OpenFin Alternatives

Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.

The easiest way for users to connect their bank accounts to an app. Plaid provides developers with the tools they need to create easy and accessible experiences for their users. Today, tens of millions of people in North America (and counting) have successfully connected their accounts to apps they love using Plaid. With just a few lines of code, you can implement Plaid in an afternoon. Our front-end module is easy to drop into whatever you’re building and designed to optimize conversion. Plaid provides technology that enables you to connect your financial accounts to apps and services. That can help you do things like save for retirement, make a budget, and transfer money. You’ve probably already connected an account using Plaid. Over a quarter of people with US bank accounts have, and we’re growing internationally as well.

Alviere’s embedded finance platform allows any organization to seamlessly integrate financial products and services into their existing offerings, and provide customers and partners with the most comprehensive embedded financial solution on the market. Alviere’s platform offers an extensive range of customizable branded products and services that include FDIC-insured virtual accounts and physical card issuing, payments, digital global money transfers, and crypto/web3 products, all through one API integration. Alviere is a fully licensed and regulated financial institution, and provides comprehensive compliance, risk management, fraud/AML montioring and security to ensure long-term program success.

Reactiv SUITE makes remote meetings engaging and helps you to connect with your audience. Control your camera and stand out, don't just be a tiny thumbnail on the bottom of the screen. Display, organize, manipulate, and annotate content as naturally as paper. Easily present multiple types of information, jump to any topic, and seamlessly capture feedback without the limitations of traditional screen sharing tools. Even record video messages that can be easily shared via email or social media. The 'Digital Table' allows you to create an immersive and engaging meeting experience where you can present any type of content. The ‘Digital Wall’ where you can pin any type of file and write, illustrate, type, and create layouts that visually convey and share your ideas during your next remote meeting. Break out of your static notes and use multimedia content and diagrams to accurately represent

ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: - Landing page - to attract new borrowers. - Borrower portal - to serve actual borrowers. - Self-service portal - to manage the whole enterprise activity. - Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. The platform automates the lending process throughout all the stages: - Initiation of omnichannel application - Consolidation and restructuring of debts - Negotiation with customers - Application decision-making - Personalized offers - Automation of the loan disbursement ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc

Desktop.com lets you set up the ultimate online HQ for yourself or your team. Stay on top of it all by creating one or several workspaces, connect them and organize tools and content into separated Desktops. Add app integrations, share and manage access or use the global search to instantly search across everything from a single location to find what you need. It’s a secure workspace for organizing and managing everything you need in your digital workday, and ensuring that you can access it safely from any device at any time. Working with a team, partners or other guest users? Enable the complete Desktop.com communication suite with chat, voice and video call functionality that seamlessly gets added to your workspace. Desktop.com offers a complete solution that saves money and instantly provide you and your team with all key aspects for efficient online collaboration and organization.

Workvivo is the employee communication platform designed to build natural, meaningful bonds between teams, allowing companies to reach and engage their employees in ways that traditional tools simply can’t. It’s your intranet, comms tool, and employee app all blended into one familiar social experience that people naturally embrace, offering companies the oversight they need while giving employees the freedom and flexibility they desire. ✔️ Less distraction, greater engagement ✔️ Unrivalled adoption, fastest time-to-value ✔️ Seamlessly integrates and streamlines your existing comms tools

Your workplace reimagined. Work is evolving, so are workspaces. Workplace unifies and centralizes your team's workspace, simplifies file storage, and streamlines team communication. In our world of information overload, context is productivity. Workplace brings in context from sales, marketing, or finance into your productivity apps, so you focus on the core issue—instead of pursuing multiple apps. ‌Work is remote. Work is local. Work is from home. Work may start on one device and hop onto another. Or skip across apps and jump across time. Your software needs to track and enable all this, so it doesn't consume your time. Software is often complicated. Often bloated. You just want to get things done, but have to grapple with apps. Routines should be automated, clicks should be few. That's the role of AI and workflow. Get more done with less. Software productivity tools were built around individual users, primarily consumers. Later it was patched up and extended to business users.

