Best Phoenix Systems Alternatives in 2024
Find the top alternatives to Phoenix Systems currently available. Compare ratings, reviews, pricing, and features of Phoenix Systems alternatives in 2024. Slashdot lists the best Phoenix Systems alternatives on the market that offer competing products that are similar to Phoenix Systems. Sort through Phoenix Systems alternatives below to make the best choice for your needs
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AlternativeSoft
AlternativeSoft
19 RatingsSince its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv. Users can quickly: - Navigate manager risk/return with over 3000 statistics on funds - Define your funds' investible universe with powerful screening solutions - Track and analyse fund exposures - Construct, optimise and manage portfolios - Perform due diligence on hedge funds - Reporting on funds with powerBI or Excel API - 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds. -
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Plaid
Plaid
98 RatingsPlaid 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. -
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phoenixNAP
phoenixNAP
5 RatingsAs a global IaaS solutions provider, phoenixNAP helps organizations of different sizes meet their IT performance, security, and scalability needs. Delivered from strategic edge locations in the U.S., Europe, Asia-Pacific, and Latin America, phoenixNAP's solutions are globally available, enabling businesses reach their target locales. Its colocation, HaaS, private and hybrid cloud, backup, disaster recovery, and security services are available on an opex-friendly model, providing flexibility and cost-efficiency. Based on world-class technologies, they provide redundancy, security, and advanced connectivity. Companies of all verticals and sizes can leverage phoenixNAP infrastructure for their evolving IT requirements at any stage of growth. -
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FYNXT
FYNXT
FYNXT was founded in 2015. It is a fintech company that offers a low-code, modular platform for multiasset brokers as well as integrated services to banks, brokers and fintech companies. ISMS-certified organization registered as an accredited FINTECH with the Monetary Authority of Singapore. FYNXT's low code platform provides multi-asset broker with a purpose-built digital back office. It features simple drag-and drop options for adding and removing modules and configurations based upon business and regulatory requirements. The platform supports true multiassets (FXCFD's and crypto's as well as F&O equities and mutual funds). It supports a wide range regulatory requirements and is unique in its laser-focused focus on user experience. It provides tools to optimize client, partner, internal, sales, marketing, and other operations. -
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Finnworlds
Finnworlds
$99 per monthFinnworlds is a financial data vendor that provides real-time and historical data. They aim to create user-friendly APIs that can be integrated in many programming languages (JSON. Scala. PHP. Java. Java. C#. Rust. Strest. Ruby. Access to cutting-edge databases. These state-of-the-art tools are key data delivery methods for the local (US), and global coverage of financial and company data. Finnworlds has a range of data products. These include general company information, financial statements, including cash flow and income statements, SEC filings and 70+ financial ratios. There are also 100+ stock technical indicators. Analyst ratings, analyst ratings, ETFs and mutual funds. Stock identifiers, macro trends and stock search trends are all available. Data users come from many backgrounds, including universities, freelance developers and quantity investment firms, financial institutions as well as research firms. They also include professionals or novices in trading, investing, consulting, and other industries. -
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DFIN Arc Suite
Donnelley Financial Solutions
DFIN, the leading global provider of risk and compliance solutions, is the only company that offers regulatory, reporting and legal solutions, as well as filing and distribution solutions, through a single integrated financial compliance management platform. We offer the financial industry the experience and expertise that comes with being a market leader. Arc Suite's financial regulatory compliance software allows you to meet the challenges of a constantly changing regulatory environment. The platform supports a full spectrum of data and multilingual content. It also meets compliance needs. Arc Suite was developed by experts in mutual funds and product technology, to meet the reporting requirements of the SEC, OSC and ESMA. Arc Suite's regulatory management software supports front, middle and rear office operations using cloud-based proprietary tools. -
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Broadridge Risk Master
Broadridge
