Middle and Back Office

Software systems that service the middle and back office treasury functions, including functionality in confirmations, settlement, documentation, accounting etc.

Bottomline PT-X Connect PT-X Connect is a collaborative, cloud-based service that securely manages the delivery, storage and presentation of your financial documents. Intelligent analytics give visibility into undelivered and un-actioned invoices that can negatively affect your cash flow; and provides insights, data and trends that can help drive real time decision making. PT-X Connect can ...
Transform® is at the heart of Bottomline’s DPA solutions, electronically capturing, sharing and distributing documents to replace paper based processes and improve business efficiency. Transform® maximises companies ERP investment by automatically capturing data from inbound documents, managing document accessibility, extending workflows beyond ERP boundaries, whilst ensuring ...
Bottomline PrecisionForms Bottomline PrecisionForms makes it easy for Microsoft Dynamics® users to design and distribute branded quality reports to enhance communication, without leaving their familiar MS Dynamics AX and MS SharePoint user environments. It reduces report and forms creation from weeks to days, freeing up resources for other customisations and tasks. More info: ...
Swift service bureau for payments and value added services and securities post trade processing
Company: Hedgeguard
Customisable cloud-based PMS (Portfolio Management System) and dedicated Middle Office services, built for the market's leading asset managers. Our solutions have been created by ex-buyside professionals who have experienced the challenges faced by managers in today’s increasingly competitive environment.The HedgeGuard PMS is a full front-to-back single platform software which ...
Since 1993, Imagine Software has been a leading provider of investment management solutions for the global financial industry. Its award-winning enterprise product, the Imagine Trading System—and its on-demand cloud-based ASP version, Derivatives.com—is a real-time integrated trading, portfolio, and risk management solution employed by thousands of buy-side and ...
Company: INSIDE Secure
Inside Secure’s WalletServer provides the link between an Issuer Bank’s mobile applications and the services it enables. Pre-integrated with Visa’s VTS and MasterCard’s MDES, the Wallet Server allows Issuers to connect their mobile payment applications to the payment scheme tokenisation services in a straightforward and secure way. WalletServer acts as the bridge between ...
Company: Finastra
CreditPath is our innovative suite of credit lifecycle technology solutions for retail, small business, commercial lending, and equipment finance providers. These platforms are part of an integrated software solution that incorporates robust business intelligence into an enterprise-class technology.
Company: Finastra
CreditPath Equipment Finance provides portfolio management tools, including functionality to manage depreciation, residuals, rates and pricing, and offers end-to-end efficiencies – from the processing of lease and asset-based transactions to sophisticated program and vendor management solutions.
Company: Finastra
Only agile organisations can exploit today’s market opportunities   The Misys FusionCapital platform brings together Misys trading systems with cloud-based global components that offer business-wide, cross-silo solutions in a single state-of-the-art architecture. You can achieve seamless front-to-back trade processing, unsurpassed cross-asset coverage and enterprise-wide consistency. ...
Company: Finastra
Fast, profitable and efficient treasury trading unleashed   Consistently a winner of awards, FusionCapital Kondor is a best of breed trading system. It brings you the ability to trade high volumes of treasury while offering the flexibility to support more complex derivatives, options and structured trades.   FusionCapital Kondor supports efficient, profitable treasury trading, ...
Company: Finastra
Bringing trading, risk management and operations closer together   FusionCapital Sophis offers a single solution to the many challenges faced by modern derivatives trading desks. It brings an integrated approach to the complex challenges of derivatives trading, risk management and trade processing.   With its unified functionality, FusionCapital Sophis empowers a bank to manage its ...
Company: Finastra
Gain a Competitive Edge   FusionCapital Summit is a proven, award-winning solution in the OTC derivatives market. It offers a functionally rich core trading solution for treasury and capital markets that supports business growth, improves straight-through processing, and shortens time to market while reducing costs.   The system combines OTC derivatives, fixed income and structured ...
