Alternatives to OpenFin

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Plaid is an international data network that powers tools used by millions of people to live a more healthy financial life. Our ambition is to facilitate an inclusive, competitive and mutually beneficial financial systems by simplifying payments and revolutionizing lending. Plaid works with more than 8,000 companies, including fintechs such as Venmo and SoFi and several Fortune 500 companies, to give people more control and choice over how they manage money. Plaid is headquartered in San Francisco and its network spans more than 12,000 institutions throughout the US, Canada UK and Europe.

Moxo is a pioneering Service Orchestration Platform designed to streamline and modernize workflows. Founded in 2012 by Subrah Iyar, co-founder and CEO of WebEx, and Stanley Huang, former Senior Director of Engineering at WebEx, Moxo reimagines business processes for the digital age. The platform supports comprehensive workflow orchestration processes, enabling businesses to deliver seamless service experiences from onboarding through ongoing client services. Moxo continues to lead the way in workflow automation and client engagement, providing an intuitive, scalable platform that grows with the needs of enterprise clients. The platform’s extensive integration capabilities allow organizations to seamlessly connect with CRMs such as Salesforce and HubSpot, along with external applications like DocuSign, automatically triggering data syncing at a configurable cadence, ensuring that all business actions remain aligned with existing systems of record. Through Zapier, Moxo integrates with thousands of other applications, offering even more customization and automation options for businesses across industries. Moxo prioritizes privacy and permission-based access, providing tailored solutions for industries with regulatory requirements.

Reactiv SUITE can help you increase your audience engagement in any remote/hybrid meeting. Your audience wants to talk with you, not stare at your slide deck. Control your camera and stand beside your content, don't just be a tiny thumbnail on the bottom of the screen. Create an immersive and engaging meeting experience where you display, organize, manipulate, and annotate content as naturally as paper. Easily present multiple types of information, jump to any topic, and seamlessly capture feedback without the limitations of traditional screen sharing tools. Even record video messages that can be easily shared via email or social media. The 'Digital Table' allows you to create an immersive and engaging meeting experience where you can present any type of content. The 'Digital Wall' allows you to pin any file and create layouts that visually communicate and share your ideas during remote meetings. Use multimedia content and diagrams instead of static notes to accurately reflect your vision.

Our platform allows you to integrate financial products into your business. Banking Offer FDIC insured banking services to customers with a single seamless integration With ACH transactions, credit card processing and easy deployment, it's easy to move money. Branded Cards You can quickly create customized or white-label cards to promote your brand. Global money transfer Send and receive money across borders in any currency. One embed offer FDIC-insured virtual accounts that customers can use to manage their funds, earn interest and pay bills, send money and receive it all from one place. Alviere's banking technology allows you to easily embed FBO accounts (For-Benefit of) into your platform, so you can offer customized financial services for your clients and employees. FBO accounts allow you to track your finances and use in real-time, which allows you to choose the right services.

With Kinective Bridge™ (formerly OmniConnect), access the largest library of integrated fintech solutions, with 80+ integrations across 99% of US-based cores. Seamlessly connect your core with best-of-breed fintechs to scale digital transformation, modernize operations, and increase client delight. • Turnkey solution for secure, comprehensive, and supported connectivity • Innovate at your pace and scale growth without the need for extensive development resources • Mitigate manual processes and human error • Access the largest library of integrated fintech solutions with the flexibility to choose any system, technology, or provider Transformation sounds great on paper, but hard to make a reality with legacy tech stacks and outdated infrastructures. The hassle of switching cores or burning through in-house dev hours to integrate systems can be a slow, time-consuming process.

ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: Landing page & Borrower portal - to attract and serve borrowers. Self-service portal - to manage the whole enterprise activity. Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc The platform can be used as SaaS or On-Premise.

Your workplace reimagined. Workplaces are changing as well. Workplace unites and centralizes your team's workspace, simplifies file management, and streamlines communication. Context is key to productivity in today's information-driven world. Workplace integrates context from finance, marketing, and sales into your productivity apps so that you can focus on the core issue, rather than trying to solve multiple problems. Remote work is possible. Work is done locally. Work can be done from home. You may work on one device, then switch to another. Or you can skip between apps and jump across the time. So that your software doesn't take up too much of your time, it must track and enable all these things. Software can be complicated. Software is often complicated. Apps can be overwhelming if you just want to get the job done. Routines should not be repetitive, and clicks should be limited. This is the role of AI and workflow. You can do more with less. Software productivity tools were designed for individual users, primarily the consumers. Later, it was extended to business users.

