Alternatives to ZagTrader
Compare ZagTrader alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ZagTrader in 2024. Compare features, ratings, user reviews, pricing, and more from ZagTrader competitors and alternatives in order to make an informed decision for your business.
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BoldTrail Back Office
BoldTrail
Complete back office solution built for the cloud and mobile friendly. Simplifies and automates back office work, improving speed and accuracy. Data moves seamlessly throughout the process with no need to manually re-enter anything. Integrates with many CRMs and other tools. Structured implementation and responsive customer service. Additional professional services available. • Transaction Management • Commission Automation • Accounting • Agent Management • Reporting and Analytics In addition to providing functionality for all back office needs, BoldTrail invests heavily in client support: • Knowledgeable, Responsive Customer Service • Integration Marketplace and Open API • Structured Implementation • Detailed Product Documentation • Professional ServicesStarting Price: $5 to $60/month/user -
2
BrightOffice Broker CRM
BrightOffice Cloud CRM
Whether you are a new or established broker or lending business BrightOffice can support you with different versions of our software. We currently provide systems across the board from commercial brokers & lenders to consumer lenders & retail brokers. Our Cloud CRM platforms gives the users the ability to add new products (asset finance, short term lending, bridging loans, invoice factoring….) and diversify into new markets. By having fully integrated loan process workflows (that you define) in your system you can manage your tasks from fact find & credit check right through to application capture & invoicing, all within your own dedicated Broker-Lender Cloud CRM. Here at BrightOffice we know that your cash flow is at the centre of your business, which is why our software helps tracks all money in and out of individual lending cases. All of your data is securely hosted and backed up on our UK servers. -
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iBroker
GryphTech
iBroker is a simplified back office management platform suitable for real estate businesses. With iBroker, users are able to manage listing inventory, automate agent billing, record payments & deposits, generate 1099s, and more. Easy-to-use and mobile-friendly, iBroker is a cloud-based technology that only needs minimal training and has fast processing. -
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Zipi
Zipi
The Future Of Back-Office & Accounting Software. One small step for you — One Giant Leap For Your Back Office. Do more with less! Save time and money with the one of a kind, full-featured back-office and accounting platform designed for forward-thinking real estate brokerages. Automated compensation plans, disbursement overview, agent management and advanced reporting. General ledger, chart of accounts, invoicing, billing, advances, bank feeds and reconciliation. Electronic funds transfer (EFT), commission payouts, earnest money deposits, credit card processing and check printing. BROKERS. Simplify management and accounting Cut administration and accounting workloads with our automated suite of back-office tools. Our commission tracking, calculating and disbursement tools handle even the most advanced commission profiles. AGENTS. Maximize productivity Give your agents the tools they need to measure and manage their success via our goal and deal tracking features.Starting Price: $5 -
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PCS Brokerage
PCS
An innovative solution specifically designed for the needs of investment firms. The investment market today is facing crucial challenges brought on by the industry’s slow recovery from the depths of the recession and the changing regulatory requirements for banks and dealers. In response, leading brokers are attempting to differentiate themselves through unique product offerings and their ability to leverage technology to gain operational efficiency and concentrate on providing better customer services. PCS offers ERP Securities, an innovative solution that completely covers the demanding business needs of financial institutions and brokerage firms regarding market events, and enterprise resource planning enabling the provision of qualitative and competitive services to their customers. PCS Brokerage is a user-friendly application that provides the ability to perform back-office processes. -
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eOmni
eOmni
We provide accounting and business practice systems for real estate businesses that automate and systematize their workflow. Our software was developed to be intuitive and easy to use by automating the time-consuming day to day tasks that eat away at your day. Grow your business with data that gives you advanced insight into every aspect of your business. Tie your entire business together with software that works with every element of your back end and front end management systems, allowing for unsurpassed efficiency. As innovators in software, we pride ourselves on creating incredible technology designed specifically for the real estate industry. Our goal is to improve your business with a system full of rich features, developed specifically for what your business needs. Whether you run a brokerage, or manage property, we have a platform designed to unify and simplify your office. -
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Enfusion
Enfusion
Enfusion is a leading global provider of native SaaS-based investment management technology solutions and services that enables clients to operate from a single golden source of data from the front-office to the back. A platform to boost agility, Enfusion delivers award-winning software, managed services and analytics to more than 500 investment managers and hedge funds from eight offices spanning four continents. All modules use the same background data model, eliminating the need to harmonize code streams and protocols. Portfolio managers, risk, and accounting continuously see exactly what the trading desks see, from market open to close. Front-, middle-, and back-office users can perform their functions and securely operate across desktop, web, and mobile user experiences. -