Company: ION Treasury
Wallstreet BackOffice delivers :   Global cross-asset solutions for high performance STP workflow. Wallstreet BackOffice delivers non stop operations and control, with proven high performance and reliability ; by implementing Wallstreet BackOffice, customers significantly increase their transaction flow, reduce their transactions costs and greatly improve their STP rates. Cash ...
Company: Murex
Stream line your transaction processing, manage a multiple CCP environment, Monitor the collateral of your clients, with MX.3 Clearing technology. Embark on MX.3 and its core Clearing technology to launch or support your Client clearing and FCM services with multiple CCP and SEF environments. Benefit from Murex’s 25-year track record in financial markets and its acknowledged leadership ...
Company: Murex
Murex's Enterprise Platform for Optimised Operational Efficiency and Boosted Performances. Market-Differentiating Asset Class Coverage (ranging cash and listed products to OTC derivatives and including structured products) Streamlined Back Office Processes including position management, trade confirmation, settlement, cash transfers, corporate actions processing, reporting, auditing ...
Gloss STP Bureau is a real-time STP system which automates the trade processing lifecycle from trade capture and enrichment through confirmation, clearing agency reporting and settlement. The Gloss STP Bureau provides fast-track access to market leading functionality in a complete serviced environment. From Broadridge's advanced data centres in the US and Europe the service offers comprehensive ...
Broadridge FX & Liquidity Solutions (FXL) has four main components: FXL - FX & FX DERIVATIVES - Componentized Front, Middle & Back Office Solutions FXL ORDER MANAGEMENT - Market & Limits Orders for FX & FX Options FXL CASH MANAGEMENT -  Global Liquidity views Across Asset Classes & Entities FXL RISK MANAGEMENT -  Global Limit Monitoring, Margin ...
FOR CASH & LIQUIDITY MANAGEMENT POSITION FORECASTING Real-time intra-day cash positions on actual and projected balances for internal and external cash accounts. Informed, effective and accurate funding decisions from real-time visibility of unsettled transactions. MATCHING ENGINE Provides cash flow matching (MT900/910) to project actual balances and bank statement ...
REVPORT’s Revenue Modeling, Forecasting and Analytics module is a powerful business planning tool that allows pro-forma modeling of revenue data already in the REVPORT™ system. This allows a user to build more accurate, predictive models using actual data to examine granular effects right down to the individual fee schedule on a single portfolio. Key Benefits • Provides CFO with ...
Our Global Processing Solution allows clients to process transactions in any instrument, any market, at any time. Its advanced real-time processes automate the transaction lifecycle for e-commerce and institutional STP operations, from order capture and execution, through confirmations, settlement and accounting.
Broadridge FXL's Cash Management provides real-time cash and liquidity management, enabling full control of intra-day position keeping and delivers a consolidated, global view of all currencies and accounts in one single solution. Highlights Monitor, track and process cash movements across individual lines of business Reduce risk by ensuring accurate and up-to-date views of balances ...
Investor Communication Solutions, Broadridge is the nations largest processor of shareholder communications to corporations, banks, brokerage firms and mutual funds. It automates the costly and time-consuming tasks of creating and distributing sales literature, account statements, trade confirmations, proxies, corporate notifications, prospectuses, and other critical documents.  ...
Electronic Imaging and Workflow product will help your firm become more productive and improve your operations by enabling you to focus on the most critical aspects of the new account information collection and review process. Broadridge has developed a complete end-to-end document processing, communications and fulfillment environment that allows you to reduce and, in many cases, even ...
Broadridge focuses on domestic fixed income trade processing. Repo Trading - This new front end enables repo traders to create financing deals, to access these deals for maintenance purposes, and to view available collateral at both an aggregate and detailed view. Using the latest JAVA technology, raw data is consolidated and presented in a single screen for a more intuitive trading ...
Global Post Trade Management Broadridge brings tranformative operational advantages to global post trade processing and management from trade capture through clearance and settlement, reconciliation, asset servicing, books and records, and regulatory reporting. It streamlines and standardizes operations and infrastructure across asset classes, markets, currencies and business ...
