Leadership

• Marius Ionescu — Chief Executive Officer & Co-Founder.
• Cristian Ioniță — Managing Partner, Chief Technology Officer & Co-Founder.
• Sorana Balea — Group Chief Financial Officer & Board Member.

Short Introduction

Pluridio is a Romanian financial-technology company that builds sales, trading and workflow-automation software for sell-side banks and financial institutions. Its platform brings together client, transaction, pricing, margin and communication data to give Financial Markets teams a 360-degree view of customers and support faster, data-driven sales and trading decisions.

About the Company

PLURIDIO S.R.L. was registered in Bucharest in 2013, while the Pluridio business was founded in 2014 by banking and technology professionals with experience in treasury and capital markets. The company develops software designed around the operational realities of bank Treasury and Financial Markets teams.

Pluridio’s current positioning focuses on sell-side workflow automation. Using an API-first architecture, the platform aggregates data that is often fragmented across core banking, core treasury, CRM, pricing, communications and other internal or external systems. AI, machine-learning and natural-language-processing capabilities can then be used to generate sales intelligence and actionable insights from structured and unstructured information.

The product suite combines sales-desk workflow, price distribution, compliance and reporting. Pluridio has also expanded internationally through Pluridio UK Ltd., established in London in 2025 to support commercial growth across Europe, Africa and the Middle East. Public case studies include deployments of Treasury Sales, MiFID II compliance and FX live-pricing solutions in Romanian banks.

Products & Services

• Pluridio One Platform — a unified workflow environment connecting sales, price distribution, compliance and reporting across sell-side Financial Markets operations.
• Treasury Sales System (TSS) — a front-office CRM and sales-desk solution that centralises client information, transaction history, profitability, limits, communication history and business reporting.
• Sales Analytics — cross-asset sales-desk analytics that combine client activity and transaction data to support opportunity identification, wallet-share growth and client retention.
• Price Distribution — scalable product and pricing distribution through white-label and multichannel front ends for financial-institution customers.
• FX Live Pricing Engine — automated delivery of tailored foreign-exchange pricing into digital banking channels and treasury workflows.
• Compliance & MiFID II Workflow — workflow and record-keeping capabilities supporting client classification, auditability and compliance processes for Financial Markets activities.
• Real-Time Data Aggregation — aggregation and automation tools that connect fragmented internal and external data sources and reduce manual operational risk.
• AI & Machine-Learning Insights — AI-driven analysis of transactions, live pricing, margins, axes and other data to identify potential sales and trading opportunities.
• NLP & Communication Intelligence — use of natural-language-processing technology to extract relevant information from chat, email and phone-related data for a more complete client view.
• API Connect — API-first connectivity designed to integrate Pluridio with banks’ existing core, treasury, CRM, pricing and reporting environments.
• Management Information & Reporting — centralised dashboards, real-time reporting and management-information capabilities across sales and trading workflows.

Licences & Regulatory Status

Pluridio’s regulatory and compliance position includes the following:

• Technology-provider status: PLURIDIO S.R.L. is a financial-software and technology provider. Public materials reviewed do not establish that the company is itself a bank, payment institution, investment firm or other prudentially regulated financial institution.
• MiFID II support: Pluridio provides software modules and workflow functionality designed to support regulated financial institutions with MiFID II-related processes, including client classification and record keeping. This is product functionality and does not constitute a regulatory authorisation held by Pluridio.
• Compliance automation: The platform is designed to improve transaction-flow accountability, reporting and operational controls for banks and Financial Markets teams.
• Financial-institution deployments: Public materials and bank disclosures describe deployments of Pluridio Treasury Sales System, pricing and compliance solutions in regulated banks, including implementations supporting online FX pricing and treasury-process automation.
• Data and operational architecture: Pluridio positions its technology as an API-first data-aggregation and workflow layer that integrates with banks’ existing systems rather than replacing the regulated institution or its core financial-services authorisations.

Company identifiers: CUI 32516876; Trade Register J40/14584/2013 (current ONRC-format identifier also displayed as J2013014584406); EUID ROONRC.J2013014584406; LEI 984500F8J9C7ABDFAE50; registered office: Șos. Orhideelor nr. 15A, et. 9, Sector 6, Bucharest, Romania.