Harness scalable RESTful APIs for integrated wealth analytics—build custom apps quickly and enhance client experiences.

Meet regulatory requirements and minimize risks with our managed risk service and real-time fund analysis.

Optimize asset management with cost‐effective outsourcing, accurate data handling, and streamlined compliance support.

Simplify mid‐ and back‐office operations, enhance data management, and reduce costs with scalable wealth management support.

Elevate decision‐making with powerful analytics—seamlessly manage data from collection to dynamic visualization.

Unlock valuable insights by processing trade confirmations in any format (EBICS, SWIFT, SFTP) for a frictionless data flow.

Connect to hundreds of global buy‐ and sell‐side counterparties with one FIX network, reducing complexity in trade routing.

Optimize order execution in all asset classes via a fully integrated FIX routing network—streamline trades effortlessly.

Integrate portfolio, risk, compliance, and order management into one solution to simplify asset management processes.

Group portfolios, mandates, and consolidated analytics with ease—flexible reporting for any wealth management scenario.

Create flexible, visually appealing reports and factsheets for clients and regulators—streamline audits and compliance.

Boost efficiency in daily operations with portfolio monitoring, analytics, fee management, and client relationship tools.

Onboard new clients with ease and deliver personalized advice through innovative, compliant processes.

Offer a turnkey digital wealth platform—enhance advisory capabilities and engage clients with automated solutions.

Identify promising prospects across key segments for targeted outreach—grow revenue with data‐driven lead insights.

Record advisory conversations effortlessly and compliantly—no additional hardware or software required.