Alternatives to ZagTrader

BrightOffice supports all types of lending businesses, regardless of whether you are a broker or lender. We offer systems for all types of brokers and lenders, as well as retail brokers and consumer lenders. Cloud CRM platforms allow users to add new products (asset financing, short term lending, invoice factoring ), Diversify into new markets. You can manage all your tasks within your Broker-Lender Cloud CRM, from credit checks and fact finding to application capture and invoicing. BrightOffice understands that cash flow is the heart of any business. Our software tracks all money entering and leaving individual lending cases. All your data is stored securely and backed up on our UK servers.

Complete back office solution for the cloud. Mobile friendly. Simplifies and automates the back office, increasing speed and accuracy. Data is moved seamlessly through the process without any need to manually enter anything. Integrates with a variety of CRMs and tools. Customer service is responsive and structured. Additional professional services are available. Transaction Management • Commission Automation Accounting Agent Management • Reporting and analytics BoldTrail is committed to providing the best possible client support. • Knowledgeable and Responsive Customer Services Open API and Integration Marketplace • Structured Implementation • Product Documentation in Detail Professional Services

The Future Of Back-Office & Accounting Software. One small step to your back office -- One giant leap You can do more with less! The unique, fully-featured back-office platform and accounting platform is designed for forward-thinking real-estate brokerages. Automated compensation plans, disbursement overviews, agent management, advanced reporting. General ledger, chart and reconciliation. Electronic funds transfer (EFT), commission payments, earnest money deposits and credit card processing. Check printing. BROKERS. Our automated suite of back-office software simplifies accounting and management. Our tools for tracking, calculating, and disbursement of commissions can handle even the most complex commission profiles. AGENTS. Maximize productivity - Give your agents the tools to measure and manage success with our goal and deal tracking features.

iBroker is a back office management platform that simplifies the process for real estate companies. Using iBroker, users can manage listing inventory, automate agent billing and record payments & deposits. They can also generate 1099s. iBroker, a cloud-based technology with fast processing speeds and minimal training, is easy to use and mobile-friendly.

We offer accounting and business practices systems for real estate companies that automate and systematize the workflow. Our software is intuitive and easy to use. It automates tedious tasks that take up your day. Get advanced insight into every part of your business to grow your business. Software that integrates with all aspects of your front and back-end management systems allows you to tie your entire business together, allowing for unparalleled efficiency. We are innovators in software and we are proud to create amazing technology specifically for the real-estate industry. Our goal is to help you improve your business by providing rich features that are tailored to your business. We have a platform that will unify and simplify your brokerage or property management business.

A solution designed specifically for investment firms. The investment market is currently facing critical challenges due to the slow recovery of the industry from the depths the recession, and the changing regulations for banks and dealers. Leading brokers are trying to differentiate themselves by offering unique products and leveraging technology to improve operational efficiency. They also want to focus on improving customer service. PCS offers ERP Securities - an innovative solution which covers all the business needs of financial institutions, brokerage firms and market events. ERP Securities also provides enterprise resource planning, enabling them to provide qualitative and competitive service to their clients. PCS Brokerage provides a user-friendly interface for performing back-office tasks.

ShowingTime+ software solutions for brokers are used to create agile and interconnected real-estate enterprises. They help with tasks such displaying and managing offer, gathering local market data for generating reports and assisting in real estate agent recruitment. ShowingTime+ is scalable so offices of any size can benefit from its efficiencies. Reduce your staff's workload, and increase productivity by using a full-featured software platform for showing management that is tailored to administrative staff. Front Desk provides automatic listing feedback as well as detailed reports that track agent, office and listing activity.

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.

Back Office GURU®, is everything a Brokerage requires to automate its operations through the specialization and management of their commissions. It is often referred to as the "Brain of the Company", and the Back Office GUIRU® solution reduces redundancies and eliminates errors. The solution also generates reliable, real-time reports. Advanced Report Generator Tools with Design & Build Interfaces You can save templates and create share groups. There are hundreds of parameters, output options and subtotals that you can work with. Instead of static reporting, the Production Reports Tool offers a comprehensive set report generation tools that allow customization and distribution of reports. This makes it easy for organizations and employees to have access to important information.

iProp.Money is a banking technology platform that enables real-estate brokers, owners, and investors to transform the way they view and make real estate deals. The platform allows channel partners and investors to gain visibility into brokerage. Real estate stakeholders are empowered to scale up their businesses for meeting marketing, sales and payments goals. Management of channel partners, freelancers, investors, payment management and legal assistance. IVR management, customer electronic KYC, onboarding, payments, and payment management. Builder management, superbroker management, CRM, legal aid, payment management IVR management training, brokerage management and many other. Modules include training, builder management modules, CRM, payment management training, IVR management loan management and brokerage management.

