Payability 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.

Business banking made for America. Business builders asked for better banking. So we built NorthOne. Open an account in minutes. Building your business, creating jobs and serving your community is what you do. It’s hard work. NorthOne makes the hardest parts of running your business easy. Focus on the road ahead, we’ve got your back. NorthOne is proudly built for small businesses, startups and freelancers across America. Make payments easily, keep tabs on your money and put your finances on autopilot through smart integrations with the tools you’re already using. NorthOne was built to make managing money easy so you can focus on running your business. No more branches. No more lines. No more paperwork. Get complete access to your NorthOne Account from your phone or computer, wherever your business takes you. Create Envelopes for taxes, payroll, rent, and anything else automatically.

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

Instant Bank Verification provides real-time, user-permissioned financial data aggregation and verification designed for lenders. What you can do with IBV? Verify users’ identities and reduce fraud. Verify real-time account balances. Understand income and verify employment. Access detailed transaction history. Verify borrowers’ assets straight from the source. Add flexible pricing - where you only pay for services when you use them - and IBV stands apart as a right-sized solution for your loan originations. Ideal for retail loan origination, short term lending, auto financing, property rental, and more. IBV is powered by an easy to integrate web portal that can be added directly to your existing website or a fully documented API. To better understand how IBV works, check out the demo on our website.

Technology and financial services for a more inclusive world. Lendable provides capital to emerging and frontier market fintech companies and provides technology, asset management, and advisory services to leading investors. Connecting investors to fintech with technology, capital solutions, and services. Maestro, our proprietary risk tech platform, is a full-service underwriting and risk management suite. Maestro features include core banking APIs, payment gateway integrations, verification technology, a proprietary database of loans for benchmarking, and BI dashboards. We started as a risk technology company, it’s still at the core of everything we do. Open-ended funds, closed-ended funds, local currency channeling, and bonds (coming soon). Fintech, balance sheet debt for an existing business. SPVs for business expansion, local currency advisory.

Focus on prospects with the credit condition to close, and less time on prospects that have no chance. By spending time on deals that have the credit condition to qualify, our customers find that they increase sales and revenue. iSoftpull takes the guesswork out of knowing if a prospective client has the credit condition to qualify for financing. Sign up for a free demo account to see the software in action. iSoftpull enables businesses to optimize their sales and marketing efforts by giving them on-demand access to TransUnion and Equifax credit reports. By knowing your customer's credit score right out of the gate, you can send marketing material relevant to them. No more wasting ad spend and other marketing costs on leads that have no chance in qualifying.

Cash is the lifeblood of your business - and amid uncertain economic conditions, you need to optimize working capital more than ever before. Centime takes cash management to the next level. The only all-in-one platform for AR, AP, cash flow, credit and banking solutions, and more, Centime empowers you to take control of your cash position and make better decisions about what collections to prioritize, what bills to pay, and how to maximize every dollar. With Centime, you can: - Get paid faster with automated Accounts Receivable. - Take the pain out of payables with automated Accounts Payable. - Strategically plan and manage inflows and outflows with Cash Flow Forecasting. - Secure working capital lines of credit with CentimeCredit. - Protect your cash, prevent fraud, improve yield, and diversify deposits with CentimeSecure. - Get actionable insights to help you optimize working capital with advanced monitoring and KPI reporting.

A key control parameter for your working capital is the cash conversion cycle. Calculate your individual cash conversion cycle on the basis of your own business processes and determine how you can improve your cash conversion cycle, and thus your working capital, by improving one or more KPIs. Our financing platform offers you all common supply chain finance instruments and lets you optimize your global financing of goods and services. The Traxpay platform connects you with your suppliers and financing partners, simply, quickly, and securely. Digital forfaiting offers you the opportunity to generate additional liquidity quickly and conveniently. You sell your outstanding trade receivables to financing partners without recourse and receive the full agreed sales price directly. With dynamic discounting, your suppliers have the option to decide which invoices they accelerate, and when. The earlier payment is requested, the higher the discount.

Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.

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.

