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 Solutions407
  • Solution Providers256
  • Knowledge Resources152
Business Needs Filters
Office Presence Clear

Featured Solutions

San Jose, CA, United States

Bill.com for Wealth Management

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

Client type
Relevant Regions
Meyrin, Switzerland

OLYMPIC Banking System - Core Banking

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

Client type
Relevant Regions
Lausanne, Switzerland

All-in-one platform for structured products

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

Client type
Relevant Regions
Norwood, MA, United States

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......

Client type
Luxembourg, Luxembourg

FundsDLT Platform Solution

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

Client type
Tel-Aviv, Israel

Solution for the Private Wealth Industry and Distributors

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

Client type
Relevant Regions
Beverly Hills, CA, United States

Financial Supermarket

For manufacturers (asset managers) that create financial products and are looking to extend access to distributors worldwide (wealth managers, broker-dealers and TAMPs) through a single platform, InvestCloud’s Financial Supermarket is an Amazon™-like international cloud-based marketplace for financial products....

Client type
Relevant Regions
London, United Kingdom

ReportShield™ Quality Assurance Services

Kaizen’s ReportShield™ quality assurance services combine regulatory expertise and advanced technology to act as a shield against reporting issues. Developed by former regulators and industry experts, they provide the controls you need to meet your regulatory obligations and manage your reporting risks. Accuracy Testing Utilising Kaizen’s multi-dimensional testing methodology, Accuracy Testing fully......

Client type
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......

Client type
Relevant Regions
Geneva, Switzerland

New Access - Core-to-Digital solutions

Our core-to-digital solution suite includes an advanced and comprehensive wealth management core banking system (Apsys), a portfolio management system (Equalizer) and a digital client lifecycle management platform (Banker’s Front). Through our offer, we are proud to empower private banks, wealth managers, advisors and asset managers towards their successful business growth.......

Client type
Relevant Regions
London, United Kingdom

Objectway BPaas

BPaaS offer tailor-made services to wealth managers and asset managers, adapting to both the outsourcing of single processes and the entire back office. Objectway expertise and experience cover the management needs of every type of service and investment. Delivery takes place with a 360° vision of processes, transactions, operations, regulatory framework, compliance, risk management, managing all......

Client type
Relevant Regions
London, United Kingdom

Objectway Suite - ADVICE

As part of Objectway Suite, advice is the integrated and customisable software platform enabling wealth management institutions to set up a client-centric advisory process. Augmented intelligence and human governance are blended to achieve higher levels of efficiency and increase the customer base, thanks to a quick generation of optimised suitable portfolios......

Client type
Relevant Regions
London, United Kingdom

Objectway Suite - ARCHIMEDE

As part of Objectway Suite, Archimede 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 to regulations......

Client type
Relevant Regions
London, United Kingdom

Objectway Suite - EXIMIUS

As part of Objectway suite, Eximius 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. The solution is designed to manage......

Client type
Relevant Regions
London, United Kingdom

Objectway Suite - OBS

As part of Objectway Suite, OBS 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

Objectway Technology

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

Client type
Relevant Regions
Athens, Greece

Axia

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
Zurich, Switzerland

ImpaQt+

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

Client type
Relevant Regions

All Solutions

Tortola, Virgin Islands, British

1inch Protocols

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

relevant regions
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
Davidson, NC, United States

Account Maintenance Solution

Traditionally tedious administrative functions like changing addresses on multiple accounts in a household, updating basic account information across households, or adding associated persons to accounts, can be done quickly and efficiently with IFS’s Account Maintenance Solution. And best of all? Because advisors and their assistants can handle these requests faster,......

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
Mountain View, CA, United States

Addepar Trading and Rebalancing

Model Management: Leverage flexible model inputs based on your firm’s style, including the ability to create customized layered models for sleeve-style offerings.  Trading & Rebalancing: Align portfolios to targets with portfolio decisions powered by aggregated Addepar data. Rebalance on demand for select accounts, households, portfolios or an entire book of business. Order......

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
Sydney, NSW, Australia

Adviser

Why add Macrovue to your stable of product providers? Simplified trading Trade international and ASX-listed shares through a single, intuitive adviser trading platform. Experienced investment team Our concentrated share portfolios (Vues) are professionally constructed, monitored daily and reviewed quarterly. Admin support Online applications, annual tax reports and corporate action support reduce the admin burden. Low fees Our fee......

relevant regions
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 unified platform enables advisors to work in a streamlined and efficient manner so they can spend more time building client relationships. Key features Dashboards Portfolio/performance reporting Trading CRM Imaging (documents) Models/rebalancing Operations Mobile App Alerts/workflow Business analytics Planning/goals Proposals Client Our client portal enables advisors' clients to see their complete financial life in a simplified, modern user interface, viewable on either desktop or mobile app. ​​Key features Entitlement-based Portfolio/performance Account aggregation Paperless documents Document......

