Alternatives to Cube Platform
Compare Cube Platform alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Cube Platform in 2026. Compare features, ratings, user reviews, pricing, and more from Cube Platform competitors and alternatives in order to make an informed decision for your business.
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1
HSI Donesafe
Donesafe
HSI Donesafe is a no-code, cloud-based EHS software that simplifies safety, compliance, and risk management, transforming complex processes into user-friendly workflows. Trusted by industries worldwide, Donesafe allows organizations to track, manage, and report on essential EHS functions from one central platform. Our software adapts to your team’s style, enhancing everyday workflows with effortless compliance and smooth operations. Keep pace with evolving regulations and standards, from incident reporting and audits to training and risk assessments with Donesafe. Unlock peace of mind with: - Workflows that flex to meet ever-changing regulations - Instant insights, keeping you confident in real-time safety tracking - A scalable platform that grows in step with your team’s journey - Simplified compliance that makes audits and reporting a breeze Put safety at the heart of every day with HSI Donesafe; protect your team, simplify compliance, and ensure everyone goes home safe. -
2
Predict360
360factors
Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC. -
3
ClusterSeven
Mitratech
With ClusterSeven Shadow IT Manager, gain control over the hidden spreadsheets and other data assets that put your enterprise at risk. Discover and manage the hidden, sensitive spreadsheets, applications, and data assets that lie outside of IT’s control – and create risk. Now you can easily and efficiently capture and maintain an inventory of the files your organization relies upon and monitor who’s making changes, helping you meet audit and compliance requirements and prevent problems before they impact your enterprise. Classify the risks associated with your newly discovered EUC files and organize them in a centralized database. Once you’ve established the spreadsheets your organization is using, you can carry out a deeper risk analysis on critical files using rules that matter to your business, such as the complexity of a formula or macro, use of sensitive terms in the file like “confidential,” inclusion of unprotected client or personal data, or the presence of hidden worksheets. -
4
SwissMetrics
SwissMetrics
SwissMetrics is a FinTech from Switzerland whose purpose is to transform the way companies monitor their counterparty risk exposure – a single platform solution for onboarding, compliance and credit risk monitoring. Developed by finance professionals, the platform is designed to promote smarter collaboration between finance and non-finance teams, in pursuit of a common goal – maximising value through risk mitigation. Being customer centric, SwissMetrics is focused on optimising user experience through practical, innovative and forward looking tools. And while enabling the effective monitoring of the financial health of your customers, suppliers and acquisitions, SwissMetrics further enriches your compliance function. -
5
RiskWatch
RiskWatch
RiskWatch risk assessment and compliance management solutions use a survey-based process for physical & information security in which a series of questions are asked about an asset and a score is calculated based on responses. Additional metrics can be combined with the survey score to value the asset, rate likelihood, and impact. Assign tasks and manage remediation based on survey results. Identify the risk factors of each asset you assess. Receive notifications for non-compliance to your custom requirements and any relevant standards/regulations.Starting Price: $99/month/user -
6
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
7
Corporater Business Management Platform
Corporater
Corporater enables medium and large organizations to manage their business with integrated software solutions for Governance, Performance, Risk, and Compliance (GPRC) built on the Business Management Platform. Seamlessly manage the areas of GPRC with a single tool. Gain clear view of business performance and strategy health. Keep track of inherent and residual risk values based on the accomplishment of control actions. Manage multiple regulatory compliance frameworks and regulations. -
8
Dukascopy
Dukascopy
Dukascopy Bank is based in Geneva, Switzerland and is the Head Office of Dukascopy Group. As such, Dukascopy Bank exercises consolidated supervision from Switzerland over its Group entities, ensures adequate liquidity, risk diversification and capital adequacy at Group level. Dukascopy Bank's detailed description is available at web page. All Group entities are fully and directly owned by Dukascopy Bank. Dukascopy Bank is regulated by the Swiss Financial Market Supervisory Authority FINMA both as a bank and a securities firm. The Dukascopy trading platform (JForex) provides an array of tools for risk management and control over the order execution. Clients may trade billions of dollars in a secure "one-click" trading environment. Support is provided on a 24/5 basis. In case of need, clients may pass orders over the phone. In addition to trading on Forex, precious metals and CFD (on various underlyings), Dukascopy Bank provides a trading platform for binary options on stocks and Forex. -
9
Assetmax
