Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Smart RIA software with our proprietary Advisor Alert technology combines back office efficiencies with Federal and State compliance to offer an all-in-one RIA management platform that helps you to remain audit ready and manage your business while saving time and money.
Finanical Risk Management from Fiserv supports asset liability management, market risk, credit risk, liquidity risk, interest-rate risk and funds transfer pricing capabilities to give your organization a truly enterprise view of risk.
Prologue Financials is a integrated accounting solution, features enhanced, built-in automation and controls and a newly designed user interface, enabling users to increase the efficiency of financial accounting processes.
Farin Foresight is a robust and flexible solution specifically designed to fit your institution’s particular needs. The model is designed for institutions that aspire to use their ALM solution for strategic planning and decision making in addition to reporting, budgeting and maintaining basic regulatory compliance.
Orchestrate all aspects of financial stress test and credit loss reserving processes, and consolidate results from various systems. A centralized, web-based environment lets you review and execute models, specify scenarios and consolidate results into balance sheets, financial statements and capital plans, as well as generate internal and external reports.