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Trading & Back Office
Trading & Back Office solutions remain fundamental to the set-up and successful delivery of many wealth management businesses, and, due to the broad and ongoing changes taking place around the technological capabilities available to wealth managers, this area also continues to evolve. Our Trading & Back Office business need is a resource to support any wealth manager discover, understand and engage with the growing number of solutions and solution providers in this area.
- Total Solutions470
- Solution Providers255
- Knowledge Resources80
Featured Solutions
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
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Luxembourg, Luxembourg
FundsDLT Platform Solution
FundsDLT Platform Solution for wealth managers FundsDLT provides a shared platform built on distributed ledger technology. It aims to generate efficiencies, transparency and better client experience all along the investment fund distribution chain. Wealth managers can streamline a range of tasks by using the FundsDLT blockchain to automate processes in a......
Client type
Tel-Aviv, Israel
Solution for the Private Wealth Industry and Distributors
Automate and streamline your structured product business. From the wealth team of a retail bank to a private banking institution, a family office or a wealth manager, the structured investments shall be easy to access, analyse, manage and execute. In a persistently low-interest-rate environment, investors are seeking more yield and better......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
London, United Kingdom
Alternative Fund Administration
As part of ObjectwayPlatform, the Alternative Fund Administration process is where Alternative Investments meets administrative, operational and regulatory requirements in the alternative fund management such as real estate funds, private equity and hedge funds with a unique, flexible and user-friendly solution, in line with regulatory requirements. The platform offers functional coverage......
Client type
Relevant Regions
London, United Kingdom
BPaaS
We provide Wealth and Asset Managers with tailor made Business Process as a Service that increases the efficiency of their operations based on our software solutions, know-how, experience and end-to-end delivery capabilities. Objectwayexpertise covers the management needs of every type of service and investment. Delivery takes place with a 360° vision......
Client type
Relevant Regions
London, United Kingdom
Core Banking Operations
As part of ObjectwayPlatform, Core Banking Operations consists of a complete set of interoperable yet independent modules supporting the full spectrum of services offered today by a modern private bank, covering securities management services, cash & payments, FX & treasury and credits & loans. All supported with straight through processing automation,......
Client type
Relevant Regions
London, United Kingdom
Mutual Fund Administration
As part of ObjectwayPlatform, the Mutual Fund Administration process covers all back-office needs of a fund manager or outsourcer, through the accounting of mutual funds, share price calculation (Net Asset Value), control of regulatory constraints and fund rules. It also manages investment fund participation (Transfer Agency) with maximum flexibility in compliance......
Client type
Relevant Regions
London, United Kingdom
Portfolio Management
As part of Objectway Platform, Portfolio Management is a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution....
Client type
Relevant Regions
London, United Kingdom
Securities & Back Office
As part of ObjectwayPlatform, Securities Back-Office is a multi-currency, multi-entity securities back-office solution that assures the fluid cooperation of all actors in a financial services firm. Securities Back-Office offers full control of cash and securities management, with an overview of account balances and expected movements. It automates post-negotiation activities such as......
Client type
Relevant Regions
Athens, Greece
Axia Suite
Axia is the cloud/web-based, omnichannel solution for advanced investment management operations. Axia is the evolution of the market proven flagship Profile's platform for the industry incorporating all the modern technologies and functionalities to drive competitiveness and efficiency across your operations and client service. It enhances business agility through a quick......
Client type
Relevant Regions
Zurich, Switzerland
ImpaQt+
ImpaQt Wealth is a modular, end-to-end advisory and discretionary portfolio management system featuring a modern UI, state-of-the-art risk engine, and award-winning portfolio optimizer. Seamlessly integrating sustainability preferences and ensuring reporting compliance throughout the entire client lifecycle, ImpaQt Wealth can be integrated as a standalone solution or via API and is......
Client type
Relevant Regions
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
London, United Kingdom
7IM Platform
7IM Platform in numbers (31 May 2022) GB£14.2 billion AUM 36,679 clients 2,033 advisers Easy to do business with Superior service and convenience are always priorities for us, so you can tailor the platform to the way you want to do business. Our platform streamlines your admin, connecting to all leading back-office and data services, allowing......
relevant regions
Indianapolis, IN, United States
Accounting & Back Office Support
What You Receive Monthly Reporting An Expert Team Data Reconciliation System Support Operations Support A Proactive Approach ...
relevant regions
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
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
London, United Kingdom
Adjustment Factors Data
The file covers all corporate actions spanning multiple currencies for the same event. The main benefit of this feed over competitor feeds is that it can be fully automated, allowing the handling of messy cancellations and corporate action changes to happen seamlessly in the background. EDI has recently launched a new......
relevant regions
Windsor, CT, United States
Advent Outsourcing Services
Few organizations can match SS&C Advent’s depth of experience in operational outsourcing. Advent Outsourcing Services, the time-tested operational expertise behind the Advent Investment Suite, builds on this experience with cloud delivery capabilities, expanded and customizable technology options, and a wide selection of services. Tailored and scalable to your back office operational......
relevant regions
Windsor, CT, United States
Advent Rules Manager
Turn trading policies into automated processes Advent Rules Manager is a comprehensive solution for pre- and post-trading compliance, eliminating manual labor and improving accuracy. Working together with Advent’s Moxy trade order management system, Advent Rules Manager allows you to implement the proactive controls demanded by regulators, manage your clients’ complex restrictions, and improve......
relevant regions
Perth, WA, Australia
AdviserNET
AdviserNET delivers time-saving, business enhancing features like electronic applications, online transactions, customised client portfolios, an online share trading facility, profile modelling, client account summaries and up-to-date research. These features all help you to focus on what matters most – getting results for your clients and for your business. AdviserNET is Australia's......
relevant regions
Weston, MA, United States
Advisor360° Platform
Advisor Our advisor experience allows advisors to manage and grow their book of business in one place. Key features Advisor dashboard 1-Click Reviews® Portfolio & performance reporting Financial planning Proposal generation Insurance Trading & model management Customer relationship management Digital onboarding Document management Workflows Alerts Activity management Fee billing WealthGuide Client Our client experience lets advisors’ clients see integrated, holistic views of their complete financial lives through a simplified......
relevant regions
Dallas, TX, United States
AdvisorEXP
Our advisor dashboard, AdvisorEXP, offers efficient and reliable transaction processing, broker productivity tools and secure transmissions of customer and firm data. You get this with a single data source, making it the ideal solution for managing and expanding your business. Our platform is built on years of industry knowledge and hands-on......
relevant regions
Den Haag, Netherlands
Aegon Platform
A dedicated intermediated platform We’re totally focused on serving intermediaries like you – not competing with you. Working in partnership, we provide products and services to help you create financial planning solutions to get your clients closer to their financial goals. Market leading integration We work closely with leading suppliers of adviser software......
relevant regions
Manchester, United Kingdom
AJ Bell Investcentre
AJ Bell was founded in 1995 and has grown to become one of the UK’s largest investment platforms. It is a public limited company, listed on the Main Market of the London Stock Exchange. AJ Bell Media, a specialist financial media business, is also part of AJ Bell. Investcentre is AJ......
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 ...
relevant regions
New York, NY, United States
AlphaPoint Platform
Throughout every touchpoint in the digital asset and cryptocurrency trading and investment workflow, AlphaPoint technology and software enable clients to develop revenue streams from new asset classes, maximize liquidity, and transact business in the most efficient way possible. AlphaPoint is the only software provider in the space to deliver both asset......
relevant regions
Culver City, CA, United States
Altruist Platform
Altruist is a custodial solution for modern advisors You can rest easy that you’re working with a regulated brokerage, while getting personalized advice from your independent advisor. Through our affiliated FINRA member broker/dealer, SEC registered investment advisor, and our clearing partner, we ensure client accounts are regulated and secured. All accounts are SIPC......
relevant regions
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......
Dubai, United Arab Emirates
API
Retain control of your own applications and front-end. Enable investments in 8 asset classes worldwide through a single-frame connection. Set up as an omnibus; we also give you the ability to set up numbered sub-accounts. Introducing GTN - Powering your vision UX/UI Control - Customise your own UI/UX and maintain ownership of your customer......
relevant regions
Melbourne, VIC, Australia
API data and trading
Our high-performance API data feeds and trading infrastructure help hedge funds, investment banks, brokers, market makers, financial technology providers, and trading venues perform at their best with quality data delivered the way they want. All from one trusted source. We started as QuantHouse, the market leader in API trading technology. Now......
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
London, United Kingdom
Arbor Order Management System
Orders are processed through our highly sophisticated compliance engine giving you the peace of mind that you are not in breach of any investor prospectus. Arbor utilises easy to configure compliance and allocation rules which saves time by completely automating the trade booking process. Fills are received automatically via Arbor’s FIX......
relevant regions
Boston, United States
Asset Management
Advantages of a professionally managed solution. Asset Location Flexibility. Allocate to digital assets through a variety of account types, including tax-advantaged accounts. Secure Custody. Enjoy the security of Fidelity Digital Assets’ custody platform through turn-key solutions. Integrated Account Management. Manage digital assets alongside your broader portfolio of investments. Streamlined Onboarding. Experience efficient onboarding and quickly......
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
Singapore, Singapore
Athena
Athena is the simple and cost-effective automation of transaction monitoring for financial institutions governed by regulatory bodies such as the MAS in respect of combating money laundering and terrorism financing activities. The rules in Athena are designed specifically for the money remittance industry. Financial Action Task Force (FATF) recommends that on-going transaction monitoring must be......
relevant regions
New York, NY, United States
Athena Spark
Spark is the only OMS/PMS on the market to provide unified: Portfolio & Risk Management Trading Technology and Infrastructure Operations and Accounting Compliance and Controls Surveillance Data Warehouse/Reporting STP ...
relevant regions
Nidderaanwen, Luxembourg
attrax
Providing a strong platform on which it offers an extensive range of funds and related services, attrax acts as the clearing house and custodian for your international mutual funds business. Thanks to attrax’s client-focused approach to managing the contracts it signs with investment companies, you benefit from the pricing and......
relevant regions
Boston, MA, United States
Automated Tax Management & Trading
What is the difference between “automation” and 55ip’s “intelligent automation”? When your strategies are powered by 55ip, they benefit from sophisticated capabilities that aren’t just automating processes that save you critical time. Your portfolios are also benefiting from sophisticated algorithms that actively seek to reduce inefficiencies and take advantage of......
relevant regions
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
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
Seoul, Korea, Republic of
AXE
What is AXE? AXE is a deep-reinforcement-learning-based trading insights platform developed by Qraft Technologies and is one of the world’s first commercialized Deep Reinforcement Learning-driven AI Trading systems. The goal of AXE is to minimize the market impact of large orders and reduce transaction costs by discovering the most efficient trading strategies......
relevant regions
Athens, Greece
Axia Custody
Axia Custody supports post-trade processing for Global Custodian, Sub-Custodian, Agents and Mutual Fund Custodian delivering fully (STP) automated, 4-way matching and settlements ensuring improved communication among Market, Local Brokers, International Brokers, International Broker Agents, Sub-Custodians, and Clients. It is worth noting that the system has a 2-Way SWIFT (SMPG standards)......
relevant regions
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
Singapore, Singapore
Azentio ONECapital Markets
Azentio ONECapitalMarkets supports diverse segments like banks, wealth management, asset management, pension and hedge funds, family offices, trusts, registrars and transfer agents....
relevant regions
Lausanne, Switzerland
Azqore Essential
Software as a Service (SaaS) Integrated Information System (S2i) In an increasingly demanding environment, information system performance has become an issue of key importance. Our platform stands out because of it reliability, scope continuous evolution, productivity efficiency, as well as the pooling of investments and leveraging of cost savings. Onboarding When a private bank chooses to delegate the management of its banking operating system to us, it benefits from a high level of security and support. Whatever your size and your requirements, you will join the S2i with full confidence. Business Process Outsourcing Our Business Process Outsourcing solution enables us to manage all of your back office processes. The teams operate across two operational centres, in Switzerland (Lausanne) and Singapore. Together, they comprise of approximately 200 dedicated banking experts. Digital products & services e-Banking and m-Banking Azqore offers innovative and intuitive user interfaces, carefully structured information and highly developed analytical functionalities. Azqore's e-Banking and m-Banking platforms enable your clients to view their assets and enter stock exchange and payment orders with complete security. These......
relevant regions
Lausanne, Switzerland
Azqore Premium
Software as a Service (SaaS) Integrated Information System (S2i) In an increasingly demanding environment, information system performance has become an issue of key importance. Our platform stands out because of it reliability, scope continuous evolution, productivity efficiency, as well as the pooling of investments and leveraging of cost savings. Onboarding When a private bank chooses to delegate the management of its banking operating system to us, it benefits from a high level of security and support. Whatever your size and your requirements, you will join the S2i with full confidence. Business Process Outsourcing Our Business Process Outsourcing solution enables us to manage all of your back office processes. The teams operate across two operational centres, in Switzerland (Lausanne) and Singapore. Together, they comprise of approximately 200 dedicated banking experts. Digital products & services e-Banking and m-Banking Azqore offers innovative and intuitive user interfaces, carefully structured information and highly developed analytical functionalities. Azqore's e-Banking and m-Banking platforms enable your clients to view their assets and enter stock exchange and payment orders with complete security. These......
relevant regions
Zurich, Switzerland
Back Office
To be specific, we enter the banking transactions of all custodian banks and match the positions and balances daily (with automated bank interfaces) or monthly (with bank documents booked manually). We also ensure that corporate actions, capital flows, and delivered values are accurately reflected – a prerequisite for correct performance calculation.......
