ZenTreasury
ZenTreasury is an enterprise-grade TMS (Treasury Management System) that digitizes and automates financial contract management, cash forecasting, and accounting. Designed for finance teams dealing with complex treasury operations, it centralizes FX, loan, guarantee, and lease workflows into one secure platform.
The system supports a wide variety of instruments including foreign exchange contracts (spot, forward, swap), interest rate swaps, internal loans, deposits, guarantees, letters of credit, and IFRS 16 leases. It provides built-in approval chains, document attachments, audit trails, and auto-generated journal entries.
ZenTreasury offers real-time visibility into liquidity and exposures across entities, with forecasting tools and integration capabilities for SAP, Microsoft Dynamics, NetSuite, and 360T. Hosted on ISO 27001:2022 certified Google Cloud infrastructure, it ensures data integrity and compliance without heavy IT overhead.
Ideal for mid-sized to large enterprises aiming to modernize treasury workflows, reduce spreadsheet reliance, and improve governance.
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Sharesight
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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VestmarkONE
The VestmarkONE® platform enhances the ability of wealth management firms and their advisors to achieve superior investor results by streamlining the process of portfolio creation and oversight tailored to individual needs. Renowned for its reliability, this platform is utilized by some of the most esteemed companies in the wealth management sector. It has the capacity to manage the financial needs of hundreds of thousands of households, effectively replacing outdated systems to boost advisor productivity and allow for extensive customization. You can adjust your implementation to perfectly align with your organization's unique requirements and goals. This flexible array of software and outsourced services grants you, rather than your technology provider, the power to customize and oversee the system. It offers advanced solutions tailored even for your smallest client relationships, incorporating options for fixed income modeling, options strategies, unified managed accounts (UMAs), separately managed accounts (SMAs), and beyond. Additionally, the platform ensures that as your business evolves, you can easily adapt your strategies to meet changing market demands and client expectations.
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VISE
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.
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