Integrations

Everise offers a wide array of ready-to-use integrations designed to seamlessly connect with the financial industry’s leading platforms and data providers. Our system is built on an open architecture, enabling smooth integration with real-time market data sources, trading hubs, CRMs, and regulatory databases such as Bloomberg, Nasdaq, Interactive Brokers, and the European Central Bank. With native compatibility to analytics platforms like Qlik and Tableau and support for essential banking and compliance systems, Everise ensures that our clients can access, analyze, and manage all critical information from a single, unified interface, tailored precisely to their operational needs.

Market data providers Bloomberg, ICE, CBonds
Public and private regulatory data repositories Bloomberg ARM, Nasdaq APA, local regulator repositories
Banks and custodians for cash and security balance and trade reconciliation SWIFT MX (ISO 20022)
Trade import, processing and booking from external order management systems Interactive Brokers, Saxo Trader, Exante
Banking core systems via bespoke protocol with possibility to block funds and initiate payments Temenos, FlexCube, other
Execution hubs or brokers via FIX protocol EMSX, AllFunds, HSBCFast, REDI+, Triton, TradeWeb
FREE data model creation, connectivity setup Qlik, Tableau, other open BIs
Customer relationship management systems Uniqare, Salesforce, other CRMs
Data warehouses, AML monitors, analytics platforms and other internal or third-party systems Various
Implementation and maintenance of regulatory requirements, including country specific data capture and processes Various
Implementation and maintenance of country specific client reports Various
Full regulatory report package, including reports to local financial services regulator, national tax authority and social security service Various

At Everise, we understand that each financial institution has unique workflows and specific integration needs. That’s why our platform is designed for agility, enabling us to develop custom integrations swiftly and seamlessly. Leveraging an open data model and flexible API infrastructure, our team can implement bespoke integrations with third-party systems, CRMs, execution platforms, or proprietary software – often within just a few weeks. With a dedicated development team and an agile, sprint-based approach, we ensure that every custom integration not only meets your precise requirements but also enhances your operational efficiency, keeping your system connected and adaptable as your business evolves.

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