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Employees: 5000
Turnover:
Address: International Infotech Park, Vashi Navi Mumbai, Navi Mumbai
Post Code: 400 703
Phone No: +91 (22) 7123 8000
General Description of Company
Services Provided
Description
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Solutions Most Suitable For
Wealth Managers, Financial Analysts, Custodians, Payment Service Providers
Employees: 100
Turnover: $10.4M
Address: 625 Howe St., Suite 900 Vancouver British Columbia, Canada
Post Code: V6C 2T6
Phone No: +1 877 247 3397
General Description of Company
Services Provided
Description
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Solutions Most Suitable For
Wealth Managers, Discretionary Managers
Employees: 700
Turnover: £89.7m
Address: 1st Floor 49 Southwark Bridge Road, London
Post Code: SE1 9HH
Phone No: +44 (0) 161 876 3175
General Description of Company
Services Provided
Description
Allfunds Asset Management Custody Outsourcing Investment Funds Services
Data Banking and Connectivity CASS Corporate Actions Data Management Insurance Offshore Services Operations Securities Settlement Trading Wealth Management Offshore Fund reporting Data
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Solutions Most Suitable For
Investment Banks, Private Banks, Platforms, Asset Managers, Stockbrokers, Wealth Managers, Custodians, Pension providers, Life Insurance providers, Retail Banks
Employees:
Turnover:
Address: 2 Fitzroy Place, 8 Mortimer Street, London
Post Code: W1T 3JJ
Phone No: +44 (0) 20 7758 5000
General Description of Company
Services Provided
Description
Investment Funds Services
Offshore Fund reporting Data
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Solutions Most Suitable For
Alpha Terminal is widely used by Investment Managers, Wealth Managers, Fund Managers and Retail Brokers.
Employees:
Turnover:
Address: Ionic House, 3 Bath Place Rivington Street, London
Post Code: EC2A 3DR
Phone No: 020 7749 8522
General Description of Company
Services Provided
Description
Example Customers
Rowan Dartington, Charles Stanley, Tilney, WH Ireland, Killik & Co, Canaccord Genuity Wealth Management, Close Brothers
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Solutions Most Suitable For
Wealth Managers, Banks (Private), Stockbrokers, Fund Managers
Employees:
Turnover: £9.844m
Address: Royal Mead, Railway Place, Bath
Post Code: BA1 1SR
Phone No: +44 (0) 1225 438 000
General Description of Company
Services Provided
Description
Example Customers
Hargreaves Lansdown, Charles Stanley, Smith & Williamson, Rathbones, Platform Securities, Pershing, Multrees, Hubwise, Rowan Dartington, Redmayne Bentley, Barclays Wealth, 7IM, HSBC, Nutmeg, Raymond James, Fidelity
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Employees:
Turnover:
Address: 124 City Road, Shoreditch, London
Post Code: EC1V 2NX
Phone No: 02080641927
General Description of Company
Services Provided
Description
AutoRek Asset Management CASS Wealth Management Retail Banking
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Solutions Most Suitable For
Asset Managers, Banks (Retail), Wealth Management
Employees: 70
Turnover: £6.2m
Address: The Garment Factory, 10 Montrose Street, Glasgow
Post Code: G1 1RE
Phone No: 0845 603 3613
General Description of Company
Services Provided
Description
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Solutions Most Suitable For
Banks (Private), Wealth Managers, Banks (Retail)
Employees: 2000
Turnover: CHF 565m
Address: 3rd Floor, 2 Copthall Avenue, London
Post Code: EC2R 7DA
Phone No: 0207 796 3587
General Description of Company
Services Provided
Description
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Employees: 40
Turnover: GBP £5m
Address: 26 Finsbury Square, London
Post Code: EC2A 1DS
Phone No: +44 20 3397 1777
General Description of Company
Services Provided
Description
Banking Circle Finance Banking and Connectivity Corporate Banking Digital Banking
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Solutions Most Suitable For
Banks, FinTech’s, Marketplaces, Acquirers, PSPs
Employees:
Turnover:
Address: 24 King William Street, , London
Post Code: EC4R 9AT
Phone No: +44 (0)20 7073 0421