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ShowingTime+ Front Desk
ShowingTime+
ShowingTime+ broker software solutions are utilized to establish agile and interconnected real estate enterprises by helping with tasks such as displaying and managing offers, gathering local market information for generating reports, and aiding in real estate agent recruiting. Best of all, because ShowingTime+ services are scalable, offices of all sizes can benefit from the efficiencies they introduce. Help reduce your staff’s workload and increase productivity with a fully-featured showing management software platform tailored for administrative staff access. Front Desk includes automatic listing feedback and detailed reports to track agent, office & listing activity. -
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iProp.Money
iProp.Money
iProp.Money provides a banking technology platform that enables real estate owners, brokers and investors, to change how they experience and make real estate deals. Channel partners & investors use the platform to gain transparency into brokerage. Empowering real estate stakeholders to scale up their business for meeting payments, marketing and sales goals. Channel partner management, freelancer management, investor management, payment management, legal assistance, IVR management, customer eKYC, payments and onboarding. Builder management, super broker management, CRM, legal assistance, payment management, IVR management, training, brokerage management and many more. Offers modules such as freelancer modules, training, builder management, CRM, payment management, training, IVR management, loan management and brokerage management. -
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Back Office GURU
Guru Networks
Back Office GURU® is everything a Brokerage needs to automate their operations through the specialization of their commissions, which in turn gives the Brokers the ability to effectively manage their organizations. It has been referred to as the “Brain of the Company” and the Back Office GURU® solution reduces redundancies, eliminates errors, and increases productivity while generating real-time, reliable reports. Advanced Report Generator Tools with Design and Build Interfaces. Save templates and create share groups. Hundreds of Parameters, Output Options and Subtotals to work with. Instead of offering stale Static reporting, the Production Reports Tool provides a comprehensive set of report Generation Tools that allow the customization, and distribution of reports and make it easy for organizations to give employees access to critical information. -
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ezbospro
ezBOSPro
ezBOSPro is a simple back office business intuitive software that’s easy to use, also powerful enough to handle businesses of any size. Manage property throughout the whole deal process from start of the deal pipeline to projected commissions and closed deals. Integrated automated Checklist processes like deal checklists, commission checklists, etc. Provide attorneys, agents, and brokers true visibility into each real estate transaction via email reminders and instant notifications for each step of the process. Detailed commission payments with its breakdown for each property listing by creating individual commission plans for all the agents. Beautifully designed Agent portal from onboard new agents manages their performance, commission plans, % splitting, a grouping of agents under a manager, etc. Manage easy expense tracking such as E/O expenses, MLS Fee, Desk Fee, Technology Fee and many more. Also has provision to assign each expense to different parties to simplify this process. -
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IMSplus
Profile Software
IMSplus is an award-winning Investment Management platform that incorporates a set of solutions targeted to Banking and Investment Management firms, packed with rich functionality and advanced technology. It can be deployed either as a stand-alone or as a seamlessly integrated platform for any organization’s Investment Management IT ecosystem. IMSplus is built to offer flexibility and ease of use, meeting complex and evolving business requirements in the global Investment Management arena. Close monitoring of all Investment Management operations and improved risk control. Tailored services per client segment ensuring improved customer experience. Rich functionality and state-of-the-art architecture securing scalability to meet any business change. Close monitoring of all Investment Management operations and improved risk control. -
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Axia Suite
Profile Software
Axia is the award-winning, web-based, omnichannel, MiFID II-enabled Investment Management software. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements. A configurable dashboard for each user role. Client management (client onboarding, CRM, document management, compliance management) Order & transaction processing. Position keeping, evaluation, and cost calculations. Asset allocation, profitability, performance, and risk analyses. Internally & externally managed assets. Consolidated client and management reporting. Fees management. Automated integration with custodian banks and market data feeds. Multi-tenant capabilities. First class, enterprise-wide solution meeting diverse needs. All the functionality needed on a single, fully integrated platform. Saves time on limited and valuable resources by streamlining processes. Automated integration with custodian and market providers. -
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TS Imagine
TS Imagine
