Online Support

Product Profile

Informatica Cloud for Salesforce

First Release Date:
Language Support:
Technology Category:

Product/Service Description

Informatica Cloud for Salesforce is the integration and data management solution that helps wealth managers get maximum efficiency in leveraging Salesforce. Informatica Cloud provides connectivity to a variety of channels including cloud, on-premises, mobile and social data sources. Its complete integration suite includes Cloud Data Integration, Cloud Application Integration, Cloud Test Data Management, Cloud Data Quality and Cloud Customer 360 for Salesforce.   

Customer Overview

Total Number of customers undisclosed
Customer Size undisclosed
Customer Type undisclosed
Target Market undisclosed
Specific georgaphical coverage undisclosed
Starting price: $1,000/month
Demo & Case Study Urls

Features

  • Sales Cloud to Back Office
  • Closed-loop Service Cloud®
  • Salesforce Analytics
  • Custom Salesforce Apps

Benefits

  • Increased sales momentum and agility, reduced operating costs
  • Exemplary customer service by unifying the customer data
  • Integration of customer data with legacy systems

Platform & Workflow

Server OS undisclosed
Workstation OS undisclosed
Programming Language and API undisclosed
SetUp and Installation Options undisclosed
Deployment Period undisclosed
Reporting Capabilities
Security Options Advanced
The product/service compliant with the following regulatory standards undisclosed

Connectivity, Hosting and Intergration

Hosting Option undisclosed
Hosting provider undisclosed
Devices Supported undisclosed
Compatibility with Database Management System (DBMS) SQL
Third party integration SAP, Siebel. Integration with core back-end systems such as asset management, portfolio management, risk and trust operations, financial data systems like Bloomberg and Thomson Reuters.

Support Services

Support Option undisclosed

Alternatives

Media Coverage (Quick Links)

Product Profile

MarkitSERV

First Release Date:
Language Support:
Technology Category:

Product/Service Description

MarkitSERV represents a global electronic trade processing service for OTC derivatives. The application provides end-to-end trade processing and workflow solutions that support all participants in the process of trading including post trade notices of execution, trade confirmation and allocations to clearing and reporting. More than 2000 active customers of MarkitSERV include sellside and buyside firms as well as execution venues.       

Customer Overview

Total Number of customers 2000+
Customer Size undisclosed
Customer Type undisclosed
Target Market undisclosed
Specific georgaphical coverage undisclosed
undisclosed

Features

  • Extensive clearing coverage
  • Simplified regulatory reporting
  • Automated trade workflow

Benefits

  • Support for a complete OTC transaction lifecycle
  • End-to-end, multi-asset trade processing solutions that support all OTC market participants
  • A broad range of asset class

Platform & Workflow

Server OS undisclosed
Workstation OS undisclosed
Programming Language and API undisclosed
SetUp and Installation Options undisclosed
Deployment Period undisclosed
Reporting Capabilities
Security Options Advanced
The product/service compliant with the following regulatory standards undisclosed

Connectivity, Hosting and Intergration

Hosting Option undisclosed
Hosting provider undisclosed
Devices Supported undisclosed
Compatibility with Database Management System (DBMS) undisclosed
Third party integration undisclosed

Support Services

Support Option undisclosed

Branches

Support Location 1
Country Singapore
Address 1 Raffles Place #15-61 One Raffles Place, 048616
Phone +65 6922 4200
Email undisclosed
Support Location 2
Country United Kingdom
Address 4th floor Ropemaker Place 25 Ropemaker Street London EC2Y 9LY
Phone +44 20 7260 2000
Email undisclosed

Alternatives

Media Coverage (Quick Links)

Product Profile

BondEdge® Wealth Manager

First Release Date:
Language Support:
Technology Category:

Screenshots

Product/Service Description

BondEdge® Wealth Manager is a packaged solution that provides wealth managers and advisors with institutional level portfolio analytics, investment reporting, charts and compliance reports.       