Workvivo is an employee communication platform that allows companies to create meaningful, natural bonds between teams. It allows them to reach and engage employees in ways traditional tools can't. It's your intranet and comms tool all rolled into one familiar social experience that people love. This gives companies the control they need and allows employees the freedom and flexibility they want. Less distraction, greater engagement Unrivalled adoption and fastest time to value Your existing comms tools can be seamlessly integrated and streamlined with Seamlessly Integration

Portabl is changing the definition of what it means for financial service providers to share trust information with millions of people who rely on them. 6 out of 10 customers abandon online registration. We made it as simple as signing in to make the process of signing up easy. You can create 2-touch financial access for any user anywhere on the Web2 or Web3 and protect your users' privacy while you do it. You can easily sign up users in just 2 steps and 15 seconds by using the configurations that best suit your business. Our SDKs for mobile and web allow you to get up and running in minutes. Use zero-knowledge proofs to validate and verify information. Globally-recognized standards (OIDC SiOP) allow your users to log in with their verified identity via encrypted channels, eliminating the password risk. A tamper-resistant audit leadger allows you to see any changes in customer data.

We are the leading currency technology partners, and that is why our name says so. More than 200 of the most innovative and influential companies in the world trust us. Our subscription-based SaaS network and transactional platform are integral to the infrastructure of these organizations, whether it is for payments, pricing, risk management, or trading. Our cloud-based SaaS platform is configurable and ensures the most reliable technology in the market. It can be scaled to meet your ambitions. Our end-toend workflow is designed to support FX functions such as risk management, liquidity aggregation and other essential FX functions for a fixed subscription fee. We provide currency services and trading options to banks, brokers, payment companies and their clients. Access the growing cryptocurrency markets with the same level of institutional quality and reliability.

FinStack is the one-stop solution for any business to become a fintech leader! Launch products around PPI wallets, lending or investments while partnering with the top Financial Institutes of the country by clicking a few buttons. No engineers required. FinStack allows you to: - Integrate any API, data sources, custom forms, and LMS. - Create workflows and journeys for any type of loan product. - Configuring policies for underwriting through a powerful BRE. Use our powerful Loan Origination System (Secured or Unsecured) to source loans. FinStack is used by many NBFCs, FinTechs and other companies.

CECL FIT helps you comply with the CECL accounting standard. Our web-based CECL FIT solution, in conjunction with our PCBB Advisors will help you determine the best methods to use for your securities groups and loans. CECL FIT is a web-based solution that allows you to easily review your portfolio reserve and test your assumptions. You can also see instant results with CECL FIT. Institutions with a low loss history or none can quickly get started and find the best solution for each loan or securities segment. Executive dashboard that allows you to instantly see the effects of adjustments. Forward Look with realistic and supported forecasts

Quiltt provides a complete consumer fintech infrastructure that allows anyone to create innovative financial experiences. It doesn't have be complicated. We have the infrastructure to help customers quickly launch customer-facing features in their products - account connection, round-ups and bill management - in a fraction the time and at a fraction the cost. Quiltt Connect is an embedded UI module that allows you to access a complete and context-rich financial picture for your customers. Connect is built on the Quiltt graphQL API and comes pre-integrated to Plaid's industry-leading bank database network and Spade's powerful transaction enrichment services. Connect can be integrated into your product experience in just a few lines, allowing your team to concentrate on your core innovations.

Propine offers a range of blockchain-agnostic solutions for institutional grade and institutional use that can be used to manage all digital assets, including digital securities, cryptocurrencies as well as stable coins, NFTs, fiat, and fiat. Propine's core solution is Pro-Tect. This integrated digital asset custody platform provides the highest levels in certified security and compliance for safeguarding multiple asset types. Our state-of the-art solutions include Digital Securities: DASH, PropSS, and Crypto Management: CryptClear & DeFi-nity. Our KYC and AML services allow you to manage regulatory and compliance risks and allow customers to be onboarded safely, efficiently, and every time. We are ISO 270001 certified. We have a predictive cybersecurity posture that includes SOC monitoring, HIPS and UEBA. We also have a robust risk management framework and hardened modular governance with programmable policy engines that are tamper-proof.