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
Mercer Island, WA, United States
Back Office Support
We utilize state of the art technology tools to facilitate the workflow between the advisor’s office and our back office team. This ensures fluent communication between the client and the back office. It also helps keep everyone on the same page and on track. Once the onboarding process is complete, a relationship......
relevant regions
Austin, TX, United States
Back Office Work Automation
Elara is an AI-driven platform designed for wealth management to automate key operational workflows, generate hyper-personalized client advice, and enhance lead generation through a sophisticated referral network. Our product streamlines advisors' day-to-day tasks, allows for tailored client engagement based on deep data insights, and connects advisors with high-quality leads, significantly......
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......
relevant regions
St. Julians, Malta
BEQUANT
Direct Market Access to 13+ major liquidity pools BEQUANT offers traditional DMA or so-called naked access to major crypto liquidity pools. We continuously add new venues, so do check with us on the next markets to be added. Simplified KYC/account opening process - pass BEQUANT Pro Compliance verification and gain access to......
relevant regions
New York, NY, United States
BETA
BETA is self-clearing securities processing solution that enhances operational control for wealth management firms and drives compelling differentiation for advisors and the clients they serve. Built on years of expert knowledge and hands-on experience, BETA provides critical back-office controls including corporate action management, middle office exception management, and front office account......
relevant regions
San Jose, CA, United States
Bill for Wealth Management
Trusted by millions of businesses, top accounting firms, and leading U.S. financial institutions 4.7 million network members pay or get paid with BILL 400,000 businesses use BILL to help automate their financial operations US$225 billion+ in total payment volume 80%+ of the top 100 US accounting firms trust BILL Effortless bill pay solution tailored for your......
relevant regions
Palo Alto, CA, United States
BitGo Prime Trading
Security meets liquidity Sourcing from a deep pool of liquidity across a number of leading exchanges and market makers, BitGo Prime trades on a riskless principal basis, providing liquidity to clients directly on a non-disclosed basis. Your trusted partner BitGo Prime is the contra-side of every trade. We don’t operate a crypto exchange......
relevant regions
London, United Kingdom
Bitstamp for Institutions
Enterprise-level access to crypto markets Providing inexhaustible liquidity, reliable order execution and real-time data streams to enable a wide range of crypto services. Built on top of cutting-edge tech from Nasdaq and connected to industry-leading FIX, HTTP and WebSocket APIs. Advanced security, stable rails Military-grade storage of assets and advanced security features like......
relevant regions
Chicago, IL, United States
Blaze Portfolio
Our features are constantly evolving to help our clients work faster and smarter. Model Rebalancing Implement complex models and monitor asset allocations across portfolios with ease. Trade Order Management Manage order flow across multiple custodians, asset and security classes. Tax Management Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Drift Analysis Identify strategies or securities that......
relevant regions
New York, NY, United States
Bloomberg Tradebook
Bloomberg Tradebook is a leading agency broker that offers trading solutions for equities, options and futures to actively manage complex trading strategies in more than 100 global exchanges. We provide clients with a single platform that uses quantitative data models and analytic-driven selection to route orders to a suite of......
Bangkok, Thailand
Bonanza Investment
With the fast development of financial instruments, changing government regulations, and increasing market volatility, it's getting more and more complex for financial institutions to manage their portfolios. Therefore, its crucial for investment organizations to apply automated and sophisticated portfolio management system to increase profitability and meet the needs of the......
relevant regions
London, United Kingdom
Bond Closing Prices
Data fields include local code or ticker symbol, ISIN, currency, price date, open, high, low, close, bid, ask and trading volume, and the Mid Price. Since large volumes of closing price data are produced around the clock, EDI processes and provides each market’s closing price file as soon as it becomes......
relevant regions
New York, NY, United States
Bond Pricing
In the ever-evolving regulatory and accounting environment, investors' need for increased transparency continues to drive demand for high quality independent bond data for use within price discovery, valuations, and risk management processes. With our independent bond pricing services, you receive transparency and liquidity data on corporate, government, sovereign, agency and municipal......
relevant regions
London, United Kingdom
Bond Σ – Fixed Income Derived Data
16 fields taken from the Last Trade data set are: Exchange Code, Market Close Date, Last Trade Date, Closing Price, Price Currency, Open, High, Low, Mid, Ask, Bid, Bid Size, Ask Size, Traded Volume, Volume Flag, Settlement Data. 11 fixed income derived data: Yield Yield to Maturity Yield to Call Yield to Put Yield to Worst Accrued Interest Macaulay......
relevant regions
Vienna, Austria
BPO
Many banks are already successfully using our back-office services, and we can take care of key tasks for your company, too. Your core expertise lies in selling products and advising your customers – ours is in efficient handling of the necessary processes, such as order management, payments and transfers, or......
Zurich, Switzerland
BPO - Business Process Outsourcing
InCore was formed as a spin-off of the trading desk, back-office and IT operations of a private bank. We understand the requirements and needs of the private banking sector in detail and offer you personal contacts in all fields – bankers talking to bankers. As a pure transaction bank with......
Sao Paulo, Brazil
BRITech Billing
Billing, for when the work is done and it is time for you to get paid for the great service you have provided. The billing module allows our clients to automate the performance fees, management fees and any other type of fees that their business might have. The system eliminates......
relevant regions
Sao Paulo, Brazil
BRITech Portfolio Management
Portfolio Management, which is a multi-asset class, multi-currency blend of tools that allows you create model portfolios, setup asset rules, asset allocation, and enables you to easily setup the investment side of your business and portfolios. ...
relevant regions
Sao Paulo, Brazil
BRITech Trader Order Management
Trade Order Management, after you have setup your clients, your portfolios, and your checks, now you are ready to trade, and this tool integrates with all of the external data sources you need. Integrating with any provider, broker, or custodian, the platform lets you pull data in and out with error-free......
relevant regions
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......
relevant regions
Chicago, IL, United States
Brokereach.com
Trade equities, options, and futures globally with brokers’ program/cash desks and algorithmic execution services For traders Brokereach.com, a service of InfoReach, provides a single and secure point of access to various brokers’ trading desks and algorithmic execution services. Whether you trade baskets or single orders, Brokereach web-based execution management system will consolidate......
relevant regions
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......
relevant regions
Barangaroo, NSW, Australia
BT Panorama
BT Panorama is the fastest growing wealth management platform in Australia. Integrated with your business model, it can transform the management of investment portfolios, SMSFs, super and insurance. Reasons to choose BT Panorama Efficient portfolio design enables you to save time and tailor portfolios to meet your clients’ needs. Online consent reduces the......
relevant regions
Tel Aviv, Israel
Capitalise
Using Capitalise, brokers can now offer seamless automated trading, currently available mostly to highly technical traders, to all types of traders. Even traders with zero technical skills can now automate their trading by simply using free-style text to create their trading strategies. Feature-Rich 360° Trading Automation System: Buying power Traders can open as many......
relevant regions
San Francisco, CA, United States
Carta for Investors
Spend less time managing your fund, and more time investing Streamline your back office Spend more time working with companies, and less time managing the details of equity, compliance, and accounting. Manage investments securely Accept securities and access cap tables from the 10,000+ companies on Carta, in the same place you manage your portfolio. Access......
relevant regions
London, United Kingdom
Cashfac for Asset and Wealth Management
Relative to other aspects of the financial services industry, the asset and wealth management industry seems to be performing well through the COVID-19 pandemic. However, the sector continues to be challenged by changing consumer preferences, technology advancements, increasing service delivery expectations and stringent regulatory requirements. The COVID-19 pandemic has certainly increased......
relevant regions
London, United Kingdom
Cashfac for Banks
Designed for corporates. Delivered by the bank. Our virtual accounts platform helps banks attract new clients, increase customer retention, increase deposits and drive transaction fees. For the bank’s corporate clients they provide functionally rich, highly relevant cash management solutions that deliver a significant ROI. Our platform bridges the gap that traditionally......
relevant regions
Montreal, QC, Canada
CGI Wealth360™ Securities Processing
As the brokerage industry renews its push towards shorter settlement cycles, it is important to partner with a provider that has the expertise and solutions for enabling a smooth transition from a T+3 landscape. CGI's Wealth360™ securities processing solution delivers an industry-proven, real-time brokerage processing platform. The solution provides large-scale brokerage......
New York, NY, United States
Chainalysis KYT
Chainalysis Data Chainalysis KYT cryptocurrency compliance software is powered by the industry's best data. We map hundreds of millions of addresses to real-world entities, adding over 100 new services every week. This includes illicit services like darknet markets, scams, and ransomware, and legitimate services such as merchant services, decentralized cryptocurrency exchanges,......
New York, NY, United States
Chainalysis Reactor
Chainalysis data Chainalysis Reactor is powered by the industry's best data. We map hundreds of millions of addresses to real-world entities, adding over 100 new services every week. This includes illicit services like darknet markets, scams, and ransomware, and legitimate services such as DeFi platforms, mining pools, and merchant services. Search based......
relevant regions
Milan, Italy
CheckSig
Transparency We reject security-by-obscurity in favor of an extremely auditable process. Our main solution is based on a public open standard protocol Our protocol is subject to peer review We provide periodic proof-of-reserve blockchain transactions Two-level solution Frozen Wallet: where the bulk of funds under custody are stored long term. Funds in the frozen wallet......
relevant regions
Sydney, NSW, Australia
Class Super
Class Super is the leading cloud based SMSF administration software, used by accountants, administrators and advisers. Over 1,300 firms across Australia rely on Class Super to quickly and efficiently administer over 160,000 SMSFs. SMSF administration software to streamline your process Class Super streamlines all aspects of SMSF administration, delivering a truly automated and......
London, United Kingdom
Clearing
Connect to UK payments, whatever your chosen scheme We built the API connection direct to the schemes, so you don't have to. Meet your customers' expectations for speed and ease by giving them access to real-time payments. Say goodbye to batched payments and messy processes. Money moved internationally, with ease Our multi-currency clearing lets......
relevant regions
San Francisco, CA, United States
Clearing
Many challenging market requirements impact clearing members and participants, from front to back to risk. These include supporting CCP and FCM connectivity, adapting to changing regulatory and client reporting, managing complex segregation models, and complying with new margin methodologies, clearing cross-margining, and netting and compression programs. An integrated OTC and ETD......
relevant regions
Toronto, ON, Canada
Client & Enterprise Reporting
At a glance $300K/yr back office savings - annual savings for a large bank using our reporting solution. 1M+ reports created annually - our clients' customers rely on our reports and statements to understand their financial wellness. 30+ standard reports - highly configurable library of reports designed for clients, advisors and management teams. 2,000+ advisors - so many......
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......
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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......
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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......
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Bloomington, MN, United States
Compliance
Now, more than ever, you need a strong technology partner to navigate the new rules and regulations and the rapid pace of change in all aspects of your organization. We continually upgrade our trade surveillance and compliance solutions to ensure our clients remain compliant with the financial industry’s rules and regulations.......
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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....
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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
London, United Kingdom
Control
Speed, accuracy and transparency are necessities for today’s reconciliation and post-trade operations. Financial institutions need to simplify processes based on industry best practices, remove the pain of managing data, reduce their technology footprints, and achieve greater cost efficiencies. You also need to be able to future proof your business and......
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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......
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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......
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Singapore, Singapore
Corporate Actions
Wealth Intelligence's Corporate Action solution will improve your corporate actions data, ensuring no event is missed or erroneous information provided to and acted upon by internal decision makers or external clients. It will provide processing visibility against workflows specific to any event type, ensuring compliance to best practice and adhesion......
relevant regions
New York, NY, United States
Corporate Actions
Our unified Corporate Actions solution helps firms across a range of asset classes, market client types and business lines, to reduce their risk and automate, strengthen and accelerate their corporate actions processing....
relevant regions
Freehold, NJ, United States
Corporate Actions US Options
Symbol Master provides standard and custom-tailored delivery of corporate actions content available through industry-standard means. We currently support multiple versions of the Corp Act files based on the influence and data models of large data vendors within the market data industry....
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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......
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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
New York, NY, United States
Crypto Brokerage
Easy to integrate APIs Our APIs are turnkey – with just a few integrations, you can offer your users crypto buying, selling, holding, transferring and more. Our enterprise-grade crypto services maintain an industry-leading uptime of 99.9%+. Enterprise grade We deliver institutional-grade digital asset infrastructure built to serve enterprise customers. We do not compete......
Zug, Switzerland
Crypto OTC Trading
Operating in the B2B & HNWI market, we assist financial institutions and organizations in managing their digital asset exposure, executing orders—both small and large—at superior exchange rates, and leveraging customized settlement options....
relevant regions
Hong Kong, Hong Kong
Crypto Prime Service
Babel Finance Crypto Prime Services provide institutional customers with efficient and accurate transaction execution services, with one account connecting multiple trading platforms, realizing cross-platform margin sharing and funding services to greatly improve the efficiency of your capital utilization. All trading and transactions are based on cryptocurrency. ...
relevant regions
Norwich, United Kingdom
CURO
Business process automation, unlimited access to data and accessible from any device, anywhere in the world. CURO is the must have next generation solution for modern financial planning businesses. One system, one truth, in one place Instead of multiple systems, each containing client data, doing their job in isolation, CURO holds all......
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......
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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......
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Melbourne, VIC, Australia
CXi-Registry
CXi-Registry is an award winning member registry platform designed to deliver the best administration, management, investor and advisor experience available while never compromising on security, legislative compliance or system performance. CXi-Registry's modular design and service-based architecture supports all forms of unit registry including party paid and stapled securities for fund managers......
Miami, FL, United States
Cyberbank Core
IT systems and infrastructure at many banks have not kept pace with the rapid and dramatic transformation within the industry. Legacy systems struggle to meet the demands of new services and features that banks need to add. The result can be inefficiency, slow service and customer dissatisfaction, operational risk, and......
