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 Solutions688
  • Solution Providers359
  • Knowledge Resources140
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Featured Solutions

Zurich, Switzerland

One platform to add financial services: addWealth, addBanking, addCredit and addInsurance

additiv’s platform seamlessly integrates best-in-class technology, regulated third-party financial services, legal and operating frameworks, enabling any distributor to efficiently and effectively provide exceptional, personalized client experiences at scale under their brand.  The platform brings together all parts within the financial services value chain covering investments, credit, insurance and payment services, enabling......

Client type
Relevant Regions
Greater Montreal, QC, Canada

Croesus APIs

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

Client type
Relevant Regions
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

Products Platform

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

Client type
Relevant Regions
Luxembourg, Luxembourg

FundsDLT Platform Solution

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

Client type
Tel-Aviv, Israel

Solution for the Private Wealth Industry and Distributors

Automate and streamline your structured product business. From the wealth team of a retail bank to a private banking institution, a family office or a wealth manager, the structured investments shall be easy to access, analyse, manage and execute. In a persistently low-interest-rate environment, investors are seeking more yield and better......

Client type
Relevant Regions
Stockholm, Sweden

OutRank Pension Planning

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

Client type
Relevant Regions
London, United Kingdom

Kore PRM

Kore is the first ever Product Management-as-a-Service platform for the financial services industry. Our set of digital tools provide a controlled environment for creating, managing, and monitoring all types of financial products and services, whether they are offered to consumers or businesses, in every segment of the industry. Kore provides financial institutions with......

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
Basel, Switzerland

Unblu Conversational Platform

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

Client type
Relevant Regions
London, United Kingdom

Wealth Operating Platform

The platform takes care of all the back end technology, infrastructure and processes to run the next generation of digital investment and retirement products, allowing you to focus on building the best customer experiences and attracting more assets. Our platform significantly reduces operational time and costs through extensive automation and......

Client type
Relevant Regions

All Solutions

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

360 Accounts is designed to simplify your payment processes. With its help, you can easily administer commissions, organise payments to advisers and the company, and set up business partner rates. The system allows you to view the entire commission process, from the initial entry in the FactFind to the final......

relevant regions
Leicester, United Kingdom

360 Office

Admin Tools Our tools address the challenges faced by principals, managers, and administrators by providing them with the necessary resources to streamline their workflows and increase efficiency. Campaign Manager With Campaign Manager, you can target your client base by creating your own sales and marketing campaigns. Performance Explorer You can easily report on your company’s......

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Warrington, United Kingdom

Accelerators

Supercharge SAP® Operations and Migrations With Automation Accelerate operations and migrations for both ECC and S/4HANA to significantly reduce costs and increase efficiencies. We offer pre-built automation components to include SAP® interactions within your business processes. Augment and upskill your human talent by downloading specific SAP® competencies and knowledge to SS&C |......

relevant regions
Dublin, Ireland

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......

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London, United Kingdom

Accounts

Type of ClearBank accounts Operating accounts Customer segregated accounts Client money accounts Multi-currency accounts ...

relevant regions
Harpenden, United Kingdom

Account Transfers

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 as well as general client portfolios. Client assets can either be transferred in-specie or encashed and paid over. Most asset classes......

relevant regions
Berwyn, PA, 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......

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Immenstaad, Germany

ACTICO Compliance Solutions “Next Generation”

Software for Modern Compliance Manage­ment Banks, financial service providers and insurance companies must identify compliance risks at an early stage. Otherwise, the risk of fines and reputational damage increases. But this is not the only reason why compliance teams want to be on the safe side. Rising costs and a lack of skilled......

relevant regions
Immenstaad, Germany

ACTICO Platform

Technology that lets you make the right decisions, faster The ACTICO Platform contains everything you need from capturing and designing decision models, to testing and monitoring of automated decision-making across all your systems, workflows, and channels. It uniquely integrates artificial intelligence to further enhance decision quality and increase automation rates. Rule &......

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....

Reading, United Kingdom

Acumen 365

What are the benefits? Flexibility and scalability allow you to control your implementation. Cloud Management Scalability Improved Access User Experience No Migration SharePoint Reporting and Workflow Single sign-on ...

relevant regions
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 internal company 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......

relevant regions
Charlotte, NC, United States

Adhesion Wealth Platform

Why do leading investment advisors choose Adhesion? Because as an RIA-focused firm, Adhesion is the only integrated UMA platform with the flexibility to deliver your unique investment and business model. The Adhesion advantage Command and control your practice Set your clients’ investment strategy. Access leading vehicles, managers & strategists. Manage by exception with filters & alerts. Sophisticated......

relevant regions
Washington, DC, United States

Adlumin Platform

Platform Fundamentals Adlumin’s platform is based on three fundamental tenants including cost efficiency, ease-of-use, and simple integration. Using a cloud native, serverless architecture, Adlumin can control the resource-to-performance requirements for customers—a huge cost benefit for customers. Our security analytics platform uses artificial intelligence and machine learning to write its own rules,......

relevant regions
Pune, India

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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London, United Kingdom

Advanced Dashboards

Explore entire industries at a glance Uncover the winning and losing storylines within your industry, whether they’re the best in business or the best in your business. Identify the topics that matter Spot the most pertinent topics with advanced topic sensing. Leverage advanced scoring engines Combine AI-powered metrics into custom scores to let you quantify......

relevant regions
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
United States

Advisor Digital Apps

Empower every advisor with key insights from critical data that are often lost in typical communication – meaning advisors can increase efficiency and grow revenues all in one place....

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,......

London, United Kingdom

AgilityPortal

AgilityPortal serves as a comprehensive people platform designed to revamp your workforce. Its purpose is to actively involve your workforce in connecting, communicating, and collaborating with fellow employees. On average, employees devote approximately 30 percent of their workweek to email management and nearly 20 percent searching for internal information across disparate......

relevant regions
United States

AI Digital Apps

AI-Driven Apps that supercharge client relationships by massively increasing the frequency of personalized and insightful client interactions....

relevant regions
Utrecht, Netherlands

AI Driven Search

Knowledge management and staff training can be a time consuming and costly process that is inefficient for the modern, distributed workforce. Using best practices for data utilisation and powerful technology such as Natural Language Processing (NLP) and Neural Networks (NN), we have created a solution that finds your structured and......

relevant regions
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
Santa Monica, CA, United States

AI Suite

Built around the 3 fundamentals enterprise AI JBI empowers organizations to leverage advanced AI models while retaining full control over their data and intellectual property. Our tailored approach focuses on enterprise solutions, data precision, and custom applications, ensuring seamless integration and exceptional results....

relevant regions
Zurich, Switzerland

Algorithmic Trading Software

120+ buy- and sell-side institutional clients 150+ custom client strategies successfully built and deployed 1 million+ crypto, digital and traditional instruments supported Our Algorithmic Trading Software Covers the Entire Lifecycle Wyden's end-to-end algorithmic trading software with automated trade signal generation and algorithmic order execution. Design Back test Optimize Execute  ...

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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......

Madrid, Spain

Allfunds Alternative Solutions

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

relevant regions
Madrid, Spain

Allfunds Blockchain

By leveraging the power of blockchain technology, we can provide you with a secure and reliable platform offering improved performance, scalability, and cost savings, while also providing enhanced security for your operations....

relevant regions
Culver City, CA, United States

Altruist Platform

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

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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
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......

relevant regions
Scottsdale, 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......

relevant regions
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......

relevant regions
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
London, United Kingdom

API

Integrate external intelligence to derive complete insights Boost your data-led decision-making straight into your own dashboards. Gain quantifiable and actionable data via the API Suite to improve the way decisions are made.   Access real-time global news dataset Mine one of the world’s most diverse and comprehensive news datasets.   Create and/or enhance your custom frameworks chieve the......

relevant regions
Zurich, Switzerland

API-First Platform

The additiv platform manages the sourcing, orchestration, and operation of comprehensive regulated financial solutions to deliver end-to-end value propositions in wealth management, banking, credit and insurance services, embedded into everyday digital channels and super apps. Modular Combine different financial service modules and configurations to create differentiating value propositions. Fast time to market Build and......

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.......

relevant regions
New York, NY, United States

APIs

Why? Provide advisors and traders a materially better trading tool and experience by integrating trading directly into the advisors main desktop Broaden investment product offerings with advanced portfolio management, order management functionality and trading network Connect critical applications together with a centralized data source providing up-to-date information to advisors and traders Build with Us Our......

relevant regions
London, United Kingdom

Apollo

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

relevant regions
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......

Maynooth, Ireland

AQMetrics Platform

Our Platform The AQMetrics online platform seamlessly automates all of your risk, compliance and regulatory reporting needs. To find out more, click below to download our platform datasheet below. Why the AQMetrics Platform? Forward-thinking financial firms use the AQMetrics technology platform for end-to-end automation. Our platform automates your existing and emerging regulatory needs......

relevant regions
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
Sydney, NSW, Australia

ArmorVox Core Engine

Auraya's Core Engine ArmorVox is the next generation voice biometric engine developed by Auraya that provides a full suite of voice biometric capabilities in telephony and digital channels. ArmorVox helps streamline and improve customer experience and information security. It can be securely deployed via the cloud or through an on-premise deployment.......

relevant regions
London, United Kingdom

Artificial Intelligence

AI, or Artificial Intelligence, encompasses a suite of technologies designed to replicate human cognitive functions, such as learning, problem-solving, and decision-making. It holds the promise of enhancing efficiency and precision across diverse sectors while streamlining costs and expediting processes. The term 'AI' serves as an umbrella for a myriad of......