TS Imagine helps companies thrive in capital markets. Our SaaS platform serves all desks and aligns trading, risk and operations to deliver a single source of truth, and brings greater transparency, better efficiency and infinite scalability. The combination of two trusted, best-in-class SaaS platforms creates a new standard in trading, portfolio & real-time risk solutions. TS Imagine reliably streamlines complex and time-consuming workflows across front, middle, and back-office functions. Unifying order management, trade execution, portfolio analytics, real-time risk & compliance, margin, accounting and operations with secure, cloud-based, SaaS delivery. TS Imagine is used by 500 financial institutions and has 400 employees across ten offices worldwide, with IT infrastructure in every region to deliver global reach with stable local presence. -
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Finance Lobby
Finance Lobby
The commercial real estate financing marketplace that connects commercial mortgage brokers to lenders to make the perfect-fit deals. As a commercial mortgage broker or lender, the faster you can connect on a deal, the faster you can close it, but today, commercial real estate financing depends on both parties spending hours working their networks but often missing the perfect connection. We’re the online marketplace that matches commercial brokers and lenders efficiently and easily. With our innovative technology, it’s nearly effortless to make perfect-fit deals. Expand your reach and tap into a virtually unlimited pool of lenders. Our CRE marketplace uses a proprietary, preference-based algorithm to intelligently bring supply and demand together, offering a smarter way to match brokers with exclusively the lenders who can make the deal happen. In other words, brokers get exactly what their client wants while lenders only see the deals they can quote, a win-win for everyone. -
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Broker Brain
Broker Brain
Broker Brain is a user-friendly, intuitive, and powerful web-based property asset management system and REO software created with real estate brokers in mind. Broker Brain provides instant access to all property-related information on the market for real estate brokers. Works great for REO, short sale, traditional, property management, and much more. Broker Brain was designed and developed by the industry's top brokers who understand what it takes to run a successful brokerage house. All traffic to and from our servers is always encrypted so you can know that your sensitive information is always safe with us. Broker Brain also uses multiple servers to host its data. Your information is regularly backed up in multiple locations removing the risk of data loss. Broker Brain will provide you the tools to work smarter and more efficiently saving you time and money. Access all of your information securely from anywhere.Starting Price: $49 per month -
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Profit Power
LanTrax
Profit Power is a real estate back office software that ties all of the critical data a real estate broker needs to run daily operations. We manage listings, sales, closings, commission calculations, check payouts, and more. Profit Power is the central hub for processing closings and paying associates for residential real estate brokers. -
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BrokerIQ
TradeCore
The CRM tool specifically designed for finance, allowing you to acquire, convert, retain and monetize. Keep track of leads, and easily onboard clients. Thorough client overview allows for actionable communication. Make your KYC checks quick & easy. Leading eKYC providers are natively integrated. BrokerIQ’s KYC-based client statuses allow for effortless management and clear overview. Access fully logged KYC and document checks through exportable, dedicated reports. BrokerIQ supports integrations with all major PSPs. You get to pick who will be processing your payments. All transactions, internal and external, are recorded in BrokerIQ, giving you a complete picture of your business. Automate bonuses based on flexible client segment configurations, and bonus amounts, fixed, or percentage based with limits. BrokerIQ is integrated with industry-leading trading platforms. Keep the platforms you have, and easily expand to new ones. -
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Lone Wolf
Lone Wolf Technologies
The Broker Cloud is the industry standard in software for real estate brokerages, with a suite of real estate’s top broker software, including solutions for transactions, back office and accounting, and business insights. Get everything you need to run an efficient—and compliant—business, and put the power to improve profitability and agent performance in your hands. Lone Wolf Transactions adds-on to national, state, and local member benefits to connect directly to your agent’s forms and transactions. So you get a complete real estate brokerage transaction management solution, with agent adoption already built in. Let the leader in real estate brokerage tech handle everything for you, from any commission you can imagine to audit prep, accounting, agent billing and more. Our software does the work while you focus on running your business. -
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Glide
Glide
Fast, simple, safe and mobile-friendly. Loved by thousands of California agents, brokers and TCs. Prepare listing agreements, disclosures, amendments and more on the go via mobile device. Add default values to individual and brokerage forms via Glide's clause manager. Make disclosures simpler than ever with a guided TurboTax-style interface, targeted help content, and advanced compliance checks. Manage signatures across multiple transactions from one simple interface. Our platform is used by more than 60,000 real estate agents on over $100B worth of home sale transactions each year. Agents choose Glide because we focus on making their lives simpler, helping them deliver outstanding customer service, stay compliant and grow their businesses. -