Risk Master assists mutual funds and ETF providers to manage credit and market exposure across all asset classes and investment strategies. Users can run historical scenario analysis, calculate VaR, and apply portfolio stress factors to provide comprehensive risk reporting. Our cloud-based risk management software integrates with our portfolio management (PMS), order management (OMS), and portfolio management (PMS), all in one application. Your approach to risk exposure can be consolidated. Our specialists and representatives are available to provide the solutions you require to grow your business. Our data-driven solutions and expertise will help you stay focused on your core business and meet regulatory requirements. Broadridge's platform is used by asset managers. Broadridge, a global Fintech leader $5 billion in revenue, provides the critical infrastructure for investing, corporate governance, and communications to enable better financial life. -
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Tradefeeds
Tradefeeds
$99/month Tradefeeds, a financial service software company, provides historical and real-time financial and alternative data for more than 7000 publicly traded companies in America. Our product portfolio includes company information, SEC filings and financial statements of companies, technical indicators, ETF holdings and mutual funds, stock identification, analyst ratings and macro data. Tradefeeds Financial Database data retrieval can be requested in a variety of formats. These include JSON REST API, downloadable CVS or Excel files. Our developer-friendly API is available for Javascript, JQuery and VueJS as well as Python, Java, Ruby, C# and R. No matter what format you choose, you can access data immediately. Our customer base includes fintechs, financial institutions and traders as well as universities, developers, and investors. -
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PackHedge™
FinLab Solutions SA
$5,000 per year 3 RatingsPackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data. -
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Concourse Financial Software Suite
Baldwin Hackett & Meeks
Concourse is a powerful back office software solution that allows for electronic payments, such as credit card, debit cards, ATMs, POS and mobile transactions. Concourse - Core module contains many of the features that make Concourse a preferred choice for financial services companies. These core features can be leveraged across all modules of the Concourse Financial Software Suite. Concourse – Extended Settlement is a well-known software solution that facilitates electronic payment transactions, such as credit card, debit cards, ATMs, POS and mobile. Its rules-based engine combined with continuous processing architecture make it one of the most flexible, reliable, cost-effective and cost-effective settlement processing options for electronic payments. -
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Phoenix CAD
ProPhoenix
$100000.00/one-time/ user Phoenix CAD was designed with dispatchers in mind. It can be scaled for any size agency: single juris or multi-juris, multiple-agency, or multi-site. Phoenix CAD can manage your calls for service for Law Enforcement and Fire, EMS, OEM/DPW, and EMS. Our software has call entry and dispatch functions that allow responders to be able to quickly access all the critical information they need. This software interfaces to all E911 systems, allowing for automatic entry of ANI/ALI information on the call-taking screen. -
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InvestSuite
InvestSuite
We believe that traditional financial institutions and fintechs can work together to mutual advantage. Both have strengths and aspirations that complement each other, so it is worth forming partnerships. Offering a variety of digital investment products allows you to cross-sell to existing clients as well as access new client segments. But, the process of developing new investment solutions can be time-consuming and costly, especially when there is high regulatory complexity and fee pressure. Brokers have struggled to launch innovative products that will spur new growth. Wealth managers are proud to be able to use their existing investment strategy and expertise. However, costs and margins are being squeezed to the limit. This is why it is becoming a challenge for the entire industry to transform and modernize business models in order to remain profitable. -
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Shieldpay
Shieldpay
You can trust us to complete your transactions. Shieldpay offers transparent and simple payment solutions in the legal, financial, and professional services sectors. We manage customer transactions, payment processing, and customer due diligence through an easy-to use platform that has a team of experts available to help. Outsourcing client account functions can improve operational efficiency, reduce risk, and lower administrative costs. Our flexible, standard solution allows you to set up a secure escrow account within 48 hours. It can be used for any type of deal. Strategies to address unique aspects of each deal and to settle payments to shareholders in multiple jurisdictions. Demonstrate security to cover costs, ring-fenced contested money pending class actions, or for the handling settlement funds. To ensure that construction projects are completed on time and within budget, administer contract payments and award milestone payment. -
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Firstrade
Firstrade