Fimax AMS
Manage portfolios across several custodians with readily available data and in compliance with customer objectives and regulations. Assetmax is leading Swiss software for independent asset managers, family offices and banks with integrated multi custody portfolio management, client relationship management, invoicing and reporting. Assetmax is a trusted solution used by several wealth managers and banks. Comprehensive, sophisticated and integrated software solution. Web-based, can be installed on-premise or in the cloud. -
10
RiskAvert
Profile Software
RiskAvert is a robust risk management solution that assists financial institutions to gather and reconcile data, calculate, aggregate, and report regulatory credit, market, operational, and concentration risk in a natively integrated, yet modular environment. It covers all approaches for operational, market, and credit risk calculation allowing the bank to evolve from a standardized approach to the IRB approaches. The solution also supports XBRL validation and conversion functions for multiple taxonomies. The solution’s comprehensive cube-based MIS reporting engine fully supports market disclosure requirements, while the supervisory review is covered through a holistic stress-testing framework, as well as extensive concentration risk measures and reporting. Full coverage of the EU-CRR/CRD Regulation and its future evolutions. Credit risk capital requirements calculations according to standardized and IRB approaches. -
11
Novus
Novus Partners
Unlock your true potential, starting with data. Novus works with fund administrators, custodians, prime brokers, and portfolio management systems to digitize and organize manager-provided information. Alternatively, retain control with self upload. Any frequency, any transparency level. Through advanced reconciliation technology, Novus verifies the quality and timeliness of crucial portfolio information. Novus knows where and how to intervene to correct data discrepancies and perfect portfolio information. Label, bucket, and analyze data with custom tags. Connect alternative data, such as ESG. Compare public filings from thousands of managers. Leverage Novus’ proprietary indices to track the most popular hedge fund stocks (learn more). -
12
KoreInside
Kore Inc
KoreInside is a private capital markets infrastructure platform designed to help regulated intermediaries execute transactions in a compliant and efficient manner. The platform provides end-to-end support for processes such as clearing, settlement, disbursement, distribution, and investor management. Built for broker-dealers and other market participants, KoreInside helps organizations navigate complex securities regulations while maintaining operational efficiency. The platform connects various stakeholders, including transfer agents, banks, custodians, legal professionals, auditors, and investor relations firms within a unified ecosystem. Through its compliance-focused infrastructure, KoreInside enables private market transactions to be completed with greater transparency and trust. The solution is designed to help firms streamline operations, reduce friction, and support capital formation in private markets.Starting Price: $150 per month -
13
SmartSearch
SmartSearch
SmartSearch is here to make AML, KYC and Identity Verification compliance easy. The most comprehensive features from an AML Provider. By simply entering the individual’s name, address and date of birth, SmartSearch will complete a full AML/KYC check - including automatic worldwide Sanction and PEP screening - giving you a clear pass or refer result in a matter of seconds. International verification is challenging due to regulatory, cultural and technological differences between countries. But thanks to our unique ability to integrate multiple data sources, we can verify international individuals and businesses. After initial AML/KYC checks have been completed, we continue to monitor all clients daily, alerting you if their Sanctions or PEP status changes. We can also complete retrospective checks on clients to ensure your firm remains compliant at all times. -
14
A1 Tracker
A1 Enterprise
A1 Tracker is presented by the vendor as a robust & configurable risk management software offering either stand-alone or fully-integrated risk management software covering many business segments across an organization. Claims & Incident Management Claims & incident reporting for claims of any type: injuries, medical, commercial, customer, insurance, work comp, asset, auto, liability. Risk Management & Threat Assessment: Risk register for tracking risks at any level in an organization, including by entity, project, asset, contract, vendor, division, business, unit, region, and more. Real-time risk reports & heat maps, dashboard metrics, alerts, & notifications. Contract Management: Contract module for tracking contracts of any type with vendors, employees, customers, and any other parties. Insurance Policies & Certificates: Policies & certificates of insurance tracking with reminders & renewals. For agencies & carriers policy management includes tracking clients.Starting Price: $800/month -
15
Riskonnect
Riskonnect
