Client On-Boarding Systems
Client & Channels Management Software
Financial Software Directory
Client on-boarding systems and solutions from vendors listed on our directory. Our platform supports research and evaluation of software technology enabling you to analyse and compare functionality for client on-boarding for investment funds, wealth managers and banks incorporating anti money laundering compliance.
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CRM Core Features
Define required CRM functionality e.g. client on-boarding, KYC, relationship management, client account operations, portfolio and performance operations.
CRM Core Features
Client Lifecycle Management
Regulatory Compliance Management
Investment advisor support
How do you want it delivered, on your infrastructure managed by you or full hosted and managed by someone else. The industry is moving towards the latter.
On Premises Installation
Hosted / ASP / Private Cloud
Multi-Tenanted SaaS / Cloud
Citrix supported ?
Please describe multi-location / international deployment options
ETP C-Box is the world's most advanced platform to automate certification of all inbound connectivity for exchanges, MTFs and brokers. - At a ...
Singletrack Edge is a sell side client engagement platform, designed exclusively for capital markets firms with tools for Sales and Trading, ...
GoldenSource Entity Master
The GoldenSource Entity Master enables faster and more efficient client onboarding, a major competitive advantage to your business. With a ...
The Appway Platform empowers organizations to move beyond automation toward ongoing digital transformation. With its seamless orchestration ...
Front Office is an integrated, role-specific, multi-channel solution, designed to support your daily interactions and long-term relationships ...
GoldenSource Customers is a leading Master Data Management (MDM) solution for customer and counterparty data. Customers & Counterparties acts ...
OFS eXimius Portfolio Manager
Objectway Financial Software
OFS eXimius Portfolio Manager is a multi-channel, multi-entity, multi-device, integrated and customisable software platform, that provides ...
CRM - Investor Relations, Fund Raising and Deal Tracking
Vertice Technologies - AltaReturn
AltaReturn’s CRM includes far more than just the basic email addresses and phone numbers: it is a powerful investor database, an integrated ...
Multifonds Global Investor
Multifonds Global Investor is the leading end-to-end investor servicing and transfer agency software supporting more than 20 fund domiciles ...
Advent Portfolio Exchange (APX)
Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm – from executives to ...
Babel Systems Limited
Babel Systems is an advanced web-based modular platform for automated real time processing of equities, bonds and funds. Its modular design ...
Axia is the web-based, omni-channel solution for Wealth Management developed by Profile Software. It offers affordable, first-class, ...
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