Alternatives to ZagTrader

BoldTrail offers a comprehensive back office solution designed for both cloud environments and mobile accessibility, streamlining and automating various back office operations to enhance efficiency and precision. The system ensures that data flows effortlessly throughout each stage, eliminating the necessity for manual data entry. It boasts compatibility with numerous CRM platforms and additional tools, all while providing a structured implementation process and attentive customer support. Furthermore, clients can access a range of professional services to complement their experience. Key features of BoldTrail include: - Transaction Management - Commission Automation - Accounting - Agent Management - Reporting and Analytics Beyond its robust functionalities that cater to all back office requirements, BoldTrail places a significant emphasis on client support, which includes: - Expert and Responsive Customer Service - Integration Marketplace along with an Open API - Organized Implementation Strategy - Comprehensive Product Documentation - Availability of Professional Services This commitment to customer satisfaction ensures that users receive the assistance they need to maximize the potential of their back office operations.

BoldTrail stands out as the top-rated real estate platform designed to elevate your brokerage through cutting-edge technology that your agents will find both useful and enjoyable. You can highlight your distinctive brand with tailor-made websites that cater to your company, each office, and individual agents. Enhance lead acquisition by offering a modern, portal-like search experience for consumers, complete with smart behavior tracking. With hyper-local area pages, home valuation options, and rich lifestyle data, clients will continue to engage with your brokerage, recognizing you as the local authority. The platform features the most comprehensive lead generation tools available, enabling brokerages, teams, and agents to successfully attract new business regardless of their financial constraints. Additionally, empower your agents to swiftly generate free leads using our user-friendly landing and IDX squeeze pages. You can further increase lead quality while reducing costs through the in-house tools integrated into the platform. Expand your lead sources with automated social media postings, integrated advertising on Google and Facebook, custom text codes, and much more, ensuring a diverse and effective approach to lead generation. As a result, BoldTrail not only enhances the capabilities of individual agents but also strengthens the overall potential of the brokerage as a whole.

iBroker is an efficient back office management tool tailored for the real estate sector. This platform empowers users to oversee property listings, streamline agent billing processes, document financial transactions such as payments and deposits, produce 1099 forms, and much more. Designed for user-friendliness and optimized for mobile devices, iBroker operates on a cloud-based system that requires little training and offers quick processing capabilities, making it an ideal choice for busy real estate professionals. As a result, users can focus on their core business activities while the platform handles the administrative tasks seamlessly.

BrightOffice offers tailored software solutions to both new and established brokers and lending businesses alike. Our systems cater to a wide range of users, from commercial brokers and lenders to consumer lenders and retail brokers, ensuring comprehensive support across the industry. With our Cloud CRM platforms, users can seamlessly introduce new products such as asset finance, short-term lending, bridging loans, and invoice factoring, enabling expansion into fresh markets. The inclusion of customizable loan process workflows allows you to efficiently oversee tasks from initial fact-finding and credit checks to application capture and invoicing, all within your personalized Broker-Lender Cloud CRM. Understanding that cash flow is crucial for your operations, BrightOffice provides tools to monitor all financial transactions associated with individual lending cases effectively. Additionally, all your sensitive data is securely stored and regularly backed up on our UK servers, ensuring peace of mind. By choosing BrightOffice, you empower your business with innovative technology designed to enhance productivity and streamline operations.

A cutting-edge solution tailored to meet the specific requirements of investment firms has emerged. The current investment landscape is grappling with significant obstacles due to the sluggish recovery from the recession and evolving regulatory standards imposed on banks and dealers. In light of these challenges, top brokers are striving to stand out by offering distinctive products and utilizing technology to enhance operational efficiency while focusing on superior customer service. PCS presents ERP Securities, a groundbreaking solution that comprehensively addresses the intricate business demands of financial institutions and brokerage firms in relation to market developments and enterprise resource planning, ultimately ensuring they can deliver high-quality and competitive services to their clients. Additionally, PCS Brokerage is an intuitive application designed to streamline back-office operations, facilitating smoother workflows for firms in the financial sector. This innovative approach not only improves efficiency but also empowers firms to respond swiftly to market changes.

The Evolution of Back-Office and Accounting Solutions. A small advancement for you—A monumental progression for your back office. Achieve more while reducing your resources! Streamline your operations and cut expenses with our unique, comprehensive back-office and accounting platform tailored for innovative real estate brokerages. Enjoy features like automated compensation structures, an overview of disbursements, management of agents, and sophisticated reporting capabilities. Additionally, our system includes a general ledger, a detailed chart of accounts, invoicing, billing, advances, bank feeds, and reconciliation processes. Benefit from electronic funds transfers (EFT), commission distributions, earnest money handling, credit card transactions, and check printing services. BROKERS. Enhance management and accounting efficiency. Minimize administrative burdens and accounting tasks with our automated suite of back-office resources. Our tools for commission tracking, calculation, and disbursement can accommodate even the most intricate commission structures. AGENTS. Boost effectiveness. Equip your agents with essential tools to track and evaluate their success through our features for goal setting and deal monitoring. With these capabilities, agents can focus more on closing deals and driving revenue.