Atlas is a digital workspace that combines knowledge, communication, and collaboration. It is built on and for Microsoft 365. Our platform solves the problems that everyone faces - too many digital tools and too many silos, too little information, and too much stuff that is difficult to find. Atlas streamlines the work experience by connecting people to people and people with knowledge. One platform that brings together knowledge, collaboration, and communication to create connected experiences that empower people to do their best. The way we work has changed. Atlas brings together knowledge, communication, collaboration, and collaboration beautifully in one digital workspace. This allows people to easily find and share information, greatly increasing collaboration and knowledge sharing. Promoting inclusion and connecting the right people to the right information is key to unlocking and sharing knowledge.

Empower your company with generative AI tools for finance. Rogo combines cutting edge LLMs and deep financial services expertise to allow you to create the ideal AI platform for your company. Research, make data-driven decision, and produce smarter material in minutes, instead of days. Use an AI tool with financial services as its DNA. Rogo's financial AI adapts itself to your firm's language and data. Rogo searches, analyzes, cites and cites millions of documents including your proprietary content and our extensive libraries, saving you hours manual digging. Rogo is a secure enterprise AI platform designed for elite financial institutions. It helps you save time, unlock insight, and automate your workflows. You can supercharge your productivity with a suite of tools. Spend less time on manual work, let junior team members concentrate on higher-value tasks, and empower executives with the ability to answer their questions.

PRODUCTIVITY SOFTWARE Rambox is a digital workspace organizer that 🚀 boosts productivity for professionals who use web apps frequently. It centralizes all your apps, making it easy to organize and access frequently used applications in one place. 80K+ users across 5,000 companies of all sizes choose Rambox worldwide to simplify their workspace. Select from our list of 700+ apps which you want to use and organize them into different workspaces. You can have multiple sessions of WhatsApp, Gmail, Slack, etc. and stay signed. Workspaces With over 700 pre-configured apps, you can instantly add them to your workspace, including: - Gmail - Google Apps - WhatsApp - Facebook - iCloud and much more And if your app isn't listed, no problem - you can add any custom app in a few easy steps. Rambox synchronizes app configurations and can disable notifications across all devices in the user dashboard, automatically hibernating inactive apps to free up memory. Plus, users can apply CSS styling and JS code to improve each app's design and performance. Other features include: dark mode, do not disturb mode, spell checking, ad blocking, password management, notification management, and keyboard shortcuts.

An intelligent workspace will improve employee experience. Work smarter and more flexible. You have hired the best. Let them be the best. Citrix Workspace redefines what it means to be productive. Simpler IT can increase employee productivity and engagement. You can simplify the way you manage, secure, and administer apps, devices, users, networks, so that you can provide the best employee experience. Easily return employees to the office. Your cloud strategy can be used to its full potential. Replace traditional VPNs by a zero trust approach.

LumApps is a cloud-based employee experience platform that enables communication between employees, allows users to access Google's search functionality within a repository of company files and lets users share files, information and comments. What LumApps can do for you: - Connect and engage all your employees, including frontline workers - Align your company around one shared company culture - Enable today’s largest enterprises to align, engage and empower their employees - Deliver a tailored experience to each employee to maximize engagement and productivity - Communicate with and empower your employees where ever they are LumApps offers services on an annual subscription basis that includes support via email and through an online help desk.

Teleworking requires a weekly collaborative calendar, a table to monitor tasks and time and management by the manager in accordance with the rules of Teleworking. Org@work allows you to configure the organization online. This makes it easy for you to manage projects, tasks and the working hours of your employees. Hybrid work allows for flexibility in the workplace. But effective management of the teams and employees' presence in the office is essential. We can help you optimize your workspace organization by providing a solution to manage flex-offices, a new trend in companies. The employee can choose whether he wants to work in person or remotely, and then reserve his office.

Infosys Meridian is a Live Enterprise Workplace Platform that helps companies reimagine work-from-anywhere experiences. The platform is part Infosys Cobalt. It allows enterprises to transform into a remote-first, productive anywhere workplace that increases productivity, deepens stakeholder engagement and streamlines work processes. It is designed to simplify and improve processes by adding context to every interaction and capabilities such as asset discovery and digital prototyping. Intelligent operations for digital workers. They guide them in making better decisions, provide guidance on productivity patterns, and empower them with playgrounds to learn, test, and succeed. Simulates live experiences in a virtual environment that allows for seamless interaction between employees, clients, value chain partners, and clients.

