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Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
The S&P Capital IQ platform is your single source for a powerful array of financial data, analytics, and research. Our web-based platform combines deep information on companies, markets, and people worldwide with robust tools for analysis, idea generation, and workflow management.
Firm58 is a financial management software platform that automates capital markets firms' middle- and back-office processes across asset classes to provide insight into commissions, fees and compliance. The SaaS platform offers solutions for billing (revenue management), profitability analysis (exchange fee management), commission sharing arrangements/soft dollar management, and surveillance & compliance. As trades are divided across multiple execution venues, it becomes difficult to effectively manage fees, commissions and compliance. From billing or revenue management to regulatory compliance, the Firm58 platform gives businesses the reporting and analytics capabilities needed to identify valuable cost insights and quickly respond to changing market conditions. Clients include global market exchanges and execution venues, leading institutional brokerages, clearing and non-clearing broker-dealers and proprietary trading firms. The platform frees companies from the cost and maintenance of on-site infrastructure, with convenient access via your browser.
Creditsafe, the Global Business Intelligence experts, is the most used provider of online commercial credit information in the world. With over 200,000 subscription users across the globe and 16 offices in twelve different countries, we pride ourselves on the quality of our data and hold information on over 240 million companies worldwide. We provide financial information on small, medium and large businesses across the world; such as a company’s status, key financials, verified details, payment data, plus much more. Our executive product suite consists of a range of business solutions such as company credit reports, monitoring tools, marketing data, and debt recovery tools all supported by one of the most predictive credit scoring algorithms on the market. Creditsafe ensures you feel secure that you are making sound, informed business decisions based on the information you receive from our system. We offer both local and international company credit reports instantly available with online coverage in over 60 countries. We can also supply a freshly investigated company credit report on any company anywhere in the world within 2-10 working days. All reports benefit from a standardized credit rating that allows you to compare international companies to local ones.
YCharts, the fastest growing online financial data platform, helps investors make smarter decisions. YCharts customers gain access to comprehensive data, visualization and advanced analytics at an affordable cost. YCharts has quickly become the go-to fast, intuitive, cost-effective financial research platform on the market that serves as a one-stop shop for North American equity, mutual fund, ETF and market data and analysis.
To analyze certain industries effectively, you need to dive deeper than basic financials, news and broker reports. The SNL platform combines ground-floor information with the sector-specific metrics and analytics that are relevant to the industries we cover, plus key asset data, mapping tools, regulatory insight and more.
Broadridge Advisor Portal is a sales, education, and client communication solution that enables you to deliver current, concise, and FINRA-reviewed resources to your clients and prospects. • Retain more clients by staying in touch and establishing yourself as an expert • Get more business from your contacts by instantly sharing the appropriate content for every situation • Save time by easily delivering FINRA-reviewed content in a variety of formats Call +1 800 233 2834 to order To learn more, visit www.broadridgeadvisor.com Emerald Connect and Forefield are now Broadridge Advisor Solutions.
eVestment provides a flexible suite of easy-to-use, cloud-based solutions designed to help global investors and their consultants select investment managers, enable asset managers to successfully market their funds worldwide and assist clients to identify and capitalize on global investment trends.
Groupit is a powerful and fully tailorable Reconciliation and Data-Matching software application that efficiently automates even the most complex of business processes. Users also benefit from a dedicated UK-based support team who are on-hand to offer friendly and professional advice. Groupit is developed, maintained and supported by Aurum Solutions.
PayXLite is designed for remittance companies, especially, Small and Medium Enterprises (SMEs), around the globe. It has been developed keeping in mind the trend of business such as customers having their own agencies/distributions or third party agencies /distributions.
Quickly and efficiently execute a wide range of models used in bank stress tests and other enterprise-level risk assessments. Significantly reduce the setup time for implementing extremely complex and computationally intensive bank stress test modeling systems.
The SS&C Advent Asset Management Platform is the fully integrated, front-to-back solution for global investment management. Encompassing a variety of mission-critical applications that share a common interface and speak the same language, it spans the entire investment process, from portfolio management through trade execution to reconciliation, performance analysis, client reporting, CRM and fee calculations. What's more, it puts portfolio managers, traders, analysts, operations teams, administrators and leadership all on the same platform, with rapid access to the data they need to do their jobs more effectively
The Aptitude Lease Accounting Engine offers the data capture and complex accounting capabilities you need to comply with IFRS 16/ASC 842 while allowing you to retain your current lease administration systems for minimal disruption and maximum accounting compliance.
The Axiom Financial Institutions Suite enables financial institutions such as banks, credit unions, farm credit associations, and other non-depository institutions to improve financial processes and build insights for optimal decision making.
BrokerIQ is a CRM solution built for leading financial service providers and brokerages. It's unique features enable you to streamline your front office, middle office, and back office operations. Designed and built by industry experts, BrokerIQ continuously evolves to meet the needs of those operating in capital markets.
Bankinfras e4641Plus is an automation solution for asset verification requests by the Social Security Administration that many banks still fulfill manually. e4641 Plus responds to the requests sent by the Social Security Administrations server with accurate data from the database. It analyzes the data for any discrepancies and is a fully secured solution.
BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.
F2F Video Insurance is totally disruptive solution leveraging Mobility, Internet & Video Conferencing technologies to provide a solution platform where customers around the globe can appear F2F with Insurance company personnel to discuss about insurance claim / renewal/buying policies, etc.
FINEOS Absence sets a new standard for the administration of leaves of absence. The solution assists carriers with the challenges they face today and enables them to focus on providing innovative services and processes to their clients while growing their business.
FOBISS CM real-time Intelligent Business Operations (IBO) system for cash cost optimization provides a platform for all currency supply chain stakeholders, including process owners, Treasury, CIT, cashiers and tellers, to collaborate right from process designing to execution, monitoring and continuous improvement.
InvestWell builds the most powerful and reliable tools for Financial Advisors. Whether you are a Registered Investment Advisor or Independent Financial Advisor, InvestWell can help you scale your Business to new heights. It is used by 1000+ Financial Advisors all over India to deliver superior Customer service to their Investors. Create highly customizable reports for Investors and send them from the comfort of your Office. Track Brokerage commissions and Reconcile against those given to you by various AMC. Adaptable to any asset class (Mutual Funds, Equity Shares, Listed Bonds, Other Assets, Life Insurance and General Insurance). Ensure SIPs are running always on time with SIP Mining. Built in MF Performance Tally, Fact Sheets, Financial Calculators, Goal Planner and more.
Levenger solves the problems associated with levy management and handles every aspect of the levy process from the tracking and printing of response letters to the generation of Official Checks and GL entries. Whether your team is centralized or diverse, Levenger is your enterprise solution.
PayX is a world's most comprehensive multi-agent, multi-channel, multi-currency and multi-lingual transactions processing software to meet the growing demands of the financial sector including banks, money transfer operators (MTOs), Small and Medium Enterprises (SMEs) and other remittance companies.
PayX Enterprise or PayXEnt is designed for Money Transfer Operators or large Enterprises having several agents worldwide. Our solution has been crafted carefully keeping all the possibilities in the application between multiple countries that supports multiple agents processing money transfer transactions in multiple currencies across the world.
PhiFIX by Sensiple is a world-class FIX Products for Buy-Side, Sell-Side and Venues of Capital Markets domain. PhiFIX Products are designed to support FIX Gateway, Client and Server Verification, Certification, Monitoring and Simulations for entire Capital Markets Eco System. PhiFIX Products are designed to support cross-platform and runs on Windows and Linux Operating Systems. Detailed User Manuals for each PhiFIX Product will help system admins to configure and perform respective FIX activities.
Insider Trading Management System (ITMS) helps organizations easily capture details about “Insiders” and their relatives as per their policy definition. A workflow enabled pre-dealing approval as well as post trade update mechanism brings efficiency to request handling.
Measure exposure and risk across all risk types and books of business with a high-quality, integrated risk data infrastructure. Business units can calculate risk measures independently and separately, as well as firmwide, using models and correlated aggregation techniques. Integrated applications for asset and liability management, credit risk, market risk and firmwide risk can be used together, individually or in any combination.
Blend actuarial and financial techniques to accurately value P&C insurance liabilities on both an accident- and underwriting-year basis. Only SAS delivers a single, flexible high-performance analytics environment for performing loss estimation, reserving and risk management analysis.
Altisource offers a transparent and efficient short sale solution that can help reduce risk of fraud, increase sales proceeds and shorten your marketing and approval timelines through amplified marketing and streamlined processes
SmartAnalysis is the most powerful bank statement analysis tool on the market. As a purpose-built solution, it is not merely one module of a larger tool but rather a robust, standalone account analysis application that will help you quickly uncover discrepancies and ultimately reduce your organization's bank costs.
All of the G15 investment banks and some of the world’s largest energy and commodity companies trust SmartDX to help them simplify trade and relationship documentation for all market participants, across all asset classes and product types. SmartDX accelerates all documentation processing for both the sell- and buy-side.
SQN Banking Systems fraud detection software products are a critical step towards overcoming the growing problem of fraud across the various payment channels. Our fraud detection solutions can detect check fraud, credit card fraud, debit card fraud, ATM fraud, ACH fraud, wire fraud and mobile fraud.
To improve customers' fidelity, to increase cross-selling and, at the same time, to get from the portfolio the list of policies more likely to buy an additional contract or an extended coverage and to assist sales persons offering the customer at the front office the most appropriate product.
VendorlyTM is a platform that is designed to help streamline due diligence, maintain documents and monitor vendors. You can help enhance your protection and increase operational productivity by utilizing our managed services.
XAP is a platform that scales out stateful applications in high-performance low-latency environments. It is designed to support eXtreme transactional applications such as OMS (Order Management Systems), pre-paid systems, trading, and market data; and real-time analytics applications such as profit-and-loss analysis, reconciliation, and Value at Risk.
global banks have leveraged Xelerate to drive customer experience and thus increase the life time value of the customers. You can create innovative and personalized offerings in real-time, backed by intelligent insights from customer data. Pre-empting and managing risks will also lead to improved profitability.