Enterprise Technology Built for Regulated Finance
A documented technology foundation connecting lending, wealth and custody workflows with the credit bureaus, core banking and market systems around them.
Built for connected financial operations
Every Ebix Fintech platform runs on configurable workflows and documented integration points, with browser-based access built for front, middle and back-office teams alike.
Validation, logging and exception handling are embedded at every integration point, connecting each platform to the systems and providers an institution already runs.
How it’s built
The building blocks behind every configurable workflow and connected application.
Modular Architecture
Shared components serve wealth, asset management, custody and lending without duplicated code.
Browser-Based Access
One consistent experience for customers, advisors and business users, no client install required.
Configurable Workflows
Validate data, map fields and schedule actions through configuration, not custom releases.
External Integration
Documented connectors and converters carry data between platform workflows and outside systems.
Validation & Exceptions
Validation and exception handling are part of the framework, not an afterthought.
A documented integration framework
The middleware layer that connects every platform to the systems around it.
Connectors
HTTPS, HTTP, socket, SOAP and file-based channels move data in and out.
Data Conversion
Convert JSON, XML, FIX, delimited, fixed-width and SWIFT formats between systems.
Processing Services
Validate data, apply cryptography, map fields and schedule activity through configuration.
Operational Logging
System, message, FIX and core-banking interactions are logged for full traceability.
Exception Handling
Connection, validation, processing, message and interface exceptions are documented, not silent.
Utility Services
Network, file, XML, URL and log utilities support every integration point consistently.
Built to plug into what exists
Pre-built connectivity to the systems, providers and market infrastructure institutions already run.
Core Banking & GL
Connect account, transaction and accounting flows to core banking and the general ledger.
SWIFT & Custody
SWIFT messaging and connectivity across local, global and third-party custodians.
Market Data
Bloomberg, Reuters and other market-data feeds support investment and risk workflows.
Brokers & Exchanges
Integrate with brokers, exchanges, clearing houses and depositories for trade processing.
Document Management
Connect to document-management systems wherever onboarding requires secure storage and retrieval.
Email & SMS
Email and SMS gateways carry alerts, notifications and workflow communications directly.
Deployment architecture for enterprise environments
Deployment and operational design can be configured around each institution’s implementation requirements.
Institutional Deployment
Deployment scales from a single business unit to an enterprise-wide, multi-branch rollout without re-architecture.
Hosted & Cloud Options
Available on-premises or hosted as SaaS on cloud, matched to each institution’s compliance policy.
Web & Mobile Channels
Client portal, tablet and mobile apps connect through the same workflows as the branch channel.
Data, Reporting & Recovery
Application and reporting data layers run alongside BARS self-service dashboards, advanced analytics and dedicated data-recovery components.
Security built in, not bolted on
Documented, independently tested controls against the risks regulated institutions get audited against.
Authentication & Session Controls
Documented controls address broken authentication and session-management risk at the platform level.
Data & Communication Protection
Controls cover insecure communication, cryptographic storage and information handling, including URL encryption.
Common Web Risks
Cross-site scripting, SQL injection, CSRF and URL-redirection risks are addressed by design.
Security Testing
Independent third-party security testing, with penetration-testing support during every implementation.
One layer, every operating system
Customer and advisor channels connect directly to the trade, accounting and reporting systems behind them.
Customer & Advisor Channels
Client portal, advisor workstation and customer-service journeys run on connected platform workflows.
Front-Office Processes
Onboarding, portfolio, order and relationship management connect directly to the systems business users need.
Middle-Office Controls
Compliance, risk and operational review draw on the same data and platform controls.
Back-Office Operations
Trade processing, settlement, reconciliation, corporate actions and fee reporting run in one layer.
Business Reporting
Operational and platform data feed directly into analytics, reporting and scheduled distribution.
Relevant across lending and investing
The same integration architecture runs underneath every platform in the Ebix Fintech ecosystem.
Build the right technology foundation
Discuss your integration, deployment and enterprise technology requirements with Ebix Fintech.