Alternatives to FileForms
Compare FileForms alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to FileForms in 2026. Compare features, ratings, user reviews, pricing, and more from FileForms competitors and alternatives in order to make an informed decision for your business.
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ERA EHS Software
ERA Software Solutions
ERA EHS Software Solutions develops web-based EHS management software for small, medium, and large manufacturers needing to comply with federal, provincial, and state regulations, monitor their air, water, and waste emissions and other environmental outputs, author and manage Safety Data Sheets (SDS) in more than 40 languages, or standardize their Health and Safety procedures for incident and inspection tracking, training delivery, and audit management. The platform also supports comprehensive reporting for programs like TRI, Tier II, Title V, NEI, and NPRI. Companies across the automotive, aerospace, general manufacturing, and paints and coatings industries, to name a few, rely on ERA’s all-in-one, SOC 2 Type II certified SaaS for complete coverage of their EHS needs. ERA boasts Fortune 100 and Fortune 500 clients while also offering a fair pricing strategy and modular design that have allowed the company to become the market leader for small and medium businesses. -
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SBS Banking Platform is a flexible, cloud-native solution that empowers financial institutions to scale on their terms while delivering seamless, digital-first experiences - anytime, anywhere. A fully integrated, front-to-back platform, it drives innovation across retail, corporate, and neobanking sectors. From digital and open banking to deposits, payments, lending, and compliance, our platform enables financial institutions across EMEA to stay ahead of the curve. Trusted by top-tier banks, SBS Banking Platform is recognized by industry leaders, including Gartner, Forrester, NelsonHall, and IBS, for its transformative impact. Recent recognition by Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS underscores our commitment to excellence.
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enVisual360
enSynergy Professional Services
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.Starting Price: £40/month/user -
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Vena
Vena Solutions
Vena Solutions offers a comprehensive financial planning and analysis (FP&A) platform designed to integrate seamlessly with Microsoft Excel. The platform enables organizations to accelerate their budgeting, forecasting, reporting, and financial close processes through AI-powered automation. With real-time collaboration, customizable workflows, and easy-to-use dashboards, Vena helps businesses make informed decisions, improve efficiency, and maintain compliance. Vena’s integrations with Microsoft 365 apps and its strong data transparency features provide a single source of truth for financial operations, making it ideal for businesses of all sizes. -
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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. -
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FincenFetch
FincenFetch
Effortlessly complete FinCEN beneficial ownership information reports with FincenFetch, the solution for law firms, CPAs, accounting professionals, and filing services. Explore streamlined Corporate Transparency Act filing platform solutions to support your industry and clients. Gain full awareness of any number of filings using a specialized dashboard and secure e-file platform for beneficial ownership information reporting. Are you a reporting service such as a law firm, accounting firm, registered agent, online formation provider, or simply have a service that reaches many business owners and want to offer easy Corporate Transparency Act reporting? We have a solution to help your clients and customers stay in compliance. -
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CCH Axcess Beneficial Ownership
Wolters Kluwer
Save time on BOI compliance with an online filing and information management solution that guides you step-by-step through the filing process. CCH Axcess Beneficial Ownership is an online filing and information management solution that automates the beneficial ownership information (BOI) filing process to FinCEN, for accounting firms that need to file large volumes of reports. By offering BOI compliance as part of a business advisory relationship, firms can enhance their role as trusted advisors. CCH Axcess Beneficial Ownership guides users step-by-step through a transparent process designed to: Save up to 3 hours per report Reduce risk and minimize disruption Build advisory services and grow revenue -
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ORCA
ORCA
ORCA is the easiest, fastest, and most intelligent way to manage all your tax, legal, and compliance to‑dos. Import ownership structures and master data from Addepar or Excel in minutes, with additional APIs available on demand. Eliminate clutter and focus on must‑have information, data, and documents only. Intuitive search lets you find everything in seconds. Automated checks ensure your data is flawless, while auto‑generated structure charts paint clear, relevant pictures at any point in time, past, present, or future. Built‑in auto‑reporting features guarantee compliance with the Corporate Transparency Act and other regulations. Share important data and documents in seconds via secure links; retrieve information from third parties using automated workflows, and upload only links. Enjoy peace of mind knowing everything is protected by zero‑trust encryption at all times. ORCA’s zero‑trust cloud ensures that only you can access your sensitive data. -