Customer Overview

Total Number of customers undisclosed
Customer Size undisclosed
Customer Type undisclosed
Target Market undisclosed
Specific georgaphical coverage undisclosed
undisclosed

Features

  • Rich capabilities for risk reporting, benchmarks comparisons, total return simulations, and what-if analyses
  • Flexible bond modeling tools

Benefits

  • Extensive data coverage of taxable and tax-exempt bonds
  • A bond database of over 2.8 million securities

Platform & Workflow

Server OS undisclosed
Workstation OS undisclosed
Programming Language and API Microsoft® .NET Framework
SetUp and Installation Options undisclosed
Deployment Period undisclosed
Reporting Capabilities Centralized reporting engine for the creation of customizable reports; Portfolio Scan and Filter tools to quickly create portfolio segments for reporting, stress testing, and cash fl ow analysis
Security Options Advanced
The product/service compliant with the following regulatory standards undisclosed

Connectivity, Hosting and Intergration

Hosting Option undisclosed
Hosting provider undisclosed
Devices Supported undisclosed
Compatibility with Database Management System (DBMS) Access to over 350 global and domestic indices from benchmark providers, including Barclays®, Bank of America Merrill Lynch®, Citigroup®, and Standard and Poors.
Third party integration Microsoft Excel®

Support Services

Support Option undisclosed

Alternatives

Media Coverage (Quick Links)

Related News

Product Profile

PhoenixEFE® Bank Core

First Release Date:
Language Support:
Technology Category:

Product/Service Description

PhoenixEFE® Core is an enterprise software platform for real-time transaction processing and account servicing. PhoenixEFE Core includes modules for customer management, universal loan and deposit servicing, system administration and general ledger. PhoenixEFE Core database also incorporates functionalities for teller, collections, relationship pricing, sales & service, fraud management as well as card management.      

Customer Overview

Total Number of customers undisclosed
Customer Size undisclosed
Customer Type undisclosed
Target Market undisclosed
Specific georgaphical coverage undisclosed
undisclosed
Demo & Case Study Urls

Features

  • PhoenixEFE Universal Loan Servicing
  • PhoenixEFE Universal Deposit Servicing
  • PhoenixEFE Customer/Member Management
  • PhoenixEFE General Ledger
  • PhoenixXM Web Services Transaction Gateway
  • PhoenixEFE System Administration
  • PhoenixEFE Single Sign-On

Benefits

  • High performance transaction processing and account servicing
  • A universal loan servicing application for commercial, consumer and mortgage loans
  • Centralized view of the customer
  • Rich enterprise capabilities
  • User convenience in password management and policy enforcement

Platform & Workflow

Server OS undisclosed
Workstation OS undisclosed
Programming Language and API undisclosed
SetUp and Installation Options undisclosed
Deployment Period undisclosed
Reporting Capabilities Microsoft Reporting Services, Microsoft Excel, Crystal Reports
Security Options Advanced
The product/service compliant with the following regulatory standards undisclosed

Connectivity, Hosting and Intergration

Hosting Option undisclosed
Hosting provider undisclosed
Devices Supported undisclosed
Compatibility with Database Management System (DBMS) Microsoft SQL Server
Third party integration Microsoft Active Directory®

Support Services

Support Option undisclosed

Alternatives

Media Coverage (Quick Links)

Related News

Product Profile

ACI Universal Online Banker

First Release Date:
Language Support:
Technology Category:

Product/Service Description

ACI Universal Online Banker is a digital banking platform that delivers financial institutions global multilingual and multi-currency cash management solutions. The strength of ACI Universal Online Banker lies in its powerful features built within a user interface designed especially for ease of use and a technology platform with easy integration, flexibility and scalability. The broad-based functionality offers  user driven balance and transaction reporting tool, sophisticated entitlements and approval capabilities including panel authorization, and extensive global payment types including NACHA, SEPA, Giro, domestic and international wires, drafts, drawdowns, multi-bank, federal and state tax, and localized payments for the UK, Europe, Middle East and Asia.

Customer Overview

Total Number of customers 28
Customer Size undisclosed
Customer Type undisclosed
Target Market undisclosed
Specific georgaphical coverage undisclosed
Subscription - based

Features

  • Tailored service offerings for small businesses to large corporates
  • Multi-affiliate banking
  • Marketing campaigns
  • Extensive treasury portal capabilities
  • Comprehensive segmentation approach
  • Single sign-on and entitlements

Benefits

  • Personalizable dashboard
  • User experience differentiation
  • Flexible and robust security models
  • eLearning tools
  • Additional bank administration tool
  • Global payments initiation and support

Platform & Workflow

Server OS undisclosed
Workstation OS undisclosed
Programming Language and API The different platforms are mainly based on WebSphere and JBoss.
SetUp and Installation Options ACI’s corporate cash management solution has several parametrization and configuration options to support the different global markets and customer market segments: this includes but is not limited to CSS, configuration files etc… it also has a bank staff
Deployment Period This depends on the multi-country, multi-affiliate and functional requirements but is always defined during the Project Definition Study and can be as fast as 9 months.
Reporting Capabilities BAI or SWIFT; Pixel-perfect reports on account balances, ACH, wire, and transfer payments, uploads and check services information; Calculations, sorting and filtering; Reporting for superior funds management
Security Options Real-time security alerts; soft or hard token authentication, out-of-band authentication solution with a single use code sent to the mobile phone and the user’s self-selected four-digit PIN.
The product/service compliant with the following regulatory standards undisclosed

