TRANSFORMING CAPITAL MARKETS WITH COMPREHENSIVE TECH

We understand the changing tech landscape’s demands and help you address your business’s most critical KPIs, thus empowering you to keep up with the competition without worrying about the costs.

Trusted by companies around the globe

Challenges of Capital Markets

The capital market industry is witnessing significant challenges like the regulatory challenge, changes in global financial market dynamics, increasing volatility, customer engagement, and many others. To solve these problems, capital market firms should focus on adopting the latest disruptive technologies including Artificial Intelligence, Machine Learning, Automation, Blockchain, RPA, and others that will ensure cost-effective and effective compliance. Capital Market firms must utilize capital market software solutions to streamline and optimize the current operational processes. These capital market software products help the firms in improving transparency, manage risk, and enable greater operational efficiency.

Slow Programs

Is your software weighing down your operations? This becomes a real turn-off to clients who may miss out on significant market opportunities.

Poor Data Management

Unable to efficiently administrate your virtual assets? Data supervision can improve your overall growth and drive up success!

Strict Regulations

Regulations causing you to fall behind? Continually updating software to meet market regulations digs a deep hole in your pocket.

Capital Markets Software Solutions

Our capital markets software solutions allow your enterprise to explore the capital market spectrum while staying abreast of all regulatory practices and data challenges. We develop highly secured and robust capital market software solutions as per your custom requirements that will help your firm in solving real-world problems. Leveraging more than 10 years of experience in the capital market and wealth management industry, we help you to drive your business growth, thus providing a competitive edge over your competitor. Our integrated capital market solutions address your key businesses, including regulatory compliance, client engagement, risk management, and trading across all asset classes. We have a team of highly skilled and experienced professionals that can provide tailored capital market software solutions and products that will enhance the customer experience and engagement.

Trade Order Management System

Our Trading and Order Management solution enhance trading efficiency by simplifying the functions of capturing, routing, bulking, and trading orders.

  • We help you thrive amid all regulatory, legal, and compliance demands. Stay ahead of any new and emerging challenges.

  • Prevent regulatory violations.

  • Enhance the speed and accuracy of trade execution.

  • Track real-time changes in trade lifecycles.

  • Reduce your overall costs.

Data Management &Analytics

As data is the new oil, it powers everything that we do. We provide high-value data management solutions through a broad range of BI and ML tools.

  • AI and ML tools provide smart solutions to enhance your data management experience.

  • Cloud storage support fortifies your digital assets while making them universally accessible.

  • Added safety measures ensure the highest level of security for your virtual resources.

  • Improved UI and UX capabilities elevate your data analytics and interpretation.

Regulatory Compliance

We help you thrive amid all regulatory, legal, and compliance demands. Stay ahead of any new and emerging challenges.

  • Meet all annual and quarterly reporting obligations.

  • Use Machine Learning for traditional compliance control testing.

  • Deploy Artificial Intelligence to uncover fraudulent activities.

  • Risk analysis tools to prevent uncertainties in the workflow.

  • Govern all data with top-of-the-line solutions that elevate your digital setup.

See how customers achieve faster growth and smarter outcomes with Hexaview

Challenge

Client faced problems with business analysis across multiple custodians (LPL, Fidelity, ORION), couldn't get insightful information from data sources, needed automatic daily data loads and backups

Solution

Created a data lake receiving data from multiple custodians via SFTP and Azure Blob storage, streamlined daily data load processes, built data warehouse for analysis

Results

60%

Data accessibility improved

75%

Analytical accuracy increased

50%

Automation reduced manual effort
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Data Lake Implementation

Financial Services company headquartered in Chicago/Denver

Challenge

Problems with business analysis across multiple custodians (LPL, Fidelity, ORION); needed automatic daily data loads and backups

Solution

Hexaview assisted in the development and documentation of the requirements; the design of the rebalancing engine, the development of manual testing, automation testing, and performance testing strategy plan and test cases; and the execution of testing and implementation of the solution into production.

Results

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Wealth Management Firms

Leading wealth tech firm, empowering wealth managers with data-driven insights

Challenge

Needed assistance with data integration and migration from Geneva and Mariana accounting systems, required support for bond market trading applications

Solution

Transformed conventional data management to Salesforce CRM, established dashboard on Azure cloud platform, used Power BI for data analysis

Results

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Captive Services

White Oak (San Francisco)

Challenge

Wanted to expedite customer onboarding process, minimize manual work, lacked proper workflow tracking

Solution

Created fully automated customer onboarding workflow using triggers, created visualized workflow path, made platform admin-friendly with custom labels

Results

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Customer Onboarding

Baker Avenue (San Francisco)

Challenge

Difficulty managing increasing number of advisors, needed more analytics, required enhanced data management

Solution

Worked with bank's IT team to provide customized advisor desktop platform, built solution on Oracle Database

Results

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Advisor Desktop Platform

BNY Mellon (New York)

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Got a complex product that you need to migrate, redesign or architect to AI first or Cloud first environment. Or need to architect your data foundation to move set to go AI first in your regulated environment

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Solution Engineer