Global EN
We use innovative technology, data-driven insights, and our advisory and implementation services to meet the unique needs of asset managers.
Deliver change and efficiencies to your processes, leveraging your client data across the full lifecycle, from prospecting and onboarding to trading.
Our client prospecting solutions enhance a bank’s ability to perform prospecting by:
Our account onboarding and Know Your Customer (KYC) solutions collect essential information for downstream compliance, anti-money laundering and fraud regulations. We deliver:
Wealth managers need to establish client suitability and determine whether an investment decision is in the best interest of the customer and complies with regulations.
Our efficient suitability solutions include:
Open multiple accounts for numerous clients in the same account linked group. We deliver:
Deliver change and efficiencies to your processes, leveraging your client data across the full lifecycle, from prospecting and onboarding to trading.
1/4
Our client prospecting solutions enhance a bank’s ability to perform prospecting by:
2/4
Our account onboarding and Know Your Customer (KYC) solutions collect essential information for downstream compliance, anti-money laundering and fraud regulations. We deliver:
3/4
Wealth managers need to establish client suitability and determine whether an investment decision is in the best interest of the customer and complies with regulations.
Our efficient suitability solutions include:
4/4
Open multiple accounts for numerous clients in the same account linked group. We deliver:
We can help consolidate multiple legacy trading mainframe systems, standardize data and services across multiple asset-classes, and migrate your advisors and your clients to more modern and resilient platforms.
Our single, modern platform empowers clients’ investment management businesses to deliver industry-leading client service through one centralized digital touchpoint.
Our solutions for assessing environmental, social and governance (ESG) impact include:
We can help consolidate multiple legacy trading mainframe systems, standardize data and services across multiple asset-classes, and migrate your advisors and your clients to more modern and resilient platforms.
1/2
Our single, modern platform empowers clients’ investment management businesses to deliver industry-leading client service through one centralized digital touchpoint.
2/2
Our solutions for assessing environmental, social and governance (ESG) impact include:
We offer modern business insights, digital tools and portals for advisors and clients, fueled by better ideation.
Our client insights include:
We offer tech-driven models for financial advisors that:
Our chatbots can be used by financial advisors for annotating existing data sets and creating training data for NLP models to:
We offer modern business insights, digital tools and portals for advisors and clients, fueled by better ideation.
1/3
Our client insights include:
2/3
We offer tech-driven models for financial advisors that:
3/3
Our chatbots can be used by financial advisors for annotating existing data sets and creating training data for NLP models to:
Regulators expect wealth managers to demonstrate operational and cyber resilience and proactively engage with changing rules and expectations.
Our real-time portfolio risk monitoring and assessment offers:
Our next generation Global Rules Engine automates pre-trade compliance checks and:
Regulators expect wealth managers to demonstrate operational and cyber resilience and proactively engage with changing rules and expectations.
1/2
Our real-time portfolio risk monitoring and assessment offers:
2/2
Our next generation Global Rules Engine automates pre-trade compliance checks and:
Australia 
Canada 
Canada 
France 
Hong Kong 
India 
Japan 
Luxembourg 
Saudi Arabia 
Serbia 
Singapore 
Switzerland 
The Netherlands 
United Arab Emirates 
United Kingdom 
United States