Riskonnect is a trustworthy and reliable Integrated Risk Management system that offers a developing suite of solutions on a world-class cloud computing model, which empowers customers to promote their projects for the administration of all risks across the enterprise. Riskonnect enables organizations to comprehensively grasp, oversee and control dangers, positively affecting shareholder value. Riskonnect's exceedingly configurable technology is perfect for groundbreaking associations confronting increased examination and accountability for corporate governance, strategy, and strategic risk. The incorporated arrangements encourage the capacity to get ready for and respond intelligently to all risks that could potentially hurt an organization and its' competitive position, harm the corporate reputation and limit key development. Once completely incorporated, Riskonnect's features include Auditing, Business Process Control, Corrective Actions (CAPA), Risk Assessment, and Compliance. -
16
ERPLight
ERPLight
ERPLight is the simplest ERP system built specifically for Switzerland. Create professional invoices with Swiss QR payment slips in seconds — no accounting knowledge required. Supports all Swiss banks including UBS, Raiffeisen, PostFinance, Credit Suisse, and all cantonal banks. Key features include quotes, orders, invoices, customer management, expense tracking, and PDF export with custom branding. Create professional quotes and convert them into orders or invoices with a single click. Generate Swiss QR invoices that comply with all banking standards. Track open payments and overdue items at a glance from your dashboard. Capture expenses by photographing receipts directly from your phone. Export a complete ZIP archive with all documents and a PDF summary for your accountant at the end of each period. Customize your invoices with your company logo, colors, and branding to match your corporate identity.Starting Price: CHF 0 (Free Plan) -
17
Direct Claim Solution
Innovative Computer Systems
Claims and Litigation management software for Captive or Risk Retention Group property and casualty claims. Direct Claim Solution is a complete system with claims, policy and vendor management for Self-Insured, Captive or Risk Pool programs. Offers industry specific tools for investigating and analyzing law as well as coverage. Modules for litigation management, subrogation and loss recovery as well as document management included. Merge feature makes for easy letter or email creation. For management, the robust report screen allows multi-conditional querying of claims by exposure type, state of loss, date ranges and policy issuance periods. Vendor isolation feature allows external service providers to access and populate fields in the system as needed to expedite reporting and collaborative analysis. See our website at www.directclaimsolution.com -
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Diligent One Platform
Diligent
The Diligent One Platform (formerly HighBond by Diligent) is the end-to-end GRC platform, designed by industry experts, to create stronger IT security, risk management, compliance, and assurance. Built by industry experts who wanted a better way to work. Diligent One Platform streamlines collaboration across organizations, automates repetitive tasks, and delivers best practices in a seamless, award-winning interface—all powered by ACL Robotics and Rsam technology. Diligent One Platform is made up of a number of different products, each covering a different area of your organizational governance. All together, these products create the collective HighBond software platform. The Diligent One Platform is the only unified solution designed to centralize and unify all your board management and GRC activities. Get a consolidated view of risk across your entire organization. Curate and deliver it right to the board — so they can make better decisions. -
19
twelve Directors Portal
Loomion
Loomion is the preferred Board management software provider when utmost security and reliable performance is required. Loomion's twelve Directors Portal complies with highest banking security standards is based on SharePoint technology. Loomion offers the only reliable solution in the market if the customer wants to have an on-premise installation. Furthermore, it is also offered off-premise as SaaS in our privately-owned data centers in Switzerland, Luxembourg and Germany.Starting Price: $50/month/user -
20
Argo Trading Platform
Argo Software Engineering
Are you planning to start a new crypto market, FX, commodities or stock exchange, alternative trading system, dark pool, block house, hedge fund, brokerage or HFT operations? We will be eager to help! Argo Trading Platform (ATP) is a set of high performance FinTech software components – servers, front-ends, APIs that work in concert to provide core technology for buy-side and sell-side financial institutions. ATP includes ultra-fast order management system (OMS), user friendly desktop and web-based trading screens with charting and technical analysis, algorithmic trading servers, market data distribution and historical market data facility, risk management system, high capacity/low latency matching engine with price-time priority FIFO and pro-rata matching algorithms, implied IN and OUT logic, continuous and call-action trading sessions, Trading APIs, High Frequency Trading (HFT) framework and Reliable Multicast Messaging (RMCast) system. -
21
Satori CCM
Satori
