COLLATE makes it easy to aggregate and standardize collateral data, helping to streamline workflows across the entire credit lifecycle. Empower decision makers and client-facing teams with the real-time intelligence they need to see and understand the big picture. Compliance reporting accuracy......

relevant regions
New York, NY, United States

Collibra Data Catalog

Democratize data Data catalog defined Collibra Data Catalog empowers business users to quickly discover and understand data that matters so they can generate impactful insights that drive business value. Leveraging Collibra’s industry-leading governance capabilities, Collibra Data Catalog ensures Data Citizens always have access to the most trusted data available. Benefit from an enterprise......

relevant regions
New York, NY, United States

Collibra Data Governance

Data governance Understanding data governance Questions around data’s quality and relevance are increasingly difficult for modern enterprises to answer. Collibra Data Governance helps organizations understand their ever-growing amounts of data in a way that scales with growth and change, so that teams can trust and use their data to improve their business. The......

relevant regions
New York, NY, United States

Collibra Data Intelligence Cloud

Revenue growth Customer acquisition, product innovation, promotion analysis and pricing optimization. Operational efficiency Supply chain optimization, production inventory efficiency, marketing and sales efficiency, service optimization. Risk mitigation Data privacy compliance, PI data discovery, policy enforcement, vendor risk management. Data modernization 3rd party data sourcing, data lake optimization, report/system consolidation, reference data management. Collibra Data Intelligence Cloud Import all of your data......

relevant regions
New York, NY, United States

Collibra Data Lineage

Enriched context Drive confidence and trust in your data Data lineage reveals how data transforms through its life cycle across interactions with systems, applications, APIs and reports. Collibra Data Lineage automatically maps relationships between data to show how data flows from system to system and how data sets are built, aggregated, sourced......

relevant regions
New York, NY, United States

Collibra Data Privacy

CCPA and GDPR compliance Operationalizing data privacy Collibra delivers privacy from a Data Intelligent foundation that centralizes, automates and guides privacy workflows. Privacy by design is embedded into a single platform, enabling teams across departments to collaborate and operationalize privacy. By awakening the value of data, Collibra accelerates an organization’s ability to......

relevant regions
New York, NY, United States

Collibra Data Quality

Predictive, continuous, self-service data quality Data teams are often constrained by manual rule writing and management, with limited data connectivity and a siloed view of data quality. With predictive, continuous and self-service data quality, organizations can centralize and automate data quality workflows to gain better control over their end-to-end data pipelines......

relevant regions
New York, NY, United States

Collibra Platform

Discover the benefits of the Collibra Platform The Collibra Platform empowers enterprises to find meaning in their data and improve the quality of business decisions. On one shared platform, both IT and business users can collaborate to create a data-driven organization using the suite of Collibra products. Open, scalable platform for a robust data......

Melbourne, VIC, Australia

CommPay

Efficient and accurate management of revenue streams can be difficult and time-consuming when you don’t have the right tools. If you're looking for flexible and powerful software, offering end-to-end support for effective revenue management, look no further than CommPay.   CommPay effortlessly streamlines and automates all areas of your revenue management,......

relevant regions
Portland, OR, United States

Communications Intelligence Platform

Maximize the value of your communications data The Smarsh Communications Intelligence Platform is a unified, cloud-native solution designed to future-proof enterprise communications data strategies. Gain new insights using best-in-class technologies, including elastic compute, natural language processing, machine learning and artificial intelligence. Solutions for all your data needs Solutions in the Communications Intelligence Platform......

Melbourne, FL, United States

Community

We've Built the Perfect Place to Connect Chalice community isn't a social media platform. It's a hub for connecting with influencers, staying on top of industry news, sharing experiences and solvings issues. Join the conversation - socialize industry news and trends in a private digital community Learn from others - gain valuable insights......

relevant regions
Bloomington, MN, United States

Compensation

Automate incentive compensation management processes for efficiency, accuracy, and visibility. Our compensation and commission accounting tools are flexible and configurable and simplifies advisor comp planning and administration. Tracking, calculating, and paying commissions is easy regardless of the uniqueness or complexity of a firm’s compensation program. Trrack All Revenue Sources Our technology platform......

relevant regions
New York, NY, United States

ComplianceAlpha

ComplianceAlpha® helps global financial services firms of all sizes to strengthen and streamline risk and compliance management across the enterprise from a single platform. It helps firms to keep pace with the regulators’ evolving requirements and increasing technological capabilities. Developed by the industry’s largest team of former regulators, financial technologists, and cybersecurity professionals, ComplianceAlpha helps......

Fareham, United Kingdom

Compliance Hub

Simply Office 365's Compliance Hub helps you to improve the engagement, control and oversight of your compliance obligations, enabling you to implement a robust compliance framework to meet all your regulatory requirements. Designed specifically for Office 365 Microsoft's Office 365 cloud service is a powerful business platform that delivers integrated services ideally suited to embedding, controlling......

relevant regions
Bristol, United Kingdom

Computershare Communication Services

Our solution gives you the best of both worlds. It is designed so you can make changes to communications simply and efficiently, across an entire suite of documentation that can be output to any channel. Tailored solution - Technology that is configured to align with your workflow, systems and processes. Highly personalised......

relevant regions
London, United Kingdom

Connect

As your business evolves, you need to connect to a changing array of trading partners, venues, clients and regulators. You need to ensure that your industry standard connections remain valid – and validated. In daily operations or new integration projects, you need to manage, map and maintain widely diverse and......

relevant regions
San Francisco, CA, United States

Connect

The easiest way to facilitate payments and pay out recipients Onboard users Onboard your users and verify their identities to help meet payments KYC. Accept payments Accept and facilitate payments on your users’ behalf. Pay out users Split payments, transfer funds and send money. Manage platform Manage payments and users on your platform or marketplace....

relevant regions
Copenhagen, Denmark

Connectivity and APIs

Receive tailored multi-asset liquidity via FIX API Gain market access through a stable, fast, flexible and fully documented electronic infrastructure. With over 20 years’ experience in creating liquidity pools and execution capabilities, we construct competitive solutions best suited to our clients’ flow. Multi-asset liquidity and full back-office functionality - One cross-collateralised account......

relevant regions
Fareham, United Kingdom

Consultant Hub

Our Consultant Hub is specifically designed around the needs of firms that provide compliance services to regulated financial service companies. It is also equally applicable to any consultancy practice that wants to improve its internal processes and service delivery. The Consultant Hub enables key consultancy services to be centrally tracked and managed whilst......

relevant regions
Riverview, FL, United States

Continuity Logic

Explore our comprehensive software and discover why has been awarded for leading innovation and industry vision. Its simple-to- use, yet powerful tools automate operational management tasks so you can increase involvement in your program, build strategy and ultimately take your organization’s resilience to the next level. Efficient customization - you’re unique, so......

Redwood City, CA, United States

Conversational AI

One of the best ways for Financial Service Providers (FSPs) to give real-time customer service is to revolutionize the digital customer experience. With Envestnet | Yodlee® Conversational AI for finance powered by Abe.ai, FSPs can connect with consumers on any device, using natural language processing across all major conversational ecosystems. Conversational......

relevant regions
London, United Kingdom

Copper Platform

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

relevant regions
Singapore, Singapore

Corporate Actions

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

relevant regions
Redwood City, CA, United States

Corporate Data Analytics

Act on Market Opportunities with Data Analytics Our unique and timely source of consumer spending trends and income analytics empowers corporations: To uncover market trends early Identify key business drivers Spot growth opportunities Mitigate potential risks Plan business strategy with confidence Insights into competitive landscape and customer affinity through unique consumer spending trends and income data analytics......

relevant regions
Zurich, Switzerland

CREALOGIX Digital Hub

CREALOGIX Digital Banking Hub is the leading modular SaaS digital banking engagement platform, with functionality covering retail, private, and business banking scopes. Financial institutions can rapidly modernise the interaction layer of their digital customer experience and continue adding on new CREALOGIX features or integrating partner fintech functionality. The immediate benefit......

relevant regions
London, United Kingdom

CRESTBridge

Success in CREST integration Ever since Euroclear UK & Ireland's CREST was inaugurated, Trace Financial has been helping brokers, asset managers, custodians, clearers and settlement banks to integrate successfully with the service. Supporting all CREST transaction types, CRESTBridge meets the needs of registrars and transfer agents as well as regular stock-holding members.  The success story continues today.......

relevant regions
London, United Kingdom

Cumulus

Cumulus is of particular interest to fund managers and solicitors and any institution where there is a need to segregate client money from operational funds. It is invaluable to charities and associations who might have the money held in many bank accounts and do not get the benefit of managing those......

relevant regions
London, United Kingdom

CuriumDQM

CuriumDQM is innovative because it puts the configuration and maintenance of the data quality process firmly in the hands of the business users who need access to the best possible information and features to investigate and resolve data issues. It gives operations and data analysts the tools to define and......

London, United Kingdom

CuriumEDM

CuriumEDM can be integrated seamlessly with CuriumDQM and CuriumBI components for even higher levels of data quality control and business intelligence to provide a powerful data layer suitable for any size and complexity of firm. Curium data models can handle all structured data types and will scale over any number......

London, United Kingdom

Currencycloud Solutions - API Integration

Built for Developers, By Developers Build tailor-made solutions for you and your customers with a simple Application Programming Interface (API) integration that allows you to build a cross-border transactions ecosystem directly into your product. We take care of the difficult parts, like regulation, compliance and plugging you into a banking network.......

relevant regions
London, United Kingdom

Currencycloud Solutions - Direct Platform

Looking for a Ready-Made Platform to Elevate Your Cross-Border Business? Get access to all the tools you need to manage your cross-border needs with ease. From accessing wholesale FX rates to collecting and sending money worldwide, Currencycloud Direct is a ready-made cross-border platform with enhanced reporting and management tools to help you......

relevant regions
London, United Kingdom

Currencycloud Solutions - White Label Platform

Control Your Customer Experience If you want to offer a service that looks and feels like you but want to save time, money by not having to build it yourself, this could be the option for you A Flexible Interface That’s Ready to Use Get to market quickly with our white label cross-border......

relevant regions
Zurich, Switzerland

Custodigit

Seamless digital asset ecosystem Our integration layer provides a reliable, seamless connection between your core banking system, every major liquidity provider in the industry, and your client interface. Access the entire digital asset value chain​ Custodigit is a fully integrated, end-to-end solution. Out of the box, it provides all the services necessary to......

relevant regions
San Francisco, CA, United States

Custody for Institutions

Our wholly-owned subsidiary, Forge Trust, is a custodian that was built on the foundation of navigating the operational complexities of the non-publicly traded markets in a transparent and secure environment. With decades of experience under our belts, our knowledge and expertise streamlines the entire process of custody and settlement services. Our experience......

relevant regions
New York, NY, United States

Custom Platform Solution

For wealth managers, wirehouses and private banks Your branded platform powered by iCapital Network so you can market your funds, the iCapital menu of funds or a unique combination of both, to your high net worth investors and provide service for the life of the investment. For fund managers Your branded platform powered by......

relevant regions
Boston, MA, United States

Cybereason Defense Platform

The Visibility to Outthink Cybereason analyzes 9.8PB of threat intelligence weekly to reveal the full attack story from root cause across every affected endpoint and user. The Speed to Outpace Cybereason reduces investigation periods by as much as 93% so defenders can eliminate threats in a matter of minutes rather than days. The Precision......

relevant regions
London, United Kingdom

Cyber Resilience For Email

Email is at the intersection of a massive amount of risk. As the number one business application that organizations depend on for communication, it’s also the number one attack vector for cyber criminals. Despite significant investments in your security defenses, attackers continue to infiltrate your organization through targeted and advanced techniques......

London, United Kingdom

Cyberseer Managed Services

Our analysts leverage the visibility from deployed technologies to construct a comprehensive view into incident detection in your business environment. This visibility is accomplished through a combination of external intelligence resource and cross-product analysis comprising of existing deployed technologies with machine learning solutions to detect and identify threats within and outside......

relevant regions
London, United Kingdom

Cygnetise

1) Create your entity or entities on the Cygnetise web application 2) Add signatories and images to your entity 3) Share your lists via PDF, dynamic link or Cygnetise web application  ...

Cambridge, United Kingdom

Darktrace

Darktrace’s Enterprise Immune System’s flagship threat detection and defense capability are based on unsupervised machine learning and probabilistic mathematics. Powered by advanced machine learning, together with a new branch of Bayesian probability theory, Darktrace is the only self-learning cyber defense technology proven to work at scale. It is capable of detecting......

Cambridge, United Kingdom

Darktrace Threat Visualizer

Darktrace’s Threat Visualizer leverages the Enterprise Immune System technology to represent global enterprise network activity in a manner that is designed for use by both C-level executives and threat analysts. In the increasingly complex threat landscape, the Threat Visualizer will use the underlying Bayesian algorithms to dynamically identify threats that......

Redwood City, CA, United States

Data Aggregation

Financial Data Aggregation With Envestnet | Yodlee’s financial aggregation solutions you can rely on quality, comprehensive data analysis coverage and intelligent insights to meet fast growing digital banking demands – all from a single open banking-ready platform and provider. Our industry-leading data aggregation tools, apps, and APIs support deep use cases for......

relevant regions
London, United Kingdom

Data API

Global One unified platform to access data from the largest bank and neo banks in Europe. Get started in just a few lines of code. Open Banking enabled Our Open Banking Platform is PSD2 compliant. We eliminate screen scraping, reducing the risk of data breach. Real-time Access transaction, identity, and balance data in real-time. Refresh......

relevant regions
Amsterdam, Netherlands

Data Centre Infrastructure

Computer rooms In view of the increasing value of data processes, the guaranteed operation of a data centre or computer room is vital. A reliable performance starts with a proper design. In order to achieve that, applying the design standards of the reputable Uptime Institute is deemed normative in the data......

relevant regions
Belfast, United Kingdom

Datactics Self-Service Data Quality Platform

Financial regulations such as BCBS 239, FSCS and FATCA require financial firms to embed data quality management, including data profiling, data provenance (lineage), monitoring, reporting and escalation procedures. But keeping on top of this is hard, and many institutions have existing IT-focused tools that require programming experience and lengthy change......

relevant regions
Sydney, NSW, Australia

Data Fusion Studio

De-identified matching Gain deep customer insights with transparent multi-field matching, enabling smarter user experiences to be crafted. Data packaging Realise the true potential of partnerships with tools that ingest, prepare and package data from disparate sources. Legals and licenses Utilize a Common Legal Framework and project-based license terms to ensure compliance and secure the use......

relevant regions
Seattle, WA, United States

Data Management

Tableau Data Management helps you better manage the data within your analytics environment, ensuring that trusted and up-to-date data is always used to drive decisions. From data preparation to cataloging, search, and governance Tableau Data Management will build more trust in your data, accelerating the adoption of self-service analytics. Why Tableau......

relevant regions
Edinburgh, United Kingdom

Data Matching

Prevent money laundering Our Mortality Screening enables you to cut fraud and identify significant savings through reduced annuity write-offs. You can minimise overpayment write-offs and reduce fraud while preventing money laundering offences. Reduce fraud Our Identity Verification service helps you to instantly identify genuine customers and by doing so it can help you to streamline your application processes, claims and......

relevant regions
Sydney, NSW, Australia

Data Sandbox

Secure sandboxes Easily launch governed Virtual Machines with scalable compute and storage, with memory optimized and deep-learning features such as GPUs. Data onboarding & curation Quickly and safely onboard enterprise data from a variety of sources and carefully curate a subset of data. Make only the right data available to execute your project......

relevant regions
Frankfurt, Germany

Data Security

All applications and data are encrypted in a high-security data center in Germany and are only transmitted between the server and your browser in encrypted form. The data sovereignty always lies with end client. Infrastructure and servers The United Signals infrastructure is hosted on high-security data centers in Germany, which are certified......

relevant regions
Mountain View, CA, United States

Datavisor

Advanced capabilities, outstanding performance Achieve quick and quantifiable ROI with easy-to-integrate, highly scalable fraud solutions. Deploy advanced fraud models informed by deep domain expertise, and receive actionable fraud signals in real time, without the need of labels, large data sets, or manual retuning. Go beyond simple anomaly detection to expose and......

relevant regions
London, United Kingdom

Dealing

The dealing service is provided through either a web front end portal (which can be white labelled), or, an electronic interface (based on FIX messaging). Orders are then directed to our powerful Smart Order Router. The orders are dealt in accordance with the client’s trading strategy and execution policy to......