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AIFMD Annex IV Reporting
Matterhorn Reporting Services
The AIFMD Annex IV transparency reporting requirements represent a major challenge for Alternative Investment Fund Managers (AIFM). All authorised and registered AIFMs are required to periodically report to their local regulators on each AIF they manage or market within the European Union. Matterhorn offers a smart AIFMD Annex IV reporting software solution which operates more efficient than other solutions that are available in the market, allowing you to reduce your annual regulatory reporting costs significantly. It requires minimal input to create both the AIF and AIFM AIFMD Annex IV reports. Subsequent AIFMD Annex IV reports take very limited time to complete as data is re-used to a large extent. XML AIFMD Annex IV output files are created and can be uploaded with a few mouse clicks to all EU regulators. -
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Productioneer
Mi4 Corporation
Productioneer is an Oil and Gas Production application that provides Data Capture, Allocations, Reporting, Field Tickets, Field Costs & AFEs, and many more features for the small to medium size operators. Productioneer makes it easy for operators to capture and share data inside and outside their organizations as well as regulatory reports for state and federal reporting. -
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Hemonto
Hemonto
Hemonto is a Danish FinTech founded in 2006 that delivers independent, consolidated wealth reporting through a digital platform and expert advisory team. With oversight of over USD 55 billion and management of assets exceeding USD 10 million per client, it processes hundreds of thousands of transactions annually to generate reliable, reconciled accounts, performance summaries, risk analytics, ESG reporting, private equity overviews, and extended monitoring, all in one customizable interface. As a 100 % independent advisor, Hemonto aggregates data across custodians, banks, portfolios, currencies, and asset classes, enforces objective quality controls, and flags any deviations from agreements to ensure transparency, timeliness, and compliance. Its dynamic reporting dashboard, available via web and mobile, supports a tailored wealth oversight experience, direct data access via BI tools, and a dedicated team to guide reporting setup and ongoing management.Starting Price: Free -
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RiskConfidence
Moody's Analytics
The RiskConfidence ALM system offers integrated enterprise asset and liability management (ALM), funds transfer pricing (FTP), liquidity risk management, market risk and Value at Risk (VaR), and business and regulatory reporting. These are all presented in a single unified platform, with a common data source and a single engine strategy. Organize and classify financial instruments on a balance sheet into a tree-like structure to input client behavior models and define business forecasts, using the chart of accounts (COA) structure. Set up and manage a rule-based strategy for specific balance sheet items with parameter deal mapping (PDM). Apply transformation logic to interest rate curves, macroeconomic indices, foreign exchange rates, transaction characteristics, and volatility matrices to use in scenarios. Model client behavior such as loan prepayments and renegotiations, loan commitments, transaction rollovers, and term deposit early redemption with the variables that influence them. -
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SolveXia
SolveXia
Digital work platform for finance teams. Automate with simple, yet powerful, drag-and-drop components. Create all of your reports without relying on external IT. Adapt to change and be more agile than your competitors. Easily automate processes that are unique to your company. 100+ automations to manipulate files and data in any format. Connect to all of your data through APIs, SFTP and RPA extensions. Automated data quality checks and exception reporting. Easily store and process massive amounts of data. Embedded BI to create stunning visualisations from your data. Connectors to AI services and support for Python and R models. Replace your disconnected data silos with powerful, end-to-end automation. Create all of of your reports in minutes, allowing you to spend more time on analysis. Processes can pause, request and collect approvals and data from humans. Share processes and data with your team and reduce key-person risk. -
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SteelEye
SteelEye
Regulatory requirements have not just become onerous but are growing, each piece of legislation large and complex. This has increased the pressure on the compliance function - driving up costs and the demand for skilled staff. However, after growing year on year, budgets need to be justified and understanding where bottom-line costs can be cut is at the top of the agenda. Recent regulatory mandates have put increased pressure on financial services firms to proactively identify suspicious activity, market abuse and financial crime. SteelEye's asset class agnostic Trade Surveillance solution offers comprehensive coverage for a wide range of market abuse activities and behaviours, enabling you to strengthen your risk detection, improve your oversight and continuously demonstrate compliance. -
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IDP Bureau
