All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to investment advisors, brokerage firms, and banks.

Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks.

Klare Sicht auf Ihre Liquiditt im Tool flowpilot zeigt den Verlauf Ihres Cashflows als anschauliches Diagramm. Sie sehen sofort, wie sich Ihre Zahlungsfhigkeit entwickelt hat und knnen Ihre Liquidittt verbessern. Nie wieder Excel! Einfach in die Zukunft planen Mit wenigen Clicks planen Sie Ihre Liquiditt im Tool und legen Szenarien bis zu fnf Jahre in die Zukunft in der Software an. Und immer aktuell durch importierte Buchhaltungsdaten. Fundierte Entscheidungen mit Finanzplanung!

Fitsyn is a white-label cloud base software that provides full feature Customer Relationship Management (CRM) functionality to the user. Our full suite of products streamlines your sales cycle to create, engage, and manage leads. Our core focus is improving your conversions and growing your transactions. The Fitsyn platform is unique in providing the most ethically sound loan software in the marketplace that has end-to-end transparency at every step of the process with the customer.

Modular solution for the retail financial market to streamline management of financial products and loan lifecycle control.

Tirez parti des rapports de crédit commercial et des analyses prédictives de D&B pour gérer vos clients et le risque de crédit commercial et faire croître votre entreprise. Plus grandes entreprises : Fusionnez vos données des comptes clients avec les données D&B pour des évaluations détaillées des risques avec D&B Credit Advantage. Automatisez les décisions de crédit avec D&B Credit Premium. Petites entreprises : Credit Essentials est conçu pour que les petites entreprises puissent effectuer des vérifications de crédit et convenir de nouvelles conditions de crédit, connaître le score de leur propre entreprise et les limites de crédit recommandées.

Financial management platform that helps businesses in the finance sector manage stocks, mutual funds, and cash flow statements.

Airwallex is the business account built for global businesses. Your account comes standard with features like multi-currency business accounts, so you can collect and hold money in over 11 currencies while avoiding double conversions. Issue virtual debit cards for you and your team in seconds. Transfer money internationally in up to 23 different currencies, without the excessive fees and transfer wait times. Integrate with our API to improve your platform product offering and scale your business

Manage end-to-end Software Test Life Cycle STLC with support for manual testing, test automation, automated defect tracking and real-time test metrics. Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions. With recent move to agile practices and the growing needs for continuous delivery, the testers jobs are no more limited to writing repetitive test cases, manual test execution, frequent regression testing, manual defect s

Q2 propose des solutions bancaires électroniques qui font la différence pour vous. En exploitant le logiciel de banque électronique sur une plateforme technologique unique, vous pouvez fournir des services bancaires en ligne, vocaux et mobiles unifiés à partir d'une seule application. Q2 propose aux institutions financières une technologie de pointe et un service client inégalé avec des fonctionnalités à la demande pour les services bancaires aux particuliers et aux entreprises.

Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.

Analytics platform that helps businesses identify risks and opportunities by leveraging their data.

Questis is a workforce financial empowerment company providing a complete personal finance solution that benefits people, employers, and advisors. We help businesses become life-changing employers by helping employees solve the root causes of financial stress. Our innovative solution meets people at the paycheck with solid behavioral science, personalized, predictive planning, real-person coaching, and a modern, friendly user experience. Learn more at myquestis.com.

Logiciel de moteur de recherche financier basé sur des algorithmes de recherche linguistique pour identifier les points de données, les détails de l'entreprise et les tendances du marché.

CashPooler est la première centrale de paiement et de recouvrement entièrement basée sur le web. Le logiciel peut gérer toutes sortes d'opérations et de flux financiers afin de proposer aux trésoriers une vision précise de la situation financière du holding et des entités du groupe. Avec son module complet d'import/export, CashPooler gère tous les types de fichiers et de formats et peut communiquer avec les banques avec n'importe quel protocole via le module bancaire CashCom.

Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy

Financial services management solution that provides financial insights about customers, suppliers and more.

RelPro delivers comprehensive contact data, targeted intelligence, and actionable insight on B2B decision-makers and their companies, on demand, aggregated from multiple best-in-class sources. RelPros easy-to-use technology adapts to your workflow and streamlines research, prospecting and lead generation tasks. RelPros auto-research, workflow integrations and easy-to-use interface make quick work of previously time-consuming tasks.

Cognito is an enterprise-ready chatbot platform that enables on-demand, contextual banking experiences. It brings personalized banking services to the digital native customers who prefer round-the-clock access to their financial information on Facebook Messenger, Viber or Telegram over searching through bank websites and clunky applications.

Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning.

ERMES is a web-based software compliant with the Bank of Italys Puma 2, designed by SEFIN for the generation of the Regulatory report and the management of the communication with the Central Credit Risk. the solution envisages: · Centralised record management (Anacen) · Banca dItalia Central Credit Register record management · Management of messages and communications · Continuous message receipt/communication dispatch phases · Return flow from Anacen (centralised register)

Make smart corporate finance a competitive advantage now. FinCompare always has the right solution.

