Solutions
Capital Markets & Wealth Management Technology
Trading, portfolio and wealth platforms for a market that is deepening every year.
- Tadawul
- Edaa
- Muqassa
- CMA
- Shariah boards
- SWIFT
- Bloomberg / Refinitiv
- PDPL
The Saudi context
A deeper, more open capital market
Tadawul is one of the largest exchanges in the region, and the Capital Market Authority continues to open the market to new investors, products and licensed intermediaries. Asset managers, brokers and family offices need technology that keeps pace with growth while meeting strict disclosure, suitability and custody obligations.
We build front-to-back platforms that keep investors informed, advisors productive and compliance teams in control.
Capabilities
What the platform covers
Investor onboarding
Digital KYC, suitability and risk profiling, with investor classification aligned to CMA requirements.
Order & portfolio management
Multi-asset OMS and PMS with pre-trade compliance checks, allocations and performance attribution.
Fund administration
NAV calculation, subscriptions and redemptions, fee accruals and investor statements.
Shariah screening
Rules-based screening and purification workflows for equities, funds and sukuk.
Wealth & advisory
Goal-based planning, model portfolios, robo-advisory and a bilingual client portal.
Reporting & surveillance
Regulatory reporting, trade surveillance signals and complete audit history.
Product tour
See how the platform looks in daily use.
- Compliance without frictionControls embedded in the workflow catch issues before they become findings.
- Productive advisorsA single client view, automated reporting and fewer manual reconciliations.
- Ready to scaleArchitecture that handles more investors, products and channels without a rebuild.
Outcomes
What changes for your organisation
Integrations are delivered subject to the relevant authority’s onboarding and approval processes. Names of third-party systems belong to their respective owners.
FAQ
Common questions
Do you integrate with Tadawul and the depository?
We build market-connectivity layers designed for Tadawul, Edaa and Muqassa workflows, subject to each entity’s onboarding requirements.
Is Shariah screening included?
Yes. Rules-based screening and purification workflows can follow your Shariah board’s methodology.
Can the platform serve both institutions and retail investors?
Yes. Investor classification, suitability and reporting are configurable per client segment.
Ready to scope this solution?
A short discovery call is the fastest way to map your requirements and regulatory obligations.