Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Software tailored for the financial services sector designed to enhance performance. Operating a financial services enterprise can be quite challenging, and that's where we step in. Throughout regions including the UK, Europe, North America, APAC, and South Africa, over 9,000 investment firms, wealth management companies, advisory services, trading entities, and brokerage firms are setting ambitious goals and achieving greater success with our performance-driven financial services software. The complexities of managing a financial services business are ever-increasing, with daily pressures on both resources and finances. As demands grow—be it more data, heightened compliance requirements, or fierce competition—we are here to assist. Globally, a multitude of financial advisors, wealth managers, investment managers, traders, lenders, and mortgage brokers depend on our innovative software to operate more efficiently and provide superior services to the countless individuals who depend on them. Originally known as QuantHouse, the industry leader in API trading technology, we have now transitioned to Iress, enabling our clients to enhance their data-driven trading strategies even further. Our commitment is to continually adapt and provide solutions that meet the evolving needs of the financial landscape.
Description
Established in 1995 by experts well-versed in ISO/QS 9000 and equipped with practical experience in manufacturing and quality processes, JK Technologies has developed the JKT9000 software suite with meticulous attention to detail to ensure each module's accuracy and functionality. Our primary commitment is to exceptional client service, and we strive to tailor the ISO/QS 9000 software to align perfectly with your specific requirements. Each of our user-friendly modules features a consistent interface to facilitate ease of use and training. We provide affordable options for customization, installation, and training to enhance your experience. Recognizing that flexibility is essential in today's standardized environment, we aim to deliver products and services that cater to the unique needs of our clients. This software is particularly crafted to aid organizations in meeting the compliance requirements of ISO9001:2015 Clause 9.2, specifically for conducting Internal Audits, ultimately contributing to improved operational excellence.
API Access
Has API
No
API Access
Has API
No
Integrations
Dynamic Planner
Yes
Engaged CRM
Yes
LivePreso
Yes
OX Securities
Yes
SuperCore
Yes
VideoSign
Yes
Virtual Cabinet
Yes
Integrations
Dynamic Planner
No
Engaged CRM
No
LivePreso
No
OX Securities
No
SuperCore
No
VideoSign
No
Virtual Cabinet
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$495 per user per month
Free Trial
No
Free Version
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
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)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Iress
Founded
1993
Country
Australia
Website
www.iress.com
Vendor Details
Company Name
JK Technologies
Website
www.jkt9000.com
Product Features
Equity Management
Cap Table Management
No
Deal Management
No
Document Storage
No
ESOP Management
No
Financial Modeling
No
Options Management
No
Participant Portal
No
Portfolio Management
No
Private Equity
No
Public Equity
No
VSOP Management
No
Valuation Management
No
Vesting Management
No
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
Product Features
Training
Academic / Education
No
Asynchronous Learning
Yes
Blended Learning
No
Built-In Course Authoring
No
Built-in LMS
Yes
Certification Management
No
Corporate / Business
Yes
Learner Portal
Yes
Mobile Learning
No
Simulation
No
Synchronous Learning
No
Training Companies
Yes
eCommerce
No