Skip to content
An out-of-the-box solution rapidly deployed across your existing stack.

FinOps/Product Control, Tailored for Introducing Broker-Dealers

Simplify FinOps in Weeks with Transformative Efficiency and Audit-Ready Output一Compliant, Scalable, and Cost-Effective.

Book a Demo
Trader viewing stock charts on phone and computer screens

You need Reliable, Finance-Ready Output—Without the Headaches

For introducing Broker-Dealers, Finray transforms financial operations with a single platform that simplifies third-party reconciliation, meets regulatory requirements, and integrates seamlessly with your existing tech stack—all while being deployed in weeks at a fraction of the cost.

The Problem

Multiple systems and third-party data sources often fail to integrate smoothly, leading to inefficiencies in reconciliation, reporting, and operational control.

  • Diverse product universe
  • No true data normalization 
  • Inconsistencies in data handling procedures from third-party providers
  • Opaque source lineage 
  • Insufficient automation for reconciliation and reporting

Front Office Trading Systems (Various Vendors)

Oracle

Right Arrow-Light Blue

General Ledger

Broadridge Financial Solutions

Right Arrow-Light Blue

Back Office Operational Reports

Right Arrow

Confirms, Letters, etc.

Broadridge Advisor Compensation

Right Arrow-Light Blue

Accounts Opening Data

Right Arrow

Transaction Records Data

IFS

Right Arrow-Light Blue

Firm Operational Customer Accounts

FIS

Right Arrow-Light Blue

Firm Operational Customer Accounts

Sungard Protegent

Right Arrow-Light Blue

Surveillance Review

Right Arrow

Trade & Account Review

Charles Schwab

Right Arrow-Light Blue

Clearing for Clients Mutual Funds

Right Arrow

Broadridge (BPS)

What Success Looks Like

Proven Cost Advantage

Unmatched cost efficiency compared to in-house solutions. Get enterprise capabilities at a fraction of custom-development costs, freeing resources for strategic initiatives.

Easy-to-Use Tech

Intuitive, no-code platform that simplifies workflows and requires minimal IT involvement.

Seamless Third-Party Reconciliation

Automated, real-time reconciliation across clearing firms, custodians, and counterparties.

Rapid Deployment

Up and running in weeks with minimal disruption to existing operations.

Real-Time Data & Transparency

Instant visibility across all asset classes: trade, P&L, and reconciliation data for better decision-making.

Regulatory & Audit-Ready

Standardized reporting and built-in controls to meet compliance requirements effortlessly.

How It Works

Finray's prebuilt data architecture creates a unified pipeline that automatically normalizes, consolidates, and validates all source data. This streamlined approach eliminates control work and significantly boosts operational efficiency.

One Source of Data = Less Control Work = Unparalleled Efficiency and Accuracy

Finray Software Feature No Code Integration Data Management Thick Subledger
Benefit Automation & Standardization Collaboration & Workflow Transparency & Lineage
Related Reporting and Controllership Activity
  • Master Data Utility
  • Finance Static Utility
  • Control Framework Library of Steps & Controls
  • P&L Calculator
  • P&L Adjustments
  • Certification
  • Balance Sheet Reporting
  • P&L Reporting
  • Dashboards
No Code Integration
Benefit Automation & Standardization
Related Reporting and Controllership Activity
  • Master Data Utility
  • Finance Static Utility
  • Control Framework Library of Steps & Controls
Data Management
Related Reporting and Controllership Activity
  • Master Data Utility
  • Finance Static Utility
  • Control Framework Library of Steps & Controls
Related Reporting and Controllership Activity
  • Master Data Utility
  • Finance Static Utility
  • Control Framework Library of Steps & Controls
  • P&L Calculator
  • P&L Adjustments
  • Certification
  • Balance Sheet Reporting
  • P&L Reporting
  • Dashboards

One Platform. No code. At Speed.

Ready to transform your FinOps processes into a streamlined, efficient operation?