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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our investment suite is a comprehensive modular solution built on .NET that facilitates real-time mid and back-office administration while adhering to all current laws and regulations. It encompasses both Relationship and Instrument Data Management alongside robust Portfolio Management capabilities. This suite seamlessly integrates with various functions including Order Management, Asset Management, Corporate Actions, Settlements, Reconciliation, Taxes, and Global Custody. With the Order Management solution, users can manage securities orders in real-time, providing a unified approach that centralizes control over the ordering and execution processes across all traded instruments, including compatibility with any trading platform. Additionally, Asset Management provides tools for configuring and managing investment models and their life cycles, with features that support automatic rebalancing. These investment models play a crucial role in optimizing asset and investment management strategies, ensuring that clients can efficiently navigate the complexities of today's financial landscape.

Description

A software-as-a-service platform designed to enhance banks' competitive edge and market presence by offering tailored digital experiences and insights that drive revenue. Develop a unique digital journey for your clientele that presents sales opportunities in real-time, fully personalized, and contextually relevant. The pricing model is notably advantageous when compared to similar offerings available in the industry. This platform is engineered for rapid deployment, ensuring seamless integration with current systems. It serves as a holistic 360° solution that elevates customer interactions while fostering business growth. Through the analysis of customer data, Fivvy equips banking users with valuable insights into their spending, savings, and investment trends. This data-driven approach empowers financial institutions to adopt innovative tools that deliver a more tailored experience and effective solutions centered around the customer. Concurrently, it maximizes the value derived from their user information. In an ever-evolving landscape, don't fall behind; leverage your data to enhance loyalty and stay competitive. Embrace change and transform your banking services to meet the dynamic needs of your customers.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Allshare

Country

Netherlands

Website

www.allshare.nl

Vendor Details

Company Name

Fivvy

Country

United States

Website

fivvyforbusiness.com

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Personalization

A/B Testing
Abandoned Cart Saver
Account Based Marketing
Behavioral Targeting
Campaign Segmentation
Content Analytics
Contextual Targeting
Customer Profiles
Experience Management
Recommendation Engine
Website Personalization

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