Online trading is subject to inherent risk due the system response time and access times that can vary due to market conditions and system performance. Before trading, an investor must be aware of these and other risks. Before you invest, make sure to carefully consider your investment objectives, risks, charges, and expenses. All investments are subject to risk. Losses may exceed the principal invested. Past performance of any security, financial product, market, industry, or sector is not indicative of future results. Firstrade is a discount broker. It provides brokerage services to self-directed investors. Firstrade does not make investment, financial, legal, or tax recommendations. There is no annual fee, set-up fee or maintenance fee. You can trade stocks, options, and mutual funds without commissions in your IRA. You can manage your account using our customizable trading platforms. You can trade from your desktop, iPad, or mobile phone. -
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Ellipsis Labs Phoenix
Ellipsis Labs
Building the liquidity foundation of DeFi. High-throughput blockchains have allowed the creation of new financial fundamentals. Ellipsis Labs has built Phoenix, a fully on-chain decentralized limit orderbook on Solana. It is non-custodial and crankless. A composable liquidity hub is an important public good that all DeFi users can benefit from. Developers can create other on-chain apps that either draw liquidity from or post liquidity to the canonical source of liquidity. AMMs rely on unsustainable incentives for liquidity or force retail LPs into losing money consistently. Solana DEXs are able to support active liquidity provisioning due to their high throughput, quick blocks, and low fees. This allows professional market makers to provide deeper and tighter liquidity while remaining profitable and sustainable. Phoenix offers instant settlement. Phoenix does not require an asynchronous clock to settle trades, unlike existing order books on Solana. -
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EOD Historical Data
EOD Historical Data
$19.99EOD Historical Data, a leading provider of financial data based in Lyon France. We offer APIs for End-of-Day Historic Stock Market Data, Real-Time Data through WebSockets and Fundamental Data for Stocks ETFs Mutual Funds Indices and many other data feeds. Our global data coverage is provided by 70+ stock exchanges. We offer developer-friendly, accurate and reliable data solutions. 30+ years of data. We compare data from different sources to find the best data. All the financial data you need in one click. Quick start with sample code for Excel/VBA Google Sheets, Python PHP JAVA C# R Matlab and more. -
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JustiFi
JustiFi
Traditional payment processors take the majority of the profits from funds flowing through your platform. However, legacy architecture can reduce the value of your company. This is not true. We provide embedded and payment solutions that increase the potential of vertical SaaS platforms. You can enable sub-account architecture to control your processing costs and allow you to manage them from the beginning. Keep 100+ basis points of your keep with a team and tech that are obsessed about your opportunity. Give your customers the financial tools they require to grow and reach 200+ basis points of the keep. To activate your customers and maximize embedded fintech usage, execute the go-to market strategy. To be in the payments game, you will need to have the right sub-account architecture as well as below-market-rate pricing. It takes more to win. You can win the payments game with JustiFi's embedded fintech platform and our team of strategic payments experts. -
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Bitbond
Bitbond
Bitbond uses blockchain technology and tokenization to dramatically improve the issuance, settlement, and custody of financial instruments. Our white label solution digitizes and streamlines the bond issuance process for banks and intermediaries such as brokers and real estate platforms. You will have a competitive advantage for your clients by using our white label solution. There are fewer intermediaries and virtually no settlement risk. Additionally, tokenized securities comply with regulatory requirements. Our technology allows corporations, governments, and growth companies to raise capital independently. Access a global network of institutional and retail investors at lower capital costs. You can manage payments and compliance through one platform. Our network of legal advisors, distribution partners, and exchanges will help you to make your payments easier. Tokenized bonds help reduce complexity and costs for operators and issuers in mutual funds, alternative investment fund and other securitization schemes. -
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Arize Phoenix
Arize AI
FreePhoenix is a free, open-source library for observability. It was designed to be used for experimentation, evaluation and troubleshooting. It allows AI engineers to visualize their data quickly, evaluate performance, track issues, and export the data to improve. Phoenix was built by Arize AI and a group of core contributors. Arize AI is the company behind AI Observability Platform, an industry-leading AI platform. Phoenix uses OpenTelemetry, OpenInference, and other instrumentation. The main Phoenix package arize-phoenix. We offer a variety of helper packages to suit specific use cases. Our semantic layer adds LLM telemetry into OpenTelemetry. Automatically instrumenting popular package. Phoenix's open source library supports tracing AI applications via manual instrumentation, or through integrations LlamaIndex Langchain OpenAI and others. LLM tracing records requests' paths as they propagate across multiple steps or components in an LLM application. -