As the leading currency technology partner, we are trusted by the world’s most influential organizations, that’s why it’s in our name. We are trusted by more than 200 of the world’s most innovative and influential organizations. Our subscription-based SaaS platform and transactional network are integral to their infrastructure, whether it’s payments, pricing, trading, or managing risk. Our configurable cloud-based SaaS technology ensures the most reliable trading technology on the market, with scalability to match your ambitions. Our end-to-end workflow is designed to support liquidity aggregation, risk management, and other vital FX functions at a fixed subscription cost. We support banks, brokers, cross-border payment companies, and their clients, delivering internal and external currency services and trading solutions. Access the growing cryptocurrency market with the same institutional quality trading experience and reliability.

Portabl is redefining what it means to share trusted identity information between financial service providers and the millions of people who count on them. 6 in 10 customers abandon online registration processes. That’s why we made the sign-up process as easy as sign-in. Create 2-touch financial access for any user, anywhere, across Web2 and Web3, and protect your users’ privacy and security while you’re at it. Onboard users in 2 steps and less than 15 seconds using the configurations that work best for your business. Get up and running in minutes with our APIs and SDKs for web and mobile. Validate and verify information with an added layer of security by using zero-knowledge proofs (ZKPs) in place of explicit data. Use globally-recognized standards (OIDC SIOP) to let your users log in with their verified identity over an encrypted channel, eliminating the password risk. Access changes in your customer data as they happen, supported by a tamper-resistant audit ledger.

CECL FIT is designed to help you comply with the new CECL accounting standard. Our web-based solution, CECL FIT, combined with our PCBB Advisors, will guide you through the steps to determine the appropriate methods for your loans and securities groups. CECL FIT, a robust, web-based solution, gives you a customizable executive dashboard to review your portfolio reserve, easily test your assumptions, and see instant results. Institutions with low or no loss history can get started quickly and see which works best for each unique loan or securities segment. Intuitive, executive dashboard to instantly see the impact of adjustments. Forward Look with reasonable and supportable forecasts. Flexible, web-based solution meets your unique needs as you grow Instantly see the impact of adjustments in real-time, on a customizable, executive dashboard. Assess the impact of credit loss for loans, unfunded balances, and HTM securities.

FinStack is a one stop solution for any company to become a fintech powerhouse! Launch products around lending, investments or PPI wallets while partnering with the best Financial Institutes of the country at the click of a few buttons! No engineers needed. With FinStack you can: - Integrate or create any API, data source, custom forms and LMS. - Build borrower facing journeys and workflows for any loan product. - Configuring underwriting policies through a powerful BRE. - Use our powerful Loan Origination System to source loans (Secured or unsecured). FinStack is already used by multiple NBFCs and FinTechs.

Propine has a suite of institutional grade, blockchain-agnostic solutions that caters to all digital assets including digital securities, cryptocurrencies, stable coins, NFTs and fiat. At the core of the Propine’s solution is Pro-Tect, an integrated digital asset custody platform that provides the highest levels of certified security and compliant solution for safeguarding multiple asset classes. Our state-of-the-art solutions includes Digital Securities: DASH and PropSS and Crypto Management: CryptClear and DeFi-nity. Through our KYC and AML service, we ensure that you can manage and mitigate regulatory and compliance risks while allowing customers to be onboarded safely and efficiently, each time. We are ISO 270001 certified and have a predictive cybersecurity posture with SOC monitoring, HIPS, UEBA, Insider threat systems. In addition, we are equipped with a mature risk management framework and hardened, modular governance with tamper proof, programmable, policy engines.

Quiltt offers turnkey consumer fintech infrastructure so anyone can launch innovative financial experiences. It doesn’t have to be. We’ve threaded together the infrastructure innovators need to quickly launch customer-facing features into their products - account connections, round-ups, bill management, and more - in a fraction of the time, at a fraction of the cost. Quiltt Connect is an embeddable UI module that lets you access a complete, context-rich financial picture of your customers. Built on the Quiltt GraphQL API, Connect comes pre-integrated with Plaid's industry-leading bank data network, and Spade's powerful transaction enrichment service. Connect can be added into your product experience with just a few lines of code, freeing your team to focus on your core innovations.

