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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

EOS revolutionizes and enhances your complete customer life cycle, encompassing acquisition, product offerings, billing, and customer service. Leverage its robust features and user-friendly design to achieve unmatched efficiency and create smooth experiences for your customers. Improve your customer management by utilizing highly intuitive agent interfaces, automating repetitive tasks, and employing smart workflow management tools. With low-touch configurations, you possess the capability to quickly implement new business processes and optimize your existing operations without requiring development assistance. Centralizing your technology operations is made easy with a single platform that oversees your entire customer journey. Additionally, EOS offers an Innovation Space for creating seamless integrations with external providers like Salesforce or Dynamics, and for developing custom solutions such as broker interfaces or pricing engines. You can choose to have these integrations and custom developments managed for you, or collaborate with your technology partners and internal teams to ensure success. Ultimately, this comprehensive approach not only maximizes efficiency but also enhances customer satisfaction throughout every stage of their journey.

Description

Connect with all your buy-side clients and brokers while executing trades across over 100 markets. Our comprehensive solution offers everything required for trading, from automated low-touch options to complete order and risk management. In today's complex equities trading landscape, leveraging advanced technology is crucial for business growth, as it can streamline operations, simplify workflows, and enhance efficiency. Regardless of whether you're a niche broker or a major global financial institution, Fidessa equips you with an all-in-one integrated solution for equities trading. Our platform features sophisticated algorithmic trading capabilities, extensive order management, and seamless straight-through processing to the middle office, as well as integration with various third-party systems. With our solution, you can trade on equity markets globally and gain immediate access to a network of over 6,500 buy-side firms and 600 brokers, ensuring you have the tools needed to succeed in a dynamic trading environment. Furthermore, our innovative approach helps you stay ahead in a rapidly evolving marketplace.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Compyl

Integrations

Compyl

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Znalytics

Founded

2014

Country

United States

Website

www.znalytics.com

Vendor Details

Company Name

ION

Founded

1999

Country

Ireland

Website

iongroup.com/ion-markets/eq/fidessa/

Product Features

Energy Management

Benchmarking
Bill Audit
Bill Database
Bill Importing
Budgeting & Forecasting
Compliance Management
Contract Management
Cost / Use Reporting
Emissions Monitoring
Energy Price Analysis
Facility Scheduling
Greenhouse Gas Tracking
Load Control
Load Forecasting
Meter Tracking
Risk Management
Weather Normalization

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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