Mocaworks, a software company and incubator in Ridgefield WA, is Mocaworks. Businesses of all sizes use our products to inform and motivate their employees, improve team performance, and create memorable customer experiences. Your community can be your home. For members, professionals, employees, and everyone else, we can create custom collaboration platforms. Cloud based. Modular. Personalized. You can create an entire ecosystem in the cloud without any dependencies or requirements. You don't need much or little. Tryyb gives you everything your team needs in one place. You don't need to just create a program. Create a culture. Teams in Tryyb can drive significant change. Cloud-based document editing and versioning. Your own learning management system. Manage and create new business processes. Although your organization is not a standard model, you still have the right to be called your own. We can help any type of organization.

Finsemble allows software engineers to create smart desktop apps that allow apps of any type to sync, link and share information. Our product provides a framework that you can use immediately to build on. It also includes out-of-the-box integrations that will allow your team to work with Angular, React, and other frameworks they love. Our software development kit makes it easy to deliver a smart desktop faster than any other. We solved complex problems in development so that applications can share information immediately and custom workspaces can be created quickly. Finsemble allows you to experience a new way of working in a unified desktop environment. Any type of application, modern or legacy, in-house or a third party, can communicate across multiple windows and monitors. Connected apps can solve many business problems. How can we help you create a new way of working?

E6 offers the infrastructure and flexibility to deliver industry-leading payment solutions to top 50 global banks, fintechs and other organizations. With our payment technology, you will always be ahead of the curve. Stop letting outdated technology limit 21st century opportunities. TRITIUM is E6's powerful payment platform. It offers a solution that is flexible enough to redefine the paytech industry, yet secure and reliable enough to please your CIO. TRITIUM, E6's powerful payments platform, is the only solution if you want to modernize your existing payment technology stack, expand your business or get ahead of your competition. You didn't just stumble upon this page, so tell us what your goals are. TRITIUM's flexible, single payment platform can be used for almost any type of payments application, from launching innovative products to powering a BaaS. Our modern payment platform will simplify your paytech stack, and help you reduce costs.

Flowpilot provides transparency in all financial matters. You can connect your bank and the accounting department in just a few steps and plan your future cash flow. Smart tools and artificial intelligence help you make better business decisions based on meaningful scenarios. flowpilot connects to your bank accounts daily and processes them with your accounting. You can work error-free because of the consolidated data. Our software is better than the rest: You can test it for free and see all the features in our product demo. You can cancel flowpilot at any time. German financial experts developed flowpilot in Berlin. We are able to cater to the needs of medium-sized businesses. All data is stored in secure cloud "Hosted in Germany". No matter what concern or question you may have, our support team will be there to help you.

We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Backed by leading investors including Everstone Capital and Paulson & Co, Innoveo’s cloud based, AI enabled no-code platform is currently in production globally at over 30 industry leaders across insurance, financial services, healthcare and real estate. With Innoveo, you’ll get the solutions and industry expertise you want, plus a little extra: a thoughtful, no-nonsense experience delivered with a refreshing dose of honesty.

A cloud-based portal allows corporate clients of financial institutions to view their cash balances across multiple currencies and subsidiaries. They can then use those balances to fund a variety cash-equivalent investments such as money funds or time deposits. G-CLIP allows clients to not only place excess cash into approved investments but also to understand their risk exposures using an intuitive analytics package. FO2 developed G-CLIP using extensive market knowledge, client needs, regulatory requirements, and market experience. This allows key bank clients to have better liquidity and greater transparency through one simple-to-use liquidity portal. G-CLIP by FO2 can be used as a standalone portal or linked to other FO2 modules that will enhance the client's experience and increase the financial institution's capabilities.

A complete loan management solution for digital lenders, with an impressive level of SDK-powered functionality and robust analytics. timveroOS is a cutting edge lending solution for banks. It integrates all processes in a single workflow, allowing them to build, customize and scale their lending business. Our software for loan administration is equipped with a powerful AI-powered analytics platform that allows banks to create better risk and underwriting models, products and marketing campaigns in a controlled and fast manner. The data layer contains 90+ ready to use data providers, and new connections can be made in minutes. These analytics tools, along with the cashflow engine and financial engineering built-in, allow lenders to make executive business decisions 12x faster and increase profits on a loan by 13% annually. Using deep analytics on top automated operations can improve banking efficiency.