Airwallex is the business account built for global businesses. Your account comes standard with features like multi-currency business accounts, so you can collect and hold money in over 11 currencies while avoiding double conversions. Issue virtual debit cards for you and your team in seconds. Transfer money internationally in up to 23 different currencies, without the excessive fees and transfer wait times. Integrate with our API to improve your platform product offering and scale your business. Invoice and accept payments from international customers in their preferred currency. Seamlessly connect your business accounts with popular platforms like Amazon, eBay, Shopify and PayPal. Pay out in the same currency, or convert and withdraw in USD using outstanding FX rates. Issue new virtual payment cards in seconds. Change spend limits and revoke access, all from our online platform.

End-to-end solutions of payment processing, acquiring, and white label cards for banks, PSP-s, Fintech-s, and online merchants. Robust payment system to accelerate business growth. Processing, full in-house PCI Level 1 certified processing for VISA, Mastercard schemes Issuers and Acquirers in EUROPE and Asia-Pacific region. Top-edge E-commerce payment gateway solution included in the technical processing service. DECTA Gateway API. Integration for authorization switching is possible both through ISO 8583-based protocol and REST API. For live program management, DECTA Issuing API is used. Switching & Clearing. DECTA uses Active-Active deployment for all critical processing systems, which allows supporting up to 99,99.. uptime even including planned downtimes for system upgrades and ICO releases.

Credit analysis and data science are where we excel. From an online application to a finalized credit approval or one-click checkout in seconds, we've established the future of credit assessment through integrated alternative data points. Scale your sales growth without risk by offering your clients one-click B2B PayLater payment options. They can borrow money to purchase more supplies & inventory, and you still get paid upfront. Leverage your recurring revenue to access non-dilutive capital to accelerate your growth capacity. Offer your merchants up to 80% of their gross merchandise value (GMV) upfront to keep growing their business. Merchants get one click at checkout, advancing their receivables we wait for buyers and platforms to pay us. Our high-performance technology combines AI and data analytics for a seamless embedded lending solution with no additional income documents or paperwork. Together with you, we're accelerating the growth of the digital economy.

Manage financing efficiently with FinCompare. The digital platform for entrepreneurs. FinCompare offers modern financing solutions for medium-sized companies. Time is precious - especially for you as an entrepreneur. We guide you through the financial jungle and find the best financing solutions quickly and independently. So you can concentrate fully on your business. FinCompare is the innovative financing platform for SMEs. With our independent advisory approach and with the help of the latest technology, we offer a convenient central point of contact for all financing questions relating to your company. We take care of your financing so that you can focus on your operational business. You make a free & non-binding inquiry via our online portal. The whole thing only takes 2 minutes. We will provide you with up to 5 tailor-made offers. You choose the best for yourself. You conclude your financing in the shortest possible time. We take care of the rest.

SnapAP is a cloud-based accounts payable solution that enables organizations to digitize their complete Procure-to-Pay workflow. With SnapAP, users can handle all invoices, whether they are covered by a purchase order or not. SnapAP also serves as a communication platform including buyers, suppliers, AP, finance and payables in the process. The supplier portal embeds vendors in a self-serve accounts receivable management tool, eliminating the need to scan or manually enter invoices. ERP flexible and complete searchability for instant access to suppler information, PO and revisions, approvals, invoices, and payment information. SnapAP provides an enhanced level of control, secure data sharing, and cash flow visibility. Easily accessible with the latest internet browsers, as well as Android and iOS mobile devices.

PreIPO® is an innovative global fintech brand. This disruptive private equity platform is uniquely designed to optimize distribution, maximize liquidity and democratize the capital formation process for issuers, intermediaries, and investors. PreIPO is a hub for Investors (accredited investors & qualified purchasers, on-shore and off-shore/family offices), to view & seamlessly transact in pre-IPO deals. We work with financial services industry professionals such as investment bankers, broker-dealers, private equity, hedge funds, and venture capital to list their offerings. Access the PreIPO platform for cutting-edge technology, proprietary tools, and insights to optimize distribution, maximize liquidity and democratize the capital formation process for issuers, intermediaries, and investors.

Credit products without a bank sponsor. Offer a compliant credit product in weeks, not months. Bank sponsorships and obtaining state licenses can take years. Onbo’s fully licensed and compliant credit products can be embedded into your comprehensive financial service, allowing you to GTM fast. Bring your own KYC, fraud, and underwriting policies. It's easy to get started and customize them with scale. We help you get started with debt capital of up to $1M at a cost to us. As you scale, we introduce you to our debt capital partners and help you get your first facility. A credit builder feature allows users to build their credit using microloans for everyday purchases. Our personal loans can be modified using 15 different loan parameters and come with our flexible loan management system “LMS.” Lines of credit are revolving and are useful for borrowers to extend spending capacity.

