Alternatives to XENTIS

Prospero by FINARTIS (formerly S.A.G.E.) offers a comprehensive suite of solutions that are specifically tailored for the financial services industry., specifically Family offices and independent asset management. Wealth management, fund administration and asset management are also included. The solution is comprehensive and covers all aspects of the financial sector's transactional, financial, processing, and reporting requirements, from the front-office to middle- and back-office.

We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements

The Fundamental Portfolio Manager (FPM), an innovative, end-to-end Investment Management Solution, utilises modern technology. It supports the Front, Middle, and Back Office needs of wealth managers, unit trusts, fund managers, mutual funds, hedges, multi-managers, pension funds, and unit trusts. Many of the top Investment companies in Southern Africa have made us their clients, with assets under management of over R1 trillion. FPM is the most technologically sophisticated end-to-end investment management platform on the market. Our ability to continuously improve FPM and adapt it to the latest international technology has made us a success in a dynamic market.

Charles River IMS is used by 30 countries' investment, wealth and alternative managers, asset-owners, and insurers to manage USD $36 Trillion worth of assets. State Street Alpha(sm) is built on Charles River's cloud-deployed front-office technology. This technology, along with State Street's back- and middle-office services, forms the foundation of State Street Alpha. Our strategic commitment to empower our customers by providing a single platform and one view of all your portfolios across public, private, and foreign markets. Charles River IMS is used by 30 countries' investment, wealth and alternative managers, asset-owners, and insurers to manage USD $36 Trillion worth of assets. Charles River's cloud-deployed front-office technology is the foundation of State Street Alpha(sm). It works in conjunction with State Street's back- and middle-office services. Charles River automates and simplifies the investment process across all asset classes, including portfolio management, risk analytics, trading, and settlement with integrated compliance.

CONSOLIDATION Centralize all your activities in one single solution while addressing your business issues – including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. AUTOMATION Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes with full-STP workflows and real-time data sharing between all your Front, Middle and Back office teams. PERFORMANCE OPTIMIZATION Steer your performance and mitigate risks thanks to decision making tools based on IBOR real-time calculation engines (simulation, ex post and ex ante market risk monitoring, performance analysis, stress tests) REGULATORY COMPLIANCE Benefit from an embedded library of pre-configured ratios to monitor your regulatory and statutory commitments in pre and post trade CUSTOMER REQUIREMENTS COMPLIANCE Take advantage of a flexible and scalable rules engine to ensure compliance with customer requirements – in terms of risk-taking, asset allocation, blacklists, etc. and automate customized reports generation for each customer

One Solution to All Your Asset Management Technology Needs. We are a financial technology and service provider that provides integrated, multi-asset classes workflow solutions to Asset Managers. Our Mission is to simplify the investment process. Our solution seamlessly integrates front, back, and middle-office solutions tailored for a wide range of financial firms, including Hedge Funds and Asset Managers, Family Offices and Prime Brokers. Nirvana allows clients to consolidate disparate data across multiple counterparties and multiple accounts, as well as multiple asset classes, all from one easy-to-use platform. Our solution also includes a back-office and middle-office service that we provide to our clients to help them manage these tasks. Asset Managers and Asset Owners are able to manage complex portfolios with one view thanks to customized dashboards and integrated compliance. This allows for confident decision making.

Smart Wealth Management technology for Banks and Custodians, Investment Advisors and Family Offices. We convert all input formats and protocols from different sources into a single standard output format. You can'reuse' our data formats to create new interfaces, which significantly reduces the time it takes to make new interfaces operational. m2Data allows financial institutions to provide secure, standardized data services for their clients with minimal operational impact. m2Wealth, one of the few system providers that has a fully operational EBICS capability, is one of them. M2 has created 'connectors" with a variety of European Custodians/Banks that have mandated EBICS to be their preferred connection protocol for daily distribution around the globe. M2 continues to work closely with financial institutions that mandate EBICS.

Enfusion is a global leader in native SaaS-based investment technology solutions and services. It enables clients to work from one source of data, from the front-office to back. Enfusion is a platform that increases agility. It offers award-winning software, managed service and analytics to over 500 investment managers and hedge fund managers from eight offices across four continents.