Madrid, Spain

Dealing, Custody and Administration Services

Efficient execution & risk reduction Integrated straight through processing (STP) dealing systems. To transform the wealthtech world. We want to create value for our clients by empowering them with a unique combination of scale, experience and a digital mindset. Contractual settlements and cash account services Daily cash settlement of accounts and FX services to......

relevant regions
Madrid, Spain

Dealing System

Advanced reporting A global fund universe with a single contract Consult and upload orders and stock transfers, manage cash settlements, review statements of holdings, and access the data related to your transactions Dealing Instruct trades, view the status of various orders, and access confirmations on your transactions. Rebates Daily rebate calculations and accruals (monthly & quarterly......

relevant regions
Reston, VA, United States

Defend Assets

The cyber enemy is always at the gate and if you don’t have the necessary cybersecurity measures in place, it’s only a matter of time before your firewalls come crashing down. LookingGlass Threat Mitigation solutions arm your security team with the right tools to plan for, recognize, and immediately fend......

Zurich, Switzerland

Desygnate

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

relevant regions
Sulzbach/Taunus, Germany

DIAMOS-CeF

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......

relevant regions
Sulzbach/Taunus, Germany

DIAMOS CommissionManagement

The management of distribution agreements and commission settlements as well as the resulting deposits and disbursals is one of the particularly labour-intensive and complex tasks of the investment business. Data from different sources must be periodically processed and consolidated, and commissions must be calculated and distributed according to different remuneration......

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Sulzbach/Taunus, Germany

DIAMOS-D Suite

The investment industry is characterised by constant change and further developments. At the same time, there are many pillars that appear to be unalterable. Whether our customers have only a challenge in a dedicated part of the investment chain or are looking for a comprehensive solution. The DIAMOS-D Suite reliably......

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Sulzbach/Taunus, Germany

DIAMOS ERiC

With DIAMOS-ERiC, we offer you a solution for the automated file transfer for officially prescribed control notifications via the ELSTER Rich Client (ERiC). The background is the “control and notification procedure” within the framework of the “KONSENS” project. The purpose of the KMV is to replace paper-based notifications with a computerised......

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Vienna, Austria

Digital Asset Management System

Leverage secure multi-party computation technology to maximize security while overcoming limitations of hot and cold wallets. Tailor flexible policies to customise approval workflows. Stay ahead of regulatory requirements, unify hot and cold wallets, and multiply your competitive advantage.  The RIDDLE&CODE digital asset custody solution is a multi-authorization solution to safekeep crypto assets......

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Madrid, Spain

Digital Assets

The capacity to be at the forefront of the fund industry revolution A fully digital proposal to help all current players throughout the fund industry value chain to understand all the benefits of a new era of Digital Assets. Regulatory support process Active player in the regulatory process, collaborating in the different steps......

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London, United Kingdom

Digital Finance Transformation

Today’s wealth management finance function can not simply exist to churn out standard month end reporting. Instead, finance must analyse, understand and predict in full alignment with the business. We have taken IBM analytics technology and pre-built fully integrated modules for:  AUM reporting Financial reporting Industry specific planning models Capital adequacy Vast volumes of data can......

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San Jose, CA, United States

Digital Foundation

Digital success starts with a sound Digital Foundation The rapid pace of disruption over the last decade has resulted in the need for enterprises to innovate and transform their business models. To compete in the fast-changing digital world, businesses are pressed to launch differentiated services faster than ever before. However, the......

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Warrington, United Kingdom

Digital Workforce

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

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London, United Kingdom

DirectLINK

Become a Clearing Member DirectLINK is a self-clearing solution allowing market participants to access and manage any number of clearing house service without being dependent on a clearing broker. Reinforce Existing Memberships DirectLINK can also be used to dramatically improve the management of existing or additional memberships reducing the compliance, development, and maintenance......

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London, United Kingdom

Dividends

We strive to help our clients manage their resources as efficiently as possible. At a time when investors want a value-for-money service, Calastone Dividends works to address a clear problem easily and quickly for the benefit of everyone involved. Upon the announcement of a dividend by the fund, the Calastone......

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New York, NY, United States

DMARC

As a cross-sector, transnational organization devoted to eradicating systemic cyber risk, at GCA we are dedicated to improving cybersecurity in a connected world. The DMARC authentication tool is an important step in supporting this mission. DMARC was developed as a collaborative effort to fight phishing and other dangerous email scams.......

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Los Angeles, CA, United States

Docupace Advisor Transitions

Convincing the best advisors to join your team requires overcoming a major hurdle: the transition process. Transitioning a book of business to a new broker-dealer or RIA can take 3-6 months, involve thousands of forms, and usually results in NIGOs and other compliance issues. During this process, advisors are faced......

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London, United Kingdom

DPR

Consumers today have greater choice and portability than ever. As these habits push into the banking sector, it’s never been more important for banks and building societies to ensure they are working with the right technologies to stay relevant and competitive. We provide best in class software for different stages......

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New York, NY, United States

DTCC Wealth Management Services

Wealth Management Services (WMS) includes three of DTCC’s business lines: Mutual Fund Services, Alternative Investment Product Services and Insurance & Retirement Services. These businesses drive centralized, automated processing and information services for the mutual funds, alternative investment, insurance and retirement markets. Seamless, end-to-end communications with broker/dealers and other distribution partners......

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London, United Kingdom

Duco Cube

Redefining reconciliation No more implementation projects. Switch on Duco Cube and empower the people who know your data to normalize and reconcile it themselves, within hours. You won't find anything else like it. Scale from Start-up to global corp Duco Cube will process a few hundred or a few billion lines of data for......

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Tysons, VA, United States

DXC Digital Model Bank

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

Wallington, United Kingdom

e2gen

Aqua Global’s highly scalable solution e2gen automates the entire transaction lifecycle from trade through to settlement. All modules co-exist within a single shared database and are delivered as a whole solution. This allows customers to deploy modules quickly and easily at a pace that suits their business requirements. e2gen has allowed......

Thawill, Switzerland

EBICS Integrator

EBICS protocol & security Internationally accepted security standard. Standardized key activation process. Authentication through private cryptographic keys. Allows encrypted data transfer. Multibank connection Centralized solution to connect multiple banks. Connection to major and swiss regional banks are available. Simple activation of new bank connections. Data routing configuration feature for each bank. Automatic download mode Fully automated daily data processing. Daily automatic download......

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Brooklyn, NY, United States

EdgeworthBox

From the Industrial Revolution, businesses have used the reverse auction to buy goods and services. Requests for Proposal (RFPs) and Requests for Quote (RFQs) were a way to get suppliers to compete on price. For a long time, this worked well. As long as companies were buying simple things, it was......

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London, United Kingdom

E-money Accounts

Greengage has built an extensive network and market presence in the crypto-asset sector, bringing an open mind to both traditional and digital finance. Now providing accounts to SMEs, digital asset firms, and high net worth individuals across the UK and Europe, currently available in GBP and Euro. We provide visa debit cards......

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Harpenden, United Kingdom

EMX Interface

Ready-to-use The EMX Interface software is designed specifically for use with EMX. This enables EMX participants to quickly link to the EMX system and to efficiently process orders and valuations. The product works as a gateway system and is intuitive and easy to use. Support is provided for all EMX messages types,......

London, United Kingdom

EndLINK

Hybrid integration across direct memberships and clearing broker relationships EndLINK provides end users with seamless integration across multiple models of accessing clearing houses and traditional clearing brokers enabling a holistic and consistent view across all clearing. As the volume of clearing activity continues to increase and diversify, the complex management of clearing......

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Boston, MA, United States

Endpoint Detection & Response (EDR)

Cybereason EDR enables: Correlation across machines Get detailed, correlated, and enriched data from every endpoint on your system in real-time, without delays. Contextualised alerts Get a complete story of the attack from start to finish with all related attack elements for each alert. Remediation toolbox Fight modern threats that affect many machines with our accelerated remediation......

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Chicago, IL, United States

Enfusion Software

We connect investment and operational decision making, allowing every single team member to leverage the same insight in real-time, across the entire portfolio with work from anywhere access, including web and mobile. Key features Front-to-back solution One integrated system that eliminates boundaries and powers workflow. Real-time portfolio One enterprise-wide data view in real-time. Work from anywhere With......

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Givisiez, Switzerland

Enterprise Case Manager

It is providing a smarter, more integrated way to handle increasingly complex caseloads and includes support for structured as well as ad-hoc workflows. It includes the infrastructure with general objects such as cases, stakeholders, tasks, case folders, documents, etc., the process design tool, process monitoring and a comprehensive integration layer.......

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London, United Kingdom

Entity Screening

Rapidly load and cleanse external data Automatically cleanse data from internal and external sources to prepare for optimal screening. Our system makes provision for OFAC as well as for watch- and sanction lists from different providers. Build entity screening rules swiftly Our graphical user interface makes it easy to build and configure rules......

relevant regions
George Town, Cayman Islands

Eosio

Fast and efficient The EOSIO platform provides industry-leading transactions speeds and are a sub-second block time latency rate, providing the ability to support mission-critical applications. Perform transactions at a lower cost through efficient resource management to yield greater benefits from digital intergration. Highly configurable EOSIO is designed to allow for a higher degree of......

Brussels, Belgium

Euroclear

As a provider of Financial Market Infrastructure (FMI), we offer expert transaction settlement, asset servicing and collateral management, as well as a wide range of services for issuers. All asset types are covered including bonds, equities, funds and derivatives. Euroclear Bank, the leading International Central Securities Depository (ICSD), is your gateway to......

relevant regions
San Mateo, CA, United States

Exabeam for Financial Services

Benefits of using Exabeam in the Financial Services sector Automated investigations, visualised through Exabeam Smart Timelines, enable analysts to accurately detect insider threats faster. Complete visibility of, and actionable insights into, incidents reduces security risks. Natural language querying, with context enhanced parsing and data presentation, improves analyst productivity. Financial services, perhaps more than most,......

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London, United Kingdom

Exchangepath

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

relevant regions
London, United Kingdom

Experiment in our Sandbox

You need a single sandbox You need a limited number of API calls You are happy to build independently  You can have your questions answered through a standardised SLA  You do not have any custom integration requirements You are happy to use multi-tenant cloud infrastructure ...

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Springfield, MA, United States

FA Match

We help you plan for your own future. Career options start with relationships  Set your target Find firms based on location, characteristics and what they offer advisors. Compare firms View full details on each firm and evaluate your interest level. Make connections Request a connection with a firm you may be interested in. Build relationships Schedule a call with......

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Lake Success, NY, United States

FASTNET

Securities-based lending is a valuable source of revenue for wealth managers. But with growing demand and potential market volatility without robust risk management, SBL can carry unique risks. FASTNET is built to help you manage the realities of growing your business—supporting every phase of the SBL process. From collateral evaluation......

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Madrid, Spain

FAST: Transfers

An ideation process validated by main players FAST is the result of a working group created in Spain to understand and validate how Allfunds Blockchain technology benefits the transfers ecosystem. Ready to build new digital solutions for final investors Time: avoid delays generated due to the inefficient current technical solutions by reducing data......

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New York, NY, United States

Fee Billing

Silver Fee Billing is the essential adaptable fee billing platform. Configure flexible methodologies Simplify assignments & overrides Streamline billing groups Collect fees on times Eliminate intra-period fee leakage Provide fee and revenue clarity ...

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Zurich, Switzerland

FinfoxPublicAPI

FinfoxPublicAPI is standardised and platform-independent. To achieve the goal of open banking, it can be incorporated with any existing or future system. As such, Finfox technology can be tailored precisely to your IT architecture. Your apps, front ends, widgets and back-end services can access data from Finfox via the API......

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Singapore, Singapore

FinIQ API Services

From order management to execution management, portfolio holdings and asset information, FinIQ's APIs are integrated with the current solutions and user interfaces a company is using.   APIs are used to feed and fetch data from multiple environments such as mobile, e-commerce platforms or other incumbent systems. ...

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Singapore, Singapore

FinIQ Connect Suite

EQ-connect 21 leading investment banks supplying live and dealable quotes for diverse payoffs including ELN, KOELN, DRA, accumulator, decumulator, equity OTC options, BEN and Phoenix. ELI-connect 4 leading investment banks supplying live and dealable quotes for retail equity linked investments including fixed coupon, double decker and bonus enhanced ELI. FI-connect Online order execution of simple......

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New York, NY, United States

Finity360

Helping capital markets firms, FCMs and credit unions succeed We developed Finity360 to make mission-critical data more secure, accessible and valuable as financial services organizations face limitations in prevalent legacy operating environments. Finity360 is a suite of secure, cloud-based data management solutions that provide a highly scalable and customizable way for firms to......

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Amsterdam, Netherlands

FiRE

With the increasing complexity and frequency of reports and the more stringent attitude of regulators, the need for automation increased. Right from the start, we worked with banking packages to develop a standard interface. This allowed banks changing their banking system to implement FiRE without too much effort. Every year, up to......

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Amsterdam, Netherlands

FiTAX

Since 2001, BearingPoint continuously enhanced its FiTAX tax reporting solution. One of the main challenges faced by financial institutions is to stay up to date with the ever-changing reporting requirements imposed by the tax authorities (IRS, European Union...), which frequently request evolutions in electronic files and reports. Monitoring and implementing......

Harpenden, United Kingdom

FIXeed

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

Athens, Greece

FMS.next

FMS.next is the modern and flexible banking platform successfully addressing the needs of global financial institutions, retail and corporate banking, traditional as well as branchless and challenger banks or alternative finance organisations. This is achievable through its uniquely designed modular architecture which coupled with powerful product factory capabilities enables firms to......

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Singapore, Singapore

For Banks & Wealth Managers

Curated Products 50,000+ products evaluated to offer best-in-class investments. Risk-aligned Portfolios Portfolios aligned to your clients' risk appetite and investment objectives. Seamless Execution Fully digital onboarding, investing, and monitoring experience. Partner with Kristal Global wealth management solutions for players across the wealth spectrum including banks, wealth managers, advisors, distributors, brokers, and FinTechs....

