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Wealth Management Solutions

Marketware OneWorld™ Your Middleware Solution!

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MARKETWARE ONEWORLD; WHERE FULL INSIGHT MEETS FULL INTEGRATED ACCESS. A NEW BUSINESS TECHNOLOGY APPROACH TO DELIVERING SOLUTIONS FOR OUR CLIENTS. INTEGRATING PREFERRED LEADING PARTNER COMPONENTS, OUR CAPABILITIES, YOUR APPLICATIONS FOR A DESKTOP OR MOBILE SOLUTION THAT IS DELIVERED YOUR WAY.

Marketware is committed to team up with technology partners that help deliver value to our customers. We ally with reputable market leaders and pioneering innovators to provide relevant solutions and support. Our goal is to help customers increase productivity while reducing cost and risk.

Let us join forces to help you innovate with confidence, working together, we leverage our applications and our partners’ technology solutions, provide the resources, framework and tools to build and deploy your applications quickly. OneWorld’s benefit is: faster innovation, customized application functionality, rapid deployment and low-cost operations with governance and control.

 

 Icon-01 OneWorld Wealth Management Delivery Options

Marketware OneWorld gives you a smart framework technology to facilitate the integration of your preferred market data vendor, your applications, and client data; "your desktop" "your way". A less homogeneous desktop and more a la carte or best of breed in nature, a plug-and-play design to serve the myriad of business models and needs of the individual advisors.

Flexible integration designed to meet both business and technology needs. Component-based
delivery for integration with existing applications both internal and external. Rapid and, simple deployment of service, Customizable access to custodians and markets.

Advanced features such as Portfolio and Market sentiment analysis combined with flexible white-labeled options for your daily operational activity. We work with you to include just the components you need to build, grow and maintain your business and clients.

No codes, no guides, no complexity. Our HTML5 Web-based service means instant access to information critical to your business needs, utilizing simple free text search and intuitive linking, fully personalized to you and your clients portfolio.

 

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Icon-02 OneWorld – Integration of News Analytics and Sentiments

Effective client management is made possible with the a new level of financial market insight, incorporating Heckyl’s proprietary content. Utilising the power of modern machine learning, natural language programming and algorithms we bring you news and understanding from over 1.5 million sources. With a new degree of analytical computation and state of the art visualization, you are fully connected to the events shaping the markets and impacting your clients.

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Analytics and screening tools incorporating price, news and fundamental data as a single platform, working in collaboration rather than individually. Comprehensive visualization providing information and intelligence that you can quickly scan and use. Comprehensive coverage of equities, commodities, funds, FX and macro economic events.

 

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And you have access to the following features on any any device, anywhere, any time.

Trending News
The events from around the world impacting and shaping the markets, delivered from over a million sources, in real time.

Streaming News
Financially relevant news and views coming from social media, such as twitter, Blogs and other sources. Filtered to provide only relevant insight.

Personalized Delivery
Delivered on a personal basis: as a Web site, as an integrated tab in a portal or third party work station, or in your briefcase as a mobile device, built to provide the views that you need for you and your clients. Alerts on companies, topics and pricing to identify threats and opportunities for your clients

Tools and Analysis
Stock and fund screeners, advanced charting, company fundamentals, earnings, time-based studies, your own or external research and visual displays of data.

Regulatory insight
Unprecedented insight and visualization of key Equity drivers such as Insider Deals, Short interest and Broker Recommendations.

 

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Icon-04 Beyond Scrolling News and Quotes

OneWorld Adapters – Provided to address and to help you concentrate on growing your business. Component-based delivery approach for integration with existing applications both internal and external.

  • Interface with Custodian API or create a customized solution for your business needs.
  • Integration of preferred applications within one container. Single Sign-on and Advisor Entitlements.
  • Comprehensive search capabilities and management features. Context sensitive across applications.
  • Integration adapters for real-time and nightly batch connectivity. Content and Market Data vendors.

 

 

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Icon-05 Customizable functional components support in the Marketware OneWorld Framework:

 

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Trade Processing

  • Trading of equities, mutual funds, ETFs, fixed income and options
  • Domestic and International cross markets


Client Information

  • Real-time access to balances, positions, account activity and order status. Asset allocation capabilities.
  • Aggregation of accounts held outside of primary backoffice. Account Opening & Maintenance
  • Customizable account opening to your back-office. Identity verification and authentication (e.g. OFAC,Patriot Act-compliant).
  • Integration with preferred Cost Basis & Portfolio Reporting system
  • Automatic processing of corporate actions, voluntary events
  • Real-time, actionable trade analysis


Event Notification & Alerts Capability

  • Centralized enterprise alerts and notifications from internal or external systems
  • Actionable notification of critical events, such as trade rejection, new account status, and compliance alerts

 

Finance & Investment News

Finance – Knowledge@Wharton

Knowledge@Wharton is the online business analysis journal of the Wharton School of the University of Pennsylvania.