SatoriCCM monitors all your transactions across your entire business to deliver a substantial and measurable return on investment. Too often, it’s only when an organization has been significantly impacted or compromised, does it places importance on CCM. This culture of avoidance and denial, or maybe just a lack of awareness that breaches or fraud might happen, leaves an organization unnecessarily vulnerable to risk. Satori Continuous Control Monitoring (SatoriCCM) is our foundational solution because it ensures total data integrity to protect businesses from unnecessary risks, costly mistakes, and fraud. The assurance of independent continuous monitoring means peace of mind for businesses with medium to high transaction volumes and/or large numbers of employees. SatoriCCM ensures exceptions are addressed in a timely manner, daily or weekly. Exceptions that are presented to the business due to an annual review may not be relevant at the time of reporting. -
22
TreasuryView
emformX GmbH
TreasuryView is a treasury management system (TMS) built for finance teams that have outgrown spreadsheets and need a reliable view of intercompany loans, bank debt, and derivatives — without the complexity of an enterprise implementation. Onboard in minutes.Simple monthly plans. Cancel anytime. The platform consolidates all debt and derivative instruments into a single reporting workspace. Built-in accuracy engine handles interest accruals, amortisation schedules, and derivative valuations automatically. Integrated market data from 30+ global sources feeds directly into the platform — giving finance teams the real-time visibility to model scenarios, spot risk exposure, and act with confidence, not just report after the fact. Finance teams typically reach functional status within hours. No IT projects. No long-term contracts. Professional-grade treasury management at mid-market scale.Starting Price: €250 per month -
23
ForecastThis
ForecastThis
Years of applied machine learning research in collaboration with finance and related industries has led us to push the envelope in robust forecasting and risk optimization. Both in terms of technology and data science process. Despite continued advances in AI, we advocate caution towards "one-size-fits-all" forecasting technologies. Rather, we produce bespoke solutions which excel in the context they were created for. We do this by drawing upon proven principles in a variety of disciplines, including: signal processing, information theory, evolutionary algorithms, deep neural networks and ensemble learning... always underpinned by rigorous traditional statistics and data science. As standard our methods output probability distributions describing every possible combination of outcomes, permitting holistic risk analyses and the quantification of rare or "black swan" events. -
24
La Meer GRACE
La Meer
Work from Home (WFH) has become the new reality with the COVID Pandemic. Ability for staff to work from where ever they are, has become critical for organizations to continue operations, service clients and monitor risks. GRACE is here to help. La Meer’s cloud web based GRACE (governance, risk and compliance for the enterprise) platform comprises of industry specific solutions built by financial market experts for financial market regulations in banks, broker-dealers, wealth advisory, alternate investments and asset management firms. The comprehensive cloud based GRACE suite helps organizations and staff to offer seamless client service with comprehensive oversight, compliance, risk management and assurance for clients from where ever they are. The modular nature of the GRACE platform allows our clients to implement (and pay for) only the modules or functionality they need. -
25
Orchestrade
Orchestrade Financial Systems
Orchestrade is the most modern, cross-asset, front-to-back trading and risk management platform for banks, asset managers and hedge funds in the market. With Orchestrade, you get up and running in weeks, not years – your P&L is accurate and your risk runs in real-time. We are laser-focused on the product, we put our clients first and we deliver on what we promise – keeping you agile and innovative. Remove those operational bottlenecks, increase time to market and let Orchestrade address your regulatory pain points. By leveraging our "Smart Business Events", lifecycle management solution, you are agile and innovative; that's a competitive advantage. When we say our clients come first, we mean it. That’s why we’ve successfully partnered with our clients to build a better product, to deliver fast implementations and to drive superior results. -
26
TS Imagine
TS Imagine
TS Imagine helps companies thrive in capital markets. Our SaaS platform serves all desks and aligns trading, risk and operations to deliver a single source of truth, and brings greater transparency, better efficiency and infinite scalability. The combination of two trusted, best-in-class SaaS platforms creates a new standard in trading, portfolio & real-time risk solutions. TS Imagine reliably streamlines complex and time-consuming workflows across front, middle, and back-office functions. Unifying order management, trade execution, portfolio analytics, real-time risk & compliance, margin, accounting and operations with secure, cloud-based, SaaS delivery. TS Imagine is used by 500 financial institutions and has 400 employees across ten offices worldwide, with IT infrastructure in every region to deliver global reach with stable local presence. -
27
Intellicta
TechDemocracy