IDP Bureau
Improve operational efficiencies by letting us take care of your statistical reporting. Because we have more than 30 years of experience and report to all major bureaus in every state, assigning this time-consuming work to us is a simple way to add efficiency to your business and reduce costs. We have working relationships with all major bureaus, making it easy for us to take on your account with confidence. We report all personal and commercial lines of business written in the U.S. and Puerto Rico. Our team has specialized training and more than 30 years of experience. Missing deadlines and submitting erroneous data can have serious financial costs. Working with our experts can help you avoid these penalties. We’ll handle tasks related to your reporting, including monitoring circulars for reporting requirement changes and error correction processes with statistical bureaus. -
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JOYN Oil & Gas Production
Seven Lakes Technologies
JOYN Oil & Gas Production is an integrated data gathering, hydrocarbon allocations and State/Federal regulatory reporting suite built for upstream O&G operators. It allows customers to get up and running in minutes. The inbuilt digital onboarding experience allows users to become productive quickly. Additionally, the migration tool expedites your move from the older legacy platform to JOYN Oil and Gas Production. The product is purpose-built to save cost for companies & time for their users both in the field and in the back office. Sign up for a free trial today at joyn.ai to experience the ease of use. -
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CSS
Compliance Solutions Strategies
CSS works with every firm to understand exactly where the gaps are in your global compliance program and guide you down the regulatory path from a tactical to strategic approach to compliance. Analyze existing processes to see where you have room for improvement and the roadblocks impeding your progress. Identify savings by transitioning specific compliance processes and tasks to an automated solution or managed services. Plan and implement your future compliance strategy to achieve maximum operational efficiency, scalability, risk mitigation and value creation. CSS delivers a complete end-to-end fund reporting solution that is unmatched in the market for depth and breadth of coverage, leveraging integrated data management, regulatory reporting software and document production capabilities. -
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Voly
Voly
Voly is the market‑leading multi‑currency accounting and financial management platform built for superyachts and multi‑asset portfolios. It delivers one seamless system for yacht accounting, multi‑asset management (including property, private aircraft, other assets), cash, cards, invoices, APA charter management, payments, and foreign exchange. Users such as captains, crew, owners, management companies, family offices, property managers, housekeepers, flight crew, drivers, bookkeepers, and accountants benefit from real‑time visibility across entire portfolios via an interactive dashboard. Voly integrates a fully‑integrated Voly Prepaid Mastercard and FX payment platform, enabling SEPA and SWIFT. On‑the‑go transaction logging is available through a mobile app, with real‑time cash and card balances.Starting Price: Free -
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CoreFiling
CoreFiling
Regulatory compliance is the greatest challenge facing organisations and public services today and XBRL is required for the financial reporting frameworks: COREP, FINREP and Solvency II. CoreFiling is the leading developer of international best practice in regulatory reporting and taxonomy development. CoreFiling is a trusted advisor to regulators, governments, financial institutions and filers worldwide.Build faster applications and get smarter answers using True North’s® financial data aggregation application, the leading repository of public company data including SEC and Companies House filings. The True North® data platform facilitates search, display and analysis of individual company financial accounts, or large complex datasets. Apply structure and meaning to complex, disparate and siloed data by defining, normalizing and categorizing it at source. -
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TRAction
TRAction Fintech
There are many firms that assist with trade and transaction reporting, some provide software for data extraction and conversion, some offer consultancy on reporting regulations and others act as an agent reporting your trades. TRAction is different. We are not simply a software provider, a consulting firm or a reporting agent. TRAction extracts, reviews and populates data in the required format for the designated trade repository. We register you with a trade repository, ensure cost effectiveness and rectify any exceptions in your data on your behalf. Explaining the requirements, ensuring your business is compliant and keeping you informed on regulatory updates. Check out our blog for the latest updates on regulatory changes and issues regarding trade/transaction reporting under ASIC, EMIR, MiFIR, SFTR, MAS and other regimes around the world. -
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Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
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Asseta
Asseta.ai