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
Edinburgh, United Kingdom

Agency Services

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

relevant regions
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

AlgoTrader OEMS

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

relevant regions
Zurich, Switzerland

AlgoTrader QUANT

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

relevant regions
Zurich, Switzerland

AlgoTrader WIRESWARM

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

relevant regions
Dundee, United Kingdom

Alliance Trust Savings Platform

How we give you more We don’t stop at our range of accounts, investments and 24/7 easy to use online service. To help you make the most of your investments with us, we also give you: News, views and analysis to help you make investment decisions Research from some of the world’s leading providers, including Morningstar and Edison Regular......

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
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......

Birmingham, United Kingdom

APA (Advanced Portfolio Administration, Back & Middle Office)

A single point of entry for the recording and administration of data used in the management of your client portfolios. Screen driven processes ensure that from the moment a client is on-boarded all transactions are processed accurately. Labour intensive back-office tasks are simplified and seamless integration of data within other modules......

relevant regions
Stavanger, Norway

Apex

Huddlestock Fintech provides a software as a service-solution that links custody services with asset managers and individual investors. The Apex technology enables end-to-end digital services such as onboarding, client communication, reporting, order execution and portfolio management, all executed on the same platform....

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
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
Geneva, Switzerland

APSYS - Core Banking System

APSYS Core Banking solution is an operations system that has been developed specifically for financial institutions. It can handle the full range of banking transactions, from the order placing in the front-office, through the handling in the middle-office or trading desk, to the accounting and settlement in the back-office. The solution......

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
Bath, United Kingdom

Ascentric

Breadth and depth The beauty of our open architecture platform is the way that it can flex to fit your business and deliver everything you and your clients need. Over 3800 funds available; 45 third party tax wrappers; Over 65 DFM’s supported; A broad range of tools and services; and  Live intra-day access to over 600......

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......

Davidson, NC, United States

Asset Movement Solution

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

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
Chicago, IL, United States

ATOM Align

Our cloud platform, ATOM Align, delivers comprehensive modeling, trade compliance, and real-time electronic executions for investment professionals. The cloud-based platform seamlessly integrates with the leading portfolio management systems, back-office outsourcing providers and custodians for optimized workflow and flexible execution. BlazePortfolio provides a fully hosted platform that empowers investment professionals with enhanced portfolio......

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
Zurich, Switzerland

Avaloq Banking Suite

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

relevant regions
Zurich, Switzerland

Avaloq BPaaS

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

relevant regions
Zurich, Switzerland

axeed PER

In times of low transaction volumes, the question of the correctness of the own processing capacities in the securities back-office becomes more and more evident. Especially for smaller companies, the ability to scale the fixed costs across the short-term processing volumes and sustaining the quality on a certain level will......

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
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 Back Office for broker-dealers automates all the processes from client interfacing, custodian and regulatory requirements. 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......

West Chester, PA, United States

Back-Office Reconciliation

Let us manage the daily overhead of keeping your system live, accurate and up-to-date. We will recommend, and manage, the most effective workflows and processes suited to your situation. Schedule a conversation today to see how we can help your operations department. Post trade data processing Performance history updating Client reporting Manual statement processing Post trade......

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
Chicago, IL, United States

Backstop Accounting - Investor

Manage any manner of pooled investments, from onshore funds with side pockets and lot level details, to offshore funds with multi-currency share classes and series or equalization, each with their own fee structures. Capture all capital transactions, including subscriptions, redemptions, dividends, transfers, assignments, and rollups. Whether you charge fees, accrue......

Geneva, Switzerland

Banking Platform

So whether you’re a private bank, an institutional investor or a Family Office, you can take advantage of IT and banking services two centuries in the making, yet tailored to your needs. We designed G2, our banking platform, because we wanted a solution we could rely on. Today, G2 is trusted......

relevant regions
Stavanger, Norway

Bedrock

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

relevant regions
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
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

BlockEx White Label Brokerage

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

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
Chicago, IL, United States

BondNav®

BondNav® is a cloud-native platform aggregating real-time pricing and request for quotes (RFQs) directly from multiple ATS & ECN platforms, Institutions, Registered Investment Advisors (RIAs), Banks, & Broker Dealers. Trades initiated on the BondNav® platform are executed by InspereX, a veteran team of sales and trading professionals driven to achieve Best......

relevant regions
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......