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
London, United Kingdom
Data Services
Data collection and aggregation is an often overlooked yet crucial component of reconciliation, settlements, compliance, reporting, and many other control processes and workflows. Financial services organisations and service providers can become overburdened with establishing and maintaining direct links with data providers on their own, which can increase risk and reduce......
relevant regions
London, United Kingdom
Dealing
The dealing service is provided through either a web front end portal (which can be white labelled), or, an electronic interface (based on FIX messaging). Orders are then directed to our powerful Smart Order Router. The orders are dealt in accordance with the client’s trading strategy and execution policy to......
London, United Kingdom
DerivActions
The DerivActions service is directly linked to EDI's Worldwide Corporate Actions service and covers all corporate action event types. Clients can subscribe to the entire universe or customize the feed at an exchange level, root codes or specific underlying trading lines. For example, clients can choose to receive details for......
relevant regions
London, United Kingdom
Derivatives End of Day Pricing
Data elements include: High, Low, Open, Close, Bid, Ask, Open Interest, Number of trades and Volume traded. Customization Access bespoke service to meet your data requirements with a range of customization options, including delivery-based solutions to complement existing client infrastructure, content provided at the geographical or portfolio holding level, feeds containing particular formats,......
relevant regions
London, United Kingdom
Derivatives Reference Data
Security Description, ISIN /SEDOL™*/Ticker, Primary Exchange. The file currently covers more than 30 fields, including: Root Code Ticker ISIN Aii Security Description MIC Code Contract Size Exercise Style Expiry Date Strike Price Exercise ...
Chennai, India
Digital Wealth Solution (Wealth Qube)
Wealth being a high touch business, Intellect Wealth Qube realises that relationship managers are the key drivers of the business and need to be adequately equipped to deliver on their set goals. With that as the underlying principle, Wealth Qube’s vision is to empower RMs and has taken the RM-first......
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
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
London, United Kingdom
Document Retrieval Service
Clients can use the portfolio checker to determine documents that are available for their universe quickly and also submit an individual document request, and our research team will endeavour to source. Access to a database containing: Offering circulars Bond prospectuses Pricing supplements Term sheets Historical documents and new issues are continually added....
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
Taunton, United Kingdom
Durell Software
Effective Flexible Complete Durell Software is an established provider of Client Relationship Management (CRM) software to the General Insurance and Financial Services industries. Our aim is simple – to provide a software solution which is comprehensive and flexible without a high price tag. Our main product is a back-office administration system 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......
Gainesville, FL, United States
EarnWise
On-the-go access Smart phone and tablet compatibility for on-the-go meetings. Web-based solution that successfully operates on both Mac and PC. EarnWise in action ...
relevant regions
London, United Kingdom
Economic Indicator Service
This new service currently covers 32,500 recurring macro-economic indicators from 132 countries (as of December 16, 2019) such as GDP data, unemployment releases, PMI numbers etc. with historical data EIS gathers the major economic events from a variety of regions and countries around the globe and provides an Economic Events......
relevant regions
London, United Kingdom
EDI Futures and Options Contract Specifications
EDI provides a daily file by market, as well as a daily notification of upcoming changes as published by the exchange. The notification file contains the MIC, the effective date, and the text of the notification....
London, United Kingdom
Elliptic Navigator
Crypto Transaction Monitoring Ensure AML and sanctions compliance at scale with Elliptic Navigator. Process tens of thousands of crypto transactions in real-time with capabilities that reveal the movement of assets as they pass through different blockchains and assets. Detect High-Risk Crypto Transactions Speed up compliance checks, minimize manual intervention, and reduce costs with......
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
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
Chicago, IL, United States
Enfusion Managed Services
Technology, data, and industry best practices Our global services team harnesses our constantly evolving technology, data, and industry best practices to provide meaningful insights to transform your business. They quickly master your portfolio, address time-consuming tasks, automate processes, and anticipate reporting needs. Our experts maximize the power of the Enfusion platform......
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......
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Melbourne, VIC, Australia
Engine
Praemium’s platform technology is now used by more than 1,000 financial institutions and advice businesses and 500,000 investors, globally. Through technology, Praemium has taken a highly complex and time-consuming process and simplified it. Big time. At its core, Praemium has the most advanced, robust and accurate technology engine and functionality to......
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
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......
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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
Oslo, Norway
European Financial Instruments Reference Data System
The sourced and mapped data will help you check, verify and complete your regulatory compliance reporting on a daily basis. By using the eFIRDS API clients can retrieve vast amounts of data in an automated and efficient fashion. The efirds.eu website look-up tool can be a standalone service or compliment to......
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
Melbourne, VIC, Australia
Execution Management System
We know it can be difficult managing trades across multiple markets, and having different systems for different tasks means you don't always get a comprehensive view of your orders. Iress’ Execution Management System is customisable, multi-broker, execution and allocation management software which makes trading easier. Manage orders seamlessly and efficiently across......
relevant regions
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
Pune, India
Family Office Services
IBN Technologies is one of the initial service providers of hedge fund (BPO), fund accounting, quantitative risk analysis & reporting services to hedge funds, fund of hedge funds, private equity and family offices across UK and USA with AUM of USD20 billion. We have been persistently deriving the desired results for our......
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
Toronto, ON, Canada
Fees & Billing
At a glance 65% revenue growth over 5 years - a large bank launched a new fee-based program on our platform. 60% of top 50 Canadian advisors - they rely on us to accurately calculate their fees and prevent revenue leakage. 0 regulatory fines - none of our clients have been fined by regulators for incorrectly......
relevant regions
Tadworth, United Kingdom
Fidelity Adviser Solution's Platform
A service you can rely on As a privately-owned and independent company, we are able to make long-term decisions in the best interests of our clients. Financial strength – a strong balance sheet and liquidity position with Common Equity Tier 1 capital. Over GB£49 billion of assets under administration on the platform as......
relevant regions
London, United Kingdom
Fidessa
Equities trading is more complicated than ever. To grow your business, you need advanced technology that can unify your operations, simplify your workflows, and boost your efficiency. Whether you’re a boutique broker or a global bank, Fidessa gives you everything you need for equities trading in one, integrated solution. With sophisticated algorithmic......
relevant regions
North Sydney, NSW, Australia
FinClear iBROKER
iBROKER provides a holistic platform for all your broking needs by providing a broad range of functionality and interfaces including order & trade capture, automatic booking and settlement processes with the ability to automate as much of your processing as you require. Built with an enhanced graphical interface, iBROKER provides users......
North Sydney, NSW, Australia
FinClear TradeCentre
TradeCentre TradeCentre is our proprietary trading platform which supports all order types and provides multi-markets access to ASX, Chi-X and NSX. TradeCentre is a modern, java-based platform run in the cloud and built with microservice architecture which enables rapid, frequent and reliable delivery of large, complex applications. Key features All AU Order Types Operator......
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
Singapore, Singapore
FinIQ UCP Toolkit
No more programming is required to design a new payoff or any new workflow. Either in pre-trade or post-trade processes, a user can alter the workflow and design the one that fits the current requirement. Indicative flows can be from client onboarding, to risk limits, profiling, documentation, approvals, order management, spread calculation and......
relevant regions
Lenzburg, Switzerland
Finnova Expert Suite
The modular structure of the Finnova Expert Suite covers all modules, from payment transactions, financing, investment and portfolio management to client and advisory modules. Accordingly, the master data storage is located in this central suite of the Finnova Banking Software. Here, for example, the client master, card administration, interest rates,......
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 Core
Finuevo Core is the API-driven, cloud-enabled and versatile core banking platform of the new era, empowering bank officers to interact through a modern and easy-to-use interface. It can be easily packaged and installed, covering the full spectrum of banking operations, offering 24/7 online access, omnichannel capabilities and rich functionality, always......
relevant regions
Kew, VIC, Australia
First Class Super
First Class Super offers a full suite of services, from establishment and on-going administration, right through to setting up retirement pensions and beyond. We work in partnership with accountants and financial planners in providing annual compliance requirements for self managed super funds. We offer an end of year service or the......
relevant regions
St. Louis, MI, United States
First Clearing
First Clearing is a premier clearing and custody services business, serving broker-dealers and registered investment advisors nationwide. Driven by a strong and abiding commitment to the power of relationship, we help our client firms create and grow successful businesses. Through our affiliation with Wells Fargo & Company, we provide access to......
London, United Kingdom
Fix & Broker Connectivity
Used by Arbor OMS and PMS, this will route and monitor approved orders to market for execution. Connections for FIX traffic within APM can be made through direct broker connections via traditional leased lines or VPN. For a more scalable alternative, connections to a FIX hub or Service bureau are......
relevant regions
Harpenden, United Kingdom
FIXeed
The FIXeed general purpose FIX engine supports multiple FIX sessions and multiple concurrent versions of the FIX protocol either as initiator or acceptor. FIXeed is extremely easy to use and provides a number of options for application integration. FIXeed is directed towards buy and sell sides as well as towards technology......
relevant regions
New York, NY, United States
FIX Enterprise Software
Over the last 10 years, Flyer has earned its reputation as the leading provider of Saas-based enterprise trading software by providing the highest level of service and solutions for the global trading community. Our suite of software and tools help asset managers, broker dealers and exchanges enhance market visibility, accelerate......
relevant regions
Ashburn, VA, United States
Fixnetix Low Latency Infrastructure
DXC’s Fixnetix Low Latency Infrastructure solution provides global connectivity and lightning fast infrastructure to capital markets firms through its ultra-low latency backbone, consisting of over 40 data centers and access to over 90 key liquidity venues. DXC acquired Fixnetix in 2015. Originally founded in 2005, Fixnetix is an award winning international......
Ashburn, VA, United States
Fixnetix Trading Systems Outsourcing
The combination of front-office infrastructure, market data, and trading technology that a financial institution (FI) needs to compete in the capital markets space is costly and complex. Historically, FIs have taken an in-house approach to building all this out. Over time, however, all that has changed. Capital markets firms are now......
Great Neck, NY, United States
FlexAlgoWheel
FlexAlgoWheel is a next generation platform to allow electronic, low-touch trading desks to standardize, automate, and evaluate the trading process for their clients. Available as an add-on to their current OEMS, or, through our FlexTRADER® multi-asset order and execution management system (OEMS), FlexAlgoWheel allows low touch traders to design......
Great Neck, NY, United States
FlexEdge
FlexEdge is our suite of predictive analytics designed to give traders the edge they need to effectively plan and optimize trading strategy....
Great Neck, NY, United States
FlexFutures
FlexFutures is our flagship order and execution management platform for buy-side institutions trading across global futures markets. FlexFutures provides an unparalleled combination of highly configurable user interfaces (UIs), advanced performance, single- and multi-leg execution capabilities and support for customizable workflows....
Great Neck, NY, United States
FlexFX
FlexFX is our award winning, algorithmic trading and execution management system for buy-side institutions trading FX. FlexFX offers advanced integration with OMSs, as well as fully integrated post-trade allocation solutions. Trusted by the world’s largest asset managers, FlexFX enables traders to manage and efficiently execute large numbers of orders (block......
Freehold, NJ, United States
Flexible Exchange Options (FLEX)
The base service is an end-of-day offering that shows the package composition of flex symbols available on the previous trading day. As with the Series Master Core data set and supplemental data set multiple files make up the FLEX offering. FLEX Ext (New Ext4 September 2023), FLEX Intraday (New September 2023),......
relevant regions
Great Neck, NY, United States
FlexONE
FlexONE is our all-inclusive order/execution management system designed to facilitate and streamline the demanding trading requirements of the global hedge fund community....
Great Neck, NY, United States
FlexOptions
FlexOptions is a cutting edge order and execution management system for buy-side institutional options traders. Derivix-AM provides direct access to options exchanges, a wide array of broker and fully customizable algorithms, as well as advanced options trading strategies, such as dispersion, volatility and cross-asset trading. The system also features......
Great Neck, NY, United States
FlexTCA
Flex TCA is our transaction cost analysis and execution quality management solution offering historical analysis in trading portfolios and single securities across global equities, FX, futures and fixed income....
Great Neck, NY, United States
FlexTrader EMS
FlexTRADER is the industry’s market-leading, multi-asset execution management system (EMS) that encompasses all facets of electronic and algorithmic trading, and is trusted globally by tier-one asset managers and hedge funds trading equities, FX, derivatives and fixed income for its unparalleled performance, quantitative analysis and worldwide connectivity to liquidity sources....
Great Neck, NY, United States
FlexTRADER Fixed Income
As part of its unparalleled multi-asset capabilities, FlexTrade offers a comprehensive, open architecture, fixed income EMS for global buy-side institutions....
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 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
Leamington Spa, United Kingdom
focus:360°
focus:360° connects the different elements of your business, internally and externally, giving you a single omni-channel distribution platform - it is a true financial distribution enabler. It delivers the underlying functionality that is shared by our core products - focus: advisor, focus:client, focus:broker and now: advise, each of which have been designed to......
relevant regions
London, United Kingdom
Foreign Exchange Rates
The service covers 168 currencies, including Euro legacy ones. You can customise the file to only include your selected currencies, your preferred base rate USD, GBP, or EUR, or add extra fields like the reverse rate. Automated delivery Choose to take an end-of-day file, two files a day at 6 am......
relevant regions
London, United Kingdom
Foreign Marginable Securities
Built under Rule 15c3-1 covering all securities in countries eligible for the FTSE World Index, which satisfy the requirements of Rule 15c3-1, namely those stocks with a market capitalization of $500 million and a volume of 100,000....