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
Paris, France

Asset Servicing

As providers of financial, admin and technical services, we understand that our clients’ requests are time sensitive . That is why we commit to being proactive without ever compromising on quality. And because each need is specific, we aim to design innovative and customize solutions. We constantly invest in our......

relevant regions
Glasgow, United Kingdom

Asurafin Connect

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

relevant regions
Morrisville, NC, United States

AtlasFive®

By harnessing the power of automation, best-in-class cybersecurity and advanced data governance – coupled with unmatched domain expertise – we guide you through the complex, inevitable progression to the next generation of wealth management software. Our platform sets the industry standard for best practices and ensures your office is up-to-date......

relevant regions
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
Lisbon, Portugal

Automated Trading Software

Our experienced team of software developers brings together extensive industry knowledge and cutting-edge technology to build your software from scratch. We provide tailor-made solutions that align with your unique trading strategies, needs, and goals. With our robust and intuitive automated trading systems, you gain superior control, enhanced efficiency, and unparalleled......

relevant regions
Warrington, United Kingdom

Automation Lifecycle Management

Automation Lifecycle Management is a scalable operating model for enterprise ready automations that uses the power of Wireframer and reusable templates to help you design better quality automations quickly, while simplifying complex and time-consuming process definition activities. Toolkit for quality automations - Take advantage of best practices from our dedicated automation designers......

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
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......

relevant regions
Hong Kong, Hong Kong

Babel Mining

Mining Pool Babel Mining Pool currently focuses on Bitcoin and Ethereum mining services. By leveraging Babel Finance’s proven capabilities in financial services, Babel Mining Pool is dedicated to be the first mining pool equipped with professional financial services. Mining Farm Babel Finance has established solid mining facilities with sufficient power supply globally. We......

relevant regions
Boca Raton, FL, United States

Back Office

ETNA's Middle and Back Office powers broker-dealers and robo-advisors with robust technology to configure trading rules and platform settings, optimize daily operations, keep record of trading activity and generate compliance reports. Our web middle and back office software gives you the full access to your brokerage no matter where you are. Invest......

relevant regions
Chicago, IL, United States

Backstop Investor Portal

Provide transparency to your investors effortlessly through the Backstop Portal – a secure, branded web-based reporting portal created with your privacy and compliance needs in mind. Benefits Provide investors with secure online access to fund and account information Discourage the redistribution of confidential information from your site with PDF Watermarking Track page views and......

relevant regions
Chicago, IL, United States

Backstop Research Management

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

relevant regions
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
Berlin, Germany

Banking-as-a-Service

Fully branded and licensed No matter whether you are creating a solution for businesses or consumers, our APIs empower you to offer digital bank accounts with an array of engaging features. All of our APIs are white-labeled, so you can embed our banking features into your product environment with your branding.......

relevant regions
Berlin, Germany

Banxware Platform

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

relevant regions
New York, NY, United States

Beacon Platform

Capital Markets Have Demanding Requirements. We Exceed Them. Beacon Platform is our core product offering that combines Beacon Cloud, Developer Tools, and Financial Frameworks, and it is the baseline for all product packages. Our product packages offer bundled features and functionality, purpose-built to accelerate capital markets use cases. Powered by Beacon Cloud, each of......

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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......

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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......

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Boston, MA, United States

Billing

Key Features Automated billing Automated invoice delivery Bill on held-away assets Customizable invoices Flexible setup Multi-custodial Billing alerts Multi-advisor payouts Full-service onboarding ...

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South 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......

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London, United Kingdom

Bite Stream

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

relevant regions
Lisbon, Portugal

Blockchain & Crypto

With a deep understanding of decentralized technologies, smart contracts, and cryptographic protocols, we deliver tailored solutions that harness the power of blockchain for enhanced security, transparency, and efficiency. Trust our expertise to build innovative blockchain-based applications, cryptocurrency exchanges, and tokenization platforms that drive your business forward in the digital economy. Components Leveraging......

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Little Rock, AR, United States

Bond.ai

BOND.AI helps banks intimately understand user behavior and nudge customers towards improved financial health. Intelligence that will help optimize user's daily spending, refinance loans, create a savings auto-pilot, and even help them invest, to make sure their financial wellness is enhanced. Holistic analyzer Understand the user holistically by crunching the user's financial......

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Toronto, ON, Canada

Boosted.ai for Institutional Investors

How Boosted.ai helps fundamental managers drive AI success Boosted.ai is your personal data scientist. Dynamic synergy through augmented intelligence. Custom AI models on cruise control. Drive success for your portfolio. How Boosted.ai helps quants build an AI advantage A powerful machine learning tool in your arsenal. Data scientist approved testing capability for your strategies. Decades of industry-leading machine......

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London, United Kingdom

Bots for That Bespoke

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London, United Kingdom

Bots for That Recipes

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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......

Stavanger, Norway

Brokerage as a Service

The software, technology and expertise which provide all you need to quickly launch or transform  an investment product Connect to global fund networks and financial exchanges to offer multi-asset investing solutions Automate and scale your entire operation with our powerful investment management system Outsource operations to our team of experts and focus more......

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London, United Kingdom

Broker Software

Run your business more efficiently finova’s suite of mortgage software provides everything you need to run your broker business efficiently and serve more customers better and quicker than ever. No matter what kind of broker you are, the suite of software can be tailored to your specific needs: Directly Authorised mortgage broker Appointed representatives Networks In-house......

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Dublin, Ireland

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
Dublin, Ireland

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
Dublin, Ireland

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....

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Dublin, Ireland

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....

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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......

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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......

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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......

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Chicago, IL, United States

Capital-Raising

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

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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
Warrington, United Kingdom

Capture

Intelligently capture process details On a single platform, Capture combines task extraction and computer vision to produce a Process Definition Document. You can reduce overall process development time further thanks to Capture's ability to create a Blue Prism process release file based on the initial process recording. This file contains everything a......

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London, United Kingdom

Cashfac for Asset and Wealth Management

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

relevant regions
London, United Kingdom

Cashfac for Banks

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

relevant regions
Ashburn, VA, United States

Celeriti™: Enterprise Banking & Lending Software

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

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
Zurich, Switzerland

Certifaction for Financial Services

Tax returns Financial statements Client contracts How your business can benefit Here is how to supercharge your Financial Service business. Digitize and speed up your signature process Drastically improve the signing experience Stay compliant – and private Verify your documents – even when printed ...

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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......

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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......

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San Francisco, CA, United States

ChatGPT Enterprise

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

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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......

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Warrington, United Kingdom

Chorus

What is Chorus? A comprehensive business process management suite including digital process automation, case management, omni-channel interactions and operational analytics. Chorus helps organizations build agile, intelligent operations that deliver better business outcomes. Work orchestration - Chorus helps improve internal interaction within your organization and external interaction with customers by orchestrating people, systems, and data.......

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Dover, DE, United States

CIRA Platform

CIRA is the enterprise platform for deploying and managing Generative AI Copilots to drive client engagement and business efficiency. CIRA is a patent-pending DIY platform that enables enterprise users to launch intelligent AI Copilots in weeks without writing a single line of code. CIRA is designed for the needs of wealth......

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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......

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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......

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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......

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Fairfield, NJ, United States

CL360

Since day one, CLDigital has focused on transforming enterprise risk and resilience. We aim to deliver the most innovative no-code development platform focused on rapidly building, deploying, and operating enterprise-grade solutions. Our SaaS solution, CL360, features unparalleled user experiences, configurable business process management, analytics that deliver insights so you can......

London, United Kingdom

Clearing

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

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San Francisco, CA, United States

Clearing

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

relevant regions
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......

United States

Client Digital Apps

Client expectations are constantly evolving – our highly experienced team of innovators follow trends across investor types and build apps tailored to every persona and wealth-level....

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London, United Kingdom

Client Money Accounts

Who is this for? Our client money accounts are for firms that need to comply with the FCA’s Client Assets Sourcebook (CASS). Open dedicated accounts Get a separate account for each client, with unique account numbers to minimise payment errors. Approve clients quickly Automate KYC/KYB checks so you can approve the right clients quickly. Simplify reconciliation Instantly......

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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......

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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
South 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......

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San Francisco, CA, United States

Cloud

Whether they are worried about timely regulatory reporting, reduced execution time windows and increased frequency, or reacting to the latest market-driven change, Adenza’s SaaS offerings deliver: unparalleled security, operational risk mitigation, agility, continuous innovation for optimized TCO, and a superior end-user experience. CapCloud – Move to SaaS: Keep the flexibility, not the......

relevant regions
Utrecht, Netherlands

Cloud

Go to the Cloud Modernisation & cloud migration Cloud optimisation Cloud architecture and solution design Azure services and solutions AWS services and solutions ...

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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,......

Santa Clara, 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
Austin, TX, United States

Cloud RADIUS

Portnox's RADIUS service can help you answer just that and more. Stare through the proverbial peep hole and see who’s requesting access to your network, as well as the access layer they’re using, their location, device type, and more. Our cloud-native RADIUS is provided through a cloud-based cluster of fully redundant......

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
Pune, India

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
Fort Worth, TX, 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+ GrayBox

GrayBox is the Cognitiv+ solution that allows data scientists to build Deep Learning models in a fraction of the time than with traditional data science methods, in 3 easy steps.  Annotate Cognitiv+ web-based annotator system allows the user to upload documents in many formats, make them machine-readable and annotate them through 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......

relevant regions
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
United States

Coinbase Cloud

A full suite of blockchain development services Coinbase Cloud provides APIs, services and SDKs across a breadth of primitives. Wallets Staking Payments Identity Trading Secure staking across 15+ networks Leverage our decade of crypto experience to provide end users with reliable staking solutions. We serve security-minded custodians, exchanges, fintechs, dapps, and wallets on Ethereum, Solana, and many other......

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
San Francisco, CA, United States

Collateral, Margin & Securities Finance

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

relevant regions
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......