Intellicta, TechDemocracy’s brain child, is the first of its kind to deliver a holistic assessment of an entity’s cybersecurity, compliance, risk and governance. It is a singular product capable of predicting potential financial liabilities caused by threats posed by vulnerabilities in cyberspace. Intellicta empowers senior, non-technical business decision-makers to understand, evaluate and measure the effectiveness of their existing cybersecurity, governance, risk, and compliance programs. The platform can be customized to meet every company's unique business requirement. It leverages quantifiable metrics based on established models from ISM3, NIST, and ISO, among others to provide solutions. Intellicta boasts of open-source architecture that aggregates and analyzes every facet of an enterprise’s unique ecosystem, so that it can be integrated and monitored continuously. It can extract critical data from cloud-based, on-premises and third-party systems. -
28
Nirvana Solutions
Nirvana Solutions
One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making. -
29
The Caissa Platform
Caissa
The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform. With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers. -
30
Risk Shell
ABC Quant
Risk Shell is a SaaS risk management and portfolio construction platform for hedge fund of funds and multi-asset investment portfolios. Some of the tools that are included in Risk Shell are: • Quantitative and qualitative asset screening and manager selection • Risk analytics delivering hundreds of statistics • Macroeconomic Scenario Screening™ • Multi-statistic and traditional Peer Group Analysis • Returns-Based Analysis and Holdings-Based Analysis • Portfolio optimization incl. market-neutral portfolio builder • Portfolio What-if analysis • Portfolio marginal risk contribution • Stochastic simulation and stress testing • Risk budgeting • Performance attribution analysis, style analysis and factor analysis • 50+ interactive charts • Shadow accounting for hedge Fund of Funds • CRM & Document management • Due Diligence tools designed for hedge funds -
31
Optimizer
Synertree CMS
Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.Starting Price: $220 per month -
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C1Risk
C1Risk
C1Risk is a technology company and the leading cloud-based, AI, enterprise risk and compliance management platform. Ou vision is to demystify and take the complexity out of risk management. We aim to To simplify your risk and compliance management for you to build and maintain the trust of your stakeholders. C1Risk sets the standard for companies that lead with risk, to win, with a full suite of solutions for a single, affordable price. GRC Regulations and Standards Library Policy Management Compliance Automation Enterprise Asset Management Risk Register and Risk Management Auto-calculated inherent and residual risk scoring Issue Management Incident Management Internal Audit Vulnerability Management Vendor Onboarding and Security Review Vendor Risk Scorecards REST API IntegrationsStarting Price: $18,000 per year -
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Agicap
Agicap
By centralizing your cash flows and automating tasks, Agicap allows you to focus on the essentials, analysis, and decision-making. Build your cash flow forecast and monitor the achievement of your targets. Visualize your cash position by synchronizing your bank accounts and business tools. Improve overall productivity with automated, centralized, and harmonized cash management. Use a comprehensive collaborative tool and consolidate all your data. Anticipate your cash flow at the consolidated level or entity level. Consolidate and monitor your cash flow from multiple banks, entities, and business tools with ease. Set up automated cash forecasts and explore scenarios. Create custom dashboards to improve your analysis and reporting. Let Agicap automatically categorize all your banking transactions. Monitor the differences between the actuals and the forecast in real-time. Build a reliable forecast and make fully informed decisions at the right time. -
34
AsiaNext
AsiaNext
AsiaNext is an institution-only global exchange offering a secure and regulated environment for trading digital assets. Established in 2021 as a joint venture between Japan's SBI Digital Asset Holdings Co., Ltd. (SBI DAH) and Switzerland's SIX Group AG (SIX), AsiaNext caters exclusively to institutional investors, including banks, family offices, asset managers, broker-dealers, prime brokers, hedge funds, and market makers. The platform provides a comprehensive suite of services encompassing listing, trading, clearing, settlement, and custody of a diverse range of securities and non-bankable assets. Headquartered in Singapore, AsiaNext operates under the regulatory oversight of the Monetary Authority of Singapore (MAS), holding both a Recognised Market Operator (RMO) license and a Capital Markets Services (CMS) license. AsiaNext's commitment to robust risk management, regulatory compliance, and corporate governance positions it as a pivotal nexus in the global digital asset ecosystem. -
35
Fidessa
ION