Asseta is a comprehensive, AI-powered platform designed to streamline the financial operations of family offices, enabling them to manage wealth and accounting with efficiency and clarity. It provides robust tools for tracking investments, cash flow, multi-currency transactions, and complex ownership structures, offering real-time insights and customizable reports. With its seamless integration capabilities, Asseta allows users to consolidate data from multiple sources like QuickBooks, Bill, and Ramp into one centralized system. The platform also supports automation of routine financial tasks such as allocations, bill payments, and month-end close processes. Tailored for scalability, Asseta helps family offices streamline their financial operations and enhance visibility across entities and currencies globally.Starting Price: $32 per month -
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MyFO
MyFO
MyFO is a cloud‑native, full‑stack wealth‑management platform tailored for family offices and high‑net‑worth individuals, centralizing assets, accounts, documents, and scenario modeling into a single, secure interface. It consolidates financial information and critical contacts, supports AI‑driven data and document analysis and ingestion for alternative assets, and provides intuitive mapping of entities such as trusts, operating companies, and other holdings. It includes a secure document vault and task manager for collaboration, live accounting, and bank integration for real‑time reporting, as well as benchmarking tools alongside comprehensive Scenario Modeling to help evaluate investment outcomes. It features premium, white‑glove onboarding completed in hours and emphasizes clarity and ease of use with real‑time dashboards and entity mapping for complex ownership structures. -
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Regnology
Regnology
With its international RegTech Factory, Regnology offers a digital, fully integrated and automated "reporting factory" that helps to achieve significant economies of scale for participating banks and financial service providers. The low-interest-rate environment, digitalization, and new competitors are putting massive pressure on revenues. At the same time, financial service providers are having to deal with increasing regulatory requirements in Europe, and those regulatory costs are enormous. In response, financial players must consider completely new cooperation and industrialization models. Standardization, industrialization, and automation are logical ways of exploiting economies of scale across borders. With the RegTech Factory, Regnology is breaking new ground in Europe and significantly expanding the scope of action that banks can take. -
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SS&C Family Office Services
SS&C Technologies
SS&C Technologies’ Family Office Services is a comprehensive, cloud‑based platform designed to unify and automate the full spectrum of family office operations. It offers multi‑currency portfolio management, financial and partnership accounting, tax and transaction support, reconciliation, and reporting, all within a single integrated system, reducing risk, cost, and manual overhead. It supports complex asset classes, nested ownership structures, sophisticated investment strategies, and regulatory demands, delivering accurate, audit‑ready financial statements, performance analytics, and full transaction visibility. Backed by a dedicated expert team, the service offers front‑to‑back automation, from daily data aggregation through month‑end processing, enhancing control, segregation of duties, and operational efficiency. Highly customizable and scalable, the platform supports both single‑family and multi‑family offices and integrates leading SS&C solutions. -
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Point Nine
Point Nine
Our in-house technology, is a scalable regulatory solution utilized by many firms. We have processed and reported more than 4.5 billion reports and have served over 100 legal entities to date. Our technology is designed to help firms successfully meet their regulatory reporting requirements and remain compliant. Regulators demand that financial firms, service providers, and corporations submit timely and accurate data to trade repositories, approved reporting mechanisms and national competent authorities. The Point Nine team understands the challenges with this process. We help ease this burden and streamline the process with our reliable and efficient end-to-end service and cutting-edge technology. Point Nine processes data from various sources, covers all asset classes, translates and submits the reports to trade repositories in the required formats, and also handles acknowledgment messages. -
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Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. Addepar allows you to spend time on what matters most: investing in client relationships. Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios. Industry-leading analytics and reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. Bridge back-office solutions with our custom reporting functionality. Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running. Access our on-demand help center and online training portal to kickstart your experience. Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit. -
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crlHorizon
crlHorizon
