Alternatives to Patrina

CurrencyXchanger (CXR), a professional money exchange solution, automates a money service company (MSB). CXR is designed for currency wholesalers and currency retailers. CXR is not a Forex Trading Platform! CXR offers multicurrency point-of-sale (POS), integrated Customer Relationship Management module (CRM), AML compliant record keeping (KYC and EDD), management reporting as well as cheque management module, eWire money remittance tech, and many other features. The solution is available as a POS, Business, or Pro edition. We will never have access to your data, which is one of our key differences from other web-based solutions. We will not store your customer data or information on our servers. Transaktional data is also not stored by us. CXR 6 offers a variety of government reporting options, including LCT, LCTR and STR reports, as well as EFTI batch reports.

The most reliable social media archiving software available for records compliance and risk management. ArchiveSocial connects directly with your social networks to capture, preserve and maintain all content that your organization posts or engages in. This is done in-context and near-real time. It all lives in one secure, easy-to-use archive so you can manage your online communications and ensure compliance with regulations and public records laws. Social media archive software helps you to save your communications so that you can respond to records requests and comply with public records laws. Learn more about public records and why governments should archive social media for proper record retention. All content you post or engage with, including deleted, edited and hidden comments and posts, must be captured and preserved. You can play back records in their original context, and you can verify their authenticity using digital signatures.

We provide market-leading solutions that optimize investment, unlock value, and drive growth. Financial institutions can consolidate and streamline their operations with our end-to-end trading and treasury solutions. We provide services to global, regional, and central banks, broker-dealers and insurers, asset managers and pension funds, as well as corporates. We are driven by exceptional people who drive innovation at scale. Solutions for regulatory reporting and risk management. You can meet your immediate regulatory reporting needs while creating long-term value. Front-to-back solutions in capital markets and treasury. Single source of truth enables faster decision-making and more efficient operational processes. It's a difficult task to manage large volumes of trades throughout the transaction lifecycle.

Sharp Archive is a leader in archiving communications for regulated organizations. Our users are often required to archive communication in the following industries: finance, insurance, government and education. Sharp Archive was founded in 2005 by financial professionals who also have to comply with mandatory archiving rules. We were shocked at how outdated and expensive the software options were when we started looking for solutions. Some software was not up-to-date to comply with the latest regulations. You can take a look at our live demo on our website. We won't ask you to make an appointment or give out your information.

Allows trading of many digital assets, including one or two blockchains. A powerful matching engine that runs behind a robust, scalable set of microservices. Intelligent adjustment is possible to support high frequency trading and significant load. Highly scalable architecture Regulated digital securities have untapped potential. They can change the economics of capital formation and unlock secondary liquidity and value to investors. INX Securities, LLC, an affiliated broker-dealer, aims to be the primary trading site for registered digital securities. This is where issuers can list and investors can trade digital securities safely. INX has created a transparent and regulated pathway for the public to participate in tokenization's potential success and to gain from the INX platform.

A cloud-based solution for Registered Investment Advisors and Broker Dealers. Easy integration and management of client data and accounts. Integrate seamlessly with other productivity applications. Platform compliant with SEC Rule 17a-4. This requires client and account recordkeeping with both instant access and non-immediate (WORM) storage. Keep track of business practices and communications with clients. Manage workflow templates. Optimize sales through prospect classification. Maintain a higher level of control over the organization structure. Monitor who has access to what tasks and who has the responsibility.

Recordkeeper Systems works closely with one of the best Filemaker Developers to consolidate and organize your business data and streamline your business' operations. Experience of 28 years and personal attention to detail are what make the difference. Recordkeeper Systems can help you create the best workflow for your business, save time, and increase your bottom line. RecordKeeper Systems is a top Filemaker Developer in web and database development. We bridge the gap between data and company work flow. We can help you with Filemaker, Quickbooks, MySql, Quickbooks, and other integrated solutions, as well as Mobile Web development and Mobile Web design for your school, company, or Apprenticeship program. Coyote Recordkeeper (Customer Relations Manager) is a fully-featured CRM that you can use straight out of the box. Coyote can be used on both Mac and Windows systems.