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Phoenix
ITB Technologies
Phoenix is the industry's best end-to-end product (ERP), for travel agencies and travel management businesses. Phoenix has fifteen international and domestic suppliers integrated into it. It is plug-and-play. Phoenix provides a solution that caters to all needs of travel management companies. It eliminates problems or provides insight to customers through extensive reporting and business intelligence. -
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PCS Fund Management
Professional Computer Services
PCS Fund Management is a multi-company, multi-fund, multi-lingual, fully integrated software platform. It streamlines fund management companies' business processes and requirements, driving operational costs down and reducing risk. The system supports daily evaluation of more that 1200 Umbrella Funds and Mutual Fund Classes, Institutional Funds and Discretionary Funds. It currently supports the evaluation of more then EUR10 billion in NAV under management in many countries. It ensures best practice covering all business expectations, meeting local regulatory needs, and discovering new business opportunities to the Funds Administrator. -
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BANC Mall
SS&C Technologies
SS&C Technologies Holdings (NASDAQ : SSNC), is the world's largest hedge funds and private equity administrator. It also serves as the largest mutual fund transfer agent. SS&C's unique business model combines financial services operations expertise with software and solutions to serve even the most demanding customers in healthcare and financial services. Banks and credit unions require high-quality information in order to support credit decision-making processes and reporting. BANC Mall, a web-based tool, provides access to current and accurate credit reports, vehicle and house valuations, flood reports and other relevant data. BANC Mall information will allow you to conduct accurate risk assessments and make better, more profitable credit decisions. You can do all of this through one web portal without having to pay high monthly minimums, subscription fees, or for reports directly from credit bureaus and data providers. -
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BnkToTheFuture
BnkToTheFuture
Diversify into companies that launch tokens to retain long-term shareholder value. Become a shareholder of some of the largest FinTech & Crypto companies. You can hedge your exposure to traditional finance and invest in the disruption potential of a multi-trillion-dollar traditional finance industry. Start small and expand your portfolio. Access to the FinTech and Crypto companies that are normally reserved for Silicon Valley venture capitalists. You can benefit from our community's high-level due diligence and expert knowledge of FinTech and Crypto investment deals without the burden of admin, time and costs. We are the largest online investment community for professional investors. Investing in financial technology and innovation. We integrate with over 35 currencies and cryptos to make it easy to invest in your preferred currency or local currency. -
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Stellar iPhi
Stellar Technology Solutions
Comprehensive Software as a Service (SaaS), which provides donor, grantee and gift / grant transaction functionality, as well as financial and investment subaccounting functionality. Optional, secure, and dynamic constituent logins provide real-time data to donors, advisors and client administrators, scholars and board / committee members, as well as providing secure, reliable, and dynamic logins. You can empower your donors with a world-leading, first-class donor advised fund platform and/or offer private labeled DAF solutions for other organizations. Stellar staff services are available at optional levels to enhance operations and reduce administrative burden. Daily investment pricing / unitization, subaccounting statements and consolidated client level statements are provided to your foundation and/or diversified subaccounting clients. Software as a Service (SaaS) is a real-time enterprise solution that offers seamless hosting, frequent updates, and dedicated account managers. -
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Motilal Oswal
Motilal Oswal
Motilal Oswal Financial Services Ltd. was established in 1987 as a small sub-broking company. We have grown to over 8500 members thanks to our customer-first approach, transparent and ethical business practices, professionalism, research-based value investment, and the implementation of cutting-edge tech. We are a multi-faceted financial services company that offers a wide range of financial products and services, including private wealth management, retail brokerage and distribution, institutional brokerking, asset management and investment banking, private equity and commodity broking, currency trading, and home finance. Our client base includes high net worth individuals, mutual funds, foreign institutional investors and financial institutions as well as corporate clients. Research is the foundation upon which MOFSL advice is built. -