Chicago, IL, United States

Colocation

Proximity Physical location is both strategic and critical in reducing overall latency. We provide clients with desirable space in the same facilities that the house exchange matching engines to provide the shortest path possible. Easy Deployment Optimizing physical footprints often requires geographically dispersed facilities, making service a challenge. We provide facility services like......

relevant regions
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
Berwyn, PA, United States

Compensation Management

Save Time for the Backoffice Eliminate the days-long turnaround from billing to payouts. Calculate compensation for advisors in a matter of minutes and reallocate time to other areas of your business. Give Advisors Full Transparency Provide in-depth revenue reporting to both advisors and administrators. Less questions from advisors about accuracy, and more insight......

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
Austin, TX, United States

Conditional Access for Applications

Don't kid yourself. MFA alone isn't enough. Passwords and MFA can be socially engineered and phished no matter how diligent your employees think they're being. Implement passwordless authentication with digital certificates to eliminate social engineering woes using Portnox. Your users will love how seamless it is to log in to their......

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
South 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
West Chester, PA, United States

ControlOps©

Promote Accountability. Reduces Risk. Flexible. Secure. ControlOps© is an auditor approved key application that eliminates the need for paper backup and manual checklists, shows a compliance calendar, establishes clear responsibilities and authority, and enables efficient operational control and oversight in all areas of the investment management operation. This application can support multiple audit and regulatory......

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Berwyn, PA, 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
New York, NY, United States

Co-Pilot

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

relevant regions
London, United Kingdom

Copper Platform

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

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Boulogne, France

Core Banking

Skaleet SaaS Core Banking Platform has been designed with a logic of perpetual evolution to meet the needs of any financial institution. Cloud-native, modular, and 100% API, we power your technology while you focus on what matters: your customers. Focus on what really matters, designing innovative financial services and generating new......

relevant regions
London, United Kingdom

Core Banking Platform

One SaaS platform with the broadest range of financial products available on the market Our award-winning software covers all origination and lifetime servicing requirements for the widest selection of financial products including: Mortgages Residential, B2L, Company Equity Release Lifetime lending, retirement interest only Specialist Lending Commercial Real Estate, Bridging Lending Savings Savings, Deposits accounts, ISA, Junior ISA The platform is a......

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
Berwyn, PA, 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
Immenstaad, Germany

Credit Risk Platform

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

relevant regions
London, United Kingdom

CRESTBridge

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......

relevant regions
Zurich, Switzerland

Crypto Banking Platform

Future-Proof Crypto Banking Platform Banks need market-wide connectivity to provide best execution to their clients. Wyden helps banks to maximize profit by trading directly and securely with exchanges, brokers and OTC desks while minimizing counterparty, operational and market timing risks. This is achieved by seamlessly integrating core banking systems and custody......

relevant regions
London, United Kingdom

Crypto Fund Platform

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

relevant regions
Essex, 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

Custody

Leverage our attested digital asset custody solution Place your trust in Crypto Finance, a FINMA-regulated financial institution. We support financial intermediaries with the implementation of crypto custody solutions and advise our clients in digital asset technology, operations, compliance, and risk management. Comprehensive Institutional Custody Services Our digital asset custody services are used by banks and institutions......

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Bath, United Kingdom

Custody and Investment Technology

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

relevant regions
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
La Jolla, CA, 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

The Cygnetise blockchain-powered SaaS solution enables the digital management and sharing of authorised signatories and delegated authorities, in real time, with banks and other counterparts, making the process more efficient, transparent and secure: Cygnetise enables full control of employee signing authority management at any time, dramatically increasing efficiency, cutting costs, and......

relevant regions
Berwyn, PA, 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
San Francisco, CA, United States

Data Cloud

Data-driven teams build meaningful customer relationships with Data Cloud What can you do with Data Cloud? Know your customers - Connect, federate, and harmonise data from any product and system into a complete view of every customer. Act on AI in the flow of work - Connect your data with the #1 AI CRM......

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......

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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 deliver trusted, self-service analytics by scaling data automation and operationalization throughout the entire data and analytics lifecycle. Enrich the platform’s governance and security features while bringing together the power of data preparation and cataloging to make it easier to discover, understand, connect, and trust your data. Tableau......

relevant regions
Montreal, QC, Canada

Data Marketplace Platform

Personalized data distribution We handle the complexity of data distribution. Regardless of how your data is stored, we can translate it in many ways, including STFP, APIs, web downloads, and more. A no-code data marketplace Deploy a data marketplace in days, not weeks or months, with no ongoing  maintenance. Productize your data We help you......

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
Santa Monica, CA, United States

Data Warehousing

The next generation of data Data warehousing is not static; it’s an evolving art. With recent advancements and the expanding role of AI, JBI’s expertise in data warehousing and data modeling is more crucial than ever. Three decades of experience in data warehousing and modeling lay as the foundation of Data......

relevant regions
Calgary, AB, Canada

Dealer Edge

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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......

Chicago, IL, United States

Deal Pipeline Management

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

relevant regions
Warrington, United Kingdom

Decision

As your business grows, the decisions you should delegate to your digital workers should grow too. Many organizations using robotic process automation are only scratching the surface when it comes to the benefits and efficiencies to be gained. You want to automate decisions that involve multiple variables, but this requires significant......

relevant regions
Cardiff, United Kingdom

Delio Core

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

relevant regions
Cardiff, United Kingdom

Delio Plus

Working with Delio enables our partners to leverage our expertise in building private markets platforms across numerous use cases, as well as providing the ability to build on top of our existing infrastructure – continually leveraging our rich collection of new and existing functionality whilst also helping you go to......

relevant regions
Cardiff, United Kingdom

Delio Structuring

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

relevant regions
Cardiff, United Kingdom

Delio Vaults

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

relevant regions
Warrington, United Kingdom

Desktop

Having a digital worker supporting your employees increases productivity by alleviating errors and automating repetitive functions. Additionally, employees are free to offer more customer interactions. Desktop empowers business users to succeed by Automating routine work Reducing repetitive administration Increasing interaction with customers Automate for Desktop responsibly, scale quickly with centralized governance Desktop enables your users to......

relevant regions
Zurich, Switzerland

Desygnate

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

relevant regions
Vienna, Austria

Digital Asset Management System

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

relevant regions
Toronto, ON, Canada

Digital Banking OmniChannel Solution

eBSEG omnichannel solution integrates seamlessly and securely with your back-end. eBSEG Digital banking offers a comprehensive suite of the latest banking services empowering banks to successfully deliver "any time","any where" banking services to customers on the GO....

relevant regions
Warrington, United Kingdom

Digital Exchange

Customers save an average of 200+ hours When we say, “DX Before You DIY,” our goal is simple: to save you time. On the Digital Exchange (DX), you’ll gain access to more than 2,000 automation software components right now, without the need to hire and train additional resources or source advanced technologies.......

relevant regions
Toronto, ON, Canada

Digital Experiences

Showcase the benefits of your company Transform your online presence with a best-in-class website that attracts visitors, effectively presents your distinct benefits and outperforms your competitors. Our team of digital experts will be there every step of the way to ensure a smooth and successful transition throughout the project....

relevant regions
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......

relevant regions
Pune, India

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......

relevant regions
Bath, United Kingdom

Digital Tax Wrappers

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

relevant regions
Toronto, ON, Canada

Digital Trading OmniChannel Solution

Safe, Secure, Fast and Simple, Digital Trading Solution is an OmniChannel brokerage system wrapped in a beautifully designed web and or mobile UX that allows for everything your customers need to successfully manage their trading and investment requirements. eBSEG understands that trading and protecting your investment portfolio is serious business, where......

relevant regions
West Hollywood, CA, United States

Digital Wealth

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

relevant regions
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......

relevant regions
Warrington, United Kingdom

Director

Automate more by increasing digital worker utilization Director enables organizations to automatically assign work to their digital workforce based on business value. By reducing manual work scheduling, your digital workers are no longer waiting for work and can therefore perform more tasks. What can Director do for you? Prioritize work based on business value -......

relevant regions
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......

relevant regions
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.......

relevant regions
Neuilly-sur-Seine, France

DMS

Designed to empower organizations to automate and streamline data acquisition and management, while helping their users to make better sense of the available data for better investment decisions. Our solution powered by Microsoft Azure Data Services facilitates the aggregation, storage, organization, and maintenance of both structured and unstructured data. It......

relevant regions
London, United Kingdom

Document Signing

Sent to signed in minutes Get documents send and signed faster. Log into the secure Keepd web or desktop app, compose an email, add your documents for signing and hit send. That's it! StayPrivate will do the rest. Sign easily on any device Simplify document signing for all your recipients, whether or not they are tech‑savvy. StayPrivate provides an easy and......

relevant regions
Culver City, 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......

relevant regions
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......

relevant regions
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......

relevant regions
Ashburn, VA, United States

DXC Digital Model Bank

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

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......

relevant regions
Calgary, AB, Canada

EdgeLink

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relevant regions
Brooklyn, NY, United States

EdgeworthBox

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

relevant regions
London, United Kingdom

Elliptic Discovery

For Financial Institutions: VASP Due Diligence Many financial institutions are looking to engage with cryptoasset businesses. Elliptic Discovery provides the rapid insights needed to perform due diligence and onboard VASPs with confidence. For Banks: Customer Exposure to Crypto Every bank is exposed to cryptoassets when its customers transact with VASPs. Identify and assess......

relevant regions
London, United Kingdom

Elliptic Lens

Crypto Wallet Screening Quickly identify the owner of a wallet, the source, destination, and behaviors of funds, even as they flow between blockchains or change assets. Block Risky Transactions Screen crypto wallets before you authorize a transaction. Automate compliance checks with powerful insights on wallet risk, accessible through an API or the Elliptic......

relevant regions
London, United Kingdom

Email Encryption

Business recipients To maximize convenience for all recipients, we treat business and personal recipients differently. If the receiving business mail server is correctly configured for TLS-encrypted email*, we deliver emails to business accounts directly using TLS encryption. The business then takes over the duty of care for the information contained in the email. Personal recipients Because......

relevant regions
London, United Kingdom

Embedded Banking

Boost your proposition with ClearBank Offer your customers Financial Services Compensation Scheme (FSCS) protected accounts by leveraging our banking licence. Your customers’ eligible deposits are protected up to a total of £85,000 by FSCS, the UK’s deposit guarantee scheme.* *Any deposits your customers hold above the limit are unlikely to be covered. Let's......

relevant regions
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 entrepreneurs, SMEs, family offices, and digital asset firms across the UK and Europe, available in a range of currencies (including £, €, and $). We provide visa debit cards (virtual and......

relevant regions
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......

relevant regions
La Jolla, CA, 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......

relevant regions
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......

relevant regions
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.......

relevant regions
New York, NY, United States

Enterprise Data Management

It creates a single version of the truth in a consistent, transparent and fully audited environment. Firms benefit from greater control, ongoing compliance and transparency of their data....

relevant regions
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......