Connectivity, Hosting and Intergration

Hosting Option undisclosed
Hosting provider ACI has state of the art datacenters in the US and Ireland
Devices Supported undisclosed
Compatibility with Database Management System (DBMS) DB2 and Oracle
Third party integration Available for for multifactor authentication support, SSO, transaction monitoring and client- and transaction authorization. Universal Payment Framework for facilitation of back office integration, Immediate payments and Clearing/Settlement connectivity.

Support Services

Support Option undisclosed

Alternatives

Media Coverage (Quick Links)

Product Profile

Kyriba Enterprize

First Release Date:
Current Version: 16.1
Language Support:
Technology Category:

Screenshots

Product/Service Description

More than 1,300 treasury clients use Kyriba to optimize global visibility, improve financial controls, and increase operational productivity across their cash and liquidity, payments, supply chain finance and risk management operations. Kyriba’s transformative financial solutions enable clients to become strategic partners to their organization by making more successful financial decisions and offering more insightful analysis. 

Utilizing a fully virtualized cloud solution, Kyriba clients enjoy the benefits of 100% SaaS. Implementing the modular and scalable solution across multiple geographies requires only a fraction of the investment of traditional legacy systems, providing simple and secure access to data—anytime, anywhere. Kyriba delivers a full business continuity solution and is audited to the SOC Type II standard to ensure that our clients align with their own information security policies and external regulatory compliance. 

 

Customer Overview

Total Number of customers 1300
Customer Size undisclosed
Customer Type undisclosed
Target Market undisclosed
Specific georgaphical coverage undisclosed
SaaS, modular pricing

Features

  • Cash and Liquidity Management
  • Payments
  • Risk Management
  • Supply Chain Finance
  • Connectivity
  • Security

Benefits

  • Business Continuity
  • 100% SaaS
  • Simple and secure access to your financial data—anytime, anywhere

Platform & Workflow

Server OS undisclosed
Workstation OS undisclosed
Programming Language and API Java
SetUp and Installation Options Cloud
Deployment Period Immediate
Reporting Capabilities Kyriba supports full reporting options, flexible and customizable.
Security Options Kyriba’s standard configuration offers strong password controls such as timeouts, mandatory resets, alphanumeric requirements, and the Kyriba Virtual Keyboard, all of which can be set up to meet treasury and corporate IT policies. The Kyriba Extended Secu
The product/service compliant with the following regulatory standards undisclosed

Connectivity, Hosting and Intergration

Hosting Option undisclosed
Hosting provider undisclosed
Devices Supported undisclosed
Compatibility with Database Management System (DBMS) Import of ERP data
Third party integration Kyriba fully supports all ERP solutions, including SAP, Oracle, NetSuite, Microsoft, and more.

Support Services

Support Option undisclosed
Kyriba has a social community of treasury peers who share a knowledge base online called "Kyriba Social".

Branches

Support Location 1
Country United States
Address 9620 Towne Centre Drive, Suite 250, San Diego, CA 92121
Phone 1 858 210 3560
Email treasury@kyriba.com
Support Location 2
Country France
Address 247 Bureaux de la Colline92213 Saint-Cloud CEDEX
Phone +33 (0)1 77 92 17 17
Email infofrance@kyriba.com
Website kyriba.fr

Alternatives

Media Coverage (Quick Links)

Product Profile

CA Advanced Authentication

First Release Date:
Current Version: 8.1
Language Support:
Technology Category:

Product/Service Description

CA Advanced Authentication is a packaged offer that combines two authentication solutions - CA Strong Authentication (formerly CA AuthMinder) and CA Risk Authentication (formerly CA RiskMinder). The application provides authentication processing for a variety of applications in the organization of any size. The authentication methods include risk-based as well as multi-factor, strong authentication credentials.