Break down your regulatory and contractual obligations into discrete actions that can be assigned and monitored through interactive dashboards. Drill down into each business area and identify where you are exposed, then categorize and mitigate potential risks. Manage IT system risk with user access reviews and contract renewal management. Set up your corporate structure and track all your legal and corporate-level correspondence with regulators. Manage your licence requirements, and statutory and regulatory reporting from one system. Keep a track of all your incidents, complaints and breaches. Use the data to highlight key business risks and implement change management. Validate and check that all the controls you have in place actually work through compliance assurance checklists. Understand your obligations and identify the scope of work you need to perform as part of your organizations compliance framework.Starting Price: $10 per month -
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AGILE
VERMEG
VERMEG’s AGILE is an award-winning, modular regulatory reporting platform designed for agility and scalability. It provides both on-premise and SaaS deployment options, enabling flexible access to global regulatory compliance. AGILE supports automated workflows, robust risk calculations (capital adequacy, credit risk, market risk, liquidity), and a granular data model for all financial institutions. The platform offers comprehensive reporting, including prudential, statistical, and disclosure reports, and keeps businesses aligned with the latest regulatory updates. AGILE also features role-based access, proactive alerts, audit trails, and instant dashboards for transparency. Its fully-managed SaaS option, accredited with SOC2 Type II, minimizes costs and ensures data security, making it an efficient and adaptable solution for regulatory reporting. -
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ArcRegulatory
Donnelley Financial Solutions
DFIN’s regulatory reporting software solution ingests data, performs calculations, and produces compliant reports. With ArcRegulatory, you stay ahead of regulations around the world while mitigating risks and driving efficiencies for your organization. Simplifies the data management process. Automatic enrichment within the application with market data that reduces risk and overhead. Direct market data/arrival price gathering through integrated APIs connected to market data providers. Seamlessly applies the new PRIIPs calculation method through cascade logic for transactions where no market data is available. All data, calculations, and reports are fully contained and viewable inside the app, ensuring the highest levels of security. Provides complete transparency to all elements of a calculation. Simplifies and eases data analysis tasks and processes. Provides confidence that output is consistent and accurate across all reports on the platform. -
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DFIN Arc Suite
Donnelley Financial Solutions
As the leading global risk and compliance solutions provider, DFIN is the only company to offer regulatory, reporting, legal, filing, and distribution solutions through one integrated financial compliance management software platform. We provide the financial industry with the experience and expertise of an established market leader. Arc Suite financial regulatory compliance software helps you meet the challenges and complexities of an ever-changing regulatory environment with a greater level of confidence and control. The platform supports the full spectrum of data, multilingual content, and compliance needs with a suite of innovative, award-winning products. Arc Suite has been developed by experts in mutual fund and product technology to meet reporting requirements around the world, including the SEC, OSC, and ESMA. Arc Suite’s regulatory compliance management software supports the full range of front, middle, and back office operations with cloud-based proprietary tools. -
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Copia
Copia
Copia Wealth Studios is a mobile‑first wealth operating system that brings together AI‑powered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multi‑family offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a real‑time, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copia’s suite includes intelligent document processing (extracting data from K‑1s, capital‑call notices, distribution statements, etc.), entity‑map visualization, manager performance benchmarking, automated monthly and ad‑hoc reporting, natural‑language document querying, biometric 2FA, and white‑glove security practices using encryption.Starting Price: $895 per month -
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OneSumX
Wolters Kluwer
Unlock and connect critical data across your enterprise. Empower each department to work together to achieve trusted insight and reach solid strategic decisions. Our OneSumX FRR solution suite gives you the building blocks for all your finance, risk and regulatory reporting requirements in one integrated platform. Gain a complete picture of your enterprise's risk profile so that your teams can take action even under the pressure of the rapid rate of regulatory change. Save time and resources by enabling future-proofed end-to-end regulatory compliance to deadline. Flexible and sophisticated reporting functionality gives you the ability to connect critical data across your enterprise. Process large volumes of data required by data-driven regulatory regimes and explore the multi-country regulatory reporting offering available. Enhance data analytics and transparency by preserving data lineage at each functional stage. -
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Black Diamond Wealth Platform
SS&C Advent
