SOLIAM

SOLIAM

VERMEG
Third Financial

Third Financial

Third Financial Software
+
+

Related Products

  • Allvue
    5 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Sharesight
    500 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Blockdaemon
    2 Ratings
    Visit Website
  • WorkBright
    414 Ratings
    Visit Website
  • SBS Banking Platform
    21 Ratings
    Visit Website
  • Interfacing Enterprise Process Center (EPC)
    56 Ratings
    Visit Website
  • EHS Hero
    38 Ratings
    Visit Website

About

SOLIAM by Vermeg is a comprehensive core solution offering real-time oversight of investments, tailored for Asset Owners and Wealth Managers. It supports multi-custodian and multi-account keeping, facilitating efficient front-to-middle office process management. For Asset Owners, SOLIAM provides a unique platform for position-keeping, financial decision-making, and regulatory compliance (MIFID II, Solvency II, IFRS 9), along with 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 enhance operational efficiency, reduce risks, and offer scalability and regulatory compliance.

About

Designed to meet your needs. And exceed your expectations. Gain significant operational efficiencies for your wealth business through consolidating your multiple platform relationships to operate your own multi-asset, multi-currency investment platform. Take back full control of your client proposition through reflecting your own brand, your own investment solutions and your own platform fee. Lose the administration overhead and adviser support burden associated with other platform providers. We own and control our technology, and drive the highest levels of automation across the platform. Our flexible APIs are pivotal to the timely and electronic exchange of data on a 2-way basis with external parties and more critically, in reducing the dual-keying burden assumed by your business. For wealth businesses utilizing Intelliflo Office as their back office system, the platform features a real-time, 2-way interface to Intelliflo Office for the electronic submission of all client.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Asset owners, wealth managers, financial institutions, and regulatory/compliance teams seeking efficient, compliant investment management solutions.

Audience

Wealth businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

VERMEG
Founded: 1993
Netherlands
vermeg.com

Company Information

Third Financial Software
Founded: 2008
United Kingdom
www.thirdfin.com

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)

Alternatives

Axia Suite

Axia Suite

Profile Software
MoneyWare

MoneyWare

Miles Software (EbixCash)
Contemi Wealth Intelligence

Contemi Wealth Intelligence

Contemi Solutions
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim SOLIAM and update features and information
Claim SOLIAM and update features and information
Claim Third Financial and update features and information
Claim Third Financial and update features and information