Modular internal control system that helps financial institutions to automate data source monitoring and data analysis.

FINMATEX is a Fintech Intelligence Platform with extensive possibilities for building and managing own-branded sophisticated mobile apps charged by a full spectrum of finance-related features from managing banking and investment accounts to AI-based Personal finance management. FINMATEX is an all-in-one solution that enables Financial Organizations to offer their customers both full-cycle finance management and exceptional AI-based customer experience.

Easy-to-use tools for creating, managing, and analyzing customer acquisition funnels.

Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions for securities markets, financial services institutions, stockbrokers and retail investors.

Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports

Saphetys interchange solution allows companies to send and receive documents like purchase orders, forms and invoices to and from clients and suppliers, in a dematerialized way, complying with all legal and business requirements.

Financial and digital software for banking.

This comprehensive, fully-integrated solution acts as a central platform for sharing up-to-date strategies, client information, analysis, and branding. Using pre-defined portfolios as defined by you and your Investment Team, client-facing advisors can make adjustments as permissioned and develop custom proposals and reports for both existing and potential clients. -Generate reports -Run wealth simulations -Perform scenario analysis -Manage user permissions -Define your strategies

Wealth and Asset Management solution for private banks and family offices + fund management one stop solution.

Integro CX is an innovative portal and dashboard technology solution to meet the unique needs of wealth managers and providers.

Fintech was designed to cater to all businesses, in efforts to revolutionise the way we interact with one another and handle our finances. Leveras by Loyica is our contribution to this vision. This is a comprehensive fintech solutions system that is backed up by a support team around the clock. It is also completely cloud-based, which means that it is ready for immediate deployment anytime.

Innova Micro finances is a SAAS based financial platform specialized in micro-credit evaluation. It is built to help micro and small businesses with improving productivity and reducing risk rates. This solution helps in evaluating loans for micro and small businesses using INDE [1] methodology, which has a proven risk rate of less than 3%. This solution uses artificial intelligence models to evaluate customers and allow easy integrations with third-party tools and core systems.

Neurona ofrece un servicio nube en modalidad SaaS que cubre la cadena de valor interna de transferencias de dinero, partiendo de un poderoso Motor de Pagos y recaudos que se conecta con canales masivos (Batch) o canales en línea, permite conectar al Core de la entidad con redes externas como ACH, redes de bajo valor como tarjetas, billeteras y otros; El Motor de Pagos se complementa con 14 módulos adicionales, entre los que se encuentra un Portal Transaccional, PSE y Transfiya.

Platform designed to control the cash flow, reconciliation processes and accounting.

Tmob's MFS platform is created for the world's global GSM operators and e-money licensed companies to turn them into financial institutions. From pre-paid mobile top-ups to bill payments, you can offer financial services to the underbanked and unbanked customers. Our cloud-based solution is secure, reliable and flexible. Check out full feature list on our website.

CAM Financial Services helps banks and financial service providers like factoring, leasing, and others automate (credit) decision-making processes. Enables scaling businesses. Standard interfaces give access to data from information agencies, credit insurers and other service providers and allow controlling master data, risk and limit management. In addition, the software supports with KYC and compliance tasks as well as with the management of dunning and debt collection.

ETNA Stock Trading API is designed to help FinTech firms build digital wealth management apps that require live trading, fractional shares and real-time market data. Online brokers, FinTechs, portfolio managers, digital advisors and roboadvisors take advantage of leveraging Trading API to automate trade submissions, reporting, trade allocations and track order statuses, positions and account balances.

Stock monitoring tool to streamline market insights and stock analysis via spikes scanner, dips & crashes, performance tracker & more.

Complete financial services solution for loans, leases, and more.

Personalized insights for clients and businesses.

Taulias Supply Chain Finance, also known as Reverse Factoring, is a type of supplier finance that provides funding in a way that benefits everyone. A third-party funder pays your suppliers early, giving them critical liquidity. You then pay the funder in line with your payment terms, preserving your cash.

Intelligent solution for money service operators

Sayari provides data intelligence platforms to power the fight against financial crime, increase corporate transparency in high-risk places, and support critical national security mission sets. The top global financial institutions, Fortune 100 corporations, financial crime regulators, and enforcement agencies in 35 countries trust

Accelerated SAP Financial Planning, Consolidation & Analytics

Enables businesses to securely issue real-time payments directly to the card of the recipient's choice.

Complete accounting software solution with low upfront costs, designed for businesses of any size. Customizable and backed by solid technology and outstanding customer support.

riskine develops digital solutions, based on the latest AI and graph- technologies, for the advisory of private and business customers. The products (including Risk Analysis, Product Advisory, 360 Retirement Planner, Investment Profile, Wealth Overview,...) are suitable for self-service (portal, website, apps, ...) as well as for personal and remote advisory. The digital solutions support insurance sales and lead to sustainable customer relationships based on transparency and trust.

Modular tool for Dutch financial advisors. Users get help with mortgage management, interest rates, calculation tools and comparisons.