From client relationships to compliance, reporting to rebalancing, the world of wealth management is complex and demanding. The Black Diamond® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience. Provide access to a configurable portfolio dashboard and give your clients a personal, on-demand look at performance, projected income, allocations, activity summary, and more. The two-way, secure document vault makes sending, storing, and auditing files—such as custodial statements—a seamless experience. Outside account aggregation provides the ability to review net worth information and create detailed balance sheet reporting. -
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Adenza
Adenza
We create and deliver market-leading solutions to help you optimize investment, unlock value and drive growth. Our end-to-end trading, treasury, risk management and regulatory compliance solutions enable financial institutions to consolidate and streamline their operations. We serve global, central and regional banks, broker-dealers, insurers, asset managers, pension funds, hedge funds, stock exchanges and clearinghouses, securities services providers and corporates. Our targeted solutions and services are powered by exceptional people driving innovation at scale. Risk and regulatory reporting solutions. Meet your immediate regulatory reporting requirements while creating long-term value. Front-to-back solutions for capital markets and treasury. Single source of truth, enabling quicker decision-making and efficient operational processes. You're fighting an uphill battle to manage huge volumes of trades through the transaction life cycle. -
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Alanda Software
Alanda Software
Global Commercial Compliance Suite integrating Transparency Reporting, Activity and Grant Management. Solve multiple business challenges in a singular, global platform. Clean, easy user experience. Thoughtfully designed application flow. Used in 10+ languages. Over 160 currencies and rates processed daily. GDPR focused features for global usage. Designed to scale from national usage to global, from pre-commercial entities to large companies moving millions are records. Workflows, rules, lists, fields and more are all configurable and accessible through the User Interface. In an online environment full of malicious threats, security is a feature we take very seriously.Starting Price: $27,000 per year -
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Greenlock
Greenlock
Greenlock is an independent wealth oversight platform offering Swiss-based, zero-knowledge architecture and full traceability to enhance transparency and capital efficiency for single- and multi-family offices. It provides comprehensive fee benchmarking and reduction services, performance audits, PE/VC portfolio optimization, real estate monitoring, executive reporting, and core capital risk surveillance. It uncovers hidden costs, including bank, private equity, and hedge fund fees, through advanced analytics and net-of-fee evaluations, empowering wealth owners to make fee-aware decisions. Family offices can generate tailored, automated reports with customizable modules covering risk, return, fees, benchmarks, and non-bank assets. Greenlock integrates with existing systems without selling financial products or managing assets, ensuring fully owner-aligned incentives. It processes over $2 billion in assets and has achieved substantial fee savings for clients. -
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PandaConnect
PandaConnect
PandaConnect is a full‑scale investment administration platform and service designed to deliver a complete, correct, and timely portfolio overview across all asset classes and all custodians, currencies, banks, family members, managers, and legal entities. Built from Scandinavian institutional origins and independently operated since 1997, PandaConnect consolidates and aggregates data via its front‑to‑back online platform (PandaCockpit web & app), enabling automatic daily reconciliation with over 65 custodians, transaction registration by team or system, performance (MWR, TWR, IRR), risk figures, compliance monitoring (VaR, stress‑tests, Solvency II), bookkeeping, NAV calculation, cost transparency, and bespoke reporting. PandaCockpit provides interactive investment reporting showing return, risk against benchmarks, transactions, static data, market values, statistical indicators, and supports data exports.Starting Price: Free -
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1fs Wealth
1fs
1fs Wealth is an AI‑driven, cloud-native wealth intelligence platform that lets high‑net‑worth individuals and family offices consolidate all assets, including public and private investments, real estate, collectibles, and digital assets, into a single view. It offers secure access with multi‑factor authentication, granular role-based permissions, and enterprise-grade encryption. It provides real-time valuations and market feeds, proprietary risk decomposition tools, concentration metrics, and geolocation tracking. It supports comprehensive succession planning by allocating assets, documents, and ownership guidance to next‑gen beneficiaries. Advanced collaboration features allow advisors, family members, and external professionals to work jointly, with drill-down analytics, peer benchmarking, carbon and ESG insights. Integrations include API connectivity, Plaid-based account aggregation, and hedge‑fund benchmarking via Albourne indices.Starting Price: Free -
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QPLIX
QPLIX
