Arius Software has been the chosen Enterprise Account Opening platform and professional services partner of leading North American financial services firms. Our flagship product, OpenAdvantage™, enables wealth management firms to attract new customers, increase operational efficiency, and reduce costs by creating a superior personalized account opening experience. With the adoption of OpenAdvantage, our customers frequently accelerate the account opening and update processes by 50%, while dramatically reducing costs and abandonment rates. By automating and institutionalizing best practices, OpenAdvantage can support multiple sales channels including self-serve account opening ( e.g. on-line brokerages), client representative’s teams (e.g. private client and brokerages) as well as channel distribution (e.g. mutual funds and clearing firms).
DataSelf provides best-of-breed and easy-to-use analytics and business intelligence solutions for medium-sized businesses (SMB). DataSelf Analytics has grown out of more than 16 years of experience providing best-practice analytics, reporting and data warehousing solutions. DataSelf simplifies... Read More
File Storage in the Cloud •Keep all of your documents in one central, secure repository •Fully customise your folder structure with highly controlled access •Manage access at project level, folder level, or file level •Create project templates to enable one-touch creation of new projects -...
OpenAdvantage® is an automated account opening platform that enables financial services firms to increase operational efficiency, improve client services and reduce costs by providing a superior, personalized account opening experience. With the ability to configure workflow, questionnaires,... Read more