SS&C's Global Wealth Platform, a cloud-based, comprehensive solution, allows you to manage all aspects of your investment process on a single platform. It also leverages a single database and is available from a single provider. GWP connects your front, back and middle offices and ensures consistency across all phases of the investment process. GWP eliminates the need to integrate disparate components from different vendors for different processes. Its modular, flexible architecture makes it easy to adapt to specific workflow requirements. GWP was built from the ground up to be a cloud-based solution. It lowers overhead, reduces maintenance requirements, and simplifies upgrading.

Fund managers are often lacking the proper infrastructure and processes to scale up their businesses as the direct and private lending industries expand. Investors and regulators demand that lenders demonstrate transparency and have transparent processes. Sentry PM is a web-based solution that allows for quick, flexible and flexible loan management. It integrates seamlessly with the back-, middle-, and front-office functions.

The solution has been used by a large number of customers over the past decade. It is well-known for its extensive range of business lines and rich features. The solution covers all aspects of investment management operations, from front office features such as pre-deal analysis, real time portfolio position and cashflow tracking, profitability monitoring, deal settlements, corporate actions posting, MTM valuation, accounting, and NAV generation. FundSense - the business insight tool - makes it easier to make business decisions faster and more collaborative. Drag-and-drop makes it easy to integrate data from multiple sources. In order to make informed decisions, users can create and view interactive dashboards and data visualizations. Fund Sense provides rapid analytics and an associative user experience right from your desktop.

Vestserve can help you increase productivity, growth, innovation, and accuracy in your business. Vertserve, a fully integrated investment management and accounting system, is powerful and reliable. It provides mission-critical services for leading financial institutions. VestServe combines the back, middle and front office operations into one unified solution. This helps to improve business efficiency and performance, as well as reduce total cost of ownership. Portfolio management features include performance measurement rule/compliance modeling, breakout allocations, returns, risk analytics and scenario tool.

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.

EFADRIN is our SaaS platform for buy-side transactions. It is central to the customers' middle and front office operations. It was born out of the fact that every family office and fund manager creates and maintains a multitude of Excel spreadsheets. These spreadsheets are often downloaded from other systems, modified, and then linked to real-time data feeds using market vendor add-ins. EFADRIN can automate these spreadsheets for you. We integrate directly to your prime broker, collecting custody and trade data, and then reconcile it to your fund administrator on either a daily basis or more frequently. We can use this data to create a shadow PMS, which allows us to help you track your ideas, target prices, analyze and manage your risk better, optimize your portfolio, and optimize your portfolio for greater performance.

Our integrated platform serves the top asset managers, insurance companies and pension funds, hedge funds, family offices and sovereign wealth funds around the world. Fusion Invest, which shares the same core as Fusion Sophis, covers the entire investment value chain. It provides portfolio insight and automated processes with a collaborative investment book of records. Fusion Invest is unique because of its advanced analytics, extensive asset class coverage, open technology, and differentiation. It can be deployed on-premise or in the cloud, depending on your strategic operating model. It offers options for portfolio managers and investors who are responsible for asset allocation, direct investments, and sophisticated derivative hedging strategies. As they create and report the "golden version" of data, the solid, scalable foundation that everyone can trust is essential. All users can contribute to the investment process together with consistent information and analytics.

Integrated front-office solutions for family offices, private equity, real estate, secondaries and fundless sponsors. Built within the Salesforce platform to support the workflows of alternative asset mangers; adaptable to meet firm-specific requirements. Every situation and fund is unique. Caltina begins with a custom Salesforce.com configuration or installs to an existing instance. Then, she molds the solution to meet your fund's requirements. We will need to collect as much data as possible or as many spreadsheets as you have, and then import it into the platform. This will allow you to focus on what is important. Track your potential deals, tailored to your firm's asset class, niche, or process. Systematize the way your firm deals with deal sources to find the best bankers and lenders. Track sell-side as well as financing activity.