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
San Francisco, CA, United States
Front Office
We provide sell-side and buy-side firms with an all-in-one sales and trading platform covering their specific needs via our Front Office and Portfolio Management Workstations. Our comprehensive cross-asset coverage of cash and derivatives products includes FX; money markets; fixed income; securities finance; interest-rate derivatives; structured finance; credit derivatives; equities; commodities; synthetic......
relevant regions
Medford, MA, United States
FRT AccountWatch
Each year, a significant number of claims go unfiled, leaving money on the table for investors. Are your clients’ assets protected? Over the last several years, there has been a massive rise in securities class action suits being filed with no signs of it slowing down. At the same time, regulatory......
Arlington, TX, United States
Fund Administration Service
Get the ad-Vantage of a team of experts to manage your fund finances accurately and efficiently with NJA Solutions. As a preferred provider of fund accounting and administrative services, NJA Solutions is familiar with all components of the First Rate Vantage solution. They provide the expertise you need to optimize your workflow and will......
relevant regions
Luxembourg, Luxembourg
Fund Channel
How it works? Find out how the Fund Channel platform works for our clients and their end investors. Asset managers recognise Fund Channel as the number one international B2B fund platform. Distributors Offer your institutional clients the investment opportunities they want through our easy-to-use yet powerful portal. Asset managers With a single agreement, reach 100+......
relevant regions
Christ Church, Barbados
FundCount
FundCount's wealth management accounting solution is fully integrated with all partnership, portfolio and general ledger accounting capabilities embedded in the one single platform. As a result, FundCount significantly reduces operational costs, enhances efficiency and reduces risk. FundCount's extensive reporting tools enable wealth managers to deliver custom-tailored reports to each client. Wealth management......
relevant regions
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
Costa Mesa, CA, United States
FundKeeper
Envision Financial Systems and U.S. Bancorp Fund Services together bring you FundKeeper, an all-inclusive operations and technology solution to transform mutual fund shareholder-servicing for brokerage firms, investment advisors, trust departments and other financial service intermediaries. With FundKeeper, your firm can increase revenue, gain operational efficiency and enhance your rep and......
Toronto, ON, Canada
fundserv
fundserv is a centralized platform which enables manufacturers, distributors and intermediaries to buy, sell and transfer investment funds over Fundserv Inc.’s secure transactional network. Challenges Compliance – trades delivered via paper can circumvent compliance process NIGOs – transactions submitted via paper have a high NIGO (Not in Good Order) rate Increasing need for access......
relevant regions
West Chester, PA, United States
Fund Services
Outsource trading to bring speed, control, and lower costs STP’s institutional systems and support can handle volumes large or small, NYSE, NASDAQ or foreign securities, and combination trades. Robust Trading Capabilities Trading and rebalancing services are at the forefront of just about every conversation we have with investment firms. Hybrid asset managers and wealth management......
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Harpenden, United Kingdom
FundTerm
The FundTerm system provides interoperability and adherence to the latest market standards for participants across a number of channels. The system is useful as a black-box, in order to extend an order management system, wealth platform or transfer agency system. Alternatively, FundTerm can be used as a primary order management......
relevant regions
Gainesville, FL, United States
Fusion
Account management View and search through client accounts in a variety of simple ways including name, tax id, or account number. View details, history and account demographics with a single click. View and manage all aspects of an individual account from one easy and intuitive workstation. Trading Quickly and efficiently trade on an individual......
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Hong Kong, Hong Kong
FX Trading
FX Monitoring Our FX widgets allow users to monitor all the major currency pairs while watching economic video news and reviewing the upcoming economic indicators. FX Quote Analyze the price action of currency pairs using the interactive chart while simultaneously checking the related economic indicators. FX Trading Responsive FX Trading app supports not only Market......
relevant regions
Paris, France
Gaia
Gaia is being used by large French asset management and insurance firms and middle-eastern banks. Gaia is easily customizable to your workflows and processes, it is a cost-effective solution that will give you control over your budget. We have a long standing relationship with all our clients. We provide a strong,......
relevant regions
New York, NY, United States
Gemini Clearing
It offers regulated clearing and settlement services for pre-arranged trades, helping to ensure timely settlement and mitigate counterparty risk. Trade details are known only to the parties involved and are not published via Gemini’s market data feed. Requires no minimum trade size Available at a market-competitive price point Facilitates bitcoin and other cryptocurrency......
relevant regions
London, United Kingdom
Geopolitical Risk Forecasting
The geopolitical risk series resorts to weighted metrics to evaluate, score and rank countries according to political, economic and financial risks. The composite score is derived from benchmarking against ICRG’s 32 risk types for each country. The ICRG methodology integrates political and financial risk variables such as real GDP growth, inflation,......
relevant regions
Geneva, Switzerland
Global Assets+
The Global Assets+ solution proposed by Lombard Odier includes three perfectly integrated offerings within one single department: our Global Custody and Reporting solutions, our Dedicated Funds offering and our Securities accounting services. Our global custody and reporting solutions to regain control of your assets thanks to a consolidated view. If you are a......
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Zurich, Switzerland
Global Corporate Actions
Aggregated from all major financial markets, our corporate actions data is structured to maximize the automation of operations. This enables firms to handle the growing volume and complexity of corporate actions. SIX processed over 8.4 million corporate action events processed in 2019. Our data enters the SIX quality control lifecycle from......
relevant regions
London, United Kingdom
Global Custody
Delivered through a unique partnership approach, we provide a leading global custody services platform across a broad range of multi-asset and multi-currency classes, serving the most complex investment strategies. This includes tailored custody account solutions built around your business model, including both onshore and offshore capabilities. This platform supports internationally-based investments, in......
London, United Kingdom
Global End of Day Pricing Data
Clients subscribe to our End of Day Pricing Data offering to: Access closing pricing data gathered from 170 exchanges worldwide including all emerging and frontier markets Easily identify stocks through static data elements taken from the Security Reference File Our end of day prices are available for: Equities Listed bonds Listed indices Exchange Traded Derivatives Exchange......
relevant regions
London, United Kingdom
Global ETF Aggregation
ll our data can be distributed via client bespoke APIs, with output configured to meet the your specific internal structure. At the heart of our solutions is technology built around the Amazon Web Service (AWS) stack ensuring high levels of performance and reliability. Optimised for the sell side Delivered, pre-validated on the......
London, United Kingdom
Global Index Aggregation
Optimised for the sell side Delivered, pre-validated on the most timely basis and ready for the start of trading in each region Required market identifiers, forward looking corporate action and dividend information Aggregated in one place with currency and available return type Provided for market open and includes all official index changes, T+, intra-day......
London, United Kingdom
Global Market Holidays and Timings
The Global Market Holidays and Timings service is divided in 5 products and provides accurate information on holiday observances affecting financial institutions such as Exchanges Trading Venues, Banks, Settlements and Currency Traders. Using the detailed settlement and institution notes, firms can automatically calculate the next trading day after any institutional holiday. Subscribers......
relevant regions
San Francisco, CA, United States
Global Shareholding Disclosures
To comply, they must consider intricate corporate hierarchies, complex fund structures, and exposure to jurisdiction-specific scenarios: Significant shareholdings Short positions Takeover panels Sensitive industries SEC Form 13-F Firms must marshal requisite position, market, reference, hierarchy, and legal-rules data to successfully monitor huge disclosure volumes and withstand regulatory examinations. To minimize their current operational risk and prepare for......
relevant regions
Windsor, CT, United States
Global Wealth Platform (GWP)
SS&C’s Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage your entire investment process, end-to-end, on a single platform, leveraging a single database, from a single provider. GWP bridges your front, middle and back offices and ensures consistency of data across all phases of the investment......
relevant regions
Sunnyvale, CA, United States
GRACE Trade Surveillance / Market Surveillance
GRACE Trade monitoring automates the process of trade aggregation from various sources. It allows automatic flagging based on business rules and identifying violating trades can mark up the issues in trades. The aggregated trade data can show patterns of insider trading monitoring and best execution discrepancies. It helps identify conflicts in......
relevant regions
Dubai, United Arab Emirates
GTN INVEST
Leverage AI and robotic analytics power for maximal returns. Access cash equities, ETFs, treasury bills, mutual funds, FX, and bonds in 87 markets. Launch new features quickly with customisable and scalable front-end functionality. Introducing GTN - Architecting the future of investment Usability - Provide seamless user experience across mobile, web and desktop devices Automation - Set rebalancing......
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 -......
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Hong Kong, Hong Kong
Hex Clear
Minimize risks Our clearing and settlement services address one of the most pressing structural issues of the digital assets markets, whereby funds need to usually be moved to the trading venue (exchanges & brokers' wallet) before the trade happens. This process is usually source of several problems which Hex Trust helps......
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
San Jose, CA, United States
High-Performance Trading Fabric
Cisco's High-Performance Trading Fabric architecture offers unmatched performance and innovative capabilities that enable improved visibility and manageability of trading data. As market competition increases, your firm's ability to recognize and react to real-time conditions can result in competitive differentiation leading to improved alpha. With Cisco solutions, go beyond low latency into......
London, United Kingdom
Holistic Screening
Next-Generation Blockchain Analytics A true unified view of value flows, across all supported blockchains and cryptoassets, made up of more than 100 billion datapoints. Scalable multi-asset screening and monitoring Programmatically trace transactions across the cryptoasset ecosystem concurrently, reducing time spent screening in individual assets. Set customized rules unique to your organization to ensure......
relevant regions
Greenwich, CT, United States
IB SmartRouting
What other online brokers conveniently leave out Our results are even more impressive when you consider that other industry-touted statistics don't give you the whole picture. They only discuss the percentage of orders that saw price improvement, and conveniently ignore the percentage of their orders that were dis-improved or had no......
Mumbai, India
iDEAL Wealth & Funds
The wealth management industry around the world is witnessing a multitude of changes due to more demanding clients, digital transformation, regulatory compliance; internationalization and growing competition. This is leading to increase in overall costs of operations and hitting profit margins. Wealth managers need to have increased focus on risk &......
Exton, PA, United States
IFS Asset Movement
The manual work of asset movement can be cumbersome, especially if the transaction includes complicated balance validations, ensuring retirement rules are followed, or compliance policies require additional approvals. IFS Asset Movement integrates with advisory platforms for a web-based, doit-anywhere system that automates transactions including ACATs, Fed Wires, Check Disbursements, Journals......
relevant regions
Portsmouth, United Kingdom
Imago Administration
Our highly configurable system seamlessly integrates with both legacy and new technologies through its extensive APIs, ensuring faster, lower-risk implementation. Tailored for personal pensions, SIPP, SSAS, and group markets, Imago Administration enhances your platform with superior administration for income drawdown, annuities, Secure Lifetime Income (SLI) funds, and scheme pensions. We have......
relevant regions
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
Greenwich, CT, United States
INDATA Managed Services
INDATA Managed Services are offered by INDATA to in-house or iPM Cloud clients and provide remote system administration and verification by INDATA staff. The goal of INDATA Managed Services is to allow in-house or cloud clients to function in an outsourced environment while still benefiting from the open architecture that iPM......
relevant regions
Istanbul, Turkey
Infleks Wealth Management
Infleks Wealth Management can operate multiple portfolios on a single platform for the institutions like insurance companies, brokerage houses, portfolio management and custodian institutions which may be working on different platforms. As well as supporting all portfolio types and investment instruments, Infleks Wealth Management also quickly adapts to new financial instruments,......
relevant regions
Chicago, IL, United States
InfoReach Prelude
The no-risk, no-commitment EMS with enterprise-strength power and performance Ideal for traders who do not require significant customization to their trading system, InfoReach Prelude provides advanced trading tools and functionality at a competitive price, without the commitment of a long-term contract. Prelude is the pre-configured version of the InfoReach TMS (Trade Management......
relevant regions
Chicago, IL, United States
InfoReach Second Opinion
Improve execution quality, optimize trading strategies and reduce transaction costs with enhanced, interactive analytics InfoReach Second Opinion™ is an interactive, enhanced transaction cost analysis (TCA) service, software that can help you optimize trading strategies, improve operational efficiency and performance in trading. It provides real-time, pre-trade, at-trade and post-trade analytics that factor......
Chicago, IL, United States
InfoReach TMS
Superior efficiency, functionality and flexibility deliver tailored trading solutions for buy side The InfoReach Trade Management System (TMS) is an independent, broker-neutral, multi-asset trading platform that ties together all the tools, technologies, global market connectivity and execution capabilities that traders need in a single system. It consolidates pre/at/post trade analysis, pre-built and......
relevant regions
London, United Kingdom
Initial Public Offering
Client can access IPO data announcements captured at 6 stages: New - indicates that the IPO is complete (or in action), and the listing date is today or yesterday. Rumour - indicates that the company (or other respected sources) has announced its intention to hold an IPO, but before the necessary approval......
relevant regions
Baar, Switzerland
Instimatch Global
Our money market products Most money market borrowing and lending is still done over the phone. However, in most other markets we have seen a move towards centralized trading venues. This is why we have created the Instimatch Global Network, where borrowers and lenders can match their liquidity needs in the......
relevant regions
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
Paris, France
Institutional Fund Platform
For over 15 years, we have been a reliable partner in fund business with our client focus on insurance companies, pension funds, custodians and asset managers. ODDO BHF is the modern and flexible platform....
relevant regions
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
Toronto, ON, Canada
Integrated Solutions
WealthTech Velocity provides a unique solution for the Wealth Management industry. Our multi-asset, multi-currency platform integrates disparate data sources facilitating access to multiple markets, asset classes and products in a robust, compliant and ordered manner. One integrated end-to-end solution for Wealth Managers and financial institutions supporting large numbers of underlying client accounts......