Atlas is an all-in-one digital workspace for knowledge, communication and collaboration that is built on and for Microsoft 365. Our platform solves the problems everyone has – too many digital tools, too many silos, too much noise and too much stuff that's too hard to find. Atlas simplifies the working experience, easily and efficiently connecting people to people and people to knowledge. One digital platform where knowledge, communication and collaboration are beautifully brought together to create connected experiences and empower people to be their best. The way we work has changed. Atlas brings knowledge, communication and collaboration beautifully together in one digital workspace, enabling people to easily find and share information, vastly increasing collaboration and knowledge sharing. The key to harnessing and sharing knowledge is promoting inclusivity and connecting the right people with the right information.

Employee experience is everything—get it right with an intelligent workspace. Power a smarter, more flexible way to work. You hired the best. Let them be their best. Redefine what it means to work better with Citrix Workspace. Increase employee productivity and engagement through simpler IT. Simplify the way you manage and secure apps, devices, users, and networks so you can deliver the best employee experience. Transition employees back to the office seamlessly. Realize the full potential of your cloud strategy. Replace traditional VPNs with a zero trust approach.

Rambox is a digital workspace organizer that boosts productivity for professionals who use web apps frequently. It centralizes all your apps, making it easy to organize and access frequently used applications in one place. With over 700 pre-configured apps, including Gmail, WhatsApp, Facebook, iCloud, and more, you can instantly add them to your workspace. And if your app isn't listed, no problem - you can add any custom app in a few easy steps. Rambox synchronizes app configurations and can disable notifications across all devices in the user dashboard, automatically hibernating inactive apps to free up memory. Plus, users can apply CSS styling and JS code to improve each app's design and performance. Other features include: dark mode, do not disturb mode, spell checking, ad blocking, password management, notification management, and keyboard shortcuts.

Teleworking requires the implementation of a weekly collaborative schedule , a table for monitoring tasks and time, and management by the manager, in compliance with the rules of teleworking. The organization is fully configurable online from the Org@work application, which makes it easy to organize projects, tasks, and the working time of employees within your company. Hybrid work brings flexibility to work. But the effective management of the presence of teams and employees in the office becomes essential. We help you optimize the organization of your workspace by providing you with a solution for managing flex-office, a new trend within companies. The employee can enter the days when he prefers to work face-to-face or remotely and reserve his office according to his needs.

LumApps is a leading Employee Experience Platform founded in 2015 to unify the modern workforce through better communication, engagement, and instant access to information. Integrated with Google Workspace and Microsoft 365, LumApps intelligently connects people, information, and business applications to empower employees and enhance productivity. The product tailors each experience to the unique needs of the employee, from executives and managers to frontline workers. LumApps is a true SaaS platform, designed to scale to the needs of today’s largest enterprises and is easily accessible across any device or language. With over 250 people in 7 offices located on 3 continents, LumApps serves prominent companies like Veolia, Airbus, Valeo, Air Liquide, The Economist and Electronic Arts, supporting more than 4 million users worldwide.

Mocaworks is a software company and business incubator located in Ridgefield, WA. Our products are used by businesses of all types to inform their employees, drive team performance, and make delightful customer experiences. Build a home for your community. Custom collaboration platforms for employees, members, professionals, and everybody else out there. Cloud based. Modular. Personalized. Build an entire ecosystem in the cloud, without any dependencies or requirements. Whether you need a lot or a little, Tryyb puts everything your team needs to access in a single space. Don’t just build a program, create a culture. Teams in Tryyb are able to drive significant change. Document editing and versioning in the cloud. Your own learning management system and knowledge base. Create and manage new business processes. Your organization does not fit a cookie cutter mold, but you still deserve a place to call your own. We help every other type of organization out there.