General Description of Company
Services Provided
Description
BITA Risk Wealth Management Client Onboarding Compliance Performance & Attribution Portfolio Management Risk & Controls Risk Compliance Analytics
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Solutions Most Suitable For
Wealth Managers, Private Banks, Family Offices
Employees:
Turnover:
Address: 28-30 Cornhill 2nd Floor, London
Post Code: EC3V 3NF
Phone No: +44 (0) 203 848 4263
General Description of Company
Services Provided
Description
Performance & Attribution
Risk Compliance Analytics
Bloomberg Business News Portfolio Management Data Management
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Employees: 21598
Turnover: $9.4 Bn
Address: 3 Queen Victoria St, , London
Post Code: EC4N 4TQ
Phone No: +44 (0) 20 7330 7500
General Description of Company
Services Provided
Description
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Employees: c1,000
Turnover: n/a
Address: 49th Floor, One Canada Square, London
Post Code: E14 5AL
Phone No: +44 (0) 20 7163 3827
General Description of Company
Services Provided
Description
Performance & Attribution
BNY Mellon | Pershing Capital Gains Tax Clearing Service Model A Clearing Service Model B Client Reporting Corporate Actions Data Trading Middle Office Portfolio Management Securities Settlement Other Functionality
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Solutions Most Suitable For
Multiple client types
Employees:
Turnover:
Address: Royal Liver Building, Pier Head, Liverpool
Post Code: L3 1LL
Phone No: +44 (0) 20 3322 4806
General Description of Company
Services Provided
Description
Bravura Solutions Wealth Management Fund Management Investment Management Data Data Management Managed Services Operations Capital Gains Tax Client Reporting Portfolio Management Other Functionality
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Solutions Most Suitable For
Fund Managers, Pension Companies, Investment Managers
Employees: 1500
Turnover:
Address: 5th Floor 201 Bishopsgate, London
Post Code: EC2M 3AB
Phone No: +44 207 997 3000
General Description of Company
Services Provided
Description
Broadridge Financial Solutions Retail Banking Client Reporting Middle Office Banking and Connectivity Compliance Data Management Fund Management Institutional Broking Investment Management Managed Services Market Data Retail Broking Risk & Controls Wealth Management Asset Management Corporate Actions Data Fees or Billing Portfolio Management
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Employees: 14,000
Turnover: $5
Address: 193 Marsh Wall, London, UK
Post Code: E14 9SG
Phone No: +44 (0) 20 7551 3000
General Description of Company
Services Provided
Description
Calastone Investment Funds Services
Treasury Management
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Employees: 200
Turnover: £48M
Address: Birchin Court, 20 Birchin Lane, London
Post Code: EC3V 9DU
Phone No: +44 (0) 20 3700 4100
General Description of Company
Services Provided
Description
Investment Funds Services
Calypso Technology Investment Management Investment Banking Central Banking Risk Management
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Solutions Most Suitable For
Investment Managers, Risk Managers, Asset Managers
Employees: 880
Turnover: $ 220M
Address: One New Change, Level 6, London
Post Code: EC4M 9AF
Phone No: +44 (0) 20 3743 1000
General Description of Company
Services Provided
Description
View
Employees:
Turnover:
Address: 50 Mark Lane, London
Post Code: EC3R 7QR
Phone No: 02079200617
General Description of Company
Services Provided
Description
Clearstream Capital Gains Tax Custody Client Reporting Corporate Actions Investment Funds Services
Securities Settlement
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Solutions Most Suitable For
Investment Managers, Wealth Managers
Employees: 2378
Turnover: € 887 million
Address: 1 Westferry Circus, Canary Wharf, London
Post Code: E14 4HE
Phone No: +44 (0) 20 7862 7000
General Description of Company
Services Provided
Description
Investment Funds Services
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Solutions Most Suitable For
Legal, compliance, treasury and HR teams. Global solutions.
