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Con FAD puoi contrattare o firmare a distanza qualsiasi documento con piena validità legale.
Con FAD puoi contrattare o firmare a distanza qualsiasi documento con piena validità legale. Piattaforma in grado di garantire che i firmatari siano chi affermano di essere, attraverso elementi come un video della persona che firma, memoria di traccia, video di accettazione verbale dell'accordo, fedeltà di conservazione e altro ancora. FAD ti consente di firmare documenti da qualsiasi parte del mondo, in modo sicuro e istantaneo, realizzando una serie di prove riconducibili al 100% in tribunale.
Con FAD puoi contrattare o firmare a distanza qualsiasi documento con piena validità legale. Piattaforma in grado di garantire che i firmatari siano chi affermano di essere, attraverso elementi come...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Airwallex is the business account built for global businesses. Create foreign currency accounts and cards with ease.
Airwallex is the business account built for global businesses. Your account comes standard with features like multi-currency business accounts, so you can collect and hold money in over 11 currencies while avoiding double conversions. Issue virtual debit cards for you and your team in seconds. Transfer money internationally in up to 23 different currencies, without the excessive fees and transfer wait times. Integrate with our API to improve your platform product offering and scale your business
Airwallex is the business account built for global businesses. Your account comes standard with features like multi-currency business accounts, so you can collect and hold money in over 11 currencies...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Cloud-based platform that helps investment professionals raise family office capital, organize investor interactions, and manage funds.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface,...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Create a seamless subscription path of any bank or insurance products and distribute it online without any IT development.
Particeep Plug allows banks, insurance companies, and all their distribution partners to digitize the distribution of their products. Providers can create without IT development subscription paths to subscribe to their offer and deploy them with a widget on their website and apps. Distributors can request access to on-the-shelf banking and insurance products to deploy online with no IT development. Subscription flow is seamless until the e-signature and data is automatically updated to CRM.
Particeep Plug allows banks, insurance companies, and all their distribution partners to digitize the distribution of their products. Providers can create without IT development subscription paths...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Take a leap towards better time and resource management with Caprivis CapEx software and get 360 degrees of control over your CapEx
Caprivi offers a complete Capital Management solution that can help automate CapEx processes from Budgeting to Post Investment review. Use our CapEx Software to allocate capital and track where your money is going.
Caprivi offers a complete Capital Management solution that can help automate CapEx processes from Budgeting to Post Investment review. Use our CapEx Software to allocate capital and track where your...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations.
AML360 represents a single compliance dashboard enabling businesses to manage all their AML compliance obligations on a single platform. From the dashboard businesses can carry out customer profiling, transaction monitoring, business risk assessments, compliance reviews, geography analysis, PEP and Sanctions screening, senior management reporting. AML360 is next generation software technology. We provide solutions to small, medium and large organisations at competitive pricing. Get in touch.
AML360 represents a single compliance dashboard enabling businesses to manage all their AML compliance obligations on a single platform. From the dashboard businesses can carry out customer profiling,...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Obsidian SmartDocs è la soluzione leader nel settore degli abbonamenti elettronici e dei documenti KYC per le società d'investimento.
SmartDocs è una soluzione elettronica per i documenti KYC e degli abbonamenti. Gli intuitivi moduli web eliminano gli errori, le omissioni e gli scambi ripetuti con i clienti. L'opzione di firma elettronica ne incrementa ulteriormente la praticità. I dati inseriti nei documenti vengono archiviati negli archivi KYC segnalando le scadenze imminenti e le scadenze degli ID e vengono utilizzati per pre-compilare tutti i documenti futuri in modo da garantire una riduzione pari al 98% del tempo necessario per i documenti complessi. Altri prodotti di Obsidian Suite comprendono: portali IR, business intelligence, CRM e molto altro!
SmartDocs è una soluzione elettronica per i documenti KYC e degli abbonamenti. Gli intuitivi moduli web eliminano gli errori, le omissioni e gli scambi ripetuti con i clienti. L'opzione di firma...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
A complete wealth management platform with everything you need to run your firm. Robust custodian and technology integrations.
All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to investment advisors, brokerage firms, and banks.
All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks.
Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks.
Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Liquidität einfach planen 5 min Setup mit aktuellen Daten aus Ihrer Buchhaltung Automatisierte Cashflow-Prognose und Szenarien
Klare Sicht auf Ihre Liquiditt im Tool flowpilot zeigt den Verlauf Ihres Cashflows als anschauliches Diagramm. Sie sehen sofort, wie sich Ihre Zahlungsfhigkeit entwickelt hat und knnen Ihre Liquidittt verbessern. Nie wieder Excel! Einfach in die Zukunft planen Mit wenigen Clicks planen Sie Ihre Liquiditt im Tool und legen Szenarien bis zu fnf Jahre in die Zukunft in der Software an. Und immer aktuell durch importierte Buchhaltungsdaten. Fundierte Entscheidungen mit Finanzplanung!
Klare Sicht auf Ihre Liquiditt im Tool flowpilot zeigt den Verlauf Ihres Cashflows als anschauliches Diagramm. Sie sehen sofort, wie sich Ihre Zahlungsfhigkeit entwickelt hat und knnen Ihre Liquidittt...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Fitsyn is a white-label, full suite front-end CRM that simplifies your sales cycle and helps your business convert more leads.
Fitsyn is a white-label cloud base software that provides full feature Customer Relationship Management (CRM) functionality to the user. Our full suite of products streamlines your sales cycle to create, engage, and manage leads. Our core focus is improving your conversions and growing your transactions. The Fitsyn platform is unique in providing the most ethically sound loan software in the marketplace that has end-to-end transparency at every step of the process with the customer.
Fitsyn is a white-label cloud base software that provides full feature Customer Relationship Management (CRM) functionality to the user. Our full suite of products streamlines your sales cycle to...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Italia Prodotto locale
Soluzione modulare per il mercato finanziario al dettaglio per semplificare la gestione dei prodotti finanziari e il controllo del ciclo di vita dei prestiti.
Soluzione modulare per il mercato finanziario al dettaglio per semplificare la gestione dei prodotti finanziari e il controllo del ciclo di vita dei prestiti.
Soluzione modulare per il mercato finanziario al dettaglio per semplificare la gestione dei prodotti finanziari e il controllo del ciclo di vita dei prestiti.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Gestisci il tuo credito e i rischi attraverso l'analisi predittiva e la creazione di report. Questa soluzione scalabile ti permette di avere i dati di Dun & Bradstreets sempre a portata di mano.
Sfrutta i rapporti sul credito aziendale di D&B e l'analisi predittiva per gestire il rischio di credito commerciale dei tuoi clienti e far crescere la tua attività. Imprese di grandi dimensioni: unisci i dati della tua contabilità clienti con i dati di D&B per valutazioni dettagliate del rischio con D&B Credit Advantage. Automatizza le decisioni sul credito con D&B Credit Premium. Piccole imprese: Credit Essentials è progettato per permettere alle piccole imprese di eseguire controlli del credito e concordare nuovi termini di credito, conoscere il punteggio della propria azienda e i limiti di credito consigliati.
Sfrutta i rapporti sul credito aziendale di D&B e l'analisi predittiva per gestire il rischio di credito commerciale dei tuoi clienti e far crescere la tua attività. Imprese di grandi dimensioni:...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Financial management platform that helps businesses in the finance sector manage stocks, mutual funds, and cash flow statements.
Financial management platform that helps businesses in the finance sector manage stocks, mutual funds, and cash flow statements.
Financial management platform that helps businesses in the finance sector manage stocks, mutual funds, and cash flow statements.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
MetaTrader 5 platform offers a turnkey solution for mutual funds, prop trading, and investment companies right out of the box.
Create a multi-asset infrastructure on a single platform in a couple of days. You no longer need separate terminals with standalone analytics. MetaTrader 5 is the only solution which allows the combining of different markets within a single platform, the gathering of the general statistics, while it also enables full control over any number of funds. Ultimately, such capabilities can assist in earning the trust of potential and existing investors.
Create a multi-asset infrastructure on a single platform in a couple of days. You no longer need separate terminals with standalone analytics. MetaTrader 5 is the only solution which allows the...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Kovair ALM is an integrated ALM platform to develop versatile software with superior quality in a cost-effective manner.
Kovair ALM software is a powerful, all-in-one solution platform that enables your application teams to plan, build, and deliver dependable applications that drive innovation and improve customer satisfaction while also providing visibility across all enterprise projects and the entire application lifecycle. Kovair ALM is ideal at improving visibility and traceability across local and distributed teams, ensuring complete visibility of the moving parts of today’s applications.
Kovair ALM software is a powerful, all-in-one solution platform that enables your application teams to plan, build, and deliver dependable applications that drive innovation and improve customer...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Software that helps community banks, regional banks, and credit unions deliver mobile enrollment and online banking services.
