Tradable assets and securities handled daily on our software
Two decades of expertise in providing software solutions and advice to the financial services sector around the world
CEO, Top 50 Global Asset Manager
Used globally by major asset managers, hedge funds and outsource administrators to streamline post-trade processing
Head of Operations, Sovereign Wealth Fund
A suite of software used to construct, analyse, monitor and report on client portfolios utilised by private wealth managers, investment advisors and quant teams around the world
International Private Bank, CEO
A single platform consolidating and improving information flows for managing business critical tasks within Fixed Income Portfolios used by US banks
Treasurer, Top 50 Bank
salerio is the only exception based, fully automated, multi asset, post execution matching and settlement solution
BITA is the only end to end private client suitability application with full risk management that can mirror your investment process
A space to share our thoughts, ideas and insights about key issues and trends facing the financial services sector
Research and due diligence are key activities Advisory Firms and Discretionary Investment/Fund Managers must conduct to ensure suitability
Financial Advisers and Discretionary Investment/Fund managers have key obligations to keep.
MiFID II will impact not only a very large number of Financial Services firms who operate in the European Union but is likely to have a significant impact on their business and operating models, processes and IT systems.
We talk with James Brown to discuss how the needs of the next generation differ from those of their predecessors and what wealth management firms should be doing to best serve these clients.
What practical steps can wealth management firms take if they are to successfully recruit the next generation of clients? It can no longer be business as usual.
Have the regulatory, operational and technology demands changed so much that outsource service providers might need to reassess their current delivery platforms?
News and discussion about our products, and our work with clients and the industry
BITA risk scores hat trick by winning Wealth Briefing's European Award for best risk management solution for 3rd consecutive year.
investment management outsource services firm, Archer, has now licensed corfinancial's salerio product.
Leading financial software company corfinancial has bolstered its leadership with two key appointments to its salerio team.