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
Sydney, NSW, Australia
International Money Transfers for Businesses
Whether you're paying overseas suppliers, staff or just mitigating your currency exposure from volatile markets, OFX can help. OFX provide a fully online platform to book transfers as well as a full 24/7 customer service over the phone. Set up an account by registering here in minutes to take advantage......
relevant regions
Sydney, NSW, Australia
International Money Transfers for Individuals
Take advantage of OFX's 24/7 customer service as well as fully online platform to book your currency transfers with ease and guidance. You will be assigned a dedicated point of contact local to you from one OFX's seven global office locations - London, San Fransico, Toronto, Auckland, Sydney, Hong Kong,......
relevant regions
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
London, United Kingdom
Investment Funds NAVs
Typical client profile includes but is not limited to: Audit Firms Back-office System Providers Data Providers Family Offices Fund Research Companies Fund Supermarkets Independent Valuation Services Index Providers Risk Managers Software Providers Stockbrokers Wealth Managers ...
relevant regions
London, United Kingdom
Investment Management Platform
If you are a directly authorised investment management firm or investment focused financial planning practice, and are looking to enhance your business with the Raymond James Investment Management Platform, you’ll enjoy all the rewards of delivering a highly competitive wealth management solution with optimal efficiency and control. Raymond James’ Investment Management......
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
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......
relevant regions
Dublin, Ireland
InvestPro
A digital offering is a key requirement for today’s wealth managers and InvestPro’s self-service web portal meets the industry’s digital requirements and integrates with other critical systems. This is proven to generate administrative efficiency gains, reduce operational risk and improve client satisfaction for wealth products. Customised with your branding, the online portal......
relevant regions
Leuvain, Belgium
InvestSuite Self Investor
InvestSuite Self Investor is a powerful B2B execution-only platform: One of the only B2B self-execution platforms available catered to a broad audience, configurable and customisable Avoids complexity, providing guidance and protection through unique user journeys Offers data and insightful and actionable information Inspiration from AI-based ideas or hand-picked from your research teams Nudging and a......
relevant regions
Nassau, Bahamas
IPBS/Banking
IPBS/Banking enables operational functionality to manage the traditional banking functions of a private bank. Designed around a multi-currency general ledger accounting system it provides complete integration of traditional sub ledger account management within the general ledger. Banking transactions are processed in real time and supply updated accounting records across the......
Nassau, Bahamas
IPBS/Share Registry
IPBS/Share Registry aggregates the management of registry accounting functions and corporate registry operations. Users of this system receive a host of versatile features that can be applied to banking, trust, or investment clients....
Fehraltorf, Switzerland
IPC Incentage Process Cockpit
The issue Many institutions in the financial industry seem to be flying blind with regards to their message flows. Automated high-level monitoring of global and all-embracing message flows on a realtime basis, with drill-down facilities wherever and whenever needed, are not the order of the day. You would like to know anytime......
relevant regions
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......
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
Tel-Aviv, Israel
Issuance Solutions for Banks
That’s where Futora comes in Futora enables any financial institution to structure, issue, process, and distribute its own structured products. Futora’s solution covers every aspect of the investment product lifecycle, including access to liquidity partners, a regulatory framework, and back and middle office functions, all from an easy-to-use interface. Increase market share......
relevant regions
New York, NY, United States
itBit
Advanced supervision itBit Digital Asset Exchange is a safe, secure and fair trading venue with oversight from the New York Department of Financial Services ("DFS"), best in class blockchain monitoring software and systems designed to prevent market manipulation. Deep liquidity Access itBit’s global network of clients across more than 100 countries for some......
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 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
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
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
Monaco, Monaco
KeeSense®
Our comprehensive automated portfolio management solution is designed to be pragmatic, simple to deploy and easy to handle because we are aware that our customers need quick results. KeeSense® provides wealth managers, family offices and private banks with a complete, user-friendly and secure solution for managing all the strategic functions of......
Irvine, CA, United States
Kofax Optitrade™
Kofax Optitrade™ provides optimized trade management solutions for financial services institutions, including financial message handling, transaction matching, reconciliation and workflow solutions. Optitrade enables brokers and investment managers to manage, monitor and measure all of their securities and cash transactions. Our suite of trade management solutions can be deployed separately or together......
New York, NY, United States
LBX Buy-Side
Comprehensive Single multi-asset platform providing portfolio, order and execution management capabilities globally. Open Seamless integration with all major vendors, primes, custodians and executing brokers. Compliant Robust internal and external compliance capabilities including risk checks, stress testing, and shadow books and records and more....
Arlington, VA, United States
Liberty RIA Platform
Simplified portolio management Efficient trading. Liberty automatically reconciles trades back to each client account—which is not only more efficient, but also simplifies your compliance and audit functions. One account, unlimited models. Liberty dramatically simplifies how you manage assets by letting you run as many investment models as you’d like in any single account. Powerful rebalancing. Our......
relevant regions
London, United Kingdom
Linkedtrade
LinkedTrade is a leading SaaS multi-dealer platform that connects the Buy-side to the Sell-side digitally and offers end-to-end automation for the conception, pricing, trading and monitoring structured products. We combine innovation and long-term expertise to overcome industry challenges and make investing in structured products fast, easy and cost-effective. LinkedTrade is a proven......
relevant regions
Miami, FL, United States
LP Portfolio Management
Allvue’s LP Portfolio Management solution is a fully integrated platform empowering Limited Partners/Investors to perform front-middle-, and back-office activities within a single unified environment. It blends functionalities of CRM, deal tracking and analysis, portfolio management and analysis, reporting, and investment accounting into a single product. Users can manage multiple alternative......
relevant regions
London, United Kingdom
LSEG Post Trade
Delivering value across the trade eco system At LSEG Post Trade, we cover more than you'd expect. As markets evolve, your trading journey becomes both more technical and complex. Progress requires managing ever scarcer financial resources, mitigating risks and navigating regulation. LSEG Post Trade partners with you through the trading cycle, so......
relevant regions
Windsor, CT, United States
Lyric
Built on cloud-native architecture, SS&C Lyric is a modernized platform for global recordkeeping. Lyric ensures you can future-proof your operations as your business model evolves. This helps make your operations safer, more efficient and delivers the digital experiences customers demand. Transformational, front-to-back operating system that enables seamless, fully-integrated solutions for asset......
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
Arlington, TX, United States
Managed Hosting
Why do some of the largest financial institutions in the world trust First Rate? Comprehensive, battle-tested security to keep your data safe 99% uptime Industry-leading 100% hit rate on SLAs High-level, market-centric expertise and support More than 30 years of world-class service and performance Scalable, customizable packages for specific client needs Quite possibly the most cost-effective solution......
relevant regions
Luxembourg, Luxembourg
Managing Kit
aixigo's Managing Kit is more than portfolio management software and lays the perfect foundation for user-oriented and innovative portfolio management. Digital portfolio management creates excitement among all stakeholders – the customer, the portfolio manager and the back office. The Managing Kit is designed to significantly reduce complex and time-consuming tasks in......
London, United Kingdom
MarketPsych Analytics
We have partnered on three related products: MarketPsych Analytics, StarMine MarketPsych Media Sentiment Model, MarketPsych ESG Analytics. MarketPsych sentiment indicators are used by us and clients for many reasons, including the creation and augmentation of trading strategies, volatility forecasting, risk management, event monitoring, macroeconomic now casting and earnings call advisory....
relevant regions
New York, NY, United States
MCO Know Your Transactions (KYT)
Risk becomes especially sensitive when it originates from within the core trading operations of the firm, that very place from which your reputation and your bottom line is built. Address deal review management, MAR and trade compliance with the comprehensive tools in our KYT suite. Trade surveillance Tracks firm/client and employee trading......
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
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
Singapore, Singapore
El Segundo, CA, United States
Middle and Back Office Outsourcing
Increase efficiency, reduce costs by outsourcing your operations As an investment management company, your goal is to generate returns for your clients, and revenue for your organization. A functioning middle- and back-office plays a crucial role in achieving those objectives. However, tasks like reconciliation and performance reporting can be costly, time-consuming, and......
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
Stamford, CT, United States
Middle Office Services
Gone are the days of staffing up an internal team to remain ready to handle middle office tasks when they arise. We bring a modern approach to leveraging our expertise and technology to provide you with a more efficient execution. Further, whether it's one-off client onboarding for a new RIA, or......
relevant regions
San Francisco, CA, United States
Middle Office & Trading Risk
Firms are trading ever larger derivatives volumes as they address new market demands and incorporate financial innovations. The total cost of trading is also increasing driven by larger trading volumes and, in addition to existing XVA spread and margin requirements, new complex regulations such as Basel III’s FRTB and SA-CCR.......
relevant regions
Mumbai, India
MoneyWare Tradevizor
MoneyWare Tradevizor is a FIX compliant front-office trading and risk management solution that makes trading in multiple markets easier through a single application. The solution is a multi-asset, multi-exchange and multi-currency real-time trading platform. The application that is user-configurable and user-definable features facilitate direct market access to wealth managers, investment institutions......
Chicago, IL, United States
Morningstar® Total Rebalance Expert®
What we offer Our customizable technology will help you find the best trades to increase tax savings, reduce fees, and maintain target allocations. Simplify the portfolio management process and automate the rebalancing aspect of your practice to save time and prevent errors. Access the big picture With our real-time, snapshot view, easily check......
relevant regions
Windsor, CT, United States
Moxy
In a complex and fast-paced trading environment, a seamless trade order management system is more important than ever. Moxy is proven to improve operational efficiency with a seamless workflow from portfolio modeling through to trade creation, execution, confirmation, allocation and settlement. Part of the powerful Advent Investment Suite and built on industry-standard technology,......
relevant regions
Bangalore, India
Mphasis Back Office Services
Delivering the next The collaboration between Mphasis and Thomson Reuters is a transformational opportunity for the wealth management industry. Mphasis will now offer its back-office operations solutions to wealth management firms that use the Thomson Reuters BETA platform. These include services ranging from customer acquisition, account management through trade execution, portfolio......
relevant regions
Bangalore, India
Mphasis Service and Trading Operations
With the rise of the millennials in the workforce, wealth is shifting to a younger, more digitally savvy clientele. The drivers transforming wealth management and brokerage include changing client demographics, increased competition especially from Fintech firms, a more stringent regulatory environment, and a potential economic slowdown. Every financial activity is......
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
Non-US Investment Funds
Our current active universe stands at approximately 93,500 share class funds made up of: 13,500 UK Funds 30,000 Irish Funds 50,000 Luxembourg Funds Until recently, EDI provided closed-end fund and ETF information that were exchange-traded. In 2021, EDI launched the new, covering open-ended funds to expand our services We also provide EDI translation services covering......
relevant regions
New York, NY, United States
NOVA
Portfolio Construction NOVA covers the entire investment management process from front-to-back office, achieving optimal risk-adjusted outcomes for investors Enhance decision making by deploying our optimization algorithms that provide recommendations to rebalance or correct compliance breaches across portfolios Save time by streamlining the allocation process for new issues and secondary market purchases Analyze the impact......
relevant regions
Bath, United Kingdom
Novia Global Wealth Management Service
Our tools have been developed in conjunction with experts suppliers, such as Financial Express, to provide the means to simply and easily inform and manage investment decisions. We add further value by cutting out unnecessary paperwork and removing time wasted by avoiding the need to re-enter data. The tools enable advisers,......
Singapore, Singapore
Noviscient
What we do We work with boutique trading groups around the world to provide scalable access to alpha for our investors. Our proprietary models dynamically allocate to these alpha strategies to deliver customised solutions with consistent performance in all market conditions. Paramount to our principles is the provision of access to......
relevant regions
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
Nucoro Platform: Self-Directed Investing
Our holistic wealth management platform gives your customers easy access to the stock market, empowering them to invest in the brands they love instantly, from their mobile device or desktop. Enabling fully automated next-generation financial products for your clients, your new digital service offers a streamlined, seamless journey for every......
relevant regions
New York, NY, United States
Numerix Oneview Enterprise Platform
Numerix Oneview Enterprise Platform is the next generation pricing, risk, analysis and trade management platform designed for the next evolution of the capital markets. Driven by innovations in dependency graph technologies, the Platform is the only real-time cross-asset platform putting the front office first, while driving analytic consistency across all business......
Auckland, New Zealand
NZX Wealth Technologies Platform
NZX Wealth Technologies is a wealth management business owned by New Zealand's exchange. It delivers rich online platform functionality available to enable New Zealand investment advisers and providers to efficiently manage, trade and administer their client's assets. ZX Wealth Technologies provides custom built platforms for larger organisations and a turn-key solution......
relevant regions
San Francisco, CA, United States
OKCoin Platform
Put your money to work From Stacks to Polkadot, get even more from the assets you hold with our staking and DeFi offers. Take the market to go Our mobile app makes it easy to buy crypto and see what’s happening with your portfolio while you’re out and about. HODL with confidence We keep your......
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
Meyrin, Switzerland
OLYMPIC Banking System - Order Management
Institutions face significant challenges in being able to optimise order management processing and control costs. Ensuring compliance with ever-changing regulations remains a costly and time-consuming process, especially when trying to manage it across disparate systems. Data accuracy is another key area of risk. Pre- and post-trade checks can be performed......
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
London, United Kingdom
Option Analytics Service
This service can run tests simulation of trading strategies, generate risk and regulatory reports on portfolios of options and underlying securities, perform an in-depth analysis of options positions. Accounting firms can also use this service to their advantage, to help to calculate the amount of dividend equivalent payment and delta......
relevant regions
San Mateo, CA, United States
Orchestrade
Solid, market proven, stress-tested, industry grade software with real open architecture that allows you to realize your vision without additional development. We are different from the incumbent legacy technologies that deliver only a restricted offering. We have the market insight and true industry understanding that is lacking in the limited toolkit......