Schlieren, 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......

Skovde, Sweden

Bricknode Broker

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

relevant regions
Skovde, Sweden

Bricknode Core

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

Skovde, Sweden

Bricknode Fund Manager

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

relevant regions
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
Zug, Switzerland

Brokerage

Our brokerage is a Swiss financial intermediary that enables participation for banks and institutional clients in the emerging digital asset class. A world leading secure and transparent trading infrastructure was developed and is maintained by our specialised team of trading, crypto, and IT experts. This infrastructure provides state-of-the-art principal and agency......

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
Sydney, NSW, Australia

Broker Solutions

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

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
Talinn, Estonia

Buy & Sell Bitcoin

Buying and selling bitcoin can be a daunting process. You deserve a personalized experience and that is what you will receive with us. Bitcoin Reserve puts a strong emphasis on maintaining exceptional service by providing a responsive team for any inquiries, highly competitive fees, and quick settlement times as a result......

Talinn, Estonia

Buy & Sell Stablecoins

Stablecoins provide an alternative transport method for fiat currency, such as USD and EUR. With stablecoins, you can transfer fiat currency around the world in a peer-to-peer fashion 24/7. Convert your fiat currency into one of the major stablecoins Redeem your stablecoin balance back into fiat After going through an efficient onboarding process......

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

Cryptocurrency businesses need to build anti-money laundering (AML) compliance programs that will satisfy banking and regulatory relationships. Without proper controls in place, businesses engaging with this new asset class could be excluded from the financial system or face regulatory action. Best-in-class AML compliance requires automated transaction monitoring to reduce false......

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......

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
San Francisco, CA, United States

Climate

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

relevant regions
Lake Success, NY, United States

COLLATE

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

relevant regions
London, United Kingdom

Connect

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

relevant regions
San Francisco, CA, United States

Connect

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

relevant regions
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......

relevant regions
Singapore, Singapore

Corporate Actions

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

relevant regions
Coburg, Germany

CORYX iO

With CORYX iO, we offer banks, asset managers, family offices and Institutional Investors an investment platform tailored to their needs. Your advantage: Each product can be customised according to your individual requirements. Asset & wealth management means not only working with values, but also being successful through values. As a software,......

relevant regions
Coburg, Germany

CORYX iO Amethyst

Experience a platform which leaves you in full control with maximum overview, while being easily accessible. Without you having to make sacrifices on efficiency and flexibility. Almost two decades of experience have taught us the challenges that banks meet in asset & wealth management day to day. We grow and evolve......

relevant regions
Coburg, Germany

CORYX iO Emerald

Experience a software optimised for Family Offices that allows you to keep full control and overview without having to compromise in terms of performance and flexibility. Thanks to our years of experience as a partner of the financial sector we understand the challenges family offices meet in asset and wealth management.......

relevant regions
London, United Kingdom

CRESTBridge

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

relevant regions
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......

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

Custodigit

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

relevant regions
San Francisco, CA, United States

Custody for Institutions

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

relevant regions
Ivanhoe, 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

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

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......

Madrid, Spain

Dealing, Custody and Administration Services

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

relevant regions
Madrid, Spain

Dealing System

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

relevant regions
Sulzbach/Taunus, Germany

DIAMOS-D Suite

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

relevant regions
Sulzbach/Taunus, Germany

DIAMOS-F Suite

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

relevant regions
Bath, United Kingdom

Digital custody, trading and settlement

Most outsourced custodians simply safeguard client assets in a non-segregated omnibus account, with the additional segmentation and reconciliation of client money performed by another third party, or at additional cost. But with Seccl, it comes as standard with our digital custody service – and at a low ongoing cost of......

relevant regions
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
New York, NY, United States

Droit Adept

Do the right trade The complexity of the regulatory universe meets the ease of a GPS system. Through constantly evolving intelligent automation—rooted in machine-readable regulatory text, and machine-executable implementation—Droit is your partner in simplifying all trade decisions. Comply beyond compliance Making the right trade, from moment to moment, is everything. But, faced with......