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Helsinki, Finland

F-Secure Business Suite

Designed to simplify the demanding security needs of today's organizations F-Secure Business Suite is an on-site business security solution that offers the best continuous protection for your organization by combining the best of accumulated expertise, advanced technologies, and modern, cutting-edge features with full on-site control. It is a full protection bundle......

Helsinki, Finland

F-Secure Internet Gatekeeper

Efficient front-line protection for your business, stopping malware at the gateway Internet Gatekeeper is the ultimate digital bouncer for network security. It provides powerful real-time protection from malware and other harmful content in email, files, and URLs. Internet Gatekeeper supports deployment to any virtual environment, in addition to being available as a......

Helsinki, Finland

F-Secure Messaging Security Gateway

E-mail filtering and protection for SMTP traffic F-Secure Messaging Security Gateway provides complete protection for inbound and outbound e-mail communication. It blocks unwanted and harmful messages, and eliminates the possibility of data leakage. Messaging Security Gateway brings end-to-end confidentiality wherever you need it. Filter incoming and outgoing mails, encrypt your emails, block......

Helsinki, Finland

F-Secure Protection Service for Business

Best-of-breed business protection for your computers, mobiles and servers   F-Secure Protection Service for Business is the best, most comprehensive endpoint security package on the market. It's designed from the ground up to solve challenging business security needs, without significant maintenance or management overhead. It protects all your devices against all threats, like......

Helsinki, Finland

F-Secure Radar

Manage business-critical vulnerabilities F-Secure Radar is a turnkey vulnerability scanning and management platform. It allows you to identify and manage both internal and external threats, report risks, and be compliant with current and future regulations (such as PCI and GDPR compliance). It gives you visibility into shadow IT - to map......

Helsinki, Finland

F-Secure Rapid Detection and Response

Stop breaches quickly with automated threat identification F-Secure's industry-leading endpoint detection and response (EDR) solution gives you contextual visibility into your security. With our automatic advanced threat identification, your IT team or managed service provider can detect and stop targeted attacks quickly and efficiently. Automated or guided response actions backed by F-Secure......

Helsinki, Finland

F-Secure Software Updater

Identify and patch third-party software Software Updater scans computers for missing software updates, and keeps Windows and third-party applications up to date and patched from vulnerabilities. It offers automatic deployment and also the possibility of exclusions and manual deployment. Patch management is a key security element Keep your business security seamless and avoid......

Helsinki, Finland

F-Secure ThreatShield

F-Secure ThreatShield is a gateway-level security solution for protecting email and web traffic, with built-in network sandboxing technology. It is designed specifically to protect against spam, ransomware, phishing, and advanced targeted attacks. Email and web traffic are the most common attack vectors Email and web traffic continue to be the most common......

London, United Kingdom

FS:Launch

How are you creating new funds and share classes today? Does it involve multiple teams, spreadsheets and emails? FS:Launch from FundSense gives asset managers fully customisable fund & share class creation and approval workflows which increase efficiency, eliminate bottlenecks and most importantly allow funds to be launched faster. Contact us to arrange......

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London, United Kingdom

Fully Managed IT Support

Support models range from 24/7/365 Service Desk through to Virtual CTO or IT director. Our design and implementation experience allows us to serve clients from start-ups to some of the largest international asset management firms....

Costa Mesa, CA, United States

FundKeeper

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

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New York, NY, United States

Fund of Funds Software

Gain fundraising traction Outpace rivals on the fundraising trail by building intelligence on LPs, creating structured processes for nurturing prospects and ultimately earning investors' trust. Optimize your engagements Institutionalize your IR strategy and stand out to investors using Navatar's proprietary relationship management workflows. Measure all touchpoints and leave no LP ignored. Leverage institutional memory Develop......

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Luxembourg, Luxembourg

FundSquare for Fund Buyers

Fund selection and sales depends on a transparent structure that allows fund buyers to fulfil all due diligence and risk requirements in an efficient and flexible manner. Fundsquare offers a flexible and responsive infrastructure that enables operational effectiveness across the fund investment process. Covering the three broad areas of regulatory compliance and information,......

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Harpenden, United Kingdom

FundTerm

The FundTerm system provides interoperability and adherence to the latest market standards for participants across a number of channels. The system is useful as a black-box, in order to extend an order management system, wealth platform or transfer agency system. Alternatively, FundTerm can be used as a primary order management......

San Mateo, CA, United States

Fusion SIEM

Exabeam Fusion SIEM is a cloud-delivered solution that that enables you to: Leverage turnkey threat detection, investigation, and response Collect, search and enhance data from anywhere Detect threats missed by other tools, using market-leading behavior analytics Achieve successful SecOps outcomes with prescriptive, threat-centric use case packages Enhance productivity and reduce response times with automation Meet regulatory......

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San Mateo, CA, United States

Fusion XDR

Exabeam Fusion XDR is a cloud-delivered solution that enables you to: Leverage turnkey threat detection, investigation, and response Detect threats missed by other tools, using market-leading behavior analytics Achieve successful SecOps outcomes with prescriptive, threat-centric use case packages Enhance productivity and reduce response times with automation Flexible integration to augment your security stack Free yourself from......

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New York, NY, United States

GCA Cybersecurity Toolkit

How to use the toolkit The Global Cyber Alliance (GCA) has built this toolkit for small to medium-sized businesses to address the Center for Internet Security Controls (CIS Controls) which will enable business owners to significantly reduce the cyber risks they face every day. The CIS Controls are a recommended set of......

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New York, NY, United States

Gemini API Connectivity

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

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London, United Kingdom

Glue42 Core

Open Source Glue42 Core is both open-source and production ready. It can be used in production environments at no-cost. Connect your web applications into a streamlined workflow Glue42 Core exposes a rich set of interoperability methods enabling web applications to seamlessly communicate with each other. All interaction occurs on the client device, making......

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London, United Kingdom

Glue42 Insights

What it is: Glue42 Insights allows operational, compliance and risk teams to capture and then visualize user behavior as they navigate within and between applications running in Glue42 Enterprise. The data that is captured comes from Glue42 Enterprise (the monitoring layer). The visualization is based upon a set of quick-start templates......

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Mountain View, CA, United States

Google Cloud Platform

Stay competitive and compliant in rapidly changing global markets with powerful, scalable technology, including secured multi-cloud and hybrid solutions from Google Cloud. To keep up with massive computing demands, financial institutions like HSBC are moving their data to Google Cloud Platform (GCP). GCP runs on the same infrastructure and private fiber......

relevant regions
Boston, MA, United States

GoToMeeting

18 million worldwide users per month For scale: That is like the entire city of New York using GoToMeeting video conferencing every month. 80 million online meetings per year And growing since we started in 2004. Count on us to make your meeting matter. Close deals 20% faster 9/10 customers close deals 20% faster on......

Boston, MA, United States

GoToWebinar

GoToWebinar erases the headache and hassle from webinars. No matter your goal or skill level, you’ll quickly see why so many love GoToWebinar. Go from preparing a webinar to presenting in fewer steps – and have a lot of fun along the way. Why GoToWebinar is the trusted leader 2.7 million webinars......

Mountain View, CA, United States

GSuite

Make decisions faster, face to face Use shared calendars to see when others are available and schedule meetings with automatic email invitations. With one click, turn your meeting into a video conference from any camera-enabled computer, phone or tablet. Share your screen to review your work as a team and make decisions on the spot. Collaborate in real time. Easily work......

relevant regions
Sydney, NSW, Australia

Health Check Platform

Health Check is a cloud-based platform designed to help regulated businesses (and their professional advisers) to assess the design and operational effectiveness of compliance programs, by mapping policies/procedures to compliance obligations; performing control testing; documenting key observations/recommendations in reports and using data analytics to derive actionable business intelligence on compliance......

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Hong Kong, Hong Kong

Hex Clear

Minimize risks Our clearing and settlement services address one of the most pressing structural issues of the digital assets markets, whereby funds need to usually be moved to the trading venue (exchanges & brokers' wallet) before the trade happens. This process is usually source of several problems which Hex Trust helps......

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Hong Kong, Hong Kong

Hex Market Services

Deep liquidity The smart order routing guarantees the best execution across deep liquidity pools of exchanges and OTC desks across a range of digital assets. We provide the flexibility to customize your dashboard to receive the specific pricing data and information you need. Safely access trading opportunities Access trading opportunities via our market-leading......

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Hong Kong, Hong Kong

Hex Safe

Safekeep Assets Secure backup – upon request, all application data, including encrypted assets and in-flight transactions, are replicated in real-time to the backup datacenter. Account structure – Hex Safe offers extreme flexibility to create hierarchical structures of accounts and sub-accounts. All accounts and sub-accounts are completely segregated on chain and derived through different seeds......

relevant regions
Aarhus, Denmark

Homento for Family Offices

We know family offices are busy. Our solution ensures that you have easy access to the data you need. Our app creates overview and transparency for both you and the family. You decide the number of users and the accessibility of each user. We are your independent partner for discussion. Our analyses provide you with......

relevant regions
Quebec City, QC, Canada

Hosting Services

Included in the monthly licensing fee, we provide financial institutions with a complete, powerful tool. Financial institutions maintain total control of back office operations; all that's needed is an internet connection. Wealth management is now available anytime, anywhere....

Amsterdam, Netherlands

HSO Financial Services

As a financial services provider, you’re probably finding the competition is becoming more intense. You have to compete to offer more to your clients, work harder to stay in compliance with ever-changing regulations, while at the same time ensure you’re taking advantage of every opportunity. Legacy, home-grown, and point solutions can’t......

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Princeton, NJ, United States

Hybrid Integration

OpenLegacy is in the Hybrid Integration Platform (HIP) product category which connects cloud-based and on-premise applications. HIP solutions leave the data and applications where they currently exist, both on-prem and in the cloud, and leverage the integration between them based on user scenarios. Openlegacy's B2B solution makes it easier for the......

Milpitas, CA, United States

HyperApps

What are HyperApps? JIFFY.ai HyperApps are low-code applications that help you achieve true end-to-end business process automation in your enterprise functions. Being "low-code", they can be designed and deployed quickly. They can assure "true automation" by reserving human participation in your business workflows only for high-value tasks. Moreover, the automated workflows connect......

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New York, NY, United States

Hyperscience Platform

Drive Post-Extraction Business Outcomes Validate & Transform Add simple rules to validate and transform extracted data for ease of downstream ingestion. Enrich Pull in third-party data via API/DB connections to enrich your post-extraction outcomes. Review & Approve Custom human supervision interfaces tailored to knowledge worker actions. Natural Language Processing Understand user intent through sentiment analysis. Route Route documents to different......

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Givisiez, Switzerland

HYPERSUITE/5

If documents are not managed proactively in an organization, it can result in lost information and duplicated records, leading to loss of productivity and profitability. Moreover, security breaches can have a significant adverse impact on a company’s bottom line business and non-compliance to legal archiving and record keeping regulations will......

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Zurich, Switzerland

IAM Solutions

From the employee login, through the private e-banking access and the registration in online shops all the way to the login for tax returns – digital identities form the basis for many services and digital offerings as well as the protection of applications and data. The technology behind this is......

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London, United Kingdom

Idea Spotlight

Ideas are the beating heart of every organisation – and idea management is a proactive way of capturing, refining and realising them to build a better business. With effective idea management comes market-leading innovation. You’ll discover untapped business opportunities, identify areas for improvement, adapt your strategy to emerging priorities and find......

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San Francisco, CA, United States

Identity

Increase trust & safety Reduce the number of scammers and bad actors to increase the credibility of your marketplace or community. Reduce fraud losses Help your risk teams securely collect identity information to determine if a user is legitimate or fraudulent. Streamline KYC Make it easy for users to prove their identity at onboarding while......

relevant regions
Fairfax, VA, United States

IdentityX

There’s no sector more vulnerable to the onslaught of new and ever-evolving fraud attacks than financial services, or more burdened by government mandates to stop money laundering and other illegal customer transactions. Yet these same organizations are under enormous competitive pressure to deliver convenient, frictionless digital experiences to their customers. In the......

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Stony Stratford, United Kingdom

Image Guard

The problem Organisational security and reputation is risked daily by photo’s and videos sitting on public social media, posted by employees and contractors. According to Rachel Tobac, channels such as Instagram, LinkedIn provide 60% of the information needed for social engineers and hackers to enter organisations. Too often, office photos contain computer screens,......

relevant regions
Shuwaikh, Kuwait

iMAL

iMAL is the industry-leading digital Islamic core banking platform from Path Solutions, and the first and only AAOIFI-certified suite, confirming its compliance with AAOIFI’s Sharia and financial accounting standards. It has been architected out of years of experience and offers several powerful and differentiating features making it one of the......

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Geneva, Switzerland

ImmuniWeb Platform

1. Illuminate your attack surface to prioritize testing ImmuniWeb® Discovery Dark web & attack surface monitoring AI-enabled Automated 24/7 2. Run risk-based security ImmuniWeb® On-Demand Web application penetration testing AI-Enabled Manual One-Time ImmuniWeb® MobileSuite Mobile penetration testing AI-enabled Manual One-time 3. Ensure continuous security monitoring and compliance ImmuniWeb® Continuous Continuous penetration testing AI-enabled Manual 24/7 AI for intelligent automation and acceleration ImmuniWeb leverages our award-winning AI technology for intelligent automation and acceleration of laborious......

relevant regions
Boston, MA, United States

Immuta for Financial Services

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

Fehraltorf, Switzerland

IMS Incentage Middleware Suite

The Incentage Middleware Suite controls and channels messages, making sure they carry the right information - with maximum STP rates guaranteed. Flexible message and data integration and transformation IMS, the Incentage Middleware Suite, is a messaging integration solution which increases quality and reduces the risk and time needed to complete integration projects.......

relevant regions
Givisiez, Switzerland

IMTF Fraud Prevention Solution (IFPS)

Your customers are using more channels and demanding more services while criminals are evolving and seeking to exploit your weakest link. At the same time, regulators are increasing their focus on cybersecurity, as well as fraud operations models. These constantly evolving market trends require you to adapt and respond quickly......

Zurich, Switzerland

Index-as-Service

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

Chicago, IL, United States

InfoReach TMS

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

relevant regions
Luxembourg, Luxembourg

Information Services

Fundsquare offers a broad range of information services to help industry professionals benefit from economies of scale and time to market, as well as enabling them to concentrate on their core business while bringing a high level of efficiency and quality. These cover the collection, management and dissemination of fund information......

relevant regions
Zug, Switzerland

Infrastructure

With our secure proprietary infrastructure, we support financial intermediaries with the implementation and development of custody solutions and tokenisation projects. As a trusted partner, we advise our clients in crypto asset technology, operations, and risk management. Storage infrastructure Banks and institutions use our storage solutions to ensure the highest security levels possible,......

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London, United Kingdom

Infrastructure-as-a-Service

For any organisation, infrastructure is a significant cost. From servers to storage, the equipment you need to create is a considerable capital expense. Then, it takes unique insight to design an infrastructure that’s highly available, consistently responsive, and fully secured. With Lanware’s Infrastructure-as-a-Service (IaaS), you can eliminate the need for in-house......