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Salerio
corfinancial
Software used worldwide by major asset managers, hedge funds, and outsource administrators to reduce operational risk and streamline post-trade processing. Post-execution trade processing system that combines matching & confirmation, settlement instructions processing, and failed trade management into one solution to meet T+1 settlement requirements. Salerio is a modular, multiasset class, settlements platform that can be used by global investment managers and hedge fund managers. It allows asset owners, sovereign wealth managements, outsourced service providers (TPAs), to concentrate on what really matters: getting trades confirmed and processed. Reduce operational, counterparty, settlement risk by removing the need for a trail of communications via email or phone. Our exception management hub offers trade matching, confirmation, settlement messaging and settlement tracking. We also offer failed trade management for securities. -
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Deloitte Cascade Suite
Deloitte
Cascade Suite is the right choice for fund administrators looking for greater control and precision across funds using scalable private equity software. Asset managers are also looking for a cost-effective reporting solution to deal-by-deal waterfall calculations. Investors and regulators will enjoy greater transparency and control. Automated complex allocations, calculations and calculations. Reduced operating expenses. These are just some of the many benefits that Cascade Suite offers. This powerful, flexible proprietary private equity software offers a scalable and efficient solution to your alternative investment infrastructure. Supports private equity, venture capital, mutual funds, hedge funds, mutual fund, and managed accounts. -
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SYNDi Investment Ledger
SYNDi
Software that can manage multiple investments, such as stocks and mutual funds, should be able handle them all. We discuss all the factors you should consider when choosing an investment management program that is right for you. SYNDi Investment Ledger allows you to purchase and sell stocks, bonds, fixed deposits, and short-term notes in your investment portfolio. A G/L account is typically set up for each security if you have investment history in the general leadger. Sub-accounts are often used to extend the account to the partner level for tracking purposes. The result is that the chart of accounts spirals out of control. SYNDi Investment Ledger solves this problem by keeping individual transactions and passing a simple journal entry into the General Ledger. SYNDi Investment Ledger allows you to set up only one or two asset accounts for investments, and all history is kept within the sub-ledger. -
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Financial Modeling Prep
Financial Modeling Prep
$14 per month 12 RatingsWe are a free stock API | historical data API | financial statements API. We update our financial statements in real time, every statements is audited, standardized, and up to date. We cover NYSE and NASDAQ, AMEX. EURONEX. TSX. INDEXES. ETFs. MUTUAL FUNDS. FOREX. CRYPTO. -
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HDFC securities
HDFC securities
We are India's leading stock broker and a subsidiary to HDFC Bank, a well-respected private sector bank. There are many reasons to choose our services. We are committed to your financial goals and requirements. We simplify investing and offer a 360-degree overview of financial planning options that will suit your future goals. We offer a range of products and services that cover various asset classes such as equity, real estate, debt, and gold. We have a product to suit your investment needs, whether it is stocks, derivatives or mutual funds, fixed deposit, NCDs and insurance, bonds, or currency derivatives. Trades can be made online, via mobile, by telephone, or at any of our branches. These platforms make trading easy and seamless. You don't need to issue cheques, or send delivery instructions. -
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ICICIdirect
ICICIdirect
ICICIdirect, India's largest retail broker and financial product distributor, is trusted by more than 50+lac customers. With 170+ branches in India, it has over two decades of experience. ICICIdirect.com is revolutionizing online investing. This online trading platform allows for easy and seamless electronic trading. ICICIdirect offers more 50 products and services such as equity, mutual funds derivatives, futures currency, commodity, insurance, IPOs corporate fixed deposits loans, loans, NPS wealth management, corporate services NRI services portfolio management services, global financial learning, tax services, and global investment. All you need to reach your investment goals. ICICIdirect's unique research desk is what sets it apart. It offers a variety of research-based products that can be tailored to your needs over different time horizons. -
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MIPISE
MIPISE
