Founded 2015
Find 20 competitors in the Financial Services Software. Compare other SaaS such as Ion, POLARIS AI and North52. These EquityEffect competitors have raised $7.7M and together serve more than 9.1M customers and employ over 5.1K team members.
Financial Services Software
ION Group is a global provider of trading, analytics, and risk management solutions for capital markets. It offers a range of software products and services to financial institutions, including banks, asset managers, and exchanges. The company's solutions cover various asset classes, including fixed income, equities, commodities, and foreign exchange.
Financial Services Software
POLARIS AI offers high tech engineering concepts for tourism and finance applications.
Financial Services Software
North52 provides powerful, no-code automation solutions designed to streamline and enhance Microsoft Dynamics 365 and Power Platform applications. Their flagship offering, the North52 Decision Suite, includes a suite of tools to simplify complex business rules, automate workflows, and create dynamic business logic without the need for custom coding. This suite is particularly popular with organizations that have: - complex and/or regulated processes - frequent rule updates The suite’s core modules are designed to maximize productivity in Microsoft Dynamics environments. For example, Business Process Activities (BPA) enables users to create advanced formulas and automate complex processes with over 500 configurable functions. Meanwhile, TestShield automates end-to-end testing of these processes to ensure reliability in live environments. North52’s tools are widely adopted across many industries where regulatory compliance and frequent decision updates are critical: - Finance - Healthcare - Government - Insurance Additionally, North52 offers comprehensive support resources, including training and certification programs to help users become proficient in implementing and managing these automated solutions.
Financial Services Software
Swiss company Alphasys AG combines IT expertise with know-how from the financial world. With the portfolio management system "Netfolio", Alphasys has developed a professional, flexible solution for in-depth asset management. Software and services meet the highest requirements when it comes to convenience, security and compliance. The ScanEngine for automatic entry of bank documents and the integrated CRM simplify administration and adherence with regulatory provisions. In addition to software for asset management, Alphasys also offers its customers an extensive range of services, from data hosting to document processing.
Financial Services Software
Transformd is revolutionising the game in the financial sector, particularly with tier 2 and 3 banks in Australia, by offering a low-to-no-code solution that puts the power back in the hands of subject matter experts. Imagine constructing world-class customer journeys without needing to assemble a software development army or be a coding wizard. That's what we're all about. With our intuitive platform, now any one can build and customise powerful customer experiences, all while sidestepping the complexities and costs that come with traditional software development. It's not just about streamlining processes; it's about enabling innovation at the speed of thought. Call us to find out how easy it is +61 2 9099 1066
Financial Services Software
Voice AI Agents For Financial Services And Other Regulated Industries
Financial Services Software
BidLAN INC. offers a Software as a Service (SaaS) platform that acts as both a fully functional Supplier Relationship Management (SRM) and Bid Management application for Contract Originators (COs) to find qualified contractors to fulfill their projects. The primary goal of BidLAN’s platform and services is to aid Minority Businesses Enterprises (MBEs) through the bid procurement process. As a secondary service, BidLAN also offers certification and finance consulting to meet the needs of each small businesses preparing RFPs.
Financial Services Software
Leadfusion's FEM software solutions build customer relationships and accelerate product sales for over 250 top financial institutions
Financial Services Software
Nexus FrontierTech empowers institutions with financial data processing products through its proprietary generative AI platform that automates data-driven processes, extracting valuable insights from unstructured data to provide traceable data in real time for various financial processes in banking, asset management and insurance industry. Our proprietary OneNexus generative AI platform powers modular AI components to provide traceable data in real time for various financial processes in banking, asset management and insurance industry.
Financial Services Software
Gamified Activity Management Software for Sales Organizations in Financial Services
Financial Services Software
Developer and provider of enterprise-grade SaaS applications. The company enables users to capture and analyze customer sentiment, engagement and to measure the customer experience by brands from the retail, utilities, automotive, financial, credit and medical sector.
Financial Services Software
Developer of an Internet and fiscal service platform designed to provide fiscal and taxation services. The company uses SaaS technology and online platform to provide enterprises with fiscal and taxation service and solutions, including online accounting and online reimbursement, and helps enterprises manage business taxation, enabling clients to improve their account management in an efficient way.
Financial Services Software
LinkedTrade is a leading SaaS Multi-Issuer Structured Products Platform that offers end-to-end automation for the design, pricing, trading and post-trade monitoring of structured investments. At the forefront of the digital transformation of our industry, we leverage modern technologies to offer our clients a digital access to Global Capital Markets with real-time pricing, real-time execution and portfolio analysis. We help to improve client services and we make investing in structured products fast, easy and cost-effective.
Financial Services Software
First Rate Vantage, a division of First Rate, Inc, is positioned to meet the unique needs of GPs and LPs alike. Clients around the world trust us to deliver a reliable investor experience, powerful partnership and portfolio accounting tools, streamlined fundraising, investor reporting, cap table management, and more. Navigating the complexities of managing a fund is challenging enough without the additional constraints of outdated or siloed systems. Our tailored solutions provide fund managers with the tools they require to operate their funds with confidence. For additional information, visit vantage-software.com.
Financial Services Software
HedgeFlows is the smart solution to manage international finances for SMEs. From simple payments to expert risk management. Integrate your accounting system with our platform to remove risks and complexities of trading in foreign currencies, improve profitability, and eliminate manual processes and errors. Our clients leverage their data from popular accounting, ERP or other systems and can turn any foreign currency invoice, sales or purchase order into a guaranteed amount in one's home currency with a single click - weeks and months before the payments are due. Founded by an experienced team that brings together financial markets expertise and the latest technologies, HedgeFlows is building new ways to trade internationally for customers who need them the most - small- and medium-size businesses looking to grow in global markets.
Financial Services Software
AssetVault provides digital legal and financial products (eWills, Insurance referrals and eTrusts) to financial institutions to help them better retain existing customers and acquire new ones. Our mission is to protect you and your assets-today and tomorrow.
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