BlackLine Systems specializes in solutions that optimize and automate financial close processes. An astonishing number of processes within the accounting and finance group are still manual, spreadsheet-driven, and error-prone. The functionality that is offered in BlackLine's applications is... Read More
The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access. Read More
Founded in 1999, FundCount is a global solutions provider of accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients worldwide. FundCount software integrates on a single platform all portfolio, partnership... Read More
By International Private Banking Systems
Managing traditional Banking Operations in a Wealth Management environment. -Client Cash and Treasury Operations -Deposits & Loans -Foreign Exchange -Payments and Transfers ( SWIFT ) -Mortgages -Integrated Accounting Read more »
By International Private Banking Systems
Managing Client Investments in a Wealth Management environment. -Portfolio Structuring and Asset Allocation -Portfolio Modeling -Order Entry -Order Dealing -Trade Settlements -Valuation & Performance -Portfolio Rebalancing Read more »
By International Private Banking Systems
Managing Trust and Client Accounting in a Wealth Management environment. -General Ledger Accounting to Financial Statements -Multi-Currency -Multi-Entity -Cash Management -Asset Management including Non Investment Assets -Asset Revaluation -Distributions -Third Party Aggregation Read more »