Infosys Meridian, a Live Enterprise Workplace Platform, helps companies reimagine experiences in the work-from-anywhere era. The platform is part of Infosys Cobalt and enables enterprises to evolve into a remote-first, hyper-productive anywhere workplace that deepens stakeholder engagement, streamlines work processes, and enhances productivity. Designed to make processes simpler and smarter by adding context to every interaction, and with capabilities such as asset discoverability and digital prototyping. Powers intelligent operations for digital workers, nudging them for better decision-making, guiding them with productivity patterns, and empowering them with playgrounds to test, learn & succeed. Delivers simulated live experiences in an immersive virtual environment allowing for seamless engagement across employees, clients, and value chain partners.

From top 50 global banks to fintechs, E6 gives you the infrastructure to quickly deliver industry-leading payments solutions and the flexibility to adapt in real-time. No matter the changing trends, you’ll be in the lead with our payment technology. Stop letting decades-old technology hold back 21st-century opportunity. TRITIUM, E6's powerful payments platform, offers a solution flexible enough to redefine paytech, and secure and reliable enough to make your CIO smile. Whether you’re looking to modernize your payment technology stack, grow your business, or jump ahead of the competition, TRITIUM is the only choice. You didn’t get here by chance, tell us what you want to do. From launching new, innovative products to powering BaaS, TRITIUM offers a single, flexible payment platform that can power almost any payments use case. Our modern payment platform and technology will simplify your paytech stack and help you lower costs.

Finsemble enables software engineers to create smart desktop applications that allow apps of all types to sync, link, and share info. Our product is a scaffolding for you to build upon immediately with out of the box integrations that allow your team work on Angular, React and other frameworks they know & love. Our software development kit allows you to deliver a smart desktop to users faster than the competition. Because we discovered and solved complex development problems for you, applications can begin sharing information right away and customized workspaces can be quickly assembled. With Finsemble, experience a new way to work within a truly unified desktop environment. Communication between any type of application (modern or legacy, in-house or third party) extends across multiple windows and monitors. Connected applications can solve a variety of business problems. How can we help you shape a new way to work?

An end-to-end loan management software for digital lenders with a stunning level of SDK-powered flexibility and robust analytics on top of that. It offers a cutting-edge lending solution for banks that integrates all processes into a single workflow to easily build, limitlessly customize, and continuously scale lending business. Our software for loan management is equipped with an advanced AI-powered analytics framework to enable banks to create better risk models, underwriting strategies, products, and marketing campaigns, in a fast and fully controlled way. The data layer includes 90+ ready-to-use data providers and allows new connections in a matter of minutes. These analytics tools and in-built financial engineering/cashflow engine allow lenders to make 12x faster executive business decisions and increase profits per loan by 13% on an annual basis. Enhance banking efficiency by running profound analytics on top of automated operations.

flowpilot offers 100% transparency in all financial matters. With just a few clicks you can connect the bank and accounting department and plan your future cash flow. Based on meaningful scenarios, you make better business decisions, supported by smart tools and artificial intelligence. flowpilot connects your bank accounts on a daily basis and also processes them with your accounting. Thanks to consolidated data, you can work absolutely error-free. Much better than the competition: You test our software for free and get to know all the features in the product demo. After that, you remain flexible, because flowpilot can be canceled on a monthly basis. flowpilot is developed in Berlin by German financial experts. We have specialized in the needs of local medium-sized companies. All data remains in secure clouds "Hosted in Germany". No matter what question or concern you have - our support team is always there for you personally.

We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Backed by leading investors including Everstone Capital and Paulson & Co, Innoveo’s cloud based, AI enabled no-code platform is currently in production globally at over 30 industry leaders across insurance, financial services, healthcare and real estate. With Innoveo, you’ll get the solutions and industry expertise you want, plus a little extra: a thoughtful, no-nonsense experience delivered with a refreshing dose of honesty.