New York, NY, United States

Infura

Your Gateway to Blockchain Development Backed by Infura's world-leading Infrastructure, our products dynamically scale with your application to meet the demands of your users. Seamless developer experience Access actionable insights with operational analytics and threshold notifications. High Availability Ethereum API Instant access over to the Ethereum network. Connect to Ethereum with a single line of......

relevant regions
Paris, France

Innova

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

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Milpitas, CA, United States

INNOVATE

Transform Your Software Development Software development is a slow and complicated process. With dependencies on several teams and common resources, it takes months for even the most advanced software companies to launch new products. With JIFFY.ai Innovate, we’ve redefined software development and empowered everyone with ideas to develop, deploy, test and launch software. Talk......

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London, United Kingdom

Institutional Service Offering

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

relevant regions
Edinburgh, United Kingdom

Integration Hub

Our Integration Hub connects the market, making the business of integration quicker, easier and more cost efficient than ever. Without the Integration Hub, organisations have to integrate point-to-point with each individual counterparty to enable their systems to talk to one another. This matrix of integrations is expensive to build and maintain not to mention complex......

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London, United Kingdom

Intelligence

Create actionable insight from raw data All the tools you need to understand and help your customers. Ingest data from anywhere Apply AI models to data from your own services, third party aggregators or data from open banking. Create personal services Build out better PFM tools, reduce costs and tailor messaging to your customers....

Harpenden, United Kingdom

Interconnect

Actuare customers are able to reach participants at other service providers and likewise be reached by them. The managed service currently provides interconnectivity with participants at SWIFT and a number of UK service providers. The result is that it is much more straightforward for you. Actuare deals with all the underlying......

London, United Kingdom

InterLINK

Enabling Provision of Client Clearing Solutions InterLINK is an innovative solution enabling clearing members to build and expand regional specific multi asset class client clearing solutions across world wide clearing houses. As market focus shifts from global to regional, InterLINK facilitates flexibility and scalability whilst providing robust regulatory compliant risk management and......

relevant regions
Copenhagen, Denmark

Introducing Broker

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

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Singapore, Singapore

InvestaX

Digital Securities Offerings (DSO) Digital securities are digital representations of traditional securities and financial interests, such as a contract of equity or debt in real estate and private equity. DSO open up a new world of financial instruments and investment structures. They are supported using distributed ledger technology and smart contracts. On......

relevant regions
Beverly Hills, CA, United States

InvestCloud Orange

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

relevant regions
Luxembourg, Luxembourg

Investment Fund Services

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

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New York, NY, United States

Investor Solutions

Long or customized exposure to Bitcoin Investment funds and separate accounts across a wide range of objectives. Our range of off-the-shelf and bespoke investment strategies are designed from the ground up for institutions and sophisticated investors. Secure custody and trading solutions for high net worth individuals, family offices, and financial advisors The trusted......

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San Francisco, CA, United States

Invoicing

Get paid faster Stripe’s online invoices provide an optimised experience across mobile, tablet, and desktop. Most Stripe invoices are paid within three days. Easy to get started Create, customize, and send a Stripe-hosted invoice in minutes – all from the Dashboard with no code required. Configurable for any use case Collect one-time or recurring payments......

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Fehraltorf, Switzerland

IPC Incentage Process Cockpit

The issue Many institutions in the financial industry seem to be flying blind with regards to their message flows. Automated high-level monitoring of global and all-embracing message flows on a realtime basis, with drill-down facilities wherever and whenever needed, are not the order of the day. You would like to know anytime......

relevant regions
Greenwich, CT, United States

iPM Cloud

Whether hosting INDATA’s iPM Epic software, which includes the technology infrastructure required to effectively leverage and utilize big data analytics, or hosting proprietary applications unique to investment management clients, iPM Cloud provides a comprehensive and cutting-edge tech solution, all based on a private cloud architecture in line with industry best......

relevant regions
Fehraltorf, Switzerland

ISB Incentage Service Bus

The issue Business process, information and message flow management are critical success factors for any operational unit within the financial industry. Pressure to be profitable, compliance with regulatory requirements, missing overview over business flows, dynamic markets and the need for unlimited scalability in spite of budget restrictions keep CIOs and CEOs......

London, United Kingdom

iServe

It offers a transparent way to operate with even the most adamant external systems, ensuring that your installation ties together with 3rd party systems. iServe provides a common framework for integrating and synchronizing various applications with different systems across the organization, converting the required work flow into a turn-key solution....

relevant regions
Rockville, MD, United States

ISS LiquidMetrix Platform

The ISS LiquidMetrix platform is a proven core infrastructure that delivers a range of services to Buy Side, Sell Side, and Venue operators. It was designed to meet the regulatory, monitoring and performance reporting requirements needed today, performing millions of calculations each day and servicing clients globally to reduce trading costs,......

relevant regions
Melbourne, VIC, Australia

ISXpay

Accelerated business growth and revenue optimisation. Accept and process payments intelligently with ISXPay®. We enable businesses to accept online payments from customers all over the world. With a single integration, you can accept all major cards as well as a variety of alternative and local payment methods. If your business is looking to......

relevant regions
Vienna, Austria

IT Outsourcing (ITO)

Concentrate on your core expertise and benefit from the experience of CPB SOFTWARE. An expert team efficiently manages your systems in virtual environments or on the infrastructure you provide – with high-availability services on request. Minimise your operational risk while improving your business continuity and reducing costs. The company operates 24×7......

London, United Kingdom

ITRS Capacity Planner

Capacity planning as a service Operating as a SaaS platform, which helps plan and manage your capacity quickly and easily. Cut costs with big data analytics Assess current resource utilisation and infrastructure, and recommend optimisations with analytics extracted from your existing tools. Avoid outages Provide warnings of future problems and mitigate business risks by avoiding potential......

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London, United Kingdom

ITRS Geneos

Real-time visibility for infrastructure and trading Prevents outages, helps identify, diagnose, and resolve issues before they impact the business by collecting real-time infrastructure, application, and trading data to build an end-to-end view. Aggregate and consolidate your toolset ITRS Geneos as a central aggregation layer which brings all information together under a single pane......

relevant regions
London, United Kingdom

ITRS Infrastructure Monitoring

Take your infrastructure monitoring to the next level with ITRS Keep all your existing integrations and migrate seamlessly (fully compatible with Nagios). Get best-in-class business service monitoring and quickly identify the root cause of any issues. Switch to a more robust network monitoring platform that includes network topology with real-time status overlay. Get faster......

relevant regions
London, United Kingdom

ITRS Load Testing

Using ITRS Load Testing in your business Global reach Control the ramp and bandwidth of thousands or millions of global virtual users and simulate real-world dynamics. APM integrations Integrate with AppDynamics, New Relic, and Dynatrace to drill down, pinpoint critical issues, and identify root-cause. End-user insights Measure the quality of user experience by viewing a stream......

relevant regions
London, United Kingdom

ITRS Log Analytics

Monitor & alert ITRS Log Analytics observe in real time and alert on anomalies, spikes, or other patterns of interest. Analyse & report ITRS Log Analytics gives you a fully transparent overview of your logs, their analysis and reporting – at any scale. Seamless integration ITRS Log Analytics offer seamless integration with third party tools as well......

relevant regions
London, United Kingdom

ITRS Obcerv

Make the most out of your data with intelligent storage Intelligent correlation of data from disparate sources, powerful meta-tagging and best-of breed centralized dashboarding allows you to store, collate, contextualise and view your data. Save money on data storage Data compression ensures that storage costs are affordable, without compromising on reliability. Understand and fix......

relevant regions
London, United Kingdom

ITRS OP5 Monitoring

Exceptional infrastructure monitoring OP5 Monitor is equipped to meet the monitoring demands of the most complex infrastructure. OP5 is highly customisable and can be adapted to your exact needs, without the cost of complexity. It’s ready to go with most devices out-of-the-box, and is completely compatible with Nagios plugins.  Additionally, OP5 Monitor......

relevant regions
London, United Kingdom

ITRS Real User Monitoring

Harness your users' experience Harness your actual users' experience and collect and quantify website performance and user data directly from your site’s visitors with Real User Monitoring (RUM). Website speed per country See your user concentrations and website performance based on location. Compare your website performance throughout different countries and improve accordingly. Also, for......

relevant regions
London, United Kingdom

ITRS Synthetic Monitoring

How synthetic monitoring can help Web perfomance monitoring Optimise and monitor website speed. Get load time metrics for each page element to identify and correct problem elements to stay within performance budget. Website uptime monitoring Proactively monitor website availability from the end-user perspective with checks once per minute from one of more than 250......

relevant regions
London, United Kingdom

ITRS Trade Analytics

Low impact data collection Data collected at hundreds of data points Real-time speed Built for the most demanding environments, process millions of transactions per second. Support for highly complex environments Built for highly complex environments where speed and uptime are existential issues. Trade specific monitoring True front-to-back monitoring, across dozens of different systems. Delivered in partnership with Beeks......

relevant regions
London, United Kingdom

IT Solutions

By reviewing and understanding your current IT environment we will devise a suitable IT business solution and IT strategy for your server environment, business critical applications, and connectivity. We will work with you to ensure the infrastructure is cost effective and suits the requirements of your workforce and clients. We offer a......

relevant regions
Shuwaikh, Kuwait

iWINDOW

As Islamic finance keeps expanding, the adoption of Islamic windows in conventional financial institutions constitutes a great opportunity for growth, increased profitability, and new market share. Path Solutions reaffirms its commitment to the Islamic finance industry with the availability of iWINDOW suite catering for Islamic window operations to help financial......

relevant regions
Chur, Switzerland

ix.Cloud

Business models, business processes and applications have to be continuously transformed. With ix.Cloud, Inventx offers the finance and insurance industry secure access to an innovative hybrid cloud platform that is constantly being further developed. The “next generation IT” is already a reality for us today. The finance and insurance industry is......

relevant regions
Boston, MA, United States

join.me

The one size fits all sharing solution. As your company grows, take advantage of our simple per user license model and personal onboarding options. Want to share join.me with another team? No problem. You can add an additional user or an entire global office in just a few clicks. Plus, join.me integrates into all the......

New York, NY, United States

Kroll CyberDetectER®

For the first time in 10 years of reporting, information theft, loss, or attack was the most prevalent type of fraud experienced said executives surveyed in Kroll's Global Fraud & Risk Report 2017/2018. There are myriad ways – and places – that your organization’s sensitive or confidential data can be accidentally......

New Delhi, India

KYCsphere

KYCsphere is an innovative Software-as-a-Service (SaaS) application deployed on the secure Microsoft® Azure™ cloud Platform as a Service (PaaS) and automates the complete KYC life-cycle through a suite of tools. By operating at the intersection of cutting edge SaaS Technology and the much needed KYC Compliance, it addresses important needs of the financial and the service sectors around the......

relevant regions
London, United Kingdom

LAN, WAN & Virtual Network Provision

Designing, implementing and supporting corporate networks has been at the core of our business and one of the cornerstones behind the success of ITC for over 20 years. Many of our wide area networks today are delivered at a ‘virtual level’ using our VNO telecommunications model. This provides our customers......

Singapore, Singapore

LU Global (For Partners)

Our technology A competitive edge for business sustainability. Change the way your customers invests. A fully-functional wealth management app on cloud with an end-to-end digital experience for your customers. From customer on-boarding with KYC, support, communications, marketing, robo-advisory to data and cyber security. We provide a holistic solution to the challenge of wealth......

relevant regions
Zug, Switzerland

Lykke Business

We provide technology solutions in the dynamic financial, consumer, and service sectors. Our extensive knowledge and experience help us serve enterprises by building, launching and operating Platforms powered by Blockchain. Through the experience of building and operating our own platforms as trading and marketplace platform we know what it takes......

relevant regions
Hong Kong, Hong Kong

m2Platform

High performance wrap solutions Wholesale administration for independent asset managers Internal aggregation and risk management integration AI-friendly SSOT data-sets for data analytics Operations management Streamline payment processing Client on-boarding workflow Custom interfaces for your bank Investment management Omnibus account reconciliation Term deposit management Maintain a balanced portfolio Administration functions Platform administration function Track and control cash In transit Custody for off-market assets ...

relevant regions
Davidson, NC, United States

Managed Accounts Solution

Investment strategies are evolving and many advisors are looking to migrate their commission-based business to a fee-based advisory model. Converting commission-based accounts to fee-based accounts is a growing priority for investment firms today, and IFS's solution for managed accounts automates the conversion process. With IFS's Managed Accounts Solution, firms can simplify......

New York, NY, United States

Managed Data Services

Data warehouse - unlimited compute, scale without limits. At the heart of the platform is the Snowflake Data Warehouse engine, the on-demand scaling SaaS solution is runs on any cloud provider; AWS, Azure or Google Cloud. The virtual warehouse approach allows you to scale compute vertically or horizontally while keeping a......

relevant regions
Boston, MA, United States

Managed Detection & Response (MDR)

Cybereason MDR enables: 24X7 monitoring Trust our Active Monitoring team to investigate any suspicious behavior, no matter the time of day. Immediate response Have confidence that our Active Response team will contain all threats as soon as they are detected. Leading technology Depend on our team leveraging the most effective platform in the industry to protect your......

relevant regions
Bloomfield, NJ, United States

Managed Endpoint Protection

Enforce cyber settings like screen saver, complex password, full disk encryption. Install, configure and manage endpoint security (antivirus, anti-malware, and ransomware) with detection and response. Provide periodic Asset Inventory Report of all endpoints and their cyber posture. 24/7 Incident Response....

relevant regions
Bloomfield, NJ, United States

Managed Network Protection

FCI NIST-Based Technical Control Standard Enforcement​​ Firewall Patching & Updates Data Loss Prevention & Data Leakage Protection 24x7 Cyber Threat Monitoring 24x7 Cyber Compliance Monitoring Network Intrusion Detection & Prevention Security Incident Event Monitoring & Management Log/Data Aggregation Securely Transmitted & Stored, Eliminating Overwrite Risk Real-Time Security Alerts & Reporting ...

relevant regions
Melbourne, FL, United States

M&A Platform

Go from succession planning to accessing new markets We give you the ability to buy, sell, or merge - and search for the best opportunities. Succession Link cuts out the middleman so you can open new doors and scale your firm....

