Product overview:
Paragon acts as a central portfolio accounting hub, connecting your general ledger, OMS, customer reconciliation and confirmation systems.
Your problems solved:
Looking to reduce your back-office overhead? Looking for portfolio accounting efficiency? Looking to reduce position reconciliation times?
Clients we help:
- Banks and credit unions
- Correspondent processors and banker's Banks
Who may be interested:
- Controllers
- Portfolio analysts
- Treasurers
- Treasury operations manager
Product overview:
Risk profiling, portfolio construction and risk analysis tools for private client wealth managers, and a suite of optimisers and strategy research tools for institutional fund managers.
Your problems solved:
Looking to enhance client acquisition, control consistency across client assessment and investment strategy, and monitor portfolio risk? Looking for new ways to enhance portfolio construction?
Clients we help:
- Private wealth
- Institutional investors
Who may be interested:
- Investment managers
- Relationship managers
- Compliance managers
- Sales and marketing
- Private bank CEOs
Product overview:
Salerio accurately and effectively automates the post-trade process, delivering increased productivity and reducing the risk and cost of settlement failures and interest claims.
Your problems solved:
Looking to cut costs attributed to trade failures? Need to cope with higher trade volumes but with less staff? Carrying too much post trade risk? Want to improve STP rates?
Clients we help:
- Investment managers
- Hedge funds
- Third-party administrators
Who may be interested?
- CFO
- Head of Operations
- Head of IT
Product overview:
CO-STARS is a retail fund/transfer agency solution that underwrites the end-to-end administration of collective investments including ICVC/OEICs, equities, unit trusts, together with Child Trust Funds and all cash instruments.
Your problems solved:
Need a system that fully supports regulatory compliance across retail investment operations? Need to improve client servicing? Finding it hard to take advantage of new product initiatives in the rapidly evolving retail landscape?
Clients we help:
- Medium and boutique sized asset managers
- Third-party administrators
- Retail bank and building societies
- Friendly societies
- Hedge fund administrators
- Wealth managers and private clients
Who may be interested:
- Investment operations managers
- Head of platforms
- Back office managers
- Retail fund admin managers
- Third party administrators
- Head of transfer agency
- Head of savings products
- IT managers
- Business development and marketing
Product overview:
Abraxsys offers an integrated banking solution covering centralised accounting, corporate and retail banking, treasury, payments, internet banking, BI and compliance.
Your problems solved:
Need to replace legacy or disjointed systems so you can easily scale for growth? Need to reduce system and operational costs? Need a system that can be cost effective even for small transaction volumes?
Who we help:
- International banks
- Wholesale banks
- Commercial and retail banks
Who may be interested?
- Compliance officers
- Head of operations
- Head of IT
- CFO
- Branch managers
- Heads of "business"
Product overview:
Used for planning, budgeting and risk management purposes, Almeter provides an automated industry-recognised methodology for analysing and enabling decision making on all on and off balance sheet interest rate line items.
Your problems solved:
Need a better way to manage interest rate risk in challenging times? Worried about the impact of economic shocks on your balance sheet? Require improved financial and business risk management?
Clients we help
- Wholesale/retail/investment banks
- Credit unions/mutual societies
- Treasury departments
- Risk/planning/compliance departments
Who may be interested?
- Compliance managers
- Head of operations
- Head of IT
- CFO
- ALCO committee
Product overview:
Altio provides the expertise and technology to deliver modern online applications and services built around your data and processes. Using an open web framework, Altio focuses on accelerating data integration, data visualisation and rich data interaction through a browser.
Your problems solved:
Need to visualise and interact with complex data in new ways? Need to improve the digital delivery of your data? Finding it hard to see past the fog of web tools and technologies?
Clients we help:
- Research firms
- Financial Services firms
- Data rich companies