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.

We offer comprehensive accounting and business management solutions tailored for real estate firms, designed to streamline and automate their operational processes. Our user-friendly software is crafted to alleviate the burden of repetitive daily tasks that can consume valuable time. Enhance your business growth with insights derived from robust data analytics that cover every facet of your operations. Our integrated software connects all aspects of your business, facilitating seamless collaboration between your front and back end management systems to maximize productivity. As pioneers in the software realm, we take pride in delivering cutting-edge technology specifically catered to the needs of the real estate sector. Our mission is to elevate your business through a feature-rich system crafted to address your unique requirements. Regardless of whether you operate a brokerage or oversee property management, our platform is built to simplify and unify your office operations, ensuring a more efficient workflow for all users. By leveraging our innovative solutions, you can focus on what truly matters—growing your business and serving your clients effectively.

iProp.Money offers an innovative banking technology platform tailored for real estate professionals, including owners, brokers, and investors, transforming their approach to transactions in the industry. This platform is designed to provide channel partners and investors with enhanced transparency within brokerage operations. By empowering various real estate stakeholders, it facilitates the scaling of their businesses to effectively achieve payment processing, marketing, and sales objectives. The platform incorporates a range of management features including channel partner oversight, freelancer coordination, investor relations, payment processing, legal support, IVR management, customer eKYC, and onboarding processes. Additionally, it encompasses builder management, super broker coordination, CRM functionalities, and extensive training resources. With modules dedicated to freelancer management, training, builder oversight, CRM, payment processing, IVR management, loan administration, and brokerage management, iProp.Money caters to a wide array of needs essential for success in the real estate sector. Ultimately, this comprehensive platform aims to streamline operations and enhance efficiency across all facets of real estate dealings.

ShowingTime+ broker software solutions facilitate the creation of dynamic and interconnected real estate companies by assisting with functions like showcasing and managing offers, collecting local market data for report generation, and supporting the recruitment of real estate agents. Furthermore, the scalability of ShowingTime+ services ensures that offices, regardless of their size, can take advantage of the efficiencies these solutions provide. By implementing a comprehensive showing management software platform designed specifically for administrative access, you can alleviate your staff's workload while boosting productivity. With features like automatic listing feedback and comprehensive reports, Front Desk enables you to effectively monitor agent performance, office operations, and listing activities, ensuring your team remains informed and efficient. Ultimately, the integration of these tools allows for a more streamlined and effective real estate operation.

ezBOSPro is an intuitive back-office software solution designed for businesses of any scale, making it user-friendly yet robust. It allows users to oversee properties throughout the entire deal journey, from the initiation of the deal pipeline to anticipated commissions and finalized transactions. The software features automated checklist processes, such as deal and commission checklists, ensuring that every step is accounted for. Attorneys, agents, and brokers gain complete visibility into each real estate deal, with timely email reminders and instant notifications for progress updates. Commission payments are detailed, offering a breakdown for each property listing by facilitating the creation of tailored commission plans for all agents. The beautifully crafted agent portal assists in onboarding new agents while managing their performance, commission structures, and agent groupings under managers. Additionally, users can easily track expenses, which include E/O expenses, MLS fees, desk fees, technology fees, and more. The platform also allows for the assignment of each expense to various parties, streamlining this process for better clarity and efficiency. Overall, ezBOSPro is designed to enhance productivity and simplify management tasks across the board.

Back Office GURU® serves as an essential tool for brokerages aiming to automate their operations through tailored commission management, empowering Brokers to oversee their businesses efficiently. Often dubbed the “Brain of the Company,” this innovative solution minimizes redundancies, eliminates inaccuracies, and enhances productivity, all while producing dependable, real-time reports. Featuring advanced report generation tools equipped with design and build interfaces, users can save templates and create share groups effortlessly. With hundreds of parameters, output options, and subtotals at their disposal, organizations can move beyond outdated static reporting. The Production Reports Tool offers a robust suite of report generation capabilities that enable the customization and distribution of reports, simplifying access to vital information for employees across the board. As such, Back Office GURU® not only streamlines operations but also fosters an informed workforce that can make data-driven decisions.