Q2 offers electronic banking solutions that make the competitive difference for you. By leveraging electronic banking software across a single technology platform, you can deliver unified online, voice and mobile banking services from a single application. Q2 provides financial institutions leading-edge technology and unmatched customer service with feature-on-demand capabilities for retail and commercial banking.
Q2 offers electronic banking solutions that make the competitive difference for you. By leveraging electronic banking software across a single technology platform, you can deliver unified online,...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.
Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.
Portfolio management system for investment advisors that provides a combination of web-based software and personalized service.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Analytics platform that helps businesses identify risks and opportunities by leveraging their data.
Analytics platform that helps businesses identify risks and opportunities by leveraging their data.
Analytics platform that helps businesses identify risks and opportunities by leveraging their data.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Questis helps businesses become life-changing employers by helping employees solve the root causes of their financial stress.
Questis is a workforce financial empowerment company providing a complete personal finance solution that benefits people, employers, and advisors. We help businesses become life-changing employers by helping employees solve the root causes of financial stress. Our innovative solution meets people at the paycheck with solid behavioral science, personalized, predictive planning, real-person coaching, and a modern, friendly user experience. Learn more at myquestis.com.
Questis is a workforce financial empowerment company providing a complete personal finance solution that benefits people, employers, and advisors. We help businesses become life-changing employers by...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Market intelligence search software based on linguistic algorithms to identify data points, company details and business trends
AlphaSense is a revolutionary market intelligence platform for professionals. Leverage internal content with business and market content, including broker research, company data, earnings data, and 1,000s of publications in real-time. Our AI semantic search captures variations in human language, recognizing millions of terms and their synonyms across companies, industries, topics and trends. With AlphaSense, corporations and financial firms make confident decisions quickly and efficiently.
AlphaSense is a revolutionary market intelligence platform for professionals. Leverage internal content with business and market content, including broker research, company data, earnings data, and...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
CashPooler gained the confidence of many large corporate groups (Danone, IBM, Total, Airbus Group, Macif, Thales, EDF, Carrefour... )
CashPooler is the first full Web payment and collection factory. The software can manage all kinds of operations and financial flows to offer the corporate treasurers a wide view of the financial situation of the group holding and entities. With its comprehensive import/export module, CashPooler manages all types of files and formats and can communicate with banks with any protocol through the CashCom banking module.
CashPooler is the first full Web payment and collection factory. The software can manage all kinds of operations and financial flows to offer the corporate treasurers a wide view of the financial...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy
Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy
Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Financial services management solution that provides financial insights about customers, suppliers and more.
Financial services management solution that provides financial insights about customers, suppliers and more.
Financial services management solution that provides financial insights about customers, suppliers and more.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
RelPro is our B2B relationship intelligence solution. RelPro helps you find, learn about and stay in touch with key decision-makers
RelPro delivers comprehensive contact data, targeted intelligence, and actionable insight on B2B decision-makers and their companies, on demand, aggregated from multiple best-in-class sources. RelPros easy-to-use technology adapts to your workflow and streamlines research, prospecting and lead generation tasks. RelPros auto-research, workflow integrations and easy-to-use interface make quick work of previously time-consuming tasks.
RelPro delivers comprehensive contact data, targeted intelligence, and actionable insight on B2B decision-makers and their companies, on demand, aggregated from multiple best-in-class sources....

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Cognito is a white label chatbot platform that enables banks to provide personalized, on-demand banking experiences at scale.
Cognito is an enterprise-ready chatbot platform that enables on-demand, contextual banking experiences. It brings personalized banking services to the digital native customers who prefer round-the-clock access to their financial information on Facebook Messenger, Viber or Telegram over searching through bank websites and clunky applications.
Cognito is an enterprise-ready chatbot platform that enables on-demand, contextual banking experiences. It brings personalized banking services to the digital native customers who prefer round-the-clo...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning.
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Italia Prodotto locale
Regulatory and Matrix reporting for Bank of Italy
ERMES is a web-based software compliant with the Bank of Italys Puma 2, designed by SEFIN for the generation of the Regulatory report and the management of the communication with the Central Credit Risk. the solution envisages: · Centralised record management (Anacen) · Banca dItalia Central Credit Register record management · Management of messages and communications · Continuous message receipt/communication dispatch phases · Return flow from Anacen (centralised register)
ERMES is a web-based software compliant with the Bank of Italys Puma 2, designed by SEFIN for the generation of the Regulatory report and the management of the communication with the Central Credit...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Make smart corporate finance a competitive advantage now. FinCompare always has the right solution.
