Meritsoft signs another new Tier 1 MiFID2 Research client

Merit are extremely pleased to announce the addition of another Top 5 global institution for our market leading MiFID2 research billing and invoicing solution, as already adopted by other Top brokerage houses.

With the pending arrival of MiFID2 regulations the requirement for Research related Invoicing and Billing solutions is accelerating.  The ability to maintain and track Client contracts, ratecards and issue/track associated budgets and invoices in order to meet these new regulations has become of paramount importance.  This global UK based house needed a proven solution from a proven market vendor who could provide technology that could be implemented and live by January the first.  They chose Merit.

As with all of Merit’s solutions our MiFID2 solution leverages our globally proven FINBOS platform delivering operational Intelligent Process Automation and handling a range of Regulatory, Tax and operational requirements across financial institutions global activities.  Our solutions are well proven in aiding houses regulatory requirements, providing real-time oversight and accrual processing, as well as automating complicated fee and tax calculations, and associated invoicing/billing activities.

For more details on what Meritsoft solutions can do in this area, please contact us at or call +44 20 3865 4641.