Boca Raton, FL, United States

ETNA OMS API

Easy to integrate configurable OMS API makes it easy to automate trade submissions, reporting, trade allocations and track order status, positions and account balances. Leverage 10+ years of trading technology experience by using ETNA OMS API as building blocks for your new or existing software products....

relevant regions
Boca Raton, FL, United States

ETNA Trader

ETNA Trader is a broker trading software platform. ETNA's objective is to democratize trading technology and empower financial services businesses with the most powerful broker trading software. High IT costs have long rendered advanced trading brokerage software inaccessible to small and medium-sized firms. ETNA's broker trading software platform is set to change this paradigm. Whether you are......

relevant regions
Boca Raton, FL, United States

ETNA Trader Mobile

ETNA Trader Mobile is feature-rich mobile trading platform for brokers. ETNA's Mobile Trading Platform is a set of native apps for iOS and Android devices. Designed to ensure smooth trading experience from a mobile device, ETNA's mobile trading platform offers real-time streaming quotes, charts and watchlists; order and position management including complex order types and option chains. Our......

relevant regions
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
Sydney, NSW, Australia

EVA for Amazon Connect

Traditional verification methods are now outdated Current verification methods such as PINs, passwords, knowledge-based questions and one-time passcodes have become insecure and unreliable. Forgetting passwords and knowledge-based answers as well as switching applications to access one-time passcodes can often result in inefficient and cumbersome customer experience. These traditional verification methods have......

relevant regions
Foster City, 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,......

relevant regions
London, United Kingdom

Exchange

The Zodia Markets exchange runs on a high-speed matching engine with a range of connectivity options, competitive fee structure and market making incentive programmes. Crypto markets in fiat and stablecoins Trade spot crypto against a wide range of fiat currencies as well as USDC, USDT, and other stablecoins. Our reliable banking rails......

relevant regions
London, United Kingdom

Execution, Clearing & Custody Solutions

Bringing processes into a new era Financial services firms face constant pressure to increase trade execution and processing speed whilst also maintaining accuracy. But execution, clearing, and custody systems are often running disconnected processes using outdated technology, leading to inefficiencies and errors. We replace legacy technology and processes with integrated trade execution......

relevant regions
Bristol, United Kingdom

Expression of Wish

Submit vote preferences Investors can cast a vote preference at a specific meeting, which is then applied across multiple fund managers and funds. A single platform that consolidates all AGMs, proposals, and funds. Users vote once and it’s applied across all of the funds they invest in. Voting policies Select a voting policy from leading......

relevant regions
Longmeadow, MA, United States

FA Match

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

relevant regions
Nivå, Denmark

Family Office Services

Wealthy families outsource wealth management to Assure Wealth We handle all administration related to the family's assets. Our assistance includes paying bills, accounting, and servicing asset managers, accountants, and lawyers. Plus what else do you need for financial and administrative services? Assure Wealth performs all types of accounting tasks and controlling related to wealth......

relevant regions
New York, NY, United States

Farther for Advisors

Run and grow your business the way you want to We’re here to help established advisors scale, not treat you like a salesperson. We provide everything you need to succeed, and then step out of the way. More time planning futures, less time filing papers Our dynamic platform takes care of busywork, so......

relevant regions
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......

relevant regions
Dallas, TX, 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 ...

relevant regions
Arlington, TX, United States

Fee Manager

Fee Manager is an automated, cloud-based fee billing system that provides analytics, advisor insights, security, accuracy, and reliability. It’s scalable and customizable, enabling multi-access user levels in both front-office and back-office views. As your firm grows and more competitors adopt advanced billing technologies, Fee Manager gives your firm the smarter billing advantage. Fee Manager......

relevant regions
San Francisco, CA, United States

Financial Services Cloud

Connect and automate front, middle, and back-office processes around your customer Bring your entire financial service organisation into a single, secure platform designed to grow with you and your customers. With Salesforce, you can create world-class onboarding experiences, bring teams together with real-time collaboration, and deliver world-class customer experiences that change......

relevant regions
London, United Kingdom

Financial Services Cybersecurity

Digitalization should not impair cybersecurity efficiency The lure of actual money and ongoing transactions makes financial services a primary target for some of the most dangerous cybercriminals. It’s becoming clear that, with advances in fraud technologies, cybercriminals are switching their focus away from the ‘easy pickings’ of customers to the more......

relevant regions
Zurich, Switzerland

FinfoxPublicAPI

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

relevant regions
Singapore, Singapore

FinIQ API Services

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

relevant regions
Singapore, Singapore

FinIQ 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......

relevant regions
Philadelphia, PA, 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......

relevant regions
London, United Kingdom

finova Connect

Reducing friction in the industry finova Connect brings the industry together through a suite of services including Payment and Mortgage Services and Broker Verification, helping to support brokers and lenders every day. finova payment & mortage services Increase earnings and simplify payments. finova Payment and Mortgage Services is an established UK mortgage club and......

relevant regions
Athens, Greece

Finuevo Digital

Finuevo Digital is the mobile-first, Cloud-native digital banking platform that helps banks and financial institutions of any size to achieve digital resilience, by offering rich functionality and automated client onboarding. It is a pioneering digital banking platform that offers a modern banking experience to end-users across channels....

relevant regions
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......

relevant regions
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......

relevant regions
New York, NY, United States

FIX Enterprise Software

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

relevant regions
New York, NY, United States

Flyer Trading Network

An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers. An extensive and secure API eliminates the need for additional infrastructure, software and specialized resources. FTN extends your reach and capability while eliminating the hassle of integration. Supportive workflows......

relevant regions
London, United Kingdom

FNZ Connect

Configure your platform with ease FNZ Connect provides customers the ability to quickly launch apps, automate workflows, and connect to APIs. This delivers differentiated growth by providing easy platform configuration. Configure user journeys - Use our no-code and low-code app development for faster configuration. Automate workflows - Access our dynamic, modular processes to build......

relevant regions
London, United Kingdom

FNZ Platform

We remove friction We hide this complexity from our customers, reducing friction and cost by integrating technology, business process operations, and custody – all delivered in an end-to-end wealth management platform that is regulated by region, and connected to a universe of investment products. Complexity adds friction to your business To deliver value......

relevant regions
Singapore, Singapore

For Banks & Wealth Managers

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

relevant regions
London, United Kingdom

Fortu For Business

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

relevant regions
Chicago, IL, United States

Frameworks

User Defined Events To provide useful and accurate analytics, clients define what events they consider to be key information. This information can be any field or groups of fields, rolling samples or data sets, or any other samples that provide value. File or Messaging A client has the choice of storing the data......

relevant regions
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......

Copenhagen, Denmark

Fullview Cobrowsing

Cobrowsing is an innovative technology that allows two or more individuals to simultaneously view and interact with the same web content during a video call or online session, making it possible for credit unions, banks, and pension funds to increase CSAT, user engagement, and agent productivity....

relevant regions
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....

Madrid, Spain

Fund Distribution and Dealing

Order management Efficient execution Settlements Holdings valuation Asset servicing (stock transfers and corporate actions processing) Rebate calculation and reporting ...

relevant regions
London, United Kingdom

Fundi Workflow

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

relevant regions
Costa Mesa, CA, United States

FundKeeper

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

relevant regions
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......

relevant regions
Munich, Germany

fundsaccess

Advisory Platform - deliver personal and digital advice Onboarding - convert prospects into clients Order management - handle transactions efficiently Client portals & reporting - ready for digital interaction Advisor applications - strengthen distribution networks Fund data and factsheets - provide the right information ​​​​​​​Secure data center operations - stability and data security guaranteed ...

relevant regions
Soborg, Denmark

Fund Service (NAV)

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

relevant regions
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......

relevant regions
Foster City, 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......

relevant regions
Foster City, 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......

relevant regions
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......

relevant regions
New York, NY, United States

Gemini API Connectivity

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

relevant regions
London, United Kingdom

Goji Platform

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

relevant regions
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
Dubai, United Arab Emirates

GTN TRADE

Single account for trading, clearing, settlement, and custody. 8 asset classes in 87 markets, including the US, frontier and emerging markets. Benefit from over two decades of experience creating trading solutions. Introducing GTN - Our solutions power your vision Scalable - Expand rapidly with one account for trading, clearing, settlement and data access. Accessible -......

relevant regions
Chicago, IL, United States

Hardware

Flexible We offer a range of lease terms and structures to fit the need of your project. Fast Deep Systems coordinates the entire startup process which reduces complexity and implementation time. Easy Our experienced team handles the entire process of sourcing equipment, installs, networking, and any client specific implementation steps....

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......

relevant regions
New York, NY, United States

Here Enterprise Browser

A unified space for work that maximizes productivity and delivers exceptional employee experiences. The apps you need. In a glance. Compose multiple apps into seamless Supertabs so your teams can see everything they need for any activity, all within a familiar browser interface. No more toggling and tab overload....