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Melbourne, VIC, Australia

Market Data

Iress Market Data serves a wide spectrum of participants with varying requirements. From wealth mangers needing an up-to-date portfolio valuation, to traders assessing positions they hold and research analysts looking to assess companies or securities so they can make recommendations. Iress connects to global exchanges and data vendors to process live......

relevant regions
Melbourne, FL, United States

Marketplace

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

relevant regions
New York, NY, United States

MCO Know Your Employee (KYE)

Employee compliance encapsulates many types of potential conflicts of interests. The MyComplianceOffice platform fully integrates functionality and data in a unique way to ensure nothing is missed and that you really Know Your Employee. ...

relevant regions
New York, NY, United States

MCO Know Your Third Party (KYTP)

Management of third parties and their inherent risk has become an increasingly important and complex activity. Studies have shown that share price can be negatively impacted by up to 2.5% when a company’s vendor is prosecuted by an enforcement authority.  Most companies perform due diligence before contracting with a service provider. But......

relevant regions
Eden Island, Seychelles

MERJ Clear

Clearing The MERJ Clear clearing and settlement platform is integrated seamlessly with the matching engine of MERJ Exchange and as such is an integrated market. Thus, trade capture is 100% automated with no manual processes. Trades executed on the MERJ Exchange Automated Trading System (ATS) are automatically fed into the MERJ......

relevant regions
Eden Island, Seychelles

MERJ Depository

Registry services MERJ Dep maintains an electronic securities ownership register of uncertificated securities for securities listed on MERJ Exchange. MERJ Dep records all successful transactions of eligible securities executed on MERJ Exchange and cleared through an approved securities facility participant, which includes MERJ Clear. The MERJ Dep electronic register ties in......

relevant regions
Eden Island, Seychelles

MERJ Exchange

MERJ is developing a next generation global exchange ecosystem along with partners and participating service providers. The exchange will support global issuers of securities, digital assets and hybrid instruments through the entire asset life cycle from issuance to trading, clearing, settlement and registry. Highlights Equities, debt and derivatives markets As a fully fledged......

relevant regions
Hamburg, Germany

MessagePlus/Open

Fax over IP MessagePlus/Open includes a mature, reliable and powerful implementation of Fax over IP. As this is a pure software solution, there is no need for fax boards reducing cost and allowing the implementation of the complete system in virtualized environments. The solution has been tested for interoperability with equipment......

Harpenden, United Kingdom

Message Station

The Message Station product ensures clarity with high levels of security and reliability. Managing and preparing messages is natural and straightforward. The system supports all types of financial messages, such as high value payments, securities settlement instructions and trade finance instruments. There is comprehensive user security and a full audit......

Denver, CO, United States

MessageWatcher

MessageWatcher delivers a platform that enables you to manage all of your communications from one dashboard while mitigating risk and satisfying industry and government regulations. Our approach to data storage and automated reporting means that your compliance team will gain valuable time and increased productivity. We focus on providing intuitive, reliable,......

relevant regions
Lausanne, Switzerland

METACO Harmonize

Digital asset orchestration Seamlessly manage keys and interactions across the entire DeFi stack. METACO Harmonize is an orchestration system for digital assets. From cryptocurrency custody and trading to tokenization, staking and smart contract management, the platform seamlessly connects institutions to the new world of decentralized finance. METACO Harmonize enables financial and non-financial institutions of......

relevant regions
New York, NY, United States

MetaMask

Buy, store, send and swap tokens Available as a browser extension and as a mobile app, MetaMask equips you with a key vault, secure login, token wallet, and token exchange—everything you need to manage your digital assets. Explore blockchain apps MetaMask provides the simplest yet most secure way to connect to blockchain-based applications.......

relevant regions
Stockholm, Sweden

MFEX Platform

MFEX offers a complete solution for fund trading, custody and rebates, giving you one single access point to global fund markets. You will have access to our proprietary state of the art system, developed in-house, as well as a dedicated relationship manager. MFEX's Trading System: Trading Transfers Execution Settlement Custody Reporting Corporate actions Cash management ...

relevant regions
Princeton, NJ, United States

Microservices

Do you have an immediate need to quickly create digital services, but have longer-term goals of simplifying your legacy architecture or expanding your Cloud strategy? Touted by analysts like Gartner and Forrester and used by organizations like Amazon, Netflix, Nike, and eBay, microservices are now a critical part of many enterprise......

relevant regions
Redmond, WA, United States

Microsoft Azure

Azure for banking and capital markets Drive innovative cloud solutions in banking and capital markets with Azure. Deliver differentiated customer experiences, drive real-time payments, manage risk across the enterprise and optimise financial crime prevention. Speed decisions with rapid risk analysis and deep insight Take advantage of unlimited, elastic cloud resources to drive stronger......

relevant regions
Frankfurt, Germany

Middle and Back Office Systems

Today, you as a company have to process and manage a large number of different transactions, applications and contract forms. The administration is often still very time-consuming and often in paper form, with many printouts, multiple copies, e-mails, corrections and agreements. This also leads to more time and nerves spent......

relevant regions
Sydney, NSW, Australia

Migrate

Get organised with Migrate Drowning in archive boxes and hard drives of old client records? We’ll save you! Our Migrate service digitises your old client records, sets up Xplan as your System of Record and maps a path for your business toward ASIC and licensee compliance - all without you having......

relevant regions
Zurich, Switzerland

Mobile Banking

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

relevant regions
San Diego, CA, United States

Mobile Deposit®

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

relevant regions
Mountain View, CA, United States

MobileIron Access

Protect business data in the cloud Enforce smart, risk-based policies to prevent unauthorized users, endpoints, apps, or services from connecting to enterprise cloud services. Simplify security for your users Provide easy, intuitive, and transparent security solutions to drive user adoption and improve security hygiene. Did you know that compromised user passwords are the main......

Mountain View, CA, United States

MobileIron UEM

Secure mobile innovation delivered to the enterprise edge MobileIron secures the modern enterprise with a multi-cloud, multi-OS security architecture that puts the human experience first. Innovative leadership MobileIron delivers the power of mobile computing and well-informed decision-making where it matters most — at the edge of the enterprise. We enable seamless, secure access......

London, United Kingdom

Mobility

IT departments are faced with a dilemma as users and applications are being pulled further apart. On one end you have virtualisation and consolidation efforts that are centralising applications and data into fewer locations, on the other you have users who are increasingly distributed and mobile. Progressive organisations are today therefore......

Amsterdam, Netherlands

Modular Data Centre

1. Lower the entry cost of data centre capacity 2. Shift costs from CapEx to OpEx 3. Have access to rapid deployment Built from pre-fabricated superstructure elements for assembly on-site Deploys onto green field sites or into existing buildings Integrates infrastructure components from globally significant manufacturers Seamlessly expandable modules from 50 kW through 1 MW or......

Chicago, IL, United States

Morningstar® Enterprise Components

Build a lasting business for tomorrow What does it mean to transform? It could be scaling your digital presence globally, or something as core as delivering a better experience for investors. No matter the goal, we know this for sure: Rapid technology innovation calls for thinking bigger than we do today. Tools......

relevant regions
Zug, Switzerland

MROS-Reporting (goAML)

From 1 January 2020, MROS will introduce a new electronic system (goAML) for the transmission and processing of suspicious activities. Suspicious activities and transactions must either be recorded manually via an online platform or transmitted via an XML file. Confinale has developed a fully integrated MROS reporting solution in Avaloq. During......

relevant regions
San Francisco, CA, United States

MuleSoft Composer

Launch digital projects faster Use a simple integration and automation tool to connect systems easily with clicks. Boost IT and business collaboration Enable business teams to create integrations using IT-approved connectors and templates. Manage and secure data access Give business teams the ability to build confidently using a tool that IT trusts. For business teams Integrate apps......

relevant regions
Copenhagen, Denmark

Multi-Asset PB and Execution

65,000+ instruments from one account Access 65,000+ instruments across multiple asset classes, with execution, financing and real-time risk management from a single clearing and custody account. Forex - 190+ FX spot pairs and 130+ forward outrights. CFDs - 9,000+ CFDs across stocks, indices, FX, commodities and bonds. Stocks - 22,000+ stocks on 50+ exchanges......

relevant regions
Vancouver, BC, Canada

MyFO

We are a Saas company focused on providing banks with a UX driven infrastructure to service private banking and single family office clients. Your Entire Family Office Universe Managed on One Fintech Platform Consolidated Reporting Guided and Digitized Facilitation & Governance Family Office Information Repository MyFO™ Data Insights  ...

relevant regions
London, United Kingdom

nChain Bespoke Solutions

At nChain we believe that the uses and applications of blockchain are truly limitless. That’s why, in additioin to our portfolio of existing products, we also collaborate with clients to create novel solutions using our extensive research library and development expertise. We build client teams that comprise strategists, researchers and technologists......

relevant regions
London, United Kingdom

nChain Off-the-Shelf Solutions

For ease of use and rapid deployment, we’ve developed a range of packaged solutions that combine many of our most requested features. Our Business Services team is ready to help you identify potential use cases for your business and where an off-the-shelf solution can help you generate value. Emerging applications Our team does......

relevant regions
London, United Kingdom

nChain Platform Services

Our Platform Services allow you to easily integrate enterprise-grade blockchain solutions. Platform Services enable you to benefit from the power of blockchain, from data publishing and retrival, to smart contracts and more, all without the need for in-house Bitcoin developers. These services can provide singular functions or work together to accomplish......

relevant regions
Chantilly, VA, United States

NetAccess

The challenge Operating on the Internet creates a cyber threat to those who conduct discrete market research, business intelligence collection, or establish private or privileged communications channels. The simplest online activity leaves a “footprint”. Anyone using the Internet “unprotected” exposes their IP address and network identity. This makes high-interest users such as......

Chantilly, VA, United States

NetEnclave

The challenge The biggest challenge to migrating to the cloud has been security. Most enterprises protect their sensitive and mission-critical data through the implementation of isolated enclaves that are completely within their control. With the shift towards cloud computing, enterprises need the capability to establish isolated networks within a cloud…network enclaves that......

Chantilly, VA, United States

NetProtect

The challenge WAN traffic is continuing to grow over 200 percent yearly. At the same time, MPLS bandwidth pricing, unlike decreasing cloud pricing, has remained relatively constant, further supporting the shift to SD-WAN solutions. Purchasing lower-cost bandwidth is a great way to handle the rise in overall WAN traffic without breaking......

London, United Kingdom

Network

Your network is the foundation of your IT. When your network under performs or - worse - goes offline, your most critical operations become impossible. But managing and monitoring a network takes time away from your core business. With Lanware, you get a trusted partner with proven financial services experience. We’ll......

London, United Kingdom

Network & Application Optimisation

As organisations consolidate IT and move to cloud environments, the distance created between users and their data often results in high-latency and reduced bandwidth. WAN optimisation, network performance management, and cloud storage solutions enable enterprises to overcome these drawbacks. At ITC, we make it easy to understand, optimise and accelerate IT,......

Charlotte, NC, United States

Network as a Service (NaaS)

IT wants to minimize the costs of managing network infrastructure, but needs control of secure, high performance networking. That's why NetFoundry reinvented NaaS to remove the telco, hardware and circuit handcuffs, and put IT in full control: IT centrally controls cloud orchestrated networking via your choice of web portal, APIs or......

relevant regions
London, United Kingdom
Boston, MA, United States

Next Generation Antivirus (NGAV)

Cybereason NGAV enables: Effective malware defense Prevent malware with or without signatures immediately by leveraging multi-layered protection, machine learning, and behavioral analysis. Ransomeware protection Let the platform prevent ransomware automatically and save your analysts time with the best ransomware defense in the world. Fileless attack prevention Identify and prevent file-less attacks using behavioral analysis, whether they are......

relevant regions
Maynooth, Ireland

Nuapay

A new way to pay & get paid From global acquirers, to start up software platforms, our partners leverage the Nuapay Open Banking and Account-to-Account payment platform to be leaders in their industry Built on trust. Designed for the future Nuapay, a wholly owned subsidiary of Sentenial, is a dual licensed Authorised Payment......

New York, NY, United States

Nucleus API

Authentication Set single and multi-factor auth and client permissions. Onboarding and KYC Encrypted client onboarding, plus KYC/AML integrations. Accounts Create and manage client accounts & held away accounts. Portfolio management Manage securities, investment models, portfolios and goals. Performance Run robust risk and performance reporting on any entity. Orders Create and track single and bulk orders for trade execution. Questionnaires Configure decision trees and......

relevant regions
London, United Kingdom

Octo Members

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

relevant regions
Boston, MA, United States

OEconnect

OpenExchange is a global video solution that offers live, broad video interoperability, supported by seasoned meeting specialists, to provide virtual experiences that actually work. Purposefully designed for the finance industry, over 2,400 sell side, buy side, and corporate issuers arrange live, direct and multipoint video meetings to deliver valuable investment content......

relevant regions
Boston, MA, United States

OEstream

OE Stream is the world’s most powerful and flexible solution for creating, organizing, distributing, and tracking live and on-demand video and multimedia content. OE Stream starts with our own Knovio smart media platform (link), the enterprise-grade video system used by more than 400,000 registered users in more than 150 countries on six continents. ......

relevant regions
Redmond, WA, United States

Office 365

What is Office 365? It’s the tools you need. Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. It's always up to date With an Office 365 subscription, you get the latest Office apps – both the desktop and online versions –......

relevant regions
London, United Kingdom

Office & Infrastructure Applications

It doesn’t matter how impressive your hardware is. Your productivity depends on the tools, feeds and applications you use every day. And with Lanware managing them and delivering them as a service, they’re always available and performing at their best. Lanware can take your first and third party applications and store......

Meyrin, Switzerland

OLYMPIC Banking System - Custody services

OLYMPIC Banking System offers fully integrated and automated functionality to manage custody and depositary services as part of the investment management value chain, including the safekeeping, processing and settlement of securities. Custodian and depositary banks are having to adapt to major shifts in the market, including continuous consolidations through mergers and......

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Meyrin, Switzerland

OLYMPIC Banking System - Fund Administration

With growing investor appetites for sustainable finance and alternative investments, the investment fund industry is being pushed to streamline its processes and increase innovation within ever-decreasing timescales. OLYMPIC Banking System provides the flexibility, scalability and connectivity to enable institutions to streamline servicing processes for greater customer satisfaction while minimising operating......

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Singapore, Singapore

OneLedger

OneLedger is a powerful general ledger interface which allows financial transactions from various external systems to be converted into GL postings for importation into the core general ledger. The system also maintains account balances and allows adjustments to ensure that there is a GL reconciliation between the two systems. OneLedger......

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San Francisco, CA, United States

OneLogin

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

Boston, MA, United States

OpenVoice

The clear solution for business communication Conference-calling technology you don't have to think about - it just works Reservationless Anytime voice conferencing access with up to 500 callers. Outlook integration Schedule calls directly from your Outlook calendar. Unified administration center Instantly provision users and view usage reports. Mobile apps Start or join an online audio conference with one tap......

Newtown, PA, United States

Operate

Agile means open-for-business anytime and anywhere with operations that are optimized to re-define the customer experience while delivering enhanced business value. Our services New BPO / KPO: multifunctional teams and distributed platforms with tools that deliver immediate value in the as-a-service economy Dedicated delivery centers: scale up and scale out with dedicated delivery centers......

Edinburgh, United Kingdom

Options Transfers

Are you looking for faster, bigger, better transfers? Well, you’ve certainly come to the right place. Options Transfers is the market leading and most complete transfers service in our industry. Reducing transfer times to a handful of days, and in some cases minutes, Options Transfers has been successfully operating since......

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London, United Kingdom

Order Routing and Settlements

With reliable and timely information instantly available in a robust trading environment, the industry can focus on giving its clients the service they demand.  Our Distributed Market Infrastructure provides a shared view of settlement positions across all counterparties, so fund managers and distributors can calculate end of day net settlement positions......

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Melbourne, VIC, Australia

Order System

Iress Order System (IOS+) is a complete trading and risk management software solution for global markets. Offering extended order routing, risk management capability and global market connectivity via FIX, direct access and Iress networks, it is the better way to trade across global markets....

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Amsterdam, Netherlands

Palmyra

Your Accelerator for Digital Transformation Whether you are insurers, wealth managers, asset servicers, your business roadmap needs to adapt drastically to innovation, and seize the opportunity with the quickest time-to-market. At VERMEG, as we are continuously investing on adaptive solutions and innovations in the Digital ecosystem. Palmyra is set of services based upon: Digital......