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
Somerset, 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
Tysons, VA, United States

DXC Digital Model Bank

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

Wallington, United Kingdom

e2gen

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

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
Oslo, Norway

eFIRDS by Nordic Trustee

eFIRDS helps you secure you have an updated central database with the latest static data from ESMA, FCA and GLEIF. The scrubbed and mapped data will help you check, verify and complete your regulatory compliance reporting on a daily basis. By using the eFIRDS API customers can retreive vast amounts of......

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......

relevant regions
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......

Boca Raton, FL, United States

ETNA OMS API

Order Management System API simplifies trade management for portfolio managers, robo advisors and other FinTech firms. 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......

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......

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......

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
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......

Helsinki, Finland

FA Platform

https://fasolutions.com/fa-platform/ FA Platform is a modern, web-based software platform for investment management. It is a solid base for building your investment management business as it allows you to have everything in a single system from back, middle and front office to end clients. With FA Platform you can manage your business......

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
Madrid, Spain

FAST: Transfers

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

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
Dublin, Ireland

Fidessa

Equities trading is more complicated than ever. To grow your business, you need advanced technology that can unify your operations, simplify your workflows, and boost your efficiency. Whether you’re a boutique broker or a global bank, Fidessa gives you everything you need for equities trading in one, integrated solution. With sophisticated algorithmic......

relevant regions
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,......

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
Melbourne, VIC, Australia

FixedInterestEngine

From "what if" analysis, pre trade compliance and trading, to portfolio analysis, performance tracking and attribution, the Fixed Interest Engine helps the investment manager understand and control portfolio and compliance risks. Heuristic Investment Systems‟ objective is to value and provide analytical tools for the universe of securities available in the Australian......

Tysons, VA, United States

Fixnetix Low Latency Infrastructure

DXC’s Fixnetix Low Latency Infrastructure solution provides global connectivity and lightning fast infrastructure to capital markets firms through its ultra-low latency backbone, consisting of over 40 data centers and access to over 90 key liquidity venues. DXC acquired Fixnetix in 2015. Originally founded in 2005, Fixnetix is an award winning international......

Tysons, VA, United States

Fixnetix Trading Systems Outsourcing

The combination of front-office infrastructure, market data, and trading technology that a financial institution (FI) needs to compete in the capital markets space is costly and complex. Historically, FIs have taken an in-house approach to building all this out. Over time, however, all that has changed. Capital markets firms are now......

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......

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....

Athens, Greece

FMS.next

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

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
Portland, ME, United States

Foreside

Financial firms must innovate or risk becoming obsolete. At Foreside, we pair comprehensive and customized advice with best-in-class technology to help firms in the investment management space continue to innovate, improve and grow.  We tap state-of-the-art technology to help firms drive operational efficiency and flourish in today’s regulatory environment.  Foreside’s suite......

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......

Luxembourg, Luxembourg

Fund Channel

How it works? Find out how the Fund Channel platform works for our clients and their end investors Asset managers recognise Fund Channel as the number one international B2B fund platform. Distributors Offer your institutional clients the investment opportunities they want through our easy-to-use yet powerful portal. Asset managers With a single agreement, reach 100+ distributors.......

relevant regions
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
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......

relevant regions
Sydney, NSW, Australia

GBST Catalyst

Catalyst is a highly configurable digital platform providing real-time access to investor information with the ability to carry out online instructions. Catalyst seamlessly integrates into GBST’s back-office administration platform (Composer), lowering operational costs, removing re-keying and automating data transfer. Select from a comprehensive set of pre-integrated user journeys available by persona......

relevant regions
Sydney, NSW, Australia

GBST Composer

Composer is a comprehensive wealth management solution designed to streamline the administration of wealth products from the distribution channel through to the back office. Based on the latest technology, Composer supports multiple investment products including GIA, ISA/JISA/LISA, accumulation and decumulation pensions, annuities and investment bonds. A full range of asset......

relevant regions
Sydney, NSW, Australia

GBST Equate

Equate Tools and Calculators cover the full spectrum of financial services from simple loans to advanced retirement modelling and can be easily integrated into your existing solutions.  The complex calculation engines of Equate are available as full UI components which can be added to existing websites or accessed via API allowing......

relevant regions
Sydney, NSW, Australia

GBST Illustrate

Illustrate, the GBST illustration engine automates the production of branded, FCA compliant illustrations to help investors visualise the growth of their investments. Illustrate caters for pre- and post-sales illustrations and annual regulatory illustrations across pensions, GIAs and ISAs for both new and existing investors. Illustrate is fully integrated into other......

relevant regions
New York, NY, United States

Gemini 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
Los Angeles, CA, United States

Glass

Trading Supervision Instantaneous connectivity with 2500+ institutions including transaction history, allows you to automatically flag potential violations across all of your employees accounts, providing a holistic portfolio view and restriction management application. Attestations Track your employees outside business activities, political contributions, and gifts & entertainment with easy to use, configurable templates that allow......