IMSplus, an award-winning Investment Management platform, combines a range of solutions targeted at Investment Management firms with rich functionality and advanced technology. It can be used as a standalone platform or integrated seamlessly into any organization's Investment Management IT system. IMSplus was designed to be flexible and easy-to-use, and meet complex and changing business requirements in the global Investment Management space. All Investment Management operations are closely monitored and better managed. Tailored services per client segment ensuring improved customer experience. Rich functionality and state of the art architecture ensures that you can scale to any business change. All Investment Management operations are closely monitored and under strict control.

ezBOSPro is a back office software that's intuitive and easy to use. It can handle any size business. You can manage property throughout the entire deal process, from the beginning of the deal pipeline through to closing deals and projected commissions. Integrated automated Checklist processes like deal checklists, commission checklists, etc. Agents, brokers, and attorneys have full visibility into every real estate transaction through email reminders and instant notifications. Each agent can have their own commission plan that includes detailed information about the commissions and how they are broken down for each property listing. Beautifully designed Agent portal for new agents allows them to manage their performance, commission plans and % splitting. It also allows them to group agents under one manager. Easy expense tracking, such as E/O expenses and MLS Fee, Desk Fee, Technology Fee, and many others, can be done. This feature allows you to assign each expense to different parties, simplifying the process.

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.

Axia is an award-winning web-based, omnichannel, MiFID II enabled Investment Management Software. Axia Suite is built on modern technologies and provides comprehensive functionality to meet and exceed the most demanding investment management requirements. Each user role has its own dashboard. Client management (client onboarding and CRM, document management, compliance management, order processing, and transaction processing). Evaluation, cost calculation, and position keeping. Asset allocation, profitability, performance and risk analyses. Externally and internally managed assets. Consolidated client management reporting. Fees management. Automated integration with custodian bank and market data feeds. Multi-tenant capabilities. First class, enterprise-wide solution meeting diverse needs. All functionality is available on one platform. Streamlining processes saves time and money. Automated integration of custodians and market providers

The commercial real estate funding marketplace connects commercial mortgage lenders with commercial mortgage brokers in order to find the best-fit deals. The faster you can close a deal as a commercial mortgage lender or broker, the better. But today, commercial real-estate financing relies on both parties working their networks for hours, but often missing out on the perfect connection. We are the online marketplace that connects commercial brokers with lenders quickly and easily. Our innovative technology makes it easy to find the perfect deal. Expand your reach by tapping into a virtually limitless pool of lenders. Our CRE marketplace uses an algorithm that intelligently brings supply and demand together. This allows us to match brokers to lenders who are able to make the deal happen. Brokers get to know what their clients want, while lenders can only see deals that they can quote. It's a win-win situation for everyone.

Broker Brain is an intuitive, powerful, and user-friendly web-based REO software and property asset management system created with real estate agents in mind. Broker Brain gives real estate agents instant access to the latest property information. It works great for REOs, short sales, traditional, property managers, and more. Broker Brain was developed and designed by top brokers in the industry who know what it takes to run an effective brokerage house. All traffic to and fro our servers is encrypted, so you can be sure that your sensitive data is safe with us. Broker Brain uses multiple servers for its data. Your data is regularly backed-up in multiple locations, reducing the risk of losing it. Broker Brain gives you the tools you need to work more efficiently and smarter, saving you both time and money. Access your information securely anywhere.

This CRM tool is specifically designed for finance. It allows you to acquire, convert and retain clients, as well as monetize them. You can easily track leads and onboard clients. A thorough client overview is essential for effective communication. Your KYC checks will be quick and easy. Native integration is available for the most prominent eKYC providers. BrokerIQ's KYC-based client statuses make it easy to manage and keep track of your clients. Access all documents and KYC information via exportable, designated reports. BrokerIQ allows integration with all major PSPs. You can choose who will process your payments. BrokerIQ records all transactions, both internal and external. This gives you a complete picture about your business. Automated bonuses are based on flexible client segment configurations. Bonus amounts can be fixed or percentage-based with limits. BrokerIQ integrates with industry-leading trading platforms. You can keep the platforms you already have and easily add new ones.