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Worcester, United Kingdom

Paws

Paws accurately audits your workstations, laptop and server configurations to validate compliance with industry standards in minutes. And if industry standards don’t meet your needs, create and save custom audits that you want, quickly and easily. Using Paws, your cybersecurity team is empowered to make the shift from ‘checkbox compliance’ to......

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Melbourne, VIC, Australia

Pay

Flexible Tailored to match your payments processes and workflows. Pay supports a variety of payment types including bulk payments and multi-step approval processes – streamlining operations. Robust Easily track and monitor the status of each transaction. Pay is designed to securely handle large volumes and types of transactions, with key actions recorded to......

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London, United Kingdom

Pay As You Grow+

You need multiple sandboxes You have an idea of my expected volumes You need dedicated support to build You need a dedicated team to support my build/programme You have custom integration requirements  You need post go live support subject to standard SLAs with an option to customise You are happy to use multi-tenant cloud infrastructure or dedicated......

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San Francisco, CA, United States

Payment Links

Accept payments in minutes, without a line of code Create a link You can use Payment Links to sell a product or service, start a subscription, or collect a donation. Match the look and feel of your brand by adding your logo and colors. Share the link Paste or embed the link anywhere. The same......

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London, United Kingdom

Payments

Reduce costs Avoiding the costs associated with traditional card payments significantly reduces the overhead for merchants. Drive conversions Removing the need for payment details improves the customer experience and reduces drop off rates. Faster access Why wait days for payments to clear? Choosing the fastest payment types around means that most transfers happen in minutes....

San Francisco, CA, United States

Payments

Payments for any business From e-commerce stores to subscription businesses, to platforms and marketplaces, we offer a complete stack for all your payments needs across channels. Get started in minutes Create an account online in minutes and use our libraries and SDKs to securely accept payments. We’ll deposit your funds directly into your......

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Reykjavik, Iceland

Penetration Testing

What is penetration testing? Penetration testing and vulnerability assessments with companies are becoming increasingly common place as companies become more reliant on IT Systems and the sensitive data they may store. Companies may need to comply with international standards and requirements that require regular testing. This could include standards such as......

Givatayim, Israel

Personetics Assist

Personetics Assist is the only digital self-service solution built specifically for the financial services industry. The solution is installed today at leading financial institutions, providing personalized service and assistance to tens of millions of customers. Financial institutions that use Assist are rewarded with higher operational efficiency, customer satisfaction, net promoter......

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Singapore, Singapore

Platform

Gaming, art, music, sports—whatever NFT project you're dreaming up, our platform can make it a reality....

Birmingham, United Kingdom

Platinum~Pro

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

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Fehraltorf, Switzerland

Portfolio Data Integrator

A partnership solution with industry-leading software providers The Incentage Portfolio Data Integrator is the industry-leading solution to integrate custodian data into portfolio management systems. It allows asset managers to reap the full benefits of increased volumes (either by new client acquisition or in the form of increased trading), while costs per......

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Raanana, Israel

Portnox CLEAR

Portnox CLEAR is a NAC as-a-Service solution connecting enterprise to its risk-based perimeter Continuous endpoint risk assessment Detect unsecure, vulnerable and compromised devices, send alerts, and take automated actions Control access & security governance Easily enforce access security policies across all access layers and optimize awareness of hidden threats IoT discovery & visibility Identify the loT devices......

Raanana, Israel

Portnox CORE

Agentless Software based Vendor agnostic Simple to deploy No network prep work required, no appliance installations or infrastructure changes. Simple to operate Web based, self-explanatory UI, with smart workflows, easy onboarding and automated response actions. Simple to maintain No need to replace appliances when increasing number of devices, cluster and backups done via software, pay for what you......

New York, NY, United States

Post-Trade

Settle with confidence Cutting-edge automation technology with enterprise-grade security so you can manage your post-trade workflow with confidence. Paxos is a trust company, regulated by the New York State Department of Financial Services (NYDFS). All client funds are held in segregated accounts. Reduce settlement risk Automate and manage precious metal settlements through a single interface Reduce......

London, United Kingdom

Predict

In order to fully utilise available funds and maximize investment opportunities, institutions need an efficient and accurate method of calculating their intra-day cash positions and projected balances. Cash flows result from a multitude of sources, spanning many business lines, such as treasury, securities and payments, and nowadays the trend to consolidate......

Las Vegas, NV, United States

Prime Exchange Network

Transferring assets is complex. PrimeX makes it easy. The Prime Exchange Network (PrimeX) is used by industry-leading exchanges, OTC desks, market makers, stablecoins, and traders – giving our clients 24/7 access to the partners they need to power their business. With disbursements immediately available, your assets are where you want them......

relevant regions
Lenexa, KS, United States

Private Cloud

RightSize Solutions provides a secure, scalable, and upgradeable private cloud server that houses your entire business network and slew of RIA technology applications, while providing you access from anywhere. All you need is a connection to the Internet and your office is transported to you. You can securely log on to......

London, United Kingdom

Private Wealth Service Offering

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

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San Francisco, CA, United States

Programmable SMS

Write the code that counts Get to the important work faster using helper libraries, monitoring and debugging tools, documentation in your language, and even a serverless environment to host your code. Phone numbers that get the job done With phone numbers available in over 30 countries, Twilio’s inventory lets you pick the right......

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San Francisco, CA, United States

Programmable Voice

Hardware is painful. Software is powerful Build the exact call experience you want using an intuitive API that scales beyond anything you can do with outdated hardware. Quality calls with low latency and clear audio Latency can break up the natural rhythm of your call. Twilio ensures call quality by routing calls to......

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London, United Kingdom

Project & Technology Management

Whether you are setting up a new business, relocating to a new office or changing providers, we will manage the entire project lifecycle – from project management, project design and implementation to, relocation, arranging dedicated leased lines, phones lines, structured infrastructure and more....

Toronto, ON, Canada

Purpose Advisor Solutions

At Purpose Advisor Solutions, we have a single focus — helping create and grow highly profitable advisory businesses by providing the services and digital tools to meet the needs of their clients, simply and effectively. You and your clients are the heart of our company, and our platform has been purpose-built......

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London, United Kingdom

Qomply Unified Message Monitor

The unified messaging monitor can be used stand-alone or integrated into an existing technical infrastructure through an API. Optionally, the monitor can be used as part of the entire QomplyPi Sensitive Data Solution....

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Novosibirsk, Russian Federation

QORT Software Platform

QORT based solutions serve for end-to-end automation of the following operations – monitoring and managing positions and risks over all markets and groups of participants, determination of financial results, automation of accounting operations, requisite report preparation, reporting of OTC trades, depositary accounting. midQORT An automated middle office that provides monitoring and management......

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New York, NY, United States

Quad9

Quad9 is a free security solution that uses DNS to protect your system against the most common cyber threats. It improves your system’s performance, plus, it preserves and protects your privacy. It’s like an immunization for your computer. Global Cyber Alliance, Packet Clearing House and IBM worked together to create this......

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Zurich, Switzerland

Quartal COMMISSION

Quartal COMMISSION is a multi-asset class commission and distribution fee management solution that increases transparency and accuracy in commission processing while reducing associated costs and risks. A flexible and innovative solution, it automates the calculation, allocation and reconciliation of distribution commissions and sales costs. The system offers a calculation and processing......

Zurich, Switzerland

Quartal FEE MANAGER

Quartal FEE MANAGER is a multi-asset class fee and revenue management solution that increases transparency and accuracy in fee processing while reducing associated costs, risks and revenue leakage. It is a market-leading one-stop solution that automates the entire process from calculation to invoicing and all the way to reporting. Quartal FEE......

Mountain View, CA, United States

QuickBooks

Make organization easy We don’t expect you to be an accounting expert. That’s why QuickBooks keeps everything organized in one place. 98% of customers agree it’s a simpler way to manage their business. Get time on your side Connect your bank account to automatically import and categorize transactions. Sync with popular apps and......

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Torrance, CA, United States

Quik

Quik! is a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. Its technology is simple and easy to use, reducing the time and hassle of paperwork and empowering users to do their best work. Each form is fillable, interactive, secure and signable, allowing......

San Francisco, CA, United States

Radar

Use ML that actually works Radar helps detect and block fraud for any type of business using machine learning that trains on data across millions of global companies. It’s built into Stripe and requires no additional setup to get started. Stop blocking legitimate customers Old ways of combating fraud were never designed for modern......

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New York, NY, United States

Raptor Trading

Founded in 2003, Raptor Trading Systems has emerged as a leading global provider of trading technology and services. Our next generation solutions, combined with our personalized high-quality service, deliver unmatched results. Our mission Simplifying and improving upon the end-to-end trading process is a shared goal throughout Raptor Trading Systems. A major part......

Perth, WA, Australia

Realtime Solutions

Finesse Contract Origination A customer facing front-end system to record comprehensive customer information, calculate finance quotes, facilitate credit and risk assessment, generate contract documents and load directly into your back-end system. It provides for multi-company and multi-currency operations. Fiscal Contract Management A highly functional and robust back-end system that is capable of accounting for all......

Zug, Switzerland

reclaimer®

Numerous banks in Switzerland and abroad already successfully use reclaimer, including SIX SIS, which uses reclaimer for its innovative Advanced Tax Reclaim Service. Reduced operational risk Due to the technical logic integrated in reclaimer, the risk of operational errors (e.g. missed deadlines, use of incorrect forms, incorrect or incomplete completion of forms,......

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Nottingham, United Kingdom

Red Box Platform

Platform Architecture Capture voice data from all legacy and new voice platforms, on premise or in the cloud. Suitable for businesses of any size, the extended Red Box platform architecture enables the extensibility of its proven application to natively operate and scale on all cloud and on-premise environments, whilst continuing to ensure......

Denver, CO, United States

Red Canary

Start with extreme visibility Most investigations lead to the endpoint, which means the best way to prepare for and investigate adversary behavior is to collect immense amounts of data from your endpoints. Red Canary collects endpoint data using the Carbon Black Response and CrowdStrike Falcon. These two sensors pioneered and lead the......

Raleigh, NC, United States

Red Hat for Financial Services

Our world has transformed. Financial services companies must optimize business processes and evolve their cultures so they can meet changing demands. Red Hat is here to help you meet the needs of your customers—while still reducing risk, and maintaining compliance—in these unprecedented times. Banks are placing a high priority on adapting......

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Boston, MA, United States

Regulatory Compliance

Outdated manual methods of governing data simply can’t keep pace with growing governance objectives or with critical business needs. Immuta’s unified access and control layer creates one single, intuitive place to manage all data. Governance personnel can author and apply complex policies on all of your data without having to write......

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Luxembourg, Luxembourg

Regulatory Services

A very large range of service providers and financial institutions use Fundsquare to fulfil their compliance and regulatory reporting requirements. These include law firms, fund administrators, banks and investment firms. These companies use Fundsquare to provide a secure communication channel between funds and financial supervisory authorities for filing data, documents and encrypted......

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London, United Kingdom

Reporting

Distributors can focus on their investors knowing they can reconcile more quickly and more accurately, as well as forecast liquidity requirements more easily. This frees them to focus on servicing their investors. We accept statement of holdings and transactions in numerous formats and various connectivity methods from multiple fund managers and......

relevant regions
Bloomington, MN, United States

Reporting

We turn your data into actionable information helping you make informed data-driven business decisions faster, earlier, and with confidence. Drive growth and increase sales productivity with analytics and performance insights, while reducing operational costs. Our reporting tools delivers business intelligence and analytics, providing a comprehensive outlook of the organization. By......

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London, United Kingdom

ReportShield Accuracy Testing

Kaizen’s multi-award winning Accuracy Testing is Kaizen’s flagship product for a reason. The quality assurance service is the only one on the market with the ability to fully assess the quality of data reported to the regulator. Utilising Kaizen’s deep testing methodology, the automated, managed service includes regular testing across all......

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London, United Kingdom

ReportShield Control Framework

Regulatory reporting errors are often a consequence of weak or incomplete control frameworks within investment firms. Kaizen’s comprehensive governance framework is designed by our regulatory reporting specialists to promote the completeness, accuracy and timeliness of your reporting. Key features A full governance framework and suite of policy and guidelines documentation Covers governance, accountability and......

relevant regions
London, United Kingdom

ReportShield Reference Data Testing

Kaizen’s Reference Data Testing service identifies errors in static data to ensure it is fit for your reporting requirements. Incorrect reference data can affect multiple trades across many different regimes and can have a knock-on effect on your reporting quality across all jurisdictions, leading to regulatory scrutiny, costly remediation and fines. Key......

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Boston, MA, United States

Rescue

Connect. Solve. Done. Forget waiting. Get going and solve the toughest issue with battle-tested speed, scalability and reliability — Rescue gets you connected in 20 seconds or less. Smarter support Rescue aggregates session and resolution data in real time so you can monitor and manage your support teams more effectively. Simply solved Rescue is simple......

Madrid, Spain

Revelock Fraud Detection & Response Platform

The Revelock Fraud Detection & Response Platform enables customers to implement Revelock active Defense and Revelock Pre-emptive Defense. By stopping active threats like malware and phishing along with bad actors already operating inside your organization, Revelock protects users and ensures operations teams are not overwhelmed with alerts. These defensive capabilities......

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Melbourne, VIC, Australia

REVEX sms

Self-managed Software provides you with the latest, most comprehensive, cloud based, revenue management system on the market. As the name suggests, this solution offers cost effective revenue management for those licensees that are comfortable with processing their own commissions and revenue payments. Revenue processing is a niche industry, so if you have......

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Sydney, NSW, Australia

Risk Assessment Platform

The Risk Assessment Platform makes reporting and benchmarking easier by identifying and understanding what risks to assess. With a highly configurable risk assessment framework based on industry standards, flexible risk methodology and structured workflow, businesses can demonstrate sound risk management practices to regulators. ...

relevant regions
London, United Kingdom

Risk-based Scorecard Review

Generate a risk level for each client Enhance your existing KYC process to generate a risk level for each client. Configure review to align with enterprise risk appetite and regulatory requirements Configure user-interface to align with company policies and risk appetite....

relevant regions
London, United Kingdom

Riskpath

riskpath users can leverage multiple FIX connections (4.x and 5.x) and multiple market connections to: receive clients' orders validate them against a wealth of configurable risk checks using real-time market data where applicable store for audit trail reports execute orders in target markets return execution reports to broker and client There are 20 risk checks available for Equities, Forex, Futures and Options including real-time margin calculations......

relevant regions
Zurich, Switzerland

ROCKON | MeetON

MeetON is a modular virtual collaboration platform for business professionals. It is a «browser-based solution» that does not require any software installation and offers cutting edge security standards for audio and video conferencing [under Swiss data jurisdiction]. Top Customer Benefits: 1. Swiss standard of security and jurisdiction. 2. Transparency and highest compliance standards. 3. Seamless integration......

relevant regions
Zurich, Switzerland

ROCKON | PayON

PayON is our solution for fully digital transactions of high value goods via an «Escrow Payment» service [>$10,000]. It enables customers to realize frictionless trade relations worldwide and reduce fraud – compliant, cost-effective, fast. PayON ensures a seamless experience end-to-end, covering all necessary functions like: Customer identification and verification Electronic signature Video collaboration Contract management Tracking......

