Finance

Solutions for integrated management of financial markets and wealth management.

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Platform for market finance and wealth management

Cedacri’s Finance solutions cover the entire value chain of investment and financial market activities — from securities and derivative management (both regulated and OTC) to position keeping and limit control, and from post-trading operations (clearing, settlement, reconciliation) to portfolio taxation.
Through modular and integrated platforms, the system automates order and investment processes, reducing operational risks and ensuring real-time updates across reference markets.

With dedicated solutions for insurance, digital wealth management, robo advisory, and network management, Cedacri supports banks and financial intermediaries in enhancing decision quality, customer experience, and overall financial function efficiency.

Platform for market finance and wealth management

BankInsurance

Platform that manages insurance products and the insurance portfolio to support the distribution processes on different channels

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Commissioning

Handles the entire management system of the Banker's Network — acquisition, commission refund, reporting, allowance, and invoicing.

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Listed Derivatives

Manages transactions related to listed derivative contracts, and enables trading and margin operations calculation. Financial instruments such as Futures and Option contracts in the Italian and international markets lifecycle are managed by the system.

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Digital Wealth Management

An omni-channel digital solution that automates the entire life cycle of the individual wealth management and advisory service used through smart devices — computer, mobile, and tablet.

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Robo Advisory

Enables the bank to deliver innovative investment services through an additional distribution channel. Provides an automated consulting service for the bank's retail clients who can operate in the self mode to subscribe financial products.

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Easy Match – Reconciliations

A new-generation centralized reconciliation tool covering a full range of checking activities. Manages all financial instruments like currencies, securities, consumables, and derivatives.

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Position Keeping (OBJFIN)

A fully integrated framework for Position Keeping, Limit Management and Risk Management, P&L Management, and operational liquidity monitoring of proprietary trading portfolios.

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SIDerivati OTC

Manages all transactions related to OTC derivative contracts. Supports all types of derivative OTC instruments, and guarantees flexibility in managing new contractual models and speed of adjustment.

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Discover how to optimize your digital customer experience

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