We organize securities into three markets according to the amount and quality of information that companies provide. This is done in order to create more efficient and informed financial markets. Our SEC-regulated investors can access data on over 11,000 securities via OTC Link®, ATS. This includes Bloomberg, REDI Technologies, and Thomson Reuters. Alternative Trading System connects leading U.S. broker dealers to provide liquidity and execution services for securities on our exchanges. OTC Link ATS is our SEC-regulated alternative trading platform that connects leading U.S. broker dealers to provide liquidity and execution services for securities traded on our markets. Companies can choose to be traded on Pink or OTCQX by default, or they can also qualify for the OTCQX and OTCQB markets. Corporate Service products offer companies solutions to better engage investors.

Trade with algorithms, connect to apps, and build services -- all using a commission-free stock trading API. Alpaca, a technology company located in the bay area of California, modularizes the world’s asset management activities. We are a diverse group of people with deep financial and technological expertise. Our investors include some of the most prominent figures in the industry. We are proud to be supported on various platforms by the love of passionate community members. Zero commissions to buy, sell, or short U.S. stocks. Both personal and business accounts are supported. Alpaca Securities LLC, a FINRA-registered broker/dealer, is designed for high volume trading. Paper trading allows you test the API and see how your strategies would perform. To run your strategies in live production, simply update the API endpoint.

AgStockTrade.com is your online resource for buying and selling agricultural shares (stocks, capital units) for top dollars. Our Alternative Trading System (ATS), which provides the most current Internet share matching and trading services, is a system that meets our member's liquidity goals and needs. Variable Investment Advisors, Inc. ("VIA", “we” or “us”) is a broker-dealer that is registered with the U.S Securities and Exchange Commission. It maintains registration to operate as an alternative trading platform ("ATS") and continues to be registered. Please accept the following as a list of general risk factors to be aware of before investing in any issuer listed at AgStockTrade.com.

Complex models can be implemented and asset allocations across portfolios monitored easily. Manage order flow across multiple custodians and asset classes. Simple Tax Alpha is possible with Tax Harvesting, Location Optimization and Tax Harvesting. Simple but powerful tools allow you to keep track of cash balances and monitor cash movements intra-day. Connect with a variety of portfolio accounting, reporting and execution systems. Features that ensure trading compliance and data accuracy.

Our tools can automate and streamline compliance management and risk management for financial advisors, banks, brokerage-dealers, collection agencies, and credit unions. Online services are more likely to be requested by clients than any other. Even if they don’t, your board/team will feel more at ease knowing that you have a well-organized and documented compliance program. Our tools are designed to help healthcare companies assess their compliance with HIPAA requirements, maintain policies to ensure compliance, as well as periodically test for compliance. Our range of risk assessment tools automates the complicated task of documenting your organization’s current risk profile against relevant risk frameworks such as SOC2, HIPAA or regulatory requirements. Our hosted ODP software, in addition to consulting services, is packed with more features to ensure the success and sustainability of your program.

We organize securities according to the amount and quality of information that companies provide. This helps create more efficient and informed financial markets. OTC Link®, ATS is our SEC-regulated Alternative Trading System that connects top U.S. broker/dealers to provide liquidity and execution services for securities traded on our markets. Companies can choose to be traded on Pink or OTCQX by default, or they can also qualify for the OTCQX and OTCQB markets. Corporate Service products offer companies solutions to better engage investors.

Renaissance is our all in one compliance management system (CMS). It simplifies the process of assigning compliance tasks to your broker-dealers or investment advisors. The main dashboard of the Renaissance system features an icon-driven menu structure which guides users to their most important compliance tasks. Our dynamic reporting dashboard makes aligning your compliance program objectives and overall risk management strategies easy. To ensure that the right people have the right information, user access rights can be mirror after your firm's internal hierarchy. Based on the user's activity, create, manage and execute targeted email campaigns. Emails can be scheduled to go out daily or weekly. Our system is mobile-compatible, so your users can access it from any internet connected smartphone, tablet, or laptop.

Phoenix Systems, a fintech company founded in 1981, provides robust, flexible, and cost-effective software to the global financial industry. Our software solutions include mutual fund transfer agent, shareholder recordkeeping, sub-accounting, mutual fund trading, settlement, and reconciliation. We are a fintech software developer with extensive experience. We provide powerful solutions that are tailored to your business's needs. All of our products are modular and built on rules, allowing them to be quickly adapted to changing customer needs. Phoenix Systems' client list includes leading global financial service companies. The company has a track record of delivering sophisticated software solutions to the financial services industry.