Employees:
Turnover:
Address: 10 Upper Bank Street, London
Post Code: E14 5JJ
Phone No: +44 (0) 20 7006 3227
General Description of Company
Services Provided
Description
Contemi Solutions Ltd Asset Management Capital Gains Tax Clearing Service Model A Clearing Service Model B Client Reporting Corporate Actions Data Fees or Billing Middle Office Portfolio Management Private Banking Securities Settlement
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Solutions Most Suitable For
Wealth Managers, Asset Managers, Private Banks, Family Offices
Employees:
Turnover:
Address: 86-92 Regent Road, Leicester
Post Code: LE1 7DD
Phone No: +44 (0) 116 233 5050
General Description of Company
Services Provided
Description
CREALOGIX Client Reporting Portfolio Management Private Banking Retail Banking Digital Banking Wealth Management
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Solutions Most Suitable For
Wealth Management; Retail Banking, including Private Banks; Business Banking. CREALOGIX is a pure-play digital banking engagement platform vendor, i.e. specialising in the system of engagement as a layer above core/back-office system of record. CREALOGIX software is compatible with all major back-office systems and CRMs. In wealth management the system of engagement includes key areas such as: self-service, onboarding, front-office, client fact find, guided passive investing (robo-advisory), relationship manager dashboard, XO trading, mobile apps.
Employees: 700
Turnover: CHF 101.9 million (worldwide)
Address: Staple House, Staple Gardens, Winchester Hampshire
Post Code: SO23 8SR
Phone No: +44 (0) 1962 841 494
General Description of Company
Services Provided
Description
View
Employees:
Turnover:
Address: 4th Floor, 21 Godliman Street, London
Post Code: EC4V 5BD
Phone No: 02035983808
General Description of Company
Services Provided
Description
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Solutions Most Suitable For
Chief Data Officers, Chief Technology Officers, Chief Risk Officers, Chief Finance Officers at wealth management / asset management firms seeking to gain control of their data quality.
Employees: 48
Turnover: £1.5m (2018)
Address: One Lanyon Quay, Belfast
Post Code: BT1 3LG
Phone No: 02890 233900
General Description of Company
Services Provided
Description
Example Customers
Tier 1 Wealth Manager; Tier 1 Investment Banks
Danske Bank; Bank of Ireland UK
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Solutions Most Suitable For
SIPP & SSAS providers Pension providers seeking full drawdown options and pension payroll functionality
Employees: 93
Turnover:
Address: 45 Church Street, Birmingham
Post Code: B3 2RT
Phone No: 0845 6800 142
General Description of Company
Services Provided
Description
Example Customers
HSBC; Embark; James Hay; Legal & General
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Solutions Most Suitable For
Investors
Employees: 4434
Turnover: $1.5 billion USD
Address: 1 London Bridge St, , London
Post Code: SE1 9GF
Phone No: 00 8000 322 8482
General Description of Company
Services Provided
Description
DTCC Clearing Service Model A Data Securities Settlement Corporate Actions Custody Risk Management Middle Office Compliance Client Reporting
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Employees: 4,300
Turnover: $292M
Address: One Snowden Street, Broadgate Quarter 7th Floor, London
Post Code: EC2A 2DQ
Phone No: +44 (0) 20 7650 1450
General Description of Company
Services Provided
Description
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Solutions Most Suitable For
Fund Managers
Employees: 136
Turnover: $6.4m
Address: Moor Place, 1 Fore Street, London
Post Code: EC2Y 5EJ
Phone No: +44 (0) 20 7193 3244
General Description of Company
Services Provided
Description
ERI Banking Software Ltd Asset Management Portfolio Management Private Banking Digital Banking Securities Settlement Retail Banking Middle Office Client Reporting Fees or Billing Corporate Actions Capital Gains Tax
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Solutions Most Suitable For
Private Banks, Assset Managers
Employees: 400
Turnover:
Address: 75 King William Street, , London