State-of-the-art, cloud-based portal that allows a financial institution’s corporate clients to easily and quickly view cash balances across multiple subsidiaries and currencies and then to deploy those balances into a variety of cash-equivalent investments, such as money funds and time deposits. G-CLIP allows clients not only to place their excess cash into permitted investments, but also to understand their risk exposures utilizing an intuitive analytics package. FO2 has designed G-CLIP based on extensive knowledge of client needs, product fundamentals, regulatory requirements and market experience, thus providing key bank clients with improved liquidity and increased transparency in one easy-to-use liquidity portal. FO2’s G-CLIP can be deployed on its own as a turn-key portal or can link to additional FO2 modules that can enhance the client’s experience as well as the financial institution’s capabilities and ROI.

Instantly create bank accounts, offer crypto wallets, send payments, and issue cards to your customers. Solid offers a fully integrated & compliant suite of FinTech services. Integrate in minutes to build never-before-seen experiences. Solid's Banking as a Service (BaaS) enables companies to build and launch deposit products, such as business and consumer checking accounts. It includes the ledger, statements, and everything needed to create delightful banking experiences. Solid's Card Issuance and Management platform is the first of its kind. Issue cards are the modern way, to serve the needs of your customers, with one single API. Credit, debit, and prepaid cards, both in physical and virtual form factor, are all fully managed by Solid. Engage your customers with a light & powerful experience, in your product, with Solid's instant bank /account creation API. Issue branded physical and virtual cards instantly, with the spending controls they need with Solid's /card API.

Unlock business growth without worrying about complex regulations, shouldering the compliance burden or managing data security as we handle that for you. Safely handle supplier payments or build a benefits programme your employees will love. Delight customers with digital gifting and make crypto PoS enablement safe and streamlined. Enabling everything from salary advances to compensation payments, built into your business. Supercharging B2B marketplaces and crowdfunding capabilities, all ready to plug-and-play. Up until now, adding financial services exactly where and when your customers need them has been tricky. Not anymore. Our ready-made, plug-and-play financial services offer unlimited use-cases with unrivalled simplicity meaning you can select the services you need and start adding value to your customers almost instantly.

Paysley allows you to send secure payment requests to your customers using text messaging, picture messaging, and email. Your customers can also access any custom payment page on their mobile devices by scanning a unique QR code that you can display anywhere. Your customers do not need to download an app or register to make a payment. Paysley offers the most straightforward and convenient way to make payments. No card readers or special devices required. Cardholders make payments from their own mobile devices. No customer app download, no account registration, and no password, or login. No redirect to a service provider website. Paysley is a direct, tokenized payment option. You never have to ask for a customer’s card information again. Paysley is secure and your business is automatically PCI compliant. Upload and manage your customer information directly on your Paysley Portal. Your customer database isn’t limited to just contact information.

Aerotruth is a new and easy way for financial service institutions to onboard and manage their fintech, banking, and correspondent partner relationships. New partner on-boarding and periodic reviews of B2B partnerships involve a significant number of documents to be exchanged for compliance approval. This process should not take months to complete. Aerotruth is a new and easy way for financial service institutions to onboard and manage their fintech, banking, and correspondent partner relationships. We help you simplify and expedite the document exchange and approval process which lets you conduct due diligence on new and existing partners faster. Aerotruth is a secure and seamless cloud-based platform that provides an easy and efficient way for institutions to exchange, store and approve documents required to meet regulatory compliance needs in the onboarding and review processes.

Consumers and businesses are redefining how they want to interact with their financial institutions and the types of services they want to access – making an institution's geographic footprint less important and its ability to connect with consumers and businesses on their own terms mission critical. Fiserv helps businesses find innovative solutions that manage costs, protect and grow revenue, and mitigate risks associated with the payment process – while attracting and growing their customer relationships. Today’s environment has forced financial institutions to reevaluate how digital channels and real-time payments can be used to deliver the experiences consumers expect. Whether your customers are paying people or businesses, in person, online or by mobile, Fiserv solutions allow you to maximize the potential of electronic payment processing.