Axia stands out as an award-winning, web-based investment management software that is compliant with MiFID II regulations. Utilizing advanced technologies, the Axia Suite offers a wide array of features designed to not only meet but also surpass the rigorous demands of investment management. Each user role benefits from a customizable dashboard tailored to their specific needs. The software facilitates client management through various functions such as onboarding, CRM, document handling, and compliance oversight. It also streamlines order and transaction processing, along with position tracking, performance evaluations, and cost assessments. Additionally, Axia provides in-depth analyses of asset allocation, profitability, performance, and risk, applicable to both internally and externally managed assets. Users can access consolidated reporting for clients and management, ensuring transparency and efficiency. The system includes robust fees management and boasts automated integrations with custodian banks and market data feeds. With its multi-tenant capabilities, Axia serves as a premier enterprise-wide solution capable of addressing diverse requirements seamlessly. All essential functionalities are conveniently integrated into a single platform, ultimately saving users time and optimizing their limited resources by enhancing process efficiency. Moreover, the automated connections to custodians and market providers further streamline operations, allowing clients to focus on more strategic initiatives.

IMSplus is a highly acclaimed platform for Investment Management that provides a variety of solutions specifically designed for Banking and Investment Management institutions, featuring robust capabilities and cutting-edge technology. It can function independently or integrate smoothly within an organization's Investment Management IT framework. The platform is designed to be flexible and user-friendly, adapting to the complex and dynamic demands of the global Investment Management sector. It ensures thorough oversight of all Investment Management activities while enhancing risk management. Additionally, it offers customized services for different client segments, leading to a better overall customer experience. With its extensive functionality and modern architecture, IMSplus guarantees scalability to accommodate any shifts in business needs, making it a crucial asset for financial firms. Furthermore, its ability to provide real-time insights aids in more informed decision-making.

Profit Power serves as an essential software solution for real estate back office operations, integrating all vital information required by brokers to effectively manage their day-to-day activities. It oversees various functions such as listings, sales, closings, commission computations, and check distributions, among others. As the primary platform for handling closings and compensating team members, Profit Power streamlines processes for brokers in the residential real estate sector. This efficient software ensures that all necessary data is easily accessible, facilitating smoother transactions and improved productivity.

TS Imagine empowers businesses to excel in capital markets through its innovative SaaS platform, which integrates trading, risk management, and operations into a cohesive system that provides a singular source of truth. This enhanced transparency and efficiency, along with limitless scalability, sets a new benchmark in trading, portfolio management, and real-time risk solutions through the fusion of two leading SaaS technologies. By effectively streamlining intricate and often lengthy workflows across front, middle, and back-office operations, TS Imagine unifies essential functions such as order management, trade execution, portfolio analysis, real-time risk assessment, compliance, margin management, accounting, and operations, all delivered through a secure cloud-based solution. Currently, TS Imagine serves 500 financial institutions and boasts a workforce of 400 employees spread across ten global offices, ensuring robust IT infrastructure in every region for a stable local presence and extensive global reach. With its commitment to innovation and excellence, TS Imagine continues to set the pace for advancements in the financial technology landscape.

The commercial real estate financing platform serves as a vital link between commercial mortgage brokers and lenders, facilitating ideal transactions. For brokers and lenders alike, the speed at which they can connect on a deal directly impacts their ability to close it, yet the current landscape often requires both parties to invest significant time networking, frequently resulting in missed opportunities. Our online marketplace streamlines this process, allowing for efficient and straightforward connections between brokers and lenders. Thanks to our cutting-edge technology, creating optimal deals is almost effortless. By broadening your horizons, you can access a seemingly limitless array of lenders. Our CRE marketplace leverages a unique, preference-driven algorithm to intelligently unite supply and demand, providing a more effective method for aligning brokers with the lenders best suited to execute the deal. Essentially, brokers receive exactly what their clients are seeking, while lenders are only presented with deals they can realistically quote, creating a mutually beneficial situation for all involved. This innovative approach not only saves time but also enhances the overall efficiency of the commercial real estate financing process.

Broker Brain is an advanced, easy-to-use web platform for managing property assets and REO tasks, specifically tailored for real estate brokers. With Broker Brain, brokers can quickly retrieve comprehensive data about properties available in the market. It is highly effective for various types of transactions, including REO, short sales, traditional sales, and property management. This innovative system was crafted by leading brokers who possess a deep understanding of the essential elements required to operate a prosperous brokerage. Security is a top priority, with all communications to and from our servers being encrypted to ensure your confidential information remains protected. Additionally, Broker Brain utilizes multiple servers for data hosting, and your information is securely backed up in various locations to eliminate the possibility of data loss. By providing essential tools, Broker Brain empowers users to enhance their productivity and efficiency, ultimately saving valuable time and resources. Whether in the office or on the go, you can securely access all your information from anywhere, making it an indispensable asset for real estate professionals.

