Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • DXcharts Reviews & Ratings
    28 Ratings
    Company Website
  • Wallester Reviews & Ratings
    263 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • Resco Mobile App Development Toolkit Reviews & Ratings
    2 Ratings
    Company Website
  • Capitalcore Reviews & Ratings
    82 Ratings
    Company Website
  • ND Wallet Reviews & Ratings
    14 Ratings
    Company Website
  • DialerAI Reviews & Ratings
    5 Ratings
    Company Website
  • NMI Payments Reviews & Ratings
    109 Ratings
    Company Website
  • imgproxy Reviews & Ratings
    15 Ratings
    Company Website
  • OpenMetal Reviews & Ratings
    39 Ratings
    Company Website

What is Templum?

Templum delivers innovative infrastructure designed specifically for capital markets that concentrate on alternative investments and private securities. Their proprietary white-label technology empowers users to create and launch customized marketplaces tailored to these specific assets. The platform accommodates a wide array of workflows, overseeing processes from the initial issuance right through to the secondary trading stage. Users have the option to either customize Templum's interface for their own marketplace or employ APIs to achieve a fully bespoke investor experience. The capital-raising process is streamlined with efficient systems that facilitate the creation of offerings, the execution of KYC and AML checks, thorough due diligence, order allocation management, and deal closure. Moreover, Templum enhances the facilitation of secondary market transactions through its sophisticated Alternative Trading System (ATS). They also equip clients with exceptional tools for managing private securities, which includes access to extensive market data and risk management resources. This comprehensive support ensures that clients are well-equipped to navigate the intricate landscape of alternative investments with confidence. Furthermore, Templum’s commitment to innovation positions them as a leader in the evolving financial technology sector.

What is CMC:Insider Compliance?

Achieve consistency and reliability in your transaction management with CMC:TradeS, which automates the monitoring of prices across a wide range of securities, including repos, lending, commodities, money market instruments, foreign exchange, and both listed and OTC derivatives for proprietary, customer, or employee trading activities. It provides an extensive array of verification methods that are suitable for all markets and asset categories, complete with customizable settings. Monitoring functionalities are available at various levels, including asset class, business unit, and management, and are enhanced by sophisticated research and in-depth analysis capabilities. This system guarantees secure documentation of all processing actions, ensuring reliable transaction oversight throughout different departments. With customizable rules that improve the automated monitoring workflow, as well as various additional research and reporting features, users can adjust parameters for a user-friendly configuration that meets their specific requirements. Furthermore, the streamlined and standardized processing, along with effective workflow management, simplifies daily operations, facilitating quick and efficient execution of routine tasks. This all-encompassing solution not only boosts operational efficiency but also significantly improves the precision of transaction monitoring, making it an essential tool for any organization looking to optimize their trading activities. Ultimately, CMC:TradeS empowers organizations to maintain high standards in transaction management while adapting to evolving market demands.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Templum

Company Location

United States

Company Website

www.templuminc.com

Company Facts

Organization Name

B-next

Date Founded

1989

Company Location

Germany

Company Website

www.b-next.com/solutions/modules/cmc-trades/

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Popular Alternatives

Popular Alternatives

ZB.com Reviews & Ratings

ZB.com

ZB Group