Fast and easy global B2B payment solutions for freelancers, sellers, SMB/SMEs, and enterprise-level businesses. Metaprise enables you to quickly pay and get paid in multiple methods around the world, all in one platform.

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.

i2i Logic combines the best available corporate financial data with your company spreads to generate insight and drive the market activity of your front line. The analytics and insights are delivered via a digital platform to be used by corporate bankers and advisors at their desks and in the field directly with their clients. Typical users include relationships, markets, supply chain and transactional bankers as well as credit teams, bank executives and non-bank corporate advisors. Automated data-driven prospecting from 100,000s of companies and thousands of industry profiles. Financial and operating metrics analysis with dynamic benchmarking against industries and peers. Conversation modules to share with your clients – including capital needs, debt sizing, liquidity, markets, and transaction banking.

Payfree Financial is a well-experienced organization in making B2B Multi Recharge software, Website Designing, Money Transfer Software, E-Commerce Shopping Portal and Mobile Recharge Apps Development. You can recharge Mobile, DTH, Data-Card, Post-Paid, Electricity, Gas, Insurance, Money Transfer Service and Pan Card. whatever you wish just by one-clicking buttons.

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.

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.

Satago is forward-thinking cash management software for businesses and their accountants. Risk insights and credit control makes getting paid on time easy and helps you avoid bad debt, while flexible finance gives you access to cash when you need it. Satago connects with 300+ accounting software packages and integrates with all the major email providers, offering an all-in-one cash management solution which complements and enhances your accounts package. Empower your business decisions with real-time credit insight into new and existing customers. Get notified when your customers’ risk level changes and protect your business from bad debt. The Satago team is always on hand to help, whether you’re a business owner looking to save time, or an accountant who wants to offer a wider range of services to clients. Get in touch today. Satago is perfect for remote working. Our cloud-based software allows you to manage your finances wherever you choose.

Intrinio is a full-service financial data provider with a focus on serving the B2B market from startups to enterprise level customers. Intrinio offers introductory price points and data subscription packages to scale, making it still affordable and accessible for developers and quants. If you go to our website and sign up or chat the team, you can get an account, API keys, and trial the data within minutes. Intrinio offers trials, monthly and annual pricing, fully customer support, and co-marketing. Our data is backed by an expert team and infrastructure that is light years ahead of our competitors. By focusing on foundational data products such as stock market data, esg and fundamentals, we're able to provide high-quality data, cutting-edge tools, and premium support to our clients. We are experts in XBRL, standardization, licensing, customization, tools, and support.

With CreditHQ we provide financial insights to ensure your business is trading with the best customers & suppliers and most importantly we help you get paid on time! Know which company's financials are heading in the wrong direction, find out when someone starts paying all their suppliers late, and spot the trends ahead of time so that you can take the action needed to protect your business. CreditFocus has been providing credit scores and financial data since 2008 to UK small businesses who are keen to understand the risks associated with trading with other businesses. Tools for managing the debt collection process supplement the data, including the ability to send solicitors letters requesting prompt payment. Surviving in business is hard, and in some industries, it’s much harder to survive than in others. You can use this calculator to assess the chances of survival for businesses in different industries, so you know what you’re up against.

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.

Rightfoot provides secure connectivity to millions of business and personal accounts, without requiring a log-in. Our proprietary technology eliminates the customer burden of remembering various passwords across their financial footprint. Rightfoot shines a light onto accounts previously opaque, giving you a comprehensive financial picture of your customers. A customer's financial picture can dramatically change since the last refresh of credit bureau data. Rightfoot taps into the source of truth so you can make confident underwriting decisions. Determine creditworthiness with visibility into chargebacks, payment disputes, & more. Unlock seamless product experiences by avoiding industry-standard 40% dropoff. Leverage customer-level financial data to hyper-target your product offerings.

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.

