Integrated, role-specific risk management solutions for risk profiling, scoring & assessment, and risk-return forecasts

Powerful algorithms for building investment portfolios, reviewing portfolio performance, and building reports

Algorithmic-based factor analysis aiming to improve investing strategy and optimize performance

Solutions for goal-based and cash-flow-based financial planning, tax optimization, and ‘what-if’ scenarios simulation

B2B and B2C platforms that simplify investment process and portfolio monitoring, and provide a delightful user experience

Trading platforms for brokers and desks that empower traders to manage complex trading strategies and optimize execution

Flexible banking platforms for financial institutions to handle the full range of wealth management transactions

Integrations with custodians and brokers; market data aggregation and processing; business or quantitative data analysis

Integrated CRM systems for account opening, KYC and AML checks, behavioral analysis, and building relationships with client

Integrated solutions that enable advisors use multiple channels for communications, simplify fee management and client reporting

Document repository and management systems for controlling document structure, security, permissions, facilitated due diligence and audits

Flexible solutions designed to simplify rule processing, analyze cross-border regulatory data, and perform automatic compliance checks

Solutions that allow protecting, controlling, and monitoring privileged access across on-premises and cloud infrastructure

Solutions designed for financial institutions to turn data into fact-based decisions for their tactical and strategic issues

Data-driven orchestration of business processes that facilitates the management of firm’s activities and workflows