Customer Onboarding Systems

VendorMatch

My Projects Saved searches

ETP C-Box Esprow
ETP C-Box is the world's most advanced platform to automate certification of all inbound connectivity for exchanges, MTFs and brokers. At a time…
GoldenSource Customers GoldenSource
GoldenSource Customers is a leading Master Data Management (MDM) solution for customer and counterparty data. Customers & Counterparties acts as…
Intelligent Banking CRM BankSight Systems, Inc
BankSight announces it’s 6th Release: The First Intelligent Banking CRM for community and regional banks, and credit unions. Here is what this me…
Singletrack Edge Singletrack
Singletrack Edge is a sell side client engagement platform, designed exclusively for capital markets firms with tools for Sales and Trading, Rese…
iDEAL Wealth & Funds Credence Analytics
iDEAL Wealth and Funds is a powerful and scalable wealth management & Investment Management multi-currency solution designed to manage Clients in…
OFS eXimius Portfolio Manager ObjectWay Financial Software
OFS eXimius Portfolio Manager is a multi-channel, multi-entity, multi-device, integrated and customisable software platform, that provides portfo…
Front office Temenos
Front Office is an integrated, role-specific, multi-channel solution, designed to support your daily interactions and long-term relationships wit…
CRM - Investor Relations, Fund Raising and Deal Tracking Vertice Technologies - AltaReturn
AltaReturn’s CRM includes far more than just the basic email addresses and phone numbers: it is a powerful investor database, an integrated fund-…
Multifonds Global Investor Multifonds
Multifonds Global Investor is the leading end-to-end investor servicing and transfer agency software supporting more than 20 fund domiciles and $…
WDX ONE Client Lifecycle Management Wealth Dynamix (WDX)
The WDX ONE client lifcycle management platform provides five key pillars of technology that are vital to support wealth and investment managers…
SymbioSys Sales Tool C2L BIZ Solutions
Advent Portfolio Exchange (APX) Advent / SS&C
Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm – from executives to portfol…
Axia Robo Advisor PROFILE Software and Systems
Address new market segments, offer automated services while increasing productivity and profitability Being at the forefront of technology the Ro…
channelUNITED Zenmonics
channelUNITED®platform provides an open standards, core-independent, omnichannel solution that spans both self-service and assisted channels to m…
SKi Genasys Technologies UK
The Genasys SKi®platform and SKi®toolset is a powerful enabler for the insurers seeking a software platform that supports growth and strategic in…

Search results

No results

Show results & filters