Post Code: EC4N 7BE
Phone No: +44 (0) 203 457 9888
General Description of Company
Services Provided
Description
View
Solutions Most Suitable For
Asset Managers
Employees: 237
Turnover: $60.4bn
Address: 3rd Floor, 31-41 Worship Street, London
Post Code: EC2A 2DX
Phone No: +44 (0) 20 7448 4330
General Description of Company
Services Provided
Description
Eurobase Investment Banking Corporate Actions Insurance
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Solutions Most Suitable For
Investment Banks, Insurance, Treasury Managers
Employees: 79
Turnover: £12.21m
Address: Bury House, 31 Bury Street, London
Post Code: EC3A 5AG
Phone No: +44 (0) 12 4549 6706
General Description of Company
Services Provided
Description
Euroclear Securities Settlement Corporate Actions
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Solutions Most Suitable For
Asset Managers, Wealth Managers
Employees: 3,902
Turnover: €1.22 Bn
Address: Boulevard Roi Albert II 1, 1210 Saint-Josse-ten-Noode, Belgium
Post Code:
Phone No: +32 (2) 3261 211
General Description of Company
Services Provided
Description
View
Employees: 420
Turnover:
Address: 5 Highgate Road, London
Post Code: NW5 1JY
Phone No: +44 (0) 20 7324 0020
General Description of Company
Services Provided
Description
Investment Funds Services
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Solutions Most Suitable For
Fund Managers
Employees:
Turnover: £13.9m
Address: 3rd Floor, Old Change House. 128 Queen Victoria Street, London
Post Code: EC4V 4BJ
Phone No: +44 (0) 20 7634 8507
General Description of Company
Services Provided
Description
View
Employees: 85
Turnover:
Address: Birchin Court 20 Birchin Lane, London
Post Code: EC3V 9DU
Phone No: +44 203 751 9533
General Description of Company
Services Provided
Description
FactSet Wealth Management Performance & Attribution Data Portfolio Management Risk Management Market Data Portfolio Performance
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Solutions Most Suitable For
Portfolio Managers, Risk Managers, Wealth Managers, Quantitative Analysts, Performance Analysts, Client Service and Marketing, Buy-Side Traders, Investment Bankers, Sell-Side Research, Technologists
Employees: 9600
Turnover: $1.35 Bn
Address: FactSet UK Limited, Broadgate Quarter 1 Snowden St, London
Post Code: EC2A 2DQ
Phone No: +44 (0) 20 3009 7000
General Description of Company
Services Provided
Description
Performance & Attribution
Fenergo Private Banking Wealth Management Client Onboarding Compliance Digital Banking Outsourcing
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Solutions Most Suitable For
Client Lifecycle Management, Client Onboarding, Regulatory Compliance
Employees: 750
Turnover: €75m
Address: Level 7 30 Moorgate, London
Post Code: EC2R 6DN
Phone No: +44 (0) 20 3481 1246
General Description of Company
Services Provided
Description
Example Customers
26 out of the Worlds’ Top 50 banks
Fidessa Investment Management Asset Management
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Solutions Most Suitable For
Asset Management, Cloud Computing, Data Management, Institutional Broking, Investment Management, Market Data, Securities Settlement, Banking and Connectivity, Client Onboarding, Commodities Management, Fund Management, Middle Office, Operations, Portfolio Management, Risks & Controls, Compliance, High Frequency Trading, Investment Banking, Risk Compliance, Analytics Trading, Risk Management, Treasury Management
Employees: 1,484
Turnover: £353.9m
Address: One Old Jewry, London
Post Code: EC2R 8DN
Phone No: +44 (0) 20 7105 1000
General Description of Company
Services Provided
Description
View
Employees:
Turnover:
Address:
Post Code:
Phone No: 02036330663
General Description of Company
Services Provided
Description
View
Employees: 32
Turnover:
Address: Floor 3, 21 Great Winchester Street, London
Post Code: EC2N 2JA
Phone No: +44 (0) 20 7011 9940
General Description of Company
Services Provided
Description
Offshore Fund reporting Data
Software as a Service (SaaS) – Bureau Service
Finantix Wealth Management Portfolio Management Client Relationship Manager(CRM) Digital Banking