Mipise, a fintech, legaltech and regtech company, specializes in the development white label solutions for digitization of financial transactions and the collaborative economy. Technological solutions for digitization of financial transactions and the collaborative economy. Simplify the subscription process with a regulatory-compliant, paperless workflow tool. Activate and federate your crowdfunding community around donation, loan, royalties or equity. A modular software suite will revolutionize the management of unlisted securities, shareholding, and other financial assets. Engage your community in projects, ideas, and challenges. Complete your crowdfunding request. Mipise is the technology and consulting partner of choice for tomorrow's financial players. The vision of a finance that reinvents itsself is at the heart of Mipise's project. We believe in technologies that can change the way people relate. -
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PreIPO
PreIPO
PreIPO®, a global fintech brand, is innovative. This disruptive platform for private equity is designed to maximize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries, issuers, and issuers. PreIPO is a hub that allows Investors (accredited buyers & qualified purchasers, both on-shore & off-shore/family office), to view and seamlessly transact in preIPO deals. We work with financial service industry professionals, such as investment bankers and broker-dealers, private capital, hedge funds, venture capital, and private equity to list their offerings. PreIPO platform provides cutting-edge technology, proprietary tools and insights that optimize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries and issuers. -
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Charles Schwab
Charles Schwab
2 RatingsSchwab support makes it easy to trade and manage your investments. Trade options, bonds, stocks, options, mutual funds, ETFs and other financial products. To manage your account, you can use Schwab.com or the Schwab mobile app4. Online tools are available to screen, evaluate, plan, and more. Contact our financial professionals at any time. You can also get local support at a nearby branch. You can trade with our software, web, and mobile platforms. You can improve your trading skills or learn new ones. You can access a group of professionals who share your passion and interest in trading. You can quickly check your portfolio balance, holdings, and statements using your finger, face ID, or preset passcode. Snap a few photos to deposit checks into Schwab Bank, Schwab brokerage or IRA accounts. A quick view of your positions. Trade stocks, ETFs and mutual funds. -
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VISE
Vise
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. -
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Kalp Studio
Kalp Studio
$19/month Kalp Studio is a leading blockchain infrastructure platform that powers millions of users around the world. We offer enterprise Blockchain solutions for various industries such as Supply Chain, Hospitality Fintech, Media & Entertainment, etc. We also specialize in developing white label crypto exchanges and help reduce costs, complexity, and time to develop. Our expertise in blockchain technology allows us to assist clients in developing robust strategies for asset tokenization, integration, and regulatory compliance. Kalp Studio partners will receive special discounts and incentives based upon the number of Smart Contracts they deploy. This model incentivizes partners to drive business and deploy innovative Blockchain solutions, resulting in mutually beneficial outcomes. -
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ProPhoenix Law RMS
ProPhoenix
ProPhoenix RMS Software Software comes with an all-inclusive site licence that allows you to customize the modules you require and gives you unlimited access for unlimited users. Native technology is 100% browser-based. ProPhoenix Law RMS is built on the Net framework. This allows you to experience a new level in integration. You can access your RMS from any location, at any time. Phoenix Key Global Information Sharing (KGIS), which allows Phoenix users to share data via secure internet connections to a central location without duplicating data, is available to all Phoenix users. KGIS adopts the Global Justice XML standard. KGIS currently has all vehicle and name information, including mug shots, and jurisdictional activity for each individual or vehicle. -
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Lendable
Lendable
Technology and financial services to create a more inclusive world Lendable provides capital for emerging and frontier market fintech businesses and offers technology, asset management, advisory services, and advice to leading investors. Connecting investors with fintech through technology, capital solutions, as well as services. Maestro, our proprietary risk technology platform, provides full-service underwriting, risk management, and reporting. Maestro features include core banking APIs and payment gateway integrations. Verification technology is also available. A proprietary database of loans for benchmarking and BI dashboards are some other Maestro features. It was our first venture as a risk management company. Closed-ended funds, open-ended funds and local currency channeling are all possible. Bonds (coming soon) Fintech, balance sheet debt to an existing business. SPVs for business growth, local currency advisory. -
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infrasofttech
infrasofttech