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......

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 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......

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
San Jose, CA, United States

GRACE Trade Surveillance / Market Surveillance

GRACE Trade monitoring automates the process of trade aggregation from various sources. It allows automatic flagging based on business rules and identifying violating trades can mark up the issues in trades. The aggregated trade data can show patterns of insider trading monitoring and best execution discrepancies. It helps identify conflicts in......

relevant regions
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......

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
London, United Kingdom

IMActions™

IMActions™ offers an extensive range of functional features to help you increase productivity and focus on delivering value-added services. A multi-entity structure allows you to decide which operational functions to perform at a local level and which to centralise. Operations staff can easily view and prioritise tasks via user-friendly management dashboards......

Portsmouth, United Kingdom

Imago Administration

Imago Administration has been designed for the personal pension, SIPP, and group markets providing an enhanced administration platform for income drawdown, annuities, SLI (Secure Lifetime Income funds) and scheme pensions. Imago Administration drives cost lower and delivers greater efficiencies to create more productive environments.    Imago Administration incorporates: Client search, onboarding and policy setup Transfers-in......

relevant regions
London, United Kingdom

IMConnecting™

IMConnecting™ deploys the latest and innovative internet technologies to provide a rich and intuitive user experience. IMConnecting™ issuer services Standardises and automates company matters and corporate actions announcements for the marketplace by facilitating an interactive interface between issuers and market infrastructure. Company announcements are transmitted straight from issuers to investors without any......

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
Birmingham, United Kingdom

IMVS Wealth Management Solution

Ever-increasing regulations add to the administrative overhead of asset/wealth management organisations, therefore a system which streamlines the processes involved in administering client’s accounts has a fundamental impact on a firm’s profitability. IMVS’ Wealth Management Solution is a highly scalable system that allows firms to improve their client service levels, increase productivity,......

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
Oslo, Norway

Index Service Bonds

The NBP Index family is composed of a universe of bonds registered in the Norwegian CSD (VPS), issued by Norwegian and foreign domiciled issuers. The indices are created to offer fixed-income investors with independent benchmarks to evaluate the performance of their portfolios.  ​The index family is constructed to meet the different......

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

Infrastructure

By sharing our infrastructure and services, our model enables external asset managers to grow their business rapidly by providing client on-boarding and reporting, sophisticated investment advice, extensive market access, custody and back-office support - all within a robust compliance framework....

Zurich, Switzerland

Instimatch Global

Our money market products Most money market borrowing and lending is still done over the phone. However, in most other markets we have seen a move towards centralized trading venues. This is why we have created the Instimatch Global Network, where borrowers and lenders can match their liquidity needs in the......

relevant regions
London, United Kingdom

Institutional Service Offering

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

relevant regions
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......

Edinburgh, United Kingdom

Integration Hub

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

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
Beverly Hills, CA, United States

InvestCloud Green

Through the power of digital automation, Green lightens the load of investment operations, allowing the focus to shift to what you do best – serving your clients’ needs. With the strength of InvestCloud’s Digital Warehouse, accounting “conversions” are a thing of the past. This is a new era in information......

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
Sydney, NSW, Australia

Investment & Superannuation Wrap

Deliver benefits to your clients A wrap account enables the adviser to consolidating and manage their client’s investment portfolio. They revolve around a central cash account, which pays interest and serves as a transitional account, funding buy transactions, and receiving the proceeds of sold investments and income received. The wrap is operated by......

relevant regions
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......

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 Wrap

Managing investments through the James Hay Wrap enables you to focus your time on providing a comprehensive wealth management service for your clients. The Wrap accepts a wide range of investments, managed in line with the clients’ financial goals, personal requirements and attitude to risk. The following products are available with......

relevant regions
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
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
Hong Kong, Hong Kong

m2Platform

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

relevant regions
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......

