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Solution
BY ROLE
Investment Managers
Buy Sides, Asset Managers, Asset Owners
Capital Markets
Sell Sides, Brokers, Liquidity Providers
Asset Servicers
Custodians, Fund Accountants, Tax Agents, & Middle Offices
BY SOLUTION
Broker Trading Account Management
Be ready-to-trade first, prevent post-trade issues
Asset Servicer Account Management
Custody, Middle Office, Fund Accounting, Tax, & Sec Lending
Legal Agreement Management
Digitally create, auto-version, sign, & amend contracts
SSI Issue Resolution & Management
Ensure SSI data security & validity, quickly address issues
Trade Exception & Confirmation Management
Proactively manage and resolve trade issues
Securities Funding Management
Calculate and manage FX required to fund securities trades
Platform
Company
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Solution
BY ROLE
Investment Managers
Buy Sides, Asset Managers, Asset Owners
Capital Markets
Sell Sides, Brokers, Liquidity Providers
Asset Servicers
Custodians, Fund Accountants, Tax Agents, & Middle Offices
BY SOLUTION
Broker Trading Account Management
Be ready-to-trade first, prevent post-trade issues
Asset Servicer Account Management
Custody, Middle Office, Fund Accounting, Tax, & Sec Lending
Legal Agreement Management
Digitally create, auto-version, sign, & amend contracts
SSI Issue Resolution & Management
Ensure SSI data security & validity, quickly address issues
Trade Exception & Confirmation Management
Proactively manage and resolve trade issues
Securities Funding Management
Calculate and manage FX required to fund securities trades
Platform
Company
About Us
Press Room
Insights & Conversations
Contact
Login
Book a Demo
Insights & Conversations
Webinar: How Buy Side Firms Streamline Their Operations
05 Mar 2025
Webinar: AI Innovation for Legal Agreements & Negotiations
20 Feb 2025
Webinar: FMSB Standard & KYC Data Exchange
05 Feb 2025
Webinar: Ready-To-Trade with DTCC
23 Jan 2025
Feature Interview: Global Custodian
