corfinancial
HQ Address
107 Cannon Street, 5th Floor, London, EC4N 5AF, United Kingdom
Website Address
Business introduction
Providing financial services software and solutions for the front, middle and back offices worldwide
Helping our front, middle and back office clients to achieve compliance, improve efficiencies, save money and scale for the future
There are five key problem areas corfinancial looks to solve through its primary software and service offerings:
- salerio is a post-trade processing solution that enables asset managers, hedge fund managers and securities/fund services firms to automate the flow of securities and treasury trades from matching through settlement.
- SureVu empowers buy - and sell-side firms to efficiently monitor and track security trades throughout the settlement lifecycle, enabling users to proactively manage and oversee settlement exposure.
- costars is an investment administration platform for third party administrators, fund supermarkets and wealth management companies.
- paragon is a comprehensive front-to-back office fixed income portfolio accounting, processing, and reporting solution for banks.
- BITA Risk provides Investor Profiling, Portfolio Analytics, ESG Management and Portfolio Monitoring solutions to wealth managers through the BITA Wealth application. Available as individual modules or as an end-to-end solution.
corfinancial Solutions
BITA Risk
BITA Risk provides BITA WEALTH with module options as follows: BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance......
business needs
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
- Risk Analysis & Management
Paragon
Paragon is a fixed income solution with a strong track-record over two decades serving a diverse range of financial services organizations: from small community or regional banks, credit unions, fixed income broker-dealers, correspondent banks (that provide third-party administration services to banking clients), to several of the top-tier banks in the......
business needs
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Salerio
A post-execution trade processing system combining matching & confirmation, settlement instruction processing, and failed trade management into a single solution to meet T+1 settlement needs, today. Salerio is a modular, multi-asset class, settlements solution, deployed as a middle office platform by global investment managers, hedge fund managers, asset owners, sovereign wealth......
business needs
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SureVu
Created for investment managers, outsourcers (asset servicing and securities servicing firms) and custodians, SureVu is intuitive, easy-to-use software designed to automate and improve existing settlement infrastructures, bringing scalability in the face of an ever-increasing regulatory environment. Manage with confidence – mitigate settlement risk that comes with a trail of communications via......