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
Stockholm, Sweden

MFEX Platform

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

relevant regions
Singapore, Singapore

MFund

MFund is a multi-currency, multi-funds portfolio accounting, valuation, and performance evaluation system catering to the operational needs of investment managers, portfolio managers, insurance companies, mutual funds, unit trusts, and investment management companies....

relevant regions
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
Darien, 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
Hong Kong, Hong Kong

Modelomni

The problem There is now potentially an enormous threat looming for professionals who have overly invested in Equities and Bonds alone. Should you only be invested in correlated markets, when performance collapses the effects are devastating. All correlated assets collapse in performance at the same time, compounding losses and decimating capital. Alternative investment......

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
London, United Kingdom
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
Edinburgh, United Kingdom

Nucleus Platform

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
Erlenbach, Switzerland

ONE API

ONE API allows any application direct access to ONE PM's asset consolidation and securities accounting services via a fully documented REST API, including multi-factor authentication. It allows authorized parties access to consolidated and reconciled securities over an unlimited number of banks. Scope of services: Fully documented API Asset consolidation over an unlimited number......

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
Erlenbach, Switzerland

ONE PM go!

Ready-to-use portfolio management tool - fully pre-defined and operational portfolio management environment at very competitive rates.  It particularly includes: Complete CRM functionality - All functions related to the successful fulfillment of an asset manager's core business: professional service for the clients. Full PMS, including asset consolidation & reconciliation - Integration and consolidation of......

relevant regions
Walsh Bay, NSW, Australia

OneTrust Platform

A game-changer for super funds giving new choice in system and administration provision for super, pension, defined benefit and non-super products " Recreo are the new player in the superannuation industry offering an efficient, scalable, and secure administration platform to meet the modern needs of trustees and members. The OneTrust platform is entirely......

Erlenbach, Switzerland

ONE wealth

Compliant CRM The financial world is rapidly changing. Regulatory requirements like MIFID II and FIDLEG are difficult to predict. ONE PM provides everything you need to comply with current and future regulatory changes: from risk scoring, to investor qualification questionnaires and automated alerts for violated restrictions, you will find all you need in one tool. Furthermore, with the platform......

relevant regions
Edinburgh, United Kingdom

Options Transfers

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

relevant regions
Greater Montreal, QC, Canada

Order management

Securely make purchases, sales, and switches, either by block trade or individual transactions. Transactions may be sent directly to the market or, as the case may be, to a trading desk for order management....

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....

Hicksville, 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
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
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
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
Hicksville, 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......

Bristol, United Kingdom

Platform Services

Safe custody Investments are aggregated into a single independent nominee, giving advisers and their clients peace of mind that the assets are segregated from those of the Parmenion business. Transparent reporting Periodic valuation reports give investors clarity of investment performance together with details of all transactions and charges. Tax wrapper choice To help advisers shape......

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
Coventry, United Kingdom

Plum Software

Available through the secure cloud or locally on your own server, Plum Software makes back-office management and compliance a breeze. Plum Software uses the latest Microsoft tools and integrates with Outlook. ...

18 Boulevard de Kockelscheuer, L-1821, Luxembourg

PMplus

A single system for all of your requirements, it’s as simple as that. Internally crafted, PMplus state-of-the-art solution is developed on the most advanced technologies to accompany you into the future. State-of-the-art technological architecture Dedicated hosting by top-tier data center Market data and custodian banks exhaustive interfaces ...

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
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......

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......

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

The Nordic bond market share commonalities with other bond markets that securities are traded on an infrequent basis. Except for a few moderately traded sectors, a clear and indisputable market price can thus seldom be easily obtained.  Valuations are mainly estimated based on broker quotes and indications, and in addition, several......

relevant regions
London, United Kingdom

Private Wealth Service Offering

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

relevant regions
Oslo, Norway

Professional Terminal

Infront provides a complete online brokerage solution for brokers who want to offer electronic trading services to their active private investor clients. Modern easy-to-deploy desktop, web and mobile apps, back office integration, order validation and web-based user administration tools help brokers efficiently leverage their existing infrastructure for increased order flow....

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
Melbourne, VIC, Australia

Pulse Symphony

Pulse makes it easier to improve business processes, manage data and meet your compliance requirements.  It offers everything you need for client liaison, sales reporting and service delivery....

relevant regions
London, United Kingdom

QomplyPi

QomplyPi is a cloud-based application used by trading venues and investment firms. The QomplyPi platform centralises the maintenance, processing and distribution of personal sensitive data so as to comply with recent EU MiFID II regulations, GDPR, and data privacy. The solution promotes an integrated financial system, imposes a secure control......

relevant regions
London, United Kingdom

Qomply ReportAssure

Covering MiFID (MiFIR), EMIR 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 matrix of roughly 1,000......