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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
New York, NY, United States

Hyperscience Platform

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

relevant regions
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......

relevant regions
Zurich, Switzerland

IAM Solutions

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

relevant regions
Warrington, United Kingdom

IA & RPA for Banking and Financial Services

We understand the challenges you’re facing to keep fees low and margins high while delivering an exceptional end-to-end client experience across all your products and services. Read this guide to uncover how SS&C Blue Prism can help wealth managers tackle these challenges and where to focus your attention to start......

relevant regions
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......

relevant regions
South 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
London, United Kingdom

Identity Verififcation

Verify your customer and vendor identities with confidence and in real time while meeting your KYB and KYC obligations with our data-first identity verification capabilities. Supported by a combination of document verification, biometric checks and third-party data validation, our global identity verification solutions draw on 200+ authoritative, in-country data sources......

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......

relevant regions
Milton Keynes, 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
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
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......

Fort Worth, TX, 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.......

relevant regions
Milpitas, CA, United States

INNOVATE

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

relevant regions
London, United Kingdom

Insight Reports

Monitor the best in business See how competitors and the best in business attack a market or change the narrative. Measure and track your performance Benchmark your performance over time, see what stories resonate most, and anticipate the hurdles that may slow you down. Answer big questions Let us work on your briefs, from quantifying......

United States

Institutional

A comprehensive platform for every stage of the investment lifecycle Trade - Access Coinbase Exchange directly or multiple exchanges and liquidity venues through Coinbase Prime, our full-service prime broker. Custody - Safeguard 400+ assets and select NFTs with proven and insured custody solutions. Participate - Stake assets to generate yield and contribute to network security or......

relevant regions
London, United Kingdom

Institutions

Who do we work with? Asset Managers Pension Funds Endowments Sovereign Wealth Funds Hedge Funds Insurance Companies Our Technology Expediting refund timelines, eliminating human error, empowering our clients. Technology and innovation are at the heart of WTax’s reclaim process. Everything we do is driven by our industry-leading proprietary technology which automates the reclaim process end-to-end....

relevant regions
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....

Warrington, United Kingdom

Interact

Interact is a scalable, real-time, human-to-digital collaboration platform that is designed to address more complex processes that require either manual initiation, or cooperation between human and digital workers. Close the automation gap - No more unattended automation! Manage end-to-end automation processes that require human intervention.Great for multiple scenarios Manageable, no-code forms - Easily......

relevant regions
Harpenden, United Kingdom

Interconnect

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 complications of interconnect agreements, interoperability, physical connections and testing, and ensures the highest possible standards in security......

relevant regions
Harpenden, United Kingdom

Interface for Euroclear EMX

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,......

relevant regions
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
London, ON, Canada

interVal for Wealth

Clear the clutter with interVal’s automation and focus on activities that matter. Build plans with an accurate number for your SMB client's largest asset Generate revenue from new opportunities Increase AUM linked with SMB growth Let automation uncover opportunities linked to: Excess working capital Serviceable debt Investable assets Valuation ...

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......

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......

relevant regions
Bristol, United Kingdom

Investment Platform

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

relevant regions
Glasgow, United Kingdom

Investment Technology

Manual tasks can be automated. Processes can be streamlined. Compliance risks reduced and transparency improved. Most importantly, with improved workflow and risk management across the investment lifecycle, you can dedicate more time to actively managing money and delivering exceptional client service. At Asurafin, our goal is simple – better outcomes for......

relevant regions
Stavanger, Norway

Investor Services

Onboarding end customers, compliance, portfolio management, settlement, regulatory, tax reporting Behind our services are efficient trading and reporting systems as well as a shareholder register that we use to deliver a profitable experience for our clients....

relevant regions
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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South 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......

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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
Zurich, Switzerland

Issuance

Advice & support in the process of launching your crypto investment product Limiting counterparty risk and selecting regulated, trustworthy product partners is of critical importance in this new asset class. Set up a digital asset Actively Managed Certificate (AMC) or Exchange Traded Product (ETP) with Crypto Finance: Listed and non-listed products with Swiss......

relevant regions
Calgary, AB, Canada

Issuer Edge

...

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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......

relevant regions
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
Salisbury, United Kingdom

James Hay Online

The Modular iPlan brings together pensions, savings and investments in one secure place. With our market-leading SIPP at its core, our flexible platform gives you all the tools you need to future-proof your clients’ assets. Flexible - Our Modular iPlan provides the flexibility to amend, change and adopt new investment propositions as......

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......

London, United Kingdom

Kaizen Surveillance Solutions

Online case management workflows help compliance teams resolve market abuse cases faster, while our policy and rules manager and evidence log provide alerts and an archive of supporting information....

relevant regions
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 York, NY, United States

KY3P

Fraudsters and other criminal elements target companies' 3rd and 4th parties as the best and easiest route to attack and exploit. As firms increase reliance on “third party vendors” to deliver business-critical processes and services, oversight complexity also increases. We work with our global community of end users to realize......

relevant regions
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
Cheltenham, United Kingdom

Labyrinth

Cybercrime. Money laundering. Corruption. Terrorism.  labyrinth gives organisations the edge to tackle some of the most difficult challenges that face society. To connect the dots and see the big picture.  Built for creators (and the future) labyrinth empowers developers with an unlimited canvas to create mission-oriented data intelligence solutions. Build and deploy custom apps. Scale......

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......

London, United Kingdom

Layer Core

Today's ledgers and payment infrastructure aren’t designed for the modern world. Layer Core is an exoskeleton that revolutionizes existing systems without a rebuild or transformation....

relevant regions
Frankfurt, Germany

Leanr

Leanr is a SaaS solution widely adopted across various industries, focusing on sales enablement processes. It streamlines the efficient creation, updating, and collaborative editing of content, providing structured management based on a predefined rights and roles concept. Leanr facilitates tailored presentation content, ensuring precise control over its use by different......

relevant regions
London, United Kingdom

Lending

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

relevant regions
Zurich, Switzerland

Loan Originations

Atfinity gives you a powerful tool to automate all steps of loan origination: Collect all necessary information Query relevant databases Apply your risk and credit scoring Follow approval workflows and push approved loans into your core systems With Atfinity, all this can happen in an intuitive user interface, fully integrated with external APIs and current......

relevant regions
London, United Kingdom

LSEG Widget Capabilities

Wealth management firms are entering a new phase of digital transformation. FinTechs are bringing new capabilities and approaches, and non-traditional tech competitors have established a higher bar for client expectations. The world is evolving, client experiences and engagement models are changing constantly, and the urgency has never been greater for......

relevant regions
London, United Kingdom

LSEG Workspace

Your personal ecosystem of insights, news, and analytics In today’s fiercely competitive market, we understand the immense pressure you face to attract, engage, and retain clients. Purpose-built especially for wealth advisors, LSEG Workspace empowers you to serve more clients by optimising your time spent searching for insights and helping you stay......

relevant regions
London, United Kingdom

LSEG World-Check

Help meet your regulatory obligations, make informed decisions, and prevent your business from being used to launder the proceeds of financial crime or associated with corrupt practices. For over two decades the World-Check database has been delivering accurate and reliable information to help financial institutions, the regulated non-banking sector and companies......

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
Zug, Switzerland

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
Fareham, United Kingdom

Mailock

Ensuring that confidential information is delivered securely to the right recipients is paramount across the financial services sector. As part of a regulated sector, financial services businesses understand that they have a duty of care that extends beyond pure legal and compliance requirements to secure their own and clients' information. Mailock creates......

relevant regions
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
La Jolla, CA, 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....

relevant regions
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......

relevant regions
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

With the most secure and versatile core platform for institutional digital asset management. Store, trade and transfer Thousands of digital assets Tokenize and manage Regulated and non-regulated assets Connect and embed Into all relevant Web3 DApps securely...

relevant regions
Fort Worth, TX, 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
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
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......

Henley-in-Arden, United Kingdom

moneyinfo wealth

Imagine being able to give your clients the ability to access all of their financial data, on the move, 24/7... The freedom this would give them, and how this could revolutionise your relationship with them. Not only will they be able to access their investments and pension and general savings portfolios,......

relevant regions
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
Alpharetta, GA, United States

Movius MultiLine

Safeguard company data with robust security controls MultiLine encrypts voice and text messages and stores only basic call information on the device. The MultiLine mobile app can be secured with popular EMM / MAM software and deleted from an employee’s phone in seconds, over the air. Mobile recording for compliance and quality......

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
London, United Kingdom

MyFace

Combat deepfakes and Generative AI Protect your business against fraudsters trying to spoof your systems. Yoti has developed a suite of complementary solutions to ensure you know your customers. Each service can be used to bolster your existing verification processes, or used together to ensure you know your customers are real people,......

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
Toronto, ON, Canada

My Insurance

Be one of the first insurance providers to offer your customers next-generation digital experiences with 1:1 personalized interactions across your digital channels. Drive engagement and usage of your products with a dynamic recommendation feed, pre-packaged with various relevant offers and guidance, from underwriting to claim resolution. My Insurance Experience Modules Pre-built packages......

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......

Chicago, IL, United States

Network

Managed Switch Any office with more than one computer depends on a switch to connect the different devices to a network. We provide remote management and maintenance of network switches to remove the networking burden from your team. Managed Firewall Firewalls secure an environment from the threats of the outside world. We provide......

relevant regions
Austin, TX, United States

Network Access Control

No more MFA fatigue. No more forgotten passwords. Credentials are the weakest link no matter how strong your security posture. Implement passwordless authentication with digital certificates and never worry about a phishing attempt to steal passwords ever again. Portnox can be your certificate authority or integrate with a 3rd party. We also......

relevant regions
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

Newsletters & Briefings

Human-curated insights Curated and fully editorialized by analysts to keep you knowledgeable and informed, separating the signal from the noise. Expansive coverage, bite-sized insights Get a full picture of major events in earned and social media, packaged to be read as often as daily. Tailored to your needs Customized competitor insights and industry news based......