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Employees: 250
Turnover:
Address: 11 Place, Saint Pierre et Paul, Luxembourg
Post Code: L-2334 Luxembourg
Phone No:
General Description of Company
Services Provided
Description
Client Relationship Manager(CRM)
Finastra Investment Management Corporate Banking Retail Banking Investment Banking Investment Management
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Solutions Most Suitable For
Retail Banks, Corporate Banks, Investment Banks, Investment Management firms
Employees: 10,700
Turnover: $2.1 billion
Address: 4 Kingdom Street, Paddington, London
Post Code: W2 6BD
Phone No: +44 (0) 20 3320 5000
General Description of Company
Services Provided
Description
FinoComp Capital Gains Tax Client Reporting Data Other Functionality
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Solutions Most Suitable For
Buy side Institutions
Employees:
Turnover:
Address: 1 Poultry, London
Post Code: EC2R 8EJ
Phone No: +44 (0) 7717 87146
General Description of Company
Services Provided
Description
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Solutions Most Suitable For
Wealth Managers
Employees: 55,000+
Turnover: $9.2 Bn
Address: 25 Canada Square, London
Post Code: E14 5LQ
Phone No: +44 (0) 20 8081 2000
General Description of Company
Services Provided
Description
Fiserv Wealth Management Asset Management
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Solutions Most Suitable For
Wealth Managers, Asset Managers
Employees: 22354
Turnover: $5.7 billion
Address: The Porter Building, 1 Brunel Way, Slough
Post Code: SL1 1XL
Phone No: +44 (0) 20 8833 3000
General Description of Company
Services Provided
Description
FNZ Asset Management Capital Gains Tax Clearing Service Model A Clearing Service Model B Client Reporting Corporate Actions Data Fees or Billing Middle Office Portfolio Management Private Management Retail Banking Securities Settlement
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Solutions Most Suitable For
Asset Managers
Employees: 1,229
Turnover: £104m
Address: 67 Lombard Street, London
Post Code: EC3V 9LJ
Phone No: +44 (0) 30 3333 3330
General Description of Company
Services Provided
Description
Focus Solutions Asset Management Client Reporting Fees or Billing Private Banking Other Functionality
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Solutions Most Suitable For
Wealth Managers, IFAs, Banks (Private)
Employees: 200
Turnover: £1.8m
Address: Cranford House, Kenilworth Road Blackdown, Leamington Spa
Post Code: CV32 6RQ
Phone No: +44 (0) 1926 468300
General Description of Company
Services Provided
Description
View
Solutions Most Suitable For
Retail Banks
Employees: 23
Turnover:
Address: 290 – 294 Latimer Road, London
Post Code: W10 6QW
Phone No: +44 (0) 84 5603 6552
General Description of Company
Services Provided
Description
FundCount Asset Management Portfolio Management
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Solutions Most Suitable For
Asset Managers, Hedge Funds, Private Equity, Family Offices, Fund Administrators
Employees: 55
Turnover:
Address: 63 St Mary Axe, , London
Post Code: EC3A 8AA
Phone No: +44 (0) 7507 641 036
General Description of Company
Services Provided
Description
View
Solutions Most Suitable For
Asset Managers, Life & Pensions, Intermediaries, Platforms and Wealth Management
Employees: 70
Turnover: £9m
Address: 60 Gresham Street, London
Post Code: EC2V 7BB
Phone No: +44 117 980 9994
General Description of Company
Services Provided
Description
GBST Wealth Management Digital and User Experience Custody Middle Office Institutional Broking
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Solutions Most Suitable For
Wealth Managers, Custodians, Investment Banks
Employees: 530
Turnover: Over AUD 90m
Address: 8th Floor Linen Court, 10 East Road, London United Kingdom
Post Code: N1 6AD
Phone No: +44 20 7613 8800
General Description of Company
Services Provided
Description
Digital and User Experience
GPP CASS Clearing Service Model A Client Onboarding Client Relationship Manager(CRM) Client Reporting Cloud Computing Corporate Actions Custody Data Management Digital Banking Fee or Billing (Client Charges) Fund Management Investment Funds Services