Company: Temenos
Be more agile and competitive with near-real-time event-based integration Temenos' Integration offering makes banks more agile by enabling them to integrate systems much faster and more cost-efficiently, and more competitive by enabling near-real-time, highly scalable, self-assisted and multi-channel banking 24/7. Issues faced in integration Our Integration offering addresses the lack of ...
At many firms the financial close process at period end is still characterised by fragmented manual processes and re-keying of data. This presents too many occasions for human error, carries a high cost, lacks the proper operational controls and can put firms at risk of mis-statements. SmartStream’s TLM Balance Sheet Substantiation creates a unified, automated platform for account ...
As cash management moves to an intra-day process, banks and corporates need real-time information to identify long and short positions. SmartStream’s TLM Cash & Liquidity Management provides a real-time view of cash positions to support better liquidity and risk management. TLM Cash & Liquidity Management helps firms to consolidate siloed systems into a single enterprise-wide ...
SmartStream’s TLM Collateral Management reduces collateral management credit and operational risks via an end-to-end, automated solution for market participants of all sizes. TLM Collateral Management is a comprehensive, automated data management solution that helps financial institutions reduce operational risks associated with collateral management programs. It offers a variety of ...
As FX, MM and derivative volumes continue to rise, automated confirmations matching is a critical step in the fast and efficient execution of deal settlement. Furthermore, with margins under pressure firms require an intelligent, enterprise-wide solution that can automatically match as many transactions as possible. TLM Confirmations Management software solution addresses the post-trade ...
The data management industry is looking to standardise, add reliability and gain efficiency in the way it manages its data. Delays resulting from the way data is pulled from the market, variables in how it is presented and inconsistencies in the processing, all culminate towards the irregularities seen across the data value chain. Individual firms are looking to execute on their data ...
ETHIX-Core is the main part of ETHIX Financial Solution; it consists of sub- modules like ETHIX-GL, ETHIX-Client, ETHIX-Accounts. ETHIX-Core is an integrated client / server banking environment with a worldwide user-base of over150 customers – and growing. ETHIX-Core is also implemented and running live in 28 customer sites (of which 18 are Islamic banks) all over the Middle East, ...
ETHIX-Provision is a comprehensive end-to end solution that is rich in functionality; it is flexibly configured because of the high parameterization of all of its functionalities. The solution addresses automated provision calculation requirements to improve the decision-making process related to banks financial policies. GENERAL FEATURES Supports Central Bank Provisioning Rules ...
ETHIX-Trade Module manages trade-related instrument processing, connects your bank to the SWIFT and networks, and provides a link between your bank and its clients. ETHIX-Trade is a Windows-based trade nance software that automates all trade nance transactions to enable easy, fast and secure data input and output generation. Designed to endure the test of customer demands and bank ...
BRANCH OPERATIONS AND ETHIX-BRANCH Backed up by its long and extensive experience in the banking sector, ITS has developed the contemporary ETHIX-Branch. ETHIX-Branch is designed to meet the needs of the front and back office teller operations. ETHIX-Branch is an application suite for retail banking, primarily a data entry, retrieval, and presentation system that interfaces to a variety of ...
Company: SAGE SA
Prospero 365 Wealth Management is a comprehensive financial platform that includes everything you need to run a wealth management business--from the front office to the back office, including General Ledger--without having to use multiple systems and spreadsheets. Highlights: Includes a comprehensive customer relationship management (CRM) system for managing and converting leads into ...
Company: SAGE SA
Prospero 365 Independent Asset Management / Family Office is a cost-effective solution with all the financial planning functionality you need. You can replicate portfolios held at your clients’ financial institutions, trade any financial instrument and easily calculate fees—thereby streamlining your processes to improve efficiency, gain productivity and increase profitability. ...
Company: SAGE SA
Prospero 365 Asset Management is a revolutionary financial software designed to help today’s asset managers streamline their operations from decision-making through settlement—via one scalable platform.  Highlights: Offers flexible installation options–onsite or online Helps you create and review your strategic and tactical asset allocation ...