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
Paris, France
Order & Trade Suite
With the Order & Trade Suite, SLIB offers a wide range of solutions to support all your trading activities, whether for your own account, for institutional clients or for private individuals, covering both the buy-side as well as the sell-side of the business. The SLIB Order & Trade Suite includes a set of products......
relevant regions
Toronto, ON, Canada
OrderXPRESS
OrderXPRESS is an intuitive, guided order-entry solution which enables advisors to place error-free trades in a fraction of the time....
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 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
Jericho, NY, United States
Outsourced Services
NAV reconciliations Fund administration Shadow accounting Investor onboarding Funds & liquidity management Asset servicing Derivatives and Level 3 valuations ...
relevant regions
Coral Gables, FL, United States
Outsourcing
At Abakus, we work with a wide variety of financial services firms, including single family offices, multi family offices, separately managed account providers, wealth managers and financial advisory firms to deliver top-notch reporting tools to clients. Our services are designed to take the burden off you by managing middle and......
relevant regions
London, United Kingdom
Paragon
Paragon is a fixed income solution with a strong track-record over two decades serving a diverse range of financial services organizations: from small community or regional banks, credit unions, fixed income broker-dealers, correspondent banks (that provide third-party administration services to banking clients), to several of the top-tier banks in the......
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
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
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
Jericho, NY, United States
Perfona Investment Management System
On or off-premise Redefined innovation Front office, operations, accounting, IR Shadow accounting Investor management Reconciliations Third party integrations ...
relevant regions
Tel-Aviv, Israel
Personalised Structured Deposits for Banks
Offering what the customer wants or fits their risk profile is the pinnacle of investment propositions. To do so, a financial institution must: Profile a customer, including their risk appetite Decide what type of products and level of capital protection meets the customer’s needs Assess the regulatory framework and internal governance Structure and issue products......
relevant regions
Douglas, Isle of Man
PFS-PAXUS
PFS-PAXUS is revolutionary in that it integrates all the processes that are normally performed on multiple systems, including: securities portfolio, allocation system, general ledger, fee calculation, share registry, investor communications and web portal. Benefits of this approach include increased efficiency, reduced risk of error, faster valuations, a simplified technical landscape and the ability to......
Waterlooville, United Kingdom
Plannr
Spend less time doing more Your time is precious. Use our automation engine to free up time so you can spend more time with clients and less time on repetitive admin tasks. Easy secure communication Communicate securely with your clients, team or third-party service providers all from within Plannr. Encrypted to bank-level encryption,......
relevant regions
New York, NY, United States
Platform Solutions
Sub-Custody We allow banks to leverage our secure in-house custody platform so they can expand their capabilities without the hassle. White label our secure, regulated, audited custodial platform and world-class execution capabilities, you can leapfrog the competition with the best technology in the industry. Consumer Products Leverage NYDIG’s secure custody & execution capabilities......
relevant regions
Jacksonville, FL, United States
Portfolio Management
In the competitive financial world of portfolio management, clients need powerful technology that delivers results. FIS’ Investor’s View portfolio management software digitally connects portfolio managers, financial planners and back-office users to all the relationship, investment accounting and performance data in one aggregated platform to help manage investments. Increase business performance and......
relevant regions
Copenhagen, Denmark
Portfolio Management
Fully integrated portfolio management and reporting solutions Our advanced, cost efficient, turn-key portfolio management solution – Saxo Portfolio Manager – integrates seamlessly with our trading platforms. Wealth and asset managers, banks, fintechs and financial advisors can use it to trade on and manage their client portfolios with greater efficiency. Integrated portfolio management Rebalance......
relevant regions
New York, NY, United States
Portfolio Management Solution
Investment management firms by their nature need to respond rapidly to market shifts to minimise risk and take advantage of opportunities presented by market and regulatory change. This includes new asset classes, new valuation methodologies, new operational processes including central clearing, increased counterparty risk, increased liquidity risk, cost pressures and new regulatory reporting. Quantifi's......
Boston, MA, United States
Portrait Analytics
Discover new ideas that align with your investment objectives Screen for companies that fit nuanced qualitative and quantitative criteria. Whether it's finding ideas that fit into your firm’s “mental models”, or identifying companies most impacted by a key development or trend, Portrait can surface the most relevant names for you to dig......
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......
San Francisco, CA, United States
Post-Trade Processing
Our platform’s native front-to-back integration provides you with the ability to analyze and adapt your processes to achieve optimal STP and reduce total cost of ownership. In addition, the solution’s Task Station consolidates all exceptions arising from workflow-based STP and provides you with a unique real-time cross functional dashboard that......
relevant regions
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
Costa Mesa, CA, United States
PowerAgent
PowerAgent is the #1 mutual fund shareholder accounting software available for lease or sale according to the 2016 Mutual Fund Service Guide. Our mutual fund transfer agents and mutual fund transfer agency service providers use the flexibility of the PowerAgent software suite to increase efficiency, reduce risk, and enhance customer service......
Costa Mesa, CA, United States
PowerAgent for Subaccounting
Brokerage firms, investment advisors and trust departments take control of investor servicing across fund families, gaining operational efficiencies, and an enhanced client and rep experience using Envision’s PowerAgent for Subaccounting technology. You can elect to use just the technology or also choose to transfer the administrative responsibilities for trade and......
Oslo, Norway
Pricing Service Bonds
NBP provides evaluated prices on fixed income instruments in the Nordic markets, with a stronger focus on NOK and SEK denominated bonds. Also, the company has launched a portfolio of bond indices to meet the demand in the market for relevant independent benchmarks. Clients include mutual funds, insurance companies, pension funds,......
relevant regions
New York, NY, United States
Primary Issuance
A Fully Integrated Capital Raising Platform Get issuer insights from origination to closing. Access a personalized issuer portal to track investor activity, countersign documents, confirm orders and close the capital raising process. Onboard investors to a personalized market Create a streamlined experience for your investors to manage their portfolio and participate in upcoming......
relevant regions
London, United Kingdom
Private Banking & Family Office Solutions
Advancing the high-net-worth experience Private banking, family offices and wealth management firms work with some of the most complex investment situations that require high-touch care. Yet often, investors with the most sophisticated needs experience legacy systems that do not deliver the digital experience many have come to expect. We help replace legacy technology......
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
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......
relevant regions
Lausanne, Switzerland
PROSPERO 365
Our modular, multi-channel front-to-back solution will let you focus on areas where you can add most value right from the start. Prospero comes with a full range of front-, middle- and back-office features. Its modules are delivered ready-to-use, easy to set up and user-oriented. This allows users to focus on......
Rödermark, Germany
PSplus Wealth Manager
PSplus Wealth Manager is the ideal wealth management software for family offices, asset managers, banks and foundations. As well as representing liquid assets, PSplus depicts private equity, real estate and other illiquid assets and consolidates complex asset structures. The modules Advisor Portal and Client Portal support in addition the complete process......
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
Novosibirsk, Russian Federation
QUIK Software Package
Trading interfaces QUIK server modules that provide connection to over 30 global trading venues including leading Russian and international exchanges, off-exchange trading systems. News and market data interfaces QUIK server modules that allow getting information (news, quotes) from external sources. Service modules QUIK server modules that provide additional services to users. Infrastructure solutions Software solutions for creating......
relevant regions
London, United Kingdom
Quilter Platform
Our investment platform is a central online portal allowing advisers and their clients to manage wealth. Thanks to Quilter’s platform, you can enjoy: A wider choice of investments, tools, and services to tailor your advice Greater convenience to access everything you need in one place More control over how you manage your clients’......
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......
London, United Kingdom
Readable Corporate Action Notice
RCAN covers 45 crucial corporate events (inc. dividends, mergers and acquisitions, rights offering (issue), spin-offs, stock splits, reverse stock splits, new listings (IPOs), suspensions and delistings etc.) and aggregates corporate actions from over 150 exchanges worldwide. Notices are produced 4 times per day in line with EDI’s incremental feed production......
relevant regions
Boston, MA, United States
Rebalancing
Key Features Automated Drift Alerts Drift Dashboard High & Low Tolerances Equivalences Restrictions Cash Management Custodian Ready Trade Files Block Trading Household-level Rebalancing ...
relevant regions
London, United Kingdom
Reconstruct
Reconstruction, on demand Increase trade transparency and improve oversights Automatically understand your business activity Siloed communication and trade data make it impossible to accurately understand your business activity. By combining insight from communications and trades and orders, efficiently investigate the context around your trades, detect suspicious activity and provide accurate reconstructions to comply with......
relevant regions
London, United Kingdom
Reference Data and Pricing Services
As trading strategies and financial instruments increase in sophistication, and regulatory requirements grow more complex, leverage our reference data, analytics and pricing services to power your pre-trade, at-trade and post-trade workflows. Our analytics and pricing solutions are underpinned by the breadth and depth of our data, ranging from cross-asset market data......
relevant regions
San Francisco, CA, United States
Regulatory Reporting
Regulatory reporting scope has seen a phenomenal increase over the last decade in both complexity and scrutiny, placing more controls and governance requirements onto reporting institutions. With a global financial market, this is compounded through a plethora of jurisdictional specific requirements that an institution must comply with. In parallel with......
relevant regions
London, United Kingdom
Regulatory Reporting
With years of expertise and a proven record in trusted data accuracy, Regulatory Reporting can help you reframe regulation through data insights, workflow automation and easy onboarding. LSEG Post Trade's Regulatory Reporting solutions enable companies to reduce their operational and regulatory risk, and derive greater value from their reporting, through a range......
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
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
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
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
Salerio
A post-execution trade processing system combining matching & confirmation, settlement instruction processing, and failed trade management into a single solution to meet T+1 settlement needs, today. Salerio is a modular, multi-asset class, settlements solution, deployed as a middle office platform by global investment managers, hedge fund managers, asset owners, sovereign wealth......
relevant regions
Copenhagen, Denmark
SaxoTraderGO
Powerful trading tools A comprehensive range of trading and investing features with a user-friendly interface. Comprehensive account overview Manage your account or analyse performance in detail with our revamped account section. In-depth Research hub Inform your trading with curated research content, including news, SaxoStrats analysis, price data, trade ideas and educational material. Innovative risk-management features Discover unique......
relevant regions
Copenhagen, Denmark
SaxoTraderPRO
Advanced trading features High-performance tools built to manage and execute orders, with in-depth market analysis features. Comprehensive account overview Analyse your performance in detail and download historical reports for bookkeeping purposes, with our revamped account section. Innovative risk-management features Discover unique tools to manage your risk and control your positions. Account shield - The account shield......
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
London, United Kingdom
Securities Reference File
With Exchange Data International’s security reference file, investors and analysts alike can: Get up-to-date information on all equities, warrants, fixed-income instruments and many other types of securities traded on global exchanges. Easily identify the majority of listed securities along with associated standing data. Select reference data from over 40 fields including: Company: Issuer name,......
relevant regions
San Francisco, CA, United States
Securitize Platform
Securitize is a compliance platform and protocol for issuing and managing digital securities on the blockchain, including dividends, distributions, and share buy-backs. Securitize’s innovative Digital Securities Protocol (DS Protocol) enables seamless, fully compliant trading across multiple markets simultaneously. Securitize actively partners with exchanges, broker-dealers, custodians of crypto, escrow services, and......
relevant regions
Oaks, PA, United States
SEI Wealth Platform
SEI Wealth Platform: The future is here Wealth management firms like yours face an array of ever-growing risks. Profitability pressure, increased competition, regulatory concerns, rapidly evolving technology and escalating demand for seamless, customer-driven experiences are driving industry change at a brisk pace. It’s a complex situation that requires a unified solution......