An All-Encompassing Solution for Your Asset Management Technology Requirements. We provide innovative financial technology and services that offer cohesive, multi-asset class workflow solutions tailored for Asset Managers, Asset Owners, and Service Providers. Our core objective is to streamline the investment process for our clients. Our platform effortlessly combines front, middle, and back-office solutions that are specifically designed for a diverse range of financial institutions, including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. By utilizing Nirvana, clients can bring together varied data from numerous counterparties, accounts, and asset classes in real-time, all through a single, user-friendly interface. Additionally, our solution features a middle and back-office service that enables us to assist clients in managing these operations efficiently. With personalized dashboards and integrated compliance features, both Asset Managers and Asset Owners can oversee intricate portfolios from one comprehensive view, facilitating informed decision-making. This holistic approach not only enhances operational efficiency but also empowers clients to adapt to the evolving financial landscape with confidence.

This finance-specific CRM tool empowers you to acquire, convert, retain, and monetize clients effectively. You can efficiently monitor leads and streamline the onboarding process for new clients. With a comprehensive client overview, it facilitates more effective communication. The KYC checks are simplified, ensuring a quick and hassle-free process. Leading eKYC providers are seamlessly integrated, enhancing the platform's capabilities. BrokerIQ features KYC-based client statuses that provide effortless management and an organized overview of client information. You can access fully logged KYC and document checks through dedicated reports that can be exported. It also supports integrations with all major Payment Service Providers (PSPs), allowing you to choose your preferred payment processing method. Every transaction, whether internal or external, is meticulously recorded in BrokerIQ, offering you a holistic view of your operations. You can automate bonuses based on customizable client segment configurations, with options for fixed or percentage-based amounts, subject to limits. BrokerIQ is compatible with leading trading platforms, allowing you to retain the platforms you currently use while also providing the flexibility to expand to new ones. This adaptability ensures that your business can grow and evolve alongside the changing landscape of finance technology.

Quick, straightforward, secure, and designed for mobile use. Favored by countless agents, brokers, and transaction coordinators throughout California. Create listing agreements, disclosures, amendments, and more while on the move using your mobile device. Utilize Glide's clause manager to insert default values into both individual and brokerage forms. Simplify disclosures with an intuitive TurboTax-style interface, targeted assistance content, and comprehensive compliance checks. Oversee signatures across various transactions from a single, user-friendly interface. Our solution supports upwards of 60,000 real estate professionals handling over $100 billion in home sale transactions annually. Agents appreciate Glide for its commitment to simplifying their workflows, enabling them to provide exceptional customer service, maintain compliance, and expand their businesses effectively. With our platform, they can enhance their efficiency and focus on what matters most: their clients.

The Broker Cloud sets the benchmark for real estate brokerage software, offering an extensive range of top-tier solutions for transactions, back office operations, accounting, and critical business insights. It provides everything necessary for running a streamlined and compliant enterprise, empowering you to enhance both profitability and agent performance effectively. Lone Wolf Transactions complements national, state, and local member services by seamlessly connecting to your agents' forms and transaction processes. This ensures that you have a comprehensive transaction management system tailored for real estate brokerages, with built-in features that encourage agent utilization. Rely on the leading technology provider in real estate to manage all aspects of your operations, including diverse commission structures, audit preparations, accounting tasks, agent billing, and beyond. By automating these functions, our software allows you to concentrate on the strategic management and growth of your business. With The Broker Cloud, you not only improve efficiency but also position your brokerage for long-term success.

The Rent Application offers a tailored solution that enhances your agents' efficiency while minimizing risk. You can send applicants through ActiveLink directly using our platform, via text message, or even integrate it into your personal website or MLS listing. Our intelligent routing system ensures that funds are processed automatically and deposited into your account; it also organizes reports and sends notifications to the appropriate agent. Agents have the convenience of sharing applications and reports with their clients seamlessly. Within the platform, applicants can either be approved or receive an adverse action letter, all while the application audit history is logged automatically to lower liability risks and ensure compliance with FCRA regulations. You have the flexibility to customize permissions for employees, agents, and clients to suit your company's specific requirements. Collaborate with our dedicated team to tailor the rental application process to fit your agency's unique workflow. Additionally, we utilize various channels to verify employment history, past residences, income, and confirm their corporate email addresses, thereby enhancing the reliability of the application process. With these features, agencies can operate more efficiently and with greater confidence in their applicant screening practices.

REAL/Easy management software is a company dedicated to enhancing the efficiency of real estate back office operations. Our objective with BOS has always been to support you in managing your business more intelligently. However, as we strive to improve, our customers have expressed the necessity for more sophisticated back office functionalities and online applications that BOS currently cannot supply, which are essential for future competitiveness. To address this demand, Lantrax, based in New York, has acquired the support and servicing of BOS customers, offering the cloud-based Profit Power Back Office and a comprehensive suite of web applications that our clients have been seeking. In collaboration, Real/Easy and Lantrax are facilitating the transition from BOS to the cloud-based Profit Power platform, which empowers BOS customers to access the essential tools needed for enhanced competition and smarter operations. This partnership also includes web-based reporting features designed for all management levels, providing valuable insights that drive informed decision-making. Together, we are committed to ensuring that our customers can thrive in an evolving market landscape.