Make smart corporate finance a competitive advantage now. FinCompare always has the right solution.
Make smart corporate finance a competitive advantage now. FinCompare always has the right solution.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Modular internal control system that helps financial institutions to automate data source monitoring and data analysis.
Modular internal control system that helps financial institutions to automate data source monitoring and data analysis.
Modular internal control system that helps financial institutions to automate data source monitoring and data analysis.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
FINMATEX is a next level fintech intelligence platform for building mobile banking apps with conversational AI chatbots.
FINMATEX is a Fintech Intelligence Platform with extensive possibilities for building and managing own-branded sophisticated mobile apps charged by a full spectrum of finance-related features from managing banking and investment accounts to AI-based Personal finance management. FINMATEX is an all-in-one solution that enables Financial Organizations to offer their customers both full-cycle finance management and exceptional AI-based customer experience.
FINMATEX is a Fintech Intelligence Platform with extensive possibilities for building and managing own-branded sophisticated mobile apps charged by a full spectrum of finance-related features from...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Easy-to-use tools for creating, managing, and analyzing customer acquisition funnels.
Easy-to-use tools for creating, managing, and analyzing customer acquisition funnels.
Easy-to-use tools for creating, managing, and analyzing customer acquisition funnels.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions.
Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions for securities markets, financial services institutions, stockbrokers and retail investors.
Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions for securities markets, financial services institutions, stockbrokers and retail investors.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
A comprehensive and intuitive investor CRM and targeting platform for corporate investor relations teams to optimise.
IR.Manager is a comprehensive and intuitive investor relationship management and targeting platform. With IR.Manager, you can optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports.
IR.Manager is a comprehensive and intuitive investor relationship management and targeting platform. With IR.Manager, you can optimise your IR team workflow and efficiently manage relationships with...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Saphetys interchange solution allows companies to send and receive documents like purchase orders, forms and invoices.
Saphetys interchange solution allows companies to send and receive documents like purchase orders, forms and invoices to and from clients and suppliers, in a dematerialized way, complying with all legal and business requirements.
Saphetys interchange solution allows companies to send and receive documents like purchase orders, forms and invoices to and from clients and suppliers, in a dematerialized way, complying with all...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Italia Prodotto locale
ObjectWay

ObjectWay

(0) Italia Prodotto locale
Financial and digital software for banking.
Financial and digital software for banking.
Financial and digital software for banking.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Our new web-based platform offers a seamless and intuitive workflow for portfolio development and client communication.
This comprehensive, fully-integrated solution acts as a central platform for sharing up-to-date strategies, client information, analysis, and branding. Using pre-defined portfolios as defined by you and your Investment Team, client-facing advisors can make adjustments as permissioned and develop custom proposals and reports for both existing and potential clients. -Generate reports -Run wealth simulations -Perform scenario analysis -Manage user permissions -Define your strategies
This comprehensive, fully-integrated solution acts as a central platform for sharing up-to-date strategies, client information, analysis, and branding. Using pre-defined portfolios as defined by you...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Wealth and Asset Management solution for private banks and family offices + fund management one stop solution.
Wealth and Asset Management solution for private banks and family offices + fund management one stop solution.
Wealth and Asset Management solution for private banks and family offices + fund management one stop solution.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Integro CX is an innovative portal and dashboard technology solution to meet the unique needs of wealth managers and providers.
Integro CX is an innovative portal and dashboard technology solution to meet the unique needs of wealth managers and providers.
Integro CX is an innovative portal and dashboard technology solution to meet the unique needs of wealth managers and providers.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Leveras is an emerging fintech solutions provider in the Middle East, with a roster of clients from around the globe.
Fintech was designed to cater to all businesses, in efforts to revolutionise the way we interact with one another and handle our finances. Leveras by Loyica is our contribution to this vision. This is a comprehensive fintech solutions system that is backed up by a support team around the clock. It is also completely cloud-based, which means that it is ready for immediate deployment anytime.
Fintech was designed to cater to all businesses, in efforts to revolutionise the way we interact with one another and handle our finances. Leveras by Loyica is our contribution to this vision. This...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Innova Microfinances - SaaS based Micro-Credit Evaluation Specialist
Innova Micro finances is a SAAS based financial platform specialized in micro-credit evaluation. It is built to help micro and small businesses with improving productivity and reducing risk rates. This solution helps in evaluating loans for micro and small businesses using INDE [1] methodology, which has a proven risk rate of less than 3%. This solution uses artificial intelligence models to evaluate customers and allow easy integrations with third-party tools and core systems.
