Settlement and Documentation

Software to manage and track documentation requirements for determining whether gains or losses are made on contracts held during a certain time period.

Company: GlobeTax
eCerts is GlobeTax’s online certification and documentation assistance tool. eCerts guides users through the process of creating documentation necessary to certify treaty eligibility status, which can be used to reclaim excess tax withheld on foreign investment income.
Company: GlobeTax
eDocs is an online account opening and document creation program, powered by GlobeTax, which allows our clients to log into a secure portal and submit beneficial owner information and manage document creation and delivery.
Company: Openlink
Findur is OpenLink’s fully integrated financial market solution that offers a straight-through-exception-processing (STeP) environment which supports the entire transaction lifecycle for ...
Electra Settlements, an industry leading, post-trade automation tool for custodian trade and client notifications, confirmations/affirmations and settlement instructions, provides a central nexus, ...
PYRAMID is a comprehensive,  cross-asset trading, processing, and portfolio risk management solution.  Top tier banks, broker dealers, insurance companies, advisory, and audit firms rely on ...
“Process automation” is iSettle’s key phrase. The booking of trades is a ...
Company: FINARTIS
Prospero 365 Wealth Management is a comprehensive financial platform that includes everything ...
Inferno is a complete securities and derivatives processing solution covering all aspects ...