Make investment decisions based on data and perform precise underwriting in mere moments. With the top commercial real estate platform in the industry, you can effortlessly source, assess, share, and finalize deals far ahead of your rivals. Even with exceptional Excel skills and templates, comprehensive underwriting and producing professional reports can be time-consuming. IntellCRE empowers you and your team to enhance productivity significantly. Our AI seamlessly extracts rent and expense information from the documents you upload, allowing you to save time and avoid expensive mistakes by removing the need for manual data entry of rents, leases, and expenses into spreadsheets. Enjoy automatic access to comprehensive market data that you can modify as needed or use to compare your rents against the market. By automating your market research, you can level the playing field and secure more deals. Additionally, with IntellCRE's price auto-estimate feature, you can determine the most advantageous price for buying or selling based on various factors like sales comparisons and property attributes. This innovative platform not only streamlines your processes but also provides you with a competitive edge in the fast-paced real estate market.

In 30 nations, investment, wealth, and alternative managers, as well as asset owners and insurers, depend on Charles River IMS for the management of assets totaling USD $36 Trillion. By collaborating with State Street’s middle and back-office services, Charles River's cloud-based front office technology underpins State Street Alpha℠, demonstrating a strategic focus on empowering clients through a unified platform that offers a comprehensive view of portfolios spanning both public and private markets. Additionally, Charles River streamlines and automates the entire investment process across various asset classes, encompassing everything from portfolio management and risk analysis to trading and post-trade settlement, while ensuring integrated compliance throughout. This innovative approach not only enhances operational efficiency but also fosters a more cohesive experience for users navigating complex financial landscapes.

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 stands out as a distinguished software solution that offers a comprehensive platform encompassing global asset classes, multi-currency capabilities, and real-time processing, along with expert accounting services designed to establish an investment book of record. This intuitive and budget-friendly solution provides detailed, precise, and prompt information and visualizations that facilitate compliance, trading activities, fiduciary oversight, and various essential functions in investment management. Noteworthy features comprise robust accounting and cash management, seamless integration of custodial and market data, a unified general ledger, and managed service delivery, among numerous other capabilities. By leveraging these features, firms can enhance their operational efficiency and ensure adherence to regulatory standards.

Effortlessly manage your portfolios and conduct real-time trades from your positions with our user-friendly web platform, which facilitates trading across all markets with your brokers and banks. Aggregate and oversee your investments from multiple banks while having the capability to trade 15 million securities across various global asset classes. Automate compliance checks and risk management rules to streamline your trading process, supported by comprehensive referential data. Easily connect to external systems to access data and submit orders, all while utilizing QUO, a cloud-based SaaS solution designed to enhance your remote work capabilities. You can manage client portfolios from virtually anywhere, gaining a comprehensive perspective of all your positions, including intraday gains or losses. Access both listed and OTC assets without the need for additional data purchases, and integrate seamlessly with your existing systems. Simply ask your bank's relationship managers to activate QUO, and our team will handle the setup. Our experts are on hand to help you develop the most effective workflows to optimize your trading performance and maximize returns. With QUO, you can ensure that your trading strategy is both efficient and thorough, allowing for a greater focus on your investment goals.

Connect with all your buy-side clients and brokers while executing trades across over 100 markets. Our comprehensive solution offers everything required for trading, from automated low-touch options to complete order and risk management. In today's complex equities trading landscape, leveraging advanced technology is crucial for business growth, as it can streamline operations, simplify workflows, and enhance efficiency. Regardless of whether you're a niche broker or a major global financial institution, Fidessa equips you with an all-in-one integrated solution for equities trading. Our platform features sophisticated algorithmic trading capabilities, extensive order management, and seamless straight-through processing to the middle office, as well as integration with various third-party systems. With our solution, you can trade on equity markets globally and gain immediate access to a network of over 6,500 buy-side firms and 600 brokers, ensuring you have the tools needed to succeed in a dynamic trading environment. Furthermore, our innovative approach helps you stay ahead in a rapidly evolving marketplace.

