We help to automate your workflows.
TradeFusion helps financial services businesses integrate platforms, automate workflows, and streamline data across trading, portfolio, and wealth systems.
25+
Years of experience
100s
Completed projects
How we help
Financial markets and wealth solutions
TradeFusion delivers tailored integration solutions across financial markets and wealth management. We help businesses connect platforms, automate workflows, and improve data movement across key operational and client-facing systems.
Financial Markets
- Iress: Phoenix, feedOS, WebAdmin (UE2), IOS Classic, IOS+, ETS, FTS, IPS; Web Services, FIX, OLEDB, Front-End COM, Desktop Web Services APIs
- Enfusion: Portfolio Management, OMS/EMS, Accounting; Data Imports
- Trading Technologies: TT platform; REST API
- FactSet: Financial Data and Analytics; APIs
Wealth Management
- Xplan: EPI Data Feeds; Iress Open API, Custom API
- AdviserLogic: EPI Data Feeds; REST API
- Praemium: Portfolio Administration, Reporting, Data Integration; REST API
What we can help you with
We deliver tailored software and integration solutions across financial markets and wealth management. Whether you need end-to-end development or support for your existing team, we can help you achieve the right outcome.
Excel/Office Macros & Add-Ins
Custom Excel and Office tools for operational workflows
Desktop Apps
Custom desktop solutions for Windows, Mac, and Linux
Workflow Scripting
Custom scripting to automate operational workflows
Server Apps
Custom backend solutions for on-premises and cloud deployments
Data Imports & Exports
Tailored data import and export solutions
Back-Office
Integrate front and back-office systems for data synchronisation and matching
Reporting
Operational, client, and regulatory reporting solutions
Web Sites
Web solutions for client portals, data access, and service delivery