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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

EOS revolutionizes and enhances your complete customer life cycle, encompassing acquisition, product offerings, billing, and customer service. Leverage its robust features and user-friendly design to achieve unmatched efficiency and create smooth experiences for your customers. Improve your customer management by utilizing highly intuitive agent interfaces, automating repetitive tasks, and employing smart workflow management tools. With low-touch configurations, you possess the capability to quickly implement new business processes and optimize your existing operations without requiring development assistance. Centralizing your technology operations is made easy with a single platform that oversees your entire customer journey. Additionally, EOS offers an Innovation Space for creating seamless integrations with external providers like Salesforce or Dynamics, and for developing custom solutions such as broker interfaces or pricing engines. You can choose to have these integrations and custom developments managed for you, or collaborate with your technology partners and internal teams to ensure success. Ultimately, this comprehensive approach not only maximizes efficiency but also enhances customer satisfaction throughout every stage of their journey.

Description

Connect with all your buy-side clients and brokers while executing trades across over 100 markets. Our comprehensive solution offers everything required for trading, from automated low-touch options to complete order and risk management. In today's complex equities trading landscape, leveraging advanced technology is crucial for business growth, as it can streamline operations, simplify workflows, and enhance efficiency. Regardless of whether you're a niche broker or a major global financial institution, Fidessa equips you with an all-in-one integrated solution for equities trading. Our platform features sophisticated algorithmic trading capabilities, extensive order management, and seamless straight-through processing to the middle office, as well as integration with various third-party systems. With our solution, you can trade on equity markets globally and gain immediate access to a network of over 6,500 buy-side firms and 600 brokers, ensuring you have the tools needed to succeed in a dynamic trading environment. Furthermore, our innovative approach helps you stay ahead in a rapidly evolving marketplace.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Compyl No 

Integrations

Compyl Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Znalytics

Founded

2014

Country

United States

Website

www.znalytics.com

Vendor Details

Company Name

ION

Founded

1999

Country

Ireland

Website

iongroup.com/ion-markets/eq/fidessa/

Product Features

Energy Management

Benchmarking Yes 
Bill Audit Yes 
Bill Database Yes 
Bill Importing Yes 
Budgeting & Forecasting No 
Compliance Management Yes 
Contract Management Yes 
Cost / Use Reporting Yes 
Emissions Monitoring No 
Energy Price Analysis No 
Facility Scheduling No 
Greenhouse Gas Tracking No 
Load Control No 
Load Forecasting No 
Meter Tracking Yes 
Risk Management Yes 
Weather Normalization No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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