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Rent Application
Rent Application
Rent Application can provide a customized solution to streamline your agents’ workflow and reduce liability. Send applicants with ActiveLink directly via the platform or text message, or post it to your own site or MLS listing. Our smart routing automatically processes funds and deposits them into your account; orders reports and directs them to and notifies the correct agent. Agents can easily share applications and reports with clients. Applicants can be accepted or sent an adverse action letter within the platform. The application audit history is automatically tracked to reduce liability and support FCRA compliance. Customize employee, agent, and client permissions to match your company’s needs. Work with our dedicated team to match your agency’s rental application flow. We use multiple channels to confirm employment history and previous residences, verify income, and validate their company email address.Starting Price: Free -
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REAL/Easy BOS
REAL/Easy BOS
REAL/Easy management software is a developer and service company that focuses on real estate back office operations. With BOS, our goal has been to help you run a smarter company. However, to run a smarter company customers have requested more advanced back office features and internet-based apps and connections that BOS is not able to provide but are needed to compete in the future. To provide for this the support and servicing of BOS customers were offered and purchased by Lantrax in New York which offers the cloud-based Profit Power Back Office along with the complete set of web-based apps that BOS customers have been requesting. Real/Easy and Lantrax have been working together to enable the migration from BOS to the Lantrax cloud-based Profit Power. This enables BOS customers to obtain needed apps to help them compete and run a smarter company. Web-based reporting for all levels of management. -
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IntellCRE
IntellCRE
Data-driven investment decisions and accurate underwriting within seconds. Source, evaluate, share, and close more deals effortlessly and way ahead of the competition with the industry’s leading commercial real estate platform. Even with amazing Excel skills and templates, thorough underwriting and professional reports take time. With IntellCRE you and your team can work better and much faster. Our AI automatically extracts rent and expense data from uploaded documents. Save time and prevent costly errors for you and your clients by eliminating manual processing of rents, leases, and expenses into spreadsheets. Get all-inclusive market data automatically, adjust them according to your preference, or simply compare your rents to the market. Level the playing field by automating your market research and win more deals. IntellCRE’s price auto-estimate allows you to see the optimal price at which to sell or buy your deal depending on data such as sales comps, property characteristics, etc.Starting Price: $22 per month -
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BoldTrail
BoldTrail
BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more. -
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Nirvana Solutions
Nirvana Solutions
One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making. -
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Charles River IMS
Charles River
Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back-office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. A strategic commitment to empowering our customers by enhancing the experience with one platform, one view of your portfolios across public and private markets. Investment, wealth and alternative managers, asset owners, and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back-office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance. -
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Broadridge Investment Accounting
Broadridge Financial Solutions
Broadridge Investment Accounting is an award-winning software solution that includes a global asset class, multi-currency, and real-time platform with professional accounting services to create investment book of record. Cost-effective and highly intuitive, this solution delivers comprehensive, accurate, and timely information and visualization to support compliance, trading, fiduciary oversight, and other crucial investment management functions. Core features include accounting and cash management, custodial and market data integration, integrated general ledger, managed service delivery, among others. -
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Cube Platform
Cube Finance
Cube Platform is a flexible, web based, cloud ready application that features full FIX order connectivity to multiple execution venues and/or custodian banks or brokers, and complete risk and position management. Full user / role matrix enables rapid configuration according to organization's requirements. Developed by Cube Finance - a Swiss fintech company - on the heels of our 20+ year history in risk management, compliance and order management. Used by a wide institutional client base, from regulated (UCITS) fund companies, to indipendent / external asset managers, to banks and brokers offering online trading in listed derivatives and cash instruments, to family offices. Compliant with AML / KYC regulations and MIFIDII specifications. Developed in Switzerland by senior practitioners in finance. Support (GDPR compliant) by finance-fluent and senior technology staff based in Switzerland. -
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Fidessa
ION