Customer Overview

Total Number of customers undisclosed
Customer Size undisclosed
Customer Type undisclosed
Target Market undisclosed
Specific georgaphical coverage undisclosed
undisclosed

Features

  • Comprehensive user behavior modeling for improved risk analysis
  • Password files are not stored which eliminates their theft.
  • DeviceDNA™ fingerprinting
  • Вefault rule sets covering typical fraud patterns
  • Support for a variety of credentials – passwords and knowledge-based authentication (KBA) methods, two-factor software and hardware tokens
  • Out-of-band (OOB) authentication using one-time passwords (OTPs) delivered via text, voice, or e-mail

Benefits

  • Reduces the risk of inappropriate access, data breaches and attacks
  • Secures data without burdening legitimate end users
  • Blocks high-risk transactions and requires step-up authentication for suspicious activity
  • Scales with your organization’s needs

Platform & Workflow

Server OS undisclosed
Workstation OS undisclosed
Programming Language and API undisclosed
SetUp and Installation Options undisclosed
Deployment Period Within hours
Reporting Capabilities Administrator Reports, RiskFort Reports, Case Management Reports
Security Options Versatile authentication engine, device identification, geo – location, device intelligence, user behavior profiling
The product/service compliant with the following regulatory standards undisclosed

Connectivity, Hosting and Intergration

Hosting Option undisclosed
Hosting provider undisclosed
Devices Supported undisclosed
Compatibility with Database Management System (DBMS) undisclosed
Third party integration SAML, API, RADIUS, CA Single Sign-On (formerly CA SiteMinder)

Support Services

Support Option undisclosed

Alternatives

Media Coverage (Quick Links)

Product Profile

C3 Financial

First Release Date:
Current Version: Version 2
Language Support:
Technology Category:

Product/Service Description

C3 Financial is a web-based cash management software with an integrated framework for cash and ATM branch operations.      

Customer Overview

Total Number of customers undisclosed
Customer Size undisclosed
Customer Type undisclosed
Target Market undisclosed
Specific georgaphical coverage undisclosed
undisclosed
Demo & Case Study Urls

Features

  • Accurate cash order and deposit recommendations by denomination
  • Complex analysis of historical cash usage

Benefits

  • Enhanced communication between branches, finance and operation departments
  • Cash management process improvement for de-centralized and centralized operations.

Platform & Workflow

Server OS undisclosed
Workstation OS undisclosed
Programming Language and API undisclosed
SetUp and Installation Options undisclosed
Deployment Period undisclosed
Reporting Capabilities Advanced
Security Options Audit features to monitor order and deposits and automated notifications for limit adherence.
The product/service compliant with the following regulatory standards undisclosed

Connectivity, Hosting and Intergration

Hosting Option undisclosed
Hosting provider undisclosed
Devices Supported undisclosed
Compatibility with Database Management System (DBMS) undisclosed
Third party integration Integration options with correspondent banks, corporate credit unions, armored car carriers and the Federal Reserve to eliminate manual efforts.

Support Services

Support Option undisclosed

Branches

Support Location 1
Country United States
Address 3325 Paddocks Pkwy. Ste. 400 Suwanee, GA 30024
Phone 1.877.495.0687
Email info@cetologic.com

Alternatives

Media Coverage (Quick Links)

Related News

Product Profile

QUIK

First Release Date:
Language Support:
Technology Category:

Product/Service Description

Founded in 2000, ARQA Technologies is a leading independent financial software provider in Russia and CIS. ARQA’s automated front-to-back solutions are used by over 300 sell- and buy-side institutions from different countries.

The flagship product is QUIK – the multifunctional EMS/OMS platform for trading securities and provision of related services. It is used by both Sell and Buy Side for proprietary operations and brokerage/asset management services to clients.

RISQ solutions form the core of QUIK’s highly developed and flexible risk management functionality which is applied to pre-trade checks, portfolio evaluation and margin trading. QUIK offers a line of low-latency solutions for direct sponsored access (via FIX or exchange API) incorporating online pre-trade control.

QUIK modules are used as building blocks for a number of trading infrastructure solutions. These are developed for optimization of trading infrastructure, aggregation and internalization of liquidity (OMS, ALGO, Matching engine, SOR).

Another product line QORT serves to automate middle-and-back-office operations. MidQORT monitors and controls positions/risks across markets and clients. BackQORT ensures real-time operational accounting and generates reports for regulators and clients. Middle office of asset management company capQORT is used for online position keeping and portfolio control.

Client configurations are formed on modular basis with flexible selection of functionality and transparent pricing. The company also offers its software as managed service from its Moscow and Kiev data centers.

