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Taskize

Web-based collaboration platform for resolving post-trade queries between financial institutions and their counterparties

London, United KingdomFounded 2012taskize.comWebsite technologies

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Highlights

  • New on EvolcAdded 2026-10-28

About Taskize

Taskize provides a web-native SaaS collaboration platform for communication and workflow in financial services. Its features include Bubbles, secure micro-workspaces passed between counterparties, a Smart Directory that routes queries across clients, colleagues and counterparties, and a Bubble Blotter showing open issues. Connectors cover email, Microsoft Teams, Symphony, and integrations with Euroclear EasyWay, FINBOURNE LUSID, Meritsoft TTEM and Xceptor.

The platform is used by investment operations teams, including securities settlement, corporate actions and collateral management teams at custodians, sub-custodians, brokers, and buy-side and sell-side firms. The website states that 600 firms in 88 countries use it.

Taskize is a Euroclear company and is headquartered in London. It was founded in 2012 and is organised as a UK limited company.

Product: Web-native SaaS collaboration platform for post-trade queries, exceptions and workflows in investment operations.

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