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OnBase for Broker-Dealers
from Hyland Software
Enterprise information platform that manages documents, processes, and cases for brokerages. Features include automated document capture, workflow automation, secure client file management, regulatory compliance tools, and integration with core brokerage systems.
Category:
Document Management Systems
in:
Client Services
Solutions for securely storing, retrieving, and managing client documents, contracts, and account paperwork with appropriate access controls.
OnBase for Broker-Dealers
Category:
Back-Office Processing Systems
in:
Operations
Comprehensive platforms managing post-trade workflows, including confirmation, clearing, settlement, and reconciliation across different asset classes.
OnBase for Broker-Dealers
Publicly available data, summarised using AI.
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