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Integrate with your systems
DisclosureWise allows you to automate the submissions process by integrating your own systems with it. Following is a list of industry leading platforms which can connect to DisclosureWise, followed by customised options your team can implement.
Broadridge
Broadridge, a global Fintech leader with over $4 billion in revenues, helps clients get ahead of today’s challenges to capitalise on what’s next with communications, technology, data and analytics solutions that help transform their businesses. For more information visit our website.
Enfusion
Enfusion is the leading global investment management solutions, dedicated to simplify investment management operations for close to 1,000 buy-side client communities by incorporating multi-asset class solutions for front, middle and back-office functions under a single cloud-native SaaS platform. For more information visit our website.
Eze Castle
The leading OMS platform, Eze Castle customer base includes asset managers and financial intermediaries includes investment advisors, hedge funds, mutual funds, employee benefit plan sponsors, endowment funds, sovereign wealth funds, trust banks, family offices, separately managed accounts, broker-dealers, exchanges and other marketplaces, alternative trading systems, and investment banks. Further details are available on our site.
Imagine
Imagine Software is a leading provider of real-time investment management solutions trusted by thousands of users worldwide. Its flagship product, the Imagine Trading System, is a cross-asset trading, portfolio, and risk management system available as a cloud-based solution or enterprise application. In 2012, with the introduction of the Imagine Financial Platform (IFP) and Imagine Marketplace, the company provided financial institutions, third parties, and partners with the ability to use and create applications, Imagine Apps, that draw on the deep analytics and rich data universe contained within the system. Founded in 1993, Imagine Software is headquartered in New York City with additional offices in Cleveland, Hong Kong, London, Sydney, and Istanbul. Visit us at http://www.imaginesoftware.com or follow us on Twitter and LinkedIn.
Linedata
To help people comply with financial regulation, to operate data and manage strategic plan developments, to support companies' efficiency and profitability so that they fully dedicate themselves to their core business, to empower growth, wealth and leadership, to anticipate and master transformation in an ever changing world, we humanize technology. Because we are independent, trust worthy, approachable and committed, because our teams are close, attentive, caring and passionate, because our experts are both specialists, partners and responsive, we excel ourselves to deliver global solutions for leadership. Website.
Paladyne
Paladyne Systems, a Broadridge Company, is the leading provider of next generation investment management solutions. Paladyne offers its integrated front-, middle- and back-office platform, known as the Paladyne® Suite, to hedge funds, asset managers, fund administrators, and prime brokers. The modular Paladyne® Suite includes order management, portfolio management, reference data management, data warehouse reporting and reconciliation, and is complemented by the Paladyne Network, which is comprised of a number of preferred strategic partnerships with leading software and market data firms. The solution can be delivered onsite or via Paladyne's industry-leading application service provider solution, Paladyne ASP. Paladyne was established in 2005 and now serves over 225 clients worldwide. The firm has approximately 165 employees, and is headquartered in New York, with regional offices in New Jersey, London, Russia, and Hong Kong. Further details are available on our site.
SGGG AlphaDesk
AlphaDesk was designed to take advantage of exceptional people and superior technology to produce a better tool for investment management. New technology and new thinking enables us to create software which sets new standards for ease of use and extensibility. Website.
Tradar
Tradar PMS is a real-time, multi-asset class portfolio modeling, management, and accounting solution used and trusted by more than 200 buy-side firms, in over 30 countries. Tradar PMS can improve decision making, increase productivity for the front, middle, and back-offices, reduce operating risk, and lower overhead costs. Sitting at the heart of your organization, Tradar PMS manages your entire workflow in a way that is intuitive, scalable, and customizable to your requirements. Website.
Customised integration
Clients can also choose to integrate with DisclosureWise by utilising a comprehensive Web Services API. Alternatively, CSV format files can be transferred to our servers using Secure File Transfer Protocol.