With QPLIX as an innovation partner, banks can digitally transform portfolio management in their wealth business. We open a universe of opportunities and enable new business cases. Offer your clients a cutting-edge, digital experience. Manage non-bankable assets and assets at other banks for your most valuable clients. Scale your business and serve more clients with the given resources. As portfolio management software, our digital platform brings everything together, accounts and custodians, all asset classes investment guidelines, distribution across countries and currencies as well as ownership structures. No matter how complex, you always maintain a complete overview of the current total assets of each client and create valid analyses and forecasts. This enables you to improve your investment strategy, offer suitable products and increase the share of your wallet. QPLIX improves collaboration with your clients, within your team, and with external service providers. -
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Qontigo
Qontigo
At Qontigo, we partner with our clients to create solutions that empower investment intelligence to drive targeted sustainable returns. With our award-winning STOXX and DAX indices and institutionally-proven Axioma analytics, we deliver sophisticated solutions at scale backed by modern technology, open architecture and unparalleled client focus. We believe that financial markets must become open, explainable and create positive societal impact. Qontigo will be a catalyst for this transformation, by enabling our clients to provide sophisticated institutional-quality financial solutions at scale to the broad investing public. Working with us means you get a variety of tools for generating alpha and better decision making all under one roof. Open architecture and API-first philosophy allows you to realize more efficiencies, time, cost and from a process perspective. -
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Private Wealth Systems
Private Wealth Systems
Private Wealth Systems is an award‑winning, cloud‑based platform that delivers ultra‑high‑net‑worth individuals, family offices, RIAs, endowments, foundations, and institutional consultants unparalleled accuracy, transparency, speed, and flexibility in portfolio management and reporting. It features intelligent aggregation across over 400 global data feeds, combining multi‑asset (public, private, fixed income, hedge funds, VC, real estate, derivatives, art/collectibles) and multi‑currency holdings into a single consolidated view. Its proprietary ledger‑backed data model preserves accounting integrity while enabling flexible structuring, grouping, and custom attributes at any level. Users benefit from real‑time performance insights, benchmark tracking, tax‑lot level gains/losses, wash‑sale detection, and full drill‑through analysis. -
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Broadridge DocuBuilder
Broadridge
Build and publish regulatory documents accurately and efficiently, using a data-driven approach to content management. DocuBuilder enables you to break down, catalog and repurpose small, reusable content components, such as mutual fund data and descriptions of services and policies. Then rich metadata tags make it easy to plug those components into any document, anywhere. Take control of complex regulatory fund documents with DocuBuilder. DocuBuilder connects content components across documents and outputs. If you make a content edit to a single file, you can immediately identify other documents where the content is used, then update them simultaneously, streamlining the updating of mutual fund regulatory documents. In addition, the output is automatically formatted for SEC regulatory filing. Accelerate updates, ensure consistency. DocuBuilder empowers you to easily create, edit, package and deliver intelligent content from a central source, saving valuable time and resources. -
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Moody's Analytics
Moody's Analytics
Moody's Analytics regulatory reporting solution delivers comprehensive, automated, and streamlined regulatory reporting for Basel I, II, and III, IFRS 9, and ECB, CCAR, and DFAST stress testing. It supports regulatory reporting to over 50 regulators globally. This award-winning solution leverages Moody's Analytics data management platform and regulatory capital calculation engines to deliver accurate, streamlined, and automated regulatory reporting. It consolidates the regulatory capital calculations banks need to populate a wide range of regulatory reports, helping banks align their regulatory reports and ensuring they present a consistent picture across multiple reporting regimes. Its report templates handle complex banking regulatory reports and support a range of reporting of formats including Microsoft Excel, XBRL, ASCII, and others. Leveraging powerful OLAP data cubes allows reporting managers to view results across the entire business. -
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Meet internal and external reporting needs with Oracle Cloud EPM Narrative Reporting. Collaborate across the report creation process to define, author, review, and publish management and regulatory reports. Work with data that is always current by accessing data directly from Oracle and non-Oracle sources. This includes spreadsheets, Hyperion EPM applications, Oracle Cloud EPM applications, Oracle Cloud Financials, Oracle Analytics content, and native databases. No need to recreate existing reports. You can bring in your current Microsoft Word and PowerPoint or PDF-based narrative reports, as well as Excel-based reports through a consistent and controlled process. Help provide context to the numbers by combining financial statements and data with textual narrative in a single report.