Sequence is a ledger-as-a-service that enables organizations to securely track and transfer balances in a token format. Using Sequence organizations can securely manage their financial assets in a token format on private ledgers and, soon, seamlessly transfer them across public networks. Sequence is used by companies building the future of finance and commerce in a wide range of applications. Store & transact user balances. Securely custody customer funds. Issue, service, and sell loans. Manage consumer & driver balances. Focus on shipping and scaling your product instead of building and maintaining ledger infrastructure. Easily add new accounts, asset types, and even products, with no need to re-code your ledger. Architected for the enterprise, Sequence scales as your business does. Share portions of your ledger with partners, reducing complexity and opening up new business possibilities. Immutable, append-only cryptographic data model prevents tampering and corruption.

Banks, fintechs, hotels and merchants are striving to win the minds and hearts of their customers by creating valuable experiences for them. Collaborations between merchants and banks will deliver the richer, seamless and relevant commerce and banking experiences consumers expect today. The ability to deliver offers to cardholders at the item and category level instead of just the merchant level — providing powerful discounts that drive everyday spend and big ticket purchase. Improved experiences for business spenders — the ability to automatically and seamlessly have their spend at hotels, restaurants, and other merchants synced directly with their banking app and expense management platform. A way to reduce time and money spent dealing with fraud claims, transaction disputes, and chargebacks — increasing operational efficiency throughout your organization.

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.

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.

Our product recommendation engine, email solutions, and other personalization services easily integrate or plug right in with your ecommerce platform — no matter which one you work with — to increase your sales up to 50% and conversions up to 8x. With Strands personalization software and recommendation engine, you’ll increase shopping cart sizes and sales conversion from the very first day. Personalization is about creating a 1:1 relationship with your customer, understanding who they are, and then leveraging that knowledge to create the greatest possible value for you both. With Strands Retail, you’ll achieve both your short-term goals of instant increases in sales conversion and AOV, as well as your long-term goals of building better relationships over a lifetime. Offer spot-on product recommendations and dramatically increase sales. Learn more about the Strands product recommendation engine.

Embed loan repayment, data, balance transfers and automation - all through a single API. Method allows developers to engage with their users’ debts with our debt-agnostic solution. Lower lending risk and increase revenue by engaging directly with your users' debts. Method connects to all student loan, credit card, auto loan, mortgage, and utility bill merchants out there. Method's APIs don't break and the users never have to re-authenticate. Method handles compliance requirements, identity verification, and bank partnerships so you can focus on building. Initiate payments to any of a user's liabilities. Settlement in as little as a couple of minutes. Instantly retrieve all their liabilities - no credentials required. Method will return real-time data for all liabilities for a user. Attract top talent and retain employees by addressing one of their top concerns: financial wellness.

Fully flexible and configurable implementation options include; bespoke, private cloud or on-premise deployment, customizable functionality and white-labeling and the ability for workflows to adapt in real-time in response to data from external sources. Our workflow platform Aurora digitizes and automates end-to-end capital market processes such as bond issuance and post-trade data management. Aurora can be configured to set up a workflow for any participant within the primary markets value chain, either as an internal tool within an organization or to interact with external stakeholders to build seamless user journeys. The platform enables structured or unstructured data sources to be utilized, these can be easily converted to standard formats for seamless end-to-end data management across teams using internal and external services. Access a template library of machine-readable, legally compliant documents all prepared by prominent capital markets law firms.

We offer a complete CapEx system that cover all aspects of CapEx such as: Budgeting, Forecasting, Approvals, CapEx Requests and Post Investment review which leads to efficiency and getting your time and money back. With CapEx360™ you can allocate and track where your money is going. Not only will the CapEx360™ software customize to your CapEx approval path allowing for multiple workflows, it also allows for budgets to be uploaded or created right in the system. Forecasting and forecasting scenarios can be added and tracked. Even today, Capital Budgeting is still being managed through spreadsheet and emails from different people, departments, locations and sites. This can lead to overspending, project delays and inaccurate foresight. A Capital Expenditure software that was able to handle a large volume of CapEx requests. A system that is both flexible and easy to use with a robust approval process.

Pre-Approval of One allows consumers to initiate an application for credit with no impact to their credit score. Lender evaluates applicant’s creditworthiness and offers a commitment to lend, subject only to collateral requirements or conditions. A hard inquiry will be posted if the consumer moves forward with taking the pre-approved offer and meets the conditional credit requirements. Create a single, low-friction experience for credit seekers as well as credit applicants. Help boost take rates by collecting all the information that you need to underwrite the consumer at the time of ingest. Establish consumer expectations and acknowledging they are valued by reducing their time commitment in the application process.