ISA Plan Manager & Administrator Middle Office Outsourcing Operations Performance & Attribution Portfolio Management Portfolio Performance Retail Broking Securities Settlement Software as a Service (SaaS) – Bureau Service Wealth Management Trading
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Employees: 110
Turnover: £44m
Address: 101 Wigmore St, , London
Post Code: W1U 1QU
Phone No: 020 38261490, Ext. 401
General Description of Company
Services Provided
Description
Client Relationship Manager(CRM)
Fee or Billing (Client Charges)
Investment Funds Services
ISA Plan Manager & Administrator
Performance & Attribution
Software as a Service (SaaS) – Bureau Service
Heliocor Ltd Asset Management Client Reporting Middle Office Portfolio Management Private Banking Retail Banking
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Solutions Most Suitable For
Full range of Financial institutions needing to comply with international and national regulations
Employees: 30
Turnover: £2m
Address: 20 Birchin Lane, London
Post Code: EC3V 9DU
Phone No: +44 (0) 20 3006 6405
General Description of Company
Services Provided
Description
View
Employees: 300
Turnover:
Address: 103 Carnegie Center, Suite 300 Princeton, NJ - 08540 USA
Post Code:
Phone No: +1 917 693 3207
General Description of Company
Services Provided
Description
ICE Risk Management Data Management
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Solutions Most Suitable For
Wealth Managers, Asset Managers
Employees: 3853
Turnover: $5.83 Bn
Address: Milton Gate, 60 Chiswell Street, London
Post Code: EC1Y 4SA
Phone No: +44 (0) 20 7065 7700
General Description of Company
Services Provided
Description
ICS Financial Systems Asset Management Capital Gains Tax Client Reporting Corporate Actions Data Fees or Billing Middle Office Portfolio Management Private Banking Retail Banking Securities Settlement
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Employees: 250
Turnover: £20m
Address: 2nd Floor Berkeley Square House, Berkeley Square, London
Post Code: W1J 6BD
Phone No: +44 (0) 20 3319 5448 / +44 (0) 20 8681 5421
General Description of Company
Services Provided
Description
Example Customers
Jordan Kuwait Bank (JKB), Bank Al Etihad
Jordan Kuwait Bank (JKB), Bank Al Etihad
Jordan Kuwait Bank (JKB), Bank Al Etihad
Jordan Kuwait Bank (JKB), Bank Al Etihad
Jordan Kuwait Bank (JKB), Bank Al Etihad
Jordan Kuwait Bank (JKB), Bank Al Etihad
Jordan Kuwait Bank (JKB), Bank Al Etihad
Jordan Kuwait Bank (JKB), Bank Al Etihad
Jordan Kuwait Bank (JKB), Bank Al Etihad
Jordan Kuwait Bank (JKB), Bank Al Etihad
Jordan Kuwait Bank (JKB), Bank Al Etihad
IMVS Asset Management Capital Gains Tax CASS Client Onboarding Client Relationship Manager(CRM) Client Reporting Corporate Actions Data Fee or Billing (Client Charges) Fees or Billing Investment Management ISA Plan Manager & Administrator Middle Office Other Functionality Portfolio Performance Portfolio Management Risk & Controls Risk Compliance Analytics Securities Settlement Wealth Management
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Solutions Most Suitable For
Asset Managers, Investment Managers, Wealth Managers
Employees: 8
Turnover: £500k
Address: 31 Caroline Street, Birmingham
Post Code: B3 1UE
Phone No: +44 (0) 121 622 8222
General Description of Company
Services Provided
Description
Client Relationship Manager(CRM)
Fee or Billing (Client Charges)
ISA Plan Manager & Administrator
Risk Compliance Analytics
Infront Asset Management Market Data Portfolio Management Digital Banking News & Media Risk Compliance Analytics Trading Treasury Management Wealth Management Investment Banking
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Employees: 500+
Turnover: 75.5 million EUR (2019)
Address: Becket House, 36 Old Jewry 6th floor, London
Post Code: EC2R 8DD
Phone No: +44 (0) 20 3829 5031
General Description of Company
Services Provided
Description
Example Customers
London Stock Exchange, Davy Group, Winterflood Securities, GHC, Ramsey Crookall, James Sharp & Co., CBOE, Deutsche Bank, Goldman Sachs, Svenska Handelsbanken
Risk Compliance Analytics