Global Wealth Enterprise Solution, known as Global WealthES™ (previously referred to as TrustPortal), offers a robust and all-encompassing Wealth Management platform designed for both large and medium-sized financial institutions, allowing them to operate with maximum efficiency. This solution provides a complete suite of features that are intricately linked to facilitate seamless processing, resulting in significant scalability and operational effectiveness. The application encompasses a wide array of functionalities, including Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting, Securities Processing, Automated Compliance Reviews, Reporting and Statements, a Client Access Portal, Performance Measurement, and advanced data analytics for enhanced business intelligence. Additionally, it supports trading through an integrated FIX engine, connecting to over 400 brokers for immediate trade execution and confirmations. With comprehensive reporting capabilities, both internal and client-facing reports and statements, as well as integrated data mining tools, the platform also ensures mobile accessibility across all devices, making it a versatile solution for modern wealth management needs. Overall, Global WealthES™ stands out as a vital asset for financial institutions looking to elevate their wealth management services.

The Fundamental Portfolio Manager (FPM) represents a cutting-edge, comprehensive Investment Management solution that harnesses the power of contemporary technology to deliver a feature-rich and adaptable platform catering to the diverse needs of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers, and pension funds across the industry. Among our clientele are some of the most prominent investment firms in Southern Africa, managing assets that surpass R1 trillion. Recognized as the leading technologically advanced end-to-end investment management platform, FPM's continuous evolution and enhancement ensure it aligns with the latest global technological advancements. This commitment to innovation enables us to thrive and maintain our competitive edge in an ever-evolving and challenging financial landscape. Ultimately, our focus on integrating state-of-the-art solutions solidifies FPM's position as an indispensable tool for investment professionals.

Real estate companies, regardless of whether they operate from a single location or multiple sites, rely on software to enhance their operational efficiency. Realty Broker Office offers automated commission calculations, various progressive split levels, and a comprehensive array of reports, ensuring that you remain informed about your business performance. Every essential feature is bundled with your software at no additional cost, meaning you won't incur extra charges for the basic tools your brokerage requires. As we introduce new features and enhancements, these will automatically be included in your system, providing continuous value without extra fees. This commitment to inclusivity allows you to focus on growing your business without worrying about unexpected costs.

As a financial advisor, you hold the responsibility of shaping your clients' futures. AssetMark offers a range of solutions and guidance designed to ensure that future receives the focus it warrants. As wealth increases, the landscape of technology and investment opportunities grows ever more intricate. Clients will raise their expectations, and it is crucial that you evolve alongside them. Our wealth management technology empowers advisors to enhance their practices, covering aspects from portfolio construction and investment research to effective client communication and prospecting. By streamlining back-office and administrative responsibilities, you can dedicate more time to nurturing client relationships. Unlike typical third-party asset management platforms, AssetMark integrates its solutions with a personal touch, acting as an extension of your team and delivering customized, insightful support tailored to your specific needs. Our dedicated consultants and support teams are readily available to assist with platform functionality, ensuring that your practice runs seamlessly while you focus on refining your bespoke solutions. Our commitment to client success is unwavering, making us a valuable partner in your journey.

NEXONE Office offers a comprehensive brokerage solution that seamlessly integrates agent files and transaction data with your administrative and back-office systems, ensuring a steady stream of information and adherence to compliance standards. Furthermore, agents can easily access the specific requirements for different file types, while the integrated auditing, tracking, and approval workflows guarantee complete visibility between agents and the back office regarding any missing details. By incorporating back-office accounting features, trade data automatically populates essential financial information, effectively preventing the need for duplicate entries. Designed with insights from office administrators, NEXONE Office streamlines the deal submission process, ensuring that all necessary requirements are fulfilled and highlighting any missing information. The system's electronic trade record feature significantly reduces the chances of common data entry errors by directly transferring pertinent deal information into the accounting system. Overall, NEXONE Office is engineered to enhance efficiency and transparency throughout the brokerage process, making the workflow smoother for all parties involved.

Efficiently oversee your properties, clients, and essential documents with ease. Automatically discover the best offers tailored to your needs. Enjoy a complimentary website that showcases both you and your listings. This platform streamlines the process of selling, renting, and managing properties, allowing you to conserve both time and resources. You have the option to create various workspaces, similar to organizations, enabling you to categorize your team and assets effectively. The number of distinct users in each workspace is tracked to determine your team's size. Brokerant boasts comprehensive document management capabilities, and while we provide a generous amount of storage for typical teams, we also offer plans for those requiring additional space. BrokerAnt serves as a straightforward solution for small real estate brokers and sales agents who wish to handle property sales or tenant management without unnecessary complexity. With no complicated processes or extensive learning curves, simply log in from any device and get started right away. You'll find that managing your real estate business has never been easier and more accessible.