Customer Overview

Total Number of customers 300
Customer Size undisclosed
Customer Type undisclosed
Target Market undisclosed
Specific georgaphical coverage undisclosed
http://arqatech.com/en/products/qort/rates/
Demo & Case Study Urls http://arqatech.com/en/support/demo/

Features

  • Multi-asset and venue-neutral (DMA access to over 30 venues)
  • High- and low-touch (incl. algorithmic) trading, latency-sensitive and margin trading
  • Sophisticated and extremely flexible risk management (RISQ solutions)
  • FIX in / out integrations
  • A choice of terminals for end clients and risk/trust managers

Benefits

  • Highly functional, adjustable to client's needs and scale of operations, fully transparent flexible pricing

Platform & Workflow

Server OS undisclosed
Workstation OS undisclosed
Programming Language and API Lua and QPILE (developed for QUIK)
SetUp and Installation Options Purchase or SaaS
Deployment Period 1-4 weeks
Reporting Capabilities Export of transactions from QUIK to external trading platforms via FIX-based solution Export of drop copy to external program platforms and data bases via FIX-based solution Export of trading data to technical analysis systems and external data bases.
Security Options Advanced
The product/service compliant with the following regulatory standards undisclosed

Connectivity, Hosting and Intergration

Hosting Option undisclosed
Hosting provider undisclosed
Devices Supported undisclosed
Compatibility with Database Management System (DBMS) Yes
Third party integration Yes

Support Services

Support Option undisclosed

Branches

Support Location 1
Country Russia
Address Novosibirsk, Kommunisticheskaya st., 2
Phone +7 383 219 1619
Email qortsupport@arqatech.com

Alternatives

Media Coverage (Quick Links)

Product Profile

CargoDocs

First Release Date:
Current Version: C15.5
Language Support:
Technology Category:

Product/Service Description

essDOCS' flaghsip offering - CargoDocs - provides a holistic paperless trade solution enabling the creation and management of original electronic Bills of Lading & supporting documents, speeding up processes such as presentation to banks under trade finance instruments including eUCP Letters of Credit, Documentary Collections and Bank Payment Obligations. Proven to deliver significant value to the entire supply chain, CargoDocs enables importers, exporters, traders, ship operators and banks to streamline processes, reduce working capital needs and risk, while improving collaboration, compliance and visibility across organisations.

CargoDocs is trusted by a rapidly expanding network of over 3,700+ customers ranging from Fortune Global 500 companies to innovative SMEs spanning across 72 countries.

Customer Overview

Total Number of customers 3,700+
Customer Size undisclosed
Customer Type undisclosed
Target Market undisclosed
Specific georgaphical coverage undisclosed
SaaS Pricing Model

Features

  • Enables Paperless Trade & Finance
  • Secure, web-based solution
  • DocPrep allows creation, review and approval of documents
  • DocEx allows transfer of eDocs to other users, including banks
  • Can be used for Shipments (i.e. electronic Bills of Lading) or Warehouses (i.e. eWarrants)
  • eTrade Finance via eUCP Presentation, eDocumentary Collection & BPO+
  • Users can integrate at various points to facilitate automation and STP (Straight-Through-Processing)

Benefits

  • Automated and streamlined solution
  • Less risky, structured lending
  • Save time spent distributing, signing, couriering, storing and retrieving documents
  • Amendments within hours
  • Reduced DSO (Days Sales Outstanding), faster payment
  • Eliminate risk of lost or fraudulent documents
  • STP / automation (SWIFT-compatible)
  • Improved transparency and compliance

Platform & Workflow

Server OS undisclosed
Workstation OS undisclosed
Programming Language and API Java
SetUp and Installation Options No installation, web-based solution
Deployment Period undisclosed
Reporting Capabilities Built-in application level reports and logs
Security Options -Multi-tiered application environment. Anti-virus, managed firewalls, secure VPN, network and host based intrusion detection. Hardened operating system. HTTPS 128bit SSL
The product/service compliant with the following regulatory standards undisclosed

Connectivity, Hosting and Intergration

Hosting Option undisclosed
Hosting provider AWS
Devices Supported undisclosed
Compatibility with Database Management System (DBMS) No
Third party integration API and SAML

Support Services

Support Option undisclosed

Branches

Support Location 1
Country United Kingdom
Address 33-34 Rathbone Place, 1st Floor London, W1T 1JN
Phone +44 20 3102 6600
Email emea@essdocs.com
Support Location 2
Country Singapore
Address 137 Telok Ayer Street, #04-05 068602
Phone +65 6513 1352
Email apac@essdocs.com

Alternatives

Media Coverage (Quick Links)

Related News

Pages