La Jolla, CA, 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......

Miami, FL, 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
Salisbury, United Kingdom

Nucleus Wrap

One platform, one vision, leading technologyThe Nucleus wrap allows you to combine, or wrap, all of your clients’ investments into a single, manageable online account through a modern, service orientated, open architecture platform. This gives you the freedom to create financial plans to suit each and every client quickly and efficiently. Intuitive The Nucleus......

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......

relevant regions
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......

relevant regions
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......

relevant regions
Aliso Viejo, 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....

New York, NY, United States

OpenFin Container

If it runs in Google Chrome, it runs on OpenFin Building apps on OpenFin couldn’t be easier. Any web app that runs in Google Chrome can run on OpenFin OS unmodified and in a matter of seconds. OpenFin APIs (usually <1% of code) enable windowing, interoperability, and system access. Built On Web......

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......

relevant regions
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......

London, United Kingdom

Operational Accounts

What you get Unlimited accounts Get as many GBP current accounts as you need, with instant transfers between them. Seamless API integration Embed operational accounts directly into your tech stack using our API. Competitive interest rates Earn interest without losing access to your operational funds. Payments Send and receive payments via the UK’s major payment rails....

relevant regions
Zurich, Switzerland

Order and Execution Management

Wyden's Crypto Trading OEMS Offers Full Automation Wyden’s advanced crypto trading OEMS automates the entire trade lifecycle. Pre-trade Trade Post-trade Wyden’s Crypto Trading OEMS Offers Best-in-class Connectivity Access to more than 35+ of the largest crypto exchanges, brokers, and OTC desks worldwide....

relevant regions
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......

relevant regions
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....

relevant regions
Edinburgh, United Kingdom

Origo Dashboard Connector

The Pensions Dashboards Programme has given clear timescales for pension providers and administrators to connect to the pensions dashboard. This is a complex task, so we are launching Origo Dashboard Connector, a comprehensive and cost-effective way for providers and administrators to connect to the pensions dashboard – often referred to......

relevant regions
Edinburgh, United Kingdom

Origo Integration Hub

Connect once to our Hub, connect to everyone Our Integration Hub sits in-between platforms and adviser software suppliers, providing benefits such as: Significantly improved integrations between organisations - removing complexity and additional maintenance. Simplified integration with trading partners. Removing the need to undertake a new IT build each time. Simplified integration process. By supporting......

relevant regions
Edinburgh, United Kingdom

Origo Mortality Screening

Mortality Screening Reduce fraud and identify significant savings through reduced annuity write-offs. 'Gone Away' Tracing Reunite customers with their assets by cleansing your data and keeping your customer records up-to-date. Lexis Nexis In association with Lexis Nexis, one of the leading data services companies in the UK. Helping you to manage customer data We work in association......

relevant regions
Edinburgh, United Kingdom

Origo Transfer Service

The Only Complete Transfer Service Transfer times reduced by 80%, with many in less than one hour Handling over one million transfers each year Over £41.5 billion of customer assets transferred annually The UK Market Leader Launched in 2008, the Origo Transfer Service was the first of its kind available in the UK. It is......

relevant regions
Edinburgh, United Kingdom

Origo Transfer Tracking

The service is available through our Integration Hub enabling advisers to track the progress of their client’s transfers online. The service provides real-time information which means no more calls from advisers chasing up on progress updates. For advisers Financial advisers will be able to see and track the progress of their clients'......

relevant regions
Amsterdam, Netherlands

Palmyra

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

relevant regions
Paris, France

Particeep White Label Financial Distribution Platform

A turnkey and customizable platform to distribute your financial products Dematerialization of customer knowledge Collect online all the data and documents of your customers. Connect account aggregators and define your customer’s profile to offer the products and services that best suit them. 100 % online subscription to your offer Your product offering becomes available......

relevant regions
Bristol, United Kingdom

Pass-through Voting

Full voting flexibility Tumelo enables investors to have total flexibility on how they vote, and how often. Investors can use a voting policy, or vote on individual proposals at companies to which they have greatest exposure, or on topics that align most closely with their strategy and values. Investors can even do......

relevant regions
London, 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......

relevant regions
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......

relevant regions
South San Francisco, CA, United States

Payment Links

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

relevant regions
London, United Kingdom

Payment Orchestration

Simplifying the complex Form3 Payment Orchestration delivers a comprehensive solution that coordinates calls between internal and external systems, enabling banks to dynamically configure, and reconfigure payment workflows for successful transaction processing. Our flexible orchestration engine empowers banks to embrace propositional, technological or organisational change at pace. With Form3 Payment Orchestration, configurational......

relevant regions
London, United Kingdom

Payment Platform

End-to-end payment processing in real-time Form3 has a complete Payments-as-a-Service offering for your mission-critical payments operations. You can focus your resources on delivering value to customers, and not on maintaining legacy payments infrastructure. Form3 follows a dev-ops approach with focus on information security, delivering a continuously updated and secure platform that has......

relevant regions
London, United Kingdom

Payments

Simple integration Connecting to payment rails is easy with purpose-built APIs supported by clear documentation. Webhook events Set up real-time notifications for all payment activity across your accounts. Transparent processing Get full visibility on the status of your payment at every stage of the process....

relevant regions
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....

South San Francisco, CA, United States

Payments

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

relevant regions
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......

Stavanger, Norway

Pension as a Service

Shorten your time to market with an all-inclusive white label solution Integrated pension wrapper Scalable SaaS Solution Pay-as-you-go agreement White label API first ...

relevant regions
London, United Kingdom

Pension Drawdown Administration Software

This solution covers the complete operations lifecycle from consolidating retirement assets, reporting live balances, adjusting ongoing contribution patterns, hanging investments, and “pot”/”goal” management through to setting up regular vs. ad-hoc withdrawals, expedient tax-free cash outs (UFPLS and PCLS in the UK), supporting one-off and regular withdrawals and administering pension payroll.......

relevant regions
New York, NY, United States

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......

relevant regions
Singapore, Singapore

Platform

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

United States

Platform

Using thousands of unique data sources combined with custom tools and applications for advanced analytics, calculations, and other derived content, we provide high-quality data aggregation and enrichment in a fraction of the time and cost a ground-up solution would require. With the scale and leverage of our custom-build technology platform,......

relevant regions
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......

relevant regions
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......

relevant regions
Austin, TX, United States

Portnox Cloud

Cloud-native zero trust access control essentials The Portnox Cloud delivers the best value in cyber security today, enabling companies to implement zero-trust across several areas of their security stack simultaneously. But that’s not all – easy deployment and scalability paired with no maintenance make Portnox headache-free, freeing up your IT security......

relevant regions
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......

Harpenden, United Kingdom

Pousto

The system was created as a result of Actuare modelling the buy-side workflows across the front office, dealing and settlements for FX accommodation deals. FX workflows Pousto facilitates simple FX order management and includes: Order passing Dealing (with assignment) Matching Netting and settlement A solid platform for operations Pousto is a flexible framework for order management and transaction......

relevant regions
Sydney, NSW, Australia

Practifi Sandbox

A safe place to test, train and innovate Practifi Sandbox helps fuel your firm’s innovation by providing a safe environment to facilitate team training, upgrade your platform and test new customizations. Train teams quickly Train your teams on new product features or customizations in an isolated environment. Manage risks effectively Test new product releases and customizations......

relevant regions
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......

Chicago, IL, United States

Private Cloud

Highly Available Storage is generally a key component of any environment and, as a result, failures usually have broad consequences. We architect our storage solutions to have physical, logical, and software redundancy. Performance We offer multiple models for different profiles of storage need. Our high-performance model is architected for IOPS, latency and throughput......

relevant regions
London, United Kingdom

Private Wealth

Bespoke withholding tax solutions for: Retail Banks Wealth Managers Family Offices High-Net-Worth Individuals At the heart of your reclaim network Tax Advisors Wealth Managers Foreign Tax Offices High-Net-Worth Individuals Foreign Issuers Private Banks ...

relevant regions
Warrington, United Kingdom

Process Assessment Tool

Can I automate this? Will I gain any business value from that automation? The Process Assessment Tool will answer your most critical questions and set you on the right path to creating a consistent pipeline of automation opportunities. Taking the guesswork out of intelligent automation We're taking the guesswork out of intelligent......

relevant regions
Warrington, United Kingdom

Process Intelligence

What Is Process Intelligence? Process Intelligence includes process mining and task mining, with analytics to capture a highly accurate, data-driven view of your current processes and tasks. It uses primary path analysis, what-if modeling and predictive simulations to find the optimum process and task flows, enabling you to optimize as you go......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
London, United Kingdom

QomplyDirect

Firms wishing to undergo a staged migration may elect to continue using the ARM to submit their data in conjunction with QomplyDirect as it can connect directly to most leading ARMs. Users are able to monitor report status through one portal – QomplyDirect. For firms wishing to implement a completely “hands-off”......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
Redondo Beach, 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......

South 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......

relevant regions
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......

Los Angeles, CA, United States

RDocs®

RDocs™ empowers you to protect, control, track, or kill access to documents in-the-ether, even after sending. The only EDRM platform built on 20 years of leadership in email security and compliance. Why We Are Unique Finally, DRM that is easy enough for real people to actually use; we’re never going to require readers......

relevant regions
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......

Zurich, Switzerland

reclaimer

reclaimer® is a user-friendly web-application that manages and optimises the entire process for withholding tax relief at source and reclaim: from data import and validation, to data enrichment, reclaim/relief calculation, document production, and cash allocation. Increased after-tax return Withholding taxes on dividends and interest income reduces return on investment; reclaiming them, where......