We handle all the compliance and regulatory issues so you can focus on business growth. You can securely handle supplier payments and create a benefits program that your employees will love. Customers will love digital gifting. This makes crypto PoS easy and secure. Your business can now enable everything, from compensation payments to salary advances. All the necessary tools are available to plug-and play, including crowdfunding and B2B marketplaces. Adding financial services to your customers exactly when they need them was difficult up until now. This is no longer the case. You can choose the services you need, and then add value to your customers with our ready-made, plug and play financial services.

Instantly open bank accounts, issue cards, send payments, or offer crypto wallets. Solid offers a complete, compliant suite FinTech services. In minutes, you can integrate to create new experiences. Solid's Banking as a Service allows companies to launch deposit products such as business and consumer checking account. It includes the ledger, statements, as well as everything you need to create delightful banking experiences. Solid's Card Issuance and Management platform was the first of its type. Issue cards are the modern way to meet the needs of your customers with one API. Solid fully manages credit, debit, prepaid cards in both physical and virtual form factors. Solid's API for creating accounts and opening banks instantly allows you to engage your customers in a light and powerful way. Solid's API allows you to instantly issue branded physical and virtual cards. You can also give them the spending control they need.

Aerotruth makes it easy for financial service institutions and banks to manage their correspondent, fintech, and banking partner relationships. There are many documents that must be exchanged to approve compliance approval for new partner onboarding and periodic reviews of B2B partnership relationships. This process shouldn't take more than a few months. Aerotruth makes it easy for financial service institutions and banks to manage their correspondent, banking, and fintech partner relationships. Aerotruth helps you speed up the approval and document exchange process, which allows you to conduct due diligence on existing and new partners more quickly. Aerotruth, a secure cloud-based platform, makes it easy for institutions to store, exchange and approve documents that are required to comply with regulatory requirements during the review and onboarding processes.

Paysley allows customers to send secure payments to you via text messaging, picture messaging and email. Customers can also access any custom payment page from their mobile devices by scanning a QR code that can be displayed anywhere. To make a payment, your customers don't need to download an application or register. Paysley is the easiest and most convenient way to make payments. No special devices or card readers are required. Cardholders can make payments using their mobile devices. There is no customer app download, account registration, password, or login. No redirect to a service provider's website. Paysley is a direct tokenized payment option. You don't need to ask for customer's card information ever again. Paysley is secure, and your business will be PCI compliant. Your Paysley Portal allows you to upload and manage customer information. Your customer database doesn't just contain contact information.

NayaOne is your gateway to financial technologies. It offers a unique Sandbox as a Service Platform that empowers institutions with unprecedented speed and security to innovate, build and test digital solutions. NayaOne is your gateway to financial technologies, offering a unique Sandbox as a Service Platform that empowers institutions with unmatched speed, security, and innovation to build and test digital solutions. Connecting new technologies to existing banking systems can be a difficult task. Adopting new technology comes with the requirement to maintain the highest standards of data protection and regulatory compliance. Growing your business in an innovative way is fraught with risk, and most of the changes you make require technology from a 3rd party.

Businesses and consumers are changing the way they interact with their financial institutions. They also want to be able to access the services they need. This makes it less important for an institution to have a physical presence and more crucial that it can connect with consumers and businesses on their terms. Fiserv assists businesses to find innovative solutions to manage costs, grow revenue, mitigate risk, and reduce risks associated with the payment process while also attracting and growing customers. Financial institutions have to reconsider how digital channels and real time payments can be used to provide the services consumers expect. Fiserv solutions can help you maximize the potential of electronic payments processing, regardless of whether your customers pay people or businesses in person or online.

Financial institutions can seamlessly identify optimization opportunities and collaborate with other market participants using our SaaS products. We use proprietary workflow technology and advanced algorithms to analyze portfolio optimization and execute it with counterparties. This allows firms to: Identify offsetting trades to eliminate position, freeing up capital without affecting risk. By moving positions to institutions that are better placed to hold them you can open your credit lines. By creating capital efficient positions, you can access capital at the most diverse sources. Our SaaS products change everything. Empower everyone. Reimagine the way capital markets work.