The Placester platform empowers real estate professionals, including agents, brokers, and brands, to enhance their online and mobile presence through effortless MLS integration, intuitive natural language search, and stunning visual content. Furthermore, Placester provides a diverse selection of applications and add-ons designed to optimize email marketing, facilitate digital advertising strategies, manage leads effectively, and simplify daily operations for its users. This comprehensive approach helps real estate businesses thrive in a competitive digital landscape.

eZmax presents a cutting-edge business solution meticulously crafted to enhance the efficiency and output of real estate agencies. This innovative tool streamlines and integrates processes, leading to immediate cost savings and improved productivity. By addressing the specific requirements of real estate brokers, eZmax simplifies daily task management, provides easy access to essential information, and fosters effective collaboration among team members. As a crucial asset for driving performance and unlocking potential, eZmax is indispensable. The diverse activities and intricate demands of real estate agencies often necessitate the utilization of various software solutions and applications. Nonetheless, relying on multiple tools introduces significant risks and drawbacks, such as wasted time, increased error rates, challenges in file tracking, and inefficiencies in resource management. Consequently, eZmax emerges as a vital solution to mitigate these issues and enhance overall operational effectiveness.

Achieve greater efficiency, consistent workflows, and improved outcomes with Lone Wolf Workspace, which integrates real estate transaction management, compliance, and an office intranet into one cohesive system designed for enhanced productivity. This platform offers a secure environment for agents, clients, and vendors to collaborate seamlessly by sharing essential documents, deadlines, notes, and additional materials. By facilitating smoother and more dependable closing processes, it eliminates the confusion of paper trails and fragmented workflows through software that unifies transactions, eSignature, and compliance. Agents can keep vital documents and due dates organized with easy-to-follow prompts that simplify the collection of necessary documentation. The purpose of Lone Wolf Workspace is to minimize your brokerage’s liabilities while creating a connected and interactive environment for your operations. Enhance communication within your team, streamline the onboarding process for new employees, and gain comprehensive visibility into your brokerage’s daily functions through features like banner ads, calendars, message boards, and announcements. This comprehensive approach not only improves individual productivity but also strengthens the overall performance of your organization.

Buildesk CRM serves as an effective tool for real estate professionals, including brokers, consultants, builders, and property managers, to efficiently oversee their sales workflows. This property management software offers an all-encompassing suite that integrates both real estate CRM and ERP functionalities. By centralizing all your data in one convenient location, your agents can effortlessly access vital property and client information, whether they're on-site or at the office. Enhance your business operations through our sophisticated web-based software, which facilitates a fully integrated cycle encompassing operations, finance, and inventory management, thus addressing any challenges related to interdepartmental coordination. With this robust software solution, your sales and property management teams can collaborate seamlessly, leading to increased productivity and enhanced customer service. Experience the benefits of streamlined processes and smart automation, which can revolutionize the way you manage your real estate operations. Ultimately, Buildesk CRM is designed to drive your business forward and help you stay competitive in the evolving real estate market.

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 integrates seamlessly with every front-end website, enabling the capture of your online leads from various sources such as third-party portals, lead generation sites, Facebook, or custom-built websites, all organized and monitored from a single platform. The Marketing feature empowers users to send out hundreds, or even thousands, of emails daily to both current and potential customers, making outreach efficient. Through the use of drip campaigns and a user-friendly HTML editor, maintaining communication with clients has become incredibly straightforward. The transaction management system allows for the creation, editing, and storage of all essential documents and forms in a centralized manner. Users can also track and report on contacts and vendors, utilizing the activity log for easy access to critical information like inspections. Additionally, commission calculations for all agents are automated and can be configured to suit any structure, whether flat, tiered, or based on fees, allowing for the handling of complex commission scenarios with ease. Furthermore, the platform integrates natively with Quickbooks Online or Quickbooks Desktop, ensuring that your accountant is always satisfied. You can monitor expenses meticulously, down to individual transactions or specific vendors, providing a comprehensive overview of your financial activities. This level of integration and functionality ensures that all aspects of your business are organized and efficient.

PM1 is employed by numerous leading private wealth management banks worldwide to oversee assets on an international level, utilizing various booking centers. Its fundamental advantages stem from PM1's provision of the most extensive features available in the front-/mid-office software category, which facilitates complete life-cycle management within the private banking sector. This encompasses everything from comprehensive client regulatory compliance to consolidated reporting across multiple booking centers, all while delivering an exceptional user experience. PM1 stands out as the sole software solution capable of fulfilling the expectations of contemporary banks that seek a blend of digital excellence and personalized service. Additionally, recognizing that no software operates in a vacuum, PM1 boasts top-tier interfacing capabilities that allow seamless integration with essential banking systems, order execution platforms, and a wide range of commonly employed applications. Furthermore, hosting solutions are flexible, offering options that include on-premise installations, the PM1 Cloud, and collaboration with the Finstar Open Banking platform for enhanced accessibility and performance. Ultimately, PM1 not only meets but exceeds the multifaceted needs of the modern financial landscape.