InfrasoftTech, a leading FinTech digital solution provider for the financial and banking sector, is InfrasoftTech. We are currently serving over 450+ global companies in 50+ countries through our global presence and partner network. Our operations are spread across the UK, South East Asia and Africa as well as the Middle East, North America, and South East Asia. We help businesses transform by providing them with advanced digital-based solutions as well as new technologies like Artificial Intelligence (RPA), Big Data analytics, and other cutting-edge technologies. We offer a wide variety of digital-based solutions in the ever-evolving FinTech market, including Mobile Payments and Digital Payments, Omnichannel Banking, Compliance Solution, and Mobile Payments. We are able to meet the increasing demand of banks, intermediaries and insurance companies as well as NBFCs. -
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Magnifi
Magnifi
With seven new Magnifi Managed portfolios, you can now easily invest in emerging technology. Wall Street's most prominent financial advisors and Wall Street luminaries share their insights on the latest topics on Magnifi and in the world. The world's first semantic search-powered marketplace to finance allows you to compare, find and invest. Intelligent investing is now in your hands. Magnifi brings seven new portfolios to you. These managed portfolios are built on Morningstar indexes and use thematic strategies to capture exposure to innovation themes that are changing the world. Individual investors will be able access thematic strategies with portfolio balance oversight to invest in areas like big data, robotics and health tech without the need for an ETF or mutual funds wrapper. Each managed portfolio tracks the Morningstar Index to ensure high levels of thematic purity. -
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PayToMe
PayToMe
PayToMe.co, an AI-powered platform, simplifies and automates international payments and cross-border transaction. PayToMe provides innovative financial solutions that use AI to streamline payment process. Its platform provides a wide array of services, including Payment-as-a-Service (PaaS), Banking-as-a-Service (BaaS), and Software-as-a-Service (SaaS). The company's focus is on simplifying global transactions for businesses in various sectors such as ecommerce, retail and healthcare. It partners with well known fintech companies such as Plaid and Stripe in order to enhance its services, which include secure payments gateways, accounts payable/receivable management, and expenses tracking. The company emphasizes automation, fraud prevention, and security. This makes it a great solution for businesses that want to optimize their compliance and payment processes. Fintech marketplace that simplifies global payments for businesses with secure, customizable solutions. -
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TNR Solution
SS&C Technologies
TNR Solution by SS&C GlobeOp is an integrated, comprehensive, and front-back platform for firm-wide real asset and private equity fund operations, data management, and investor reporting. You can choose to implement individual components or the entire platform depending on your requirements. TNR provides the industry's best private equity technology. It also offers a 1000+ person PE team of experts to assist with virtually all aspects of a fund's life cycle, including fund structure, investor and manager reporting, tax allocations, and partnership documents. Multi-level, complex fund structures can be supported: Manage master-feeder, blockers, holding corporations, SPVs, and AIVs. Modules for investor relations and fund raising: Track investor capital balances, correspondence preferences, and track investor capital. Comprehensive reporting through a library of standard reports and dynamic dashboards, as well as report writers. -
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Clarity Mutual Water Billing
Computer Lighthouse
$549 one-time paymentClarity is the software that has been developed, tested and approved by mutual water companies or mutual water associations. Clarity was created to be flexible and adaptable to the different ways mutual water companies conduct business. Clarity is a small to medium utility company software that simplifies water billing and utility billing. It's suitable for mutual water companies, rural water companies and mutual water associations, as well as water districts. Water billing software that is flexible enough to fit the needs of mutual water companies and other businesses will be a great choice. Clarity can be configured so that you can charge sales tax and sewer fees based on the water used. Clarity was designed to be flexible enough to meet the needs of diverse industries at an affordable price. Bookkeepers will be able to manage utility billing for multiple businesses. -
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Hedge Fund Solution
Global Fund Solutions
Global Fund Solutions understands the goals and needs of our Hedge Fund clients. We developed a solution that allows fund managers to concentrate on what is most important to their clients after three years of research and continuous beta testing. Users can manage client information and allocate funds while simultaneously keeping track of complex and comprehensive information about a variety of investment strategies and securities. Access and mobility are essential in today's global financial industry. Global Fund Solutions allows users to securely access their data while on the move or in the office. We can help you manage small funds or large portfolios of assets. We invite you to find out more. The Transfer Agency module is your one-stop solution for managing detailed information about specific partners. -
