corfinancial
HQ Address
107 Cannon Street, 5th Floor, London, EC4N 5AF, United Kingdom
Website Address
Relevant Regions
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.
About corfinancial
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.
The warnings of T+1 - Salerio
Market & Business Infrastructure, Trading & Back Office
17/10/2023
Introducing SureVu
Compliance & Regulation
15/05/2023
Support a T+1 operating model
Compliance & Regulation
01/05/2023
Introducing Salerio
Compliance & Regulation Technology
18/04/2023
Business Overview
Since 1996, corfinancial has provided software products and advisory services to the financial services sector
Over the years our business has evolved, but there has been one constant: the ability to generate ideas. Our goal is to translate complex problems and unique corporate challenges into creative, viable solutions.
Critical to this process is deep domain experience; industry knowledge that helps us to rapidly ‘understand the equation’ that faces your firm and the operational issues that keep you awake at night. This is what gives us the confidence that our solutions will perform the task in hand accurately and on time, every time.
At the heart of everything we do are our core values: integrity, trustworthy, ethical and proactive. We are socially responsible (for example, our energy provider is completely ‘green’) and employ good governance. We have ISO 27001 certification, Microsoft Silver Partner status and have reached the Veracode Verified Standard Level.
We are continually investing in our R&D: anticipating regulatory problems (such as CSDR) and market trends (like ESG) and transforming these challenges into highly efficient tools.
Our achievements include numerous industry awards and a track record of product growth across both geographies and industry sectors.
Customers
Global investment managers, hedge fund managers, asset owners, sovereign wealth managers and outsourced service providers.
Key Data
Year founded
1996employees
11-50offices
3Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
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
- Financial & Retirement Planning
- Investment Platforms & Tools
- 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
- Client Communications & Reporting
- Core Banking
- Data Management & Analysis
- Investment Platforms & Tools
- Trading & Back Office
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
view solution
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......