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.

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.

Options are on a mission to transform financial sector technology. We aren’t market participants ourselves, but the No. 1 provider of IT infrastructure to global Capital Markets firms, supporting their operations and ecosystems. We’re proud to provide high-performance managed trading infrastructure and cloud-enabled managed services to over 550 firms globally, providing an agile, scalable platform in an Investment Bank grade Cybersecurity wrapper. Our clients include leading global investment banks, hedge funds, funds of funds, proprietary trading firms, brokers, dealers, private equity houses and exchanges. These clients are supported daily, across over 20 countries, in a true 24×7 ‘follow the sun’ model; we have someone on hand to assist at any hour of the day. With offices in 8 key cities; New York, Toronto, Chicago, London, Belfast, Hong Kong, Singapore and Auckland, we are well placed to service our customers both onsite and remotely.

Low-cost bank account management software for non-profit organizations. DLS Financials menu follows the flow of the workload for working with savings and loan accounts. In the configuration settings, you have the ability to create your own custom drop lists to complete fields with just a click of a button. There are features to prevent parishes from getting overextended with debt. Add documents, spreadsheets, emails, images, and PDFs into the data and link them to location, accounts, or transactions for easy viewing. Create automatic transactions for repeated events. Global functions allow for massive work to be done with the simple click of a button. DLS Financials has the unique ability to be molded to fit almost every possible user need. With multiple configurations and default options as well as the ability to request additional management reports, functions & features, which makes possible to claim that it will do what you need it to do.

WebVision is a highly-secure, fully customizable cloud-based website content management system (CMS) and investor portal platform used by asset managers to address the demands of their clients for access to fund marketing materials, account and fund-level performance data, and other reporting requirements. WebVision is deployable as a fund or investor reporting module connected to an existing website, or as a stand-alone custom website built from the ground up by Imagineer’s in-house design services team. All investor and prospect communications can be automated through this powerful and secure online portal. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. Utilize the integrated Fiveblocks reputation management platform to analyze user activities, monitor your digital reputation, and build your brand.

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.

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.

Improve the financial health of your employees while reducing PTO liabilities and increasing cash flow for your company. Sorbet’s sweet PTO cash-out solution allows employees to cash out the unusable portion of their PTO while reducing the liability for employers. Give your employees instant access to their hard-earned compensation when they need it the most, leaving their monthly salaries untouched. Sorbet doesn’t cost your company a penny! In fact, it actually saves your company money. If your employees don’t cash out, you pay nothing. If your employees cash out, you save money! Track the projected value of your PTO liability over time. Get insights into the financial and overall wellness of your company. Give employees the freedom to choose how they want to spend their PTO. Help your employees achieve better financial wellness. If we can improve morale and enable our employees to pay their bills and live the life they want with very little cost to the company, it’s a win-win.

AlphaStream makes financial markets more effective for your clients and more profitable for you. The AlphaStream experience platform takes all of your disparate financial data sources and brings them together into one unified solution for delivering hyper-personalized financial market data experiences to every single client. Your teams will have groundbreaking access to not just what your clients do, but why they do it. Discover how your teams can improve the client experience for more profit, improve sales targeting and conversions, programmatic digital campaigns, personalize education and much more. The platform is the first data experience platform built specifically to transform all real-time financial market data and deliver a personalized client user experience to the most effective channel. Ingest all of your financial data including, news & social, web, market datasets, alerts and notifications.

MobiFin Elite is one-of-a-kind digital financial platform that helps banks and financial firms to create solutions suitable for the constantly innovating financial marketplace. Security, scalability and omni-channel capability form the focus of this platform. Deployable on-premises, on cloud or in hybrid fashion, MobiFin Elite lets you be free of any infrastructural expenditure because we care for you so you can care for your customers. Experience the magic of a sophisticated platform with Kafka-based messaging bus architecture Leverage the power of most-secured digital financial platform ever as we ensure near-zero frauds in financial transactions. Futuristic platform with all interactions using APIs making it easy to integrate with new digital solutions and third-party services. Your customers can enjoy seamless experience across all digital channels giving them ease of use and convenience.

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.

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.