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
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
Short Interest Data
Countries with Short Interest Data by position holder: Austria, Belgium, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Netherlands, Poland, Portugal, Spain, Sweden, UK, Japan. Data for these countries is reported to local regulators in compliance with ESMA short selling regulations and began for most of these markets on 1 November 2012.......
relevant regions
Brighton East, VIC, Australia
SimpleFund360
Empowering SMSF professionals Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Artificial Intelligence Work smarter, faster and with more accuracy with Simple Fund 360’s artificial intelligence powered smart transaction matching and review technology. BGL SmartDocs Quickly turn your SMSF paperwork into usable, digital data......
relevant regions
Brighton East, VIC, Australia
SimpleInvest360
Empowering accounting professionals Go beyond manual data entry. Grow your trust investment and portfolio management business with Simple Invest 360! Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial......
relevant regions
Scottsdale, AZ, United States
Simple Trade Monitor
Background Your Code of Ethics requires an adviser's "access persons" periodically report personal securities transactions and holdings to their chief compliance officer or other designated persons. Historically, this need is completed by ordering duplicate statements from outside companies or asking employees to provide quarterly statements. The statements are then manually sorted, reviewed,......
relevant regions
Paris, France
SLIB Clearing & Settlement Suite
SLIB offers a wide range of software solutions to assist all post-trade activities. These tools, included in the SLIB Clearing & Settlement Suite, enable you to securely monitor the whole processing chain up to the final transactions settlement: from Client/market matching to the comprehensive management of settlement instructions. The SLIB Clearing & Settlement......
relevant regions
Paris, France
SLIB Middle Office
SLIB Middle Office meets the requirements of both sell-side and buy-side organizations that are seeking for successful post-trade solutions in order to increase the efficiency of their operational middle office. SLIB Middle Office automates all the process of allocation of the retail or institutional orders retail perfectly integrating the systems of......
relevant regions
Paris, France
SLIB Position Keeping Suite
Account and position keeping has been at the core of SLIB's offer for the past 20 years. Our goal with the SLIB Position Keeping Suite is to provide your organization with an effective and comprehensive set of tools. The SLIB Position Keeping Suite includes a set of products particularly suited to the requirements of the following......
relevant regions
Paris, France
SLIB Risk Suite
SLIB Risk Suite tools perform the role of a central risk hub, concentrating flows, standardising best-practice, and aggregating and/or offsetting client risk across markets. Our tools measure and monitor risk exposure in near real-time, on any client account, including segregated and omnibus accounts, and internal clients. SLIB focuses on counterparty risk in......
relevant regions
London, United Kingdom
SmartDX
SMARTER Documentation for Capital Markets Capital Markets participants can no longer afford inefficient document negotiation and manual processes. Documents must be created, shared and stored digitally to facilitate downstream data processing and reduce reconciliation. Currently, there continues to be a heavy reliance on market participants to manually reconcile data from documents throughout......
relevant regions
Zug, Switzerland
Smart Valor
Trade cryptocurrencies, hassle-free Buy Bitcoin, Dash, Ether and others in minutes. Advanced trading tools Trade cryptocurrencies on our state-of-the-art interface. Staking services Earn staking rewards with SMART VALOR and watch your money work for you. Security and custody Enjoy peace of mind thanks to SMART VALOR's institutional-grade security Support for many fiat currencies Buy, sell, and withdraw easily using......
relevant regions
West Palm Beach, FL, United States
SMArtX
Turnkey Asset Management Platforms (“TAMPs”) have built a loyal following over the years by providing advisors and broker-dealers with a more efficient way to operate their business, access strategies, and meet client demands. Several firms have created bespoke solutions that each have their own services, features, benefits, and drawbacks. This......
relevant regions
Tel-Aviv, Israel
Solutions for Distributors
How Futora helps you reach and better service clients Futora enables any financial institution to access structured products with a click of a button so they can offer bespoke investments to their clients. Futora is an end-to-end solution covering all aspects of the investment product lifecycle, including access to liquidity partners,......
relevant regions
Tel-Aviv, Israel
Solutions for the Buy Side
Marketing collateral and advice is useful, but results dramatically improve as a result of thorough analysis. Access to structured investments such as autocallable notes or participation notes must be straightforward and cost-effective to reduce friction for investors. Unfortunately, platforms delivering efficient analysis and execution are hard to find and expensive to......
Paris, France
Sopra Banking Platform
Sopra Banking Platform can provide in-depth, end-to-end coverage for your entire financial business or can meet needs of certain business segments on a modular basis. Whether you are looking for a quicker way to launch products, increase margins through superior position keeping or manage large data volumes in the most......
Geneva, Switzerland
SpeciBLOTTER
SpeciBlotter is a front-middle office tool designed for traders, risk managers and RMs. It supports the forex activity (spot, forward, swap, currency option). SpeciBlotter speeds up the booking process and gives transparency on the daily and intraday positions. Software challenge Aims to fit the needs: Calculates profit and loss by portfolio (pure trading, customer......
relevant regions
Geneva, Switzerland
SpeciOPTION
The scheduler on SpeciOption tracks the events occurring on the trade: opening, closing, exercise and abandon, hit. Traders can load their term sheets into the system to quickly define the contracts. Alerts are generated when the barriers are hit. Reduce operational risk More structured Manage the product life cycle Software challenge Aims to follow all the......
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
Singapore, Singapore
STACS Platform
Complete infrastructure STACS Platforms is a complete blockchain infrastructure that allows financial institutions to utilise DLT for their business activities simply. It includes a full range of front-end platforms, rich connectivity via an API layer, and a robust underlying STACS Blockchain, designed for capital markets. Simple, yet elegant-as-a-service What do we mean by......
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......
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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
Stockal for Business
Benefits of a Stockal partnership Easy integration with a robust platform with the flexibility you need Used by thousands of people - Stockal is used by thousands of investors to execute US$40 million+ in transactions every month Flexible pricing capability - Configure pricing the way you want. Keep it zero, charge flat fees or make......
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......
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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
Strategy Architect
Developing quantitative trading strategies can be profitable, but it typically requires a significant investment of both time and money. The cost can be upwards of US$1 million per year for software developers, quantitative researchers, and data infrastructure, and it can take at least six months to create a viable strategy. Our......
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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
Plymouth, United Kingdom
Succession Investment Platform
Our platform is a bespoke, open architecture system, offering unbiased access to more than 4,000 funds, as well as a comprehensive range of alternative investment types covering all asset classes and attitudes to risk. It enables business principals, advisers and support staff to select investment solutions that best meet the......
relevant regions
London, United Kingdom
SureVu
Created for investment managers, outsourcers (asset servicing and securities servicing firms) and custodians, SureVu is intuitive, easy-to-use software designed to automate and improve existing settlement infrastructures, bringing scalability in the face of an ever-increasing regulatory environment. Manage with confidence – mitigate settlement risk that comes with a trail of communications via......
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
Berwyn, PA, United States
Tamarac
Tamarac provides best-in-class portfolio and client management software, empowering your firm to operate with greater efficiency and profitability, while delivering a superior level of service to your clients. Upgrading your firm’s systems can be a significant undertaking. Tamarac has the experience and staff to support your business every step of the......
relevant regions
Berwyn, PA, United States
Tamarac Trading
More RIA firms choose Tamarac than any other rebalancing software provider. Whether you're using a passive or active management strategy, Tamarac dramatically abbreviates the trading process while adhering to your investment strategies, custom account settings, restrictions, and tax sensitivity settings. Tamarac Trading delivers much more than portfolio rebalancing. Automate your model......
relevant regions
Vienna, Austria
TAMBAS+
The complete banking solution TAMBAS+ is a tried-and-tested powerful core banking system with solution modules for customer, account and portfolio management, treasury services, payments and transfers, general ledger, accounting, controlling, and securities. Fully integrated third-party solutions are used for specific tasks, such as reporting and prevention of money laundering. Functional platform With a......
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......
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Geneva, Switzerland
Taurus Protect
Patent-pending HSM and MPC technology Unrivalled technology Defense in-depth security Hardware + software + fraud detection. ISAE 3402 Type II audited. Large choice of use cases Staking for crypto, asset servicing for tokenised securities. Rapid integration, flexible deployment < 10 days of integration. On premise, SaaS, or hybrid...
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
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
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
Perth, WA, Australia
The Asgard platform
By choosing Asgard, we enable you to concentrate on giving your clients great advice. How? By taking the pain out of administering your clients' accounts through the use of AdviserNET, our award winning portfolio management solution. And because our range of products caters for all your clients' investment needs from......
relevant regions
Norwich, United Kingdom
The Aviva Platform
Features and benefits Our easy-to-use platform offers value for money and has all the essential functionality you need. Lets your clients hold their investments in one place. Bulk transactions and business reports reduce admin time, giving you more time with your clients. Streamlined quote and apply process saving you time and money. With the Aviva......
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London, United Kingdom
The Clareti Platform
Technology for today We built the Clareti platform from the ground up with the latest big data, cloud-native technology. This ensures you get the versatility, scalability, and power that your business needs. Modern flexible technology API-based infrastructure The Clareti platform is designed to fit into and use API-based infrastructure, enhancing in-built capabilities and supporting......
relevant regions
Limassol, Cyprus
The EXANTE Trading Platform
The EXANTE platform works on every device. Trade on the web, from a desktop Windows, macOS or Linux terminal, or right from your iOS or Android smartphone. HTTP API Use our HTTP API to design sleek, fast and data-rich financial apps. From smart messenger bots and option strategy advisors, to market analysis mobile apps, websites with stock tickers and wholesale......
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London, United Kingdom
Threshold Securities
Identify each listed security through the added fields from our reference data file: Issuer Name ISIN US CodeExchange Security Description Get direct access to Threshold data aggregated from the NASDAQ Stock Market, New York Stock ExchangeNYSE ArcaNYSE MKTOTC Markets....
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Tel Aviv, Israel
TipRanks for Enterprise
Our multi-award-winning technology allows us to process millions of textual forms daily, including financial news, social media, research reports, blogs, SEC filings, active portfolios and more. TipRanks’ unique products and datasets are used by hundreds of financial institutions and millions of direct investors. Trading platforms Significantly increase your customers engagement, retention and......
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......
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Plymouth, United Kingdom
Totally Integrated Practice System (TIPS)
Unlike other systems, the core design of TIPS was based on RDR requirements - Client Servicing, handling fees, increased reporting, client accounts, invoicing, VAT etc. TIPS can of course handle products, but it really concentrates on those client centric areas which are difficult to document and control such as client aims,......
Singapore, Singapore
TradeChk™
Before routing the orders to the stock exchange, risk management is facilitated by TradeChk which checks custodian information and limit risks. Users will also be able to download the latest information on designated/"high-risk" counters for risk checking purpose. All these features ensure a well-risk-managed trading environment furnishing real-time information on......
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......
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Singapore, Singapore
TradeData™
This databank brings to your fingertips historical time & sales, fundamentals, tick data and news to assist you in generating management reports for analysis purpose. Powered by Reuters knowledge which provides fundamental data and company financial report information, this data repository keeps historical prices for analysis thereby allowing the front-end......
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
TradeDirect™
This tried and tested order management system is able to perform client account management, real time credit limit checking with TradeChk, order and trade status updates and confirmations....
Freiburg, Germany
Trade Director
Its cross-asset and multi-market capability supports the entire trading process of equity, fixed income, foreign exchange, money market, commodities and derivatives – traded on or off exchange. The open system architecture allows the easy integration into your existing IT infrastructure....
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Singapore, Singapore
San Carlos, CA, United States
tradeEdge
tradeEdge is a collaboration based trading platform that integrates with industry-leading trading and execution solutions like Advent Moxy®. It works with real-time data from your trading solution not requiring data import/export. It also supports trading restrictions, and approvals process. Key Features Customizable Dashboard Track your firm’s exposure, commissions, and trading activity, as well as......
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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......
San Carlos, CA, United States
tradePort
Trading and rebalancing introduce preference-based sleeves to create truly custom models. It allows for the creation of trades at accounts and household levels with ease. Firms can automate the model assignments to accounts. Models can be defined at Asset Class, Sub Asset Class and individual security levels. The product’s event management......
relevant regions
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
San Francisco, CA, United States
Trade & Transaction Reporting
It has been a decade since G20 member states endorsed a plan to increase market transparency and facilitate global financial stability. With the advent of stringent regulations across a growing number of regimes, counterparties are facing the daunting task of collecting and validating trade and transaction data from disparate trading......
relevant regions
New York, NY, United States
Tradeweb direct: Retail and middle markets
Tailored trade solutions Tradeweb Direct is one of the largest fixed income marketplaces in the U.S. for financial advisors, RIAs, traders and buy-side investors with leading offerings in Municipal Bonds, U.S. Corporate Bonds and Certificates of Deposits (CDs). Driven by years of experience and partnership with clients, our systems are engineered with......
relevant regions
New York, NY, United States
Tradeweb: Institutional market
Unrivaled access to deep liquidity & advanced technology Institutional investors around the world rely on Tradeweb for direct access to deep liquidity, pre-trade price intelligence, flexible protocols and post-trade analysis to enhance their trade execution strategy and drive increased performance. Real-time pre-trade pricing from over 50 leading liquidity providers Innovative trading protocols tailored for each marketplace Streamlined......
relevant regions
Windsor, CT, United States
Tradex
The complexity of the fund market presents many challenges on the operational side, especially with regards to the order process. Tradex is a flexible and scalable fund operation solution that lets you replace manual procedures with a highly automated workflow, from order entry through to settlement. Manage high transaction volumes with less effort,......
relevant regions
Charlotte, NC, United States
Tradier
Tradier, Inc., is an industry leader in providing next generation brokerage solutions that enable platform providers and developers, digital advisors, registered investment advisors and registered broker-dealers to offer trading access to the US markets through its bundled APIs from their platforms. Tradier is the first brokerage API company and its......
Zurich, Switzerland
Trading
Market-leading institutional approach Our crypto brokerage is a Swiss financial intermediary that enables banks and institutional clients to participate in the emerging digital asset class. We offer automated trading via institutional-grade APIs with limited counterparty risk. Trust our market-leading institutional measures: Part of Deutsche Börse Group: limit your counterparty risk State-of-the-art platform: automate and integrate trading Swiss-based &......
relevant regions
Stavanger, Norway
Trading
A connectivity API solution for online trading Huddlestock Trader is integration-ready with leading core banking systems, for direct access to capital markets. Easily integrated as a standalone trading component A base for a self-directed trading app A building block to a full-service Brokerage-as-a-Service offering ...
relevant regions
Auburn, CA, United States
Trading
This assistant works 24/7 and doesn’t take vacations Nitrogen Trading is on the job 365 days a year, scanning every client account in your book of business to make sure things are staying on track. Risk Number Drift? You’ll know when it matters. Time for a cash distribution? It’s right on the dashboard. Tax loss harvesting......
relevant regions
Omaha, NE, United States
Trading
Trade with efficiency, customize portfolios with ease Scale your back-office trading proceses Trade efficiently and confidently with block trading, custom workflows, automatic alerts, and pre-trade reviews. Personalize client portfolios Create custom, tax-advantaged SMA portfolios for each client’s unique objectives. Enhance your investment strategies Expand your investment offering with access to models from leading institutional strategists. Do more......
relevant regions
West Chester, PA, United States
Trading
STP’s institutional systems and support can handle volumes large or small, NYSE, NASDAQ or foreign securities, and combination trades. Robust Trading Capabilities Trading and rebalancing services are at the forefront of just about every conversation we have with investment firms. Hybrid asset managers and wealth management teams can integrate order management and allocations with......
relevant regions
San Francisco, CA, United States
Trading for Institutions
Through our global relationships and insights gleaned from our proprietary data, we make smarter decision making easier. Whether for new direct investments, add-ons to existing holdings, or to trim a position, we’ll tailor our relationship to meet your specific needs. Making connections that count Get access to our sought after supply We believe......
relevant regions
El Segundo, CA, United States
Trading Platform
The ultimate aggregated orderbook Trade on a centralized orderbook of the world’s top exchanges—including institutional markets inaccessible outside sFOX—from one easy-to-manage account. Best execution that aligns with your trading Our incentives ensure that you always execute at the best prices globally. Price improvement Advanced smart order routing passes price improvements directly to you, so you......
relevant regions
New York, NY, United States
Trading Solutions
Trading systems have experienced major shifts in the recent couple of years. Obviously trading is no longer something that happens only behind the doors of major financial institutions - trading has expanded into the mass market. Today people want to trade themselves and consequently a need for proper educational engines......