We are the most accurate and efficient AI-powered software suite to meet all your RIA compliance needs. ComplianceGPT automates marketing review. Upload dozens document types to receive compliance recommendations within a minute. This will save you (and your team) countless hours of back-and-forth. Set up employee brokerages once and benefit from automated reporting, preclearance and reviews. We make the employee onboarding process easy by assisting with it. Updates to your code of conduct, compliance manual, and other things. Employees can log in to the Hadrius intuitive UI for easy reporting and document signing.

ICE BondPoint is a top fixed income marketplace that offers deep liquidity, price discovery, execution and execution to brokers-dealers and buy side institutions. We offer multiple protocols such as request-for-quote and click-to trade. This allows us to innovate and increase access and efficiency across fixed income markets. Smart technology allows seamless integration and straight-through processing. There are many options for connecting. We are a leader in data services and provide global securities evaluations for fixed-income securities, international equities, and global American Depository Receipts. Execution efficiency in fixed income. ICE is committed increasing transparency, execution efficiency, and access to information as fixed income markets seek greater productivity, liquidity, and greater productivity. ICE BondPoint, a doing business name of ICE Bonds Securities Corporation is a member FINRA/the MSRB. ICE Bonds Securities Corporation, a wholly-owned subsidiary owned by Intercontinental Exchange Inc.

North Capital Investment Technology Inc. ("NCIT") provides Accredited.AM. North Capital Private Securities Corporation ("NCPS") provides verification services. This wholly-owned subsidiary is a member of FINRA, SIPC and broker-dealer of NCIT. As NCPS is a registered broker/dealer, platforms and issuers can rely on our verification letter to verify compliance with rule 506(c) under the SEC's safe harbour guidance. Accredited.AM is a free service that will verify your accreditation as required by federal law for private placements. You can invest through an increasing number of online platforms and financial institutions once you have verified your status. We protect your privacy and confidential data. Once you have been verified, you can start investing through many online platforms and financial institutions without having to disclose any confidential information about your income, assets, or other personal information.

Since 2016, KoreConX has been pioneering the way for private companies seeking funds with its top-tier online platform. It streamlines the entire fundraising process, from issuing securities to managing shareholder relations and cap tables. KoreConX is an All-In-One platform to help companies in their capital raising process. Whether it's a RegCF, RegA+, or RegD offering, we can streamline the way compliantly. Also, our technology boosts investor communications, taking your investor relationships to the next level. Investors, brokers, lawyers, accountants, and investor acquisition experts all benefit from our integrated ecosystem. We also have a lot of educational content to guide companies on their fundraising journey. Our articles, videos, and webinars can assist investors in getting savvy about Private Capital Markets and their opportunities. Perfect for curious minds looking for the latest in Tech and investment insights.

We create digital products that are vertically aligned to investors, advisors and broker-dealers. Wealthbox is a beautifully designed CRM that allows financial advisors to manage client relationships, collaborate with colleagues, and share information with ease.

Genesis is the global leader in institutional markets for digital assets and a full service digital currency prime broker. Genesis facilitates digital currency loans, trades and transactions worth billions of dollars on a monthly base. Our team has decades of experience working at top Wall Street banks and a deep knowledge of cryptocurrency markets. Our platform offers a single point for digital asset trading and derivatives, lending, borrowing, custody, and prime brokerage services. All-in-one digital asset solution. Genesis is a full service digital currency prime brokerage. We provide investors with a safe marketplace to trade, lend, and custody digital currencies. Complete large orders quickly and reliably. Our OTC digital assets trading firm is regulated by the SEC and FINRA as a securities broker dealer. Lend and Borrow digital assets and tap into alternative liquidities for hedging and speculating, as well as working capital needs.

Fusion advisor is designed for wealth management advisors. It helps them unlock the grates source to new assets from each client household.

InvestaX's licensed Tokenization SaaS platform is a software-as-a-service solution that enables the issuance, trading, and custody of security tokens for private market assets. We have been granted Capital Markets Services (broker-dealer) and Recognized Market Operator (exchange) licenses by the Monetary Authority of Singapore (MAS) to provide asset tokenization services and operate trading markets for RWA and security tokens. Our service is a one-stop-shop for all your needs in security tokens, including seamless integration with banks, thorough user verification through our KYC module, flexible OTC trading and secondary trading of RWA and security tokens. We also offer primary issuance services, cutting-edge blockchain technology, smart contract deployment, and flexible OTC trading. InvestaX's tokenization services cater to companies and fund managers seeking an efficient SaaS platform to manage security token offerings. Likewise, investors can easily diversify their portfolios with digital assets in full compliance with regulations.