relevant regions
London, United Kingdom

Qomply Unified Message Monitor

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

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
Paris, France

QuantFACTORY

QuantFACTORY suite of products offers a complete set of tools for quantitative trading strategies development and automation for financial institutions. Based on a .NET framework and utilizing Visual Studio, it allows your company to rationalize your trading strategies development cycle using an Integrated Development Environment (IDE) across the research-development-back testing-execution......

relevant regions
Paris, France

QuantLINK

Buy-side and sell-side trading firms are today forced to improve their trading infrastructures in order to keep up with market demand. Whether you are using Smart Order Routing or algo trading applications, your overall trading performance is closely linked to the quality of the trading infrastructures you are using. QuantLINK is......

relevant regions
Geneva, Switzerland

Quantreex Platform

Design algo trading strategies without coding Trade live with your broker Share your strategies with your peers Features Our intuitive and easy to use user interface will let you build strategies in less than a few minutes. Strategy designer The strategy designer let you create trading strategies intuitively, with ease. Strategies produced by our engine are fast and accurate. Backtest engine The backtest......

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
Southampton, United Kingdom

Quilter Platform

We’re pleased that we can now offer all advisers a platform that’s quicker, easier, and smarter, so that you can enjoy: Wider choice to tailor your advice to every client’s needs Greater convenience to access everything you need in one place More control over how you manage your clients’ investments You asked for an......

relevant regions
New York, NY, United States

QUO

Designed with wealth manager workflow front of mind, there has never been a more intuitive, user-centric way to run your daily operations. QUO Portfolio Transform your portfolio management operations. Aggregate all your positions from over 200 custodian banks and brokers. In real time, monitor live exposures and omni-account market values, and view realized......

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......

Birmingham, United Kingdom

Reconciliation Services

PVS (Portfolio Valuation Service) Under a licence agreement with Financial Express (FE), we are able to re-distribute to our users the closing prices and other residual data including currency, exchange rates, yields and indices. Overnight, eHUB (the Electronic Integration Engine within the database) collects the codes for active instruments within the database......

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

RedBlack

RedBlack is the market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration. Dynamic, adaptable, and scalable, RedBlack's intuitive software makes the complex simple, helping your business achieve growth and build value. For more than a decade, we have worked with the largest and most sophisticated......

relevant regions
London, United Kingdom

Refinitiv BETA Securities Processing Solutions

Built on years of industry knowledge and hands-on experience, our intelligent and flexible solutions are designed to integrate seamlessly with your current operations, and address the unique needs of your firm and your customers. A single code base and unified database drives all of our products, eliminating the data integrity issues......

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 Advanced Regulatory Reconciliation

Regulatory reconciliations are complex and can consume a disproportionate amount of resources if executed internally.  Kaizen’s end-to-end Advanced Regulatory Reconciliation Service provides an independent assessment of the completeness of your reporting to identify under and over-reporting and mismatches of data – something expected by regulators. Key features Identifies mismatches of data (price,......

relevant regions
Sydney, NSW, Australia

Retirement & Superannuation Solutions

By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow......

relevant regions
Auburn, CA, United States

Riskalyze Trading

Welcome to the all-new Riskalyze Trading It’s the rebalancer for advisors who hate rebalancers. Welcome to a new world — where advisors focus their intellect and expertise on making great decisions, and advanced technology puts them into place. Riskalyze Trading is on the job 365 days a year, scanning every client account......

Singapore, Singapore

Sales & Trading Terminal

OTC bonds sales and trading workflow Product features ...

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
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......

Zug, Switzerland

SIBEX

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

relevant regions
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
Orange, CA, 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
Sydney, NSW, Australia

SMSF

Macrovue helps SMSF trustees access domestic and international markets through our intuitive investment platform. You can invest directly in individual shares and ETFs, or you can invest in our professionally researched share portfolios – called Vues. Why SMSFs need to consider international equities Growth Achieve your investment objectives by investing in growth-orientated companies,......

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......

New York, NY, United States

Spark Platform

Spark Lite An entry-level Order, E-Trading, P&L and Position Management System (OMS/PMS), that can be branded by prime brokers, administrators, outsourced trading desks, etc and distributed to their clients as a value-added service Spark Hedge A full-featured, highly-flexible Order, E-Trading and Position Management system (OMS/PMS), that meets the specific requirements of a Multi-Strategy,......

relevant regions
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
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
Bengaluru, KA, India

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......

relevant regions
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......

