Segment Offerings
Birlasoft's Testing, CRM, Analytics and ERP Services help Investment and Wealth Management firms run their day-to-day business with ease. Digital and IT Transformation services lead our new-age transformation services that help our capital markets' clients, across segments, in becoming future-ready.

Overview
Asset and Wealth Management industries are undergoing a significant change. This change has been instrumental in creating a demand for new investment products, increased transparency and regulatory requirements. It has compelled industries to adapt, improve on their front, middle and back-office operations and optimize. Birlasoft works with customers to help achieve these objectives.
Capabilites / Services
- Risk Profiling
- Asset Allocation
- Portfolio Construction
- Portfolio Rebalancing
- Reporting

Overview
Smarter and faster technologies are powering the next wave of digital technologies in the securities market. The evolving regulatory changes, in this new digital era, are impacting the securities market in an unforeseeable way. Birlasoft helps its clients in keeping pace with the transforming industry with its expertise in areas of servicing of investments, accounting, custody services / safekeeping, reporting and other post-trade related requirements.
Capabilites / Services
- Clearing & Settlement
- Asset Services
- Financial Risk Management
- Risk Reporting

Overview
The finance industry's robustness and safety is a function of its governance policies and compliance. To avoid any repeat of crisis and to make the markets near-collapse free, the onus is on the banks and institutions to comply with the regulatory requirements. To help clients navigate the complex area of governance, risk and compliance, Birlasoft offers services across risk management and regulatory compliance.
Capabilites / Services
- Enterprise Risk Management
- Regulatory Compliance

Overview
Tackle ESG risks and unlock opportunities with our cloud-native data foundation solution.
At Birlasoft, we set out to solve specific use cases supporting our clients across ESG products and services with transparency and accountability at the center of core capability enablers. Our reporting platform provides an agile approach towards ever-changing ESG frameworks complimented by the Data Hub architecture extending modular features tied to the ESG value chain.
Birlasoft featured as a Star Performer and a Major Contender in Everest Group Application and Digital Services in Capital Markets – Services PEAK Matrix™ Assessment 2020
Solutions
In-depth business understanding, high-quality delivery capability and strong partnerships empower our robust portfolios of capital markets solutions. Our packaged solutions enable faster adoption of technology leading to greater and quicker business impacts.
Firms across the industry are facing increased regulatory pressure and possibilities of regulatory actions. Organizations are required to collaborate to manage risk across business unit and perform risk analysis at multiple levels. Birlasoft can help and work with customers to built a risk portal solution.
Solution Overview
- Combination of Risk Data and Risk Management.
- UX centric analytics maps.
- Effective collaboration among risk business users to view holistic risk info and analyze risks across organization.
- Perform Risk analysis at multiple levels.
Pressure to curtail costs, distribute accurate risk information and have a single view of risk across the organization is leading organizations to look for a robust enterprise risk management solution. Birlasoft works with customers to define the roadmap and design for robust, scalable platform to collect, distribute risk information and have consolidated risk view as well as achieve effective consolidation and distribution of risk information internally and externally.
European market infrastructure regulation (EMIR) introduced the concept of the trade repository for both exchange-traded and OTC derivatives to reduce counterparty risk and operational risk. It mandates reporting obligation for exchange-traded and OTC derivatives. Birlasoft's Derivatives Trade Reporting Solution (DTRS) framework, powered by Volante Designer – an industry leading messaging engine, allows central counterparties, clearing member, interdealer brokers make reporting of necessary trade data to trade repository in the prescribed format and within the requisite time limit.
Services
Capital Markets runs on technology computing complex calculations in seconds. Our capital markets services & solutions help institutions across Wealth Management, Investment Backing, Risk Management and Compliance in running their processes smoother.
Discover the new-age transformation services that help you in becoming future-ready.
Our capital market industry experts and digital transformation gurus are ready to help you out.
Schedule a session with us today.