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Options
Options Technology
Options is on a mission transform the financial sector technology. We are not market participants, but the No. We are the No. 1 provider of IT infrastructure for global Capital Markets firms, supporting them and their ecosystems. We are proud to offer high-performance managed trading infrastructures and cloud-enabled managed service to more than 550 global firms. This provides an agile, scalable platform with an Investment Bank-grade Cybersecurity wrapper. Our clients include global investment banks, hedge funds and funds of funds, as well as brokers, dealers, private equity houses, exchanges, and private equity houses. We support these clients daily in over 20 countries. We are available at all hours of the day and can help you no matter what time it is. We have offices in eight major cities: New York, Toronto and Chicago, London, Belfast and Hong Kong, Singapore, Auckland and Singapore. This allows us to provide services both onsite as well as remotely. -
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FamilyWealthGuru
FACT Software Group
Family Wealth Guru integrates with Financials. An unrivalled integrated wealth management solution. We even create Purchase & Sales Invoices directly from the Brokers' Contract notes. Family Wealth Guru is a comprehensive Wealth Management Solution that allows you to manage your entire wealth portfolio. You can track, organize, and analyze all Asset Classes to make data-driven investments. Family Wealth Guru offers a unique integrated solution to your wealth management needs, whether you are an investor, Wealth Manager, CEO of Family Offices, or a Wealth Manager. Wealth Management is becoming more complex by the day. It covers multiple asset classes, including stocks, mutual funds, fixed deposits, bonds, properties, commodities, and many more. The world has never seen a Wealth Management Software that integrates with a solid Financial Solution. Say goodbye to duplicates and endless hours of reconciliations. -
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First Rate Vantage
First Rate Vantage
First Rate, a leader in financial technology and services for the wealth management industry, recently purchased Vantage Software to expand its market and global impact. First Rate Vantage provides private equity, venture capital and real estate advisors a single source of truth for managing a fund's life cycle and reporting on private investments. This includes deal flow management, partnership accounting and investor reporting. Click the box below to find out how Vantage can assist you! -
48
Mazlo
Mazlo
$0Mazlo, a fintech firm, specializes in tailored banking solutions designed for nonprofits and fiscal sponsoring organizations. Our mission is empower organizations to efficiently manage finances and achieve their financial goals through exceptional customer service, advanced technology and innovative banking tools. Mazlo streamlines your financial operations by offering essential banking services. It also offers donor and vendor management and simple accounting software designed for nonprofits. Mazlo's fund accounting solution creates separate bank account for each project. This ensures a clear separation between funds and compliance with regulatory requirements. This approach reduces manual work and errors, allowing organizations to focus on their missions. -
49
Appia
Info Tech
Appia is used by engineering firms and municipalities across the country to automate construction contract management, create a collaborative environment and transform data into useful information. Appia was developed over decades of collaboration with more than 40 state departments of transportation. It has standardized and automated the construction process. You can easily maintain accurate project records with an easy-to-access audit trail. Appia's intuitive interface is built on decades of user feedback and features some of the best in the industry. Quickly generate pay estimates and track your funds with fund tracking. Clear record-keeping makes it easy to resolve disputes quickly. Complex funding can be managed with fund source administration. Reduce travel time for auditors, supervisors, and inspectors. -
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Fusion Phoenix
Finastra
The majority of core banking systems are from the 1970s. This makes it difficult for them to be compatible with new technologies. The reliability and scope of new core vendors is still unknown. Consumers expect products and services that meet their constantly changing needs and wants. Fusion Phoenix is the ideal core. It is a modern core based entirely on Microsoft technology. Fusion Phoenix's open API architecture allows for easy integration with new technologies. This allows financial institutions to quickly and efficiently take advantage of emerging trends and opportunities. Fusion Phoenix is for credit unions and community banks that think about tomorrow as well as today.