Gen CompLaw, an advanced ROC program with many features, is distinguished by its MCA filing facility. This software's ability to ensure compliance with all regulatory requirements while facilitating the completion of MCA/ROC filing is one of its most impressive features. The software supports a variety annual eforms, such as AOC-4 (AOC-4A), MGT-7 (MGT-7A), ADT-1 (3,8,1112,15), LLP eform (3,8,1112,15), etc., making it easier for firms to submit under the Companies Act, 1956/2013. Gen CompLaw’s ROC filing software allows companies to rest assured that they will automatically create all key statutory registers, such as shareholders, the MBP-1 and charge. This feature allows businesses to save time and resources by storing records in one place. The software is the complete solution to all your MCA/ROC compliance and filing needs.

TradeFuse is a powerful trading analytics and automated trading journal suite that's designed for all types traders. Brokers don't provide enough useful trading analytics. TradeFuse provides customizable metrics that go beyond what brokers typically provide, allowing you the ability to focus on the metrics you need to track to make your own trading decisions. TradeFuse's newest innovation is a fine-tuned AI that can answer any question regarding your trading journal data. QuantumQuery is able to answer any question you may have about your trading journal data, whether it's a general question or a query about metrics, graphs and comparisons. Once your account is connected, all trades will be automatically added to your journal, and your analytics will be updated in real time. This allows you to focus on what's important. Say goodbye to the hassles of switching between charts and analyses and juggling multiple windows.

ANALEC believes that technology and software can help full-service brokers-dealers combat the structural decline they face and reset their business models so that they remain sustainable. Our offerings help brokers to increase productivity and cost-competitiveness, as well as improve revenue generation prospects. Over the last decade, institutional stockbroking has faced significant headwinds. Intense competition and regulatory scrutiny, as well as declining commission pools, have all contributed to the economics of this business. We have also seen a growing difference between clients' expectations of value-add versus broker compensation expectations. Investment research as a packaged service has not been commercially attractive.

LeveL ATS, an independent US Equity Alternative Trading System, is designed to facilitate efficient execution in a dark-pool environment. LeveL ATS was launched in 2006. It offers seamless trading in a stable dark pool environment. This platform minimizes market impact and information leakage. LeveL ATS, a continuous crossing US Equity Alternative Trading System(ATS), is designed to transform dark pool executions through crossing innovation. All LeveL ATS subscribers have to be U.S. Registered Broker-Dealer. LeveL ATS trades NMS securities listed to trade in 100 share loads. LeveL ATS doesn't offer the possibility to co-locate with the matching engine. However, Equinix NY is home to the LeveL ATS Matching Engine. LeveL ATS's Operating MIC Code is LEVL. LeveL also owns MIC Code EBXV.

Compliancechimp is an OSHA safety compliance management system that helps organizations achieve compliance. This includes safety training, self inspection, injury reporting, log-keeping, record-keeping, as well as other worker and site-related activities. Despite the high cost of non-compliance, most employers don’t know where compliance begins or ends. Compliancechimp unites the many requirements into one place that can be easily and consistently executed, and is reliably stored for all time. Below is a description of the Safety Compliance Model as well as our entire feature listing. To reduce the risk of work-related injury, illness, and death, provide safety training for all workers. To ensure safety, training must be tracked to each individual and renewed at regular intervals. Keep your workplace free of serious hazards. Self-inspection is a good way to do this.

FoxTrot has been providing great software for the commissions and operations departments for over 23 years. Our mission is to simplify every aspect of the commissions team. This includes replacing Excel with simple statement imports, robust daily blotters, payroll calculations, and streaming broker statements. Because we understand your language, we love broker-dealers of all sizes. We are proud of our warm partnership approach. Our forward-thinking, growth-oriented software can be scaled easily to grow with your business without the need for additional employees. We have developed a "Yes!" approach to solving problems by working closely with our clients. We have a "Yes!" approach to finding solutions. The result is a robust system that can handle almost any type of commission while still providing a solid foundation for daily functions.

