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Shadow Financial Systems' mission is to provide a single enterprise-wide post-trade processing solution fully integrated on one relational database supporting all asset classes, all financing transactions and all related functions, such as fees and commissions, corporate actions, treasury and accounting with client reporting for confirms, statements, billing, 1099s, sub-accounting, cost basis, margin, portfolio margin; regulatory reporting, like net capital, customer reserve, SSOI (Supplemental Statement of Income), FINRA Automated Exam Program, Short Interest Reporting, Blue Sheets, Large Trader Reporting, Reg SHO, INSITE, Trace (Trade Reporting and Compliance Engine), MSRB reporting, Large Options Position Reporting and FCA Reporting to name a few, regardless of currency, volume or business conducted using the most current technology available.
Piscataway, New Jersey, US
Private
$5M Revenue
http://www.shadowfinancial.com
Veil Technologies
Veil Technologies is a business consulting and web platform firm specializing in Intuit’s QuickBase online database. We combine sound business know-how, creativity, and QuickBase expertise to go beyond traditional consulting, providing powerful web-based solutions for a wide range of businesses.
Spring, Texas, US
Private
$3.8M Revenue
http://www.veiltech.com
PrivacyGuard
PrivacyGuard is a configurable identity protection solution that helps your customers protect their data, identity, and financial well-being while unlocking new value for your business. With more than 30 years of proven experience in identity protection, we built PrivacyGuard to provide end-to-end protection across four areas: Education, Prevention, Detection, and Resolution. The solution supports your commercial objectives while meeting customer needs and reflecting your brand experience. πŸ”’ Protection for your customers. Predictable revenue for your business. PrivacyGuard does more than mitigate risk. It drives measurable results: ✨ Grow non-interest income with recurring, high-margin revenue 🀝 Boost engagement and retention with a benefit customers use and value πŸ“ˆ Enable cross-sell and upsell with relevant add-ons that build loyalty and trust PrivacyGuard has the flexibility to be deployed to meet your specific requirements: βœ… Add to an Existing Benefit Package Embed identity protection benefits into your current offering to increase value and program engagement βœ… Introduce a Premium Tier Offer PrivacyGuard as a standalone upgrade or paid tier to generate subscription revenue while deepening customer relationships. βœ… Launch a White-Labeled Solution Deliver PrivacyGuard under your brand, fully integrated, seamlessly managed, and ready to scale. Ready to increase revenue, engagement, and customer lifetime value? ➑️ Connect with us today to learn how PrivacyGuard can help
Dallas, Texas, US
Private
$28.5M Revenue
https://business.privacyguard.com
3 Employees

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