NayaOne stands as your gateway to financial technology, offering a unique Sandbox as a Service platform that empowers institutions to innovate, build, and test digital solutions with unmatched speed and security. NayaOne stands as your gateway to financial technology, offering a unique Sandbox as a Service platform that empowers institutions to innovate, build, and test digital solutions with unmatched speed and security. Seamlessly connecting new technologies with existing banking systems often presents significant technical challenges. Adopting new technologies comes with the need to maintain the utmost standards of data security and regulatory compliance. Growing the business in innovative ways is riddled with risks and the majority of the changes require technology from a third party.

A future where errors and inaccuracies are eliminated using cutting-edge AI, go-to-market is faster and simpler, and customer acquisition is accelerated with tailored lending products and elevated experiences; this future is here, and it’s called Lentra. Lentra is a new-age domain-native platform built from the ground up. It is designed and developed to tick all boxes on the wish list of any financial institution. Ready-to-use with rapid deployment and curated journeys. Microservices architecture with customizable customer journeys. No CapEx with pay-per-user/transaction SaaS model. Always-on, with dedicated data centers. In-built industry-grade secure infrastructure. API-driven for quick 3 rd party integrations. Horizontal scaling to keep pace with growth. From personal loans to credit cards, including giving the ability to transform merchants into cross-sell agents, Lentra has a solution that covers the entire spectrum of a financial institution’s lending needs.

Our SaaS products and solutions allow financial institutions to seamlessly identify optimization opportunities and execute in collaboration with other market participants. Using advanced workflow technology and proprietary algorithms to analyze and execute portfolio optimization with counterparties, we enable firms to: By identifying offsetting trades to eliminate positions you can free-up capital without affecting risk, by moving positions to institutions that may be better placed to hold them, you can open up your credit lines, by creating positions that are more capital efficient, you can access capital from the broadest sources available. Our SaaS products and solutions change everything. Empower everyone. Reimagine how the capital markets operate.

Merge, analyze, correct. Find out how FOCONIS-ZAK ® could give you more time for the essentials in day-to-day business. In close cooperation with credit institutes, auditing associations, auditors and computer centers, FOCONIS-ZAK is successfully used by hundreds of credit institutes with different orientations. As part of the committed FOCONIS project, suitable analyzes or functions relating to the area of ​​responsibility of a professional internal control system (ICS) in accordance with Section 25a KWG are now included for all specialist areas in banking. FOCONIS has set itself the task of immediately, often proactively, providing customers with functional expansions as soon as new requirements arise. Be it control requirements, documentation obligations, reports, minimization of process risks and analyzes or process support. With increasing control, documentation and reporting requirements, paired with requirements for cost reduction, cost transparency and economic efficiency.

Envestnet | Yodlee, the leading data aggregation and data analytics platform, helps consumers live better financial lives through innovative products and services created for more than 1,400 financial institutions and FinTech companies, including 16 of the top 20 U.S. banks. We're powering the future of financial apps and services with solutions for wealth managers, banks, merchants, and more. Find out how we can help you grow. Our data aggregation platform enables financial institutions and FinTechs to help consumers achieve better financial outcomes. We adhere to leading industry practices for data security, regulatory compliance, and privacy. View the latest update from Bill Crager on Envestnet's intention to remain committed to action. Browse our library of white papers, on-demand webinars, eBooks, case studies, and more–all packed with product information, actionable advice and invaluable insights.

Eliminate hours of repetitive work for your operations team and reduce transfer times from weeks to days. Better data validation with AI means fewer rejects, so you can receive transfers faster. Put antsy customers at ease by letting them track the status of their transfers in real-time. Our robust, well-documented APIs allow for automation and straight-through processing. Our user-friendly interfaces with pre-filled fields make it easy for operations teams to process exceptions. Built-in compliance reports and reconciliation save your team time and keep FINRA happy. ACATS can have 17 statuses, 33 failure reasons, and 100s of data codes. We map and handle them all. Integrate with your existing core systems, including FIS/Phase3, BETA, or InteliClear. With GoldenBasis, new customers simply upload an account statement from the brokerage they want to leave. Our AI extracts and validates the fields, which vastly reduces errors.