To reduce the cost per $bn of assets managed (M&A), increase your size To offset inflation in mid-back office costs, increase research staff. Reduce risk budgets to maintain a close quarter-to-quarter benchmark. Increase the quality of investment decisions per staff member. Data science can be used to encode sound investment knowledge. Make use of new technologies to increase compound knowledge at a low cost. Butterwire is designed to support long-term, low-turnover, fundamental active investing. It increases the likelihood that portfolio positions will outperform others over a 12-month period, while decreasing the impact of the worst performers. You should look for stocks with attractive fundamentals, that are controversial, and that are consistent with your style. You should ensure that your risk budget is spread over a variety of stock-specific exposures. This will allow you to simulate ways to increase the expected active return or active risk ratio.

The Caissa Platform, the industry-leading investment platform, was created exclusively for institutional investors, including foundations, OCIOs and pension funds. Our web-based platform is used by clients with assets exceeding $1.7 trillion to perform exposure, risk and liquidity, attribution, as well as private equity modeling analysis across multiple asset classes. Our in-house data team combines any form of transparency data into Caissa Platform. This includes investor letters, separately managed accounts and private equity data. All data is cleansed, synchronized, migrated, then integrated into the platform. You can seamlessly perform exposure analysis, risk, liquidity, and quantitative analysis on either your portfolio or your underlying managers with harmonized exposures.

SOLIAM is a comprehensive core system that offers real-time investment oversight, designed for Asset Owners and wealth managers. It facilitates efficient front-to middle office process management by supporting multi-custodians and multi-accounts. SOLIAM offers Asset Owners a unique platform to manage positions, make financial decisions, and comply with regulatory requirements (MIFID II and Solvency II). It also includes a robust ALM Engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions increase operational efficiency, reduce risk, and provide scalability and compliance with regulatory requirements.

The Envision Investor Management suite is built on top of the core record-keeping system. It's a flexible and modular set that can handle any operating challenges a pooled investor vehicle might throw at it. Open design and SaaS implementation reduce costs and complexity. Multiple systems can be combined in a modular structure that is easy to customize. Allows staff to answer questions across multiple accounts from one screen. Easy-to-use interfaces increase back-office productivity. Real-time data integration - no waiting for batch processing

Indispensible data, analytics, insights, and information for alternative asset professionals around the world. Preqin has established direct relationships with professionals in alternative assets to ensure that our data will add context, clarity, conviction, and conviction to your decision making. Get the most comprehensive data and tools for hedge funds and private capital. It is used by alternative asset professionals to make data-driven investment decisions throughout the entire investment process. You will receive actionable market intelligence from thousands, which will help you pick the right time to make bold investments, identify new opportunities, and increase your returns. Access the largest private equity database in the world and get essential performance data, market intelligence, and research.

PackHedge™, 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.

We are a global leader in software solutions for Asset Managers, Private Banks, Family Offices and Family Offices. We are more than just an IT-service provider. We are committed to understanding the financial services and investment industry and keeping up with it. Our knowledge is combined with technical skills of high quality and a desire to invent and create new software. We find solutions that support your company's goals. Our solutions include Portfolio Management, Risk Management and Web Reporting to Clients.

Fundamental Portal is the ultimate solution to transform investment management for real estate GPs and owners/operators. It also provides fund managers with a professional, secure, and simple interface. Our cutting-edge platform offers an streamlined approach to raising capital, providing users with simple, professional, and secure interfaces to facilitate efficient investor interaction. Fundamental Portal provides a seamless experience to both investors and capital raisers. Facilitates quick soft commitments Funds can be raised in just minutes Streamlines distribution workflows Allows real-time document sharing But that's just the beginning. Fundamental Admin is an add-on that complements Fundamental Portal by providing comprehensive back-office assistance. Fundamental Admin allows fund managers to focus their efforts on capital raising and growth, rather than administrative tasks.

PATRONAS OPUS can be used across different asset classes and in an international market environment. It is modular and fully integrated. This solution allows you to manage and control your entire investment process in equities and derivatives, FI and FX, as well as commodities and money market. Modularity allows you to adjust the scope of your PATRONS OPUS deployment to meet your business needs and changing business requirements. The open system architecture allows for seamless integration with your existing IT infrastructure. OPUS can be deployed or fully hosted and managed.

