Codebase Technologies

Investment Banking

Unlocking New Opportunities for Investment Banking

Our investment banking solutions & software is designed to give you an edge in the market by leveraging digital technologies, automation, advanced analytics and cost-optimization. Whether you’re looking to improve your portfolio management and insights through technology or you’re looking to quickly launch new WealthTech solutions, we can help you orchestrate your next game changing investment banking proposition.

“Partnering with Codebase Technologies enables us to evolve and adapt at an accelerated pace, driving seamless onboarding and empowering us to introduce innovative products and services to the market.”

Yasir Qadri
Chief Executive Officer

“Our goal with the investment management customer
onboarding solution was crystal clear. We wanted to
empower our customers with seamless access to
investment opportunities, regardless of their
location. We sought a partner whose commitment to
innovation matched our own. Fortunately, we had the
opportunity to work with Codebase Technologies,
leveraging their fintech and banking platform,
Digibanc”.

Naveed Nasim
Chief Executive Officer
Innovative Investment Banking Software

Open Banking Enabled

Increase your agility and speed to market by collaborating with third parties & fintechs using our API integration middle layer.

Intelligent Analytics

Gain improved portfolio & operational insights to accurately analyze present & future opportunities, more efficiently.

Speed to Market

Leverage our API partner integrations, automation, AI and pre-built business logic to increase your speed to market for investment banking and WealthTech innovation.

Flexible Deployment

Manage your cost-efficiencies with our flexible cloud, SaaS, or on-premises deployments to meet the strategic needs of your investment bank.

You Are in Good Company

Learn how we help leading investment banks define the future of banking.

Revolutionize Your Business
Optimize Revenue

Expertly manage & gain new portfolio insights through our user-centric dashboards, API integrations and investment automation workflows.

Shariah-Compliant

Offer your customers a catalog of shariah-compliant, end-to-end managed wealth management solutions for their every need.

Rapid Launch & Execution

Our suite of ready-to-launch, tailor made solutions helps you get to market faster than your competitors.

Enhanced Core Banking

Take your core banking to new heights by engaging our award-winning, digital-first core banking platform, perfect for investment banks of all sizes.

Personalized Experiences

Delight your customers at every interaction with our innovative & customer-centric solutions designed to enhance your client's and team's experiences.

Holistic Compliance & Risk

Gain a bird’s eye view of your organizational & investment risk profile & automate your compliance management for greater cost and time efficiencies.

Learn more about

RegTech

Find out more about our cutting-edge and award-winning RegTech solutions.

Open Banking

Find out how our innovative API integration platform can open a new world of opportunities.

SaaS

Read about our cost-effective and resource-lite SaaS deployment model.

Get started with us

Request a Demo

Partner with CBT

News & Insights

Talk to Sales

Get started with us

Request a Demo

Partner with CBT

News & Insights

Talk to Sales

Let’s create progress together

Codebase Technologies breaks down the barriers to digital transformation with its enterprise technology solutions. Get in touch with us and we’ll show you how we demystify digital financial services.

By clicking 'Submit' , I hereby agree to accept the following Privacy & Policy
and Term of Use and allow Codebase Technologies to store my data.

Let’s create progress together

Codebase Technologies breaks barriers to digital transformation with its enterprise technology solutions. Get in touch to discuss how we can demystify digital financial services together.

By clicking 'Submit' , I hereby agree to accept the following Privacy & Policy
and Term of Use and allow Codebase Technologies to store my data.

Let’s create progress together

Codebase Technologies breaks down the barriers to digital transformation with its enterprise technology solutions. Get in touch to discuss how we can help you demystify digital financial services.

By clicking 'Submit' , I hereby agree to accept the following Privacy & Policy
and Term of Use and allow Codebase Technologies to store my data.