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features
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support

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Description

Create production-ready integrations in just minutes instead of taking months. Paragon is a low-code platform designed to simplify the process of building product integrations, enabling you to provide your customers with desired features more swiftly. Concentrate on refining your product rather than on the complexities of writing integrations. With Paragon, you can utilize our visual workflow editor to establish production-ready integrations that connect seamlessly to your application in a matter of minutes. This allows you to dedicate your efforts to developing your core product instead of spending excessive time piecing together various services or crafting integration code. Enhance developer productivity and roll out new features effortlessly without the need for manual coding of integrations. The collaboration between product and engineering teams is facilitated by Paragon’s intuitive visual workflow editor. Additionally, Paragon automatically scales to ensure rapid performance while eliminating the need for you to manage your own infrastructure. Effortlessly connect with your customers' applications, as they expect your product to integrate smoothly with their other cloud services. Paragon simplifies the creation of user-facing integrations, allowing you to embed them directly within your product and enhance the user experience. By doing so, you can not only meet customer expectations but also foster stronger relationships with them.

Description

Effectively overseeing essential operations within fixed income portfolios utilized by financial institutions such as US banks is critical. Paragon serves as a comprehensive fixed income portfolio accounting solution that manages bonds and money market instruments through three key business functions: trade capture, processing, and reporting. By utilizing advanced accounting and position-keeping platforms, banks can effectively monitor their daily exposures. However, when it comes to delivering precise information to board members and stakeholders, traditional paper reports often fall short, appearing uninspiring and lacking in visual elements that highlight significant changes or exceptions. In contrast, Paragon provides a suite of reports—including inventory, cash flow, maturity, and management reports—that are enhanced with engaging graphics. This innovative approach not only offers improved insights for all stakeholders but also empowers decision-makers with actionable data drawn directly from Paragon’s comprehensive records, ultimately driving better business outcomes. By integrating visually rich reporting, Paragon facilitates clearer communication and supports strategic planning within the firm.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActionKit Yes 
Airtable Yes 
Firebase Yes 
Google Drive Yes 
Google Sheets Yes 
Mailgun Yes 
MongoDB Yes 
MySQL Yes 
PostgreSQL Yes 
SendGrid Yes 
Slack Yes 
Stripe Yes 
Twilio Yes 

Integrations

ActionKit No 
Airtable No 
Firebase No 
Google Drive No 
Google Sheets No 
Mailgun No 
MongoDB No 
MySQL No 
PostgreSQL No 
SendGrid No 
Slack No 
Stripe No 
Twilio No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 No 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Paragon, Inc.

Founded

2019

Country

United States

Website

www.useparagon.com

Vendor Details

Company Name

corfinancial

Country

United Kingdom

Website

www.corfinancialgroup.com/financial-software-products/paragon/

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management Yes 
Multiple Data Sources Yes 
Web Services Yes 

iPaaS

AI / Machine Learning Yes 
Cloud Data Integration Yes 
Dashboard Yes 
Data Quality Control Yes 
Data Security Yes 
Drag & Drop Yes 
Embedded iPaaS Yes 
Integration Management Yes 
Pre-Built Connectors Yes 
White Label Yes 
Workflow Management Yes 

Low-Code Development

AI-Assisted Development No 
Business Process Automation No 
Collaborative Development No 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring No 
Requirements Management No 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development No 
Workflow Management Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation No 
Collaborative Development No 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring No 
Requirements Management No 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development No 
Workflow Management Yes 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor Yes 
Mobile Access No 
No-Code Yes 
Task Management No 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

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 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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