FNZ's platform-as-a-service is a unique combination of market-leading technology, IT infrastructure, and investment operations. Digital delivery to the front office is seamlessly integrated with back-office operations, in-region hosting, and infrastructure. Security, resilience, and scalability are our top priorities. FNZ platforms are built on top-of-the line technology and protected with industry-leading cyber security standards. Our in-house migration engine gives us unparalleled experience in platform implementations and large scale migrations. The state-of-the art IT infrastructure ensures that all services are available at all times. It also guarantees continuous security, availability, and performance. FNZ's datacentres in-country and in-region provide digital-first solutions. FNZ offers industrial-strength, large asset-servicing through automated end-to–end straight-through processing. Control monitoring is also available.

Your clients trust you as a financial advisor. AssetMark offers solutions and guidance to ensure that your clients' futures are well-managed. As wealth grows, technology and investment options become more complex. Clients expect more from you. Don't let them outgrow your capabilities. Our wealth management technology gives advisors the tools to transform their practice, from portfolio construction and investment research to client communication. You can spend less time on administrative and back-office tasks and more time with your clients. AssetMark is not like other third-party platform for asset management. We combine our solutions with a personal touch so that we can be an extension of your team and provide insight and support tailored to your needs. Our support teams and consultants are available to assist you with platform issues.

TS Imagine is a platform that helps companies succeed in capital markets. Our SaaS platform is available to all desks. It aligns trading, risk, and operations to provide a single source for truth. This allows for greater transparency, greater efficiency, and infinite scaling. Combining two of the most trusted SaaS platforms in the industry creates a new standard for trading, portfolio and real-time risk solutions. TS Imagine streamlines complex and time-consuming workflows in front, middle, or back-office. Unifying order management, portfolio analytics, risk & compliance and margin accounting with secure, cloud-based SaaS delivery. 500 financial institutions use TS Imagine. There are 400 employees in ten offices around the world. The IT infrastructure is available in every region to ensure a global reach and stable local presence.

Fully integrated investment administration platform for third-party administrators (TPAs), wealth management providers, fund supermarkets, wealth managers, building and friendly societies, retail banks, and other financial institutions. Costars is a multiasset investment administration platform that automates and enhances client servicing, sales-channel uptake, and the adoption and management of new products. Costars provides functionality for managing tax and regulatory requirements for underlying investor. All instrument types can be packaged into portfolios. They are available in a variety of distribution channels. You can manage millions of portfolios and positions without scaling issues. With automated and manual trade input, present and historic portfolio valuations, automated customer credit and ID checks, data and documentation audit trail, full reporting and compliance, deal validation/authorization and pricing, everything is covered.

Our firm is unrivaled in the industry because of our complete software solutions, which are paired with back-office accounting and tax services. We will streamline your investment processes and save you time. This includes everything from deal flow management, portfolio tracking, invoicing and eSigs, closing investments, and analysis of performance. You can manage all your investor reporting and fund management from the same place. This makes it easy to manage all your needs in one place. Venture360 is the best way to power your capital raise. Place our investor registration link on you website today and get capital raising. Our plug-and-play solution powers your white-labeled platform to connect with investors, track commitments, close a round, manage your cap table, and seamlessly report through an investor login portal. Let's get started.

Wealth Intelligence (WIN), a suite of integrated wealth management solutions that covers the front, middle, and back offices. The integrated Wealth Intelligence system allows asset and wealth management firms to manage their entire business life cycle from one platform.

Advisors believe that OTC funds/indices or separately managed accounts are the best options for digital asset exposure, while keeping client assets under advisory. Advisors can manage bitcoin (and other digital assets) directly for clients while keeping assets under advisory. Fidelity Digital Assets(sm) also protects bitcoin. We have the tools to help you trade in bulk or individually. Fidelity Digital Assets (sm) and Komainu are our partners for digital asset security. We can replicate your current billing and advisory fee collection. Choice allows you to trade via Interactive Brokers and Kraken from one retirement or investment account that is in qualified custody. We can also handle REITs, physical assets, real estate, and other alternative assets for clients. You can trade stocks, ETFs, digital assets, and more all from one account. If you wish to provide a login for your client, there is no additional charge.