Access all your buy sides and brokers. Execute orders on more than 100 markets. And do everything you need in one solution, from automated low-touch trading to complete order and risk management. Equities trading is more complicated than ever. To grow your business, you need advanced technology that can unify your operations, simplify your workflows, and boost your efficiency. Whether you’re a boutique broker or a global bank, Fidessa gives you everything you need for equities trading in one, integrated solution. With sophisticated algorithmic trading, comprehensive order management, seamless straight-through processing to the middle office, and integration with third-party systems and technologies, our solution has everything you need to trade on equity markets worldwide. Get instant access to more than 6,500 buy-side customers and 600 brokers. Execute orders on more than 100 equities markets. -
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QUO
QUO
Manage your portfolios, pre-trade checks and trade in real-time from your positions. Trade all markets with your brokers & banks via our easy-to-use web platform. Aggregate & manage investments across all your banks. Trade 15 million securities across all asset classes globally. Automate pre-trade compliance and risk rules. Referential data covering over 15 million securities. Connect to external systems, consume data, and submit orders. As a cloud-based SaaS platform, QUO is the ideal solution to meet all your work-from-home needs. Manage all client portfolios from anywhere. A holistic view of all your positions and exposures with intraday gains or losses. Access all listed and OTC assets without having to purchase external data. Seamlessly connect to your existing systems. Simply request your bank's relationship managers to be live with QUO and we will take care of the rest. Our specialists will help you tailor the most efficient workflows to maximize your alpha. -
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Fundamental Portfolio Manager
Fundamental Software
The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market. -
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Global WealthES
Fi-Tek
Global Wealth Enterprise Solution – Global WealthES™ (formerly known as TrustPortal) is a comprehensive and integrated Wealth Management solution for large and medium-sized financial institutions enabling them to manage their business most efficiently. The platform entails end-to-end features, tightly coupled to deliver straight-through processing, which creates tremendous scale & efficiency. The application has extensive functionality covering Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting and Securities Processing, Automated Account Review for Compliance, Reports & Statements, Client Access Portal, Performance Measurement, and data analytics for business intelligence. Trade thru integrated FIX engine to over 400 brokers in the market for instant fills and confirmations. Extensive reporting, internal and client reports and statements and built-in data mining tools, with mobile access on any device. -
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AssetMark
AssetMark
As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves. As wealth expands, technologies and investment options become more complex. Clients will expect more from you, don't let your clients outgrow you. From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, and administrative tasks, and more time on your clients. AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly to customize your solutions. -
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Realty Broker Office
Technology Mix
Whether you are a single office or have multiple locations, every real estate company uses software to make things run better. Realty Broker Office provide auto commission calculations; multiple progressive split levels; and a host of reports so that you can always know how things are going. All features are included with your software. You do not pay extra for the fundamental things that your brokerage need. Even as we add features and functions, they are included with your system.Starting Price: $97.99 per month -
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BrokerAnt
BrokerAnt
Manage your properties, clients, and documents. Find suitable offers automatically. Free website for you and your properties. The simplest way to sell, rent, and manage your properties. Helps you save time and money. You can create multiple workspaces (same as an organization) to divide your team and objects. The unique users for each workspace/organization are counted to find out how many users are in your team. Brokerant has a fully featured document management functionality and since we pay for storage we need to draw a line somewhere. Don't worry, the size we give you is plenty enough for a normal team. If you feel like you need more storage, then we have plans for that. BrokerAnt is a simple tool for small real-estate brokers and sales agents. For people who just want to sell their properties or manage their renters. No drama and no learning curve. Just log in from your nearest screen.Starting Price: €9 per month -
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NEXONE Office
NEXONE
NEXONE Office is your complete brokerage solution. Connecting agent files and transaction information directly with your back office and administration guarantees a consistent flow of information and ongoing compliance. In addition, Agents will be able to see exact requirements for various file types and built-in auditing, tracking, and approval workflows means full transparency between the back office and agents on missing information. Coupled with back-office accounting, trade information will populate necessary financial information eliminating any double entry. NEXONE Office was designed to simplify your deal submission workflow. Utilizing feedback from office administrators, NEXONE Office ensures all deal requirements are met and provides transparency on information that is missing. The electronic trade record eliminates common double entries by automatically populating relevant deal information directly into the back office accounting solution. -
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eZmax
eZmax Solutions