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......

relevant regions
Epalinges, Switzerland

RegData Protection Suite (RPS)

  RPS offers 4 essential services: Data Protection Static and dynamic protectyion for confidential customer data, with all of our protection libraries: Anonymization, pseudonymization, encyption, and tokenization. Data Compliance The challenge is to provide security and compliance reports automatically, in real time that are auditable. These reports play the role of proof where all protection and......

relevant regions
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......

relevant regions
London, United Kingdom

ReportAssure: Quality Assurance

Covering MiFID (MiFIR), EMIR, CFTC, MAS, ASIC and SFTR, Qomply delivers one of the most comprehensive arsenals of accuracy checks in the industry. Qomply’s Transaction Report Diagnostic Auditor is powered by a proprietary assurance engine that checks every single piece of transaction report data for accuracy – performing a sophisticated......

relevant regions
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......

relevant regions
London, United Kingdom

ReportShield™ Quality Assurance

Designed by former regulators and experienced industry specialists, ReportShield™ comprises four key solutions: Accuracy Testing The testing gold standard, Kaizen’s automated testing performs thousands of tests on all your records submitted and accepted by the regulator, trade repository, swap data repository, or ARM. This depth of testing is unique to Kaizen and......

relevant regions
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......

London, United Kingdom

Research Management

Key features: Accurate monitoring and reporting of research costs as well as a macro research news content feed Machine learning model that scrapes through communications to check that free research is not used as an inducement Workflow tools to show research consumption, broker interactions and user voting to ensure costs are fair value Internal......

relevant regions
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......

relevant regions
North Salt Lake, UT, United States

RightBRIDGE Dashboard

Case Activity Statistics Widget This widget provides a quick summary of system activity based on multiple criteria. From different points in this widget a user may click to a case, a case history, or a filtered set of cases in the case explorer. Case Explorer The case explorer presents case data in a......

relevant regions
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
Athens, Greece

RiskAvert

RiskAvert is the modern risk management solution that allows financial institutions to gather and reconcile data, calculate, aggregate and report regulatory credit, market, operational and concentration risk in a natively integrated, yet modular environment. It covers all approaches for operational, market and credit risk calculation allowing the bank to evolve from......

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
Boca Raton, FL, United States

Robo-advisor API

ETNA robo-advisory API lets alternative investment firms to focus on unique algorithms and user experience without having to implement the trading infrastructure. Place orders across client profiles and execute simultaneously in individual client accounts or trade from a consolidated master account and use our trade allocation module. ETNA's robo-advisor API enables easy access to OMS/EMS to automate execution, pre-......

relevant regions
Warrington, United Kingdom

Robotic Operating Model 2

No matter where you are on your intelligent automation journey, ROM2 is the formula for success, driving growth in your organization. What ROM2 will do for you Vision - Build a strategy and governance framework to support your organization’s vision. Unified workforce - Transition towards a unified workforce, seamlessly connecting people and digital co-workers. Transformational......

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......

relevant regions
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

Safeguarding Accounts

Who is this for? Our safeguarding services are for FCA-regulated electronic money institutions and payments institutions. Earn interest Maximise your earnings with competitive interest rates. Simplify reconciliation Instantly reconcile customer funds with our ledger, or integrate your own solution via API. Streamline KYC Automate KYC and KYB checks for new and existing customers with Verify. Get set up......

relevant regions
London, United Kingdom

Savings

Bondsmith is an FCA-regulated financial technology company that empowers our clients to make the most of their cash by delivering innovate savings solutions. Whether you’re a Fintech, wealth manager, investment platform, private bank, IFA or pensions administrator, Bondsmith can help you provide better solutions for cash. From embedded and integrated......

relevant regions
London, United Kingdom

Savings Accounts

Who is this for? Our embedded savings accounts are for UK limited companies who serve SMEs or consumers. As this is a white-label product, you don’t need any specific regulatory permissions. Help your customers save Engage and retain customers with competitive interest rates. Own your user experience Embed white-label savings accounts directly into your app......

relevant regions
New York, United States

Savvy for Advisors

Find the right wealth manager for you Savvy's team comprises exceptional and seasoned financial advisors. We are ready to offer personalized assistance in crafting bespoke financial plans that perfectly align with the unique needs and goals of each client....

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
New York, NY, United States

Secondary Trading

The robust features and tools you need Deliver access, liquidity, and transparency for investors in your secondary market. Patent Pending Technology Quotation Bureau & Qualified Matching System White Label Or API Deployment Manage Your Marketplace Monitoring Via A Robust Risk & Surveillance Engine One Partner For End-To-End Support ...

relevant regions
Chicago, IL, United States

Security

Directory Services Active Directory is the basis for managing the access and policies of your employees. We provide the facilities to manage directory instances locally, in our data centers, or in a distributed manner User management  Deep Systems assists with the on-boarding and off-boarding of employees while maintaining a full audit history. We......

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......

relevant regions
Fentange, Luxembourg

SeeZam

Storage (distribution) Distribute automatically and securely the documents produced by your HR or business software to your employees, customers and counterparties: payslips, evaluation forms, planning sheets, performance reports, scores, schedules... Sharing Subscribe to your own virtual safe room and share information and files of any kind in total confidentiality. Benefit from this hyper-secure......

relevant regions
Surrey Hills, VIC, Australia

Selfwealth Adviser

We know your time is important and we aim to deliver an intuitive, user-friendly platform for advisers to manage their clients’ wealth so you can focus on what matters most. With Selfwealth Adviser, your business really matters to us, and we give our service a personal touch, making ourselves available to......

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
San Francisco, CA, United States

Service Cloud

Start your AI and data journey with Einstein 1 Service and Field Service Deliver personalized support from self-service to the contact center to the field at scale with trusted AI and data. Bring every support process onto the Einstein 1 Platform with Service Cloud and Field Service so you can decrease costs and......

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......

relevant regions
London, United Kingdom

Shareholding Disclosure

The service includes a digital platform accessed via a single user interface that automates the monitoring and reporting of all 400+ rules. The system includes pre-populated disclosure forms, alerts for different rule types, and sends the user alerts on actions they need to take. Supported by aosphere’s rules library, the......

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......

relevant regions
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
Tel Aviv, Israel

Shield

Powerful. Explainable. Customizable. It takes advanced tech to make communication compliance simple. All your data, ready to review Data from every source, in every format, from every member of your team – including voice data and data in other languages. Now complete, clean, enriched, managed, and retained. Every search optimized Rapid search helps everyone find......

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
South 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

Single Rulebook

Single Rulebook is Kaizen’s easy-to-use software solution that enables you to search, share and manage regulatory rules on one digital platform. With Single Rulebook, you can: Search the right regulation or information you’re looking for using literal or semantic search. Collaborate with your team or organisation on regulation by adding comments and notes......

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......

London, United Kingdom

Smartr365

Your mortgage business managed Smart365 delivers time saving tools, greater transparency and powerful insights for a smoother, more efficient business. It adds value for advisors and their clients at every step of the mortgage process. Visibility of your entire business with a clear dashboard overview API enabled for a true straight-through mortgage process;......

relevant regions
Leeds, United Kingdom

SmartSearch

Individual and business AML checks for compliance By simply entering the individual’s name, address and date of birth, SmartSearch will complete a full AML check - including automatic worldwide Sanction and PEP screening - giving you a clear pass or refer result in a matter of seconds. AML compliance for UK and......

relevant regions
Adelaide, SA, 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
Warrington, United Kingdom

SS&C Blue Prism Cloud

What is Cloud? Cloud automation combines our proven intelligent automation technology — digital workers with built-in artificial intelligence (AI) and seamless integration capabilities — to bring you a fully hosted and fully managed platform delivered from the Microsoft Azure or AWS cloud. Dedicated to you, Cloud is powered with the latest capabilities......

relevant regions
Warrington, United Kingdom

SS&C Blue Prism Enterprise

With your new unified workforce, your people are free to focus on customers and creative, high-value projects — the transformational work that matters most to your business. Foster teamwork between your people and automation What if your organization had access to an unlimited workforce of digital workers, ready to help you 24/7?......

relevant regions
Windsor, CT, United States

SS&C Hubwise

SS&C Hubwise is more than just a client service and accounting platform, it integrates all your processing needs. Let us show you how you can manage your operations and leave you to what you do best, manage your firm and deliver the highest client standards. A New Engine to Drive Future......

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......

Halifax, United Kingdom

SSP Adviser

We've been here for a while At SSP, we're proud to have a team of highly motivated, experienced, and talented professionals who have been shaping insurance technology for many years. Our solutions have helped some of the most well-known and respected insurance organizations worldwide, including Legal & General, Direct Line Group,......

relevant regions
Zurich, Switzerland

Staking

Seamlessly integrated institutional-grade trading, custody, and staking of crypto assets Custodial staking with Crypto Finance ensures that clients do not need to think about blockchain-related operations. We manage the end-to-end operational flow. Start staking now with Crypto Finance and get staking rewards Institutional participants can now start staking crypto assets effortlessly: Easily enable your own staking products Put your......

relevant regions
London, United Kingdom

SteelEye

Not only have regulatory requirements become onerous, they are constantly growing, and each piece of legislation is large and complex. This has increased the pressure on the compliance function - driving up costs and the demand for skilled staff. SteelEye enables you to effortlessly bring together your structured and unstructured data from disparate systems, store that data in an......

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
Amsterdam, Netherlands

Surfly

Surfly is a universal co-browsing technology that helps leading organizations across many different industries to visually engage and collaborate online. Surfly's co-browsing technology is powerful but easy to use. Without requiring downloads or installation you can view the web-browser of a customer on any website or web application in real-time. We......

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

Run test plans and receive feedback instantly as part of a Development or QA cycle and see how your projects benefit from shortened testing timelines, improved quality, and increased confidence in your results. Features include: Full Validation Coverage – From validation of the message structure to cross-field Network Validation Rules the Transformer SWIFT Tester comprehensively......