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DataTracks
DataTracks
DataTracks can help you meet your reporting requirements in time, every time. We offer software solutions to help you prepare your compliance reports. Your report can be ready as soon as your books are ready. Numbers flow automatically from books to designated spots in reports. Your team has to review the numbers and write the narratives alone. All you need to do is review, not prepare. Minds on and hands-off preparation of compliance reports, not to mention the low cost. You can sleep well. Your reports would be consistent with your books. Even when your reports include a million pieces of data (as can be true if you are a country wide bank reporting to the Fed in multiple jurisdictions). Set up a data model, map from sources in your enterprise. Data will be fed automatically into data model when your source is ready. Data can be defined in report as in data model or as computed from sources in data model. -
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Kyzer Regulatory Reporting Suite
Kyzer Software
Automated compliance, reconciliation & reporting for trade transactions (export/import) and cash transactions across all platforms. Masters management within the solution offers validations to ensure optimum accuracy of reporting. Web interfaces to handle processes not available in the current trade system or involve high cost for CBS modification. Elimination of bank-wide login & manual input & output extraction to the regulatory portals. Create and track all past reconciled data and reports presentations under regulatory all in one place. Web-based portal functioning within the bank's intranet allows you to complete data access for reports and audits instantly. Discontinuation of separate reporting & shift from Manual to automated reporting as per RBI guidelines. Faster Implementations of new regulatory guidelines. Elimination of bank-wide login & manual input & output extraction to the Regulatory portals. -
48
Allatus Unity
Allatus
The data organisations hold is one of their biggest assets – but knowledge about that data and how it used for reporting is often held in people’s heads or unmanaged spreadsheets. Allatus Unity® is one secure, searchable framework, accessible to your team regardless of location that has the potential to realise huge productivity benefits for an organisation. Our industry recognised Regtech solution captures regulatory reporting requirements and maps them to the data governance assets, showing lineage and understanding of data and automatically producing detailed IT specifications for Reporting Solutions. Combine business and technical views of your data assets to increase collaboration, reduce regulatory reporting compliance costs, mitigate the risks associated with your data-driven initiatives. -
49
RepXpress
Sirma
Comprehensive management and regulatory reporting system. You can use it to record, process, store, and ultimately report data from all the different systems in any financial institution. RepXpress fully automates the process of creating applications for statutory, operational, management, and IFRS-compliant reporting. Collect and structure huge amounts of data from various systems; then merge this data into a common pool for the purposes of information consistency to provide a unified and compliant single view; eventually present data in a relational and/or a dimensional layer. Enact strong data validation upon consolidation of each consecutive stage of the data processing. The system applies consistency control and provides visualization of errors and necessary data adjustments. Provide the basis for the generation of numerous types of management, financial, regulatory, and profitability reports and analysis. -
50
Vermeg AGILE
Vermeg
AGILE is VERMEG's award-winning modular regulatory reporting platform, designed to meet both business and technical objectives. It offers flexible deployment options, available both on-premise and as a Software as a Service (SaaS), providing access anywhere, anytime. The platform ensures continual compliance by integrating the latest regulatory updates, calculations, templates, and validations, keeping users aligned with current standards. AGILE's scalable automation allows it to grow with your business, providing cost efficiency at every stage. It features robust governance with configurable workflows, customized tolerance, variance, and movement reports. The platform covers a wide range of reports, including prudential, statistical, granular, national, and disclosure, with tooling for ad-hoc reports. AGILE also includes extensive calculation modules covering capital adequacy, credit risk, market risk, liquidity, and more.