Do you need to pull consumer credit reports? You can qualify your customers and pull credit with real-time access to the credit bureaus. This will help save time and money while making better lending decisions. If you work with a business, broker, or lender, and are in need of software to pull credit reports, Soft Pull Solutions offers a full range of verification services to make financing easy, safe, and predictable. Maintain full compliance with hard or soft credit pulls with access to the most reliable and accurate reporting information from the three most trusted credit bureaus. Make dependable financial decisions with integrated APIs, automated income checks, and credit reporting software anywhere, anytime.

Delivering the highest return on investment and fastest and easiest deployment, our industry leading platform is revolutionizing the way businesses perform their tax operations and manage their FATCA and CRS compliance. Looking for a scalable and reliable tax compliance solution that meets your needs now and into the future, that can easily be integrated into your current systems and processes? See how our fully automated FATCA and CRS platform is providing value to businesses of all sizes. Demonstrate compliance whilst reducing your costs and risk with a scalable, fully automated online customer portal and tax operations validation portal that can be easily integrated into your current systems. Grow your user base and deliver a superior investor experience whilst reducing your costs and risk with our online customer and investor portal’s fully automated customer onboarding process.

Omnia is a Modular platform that enables the Digital Transformation of your business. It facilitates innovation, boosts your income generation, rationalizes costs, and creates a modern multichannel and omnichannel experience for your clients. All of this with high-security levels. Integrate all of your legacy systems, products, external services, and institutions, all in one place. offer a unique and homogeneous experience to your internal and external clients. Rapidly implement pre-designed business applications that can be easily customized to your present Business requirements. Omnia offers applications with rapid deployment that can speed up your business growth. Preserver the best of your IT Investment with a platform that can adapt to any Legacy system in the market. Reduction of costs and risk of your digital Transformation Process, by enabling continuous innovation of your products and services with scalable capacity over time.

Pre-populate smart web forms with data and quickly generate NDAs, term sheets, subscriptions, KYC documents, and more. Direct integration into Obsidian Suite’s advanced client management database to track all client compliance info. Save time with our simple electronic sign-off, offered via enhanced DocuSign integration. Utilize up-to-date document status tracking and full client interaction tracking via CRM auto-feed. Obsidian’s interactive client portals cover any type of client including institutional, high-net-worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. Obsidian SmartDocs is an industry-leading solution for electronic subscriptions and KYC docs for investment firms. By automating, streamlining and managing investor data flows across systems, SmartDocs helps investment firms grow faster.

At Jocata Financial Advisory and Technology, we are a product company building digital lending, digital onboarding, AML, and fraud management solution for the BFSI industry. We are headquartered in Hyderabad and currently serve many leading top banks and NBFCs in India and abroad. Our technology platform, Jocata GRID, is a fast, adaptive digital ecosystem that handles millions of transactions per day, delivering solutions that drive business growth, streamline operations, provide risk-adjusted insights, and ensure regulatory compliance. Our configurable workflow engine brings all key operational stakeholders onto one unique virtual platform for efficient management and monitoring of business processes. From pulling in customer-related information from multiple sources like financial institutions, watchlists, statutory authorities, credit bureaus and social networks, to processing and analyzing it using the latest technologies, and finally, presenting it in the most convenient manner.

Bancorp has been providing nonbank companies with the people, processes and banking technology to meet their individual needs. As a result, we have become an industry-leading provider of reliable technology-forward solutions that move our partners’ businesses into the future. The Bancorp is the essential partner to help you build, maintain and grow your business. The Bancorp does more than just enable our clients’ payments innovation. We create lasting partnerships with a future-focused approach to technology and services. As a result, we don’t “settle” for solutions that are possible today. Instead, we look to evolving technologies to create more advanced, scalable and nimble services. Today and every day, we work to continuously transform the payments landscape. The Bancorp Institutional Banking business provides financial professionals with innovative lending and deposit solutions that can seamlessly integrate with their wealth management strategies.