New bid processes offer transparency and do not expose your bid. Set your limit. You can see where you are in real-time. You can choose from B/W's or offerings. You can remain anonymous and only deal with one counter-party. Straight-through processing with a low commission. Allow bidders to see where they stand and make a new bid. Online access to bid history allows bidders and eliminates the need to follow-up with you. Axis Trading Solutions, Inc. owns and operates the MuniAxis ATS technology platform. RBC Capital Markets, LLC acts as the sponsoring broker-dealer for the MuniAxis ATS. They also clear and settle each trade on the ATS. To learn more about Muni bond trading, click "sign up" or call us. Straight through processing: New bid process, new clearing agent, new commission schedule.

Descartes Visual Compliance offers a variety of solutions that cover all aspects of export compliance. This includes OFAC compliance, restricted and denied party screening, export classification, automation, OFAC compliance, export classification and more. Descartes Visual Compliance is used by companies of all sizes and in all industries. It provides compliance for tomorrow, now. It doesn't need to be difficult to achieve compliance with financial, export and import regulations. Reduce risk by obtaining information about your clients, customers, and any other third parties with which you do business. Below are just a few examples from the wide range of products that Descartes Visual Compliance offers to help you fulfill your export, trade, and financial (OFAC). Integrated screening is the next step in managing export compliance requirements for organizations that want to reduce the time spent on restricted parties screening.

Sign In Compliance simplifies and automates administrative and data-intensive tasks that are high in volume. A system that is tailored to your needs will help you increase efficiency in your organization. Consolidate your record-keeping and workflow management in one place. Real-time analytics provide your security compliance team the data needed to make better decisions. Automated workflows can increase organizational efficiency and save time from the top. Create your own processes to meet the needs of your organization. Create forms that can be signed by employees using legally binding digital signatures. Sign In Compliance guides employees through foreign travel reports, briefs and debriefs. Email notifications and automatic reminders are sent.

Securrency powers global digital asset marketplaces through compliance-aware tokenization, account management, liquidity settlement, analytics and reporting. This is for asset issuers and brokers, exchanges and banks. Our institutional-grade, blockchain-based capital markets platform was designed with a unique and patented compliance aware token framework. It meets the high performance, liquidity and regulatory requirements of leading financial institutions. Securrency’s capital markets platform allows you to tokenize any asset using the most comprehensive and patented compliance technology in the industry. This will increase investor access and unlock the value digital assets. Asset managers, banks and broker-dealers can accelerate their adoption of digital assets by tokenizing them in a compliant manner. Digital assets enabled by blockchain are the future of public markets. They will bring greater efficiency and automate compliance.

SMART Human Resource Management Software tracks employee information, training and OSHA compliance records. It is the ideal human resource management software solution for small businesses. Human resource management software was difficult to implement, expensive and too expensive for most small- to medium-sized businesses. These systems are not able to meet the OSHA recordkeeping and employee training requirements of many companies. SMART Human Resource Software is an affordable, simple-to-use software solution that gives Human Resource, Training, and Compliance Managers quick access to all their human resource records, training records, and compliance information.

According to AMR Research, the parts divisions of major manufacturers can account for up to 50% of company profitability as well as 25% of turnover. No matter how big or small your company is, optimizing sales and reducing costs can be achieved by ensuring efficient parts aftermarket. You will see a tangible return on your investment. Epitomy Publisher provides a web-based, customizable solution for complex capital goods manufacturers and dealers. It offers both technical product support and online sales capabilities. Epitomy Publisher offers both global internet access and the extensive catalogue functionality needed to deliver highly technical mechanical parts. These features are combined with a highly graphic 3D user interface to create a powerful brand and sales channel for clients. All of which can be integrated into your business ERP system.

Hanzo Ediscovery & Compliance solutions empower compliance and legal teams to make the most of unstructured data. Collect and archive dynamic websites and work apps such as Gsuite & Slack. We can preserve it for you if you can see it. Book a demo today! Hanzo is solving the biggest problem in above-board compliance today: contextual investigation, capture, preservation, and preservation dynamic web content. You can use one platform to get the tools you need for team messaging data, social media engagement and interactive web content capture and preservation. Then, you can reproduce it in a legally-defensible native format, for review and analysis. Hanzo is available to government agencies, top law firms, and enterprises around the world. Technology that compliance and ediscovery teams can rely on to handle tomorrow's most challenging data problems.