The future where errors and inaccuracies can be eliminated using cutting-edge artificial intelligence, go-to market is faster and easier, customer acquisition is faster with tailored lending products, elevated experiences, and this is called Lentra. Lentra, a brand-new domain-native platform, was built from the ground up. It was designed and developed to meet all the needs of any financial institution. Ready-to-use, with quick deployment and curated journeys. Microservices architecture that allows for custom customer journeys. No CapEx with pay-per-user/transaction SaaS model. With dedicated data centers, it is always-on. In-built industry-grade secure infrastructure. API-driven for rapid 3rd party integrations. Horizontal scaling allows for growth. Lentra offers a range of solutions that cover all aspects of a financial institution's lending needs, including personal loans and credit cards.

Envestnet | Yodlee, the leading data aggregation and data analytics platform, helps consumers live better financial lives through innovative products and services created for more than 1,400 financial institutions and FinTech companies, including 16 of the top 20 U.S. banks. We are transforming financial apps and services by providing solutions for wealth managers and banks, merchants and many more. Find out how we can help your business grow. Our data aggregation platform allows financial institutions and FinTechs help consumers achieve better financial outcomes. We follow industry-leading practices in data security, regulatory compliance, privacy, and confidentiality. Bill Crager has updated us on Envestnet's commitment to action. Browse our library of whitepapers, on-demand webinars and eBooks. They are packed with valuable insights, actionable advice, and product information.

Correct, merge, analyze, and analyse. FOCONIS-ZAK®, could help you make more time for the important things in your day-to-day business. FOCONIS-ZAK has been successfully used by hundreds credit institutions with different orientations in close collaboration with auditing associations, auditors, auditors, and computer centers. All areas of banking are covered by the FOCONIS project. This includes the appropriate analyses or functions relating the the area of responsibility for a professional internal control system. FOCONIS has taken on the responsibility of providing customers with functional extensions as soon as they become necessary. Control requirements, documentation obligations, reports and analysis, as well as process support, are all possible. With increased control, documentation, and reporting requirements, coupled with requirements for cost reduction and transparency, economic efficiency, and cost effectiveness.

Do you need consumer credit reports to be pulled? You can now qualify your customers, and pull credit in real-time with the credit bureaus. This will save you time and money, while allowing you to make better lending decisions. Soft Pull Solutions provides a range of services for businesses, brokers, and lenders who need software to pull credit report. This makes financing simple, safe, predictable, and easy. You can maintain compliance with credit reports, whether they are hard or soft. Access the most accurate and reliable reporting information from three of the most trusted credit bureaus. With integrated APIs, automated checks of income, and credit reporting software, you can make dependable financial decisions anywhere, at any time.

Reduce transfer times from weeks to a few days by eliminating hours of repetitive tasks for your operations team. AI-powered data validation means fewer rejections, which allows you to receive transfers faster. Real-time status updates will calm antsy customers. Our robust and well-documented interfaces allow automation and straight-through process. Our user-friendly interfaces and pre-filled fields help operations teams process exceptions. FINRA is happy with the built-in compliance reports, reconciliation and other features. ACATS can have up to 17 statuses and 33 failure reasons. There are also 100s of data code. We map them and handle all. Integrate your existing core systems including FIS/Phase3, BETA or InteliClear. GoldenBasis allows new customers to upload a brokerage account statement. Our AI extracts the fields and validates them, which greatly reduces errors.

Access to markets is difficult and expensive due to old infrastructure. We began with prime brokerage - an industry that has not seen any real innovation for decades. Our tech-first platform redefined the way prime brokers work - improving accessibility, speed, and customer service. We want to continue this change in all capital markets for all types of investors - institutions, active trader, market-makers and fintech apps. Our prime brokerage platform is scalable and provides optimal clearing solutions for market participants without regard to firm size, return profile or strategy. We provide you with clean data to help you make better decisions faster. Our proprietary platforms for securities lending and funding have allowed us to create extensive distribution channels that support the liquidity requirements of our clients and borrower counterparties.

Our industry-leading platform delivers the highest return on investment, and is the fastest and easiest to deploy. It revolutionizes the way businesses do their tax operations and manage FATCA and CRS compliance. Are you looking for a reliable and scalable tax compliance solution that can be easily integrated into your existing systems and processes? Discover how our fully automated FATCA/CRS platform is delivering value to businesses of all sizes. You can easily integrate our fully automated, scalable online customer portal and tax operations validation portal into your existing systems to demonstrate compliance and reduce your risk. Our fully automated online customer and investor portal allows you to grow your user base, provide a superior investor experience, and reduce your risk.