Many of the world's most powerful private wealth banks use PM1 to manage their assets globally across multiple booking centers. These reasons are based on PM1's most comprehensive capabilities in the front-/mid office category. It covers all aspects of private banking business lifecycle management. PM1 is the only software that can meet the demands of modern banks, which demand digital supremacy and a human touch. PM1 offers the best interfacing capabilities for integration with core banking systems, order execution system, and many other common applications. Hosting options include on-premise, in PM1 Cloud, or through our partnership with Finstar Open Banking.

Orchestrade is the best cross-asset, front and back trading platform for banks, asset managers, and hedge funds. Orchestrade is fast and easy to use. Your P&L will be accurate and your risk management system will run in real-time. We are laser-focused on our product, we put clients first, and we deliver on what is promised - keeping you agile & innovative. Orchestrade can help you eliminate operational bottlenecks and increase time to market. You will be innovative and agile by leveraging our "Smart Business Events" lifecycle management solution. We mean it when we say that our clients come first. We have partnered with clients to create a better product, deliver faster implementations and drive superior results.

Solovis institutional investment management platform is designed specifically for asset allocators and limited partners. It transforms multi-asset portfolio management. It's time to improve efficiency, get better insights, and make better investment decisions. Accelerate the collection of public and private asset data. Get better insight into hedge fund managers, private capital and other investments. Transform investment data into useful intelligence. Your team can be expanded with exposure analysts and data operations. Manage multi-asset portfolios that include allocations to hedge funds and private equity as well as real assets, mutual funds or ETFs, and direct securities. This requires managing hundreds of data points, if not thousands. Investment data can be found in many systems, in different formats and updated at different times. Solovis is a centralized portfolio management platform that automates investment data collection and delivers actionable insights.

iCapital is part innovator, part educator, part navigator of alternative industry. It offers intuitive, scalable digital options that have revolutionized the way private market and hedge fund investments can be bought and sold. iCapital gives financial advisors, wealth managers, asset managers all over the world access to all the information they need to offer high-net-worth investors diversification and return potential. You have everything you need to offer high-net worth clients alternative investments, from a carefully selected menu of funds to fund education to powerful portfolio analysis. All this on an intuitive digital platform that is industry-leading. You can offer a wide range of iCapital's professionally managed funds or your own list of funds. All this, plus comprehensive advisor training and certification via a seamless digital investment platform.

Syndicately offers a robust platform tailored for creating and managing Special Purpose Vehicles (SPVs), making the investment procedure easier for both investors and fund managers engaging in private ventures. Whether it's individual entrepreneurs facing risks and seeking funding for new projects, or experienced investors from Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital fields wanting to utilize SPVs to expand their portfolios, our platform provides a versatile, expandable solution for everyone. With Syndicately, the entire process of investing is made efficient, ensuring that your upcoming transaction is smooth and successful. Discover the convenience of advanced enterprise features with Syndicately, and revolutionize your investment strategy.

Funds-specific operating system. You can connect directly to your back-office and keep track of your investments. Automate the data collection process to track your companies' progress and better serve their needs. With our powerful report builder, you can create custom LP reports or access real-time data from Excel. To align your investment team, centralize your deal pipeline and save hours of manual entry every day. Your firm's network can be leveraged to help you with sourcing deals and recruiting.

Tindeco is a company that helps investment managers reduce complexity and increase automation in order to provide better investment management solutions for their clients. Tindeco VISION(c), a fully integrated investment management platform, is built with the most recent technologies. VISION is flexible, quick and easy to use. VISION is made up of our VISION Core Technologies and VISION Investors product suites. VISION CORE Technologies allows managers to do what they do now, with a significant improvement in efficiency and a greater emphasis on risk management. Our VISION Investments modules aim to give investment managers an edge and make them part of the industry disruption, rather than being a victim of it.

Front Office Solutions simplifies the management of investment data for institutional investors with diverse portfolios. A workspace for portfolio managers and researchers who need to access data from both internal and external sources. This allows you to track meetings, emails, and calls. It also has a configurable design that allows you to personalize your workflow. This central platform supports the investment and operations teams that manage complex asset strategies, such as asset allocation, manager selection, and direct investing.

