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Average Ratings 0 Ratings
Description
Rapid and secure development is achieved through a high-quality user interface, such as a mobile application, which allows asset managers to ensure better adherence to MiFID II and similar regulations. This platform not only facilitates compliance with MiFID II but also incorporates an in-house robotic process automation (RPA) system. It effectively manages all types of clients, including both CSA/RCA and non-CSA asset management clients. The solution covers the entire CSA lifecycle, eliminating the need for manual processes and creating a comprehensive audit trail. Automated data checks and workflows guarantee that interactions are consistent, thoroughly reviewed, valued, and approved. Additionally, it empowers Investment Managers to enhance their processes for funding and valuing research services by offering a unified integrated platform. For those who have been using a custodial aggregator or are contemplating the option, there has previously been no alternative to a full-service platform that combines technology and service to oversee your entire program, from reconciliation to payments, until now. This new offering not only streamlines operations but also significantly improves efficiency and compliance across the board.
Description
SOLIAM is a comprehensive core system that offers real-time investment oversight, designed for Asset Owners and wealth managers. It facilitates efficient front-to middle office process management by supporting multi-custodians and multi-accounts. SOLIAM offers Asset Owners a unique platform to manage positions, make financial decisions, and comply with regulatory requirements (MIFID II and Solvency II). It also includes a robust ALM Engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions increase operational efficiency, reduce risk, and provide scalability and compliance with regulatory requirements.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Contact us
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Commcise
Founded
2013
Country
United Kingdom
Website
commcise.com
Vendor Details
Company Name
VERMEG
Founded
1993
Country
Netherlands
Website
vermeg.com
Product Features
Commission
Affiliate Management
No
Agency Commission
No
Commission Calculations
No
Commission Scheduling
No
Commission Tracking
No
Compliance Management
No
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
No
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No