Innova Micro finances is a SAAS based financial platform specialized in micro-credit evaluation. It is built to help micro and small businesses with improving productivity and reducing risk rates....

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Neurona ofrece un Motor de Pagos y recaudos en modalidad SaaS para Entidades Financieras que los conecta a redes ACH y de bajo valor.
Neurona ofrece un servicio nube en modalidad SaaS que cubre la cadena de valor interna de transferencias de dinero, partiendo de un poderoso Motor de Pagos y recaudos que se conecta con canales masivos (Batch) o canales en línea, permite conectar al Core de la entidad con redes externas como ACH, redes de bajo valor como tarjetas, billeteras y otros; El Motor de Pagos se complementa con 14 módulos adicionales, entre los que se encuentra un Portal Transaccional, PSE y Transfiya.
Neurona ofrece un servicio nube en modalidad SaaS que cubre la cadena de valor interna de transferencias de dinero, partiendo de un poderoso Motor de Pagos y recaudos que se conecta con canales...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Platform designed to control the cash flow, reconciliation processes and accounting.
Platform designed to control the cash flow, reconciliation processes and accounting.
Platform designed to control the cash flow, reconciliation processes and accounting.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
For Telcos to become a financial institution by offering money transfers, bill payments, digital payments and more.
Tmob's MFS platform is created for the world's global GSM operators and e-money licensed companies to turn them into financial institutions. From pre-paid mobile top-ups to bill payments, you can offer financial services to the underbanked and unbanked customers. Our cloud-based solution is secure, reliable and flexible. Check out full feature list on our website.
Tmob's MFS platform is created for the world's global GSM operators and e-money licensed companies to turn them into financial institutions. From pre-paid mobile top-ups to bill payments, you can...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Our product enables the automation of (credit) decision-making processes and scalability of businesses.
CAM Financial Services helps banks and financial service providers like factoring, leasing, and others automate (credit) decision-making processes. Enables scaling businesses. Standard interfaces give access to data from information agencies, credit insurers and other service providers and allow controlling master data, risk and limit management. In addition, the software supports with KYC and compliance tasks as well as with the management of dunning and debt collection.
CAM Financial Services helps banks and financial service providers like factoring, leasing, and others automate (credit) decision-making processes. Enables scaling businesses. Standard interfaces...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Multi-Asset Trading API automates trade submissions, reporting, allocations and track order statuses.
ETNA Stock Trading API is designed to help FinTech firms build digital wealth management apps that require live trading, fractional shares and real-time market data. Online brokers, FinTechs, portfolio managers, digital advisors and roboadvisors take advantage of leveraging Trading API to automate trade submissions, reporting, trade allocations and track order statuses, positions and account balances.
ETNA Stock Trading API is designed to help FinTech firms build digital wealth management apps that require live trading, fractional shares and real-time market data. Online brokers, FinTechs,...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Jenji is a leader in professional expense management. Its real-time, mobile solution makes financial analysis easy!
Jenji is one of the leaders in professional expense management and dematerialization solutions for companies. It offers management solutions for expense reports, lump-sum indemnities and professional expenses designed for medium and large companies. Jenji has reinvented expense management solutions by relying on Cloud and AI technologies to create a user interface accessible across devices, everywhere in the world, giving Finance departments real-time and consistent data.
Jenji is one of the leaders in professional expense management and dematerialization solutions for companies. It offers management solutions for expense reports, lump-sum indemnities and professional...

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Stock monitoring tool to streamline market insights and stock analysis via spikes scanner, dips & crashes, performance tracker & more.
Stock monitoring tool to streamline market insights and stock analysis via spikes scanner, dips & crashes, performance tracker & more.
Stock monitoring tool to streamline market insights and stock analysis via spikes scanner, dips & crashes, performance tracker & more.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Soluzione completa di servizi finanziari per prestiti, locazioni e altro.
Soluzione completa di servizi finanziari per prestiti, locazioni e altro.
Soluzione completa di servizi finanziari per prestiti, locazioni e altro.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi
Personalized insights for clients and businesses.
Personalized insights for clients and businesses.
Personalized insights for clients and businesses.

Caratteristiche

  • Gestione del rischio
  • Gestione della conformità
  • Coinvolgimento dei clienti
  • Gestione delle prestazioni
  • Gestione dei canali
  • Creazione di report/analisi