Since its inception in 1987, Financial Portfolio Management System (FPM), has been at the forefront of technology. The current version runs on Windows Server 2008 / Windows XP / 7 platforms. FPM offers a wide variety of modular functions that can be combined. The modular architecture facilitates a smooth growth path.

eFront's solution suite of software solutions offers an all-in-one platform for alternative investors who want to manage every aspect of their investments, from due diligence and fundraising to reporting across any alternative asset classes. Clients can rely upon eFront for their alternative investments. They have access to dedicated support teams and innovative R&D departments.

Our software and services are designed for asset managers and meet business needs such as portfolio management, rebalancing and client portal. We also manage data, outsourcing, outsourcing and fund order management. Asset management software and services can help you to protect your business from the future. With streamlined communications, give your clients a complete picture and help them make informed investment decisions.

Manage new investments, tax updates, capital calls, distributions, and financial statements in one place. Arch connects to the back office of each private investment and receives all documents and communications on a secure platform. Arch automates investment management by keeping your account current. Arch manages documents and communications to provide better organization, data and insights for private investment. Share all investor information and investment updates securely on an easy-to use, standardized platform. This saves time for fund administrators and funds, while improving the experience of both the fund and its clients. Track the completion and follow-up with investors automatically, reducing the time firms spend on administrative tasks.

Flow's open-architecture connects investment managers to their limited partners and service provider. It offers integrated solutions such as virtual data rooms, investor portals and investor onboarding. This allows firms to manage limited partners relationships throughout the investment lifecycle. The platform simplifies digital fund subscriptions and simplifies onboarding. It also provides a centralized portal to report and communicate about funds. Flow's flexible API and open-architecture technology allows seamless integration with third party vendors, enhancing efficiency. Flow, trusted by more than 20,000 LPs as well as 300 private investment firms aims to provide a best-in class LP experience through reducing operational overheads and improving stakeholder involvement. All fund stakeholders will have a single source for reporting, documentation and communication.

Asset owners from pension plans, endowments foundations and insurance companies can now centralize their external manager data requirements across the investment office using a single digital platform. This includes manager research, operational due diligence. ESG, compliance, audit confirms, and event-driven requests. Whether you're an established manager or an emerging one, you can manage standard DDQs and investment databases on a single platform. To minimize errors and deliver excellence, collaborate across investor relations, RFP marketing, compliance, and product departments. Whether you're an OCIO or investment consultant, wealth platform, fund of funds, or a fund of funds, you can build a robust diligence framework that covers a large portfolio fund products and provide differentiated investment options to your clients at scale.

Find out why thousands of organizations around the world trust our cloud service solution to manage investment data. A single platform for investment accounting and portfolio reporting. All powered by automated data aggregation, reconciliation, and daily data. Every day, we work to make our clients successful. We don't focus on accounts; we work with people. We are not your vendor; we are your team's extension.

We help our customers create integrated wealth by launching products that they love. You can save, invest, trade, and manage your wealth. Customers expect digital financial products that are simple to use, beautiful designed, and make more money. If they don't get them from you they will go elsewhere. Customer-centric investment proposals that are customer-centric will help you grow your business, strengthen relationships, and drive revenue. The core of next-generation investment propositions. The latest technology allows you go to market in a matter of months, not years. The entire investment lifecycle can be fully automated, reducing costs. API layers allow firms to connect to any existing, future, in-house, or third-party app or data source. The platform's modular structure allows for products that can be tailored to all customers.

Backstop is the industry's best productivity software suite for institutional asset owners and investment managers. Backstop is tailor-made for foundations and investment consultants, family offices and pension funds. It also offers the best-in class, cloud-based productivity tools that help asset managers and allocators raise capital, manage their portfolios, and provide seamless service to their key stakeholders. Backstop CRM, Backstop IR and Backstop Research are the core products.

ZagTrader is a global market technology platform that has won numerous awards. It allows banks, brokers, and investment management companies to expand and manage their global operations. The platform integrates almost all functions within the organization, including front, data routing, risk management compliance, reporting and reporting.