We offer cutting-edge digital wealth and hybrid advisory software solutions to financial institutions, utilizing our acclaimed technology to accelerate the launch of digital business models while significantly reducing costs and conserving development time and resources. Our services support Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and various other organizations in establishing contemporary digital investing and saving offerings, as well as enhancing their existing platforms through our automation, innovation, and captivating online experiences. By employing our modular RESTful API-driven delivery model, firms can implement their own distinctive designs and experiences into their digital offerings, allowing them to stand out from their competitors and expedite their market entry. We deliver a range of digital solutions that encompass D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, and advanced Adviser Software alongside Portfolio Management Tools. Additionally, our commitment to innovation ensures that our partners are always equipped with the latest advancements in financial technology.

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 serves as a pivotal buy-side SaaS platform that underpins the front and middle office functions of its clients. Its development was inspired by the challenges faced by fund managers and family offices who often juggle numerous Excel spreadsheets, frequently downloaded from various systems, modified, and linked to real-time data via market data vendor add-ins. With EFADRIN, these spreadsheets can be automated, streamlining processes for your team. We establish direct integration with your prime broker to gather trade and custody data, facilitating daily or monthly reconciliations with your fund administrator. This synchronized trade data enables us to deliver a shadow portfolio management system, assisting you in monitoring your investment ideas and target prices, analyzing your performance metrics, improving risk management, and optimizing your portfolio for superior returns. By utilizing our platform, clients can significantly reduce manual errors associated with spreadsheet management and enhance their overall operational efficiency.

Wealth Intelligence (WIN) offers a comprehensive range of fully integrated solutions for front, middle, and back office wealth management. This cohesive system is tailored for asset and wealth management firms, allowing them to manage their entire business operations through a single platform, eliminating the need for multiple systems. A bank guarantee is a financial assurance provided by a lending institution, confirming that a debtor's obligations will be fulfilled. This guarantee empowers customers, or debtors, to purchase goods, acquire equipment, or secure loans. The demand for a modern Guarantee Management System is crucial, especially one that emphasizes digital automation and seamless integration among various stakeholders, including debtors, agents, and risk carriers, to enhance operational efficiency. Contemi's Bank Guarantee Management System emerges as an ideal solution for this contemporary need, facilitating rapid and straightforward customization of products tailored to industry requirements. With its user-friendly interface, the platform stands out as a vital tool for firms looking to streamline their guarantee management processes.

Enhance your business's accuracy, productivity, expansion, and innovation through Vestserve. As a robust and seamlessly integrated solution, Vestserve stands out as a dependable investment management and accounting platform that delivers essential services to top-tier financial institutions. By consolidating front, middle, and back office functions into one cohesive system, Vestserve significantly boosts operational efficiency and overall performance while minimizing total ownership costs. Its advanced portfolio management capabilities encompass performance measurement, rule-based modeling and compliance, allocation breakdowns, risk analytics, scenario analysis tools, and yield curve assessments, ensuring comprehensive support for financial decision-making. Furthermore, Vestserve equips businesses with the tools necessary to adapt to changing market dynamics effectively.

The Back Office Module serves as the essential infrastructure for the integration of all Financial Portfolio Management (FPM) Modules. This system is capable of managing a diverse array of financial instruments such as bonds, derivatives, time deposits, and equities. Enhanced cash management functionalities are seamlessly integrated with both trading activities and general ledger transactions within FPM. Users can monitor projected cash balances in real-time, allowing for vigilant oversight of liquidity before executing trades. The Order Management component works in tandem with the Compliance and Back Office Modules, granting users online access to client positions and established limits. Each deal undergoes verification to ensure compliance with client mandates prior to order submission. Once deals are allocated, they are automatically communicated to the back office for processing. The Compliance Module enables users to set a versatile range of compliance regulations to oversee adherence to client and investment policy mandates. Typically utilized alongside the Order Management Module, this Compliance Module alerts users to potential violations before trade entries occur, ensuring a robust control environment. By enhancing the synergy between these components, FPM provides a comprehensive solution for managing financial transactions effectively.

WealthArc employs a robust API engine that streamlines the automation, consolidation, and unification of your wealth data, significantly minimizing the time required for reporting, compliance, and various administrative responsibilities. As an award-winning and intuitive platform, WealthArc equips wealth managers to meet client demands with unprecedented speed and high-quality data. In today’s landscape, modern asset managers recognize the increasing expectations of clients regarding security, accessibility, and digital solutions. Our cutting-edge platform aids asset managers in their daily operations by providing dependable portfolio management, governance, KYC, CRM, and reporting modules, among other features. Furthermore, WealthArc’s sophisticated capabilities allow Single and Multi Family Offices to allocate more time to nurturing trust-based relationships with clients, ultimately enhancing client satisfaction and loyalty. By optimizing these essential tasks, WealthArc empowers professionals to focus on delivering personalized service and building stronger connections.