Profit Power is a back office software for real estate brokers that ties all the important data they need to run their daily operations. We manage listings, sales and closings, as well as commission calculations and check payouts. Profit Power is the central hub that processes closings and pays associates for residential real-estate brokers.

It's fast, easy, safe, and mobile-friendly. It is loved by thousands of California brokers and TCs. You can easily create listing agreements, disclosures, amendments, and more from your mobile device. Glide's clause manger allows you to add default values to individual forms and brokerage forms. With a TurboTax-style interface and targeted help content, making disclosures easier than ever is possible. One interface allows you to manage signatures for multiple transactions. More than 60,000 agents use our platform to manage signatures across multiple transactions. Each year, they handle more than $100B worth of home sales transactions. Glide agents choose Glide because our focus is on simplifying their lives, helping them deliver exceptional customer service, keep compliant, and growing their businesses.

The Broker Cloud is the industry standard for software for real estate brokerages. It includes a suite real estate's best broker software, including solutions to transactions, back office, accounting and business insights. You will have everything you need to run a profitable and compliant business. Lone Wolf Transactions connects directly to your agent's forms, transactions, and state benefits. You get a complete solution for real estate brokerage transactions, including agent adoption. The leader in real-estate brokerage tech will handle everything, from audit prep, accounting and billing to any commission you can think of. Our software does all the work so you can focus on running your business.

Rent Application is a customizable solution that can streamline your agent's workflow and reduce liability. Sending applicants directly with ActiveLink via the platform, text message or posting it on your own website or MLS listing is possible. Our smart routing automatically processes and deposits funds into your account, orders reports and directs and notifies the correct agents. Agents can share reports and applications with clients. Within the platform, applicants can be sent a letter of adverse action or accepted. The audit history of the application is automatically tracked in order to reduce liability and ensure FCRA compliance. Customize permissions for employees, agents, and clients to meet your needs. Our team will work with you to create a rental application flow that matches your agency's needs. We use multiple channels for employment history, previous residences, income verification, and validating their company email.

REAL/Easy Management Software is a developer of software and a service provider that focuses on back office operations in real estate. BOS was designed to help you run your business smarter. To run a smarter business, customers have asked for more advanced features in the back office and internet-based applications and connections. BOS cannot provide these features but they are necessary to compete. Lantrax, based in New York, was able to provide the support and service that BOS clients needed. They also offered and purchased the cloud-based ProfitPower Back Office and the full set of web-based applications that BOS users had requested. Real/Easy has been working with Lantrax to facilitate the migration of BOS users to Lantrax's cloud-based Profit Power. BOS customers can now access the apps they need to compete and run smarter businesses. Reporting on the web for all levels of management.

In seconds, you can make data-driven decisions about your investments and get accurate underwriting. With the industry's most advanced commercial real estate platform, you can source, evaluate, share and close more deals with ease and be way ahead of your competition. Even with the best Excel templates and skills, professional reports and thorough underwriting take time. IntellCRE allows you and your team to work faster and better. Our AI extracts rent and expenses data from uploaded documents. You and your clients can save time and avoid costly errors by eliminating the manual entry of rents and expenses in spreadsheets. You can get all the market data you need, or adjust them to your preferences, or compare your rents with the market. Automate your market research to level the playing field and win more deals. IntellCRE’s price auto-estimate lets you see the optimal price to sell or purchase your deal based on data like sales comps, property features, etc.

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.

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.

BoldTrail is the #1 rated platform for real estate. It's built to power your brokerage with cutting-edge technology that your agents will love and use. Customize websites for your office, your company and each agent to showcase your unique brand. Optimize lead capture by combining a modern consumer search experience with intelligent behavior tracking. Hyper-local area and home valuation pages, as well as options for rich lifestyle information, keep customers searching your brokerage to be the local experts. Lead generation tools that are the most robust on the market will help your brokerage, agents & teams to effectively drive new business. Our IDX squeeze pages and landing pages are easy to use, allowing your agents to generate leads instantly. Increase the number of leads, while lowering costs and improving quality with tools that are built into the platform. Diversify your lead sources by using our automated social media posts, integrated Google and Facebook ads, custom text code and more.