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 Reporting Managed Service
Qomply's Managed Service alleviates the burden of technical expertise but also provides peace of mind that regulatory requirements are being met in a risk-free and cost-effective manner. Firms have the potential to reduce their transaction reporting costs by over 50 percent. This considers savings across divisions such as technology, internal......
relevant regions
London, United Kingdom
Transact Wrap Platform
Since Transact started operating in 2000 we started something of a revolution in the UK by launching the Transact wrap service. Now you might be forgiven for thinking, given our success, that we might kick back, take it easy and live off past glories. But that really isn’t our style......
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
New York, NY, United States
Trax® Reporting Services
Whether you’re in the front-, middle- or back-office, on the buy-side or the sell-side, complex changes in regulatory obligations—CSDR, SFTR, MiFID II, EMIR and more—are creating unique challenges. Now, you can use our advanced, comprehensive suite of reporting solutions to reduce operational risk and improve systemic controls. Automating and streamlining your......
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
Newcastle upon Tyne, United Kingdom
True Potential Wealth Platform
For UK financial advisers looking to maximise investment opportunities for clients, the True Potential Wealth Platform is structured for growth. With a fully-integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs. Built from the ground up using True Potential’s award-winning in-house technology, the Wealth......
Jacksonville, FL, United States
Trust Accounting
Changing regulations, increased cost pressures and more complex IT structures are driving firms to implement more cost-effective, efficient operations solutions. Our comprehensive trust platforms empower firms with the flexibility to select the deployment option and solution suite that best meets their needs. Enjoy the flexibility of being able to choose a......
relevant regions
Bay Harbor Islands, FL, United States
Turn Key Solution
Focus on growing your advisory business. Let us take care of the alternative investment back-office needs. Reduced investment minimums for your clients Create portfolios with 60+ institutional private equity and hedge fund exposures, with only US$1 million and no per‑fund minimums. Integrated cloud-based portfolio management tools Get real-time access to proprietary quantitative analytics and portfolio optimization technology......
relevant regions
London, United Kingdom
UK FundsCAB
FundsCAB Corporate Actions: Administration Cancellation of Listing Capital Reduction Capital Repayment Capitalization/Bonus Issue Change in Administrator Change in Fees Change of ISIN Change of Name Change Of Settlement Structure Change to Distribution Frequency Change to Investment Policy/Objective Compulsory Purchase Conversion Dealing Suspension Fund Closure Fund Launch Liquidation Merger Redomicile Return of Capital Scheme of Arrangement Security Swap Special Dividend Sub-Division Takeover ...
relevant regions
Chicago, IL, United States
Unified Managed Household (UMH) Platform
GeoWealth’s open-architecture platform supports all types of investment programs and vehicles along with a state-of-the-art automated back office module enabling RIAs, individual advisors, and institutions to run a cost-efficient business and concentrate on asset gathering while bringing unique value to their clients. Work smarter With multiple facets to our cloud-based platform, we......
relevant regions
Krumpendorf, Austria
UNiQUARE BRANCH
The solution is able to fully reflect the bank organization with complex branch and partner networks and streamline relevant business processes. It achieves high efficiency in the settlement of the classic business of a financial institution (transactions, cash, cashless, accounts, safes, cards, etc.). UNiQUARE BRANCH also uses the universally applicable omnichannel......
relevant regions
Krumpendorf, Austria
UNiQUARE LOAN
The system provides standard interfaces to all relevant third-party systems and allows e.g. an object valuation at the touch of a button. The result is early clarity about the feasibility of the project, risk minimization and personalized, customized financing solutions. System-managed processing reduces process costs and complexity. This ensures an......
relevant regions
London, United Kingdom
Unit Investment Trusts
Fields Available for unit investment trust Reference: UIT ID Action Flag Action Time ISIN US Code Local Code SEDOL Exchange Code Issuer Name Trust Name Security Name Security Description Deposit Date Maturity Date Distribution Date Distribution Frequency Tax Class ...
relevant regions
Jacksonville, FL, United States
Unity Wealth Platform
The investment world is quickly evolving, and you need to find better ways to retain assets and win new accounts, while expanding and personalizing services to your clients. To succeed, you must leverage technology and data effectively to increase advisor productivity and better profile multi-generational and demographically diverse clients. You......
relevant regions
London, United Kingdom
Universal Depository Receipts
The database contains market-level links between the DR and the underlying share. It includes: Coding and listing information. Ratio information, depository bank details. The level description and sponsored/unsponsored status. ...
relevant regions
London, United Kingdom
US Bankruptcy Data
The case information for all companies that file bankruptcy in the 94 U.S. Bankruptcy Courts is imported and updated daily, currently consisting of more than 500,000 bankrupt companies. In addition to a compressive database, we "track" and write news about every public company currently operating under Chapter 11 protection. This......
relevant regions
London, United Kingdom
US Dividend Reclassification
The files also contain the specific income classifications needed for accurate and timely income tax reporting for each dividend payable on the security. NRA Exempt Income Dividend – Amount per share, exempted from additional withholding taxes on dividend/interest income, applicable to foreign entities (individuals, partnerships, corporations, estates, and trusts) from......
relevant regions
London, United Kingdom
US Mutual Funds
The feed contains over 20+ fields, including: US Local Code ISIN CFI code Tickers Issuer name Easily crosscheck data with other providers using Financial Instrument Global Identifiers. Financial Instrument Global Identifier (FIGI) Financial Instrument Global Identifier Composite (FIGI composite) Financial Composite Ticker (Composite Level) (Tickers + Exchange Codes) Financial Exchange Ticker (Exchange Level) (Ticker + Exchange Code) ...
relevant regions
Freehold, NJ, United States
US Options Reference Data
From the SMI content, users can identify all traded Issues that are included in the standardized options universe from the SMI offering. Once all root issues are known, SMI will provide EOD pricing details based on official closing values for both root and options symbol population....
relevant regions
Wakefield, MA, United States
Vestmark Model Trading Service
Potential benefits for managers & strategists Greater efficiency: Reduce the hard-dollar costs, manual workflow and operational inefficiency associated with your in-house model delivery efforts. Improved scale: Reallocate resources toward other initiatives that drive distribution and confidently add more partners without worrying about operational overhead. Greater control: Retain contracts, billing and revenue collection directly......
relevant regions
Wakefield, MA, United States
VestmarkONE Platform
The VestmarkONE® platform is a unique software that lets you start with one asset allocation... built out with securities, SMAs, models and cash... all in flexible sleeves... each with different trading discretion... while preserving true sleeve- and tax lot-level portfolio accounting... all in a single custodial account. Features & functionality The VestmarkONE®......
relevant regions
New York, NY, United States
Virtu Execution Services
Our teams of experts in high-touch, electronic execution, ETF and portfolio trading and dedication to delivering unbiased, transparent and flexible solutions-no matter how or what you want to trade. They meld algo strategies and routing protocals with our innovative liquidity, analytics workflow tools, helping you improve performance, reduce transaction costs and......
relevant regions
London, United Kingdom
WealthExplorer
Client suitability tools (willingness & ability to take risk) A portfolio construction approach that avoids shoe-horning clients into model portfolios Practice efficiency tools such as white-labelled proposal and review documents Execution and client reporting ...
relevant regions
Singapore, Singapore
Wealth Intelligence (WIN)
Contemi's award winning Wealth Intelligence (WIN) solution is a fully integrated, modular tool box catering for exacting requirements of the wealth management and private banking industry. Individually, modules provide 'best of breed' point solutions to solve specific challenges. Deployed together, these modules provide an intuitive, function rich, full front to......
relevant regions
Jacksonville, FL, United States
Wealth Managed Services
FIS' award-winning, end-to-end wealth management solutions allow you to move to a variable-cost model with the confidence that your operations are managed securely, efficiently - and profitably. FIS delivers a complete set of outsourcing services that can be tailored to meet the needs of organizations, with a dedicated client service team......
Mississauga, ON, Canada
Wealth Management Dealer Services Platform
Agora is the leading cloud-based wealth management dealer services platform. We’ve invested in creating cutting-edge web-based technologies dedicated to delivering the best possible online experience, so you can invest in developing clients and enhancing your investor relationships. Easy on-boarding Agora uses automation to make on-boarding effortless and client-friendly Freedom to move Access Agora from......
relevant regions
Lausanne, Switzerland
Wealth Platform
The Wealth Platform of Evooq is an advanced digital workspace intended for Advisors and RMs. It streamlines the investment process end-to-end and gathers all the data for clients, portfolios, products, bank views, recommendations, markets, and risks in one place. The platform makes it possible to efficiently generate investment proposals that align......
relevant regions
Ahmedabad, India
WealthSpectrum
The wealth management industry is undergoing a radical transformation. The industry transformation, market volatility and the changing customer profile and expectations are posing new challenges for the technology as an enabler of the change. The expectations and requirements of the emerging industry are equally radical and cannot be fulfilled by......
Salisbury, United Kingdom
Wealthtime
The rebrand, which will come into effect in the second half of the year (2023), marks a new era for both platforms under CEO, Patrick Mill, and his new executive team....
relevant regions
Salisbury, United Kingdom
Wealthtime Select
The Wealthtime Select platform has been developed over many years by our in-house IT team, who each have pension and investment administration experience. We work in collaboration with our users so we can gain a deeper understanding of your business needs and because the technology is entirely our own, we......
relevant regions
Boca Raton, FL, United States
Web Trading Platform
Delightful HTML5 Trading GUI delivers personalized trading experience on-the-go from any browser on any device....
relevant regions
Copenhagen, Denmark
White label
Benefit from flexible partnerships tailored to your business needs We enable licensed financial institutions to serve self-directed, advised and managed clients, while retaining full client anonymity and control. Our partners can focus on their core business and outsource the full trading and investment value chain to us. We’ll help you get to market......
relevant regions
Zug, Switzerland
White-label OTC Desk
Based on its multi-year experience, FinchTrade is delighted to present a cloud-based software solution that allows financial institutions to offer its clients investing in and trading Bitcoin, Ethereum and other digital assets: Client web portal for onboarding and KYC Trading via GUI, API as well as automated bot in Telegram Connected aggregated liquidity......
relevant regions
London, United Kingdom
Worldwide Equity Corporate Actions
Get direct access to corporate actions data and receive: Comprehensive information on all corporate actions events affecting US equities from over 150 exchanges worldwide, as well as, data for 29,000+ US Mutual Funds. Detailed announcements on many event types including dividends, takeovers, and stock splits So that you can efficiently keep track......
relevant regions
London, United Kingdom
Worldwide Fixed Income Evaluated Pricing
The Evaluated Pricing Service provides prices on a wide range of fixed-income securities, including: Corporate Bonds Municipal Bonds Syndicated Bank Loans Agency MBS Non-Agency CMO CMBS ABS CLO EDI provides a high-level summary of the methodology used to calculate security prices. We acquire observable pricing data from trade reporting utilities and parse indicative prices from emails sent from the......
relevant regions
London, United Kingdom
Worldwide Shares Outstanding
Consist of two data sets: Official Shares Outstanding - Providing official figures sourced directly from local exchanges or company sources, as soon as they are published. The frequency of official updates varies from market to market. Updates can also range from daily to annually. Adjusted Share Outstanding - When corporate actions occur......
relevant regions
Zurich, Switzerland
XENTIS
XENTIS is today’s choice for leading investment companies and is currently used by thousands of users to manage assets worth over one trillion EUR, and to price more than 6,000 funds and 30,000 mandates daily. XENTIS’ comprehensive functionality fully supports the entire investment process by automating front-, middle- and back-office operations....
Melbourne, VIC, Australia
Xplan
Xplan is award-winning financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. Supporting all types of advice, from simple throughto complex needs, Xplan allows you to manage the entire advice process from discovery, current position and goal-setting, analysis, strategy development,......
relevant regions
San Francisco, CA, United States
Zerion App
Explore the metaverse from one place From DeFi tokens to NFTs, it’s never been easier to search, filter and evaluate every asset on the market. See what’s trending, compare historical returns, and more. Trade at the best prices Zerion aggregates all major decentralized exchanges and Layer 2 blockchains, with zero added commission. Manage your portfolio with ease Seamlessly track and manage your entire......
relevant regions
Melbourne, Australia
Zerocap Prime
Your Partner in Digital Assets Independent & Aggregated Liquidity Prime access to multiple sources of deep and fast liquidity, from the best liquidity providers in the business. Offer Crypto Investing to Your Clients Global settlements and clearing, custody with insurance, and yield-generating products for your clients. Institutional Credit Lines Post-trade settlements, margin and clearing with trusted......
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Knowledge Resources
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