With the rapidly changing technology landscape, retail and institutional brokers, modern traders and investors expect trading platforms to offer superior trading experience across multiple devices (web, mobile, tablets), seamless connectivity to multiple stock exchanges/markets, with enhanced customization capabilities and low turn around & implementation time. Dion’s TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions in India for stock brokers and retail investors. The system can be accessed through a web-based platform or a mobile application, ensuring users can easily and securely trade in equities, derivatives and commodities through an intuitive interface. With trading capabilities and market information for all of the major Indian stock exchanges and segments (NSE, BSE, FONSE, CDNSE, NCDEX, MCX, MCXSX, IPO, MF, NCD, GOI, FD, Non-Life Insurance) the system supports trading of CFDs (Contracts for Difference) and users can monitor market data.

Wallie e-Wallet is a complete platform that allows MNOs, MVNOs, banks and financial institutions to launch a digital wallet tightly linked to their core systems. This mobile money solution can be rolled out via agent/CSR led model or online/API registration. User registration and KYC processes required to activate the wallet system are extremely easy. Once registered, users can easily send and receive money from the mobile wallet without using any bank services. Add money into the wallet. Add the multi-account with different currencies. Transfer money to wallet, account in one click. View all the transactions and also raise the ticket if the transaction is not completed. Provide all payment services through one device, whether looking to pay your bills, top-up, transfer or more. Monitoring expenses, identifying the favorite area on spending and instantly reaching the campaigns in the area of interest where the offers and promotions are viewed.

Old infrastructure makes markets difficult and expensive to access. We started with prime brokerage, an industry that has struggled to see any real innovation in decades. Our tech-first platform has redefined what it means to work with a prime broker - improving access, speed, and service for our clients. We want to continue that change across all capital markets, for every type of investor - institutions, active traders, market-makers, and fintech apps. Our scalable prime brokerage platform provides optimal clearing and custody solutions for market participants, without limitations on firm size, return profile, or strategy. We give you access to clean data so you can make more informed decisions, faster. Our proprietary securities lending and funding platforms have allowed us to build extensive distribution channels to support the liquidity needs of our clients and borrower counterparties.

Genesis Global enables financial markets organizations to innovate at speed through a software application development platform, prepackaged solutions and deep expertise in capital markets and financial services. In supercharging developers to rapidly deliver high-performance, resilient and secure applications, Genesis replaces the buy vs. build challenge with a buy-to-build solution. The Genesis platform is designed with flexibility and performance at its core, providing developers with the frameworks, integrations and components required to automate manual workflows, enhance legacy systems and build entirely new applications. Featuring a resilient, real-time service-oriented architecture, Genesis excels across the performance envelope of low-latency, high-throughput and high-scalability, powering mission-critical applications at the world’s leading financial institutions.

At Workspace 365, we believe in simplifying the digital environment to help employees achieve their ultimate work focus. Our personalised digital workplace provides centralised access to all your necessary applications, company information, and personal documents. We integrate everything into one interface, seamlessly connecting legacy and cloud applications to enhance collaboration and create a unified digital experience. With Workspace 365, you can access your workspace from anywhere, at any time, and on any device.

Build your own workspace. Create connected tools that adapt and grow with your company. No coding. Your company changes. Existing tools are always behind, and you have to migrate to new tools. This is a painful and time consuming process. Fibery adapts and grows with your company. A work management platform that replaces many tools inside your company and embraces changes. Create a custom app in minutes. Fibery provides freedom for curious lego-lovers. Create apps with types, formulas, action buttons and views. Connect apps to build a single workspace for all roles in your company. Visualize processes with Tables, Boards, Timelines, Charts & Canvases. Track everything in a single space. Write, plan, track, connect and collaborate to get things done in one workspace. Organize work as you wish, without constraints. Mix Documents, Boards and Charts. Collaborate in docs in real time. Comment, mention, create new entities from text.