Products

With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and ease—better solutions, built for better customer experience.

As part of the WealthTech suite, Eximius is a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution. The solution is designed to manage the entire client life cycle, from prospecting through onboarding, to ongoing service delivery

CEPRES is the first platform built for the age of digital transformation in private markets. Our investment data platform provides real-time and predictive analytics to unlock better investment outcomes and drive better, faster decisions. CEPRES clients leverage proprietary deal data and complete cash flows from the largest private market ecosystem, containing $33T in assets, 90K PE-backed companies, 8,600 funds, and 3,400 GPs and LPs. Come transform private market investing with CEPRES.

Spire is an accounting and business management software designed to meet the needs of inventory driven businesses who are outgrowing their entry-level software. Spire is an ERP software made with the small to medium sized business in mind. Robust software at an affordable price.

Klub was founded with the vision of revolutionizing growth capital for Asia’s most loved brands. We’re a team of fintech, investment banking, venture capital, and technology veterans who bring a founder-first mindset. Klub’s investment platform, utilizes financial innovation, community engagement and deep data-driven analytics, to provide skin-in-the-game growth capital to entrepreneurs of much-loved brands across sectors.

Limina helps asset managers improve their performance, with real-time, complete, and accurate IBOR + OMS combined.

Move towards better investor relationship management with Amplify CRM. Amplify is a bespoke, SaaS-based, CRM platform developed from the “economic developers’ point of view”.

Obsidian CRM seamlessly keeps track of all your contacts, notes, activities and opportunities using the interactive finance CRM dashboard.

With Upvest you can easily offer digital securities to retail investors. Save money in issuance and custody, compared to traditional banking.

i-Record Share Accounting & Portfolio Management software is the Most Trusted for investment management & performance, share market transactions with instant reporting.

Our compelling technology delivers value by streamlining administrative processes and providing access to investment research and custom-branded reports so you can dedicate more time to meeting your clients’ objectives. The online client management portal and app empower you to make critical decisions on the go while giving your investors convenient access to their accounts.

Tru Technologies is a technology company focusing on developing and operating Securities Finance software products that meet the standards of the global financial institutions.

ETFmatic offers White-Label solutions for financial institutions in need of a more robust investment offering. Our deep experience in the industry, comprehensive product suite, and sophisticated technology platform enable us to deliver tailored solutions for all types of clients.

Invessed helps Wealth and Asset managers get closer to their clients, with data-enabled Investor Portals and Apps.

Nedap iD Cloud Platform is an integrated suite of SaaS solutions purposefully built for RFID technology. Nedap iD Cloud allows retailers and brands to create perfect inventory visibility with zero waste and no losses by tracking every unique item movement throughout the supply chain and collecting data in a cloud-based inventory repository, whether it's in-store, a distribution centre or through loss prevention efforts. The platform has over 10,000 contracted stores across the globe, which makes

Digitalising Alternative Investments A seamless end-to-end investment process Bite is a global financial technology company that provides software-as-a-service (SaaS) to alternative asset managers and enhances connectivity to investors

Finax is a Nordic-based producer specializing in refining Swedish grains into healthy food products. Established in 1973, the company has built a reputation as one of the region's most reliable producers of grain and plant-based items. Their product line includes gluten-free flour, bread mixes, muesli, crackers, and cookies, all crafted to promote health benefits while delivering great taste. With a strong focus on quality, Finax caters to craft bakers, large-scale producers, and consumers alike

SigFig builds software for financial services organizations, ranging from digital wealth management platforms for financial advisors to needs discovery tools for retail bankers.

Never worry about food prices again. No more comparing prices. No more haggling with food vendors. Average savings is 10%. A free 60-day trial will prove the savings.

Bullfinch Wealth suite is an integrated front, middle and back-office solution to manage the complete wealth management lifecycle. A comprehensive and customer-centric wealth and portfolio management system (PMS) offers customers interaction portal, fund manager utility, wealth, asset, and portfolio. The AI-empowered portfolio management system significantly transforms asset allocation, trading processes, risk management, and other areas of portfolio management. Bullfinch Digital Wealth