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: 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 ...
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 ...
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: 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, ...