Access all your buy sides and brokers. Execute orders on more than 100 markets. And do everything you need in one solution, from automated low-touch trading to complete order and risk management. Equities trading is more complicated than ever. To grow your business, you need advanced technology that can unify your operations, simplify your workflows, and boost your efficiency. Whether you’re a boutique broker or a global bank, Fidessa gives you everything you need for equities trading in one, integrated solution. With sophisticated algorithmic trading, comprehensive order management, seamless straight-through processing to the middle office, and integration with third-party systems and technologies, our solution has everything you need to trade on equity markets worldwide. Get instant access to more than 6,500 buy-side customers and 600 brokers. Execute orders on more than 100 equities markets. -
36
Riskalyze
Riskalyze
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.Starting Price: $250 per month -
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BlazePortfolio
BlazePortfolio
Implement complex models and monitor asset allocations across portfolios with ease. Manage order flow across multiple custodians, asset and security classes. Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease. -
38
zeb.control
zeb
As diverse as zeb.control is, so are our customers. We offer banks and FinTechs as well as insurance companies individually tailored solutions in the area of control. The solutions can be operated in the cloud or on-site. The era of zero interest rate levels seems to be over, but banks are currently not dealing with an isolated and gradual rate increase. What is the total impact of these developments on European banks and how do capital markets assess the new, potential opportunities for the sector? With zeb.control, you create the basis for the efficient control of your house. From controlling income and risks from the top management's point of view to analysis and planning at customer and account level, you will be supported by the solution in an integrated form in order to fulfill a bank´s or fintech´s very own transformation functions. Our bank management system is individually adapted to your needs.Starting Price: $15000 one-time payment -
39
Portfolio+
Portfolio+
Join Portfolio+, an ecosystem that connects customers with financial service providers for a personalized banking experience. Our consumer-directed banking platform and robust APIs provide bespoke financial services while safeguarding customer privacy. Secure and industry-proven financial software solutions. Let us help you drive business for tech-savvy, hyper-connected financial institutions. Our open banking ecosystem empowers customers as well as monetizes products of financial service providers. Our core banking platform ensures clockwork efficiency in transactions across the banking in Canada. We support our clients with training and consulting services for finance professionals to capitalize on fintech. Portfolio+ is at the forefront of the open banking movement in Canada and has been providing core banking services for 30+ years. Our team of finance and technology professionals develops innovative financial products and services. -
40
Atmantara
Atmantara GmbH
Atmantara is an enterprise AI infrastructure platform built for financial institutions, banks, insurers, and fintechs, to deploy and scale custom ML models securely and efficiently. Designed for regulated, data-rich environments, Atmantara streamlines the full ML lifecycle from ingestion to production through a unified, developer-friendly platform. Prebuilt & custom models for: • Fraud Detection • Credit Risk Scoring • Churn Prediction • Claims Automation • Debt Collection • Portfolio Optimization • Regulatory Compliance • Payment Optimization • Document Understanding • Customer Insights With real-time pipelines, secure model deployment, and full auditability, Atmantara lets your teams operationalize AI with speed and confidence.Starting Price: $199/month -
41
AQMETRICS
AQMetrics
AQMetrics is a leading provider of Software as a Service (SaaS) solutions, catering to tier-one banks, asset managers, fund administrators, and hedge funds. Our regulatory technology platform seamlessly integrates multiple data sources into a standardized 'golden data' format, simplifying the process of responding to regulatory inquiries. Through our cloud platform, AQMetrics offers simple, reliable, and cost-effective solutions for risk management and regulatory compliance. Our integrated risk and regulatory solutions enable clients to stay compliant with existing and emerging regulations. -
42
Winbiz
FIDUCIAL WINBIZ SA
Created in 1992, Winbiz offers a comprehensive software solution dedicated to Swiss SMEs and micro-enterprises. It integrates accounting, invoicing, payroll management, inventory, and other essential functions, all within an all-in-one platform. This solution meets the needs of businesses across all sectors, ensuring structured, reliable management that complies with Swiss requirements. Over 50,000 clients and 1,000 fiduciary and IT partners in Switzerland have already trusted Winbiz, which boasts the largest network of local partners. Customer support, based in Switzerland, provides high-quality assistance and fast responsiveness for local entrepreneurs. With over 30 years of expertise, Winbiz is a recognized standard in Switzerland, supporting the local business environment and offering practical tools for efficient administrative management. Our software is specifically designed for SMEs and micro-enterprises, providing each business with a solid foundation for optimal managementStarting Price: 72 CHF/user -
43
Windham Portfolio Advisor
Windham Capital Management