Cube Platform is a web-based, flexible, cloud-ready application that offers full FIX order connectivity with multiple execution venues and/or custodian bank or brokers, as well as complete risk and position management. Rapid configuration is possible thanks to the full user / role matrix. Cube Finance, a Swiss fintech company, developed this app following our 20+ years of experience in order management, compliance and risk management. A wide range of institutional clients use this service, including regulated (UCITS), fund companies, indipendent/external asset managers, banks and brokers that offer online trading in listed derivatives, cash instruments, and family offices. Conforms to AML / KYC regulations as well as MIFIDII specifications. This was developed in Switzerland by senior finance professionals. Financial-fluent and senior technology staff in Switzerland provide support (GDPR compliant).

Broadridge Investment Accounting is an award winning software solution. It includes a multi-currency global asset class and real-time platform. Professional accounting services are also available to create an investment book of record. This solution is cost-effective and intuitive. It provides comprehensive, accurate, timely, and visual information to support compliance, trading and fiduciary oversight as well as other important investment management functions. The core features include accounting and cash management as well as custodial and markets data integration, integrated general ledger, managed services delivery, and integrated general ledger.

Trade in real-time, manage your portfolios and perform pre-trade checks. Our web platform makes it easy to trade all markets with your banks and brokers. Manage all your investments. Trade 15 million securities in all asset classes worldwide. Automate pre-trade compliance. Referential data covering over 15 million securities. Connect to external systems, access data, and place orders. QUO, a SaaS platform that runs on cloud computing, is the perfect solution for all your work-from home needs. You can manage all client portfolios anywhere. An integrated view of all your positions and exposures, including intraday gains and losses. All OTC and listed assets are accessible without the need to purchase additional data. You can connect seamlessly to your existing systems. We will connect to your existing systems by asking your bank's relationship manager to go live with QUO. Our specialists will help to optimize your alpha by recommending the best workflows.

All your brokers and buy sides are accessible. Execute orders on over 100 markets. All you need, from automated low-touch trading through complete order and risk management. Equities trading has never been more complicated. Advanced technology is essential to grow your business. It can unify your operations, simplify workflows, and increase your efficiency. Fidessa is the perfect solution for all your equities trading needs, no matter if you are a boutique broker, global bank, or both. Our solution offers sophisticated algorithmic trading, order management, seamless processing to the middle-office, integration with third-party technologies, and seamless integration with third-party systems. Instant access to over 6,500 buy-side customers, 600 brokers. You can place orders on more than 100 equity markets.

Global Wealth Enterprise Solution – Global WealthES™, formerly known as TrustPortal, is a comprehensive and integrated Wealth Management Solution for large and medium-sized financial institutions that allows them to manage their business efficiently. The platform is tightly connected to provide straight-through processing. This creates tremendous scale and efficiency. The application offers extensive functionality, including financial planning, account enrollment, investment management, account administration, integrated portfolio accounting and securities processing, automated account review for compliance, reports & statements, client access portal, performance measurement, and data analytics for intelligence. Integrated FIX engine allows you to trade with over 400 brokers on the market for instant fills or confirmations. Access on any device, including extensive reporting, client and internal reports, and statements.

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.

Software is used by every real estate company, regardless of whether you have one office or multiple locations. Realty Broker Office offers auto commission calculations, multiple progressive split levels, and a host reports to help you keep track of how things are going. All features are included in your software. The most basic features that your brokerage needs are included in your software cost nothing extra. We do not charge extra for any additional functions or features.

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.

NEXONE Office provides a complete brokerage solution. Connecting your agent files and transaction data directly to your back office administration and back office ensures a constant flow of information. Agents can also see the exact requirements for different file types. Built-in auditing and tracking workflows and approval workflows ensure full transparency between back office and agents. Combined with back-office accounting and trade information, financial information will be automatically populated. This eliminates double entry. NEXONE Office simplifies your deal submission workflow. NEXONE Office uses feedback from office administrators to ensure that all deal requirements are met, and provides transparency about information that is lacking. The electronic trade record eliminates double entries by automatically populating relevant information into the back office accounting system.

Manage your clients, documents, and properties. Find the best offers automatically. Your free website and your properties. It's the easiest way to rent, sell, and manage your property. Saves you time and money. You can create multiple workspaces to separate your team and objects. The unique users for each workspace/organization are counted to find out how many users are in your team. Brokerant offers a full-featured document management system, but since we pay for the storage, we have to draw a limit. You don't need to worry about the size that we provide. It is enough for most teams. We have plans if you feel you need more space. BrokerAnt provides a simple solution for small real estate brokers and sales agents. For people who want to manage their tenants or sell their property. No learning curve and no drama. Log in using your nearest screen.

