Capital Markets & Investment › Investment Management › Portfolio Management System (PMS)

Credence Analytics

Integrated treasury, investment operations, and wealth management software for financial institutions.

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Overview

Credence Analytics provides enterprise software solutions for treasury operations, investment management, and foreign exchange transactions. Its flagship products include CashTrea (integrated treasury management solution), iDEAL (investment and fund management platform), and MercuryFX (customer foreign exchange transaction workflow management). The company was recognized in the IBS Sales League Table 2018 as a global Investment & Fund Management software vendor.

The platform serves banking, wealth management, asset management, custody, trust banking, NBFC & corporates, insurance, and pension funds. Solutions focus on building leaner, faster, and secure treasury operations through omni-channel trading experiences across all asset classes, supporting scalable and cost-efficient investment management operations.

Key Features

+ Integrated treasury management with risk management capabilities
+ Multi-asset class portfolio and fund management
+ Foreign exchange transaction workflow management
+ Omni-channel trading experience across asset classes
+ Fund accounting and custody operations support
+ Managed services and implementation resources

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