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
New York, NY, 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
Pune, India

Syndicate Research

Our syndicate research reports are based on extensive research and analysis and cover various aspects of an industry or market. These research reports provide a thorough analysis of industry trends, competitive landscape, market dynamics, and key players. Our clients find these reports critical to their strategic planning, enabling them to make......

relevant regions
Seattle, WA, United States

Tableau Advanced Management

Tableau Advanced Management brings together manageability, security, and scalability capabilities for customers running Tableau in mission-critical use cases. Advanced Management makes it easier to understand your Tableau ecosystem whether you’re using Tableau Cloud or Tableau Server. With Advanced Management’s highly configurable capabilities, administrators can meet tough security requirements while delivering......

relevant regions
Seattle, WA, United States

Tableau AI

Tableau AI brings trusted generative AI to the entire Tableau Platform to democratize data analysis and simplify insights consumption at scale. This next generation of Tableau accelerates time to value and reduces repetitive tasks for the data analyst with smart suggestions and in-product guidance. And because Tableau AI is built......

relevant regions
Seattle, WA, United States

Tableau Cloud

As a fast, flexible, easy-to-use self-service platform designed to fit your enterprise architecture, it streamlines the power of data to make people faster and more confident decision makers from anywhere. Prepare your data, author, analyze, collaborate, publish, and share in Tableau Cloud. Tableau Pulse is now generally available on Tableau Cloud,......

relevant regions
Seattle, WA, United States

Tableau Desktop

With an intuitive drag and drop interface, you can uncover the hidden insights you need to make impactful business decisions faster, even when you are offline. All while leveraging trusted and governed data in a secure self-service environment. Tableau Desktop capabilities Power real-time data exploration Automate augmented insights Drive smarter decisions with AI Share and......

relevant regions
Seattle, WA, United States

Tableau Prep

Tableau Prep Builder provides a modern approach to data preparation, making it easier and faster to combine, shape, and clean data for analysis within Tableau. By providing a visual and direct path to prep your data, you can get your hands on quality data in just a few clicks. Tableau Prep......

relevant regions
Seattle, WA, United States

Tableau Pulse

Tableau Pulse is a reimagined data experience, built on the Tableau platform, that empowers every employee with intelligent, personalized, and contextual insights delivered in the flow of work. Tableau Pulse helps everyone in your organization integrate data into their daily jobs to make better, faster decisions. Without having to learn......

relevant regions
Seattle, WA, United States

Tableau Server

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 predefined questions, wizards, or chart types. Have the peace of mind that both your data and your analytics are governed, secure,......

relevant regions
Austin, TX, United States

TACACS+

Knock, knock. Who's there? Zero trust remote access to your infrastructure is now easier than ever thanks to simple, secure user authentication via cloud RADIUS, Open LDAP, or Active Directory integration. Sorry, VIPs only A key aspect of any comprehensive zero trust strategy is least-privileged access - just because you’re in IT doesn’t......

relevant regions
Munich, Germany

Tangany

Tangany suite Bridge the gap with technical confidence and regulatory security Access the world of digital assets with ease, leveraging the technical and regulatory framework of Tangany. Features Core Custody Solution - Our Wallet-as-a-Service (WaaS) core custody solution offers maximum security and flexibility for your digital assets. Crypto Accounting - Integrate full bookkeeping for digital assets......

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
South 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 -......

relevant regions
Geneva, Switzerland

Temenos Securities

In a complex and ever-changing environment where the institutions are faced with reduced margins, increased client demand and new regulations, the need is for flexible, modular, scalable, packaged and highly automated solutions to simplify operations, adapt to sudden changes, remain compliant and minimize disruptions. Temenos Securities is a real-time easy -to......

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......

relevant regions
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......

Amsterdam, Netherlands

The Engagement Banking Platform

Today's private banking clients expect the perfect blend of digital and personal. With Backbase, you can deliver superior experiences and exceptional service on any channel. You'll get ahead of client expectations and become the go-to provider for all their financial needs. The result? A high tech, high touch banking experience......

relevant regions
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......

relevant regions
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

TLS Plus

Guaranteed encryption StayPrivate works at a mail server level, checking every email sent to an external domain. If TLS is present and properly configured on the recipient mail server, the email is sent as normal. If not, StayPrivate steps in and encrypts the email directly. Be confident that every email you send is......

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
Zurich, Switzerland

Tokenisation

Secure infrastructure, proper governance, and customised control processes Our cutting-edge infrastructure and services help you issue, manage, and store your blockchain-based assets securely and independently. Innovate through tokenisation to prepare your organisation for the future. Innovate through tokenisation Tokenisation simplifies the creation of transaction securities and as a result assures liquidity, transparency, and accessibility. Security: with integrated......

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
Chicago, IL, United States

Trade Connectivity

Order Gateways We provide normalized access to regulated venues, broker dealers, and any other entity that accepts orders regardless of the protocol. The system is architected to be ultra-low latency without sacrificing reliability. In-Process Gateways In-Process gateways permit orders to be encoded and sent in the same process as your code. This reduces......

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......

West Chester, PA, United States

Trade Settlements

Shortened settlement timelines. Increased fail penalties. It’s no surprise that many firms struggle to adapt to new requirements. An all-encompassing solution, STP’s Trade Settlement services offers comprehensive post-trade processing. ...

relevant regions
Dublin, Ireland

Transaction Monitoring

Fenergo’s Transaction Monitoring tools offer effective, data-driven continuous transaction monitoring and alert management that reduces false positives, allowing you to focus resources on higher-risk customers and maintain AML compliance at scale. Manage Compliance & Reduce Risk - Future-proof compliance with pre-packaged detection rules, workflows and reports, as well as continuous monitoring......

relevant regions
London, United Kingdom

Transaction Monitoring

Boost team efficiency Use one tool to manage the whole process, with less false positives and easier case management. Safeguard your revenue Detect signs of fraud in real-time. Data-driven approaches help you prevent money losses. Stay AML-compliant Connect KYC, AML, and KYB verification with transaction monitoring to detect and report any suspicious activity Get one solution......

relevant regions
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

Launch projects fast No coding or scripting required. Create complex mappings using Transformer’s inbuilt actions, simply by dragging and dropping. Ready built libraries Transformer’s comprehensive message and mapping libraries provide an easy-to-understand view of every aspect of financial standards, no matter how complex. Deploy anywhere Transformer has a simple API. Rapidly deploy your solution into......

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

Treasury

We are able to source and introduce depositors to quality banks where the product and rate offers a complimentary and enhanced addition to existing arrangements. In most case this is an addition of a new counterparty within investment criteria and include ensuring that products and rates being achieved with existing counterparties......

relevant regions
San Francisco, CA, United States

Treasury

Delivering liquidity and funding remains the treasury function’s primary focus. But its role has expanded and become more complex driving the need for a consolidated approach enabling you to: Focus on business/clients, rather than manual processes Enable complex pricing and operations for derivatives hedging Consolidate your view of activities across trading, banking, and......

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
Fort Worth, TX, 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
Singapore, Singapore

TWINN

Banking transformation agendas have changed since the pandemic. The days of temporary fixes are over but even plans to replace legacy banking systems are being reviewed. This is because the leeway for transformation has shrunk dramatically. Banks hoping to implement digital capabilities over an extended time frame must now do so......

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......

London, United Kingdom

Unified Transfer Manager

The solution supports seamless communication, document exchange and no-code connectivity to transfer messaging services like Origo and Altus. It is fully automated and data-rich, allowing you to provide smooth transfer experiences for your customers and improve the pace of asset consolidation to your products....

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......

London, United Kingdom

User Verification

Maintain full compliance Stay compliant anywhere. Flexible user verification, PoA checks, AML screening, and custom questionnaires. Steer clear of all fraud Get multilayered protection to prevent all types of synthetic fraud, identity theft, and document forgery. Get more global business Establish seamless onboarding and verify users worldwide in under 30 seconds—with top pass rates. ID verification Verify......

relevant regions
Warrington, United Kingdom

UX Builder

Accelerate digital transformation Innovate faster and smarter with UX Builder. Break through development bottlenecks by giving business users app development capabilities. What can UX Builder do for you? UX Builder helps businesses succeed in their digital transformations by reducing app development time from months to days - sometimes hours. With UX Builder, business......

relevant regions
Arlington, TX, United States

Vantage Deal Suite™

Vantage’s Deal Manager – Vantage Deal Suite™ can streamline the stages of a deal, enhance due diligence, reduces costs, and expedite the deal flow process. Effective deal flow management can mean the difference between missing an opportunity and landing a lucrative investment. By leveraging a specialized yet flexible deal management solution, investment......

relevant regions
Arlington, TX, United States

Vantage Fundraising™

Vantage’s Fundraising Portal – Vantage Fundraising ™ provides an automated investor onboarding process. Our Fundraising portal streamlines your Fundraising process from start to finish. An intuitive, robust, and secure platform, Vantage Fundraising Software integrates with our powerful CRM, Accounting, and Investor Portal. The Fundraising portal will help you to raise capital......

relevant regions
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
Tallinn, Estonia

Veriff

Simplify, comply, verify Standing up to fraud and delivering a superior user experience no longer requires compromise. Maximize conversions Make it easy for customers to verify their identities with a simple user experience and real-time end user feedback with Assisted Image Capture. Automate onboarding Using AI and machine-learning, we offer a fully automated verification product......

relevant regions
Yvelines, 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
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
Lisbon, Portugal

Wealth Management

With a deep understanding of the financial industry and its unique complexities, we deliver tailored solutions that empower you to effectively manage and grow your clients' wealth. Trust in our expertise to create innovative software that provides comprehensive portfolio management, intelligent financial analytics, and seamless integration with third-party platforms, empowering......

relevant regions
Salisbury, United Kingdom

Wealthtime

The rebrand, which will come into effect in the second half of the ye