Melbourne, VIC, Australia

StrategyEngine

This platform for developing and presenting investment strategies can be used by the investment manager, strategist, economist or analyst involved in equity strategy, asset allocation, fixed interest and economics. It facilitates sharing of information and ideas amongst investment professionals. Enhance the investment management process Improve the consistency and robustness of your investment......

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

SWIFT Tester

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

relevant regions
Geneva, Switzerland

T24 Private Wealth Management

Consistently ranked as the first or second best-selling core banking software platform worldwide for the past 14 years, T24 has been developed using a complete service-oriented architecture that’s modular so banks can deploy and integrate the required functionality alongside the needs of their business.tions that wish to move fast without......

relevant regions
Seattle, WA, 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
Seattle, WA, 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......

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
Sydney, NSW, Australia

Tax Analyser

Managing tax outcomes as part of the investment process is known to improve member returns, although it can be challenging for superannuation funds to implement.  GBST's Tax Analyser platform allows investment managers to easily access reliable ‘source of truth’ tax data at the point of trading. It is a web-based tool......

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 Fund Administration

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

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......

relevant regions
Alpharetta, GA, United States

The Bakkt Warehouse

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

relevant regions
New York, NY, United States

The Bond.One Platform

Benefits On-chain recordkeeping Provides a back-end technical solution to facilitate value transfer Streamlines functions of intermediaries Maintains immutable record of ownership Simplifies audit and tax reporting Lower transaction costs Promotes more activity on secondary market Creates more democratic trading environment among investors of different sizes Optimized settlement Brings fiat currency ”on-chain,” investors and issuers will deposit USD with our Depository......

relevant regions
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......

relevant regions
Bath, United Kingdom

The Novia Platform

Tools Through the Novia Platform we provide a comprehensive suite of tools for advisers. We developed the tools based on advisers’ requirements so that they can simply and easily inform and manage clients’ investment decisions. We seek to add value by cutting out unnecessary paperwork and the time wasted by repeatedly having......

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
Burlingame, CA, United States

Tora Order Execution Management System

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

London, United Kingdom

Torstone Platform

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

relevant regions
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......

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....

relevant regions
Singapore, Singapore

TradeE™

Customisable modules that can be plugged in to stream market data such as financial quotes, prices, news headlines, facts and figures include: News – AFX, Reuters Mobile Portfolio Fundamental (stock screener) Historical data Charting Trade screen ...

relevant regions
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......

relevant regions
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
New York, NY, United States

TradeSmart OEMS

EMS Our EMS is a market-leading, multi-broker, multi-asset class trading platform through which multiple TS solutions are accessed. TradeSmart EMS provides a customizable graphical user interface (GUI) that seamlessly integrates multiple dealers and asset classes (listed and OTC) into a single-screen format for electronic order routing. OMS Our OMS is an integrated system......

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......

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
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......

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

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

relevant regions
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......

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
London, United Kingdom

TrustVault as a Service

The account is highly secure A clients phone is paired with the private keys of your accounts, which are encrypted and stored in secure hardware (HSM’s). This ensures high levels of security, even when sending and receiving funds, as your private keys are never exposed. Never lose your private keys Should a client lose access to......

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
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
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
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
Reading, United Kingdom

Vision Banking and E-Banking System

Powerful functionality and unrivalled ease of use We know that our clients need security, reliability, scalability, flexibility and client focus – Vision delivers all of this combined with intelligent automation to ensure high levels of productivity and customer satisfaction. Our customers are our best advocates. Vision uses a standard Windows interface,......

relevant regions
Irvine, CA, United States

VMS Hub

Although mutual funds have been an investment option for decades, the lack of standardization across mutual fund companies continues to plague the systems expected to support them. Legacy platforms were designed to support the standardized trading and settlement of equities through a single depository, the Depository Trust Company (DTC). Requiring these......

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......

Toronto, 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
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......

Boca Raton, FL, United States

Web Trading Platform

ETNA's Web Trading Platform is one of the most advanced cloud trading platforms on the market. Delightful HTML5 Trading GUI delivers personalized trading experience on-the-go from any browser on any device....

Urdorf, 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
Sydney, NSW, Australia

YieldBroker Platform

We developed the Yieldbroker platform because we knew there was a better, more efficient and transparent way to trade debt securities. Since 1999, we’ve been driven by a simple goal – to build electronic markets that connect people and business to trading opportunities in the Australian and New Zealand interest rate......

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......

relevant regions

Knowledge Resources

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