eZmax offers an innovative business solution, specially designed to optimize the productivity and performance of real estate agencies. A tool for simplifying and harmonizing processes allowing immediate cost reductions and efficiency gains. eZmax offers a concrete and practical response to the needs of real estate brokers by simplifying the management of daily tasks, facilitating access to critical information and optimizing collaborative work. An essential tool for performance and development of potential. The scope of activities and the complexity of the needs of real estate agencies require the use of numerous software and applications. However, the use of multiple tools entails several risks and disadvantages: loss of time, increase in errors, difficulties in monitoring files, resource management problems, poor efficiency. -
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Placester
Placester
The Placester platform enables real estate agents, brokers, and brands to grow their businesses online and via mobile through seamless MLS integration, natural language search, and eye-catching visuals. In addition, Placester offers a wide range of apps and add-ons for high-impact email marketing, digital advertising campaigns, lead management and streamlining of everyday tasks.Starting Price: $99.00 per month -
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Buildesk
Buildesk
Buildesk CRM is a solution for real estate brokers, consultants, builders, and property managers to manage their sales pipeline. Buildesk is a property management software that provides you with a comprehensive suite of real estate CRM & real estate ERP making. Keep all of your data in a hassle-free, single location so your agents can stay linked to all of their key properties and clients' information whether they’re out in the field or in the office. Automate your business processes with our advanced web-based software solution that provides a fully integrated cycle for operations, finance, and inventory management, solving all your problems related to departmental coordination. Make your sales and property management teams work together with this comprehensive software solution that will help you achieve productivity and customer service improvements. Streamlined processes and intelligent automation.Starting Price: Free -
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Propertybase Back Office
Propertybase
Less chaos, consistent workflows, and better results. Lone Wolf Workspace combines real estate transaction management, compliance, and office intranet into a single ecosystem for streamlined productivity. We provide a secure workspace for agents, clients, and other vendors to share documents, dates, notes, and more. Enable smoother, more reliable closings. Eliminate confusing paper trails and disjointed processes with software that ties together transactions, eSignature, and compliance. Keep critical documents and due dates on track with step-by-step prompts that make it easy for agents to gather document requirements. Lone Wolf Workspace exists to reduce your brokerage’s liabilities. Our real estate intranet creates a connected and engaged workspace for your business. Foster communication, quickly onboard new hires, and provide a 360° view of your brokerage’s day-to-day activities with banner ads, calendars, message boards, announcements, and more. -
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TotalBrokerage
Brokerage Management Solutions
TotalBrokerage connects to every front-end website. We capture your online leads from any third-party portal, lead gen website, Facebook, or custom website to organize and track in one centralized location. The Marketing platform allows you to e-blast hundreds, even thousands of emails per day to your existing and prospective customers. With drip campaigns and a built-in HTML editor, staying in touch has never been easier. Transaction management allows users to create, edit and store all the necessary forms and documents. Track and report on all the contacts and vendors. Use the activity log for a centralized location of any pertinent information, such as inspections. All of your agents commissions will be automatically calculated in any way you want. Flat, tiered, or even fees, we handle any complex commission calculation. We even natively sync to Quickbooks Online or Quickbooks Desktop, so your accountant will stay happy. Track expenses down to an individual transaction or vendor.Starting Price: $399 per month -
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FA Solutions
FA Solutions
Efficiency, reliability, and flexibility - this is what customers appreciate most about FA Solutions. The company was founded in 1999, and since then we have successfully expanded our offices in 4 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East. We're a leading provider of software solutions to Asset Managers, Fund Managers, Private Banks, and Family Offices worldwide. We are more than an IT-service provider. We are committed to understanding and keeping pace with the investment and financial services industry. We combine our knowledge with high-level technical skills and an eagerness to innovate and develop new software. We make solutions to support your company's goals. Our solutions cover the areas of Portfolio Management, Risk Management, Web Reporting to Clients, and Sales & Regulatory tools.Starting Price: Inquire to learn more -
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WealthObjects
WealthObjects
We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools. -
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PM1e
Expersoft Systems