Quickly generate NDAs and term sheets, subscriptions, KYC documents, etc. by pre-populating smart web forms. To track client compliance information, Obsidian Suite can be integrated directly into the advanced client management database. Our simple electronic sign-off via DocuSign enhanced integration allows you to save time. Use CRM auto feed to keep track of client interactions and document status.

Jocata Financial Advisory and Technology is a product company that builds digital onboarding, digital lending, and fraud management solutions for the BFSI sector. Our headquarters is in Hyderabad, and we currently serve many top banks and NBFCs across India and overseas. Jocata GRID is a fast and adaptive digital ecosystem that processes millions of transactions daily. It delivers solutions that drive business growth, streamline operations and provide risk-adjusted insight, as well as regulatory compliance. Our configurable workflow engine brings together all key operational stakeholders into one virtual platform that allows for efficient management and monitoring business processes. From gathering customer-related information from multiple sources such as financial institutions, watchlists or statutory authorities to processing it and then presenting it in the most convenient way, using the latest technologies.

Modern traders and investors expect trading platforms that offer superior trading experience across multiple devices (web and mobile), seamless connectivity to multiple stock markets/exchanges, and enhanced customization capabilities with a low turn-around & quick implementation time to keep up with the rapidly changing technology landscape. TradeAnywhere and Dion offer end-to-end, flexible and integrated trading solutions in India to stock brokers and retail investors. Access to the system is possible via a web-based platform, or a mobile app. This allows users to trade in equities and derivatives with ease and security through an intuitive interface. The system offers trading capabilities and market information for all major Indian stock exchanges and segments (NSE and BSE, FONSE and CDNSE), NCDEX and MCX, MCXS, IPO and MF, NCD), and allows users to monitor market data and trade CFDs (Contracts For Difference).

Bancorp has been providing nonbank businesses with the people, processes, and banking technology they need to meet their specific needs. We have grown to be a leading provider of technology-forward solutions that help our partners' businesses move into the future. The Bancorp is your partner in helping you grow, maintain, and expand your business. The Bancorp is more than a payment innovation platform for our clients. We build lasting partnerships by focusing on the future with technology and services. We don't settle for the best solutions today. Instead, we look for new technologies to create more efficient, scalable, and agile services. We strive to transform the payments landscape every day. Bancorp Institutional Banking provides innovative lending and deposit solutions to financial professionals that seamlessly integrate with wealth management strategies.

Omnia is a modular platform that enables your business to undergo a Digital Transformation. It boosts your revenue generation, rationalizes your costs, and creates an omnichannel and multichannel experience for your customers. All of this at high security levels. Integrate your legacy systems, external services and institutions in one place. Offer a unique, homogeneous and seamless experience to both your internal and external customers. Implement pre-designed applications quickly that can be easily adapted to your current Business requirements. Omnia provides applications that are easy to deploy and can accelerate your business growth. With a platform that adapts to any Legacy System on the market, you can preserve the best of your IT Investment. Reduced costs and risks of your digital transformation process by enabling continuous innovation and scalability of your products and service.

Genesis Global enables financial markets organizations to innovate at speed through a software application development platform, prepackaged solutions and deep expertise in capital markets and financial services. Genesis replaces the buy vs. build challenge with a buy-to-build solution. The Genesis platform is designed with flexibility and performance at its core, providing developers with the frameworks, integrations and components required to automate manual workflows, enhance legacy systems and build entirely new applications.

Wallie e-Wallet allows banks, MNOs, MVNOs and financial institutions to create a digital wallet that is tightly connected to their core systems. This mobile money solution is available via an agent/CSR-led model or online/API registration. It is very easy to register users and complete KYC procedures to activate the wallet system. Users can send and receive money directly from their mobile wallets without having to use any bank services once they have registered. You can add money to the wallet. Add multi-accounts with different currencies. In one click, transfer money to your wallet or account. You can view all transactions and raise a ticket if the transaction is not complete. All payment services can be done through one device. Monitor expenses, identify the most popular areas for spending and reach the campaigns in the interest area where promotions and offers are displayed.