Placester allows real estate brokers and brands to grow their business online and via mobile. It enables seamless MLS integration, natural search, and eye-catching visuals. Placester also offers a variety of apps and add-ons to help with high-impact email marketing and digital advertising campaigns, lead management, and streamlining everyday tasks.

eZmax is a business solution that's specifically designed to improve the productivity and performance real estate agencies. This tool simplifies and harmonizes processes, resulting in immediate cost reductions and efficiency improvements. eZmax is a practical and concrete solution to the needs real estate brokers. It simplifies the management of daily tasks, facilitates access to critical information, and optimizes collaboration. A vital tool to improve performance and maximize potential. Multiple software and applications are required due to the scope of real estate agency activities and the complexity of their needs. The use of multiple tools comes with several disadvantages, such as loss of time, increased errors, difficult monitoring files, resource management problems, poor efficiency, and difficulties in monitoring files.

Less chaos, more consistency in workflows and better results. Lone Wolf Workspace combines the real estate transaction management system, compliance and office intranet to create a streamlined ecosystem. We provide a secure workspace where agents, clients and other vendors can share documents, dates and notes. Closings can be more reliable and smoother. Software that integrates transactions, eSignatures, and compliance can eliminate confusing paper trails and disjointed process. Keep track of critical documents and deadlines with prompts that guide agents through the process. Lone Wolf Workspace is designed to reduce the liability of your brokerage. Our real estate intranet creates an engaged and connected workspace for your business. Promote communication, onboard new employees quickly, and give a 360-degree view of the day-to-day activity at your brokerage with banner ads.

Buildesk is a CRM solution that helps real estate agents, consultants, builders and property managers manage their sales pipeline. Buildesk provides a comprehensive suite for real estate CRM and real estate ERP. Keep all your data in one place so that your agents are always connected to their clients and properties, whether they are in the field or the office. Automate your business with our web-based solution. It provides a fully integrated cycle of operations, finance and inventory management. This comprehensive software solution will help your sales and property managers work together to improve productivity and customer service. Streamlined workflows and intelligent automation.

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.

TotalBrokerage connects with every front-end website. TotalBrokerage can capture your online leads from any third party portal, lead generation website, Facebook or custom website. We organize and track them in one central location. The Marketing platform allows for you to eblast hundreds, if not thousands of emails per day at your customers and prospects. Staying in touch with your customers has never been easier thanks to drip campaigns and an integrated HTML editor. Transaction management allows users create, edit, and store all necessary forms and documents. All contacts and vendors can be tracked and reported on. The activity log can be used to centralize all pertinent information such as inspections. You can set up the automatic calculation of all your agents commissions in any way that you like. We can calculate any complicated commission calculation, whether it is flat, tiered or fees. We can sync to Quickbooks Online and Quickbooks Desktop natively, so your accountant will be happy. Track expenses down to the vendor or transaction level.

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.

Our award-winning technology allows financial institutions to launch digital wealth and hybrid advisory solutions faster and at a fraction the cost. This helps them save years of development time and money. Our platform automation, innovation and engaging online experience help Wealth Managers, Investment companies, Banks, Insurance Companies, Brokerages, and other financial institutions to launch modern digital saving and investing propositions. Our modular RESTful API-led delivery system allows firms to create and apply their own unique designs to the digital proposition. This allows them to stand out from their competitors and bring their products to market faster. We offer digital solutions for D2C Self-Directed Investing and Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning and Modern Adviser Software.

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.

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.

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.

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.

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.

WealthArc utilizes a reliable API engine that automates, consolidates, and unifies your wealth data. It also reduces reporting, compliance, and other administrative tasks. WealthArc, an award-winning platform that empowers wealth managers to meet client expectations faster than ever and with high-quality data, is user-friendly. Modern asset managers are aware of the changing expectations of their customers in terms of security and accessibility. Our platform is a reliable platform that supports asset managers in their daily job. It includes portfolio management, governance and CRM. Reporting modules are also available. WealthArc's advanced functions allow clients to have a trust-based relationship with WealthArc without the need for single or multi-family offices.