Windham Portfolio Advisor (WPA), a portfolio optimization and risk management solution, integrates independent and acclaimed research in a suite of applications. Quick and easy, Windham Portfolio Advisor enables users to perform complex analysis. With Windham Portfolio Advisor, users can generate portfolios that satisfy their clients' requirements and their investment goals. Windham Portfolio Advisor provides users with risk management tools to assist them in managing complex sources of portfolios. Armed with innovative research and proprietary risk management, Windham creates and manages portfolios designed to increase the probability of investment success in both resilient and fragile markets. Key inputs to this process are Windham’s proprietary risk measures, which measure risk concentration and statistical similarity to past episodes of market weakness. -
44
Axia Suite
Profile Software
Axia is the award-winning, web-based, omnichannel, MiFID II-enabled Investment Management software. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements. A configurable dashboard for each user role. Client management (client onboarding, CRM, document management, compliance management) Order & transaction processing. Position keeping, evaluation, and cost calculations. Asset allocation, profitability, performance, and risk analyses. Internally & externally managed assets. Consolidated client and management reporting. Fees management. Automated integration with custodian banks and market data feeds. Multi-tenant capabilities. First class, enterprise-wide solution meeting diverse needs. All the functionality needed on a single, fully integrated platform. Saves time on limited and valuable resources by streamlining processes. Automated integration with custodian and market providers. -
45
United Fintech
United Fintech
One vendor, one centralized platform: Skip the hassle of having to contract with multiple vendors for tailored solutions. United Fintech provides the go-to platform for financial institutions that combines them all. Faster onboarding and end-to-end digitization: No more rigid legacy systems and long onboarding times. We bring smarter products together while reducing onboarding times and regulatory hurdles.Starting Price: Usage Based -
46
STREAM Integrated Risk Manager
Acuity Risk Management
STREAM Integrated Risk Manager is an award-winning GRC platform that allows organizations to centralize, automate, quantify and report on risk. It can be used for a variety of applications including cyber / IT risk management, enterprise risk management, operational risk management, BCM and vendor risk management. STREAM has been around for over 10 years and is available as a SaaS or on-premise deployment. It has been adopted by organizations around the world, across various industries including finance, energy, healthcare, manufacturing, legal and IT. Please contact us to discuss specific requirements or visit the Acuity website for more information. -
47
VestServe
VestServe
Drive accuracy, productivity, growth, and innovation for your business with Vestserve. Powerful and fully integrated, Vertserve is a reliable investment management and accounting solution that provides mission-critical services to leading financial institutions. By integrating the front, middle, and back office operations in a single unified solution, VestServe helps improve business efficiency and performance while reducing total cost of ownership. Powerful portfolio management features include performance measurement rule-based modeling/compliance, breakout allocations and returns, risk analytics, scenario tool, and yield curve analysis.Starting Price: $27500.00/year -
48
Risk Controller
Risk Control
RC-ICAAP and Stress Testing System The system enables banks and asset managers to perform Pillar II capital calculations and to generate stress test projections for the full set of risks required by regulators. We develop and license enterprise software implementing rigorous risk methodologies. Our software is used by leading banks, asset managers, funds and public institutions around the world. We develop and license enterprise software implementing rigorous risk methodologies. Our software is used by leading banks, asset managers, funds and public institutions around the world. Our software is subject to continuous development as we incorporate new features and improvements. Risk Control software is designed to integrate seamlessly with clients’ existing up- and down-stream systems. Risk Control can tailor flexible software platforms to supply bespoke solutions precisely matching client needs.Starting Price: $4000 per month -
49
SpeciCred
Specitec
SpeciCred is a centralized platform dedicated to managing your credit with a risk-based approach. It allows you to monitor your credit with a powerful collateral allocation module including concentration capping, netting/offsetting rules, an exception to policy, limit excess and pledge allocation. SpeciCred provides you with a full overview of your portfolio, including a credit application module to simulate clients’ situations. SpeciTec SA is specializes in software development for banking and industry sectors. SpeciTec is a Swiss company founded in 2004, located in Geneva and Zurich. Credit monitoring tool, collateral analysis, pledge allocation, stress test and simulation, breach, and management control. -
50
Carta
Carta
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.Starting Price: $2,800 per year