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London, United Kingdom

SaaScada Cloud Native Core Banking Platform

Our core banking engine was born in the cloud. SaaScada uses cloud-native software architecture and infrastructure to deliver: A flexible yet highly scalable ledger system. A refreshingly simple product management approach and plug and play integration framework...

relevant regions
London, United Kingdom

Screening Deployed 2.0

Advanced algorithms to reduce false positives SD2.0 uses the latest screening technology and sophisticated algorithms to reduce false positives while detecting real and relevant matches. Having fewer false positives lets you focus on the most important cases and reduce unnecessary, repetitive tasks. Instantly test and improve screening processes with the new Sandbox......

relevant regions
Zug, Switzerland

Section 871(m) Withholding and Reporting

This is irrespective of whether the derivatives concerned were issued by US or non-US persons. Under their QI Agreement, banks are required to withhold US withholding taxes on the US investment income of their clients and to report it to the US tax authorities. Derivative income that falls under Section......

relevant regions
Zurich, Switzerland

Security Suite

In a digitalized environment, it is hard to find security and authentication solutions that are both sophisticated and easy to use. The ti&m security suite covers all digital authentication and authorization requirements with flexible modules in a single product. We guarantee maximum usability and the highest security across all channels. Our......

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Zurich, Switzerland

Seevik Pod

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

relevant regions
London, United Kingdom

Senseon Enterprise

Senseon offers security teams unparalleled visibility across their organisations, allowing for the detection of even the most subtle and complex of cyberattacks. By alerting accurately on genuine threats, Senseon dramatically reduces false positive alerts. Senseon’s ability to think like a human analyst allows it to not only automate many of the......

relevant regions
London, United Kingdom

Senseon Pro

Helping organisations with 200 or fewer employees, who operate from a single business location, Senseon Pro automatically detects in progress cyber threats and alerts customers through its intuitive, narrative-based interface. Able to think and act like a human security analyst, Senseon Pro automates many of the repetitive investigative tasks, but also......

relevant regions
London, United Kingdom

Senseon Reflex

When it comes to threats such as ransomware, time is critical, and accurate, speedy threat detection and response capabilities are crucial. This cost-effective solution helps organisations deal with these challenges by automating the process of threat response and taking appropriate action on their behalf. In operation 24/7, Senseon Reflex works tirelessly......

relevant regions
London, United Kingdom

Settlement

The bespoke settlement system provides for multi-currency and multi-entity capabilities, and caters to complex administrative and client-specific requirements across multiple asset classes, wrappers and products. Straight through processing, reconciliation and exception, and risk management are core principles of the system....

New York, NY, United States

Settlement Service

Streamline streetside settlement of equity securities Benefit from real-time secure, immutable ledger that will serve as a backbone to modernizing operational systems Shape the market infrastructure of the future at the foundational level by joining the Pilot for Paxos settlement Digital transformation is inevitable Join the pilot for US equities​ Compatible with today’s operations Fully-tested with......

London, United Kingdom

Sharegain

Our customers appreciate making their assets work harder for them and benefiting from an additional source of income, whether the market is up or down. Yours will too. Securities lending simplified We manage and monitor the complete life-cycle of your loans and the supporting collateral obligations. Our automated solution can accommodate all internal......

relevant regions
London, United Kingdom

Shareholding Disclosure Service

No more spreadsheets! Kaizen’s Shareholding Disclosure Service is an automated software solution for the monitoring and reporting of shareholding disclosures, an extremely complex area for compliance professionals. With more than 400+ global rules, across more than 100+ jurisdictions, Kaizen’s has been designed by experts with years of first-hand experience working, who......

relevant regions
Basingstoke, United Kingdom

Shark Software

Everything you need to create customer specific, ROI-based business cases for your solutions and services. It's easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in your solution. Shark software is used by pre-sales, sales, value teams and customer success to ensure......

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Zurich, Switzerland

Sherpany

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

relevant regions
Zug, Switzerland

SIBEX

Features 100% peer-to-peer No account required, no middlemen. Create your own trading groups On SIBEX you can create neutral, safe, & private groups.  Trade BTC for any ERC-20 With our unique cross-chain solution you can trade any ERC20 asset to BTC. You can also trade your own erc20 token and create custom trading pairs. Secure Your personal data and keys are......

relevant regions
San Francisco, CA, United States

Sigma

Instant answers powered by SQL We built Stripe Sigma to help businesses quickly analyse their Stripe data and to enable teams to get faster business insights. Know your company With structured access to your data, you can identify which customers are least likely to churn this year, look up which geographies contribute the most revenue,......

relevant regions
London, United Kingdom

SmartIQ

Digital Forms Transformation Software Can Make Your Business SMARTER Static fillable PDF and web forms are dinosaurs in today’s digital-first world. It’s time to transform traditional forms-based processes into intelligent, conversational user experiences. Attract customers – and keep them loyal – by delivering seamless, mobile-friendly, guided interactions while also streamlining internal......

Sydney, NSW, Australia

SMSF Administration

Whether you are starting out in SMSFs, or looking for the best way to support your existing SMSF clients, choosing the right professional administration service is key to growing your SMSF business and providing the best service to your clients.  Let’s get smart – your essential administration solutions With more than 30......

San Mateo, CA, United States

Snowflake for financial services

It has proven to be difficult to effectively access and leverage data in financial services due to aging on-premise legacy systems, the inability to securely access critical third-party data hamper modernization, strict regulatory compliance, and growth in security concerns. Snowflake’s Data Cloud eliminates data silos so you can access virtually all......

relevant regions
Geneva, Switzerland

SSL Certificates

WISeKey is a leading eSecurity company, with over 15 years of experience in information security and trusted digital identities. Our strategic location in Switzerland and partnership with OISTE foundation set us apart from other digital security providers, in that we can offer geopolitical neutrality. Our certificates are trusted globally by a......

Edinburgh, United Kingdom

Standards

Data movement is the blood flow of our industry. Without effective standard data movement any and all technological advances just wouldn't be possible. Our Open Standards have enabled that effective movement of data between financial organisations for over 25 years. Our Standards are managed by Criterion and are used across......

relevant regions
New York, NY, United States

StoneX

What we offer We provide institutional access to 36 derivatives exchanges, 175 foreign exchange markets, nearly every global securities marketplace and a number of bi-lateral liquidity venues, as well as retail market access via Forex.com and City Index, among other platforms. We deliver this access with support throughout the entire lifecycle......

relevant regions
London, United Kingdom

Storage

The best storage makes your data easily accessible, consistently responsive, and robustly protected. With Lanware, you can take advantage of off-site enterprise-grade storage so you can concentrate on your technology and your data - not where it’s held. Your data will be stored in one of our Level 3 datacentres, secured......

London, United Kingdom

Storm Private Cloud™

Supporting tens of thousands of companies – we will ensure you have maximum uptime and the most resilient service possible – the smooth running of your systems is our upmost priority....

Fehraltorf, Switzerland

STP Screener

Straight through processing (STP) is key to cost-efficient messaging. Automated information exchange relies on messages that do not require manual intervention. The Incentage STP Screener identifies the reasons for unnecessary costs in your messages. It brings message quality to light – both for the processing of messages generated in-house and incoming......

London, United Kingdom

Sub-Register

Once an order has been submitted and settled, our Distributed Market Infrastructure automatically reflects the trade on a shared sub-register that can be viewed by both the distributor and the fund manager. By creating an external, reliable and accurate history of all orders and register events the sub-register directly supports our clients’ business continuity......

relevant regions
Cupertino, CA, United States

Swift

Modernize your business apps with Swift Modern development tools make it easy for developers to create engaging app experiences for customers and employees. Swift is an open, flexible, and powerful programming language that lets developers easily build business apps that run on all Apple platforms, as well as server-side platforms like Linux. A faster......

relevant regions
London, United Kingdom

SWIFT Tester

The SWIFT Tester (powered by Transformer) enables you to run a test environment from within your own network to simulate ACK/NAK and error code responses from any Swift MT (ISO 7775 and ISO 15022) or MX (ISO 20022) message.  It is a scalable solution that can be run via a GUI on an individual desktop or be deployed as......

relevant regions
Stockholm, Sweden

Swip

SWIP fits into existing infrastructure to let clients leverage on their existing IT and systems investments or acts as a standalone fully-fledged portfolio solution for all asset classes. The platform’s components can be used as standalone features or as a whole, creating a complete portfolio solution....

relevant regions
Zurich, Switzerland

Sygnum B2B Banking Services

Segregated wallets Store your clients’ digital assets with institutional-grade trust in segregated wallets, off balance sheet. One-stop-shop Modular access to Sygnum’s entire suite of banking services is available through one entry point, including accounts, payments & custody, brokerage, tokenization, lending and asset management. Automated integration Through a seamless integration setup, Sygnum empowers established financial institutions......

relevant regions
Zurich, Switzerland

Sygnum Custody

Secure key management The technology for Sygnum’s custody is built with a multi-layered security approach, both across hardware and software, as well as processes and governance – maximising security of private keys. The key ceremony has been ISAE 3000 audited. This eliminates the administrative requirement for clients to secure and maintain their......

relevant regions
Palo Alto, CA, United States

Symphony

Symphony combines conventional chat, voice, and video conferencing onto one platform.​ Conversations On Symphony, just click a button to start a message. Chat directly with one or many people inside and outside your company. Rooms Stay connected with other team members in an online workspace with persistent messaging, file exchange, live screen share and......

relevant regions
Strassen, Luxembourg

Syncordis Digital Banking Platform

A new era of comprehensive banking solutions platforms Banking activities have become highly dependent on the functions that digital technologies offer. The need for digital transformation is constant, as is the search for the best technology to support it. Dealing with these challenges takes away focus from customers and key business......

Seattle, WA, United States

Tableau Server

Data to the people—responsibly Extend the value of your data across your entire organization with Tableau Server. Empower your business with the freedom to explore data in a trusted environment—without limiting them to pre-defined questions, wizards, or chart types. Have the peace of mind that both your data and your analytics......

relevant regions
London, United Kingdom

Tapico

What we offer Tapico creates technology to help you give your customers the experience you want them to have. Integration Our API enables you to define and target the data and actions that add value to you and your customers. Consent Management Our API makes it simple for your customers to control what data they......

relevant regions
Geneva, Switzerland

Taurus Capital

Turn private assets into digital assets All types of tokenised assets. Tokenised assets: proprietary or external Equity, debt, structured products, commodities, alternative assets and NFTs (e.g., art, music rights). Securities issued by yourself or already issued by your clients. Generic contracts: no limit Able to issue, detect and process any type of smart contract on......

relevant regions
Geneva, Switzerland

Taurus Explorer

In real time transfer assets, monitor wallets 1 unified API, 10+ blockchains, SLA 99%+ Expand your blockchain technology coverage instantly. Risk management and reporting automation Perform analysis per counterparty, see risk exposure and set-up alerts. GDPR compliant, ISAE3402 Type II, Swiss-cloud Cover all regulatory requirements....

relevant regions
San Francisco, CA, United States

Tax

Don’t let taxes hold you back Internet businesses are required to collect taxes in over 130 countries and in most US states. Staying compliant can be challenging, especially as your business scales. Tax rules and rates change constantly and vary based on what and where you sell. If you ignore these......

relevant regions
Mumbai, India

TCS Business Records Management

Challenge Key challenges for BFSI firms in business record management include complying with legal and regulatory policies, and siloed information. The volumes generated have increased along with cost of recovering misfiled documents, calling for robust document record management systems. Auditors and investigators are looking for accuracy in compliance reporting functions. Financial......

relevant regions
Mumbai, India

TCS Conversa™

Challenge While artificial intelligence has the potential to transform customer experience and improve business operations, most enterprises are yet to leverage it optimally. Even though Chatbots are being used as basic FAQ engines they are unable to process complex queries, multilingual requirements, and culture-specific approaches. Companies need powerful, next-gen bots to......

relevant regions
Mumbai, India

TCS Digital Onboarding

Challenge Sales teams and expansion efforts at non-banking financial companies are bottlenecked by the absence of robust digital onboarding systems. As top players deploy smart solutions to tackle increasingly complex and newer challenges of today’s business conditions, their sales and service teams are setting up new standards for customer expectations. Disruptive......

relevant regions
Mumbai, India

TCS Enterprise Regulatory Compliance Management Framework

Challenge Compliance has emerged as the main focus area for financial firms, and any lapses are severely penalized. Regulators expect financial firms to efficiently manage risk and demonstrate that they have the systems, processes, and controls in place to do so. However, financial firms struggle with siloed systems, disjointed workflows, and frequent human......

relevant regions
Mumbai, India

TCS Integrated Information Controls Framework

Challenge According to The Basel Committee on Banking Supervision (BCBS), banks must consistently demonstrate the maturity to carry out risk information management functions. BCBS 239 norms on risk data aggregation and reporting require rigorous data control mechanisms to ensure high-quality data across multiple dimensions. However, lack of transparency and reliability limit......

relevant regions
Mumbai, India

TCS Tran$form©

Challenge With the advent of digitization, BFSI organizations are increasingly facing issues such as rapidly evolving customer expectations, rising operating costs, and emerging technology-enabled competitors. Undertaking large-scale digital transformation to tackle these challenges often tends to obstruct the day-to-day operations. Also, the lack of in-house digital talent and synchronization between digitization......

relevant regions
Denver, CO, United States

Technology Services

More Time In Your Day, More Money In Your Pocket Technology integration and consolidating systems are critical to streamlining your business. Eliminate busy work and discover what you can do with all that extra time and savings. Portfolio management system Industry leading system integrations Financial planning CRM Analytics Cloud based solutions On-Demand money movement Give Your Clients What They......

relevant regions
Mercer Island, WA, United States

Technology Services

Our team delivers proven, time-tested solutions that allow advisors to build an office anywhere - home, business suite, or on the road. Our services range from a simple help line for your existing technology platform to complete hardware, software, and systems training and support. RIA Innovations offers three different levels of services: Hourly -......

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Geneva, Switzerland

Temenos Fund Administration

We provide the best functionality, flexibility and extensive capability in our industry to deliver significant operational efficiency gains by replacing fragmented legacy systems and manual processes with a single, global platform. Typically, our clients enjoy efficiency improvements in excess of 30% by migrating to Temenos. As software dedicated specialists, our goals......

Alpharetta, GA, United States

The Bakkt Warehouse

The Bakkt Warehouse is comprised of both online (“warm”) and offline, air-gapped (“cold”) digital asset storage. Bakkt rebalances between warm and cold storage tiers to minimize risks associated with warm storage. To further protect our customers, Bakkt’s warm and cold wallets are covered by a US$125,000,000 insurance policy from a......

relevant regions
Kent, United Kingdom

The Bunker

We are a cloud and managed services provider delivering the highest standards of security, with compliance guaranteed. We operate out of the most secure data centres in the UK, located in former nuclear bunkers. We believe security is an enabler to modern business, and we’ll help you create a competitive advantage. We’re......

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Burlington, MA, United States

The Conversation Hub

During the meeting Everything you need at your fingertips An easy to use meeting interface that maintains client focus No need to juggle different systems during the meeting All meeting information effortlessly captured and shared with existing systems Safeguard your clients Meeting preparation Easily design your visual meeting flow Choose from libraries of meetings templates Set customized agendas Personalize every......

