CRM & Data providers

Ready-made connections with popular systems, applications and data providers.

Icon Anevis

Anevis

SaaS solution for asset management marketing and regulatory reporting.

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Icon Foliometrics

Foliometrics

Fully featured CRM solution specifically tailored for hedge funds.

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Icon Hubspot

Hubspot

CRM solution for wealth and asset managers, with inbound marketing focus.

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Icon Backstop

Backstop Solutions

Portfolio management platform for monitoring multiple asset classes.

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Icon Dynamics

Microsoft Dynamics

Enterprise CRM solution with advanced reporting, on Microsoft's Azure Cloud.

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Icon Fefundinfo

FE FundInfo

Award-winning products and solutions backed by accurate, trusted fund data.

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Icon Cloud

Connect any data

Source data from CRMs, custodians, portfolio or market data providers. 

Our platform API
Icon Xplan

Iress Xplan

Financial planning and wealth management CRM software.

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Icon Salesforce (1)

SalesForce

Powerful CRM for investment brands, with a dedicated financial Cloud.

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Technology & Security

Cloud-native platform built on robust and secure technology.

Icon Azure

Microsoft Azure

Global leader in Cloud infrastructure and security, offering the widest compliance coverage.

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Icon Gcp

Google Cloud

High-performance Cloud infrastructure for computing, data analytics & machine learning.

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Icon Idnow

IDnow

Identity verification, compliant with KYC/AML regulations across 195 countries.

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Quote icon

Ready-made integration with our CRM got our Portal live in record speed.

Nordic Fund Manager, €4Bn AuM