PM1 is used by several of the world's largest private wealth banks to manage assets on a global scale across multiple booking centres. The manifest reasons are grounded by PM1 offering the most comprehensive capabilities of any product in the front-/mid-office category, covering full life-cycle management within the private banking business. From full client regulatory handling, through multi-booking centre consolidated reporting, to an unparalleled user experience, PM1 is simply the only complete software capable of meeting the needs of today's modern banks demanding digital supremacy combined with the human touch. As no software exists in isolation, PM1 also offers best-in-class interfacing capabilities to integrate with core banking systems, order execution systems, and the myriad of other applications in common use. Hosting options include on-premise, in the PM1 Cloud, and via our partnership with the Finstar Open Banking platform.Starting Price: $30000 one-time payment -
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EFAdrin
EFAdrin
EFADRIN is our buy-side SaaS platform. It sits at the heart of its customers’ front and middle office operations. It was born from the fact that every fund manager and family office creates and maintains a plethora of excel spreadsheets. Often these have been downloaded from other systems and then modified and then linked to real time data feeds using market data vendor add-ins. EFADRIN will take these spreadsheets and automate them for your team. We integrate directly with your prime broker collecting trade and custody data and help you reconcile it to your fund administrator on a daily or, more often, monthly basis. This reconciled trade data allows us to provide a shadow PMS from which we can help you track your ideas and target prices, analyze your performance, manage your risk better, and optimize your portfolio for enhanced performance. -
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VestServe
VestServe
Drive accuracy, productivity, growth, and innovation for your business with Vestserve. Powerful and fully integrated, Vertserve is a reliable investment management and accounting solution that provides mission-critical services to leading financial institutions. By integrating the front, middle, and back office operations in a single unified solution, VestServe helps improve business efficiency and performance while reducing total cost of ownership. Powerful portfolio management features include performance measurement rule-based modeling/compliance, breakout allocations and returns, risk analytics, scenario tool, and yield curve analysis.Starting Price: $27500.00/year -
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WealthArc
WealthArc
WealthArc uses a reliable API engine to fully automate, consolidate and unify your wealth data, also reduces the time needed for reporting, compliance and other administrative tasks. WealthArc is an award-winning, user-friendly platform that empowers wealth managers to deliver on client expectations – faster than ever before and with high quality data. The modern asset manager is aware of customers’ growing expectations in terms of security, accessibility, and digitisation. Our innovative platform supports everyday job of asset manager with reliable portfolio management, governance, KYC, CRM, reporting modules and more. WealthArc’s advanced functionalities can safely free time of Single and Multi Family Offices to attend to the finer needs of clients looking for a trust-based relationship. -
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Contemi Wealth Intelligence
Contemi Solutions
Wealth Intelligence (WIN) is a suite of full integrated front, middle and back office wealth management solutions. The integrated Wealth Intelligence system is designed to allow asset and wealth management firms run their complete business life cycle from a single platform, without having to use multiple systems. A bank guarantee is a type of guarantee from a lending institution where the institution ensures that the liabilities of a debtor will be met. A bank guarantee enables the customer, or debtor, to acquire goods, buy equipment or draw down a loan. A modern solution is in dire need for Guarantee Management System where most processes are digital and automated and there exists a good integration between the different parties to enable debtors, agents and risk carriers to carry out their business efficiently. Contemi Bank Guarantee Management System is the perfect fit for a modern Guarantee System where it’s quick and easy to develop customized products for the industry. -
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Financial Portfolio Management System (FPM)
Computer Design
Back Office Module provides the foundation on which all FPM Modules are integrated. FPM can handle all types of instruments including bonds, derivatives, time deposits and of course equities. FPM has powerful cash management functions integrated with trading and general ledger transactions. Projected cash balances can be viewed in real time enabling the users to keep a close watch on liquidity at pre-trade stage. FPM Order Management integrates with the Compliance and Back Office Modules. The Order Management Module provides on-line access to client positions and limits. Deals are verified to be compliant with client mandates at pre-order stage. Allocated deals are automatically sent to the back office. Compliance Module allows users to define a flexible range of compliance rules for monitoring client and investment policy mandates. The Compliance Module is normally used in conjunction with the Order Management Module to warn the user about breaches prior to trade entry. -
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Global Wealth Platform (GWP)
SS&C Technologies
SS&C’s Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage your entire investment process, end-to-end, on a single platform, leveraging a single database, from a single provider. GWP bridges your front, middle and back offices and ensures consistency of data across all phases of the investment process. With GWP, you no longer have issues arising from trying to integrate disparate components for different processes from different vendors. Its flexible, modular architecture makes it highly customizable to unique workflow requirements. Built from the ground up as a cloud-based solution, GWP lowers your overhead, minimizes maintenance requirements and simplifies upgrades.