PluralSoft has worked with large and medium-sized financial services organizations for architecting and deploying data integration solutions with business intelligence capabilities. Our offering of the combination of business intelligence and financial services expertise is unfounded in the market, and helps clients understand what 'intelligence' can be garnered from each bit of data as a corporate asset promoting operational efficiencies and enhanced profitability.

Areas of Expertise
Process, Organization, and Technology Assessments Reference Data Management Straight through Processing Basel II Data Management Framework Cross Border Trading Capital Markets - Mutual Funds, Brokerage & Banking Wealth Management Retirement Plan Administration Property & Casualty Insurance Customer & Partner Relationship Management
Business Domain Expertise
Mutual Fund Solutions (Transfer Agency, Fulfillment, SFA, Shareholder Servicing, Fund Accounting, Collective Trust Revenue & Expense Accounting, Portfolio Management System, and Business Analytics) Brokerage (International brokerage platform, Cross Border Trading, Order Management, Cash Management, Clearing and Settlement, Market gateways, Forex Trading, Stock Lending, STP message bus architecture) Retirement Plan Administration (TPA Administration and Servicing) Banks (Online Retail Banking Applications, Business Analytics, Channel Integration and Optimization, Risk Management) Insurance (Membership Analysis, Claims Analysis, Loss recovery Analysis) Syndicated Services (Online Financial Advice, Account Aggregation, Online Bill Payment and Presentation, Online statements, Online Marketplace)