Calypso Technology offers one of the world’s few truly cross-asset back office derivatives and treasury management systems, designed to meet the needs of a wide range of financial institutions, from large global banks to boutique hedge funds to corporate to exchanges to treasury services... Read More
BRT is the only financial planning tool offering client education, goals-based analysis and presentation materials in one application. It offers a fast and easy solution for motivating prospects, educating clients and preparing financial plans. Read More
We strongly believe that everyone should have a backup solution for not just one or two of their computers - but ALL of their computers. Backup for Workgroups is the only disk-based backup software specifically designed for the small to medium business market, a segment that other backup... Read More
Proxy & Regulatory Communications Our proxy management expertise supports your business in meeting current and future regulatory requirements, helping to maximize transparency, mitigate risk, and reduce costs. Client & Marketing Communications We offer a comprehensive, technology-forward... Read More
BDOS (Broker Dealer Operating System) is a software product that fully combines the Financial and Operational (as in FOCUS) aspects of back office operations for the introducing BD. It provides an extensive degree of management control, is affordable and significantly reduces cost. For over 20... Read More
InfoGrow Corporation has transformed Microsoft Dynamics CRM and adapted it to fit the business needs of an insurance industry segment striving to stay abreast of the challenging economic climate and healthcare reform issues facing their customers. Employee Benefits Agencies can redefine... Read More
Firm58's Billing solution provides immediate visibility into revenue streams, improves transparency and customer satisfaction, and automates and expedites full-cycle billing activities. Automated bill calculation, cost-plus billing, bill generation/presentation, and collection and payment... Read More
BIRT iHub Content Services for Customer Communications Management (CCM) is a holistic solution that manages high volume customer communications and document management. It delivers an integrated solution for enterprises to design, process, store and deliver intelligent customer communications... Read More
Independent advisors need innovative technology combined with data they can rely on, backed by exceptional service. To achieve greatness your way, you need a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing, combined with outsourced daily... Read More
Web-hosted bond calculator that supports calculation and analysis of US treasury, agency, corporate, CD, and municipal securities including fixed-rate securities, interest at maturity, stepped coupon, preferreds, perpetual preferreds, and notes. It calculates a variety of values including the... Read More
Bond Trades Reported on FINRA TRACE XigniteBondsFile offers prices for every bond trade reported to FINRA TRACE for portfolio accounting applications, bond analysis tools such as Matlab and R, and other applications that use or display fixed income data. Key... Read More
The BondTrack skill for Alexa acts as your virtual bond trading assistant. It allows you to ask for specific information about bonds that Alexa will lookup and relate verbally and through a skill card in the Alexa app. Read More
The Robert E. Nolan Company provides comprehensive BPM consulting services which are built upon our proven methodologies. Our services include process design, business and technology requirements, business/technology integration, and measurement design. In addition, we help companies select and... Read More
Embedded within BP Logix workflow software is a highly collaborative, web-based content/document management system. It provides the functionality an organization needs to manage and secure documents and digital content, supporting users in all stages of the document lifecycle. The document... Read More
BroadBand Scout provides carriers, municipalities and network providers with a precise and unbiased view of the U.S. broadband landscape. • BroadBand Scout sees Internet connections throughout the United States. • It analyzes millions of online transactions that link a consumer's physical... Read More
Broadridge offers banks, retail, institutional and discount brokerage firms, and correspondent clearing firms, a wide range of cost-effective and scalable multi-entity, multi-currency securities processing solutions. Broadridge’s Brokerage Processing Services set the standard as the industry’s... Read More
Brokereach is a low-cost, risk-free trading system that allows the buy side instant access to brokers' desk and algorithmic execution services. Brokereach.com for brokers: - Use Brokereach.com as an interim solution to receive orders from clients while FIX connectivity is being established. -... Read More
Broker's Ally is the leading CRM software for investment advisors, brokers and their sales and support assistants. Enables users to maintain comprehensive database of clients, prospects, leads and their profiles, contact dates, notes, interests, and personal details. Very specialized software... Read More
Eze Castle Integration provides hedge funds and investment firms the full spectrum of business resiliency and protection solutions. Our offering includes: Backup & Recovery Eze Vault provides hedge funds and investment firms a highly reliable and secure data backup and recovery solution... Read More
Traditional Business Intelligence (BI) Software is not getting the job done today. The volume and velocity of data pouring in coupled with shrinking timeframes to assimilate, understand and act on the findings make this problem very challenging. While first generation BI software was... Read More
AutoPilot M6 TransactionWorks™ automatically performs all of the tasks required for complete transaction message flow management. Based on Nastel's proven virtual complex event processing (CEP) engine, TransactionWorks raises the best-of-breed bar for real-time transaction monitoring across... Read More
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