Simplify wealth management with top integrations

Temenos is everyone’s Banking Platform. Rapidly assemble, configure, deploy and extend Temenos banking capabilities and services. Compose new banking services that incorporate solutions from Temenos Exchange, as well capabilities from incumbent systems. And safely design, manage and distribute new banking products to innovate on top of your legacy systems with ease.

At Wealth Dynamix we work with wealth management firms and private banks to help create a seamless set of CLM capabilities, delivering our solutions across the whole CLM spectrum, or focusing on specific areas such as client onboarding and working with a firm’s existing architecture.

Technology provider for financial entities offering solutions for financial advice and portfolio management. Experts in Wealth Management with 20 years of experience creating and implementing high added value solutions for Spanish and international financial entities. Present in Spain, Colombia, Costa Rica, Mexico and Chile.

BRITech is an Investment Management tech company offering solutions to the Investment Management ecosystem with a SaaS business model. It operates on 4 fundamental pillars in delivering investment management solutions: experience, technology, productivity, and excellence.

Njorda is a Stockholm based fintech specialised in investment technology for retail investors. We package investing and advisory best practices as easy-to-use services & APIs.

InvestAlert harnesses the power of AI and Open Finance technologies to provide unparalleled insights into retail investors’ portfolios. Portfolio Copilot™ by InvestAlert continuously monitors holding positions, offering early warnings when a portfolio might be at risk of significant losses that could jeopardize one's investment goals. Additionally, it delivers in-depth analysis of portfolio performance through its smart reporting feature.

Finametrix is a cutting-edge global provider of portfolio management and advisory solutions for private banks, Wealth & Asset Management, advisors & Family Offices.

Quantum Six is the go-to consultancy for core transformations by bringing the right people together at the right time. We enable organisations to modernise their technology to achieve sustainable value.

PetakSys facilitates digital transformation for financial organizations through seamless business & data integration as well as custom software and reporting solutions that meet your specific needs. With our expertise in Flanks' global wealth data integration, you can achieve greater efficiency across your business faster.

At Coinscrap Finance we’re working to be the best Financial Health AI Platform of the future using transactional data & behavioural economics. We help banks and insurers to understand the financial situation of their clients and to sell the product that better fits, a win-win for both financial entities and their customers.