Producing compliance reports can help you save time and stress. Compiling compliance reports can be very stressful for employees. It is tedious and complex. Electronic documents can be saved as backups and can be quickly retrieved. You can also establish links with your physical filing. Archive One allows users to quickly and easily find documents thanks to its ability create custom indices. The more keywords you create, the more relevant documents you will see. This allows users to spend more time on strategic work. Administrators can track who has accessed the system and which documents have been accessed, allowing them to monitor and secure confidential information. The Digital Room all in one service can help your company avoid penalties and reduce recordkeeping compliance costs by up to 25%-40% The Digital Room service is for large businesses that generate high volumes of paper records each day.

InstantGMP™, which replaces multiple software and/or paper-based solutions for managing your manufacturing and compliance needs, could be the key to unlocking your business's full potential. With a single, affordable software solution, you can easily increase production uptime, improve batch quality, and meet all FDA compliance requirements. InstantGMP™, which can be used individually or together depending on your business needs, delivers comprehensive, integrated software solutions that ensure quality, consistency, and GMP compliance. We will help you choose the right solution for your business today and tomorrow. You can organize, manage, and document batches electronically while promoting good manufacturing practices. Inventory Management Software that meets Part 11 requirements and GMP requirements. A complete quality system with templates, SOPs and guided workflows that is ideal for virtual biotech.

Sonata Bravura's market leading wealth management solution is built on next-generation technology. It is backed by global success and proven to help you bring your wealth administration into tomorrow. Sonata is a market leader in wealth management solutions that streamlines the administration and management of all wealth management products. Sonata is highly configurable and scalable. It supports your current and future business needs by providing a single, customer-centric solution. This simplifies product administration, supports innovation, compliance, and enhances the customer experience. Your business can create a platform that is focused on customer outcomes and business growth by consolidating its systems into one system. Bravura's Sonata platform, which is backed by over 30 years of expertise, gives you the most complete and functionally-rich wealth-management software solution on the market.

Confidently collect, manage, & take action on client and reference data that power your conflict, risk, compliance management requirements. Kingland is an industry expert with over 35 years of experience. We have solved many industry problems in the data and technology industries. Our solutions are used by more than 1,800 broker dealers and 300 asset managers as well as hundreds of thousands of market participants. Kingland was chosen by FINRA CAT to deliver the Customer and Account Information System part of the Consolidated Audit Trail because of its foundation in client data. We developed, built, and now operate the most important Legal Entity Identifier utility (LEI) for DTCC. The Kingland Data Platform provides critical reference data solutions to the US mutual fund industry as well as various top-tier institutions' regulatory reporting and risk data. Modules that provide support for tactical projects and large-scale transformation programs.

Our system can be used properly to eliminate the following: long-term record-keeping, costly accounting services, purchasing business forms, sales tax reports, and long-process record-keeping. Our system automates everything, from automatic data feeds to multiple sites & automatic inventory integration via social media. Our system can automate your business' daily tasks, reducing the need for human labor. You can increase your productivity and income to start or continue developing new business stages.

OvernightScribe is the best self-service medical transcription platform. Highlights include an intuitive dictation app for iOS and Android, embeddable widget, API level access to, multi-format file export, excellent support, and a high quality service. Since 2002, OvernightScribe has provided outstanding medical transcription services to physicians across the country. Use App to record and upload dictations. The next business day, you can access transcribed notes via App or Website. Access the App or Website to edit, sign-off and print. It's easy to switch to OvernightScribe for single or group practice. Affordable Pay-As You-Go plans. Role-based users are available for staff and providers. Signatures and letterheads can be customized. Mobile App dictation. Plans are based on features, storage duration, and dictation options. Widget to access notes directly from your internal systems.

One platform, multiple possibilities. We are the perfect tool to manage, control and maximize the value your financial portfolios. This tool is designed to optimize the management of your financial products portfolio. It includes accounts receivable financing and purchase order financing. Credit portfolio, foreign trade, credit portfolio financing, and many other options. You can control the entire operation and identify opportunities to grow your financial business. The tools section provides quick options to help you manage your daily tasks and activities. Email communication for employees, brokers and shareholders. Access from any device quickly and easily Chat with the technical support team and get assistance in different areas. Customizable dashboard per user. Integration of accounting and operations. Reports and indicators that can be customized and visualized. Fintrade is a secure and comprehensive software that optimizes the management of your financial operations. Multiple funds management.

