Optimizing Returns Through Technology Investment portfolio management software helps wealth managers, financial advisors and brokerages efficiently oversee clients' investment portfolios. It automates processes like trade execution, performance reporting, risk management and rebalancing.

Use the power of open data through our secure and scalable platforms. As a trusted intermediary, we connect diverse banks and fintechs to conveniently and profitably exchange customer insights in compliance with open banking regulations.

Simplify Payments Processing Rely on our single API integration to accept all major payment types across channels. As a payment facilitator, our platform handles authorization, settlement, reconciliations and compliance to simplify accepting and routing funds globally.

Make Informed Lending Decisions Our proven analytical models and scoring tools evaluate thousands of variables to assess each customer's risk profile and future financial behaviors.