Expand your sales teams while mitigating operational and regulatory risks

Pluridio software solutions provide sell-side institutions with
enhanced operational oversight and transparency, powerful data aggregation, and a suite of analytics and tools that deliver actionable insights, and support seamless operational and regulatory compliance.

Who is it for?

At Pluridio we develop applications for Financial Markets professionals to enhance customer engagement and drive alpha. Our Solutions simplify sales and distribution workflow, increase automation and enable growth. 

End-to-end sales desk workflow

End-to-end sales desk workflow

Designed for markets professionals, Pluridio solutions transform organizations with digitalized sales that upholds operational best practices and regulatory. 

Expert-Driven UI Solutions for Sales Professionals

Expert-Driven UI Solutions for Sales Professionals

With over ten years of experience, we have developed, and managed systems that help regional and international financial institutions expand their sales footprint and establish the highest standards of regulatory compliance. We champion customer centricity best-practice workflow solutions and technology focused approach to UX.

Flexible SaaS solutions to support a rang of Financial Markets use cases

Flexible SaaS solutions to support a rang of Financial Markets use cases

Our in-house development teams champion an open API philosophy and excel at simplifying workflows and automating sales and compliance processes. Pluridio sales solutions integrate seamlessly with other internal systems requiring minimal IT involvement and next to no administration or management.

Our solutions

Pluridio Sales System

A specialized Front-Office CRM system that supports Financial Markets sales and real-time reporting at counterparty and portfolio levels, for increased efficiency and value creation through sales activities, while ensuring compliance with regulatory and corporate frameworks. 

Learn More

Pluridio Compliance System

A cross-organization back-end regulatory solution for managing  client classifications, onboarding, record keeping, and avoidance of conflict of interest under MiFID II, tailored to the bank’s specifications to fully comply with.

Learn More

Pluridio Omni-Channel

A pricing engine for the distribution of personalized Sell-side  services across all distribution channels and client-end digital trading platforms. Omni Channel enables direct orders and transaction execution across multiple asset classes.

Learn More

How can our solutions benefit you?

From day to day, we support you to:

In the short run, we help you to:

In the long run, we help you to:

Scale your infrastructure with Pluridio's solutions.

Customer Journey

We empower banks to transform their Financial Markets business and compliance in order to deliver optimized client interactions.

With a commitment to best practices and accumulated expertise, we meticulously evaluate your business objectives and customize the implementation pathway. Our role as agents of change and strategic partners is to drive the evolution of the Sales-side Markets model, leveraging our unique combination of domain expertise and technical proficiency. 

Pre-Sales

Architect

Build and Test

Parallel Wave Streams

Validate

Deploy

Logo Pluridio

We provide essential resilience and agility tools for Financial Markets Sales Team to stay ahead of the competition or challenge the status quo.

Security

Banks recognise Pluridio a trusted partner for safely expanding their sales operations. Security paramount in all our solutions.

We exclusively provide on-premises installations to ensure complete security and control of your data within the bank’s infrastructure.

Access to systems is controlled by user roles through Active Directory integration, with precise permissions and access permissions for business-specific functions and sensitive data. Complete audit trailing of user interventions is a standard feature of our systems.

Based on service-oriented and server-client decoupled architecture, the functionalities are exposed using secure and reusable services that can be accessed simultaneously by all user workstations.