BridgeLogiQ's flexible design makes it possible to manage even the most complicated processes. Administrators will be able modify workflows, reroute objects and redistribute tasks quickly. A Business Process Management system that is flexible and adaptable to changing markets is essential. Feith Platform is the core of everything we do: powerful, flexible, and versatile BPM and Document Management software. The platform can provide the workflow and object management tools that your organization requires to manage workflow, user input, and records across legacy and line of business systems. Even the most complicated and complex organizational processes can be simplified by the platform. Streamlined workflows increase productivity and reduce costs for the enterprise.

Astrella’s cap table software allows you to create and manage cap tables with ease. Our solution uses artificial intelligent and blockchain technology to automate administrative processes, while maintaining complete transparency and control. This intuitive system saves you time so that you can focus on your business's success and growth. Managing equity can be a costly part of doing business but it can also be a source of growth for your business. Astrella's equity management platform allows companies to maintain the most accurate view of their equity, whether they are startups, employee-owned businesses or publicly traded businesses. Astrella helps these companies, no matter where they are on their ownership journey, understand their value, prepare their IPO and use equity to attract top talent.

Rosetta is a digital asset management and preservation system that works for libraries, archives and museums. Rosetta allows for the safe and secure collection and management of all digital information. This ensures its preservation for future generations. Rosetta can be used in two ways: on-premise enterprise or fully hosted on Ex Libris secure Cloud. Reduce duplication and administration, and ensure data consistency. Rosetta consolidates siloed DAM operations and preservation operations into one unified solution. To meet your current and future business needs, you can define your own rules and workflows. Rosetta's business logic engine allows for flexible and advanced configuration options. Rosetta is an open platform. Rosetta's rich APIs, plug-ins, and open interfaces allow you to extend Rosetta's core functionality and integrate with third party solutions and tools.

With the COVID Pandemic, Work from Home (WFH), has become a new reality. Organizations need staff who can work from anywhere they are in order to keep running, serve clients, and monitor risks. GRACE is here for you. La Meer's cloud-based GRACE platform (governance risk and compliance for enterprises) is a web-based platform that allows for industry-specific solutions. It was developed by financial market experts to meet financial market regulations in banks and broker-dealers. Organizations and staff can offer seamless client service, complete oversight, risk management, and assurance from anywhere they are using the cloud-based GRACE suite. Our clients can implement and pay for only the modules or functionality that they require through the modular GRACE platform.

Digitally managed, award-winning, modular Policy Administration System that supports personal and commercial lines from acquisition, billing, claim, renewal, and claims. The low-code pricing and product configuration engine reduces delays and simplifies new product introduction. Make use of the power of cloud computing to benefit from the latest data security, compliance, and system resilience. API orchestration connects multiple systems into one, valuable ecosystem. This allows third-party applications to run at high speed. A digital solution that integrates all channels, including agent, broker, and direct to consumer. Transforming information and data into actionable insights, and a system for record to support your business's growth.

We can help with any type of share restructure, purchase or reduction of share capital, as well as more complicated procedures like Company Restorations and Share For Share Exchanges. Our FirstOrder Secretarial system was created to allow you to manage all registered companies. We offer a complete and comprehensive company formation service in 24 hours (usually 3-4hrs). Our bespoke Company Formation system FIRST orDER allows companies to be formed electronically. We can either use the client's Shareholder and Director details, or our Nominee Director service. You can also purchase readymade companies. Our Corporate Law unit offers a wide range of post-incorporation services to accountants and solicitors. We offer all types of share restructures, purchase and reduction of capital, as well as more complex procedures like Company Restorations or Share for Share Exchanges.

Are you tired of logging in to four different brokers to track your pnl. Our system consolidates all of your portfolio positions on one screen. Use watchlists to track your favorite assets. You can forget about your cumbersome trading spreadsheet. You can log all your trading events, emotions, behaviors and more with a full WYSIWYG HTML editor. You can set account goals, adjust your commissions, custom fees and adjustments, and take full control over your trading business. Find financial information, earnings dates, charts, and company profiles from over 20 global exchanges. Tag your trades with your strategies to find the most/worst profitable strategies. You can also view metrics for any trading strategy. Trading intelligence that will help you become more consistent and effective. You can view your trading results in a stunningly gorgeous way. This will give you the confidence to either size up or slow down.