Bristol, United Kingdom

The Entrepreneurial Sales Institute

The Entrepreneurial Sales Institute ('ESI') programme helps those working, or transitioning to work in sales, to develop and benchmark their skills, competencies and mindset. ESI is relevant to professionals at any stage of their career, enabling them to succeed in any business environment. It’s also applicable to co-workers in other commercial......

London, United Kingdom

The Lanware Cloud

New technology in financial services should facilitate your workload, not add to it. With the Lanware Cloud, your IT becomes a single, simplified service that’s available from anywhere with an internet connection. Tailored for financial services, the Lanware Cloud frees you from managing and maintaining an in-house infrastructure. Instead, your desktop, data......

London, United Kingdom

The Toqio Platform

One system that does absolutely everything you need it to do Craft your solution, administer it, add a-la-carte features, integrate with your CRM, build your own modules - and that’s just the beginning! Select from our trusted providers for core functions We’ve partnered with several fully compliant and licensed BaaS providers to offer......

relevant regions
London, United Kingdom

TiG Cloud Services

Modernising IT environments to reap the benefits of the cloud Data storage, made more efficient TiG’s cloud services are fully secure and approved to global financial compliance standards, providing fund managers, investors and clients with the highest level of assurance that their money and data are safe. Off-site servers save office space......

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Zurich, Switzerland

ti&m Places

Modern Workplace Management for Microsoft Teams The hybrid workplace is on the rise. While workspaces used to be fixed, almost like a second home, many employees today have set up a functional workspace at home. The only reason to go to the office is for meetings and specific project days. For......

relevant regions
London, United Kingdom

Token Bankpay

Token BankPay provides one interface to all banks for highly secure, frictionless and lower cost payments. Payments can be requested directly from a customer’s bank account, either by going through a PSP or by going directly to the bank over FPS, SEPA or other push payment rail. Storing customer or......

relevant regions
London, United Kingdom

Token Connect

New open banking propositions Unlike other solutions, Token’s single account aggregation API connects banks to banks, and developers to banks, providing a simple and quick way to deliver both data aggregation and payment solutions. Banks and developers that leverage open banking to provide a frictionless customer experience will be better positioned......

relevant regions
London, United Kingdom

Token X

Token X is the first stablecoin designed for payments. Consumers, banks and businesses can capitalise on distributed ledger functionality with a regulatory compliant solution and no exposure to market volatility. Token X is the only stablecoin that combines high security and usability to deliver low cost, instant payment execution. Token X is......

relevant regions
Zurich, Switzerland

ToPay Digital Payment Service Hub

For today’s world of e-commerce and “mobile first”, payment card issuers need to offer more than just plastic. Digital payments are demanded everywhere: In web shops and in apps, using the ubiquitous mobile phone, tablet or desktop computer, or when paying with mobile devices in stores, or for person-to-person transfers. Thanks......

relevant regions
Burlingame, CA, United States

Tora Order Execution Management System

The benefits of our OEMS product TORA’s OEMS delivers exactly the features you need, and none of what you don’t. Need allocations or rebalancing? Great, it’s there. But if you don’t, all of these features can disappear from your workflow so you can focus on what’s important for your firm. Execution management Access......

London, United Kingdom

Torstone Platform

With Torstone's agile delivery model, "running the bank" is the same as "changing the bank." What sets Torstone Platform apart in the post-trade space is: A modern service-oriented architecture – Our scalable, flexible, cloud-based platform gives you massive choice when it comes to scalability. And our continuous upgrades mean you’ll always have......

relevant regions
Singapore, Singapore

TradeDeal™

TradeDeal is an order execution application specifically tailored for buys side institutional brokers which receiving orders from TradeView built in trade screen. It then routes orders to any sell side counterparties. TradeDeal is use for monitoring orders status also able to set routing rules, amalgamate and allocate order. TradeDeal routes......

Singapore, Singapore

TradeHub™

This universal adapter glues together incompatible front office, back office and external communications networks thereby allowing financial institutions to expedite Straight Through Processing ("STP") in handling securities, foreign exchange and other transactions. TradeHub is the key to fast and efficient routing of order messages from TradeDirect (OMS) to various stock exchanges......

Singapore, Singapore

TradeLink™

Committed to certification with FIX networks like ROR (4.0/4.2), Autex, Fidessa, Bloomberg, MacGregor FIX Network (MFN), Transaction Network Services (TNS), NYFIX, Singapore Stock Exchange (SGX), Bursa and Hong Kong Stock Exchange (HKSE), TradeFix lays the foundation for sending and receiving messages electronically across from front-to-back office, helping users in the......

London, United Kingdom

Traderpath for Market-Making

traderpath for market-making is a MiFID compliant solution for multi-market, multi-asset market-making and price-taking. It is an integral part of traderpath, the service-based suite for professional trading, which fulfils requirements in: pre-trade and trading operations, with intraday risk control, also leveraging algorithmicpath (please see related page) post-trading space, such as transaction reporting, transparency obligations, feeding trades and orders into external position keeping......

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London, United Kingdom

Transaction Monitoring

Napier’s Transaction Monitoring is a powerful solution that provides a systematic, intelligent review of an organisation’s transactions. It is simple to deploy and is designed to be used by non-technical business users. Built on big data architecture, it can handle 100’s of millions of transactions with ease and enables businesses to......

relevant regions
London, United Kingdom

Transaction Screening

Ingest client data and import reference lists Use sanction data from internal and external sources to perform real-time searches on payment or any transactional data....

relevant regions
London, United Kingdom

Transfers

By challenging the established processes, we have accelerated the transfer process in both Australia and the UK (with Luxembourg and Ireland are due to go live soon), reducing the timeframe from weeks to days. This minimises time out of the market for the investor and helps firms make an instant......

relevant regions
London, United Kingdom

Transformer

You need Transformer Use Transformer’s comprehensive kit of ready-built components to model the mappings and validations you need. Test the model as you build it. Then create deployables directly, without coding. It’s that fast and easy.   Eliminate coding Transformer eliminates the ‘spec handover’ from analyst to developer. In fact, there’s no coding stage......

relevant regions
London, United Kingdom

TransWatch 2.0

Dynamic Transaction Monitoring with machine learning TW2.0 brings you Dynamic Transaction Monitoring - a sophisticated transaction monitoring capability enhanced with machine learning and advanced analytics to identify anomalies. Complement traditional rules-based reviews of customer activity with an independent machine learning driven review of your customer’s activities. Create, update and test rules instantly......

relevant regions
London, United Kingdom

Trudatum

Why Trudatum makes a difference? 1. Integrated and trustful digital assets flow Trudatum allows you to securely manage your digital assets workflow, ensuring that regulatory requirements are met. Full control over digital assets and their versions without the possibility of substitution or change. Guaranteed security of consistency and digital assets integrity. Control the use of......

relevant regions
New York, NY, United States

Truffle

Truffle - Smart Contracts Made Sweeter A world class development environment, testing framework and asset pipeline for blockchains using the Ethereum Virtual Machine (EVM), aiming to make life as a developer easier. Ganache - One Click Blockchain A personal blockchain for Ethereum development you can use to deploy contracts, develop your applications, and run......

relevant regions
Phoenix, AZ, United States

Trumpet

What’s your firm’s purpose? At Trumpet, we want the time we spend at work to matter. Our focus on streamlining and automating work is about more than creating value for your firm or even your clients, it’s about making the world a better place to work. We’re committed to creating......

San Francisco, CA, United States

Twilio Flex

Flex delivers what you need to run an enterprise contact center out-of-the-box. Deploy and customize discrete components to match your exact business needs without deciding between build or buy. Customization without constraint Every aspect of the Flex platform is customizable, from call routing to the color of your agent’s desktop UI. Use ready-made......

relevant regions
Barcelona, Spain

Typeform

Easy to take Make things easy for people, and you’ll get more data. Works great on every device. Easy to make Just start typing, like a notepad. Typeform anticipates question types as you jot them down. Draw your audience in with plenty of design options and advanced features. Always know how your typeform looks with......

London, United Kingdom

Unified Communications

The infrastructure you use for data already delivers big benefits. It’s easy to monitor and audit, fast to scale, and offers unparalleled flexibility. That’s why more and more organisations are moving to IP telephony, using their data infrastructures to support calling. With Unified Communications from Lanware, you can eliminate the need......

Santa Clara, CA, United States

Unify Platform

Pro-active cyber risk mitigation and reporting per NIST SP- 800 guidelines. Identify Build a solid information security architecture Protect Keep your mission-critical data safe Detect Identify malicious behavior and actors Respond Develop an incident response plan Recover Ensure business continuity and uptime...

relevant regions
Edinburgh, United Kingdom

Unipass Identity

Origo's innovative Unipass Identity service saves valuable time for around 37,000 staff in more than 8,000 adviser and provider firms. It provides you with a single means of identification to log in to financial websites easily and securely. Unipass Identity is used by thousands of financial intermediaries every day, making their......

relevant regions
Zurich, Switzerland

Universe-as-a-Service

What it is Universe as Service (UaS) offers access to thematics, asset classes and geographical regions, which are not accessible to most investors. Why Universe-as-Service (UaS) Combining UaS with direct indexing democratises investing, offers innovative approaches to asset managers and delivers a new set of tailor-made passive investments for institutional investors. Advantage All investor segments......

Boston, MA, United States

Vault

Vault is ECI’s online data backup and recovery service that provides investment firms a highly reliable and secure data backup and recovery solution that is professionally managed by ECI. Our team works with you to design a backup and recovery strategy, troubleshoot problems, and ensure that restores are fast and reliable.  Vault......

relevant regions
Fort Lauderdale, FL, United States

VDI and DaaS

Today's employees spend more time than ever working remotely, causing companies to rethink how IT services should be delivered. To modernize infrastructure and maximize efficiency, many are turning to desktop as a service (DaaS) to enhance their physical desktop strategy, or they are updating on-premises virtual desktop infrastructure (VDI) deployments.......

relevant regions
Amsterdam, Netherlands

veggo

Veggo is a financial industry specific LCNC platform encapsulating VERMEG’s 25 years of unique technical and functional expertise in leading digital transformation of global industry leaders. Veggo empowers teams to build Better, faster, and legacy constraints free solutions, for accelerated innovation and increased agility. Get Veggo platform and start building your own......

relevant regions
Paris, France

Verto

As former finance professionals, we are experts in both financial terminology and technology. We designed Verto to resolve the problems which we ourselves had encountered while performing financial translations. Do you often find yourself having to do translations? Do you issue internal reports which need to be translated? Would you like......

relevant regions
New Bedford, MA, United States

Virtual CISO Service

Adelia Risk offers a Virtual Chief Information Security Officer (vCISO) service designed perfectly for small and mid-sized financial advisor firms who want to strengthen their cybersecurity program.  An outsourced (or ‘fractional’) CISO provides expert cybersecurity help without the cost of a full time employee. We provide advice and take action to......

relevant regions
London, United Kingdom

Virtual Desktop

Traditional desktops are tied to a single computer. That means your users are tied down, too. With Virtual Desktop, every user retains the familiar desktop experience they know - with the advantage of new flexibility. Each virtualised desktop is located within a secure container, hosted by Lanware in our datacentre. This......

New York, NY, United States

Virtu Workflow Technology

Triton execution management system Triton EMS is a global, broker-neutral, multi asset-class platform that combines Virtu’s cutting-edge liquidity, execution, analytics and workflow solutions into one unified and customizable execution interface. Workflow solutions ITG Net ITG Net is our global, broker-neutral financial communications network that provides secure, fully supported connectivity between buy-side and sell-side firms......

relevant regions
Geneva, Switzerland

Wecan Chain

What is Wecan Chain? Distributed proprietary private blockchain Optimised for storing and chaining events and transactions in near real-time. End to end encryption: every piece of data is encrypted in flight and at rest using keys which only end-users possess. Neither Wecan or infrastructure providers can make sense of stored data. Client applications can......

relevant regions
Menlo Park, CA, United States

Whatsapp Business App

Be seen Business profile: Create a business profile with helpful information for your customers like your address, business description, email address, and website. Message more, work less Quick Replies: Quick Replies let you save and reuse messages you frequently send so you can easily answer common questions in no time. Stay organised Labels: Organize your......

relevant regions
Redmond, WA, United States

Windows for Business

Intelligent security Advanced security, powered by cloud intelligence, that proactively protects your business. Simplified updates Tools IT can trust to simplify deployment and updates, freeing your resources to drive more business value. Flexible management Comprehensive device management on your terms that supports on-premises, cloud, or both. Enhanced productivity An intuitive user experience, with built-in tools and features......

relevant regions
Geneva, Switzerland

WISeID eBanking Mobile App

Using the WISeID applications (available for most smartphones and desktop environments) users can: Generate and use a digital identity Access to customized services using their ID Protect the information stored and communicated using his smartphone WISeID eBanking edition is provided as a customized WISeID App for finance organizations that want to interact more securely......

Geneva, Switzerland

WISePhone

The only effective solution is to encrypt voice traffic on public networks to avoid the possibility of eavesdropping, interception, or hacking. In finance and Insurance environments, the capability to conduct secure voice calls during delicate negotiations can make a difference for a customer when selecting his financial partner. WISePhone offers strong security designed......

New York, NY, United States

Workplace

Workplace enables you to manage and control your data, applications and devices so that your advisors and reps can work securely.  Few industries are like financial services when it comes to strict regulatory oversight and security needs. But locking down the technology environment isn’t the answer. We built Workplace to empower wealth managers without......

relevant regions
Cupertino, CA, United States

Xcode

From concept to code in no time Xcode provides all the tools to move quickly from concept to code to app. Because everything in Xcode is so well integrated, developers are productive from the start, and end-to-end workflows feel natural. Xcode provides everything businesses need to build great apps — including......

relevant regions
New York, NY, United States

Yext Financial Services & Insurance Cloud

Guided Search Deliver a guided AI search experience on your website to match people with the right product, service, or financial professional. Reputation Management for Branches & Professionals Reviews are the new referral – monitor, respond to, and generate reviews to win more business. Branch Marketing Connect your physical and digital storefront to capture consumers......

relevant regions
San Francisco, CA, United States

Zapier

How Zapier helps you automate Create workflows called Zaps. Zaps connect your apps to automate repetitive tasks, so you can focus on other work. That's why Zapier rhymes with happier! Trigger When someone registers for my event Action Follow up in a week with next steps Action Send them a welcome email Enjoy more free time! Spend time on what matters......

relevant regions
Melbourne, Australia

Zerocap Prime

Your Partner in Digital Assets Independent & Aggregated Liquidity Prime access to multiple sources of deep and fast liquidity, from the best liquidity providers in the business. Offer Crypto Investing to Your Clients Global settlements and clearing, custody with insurance, and yield-generating products for your clients. Institutional Credit Lines Post-trade settlements, margin and clearing with trusted......

relevant regions
Austin, TX , United States

Zoho One

Anything apps can do, integrated apps can do better If you have a sales app, your sales team will be more productive. If you have Zoho One, your sales, marketing, accounting, and support teams, along with everyone else in your organization, will be more connected and productive than ever before.  The all-in-one......

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Knowledge Resources

Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.