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Finetre is renowned for its deep systems integration and transaction/utility support within a wide range of financial services environments. Here are some of the key technology partner organizations that are a part of our systems experience; click on their logo to visit their Web site:
ADP Brokerage Services is a leading provider of transaction processing systems, desktop productivity applications, and investor communication services to the financial services industry worldwide. We provide a total straight through processing solution for a diverse client base including full-service retail, institutional, and discount brokerage firms, global banks, correspondent clearing firms, investment companies and institutional investors.
Beacon Research is recognized for its institutional-quality fixed annuity information. Its AnnuityNexus database is uniquely accurate, comprehensive and timely, featuring 100% carrier-approved product profiles. Beacon licenses data and software for point-of-sale applications. Carriers and distributors subscribe to its web-based systems to monitor the market and support reps. Beacon is also the only ongoing source for fixed annuity sales at the product level and fixed annuity rate benchmarks.
Communication Intelligence Corporation (“CIC”) is a leading supplier of electronic signature solutions for business process automation in the Financial Industry and the recognized leader in biometric signature verification. CIC’s products enable companies to achieve truly paperless work flow in their eBusiness processes by enabling them with “The Power to Sign Online®” with multiple signature technologies across virtually all applications. Industry leaders such as AIG, Charles Schwab, Prudential, Nationwide (UK), Snap-on Credit and Wells Fargo chose CIC’s products to meet their needs. CIC sells directly to enterprises and through system integrators, channel partners and OEMs. CIC is headquartered in Redwood Shores, California and has a joint venture, CICC, in Nanjing, China.
The Depository Trust & Clearing Corporation (DTCC) through its subsidiaries, provides clearance, settlement and information services for equities, corporate and municipal bonds, government and mortgage-backed securities and over-the-counter credit derivatives. In addition, DTCC is a leading processor of mutual funds and insurance transactions, linking funds and carriers with their distribution networks.
Investigo is a web-based core practice management tool for financial advisors. Investigo provides data consolidation and reporting that helps broker/dealers, reps and RIAs, compliance managers and OSJs manage their work. Our Practice Management System provides an integrated portal for asset tracking, client management and regulatory compliance.
Technology provider for the financial services market of end-to-end solutions for contact management, electronic form/account processing, workflow and commissions. Solving front, middle and back office challenges efficiently.
Morningstar, Inc. is a leading provider of independent investment research. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 145,000 investment offerings, including stocks, mutual funds, and similar vehicles.
Vallue Consulting focuses on XML support for the insurance industry. Vallue's founder and current president, Tana Sabatino, formerly headed-up ACORD's standards efforts and was instrumental in much of the success ACORD has had in meeting the challenges of a continuously-changing industry. Ms. Sabatino remains actively engaged in the standardization initiatives currently conducted by ACORD and NAVA. The exceptional perspective provided by this knowledgable resource — recognized in the industry as a leading authority on ACORD standards — will prove indispensable for anyone implementing ACORD standards.
VERTEX provides the insurance and financial services industry with progressive technology solutions that take our clients to the next level. We strive to transcend our clients’ business challenges through experience, leadership, dedication and focus.
Signix enables existing customers and known users to complete trusted signature transactions on-line. Our solution verifies and authenticates the legal identity of prospects interacting with your website or on-line forms and provides the means to obtain legal digital signatures on required documents. We help you eliminate the need to print and mail paper versions of the forms that require a wet signature.
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