Axxsys is a leading global management consultancy for the investment management sector delivering business value through technology implementations for the world’s largest investment organisations. Our team of highly skilled professionals are all recruited from the industry and have unrivalled knowledge of the business and the technology solutions used in the sector.
We are proud of our ‘trusteed implementor’ reputation gained from successful delivery of major change programmes for our clients over the last 20 years. These projects have ranged from full investment platform implementations, system migrations, upgrades to delivering strategic transformation programmes like transitioning to the cloud.
Our key service offerings are based on four pillars: Data, cloud and Reporting Services, Investment Management Technology, Investment Servicing Technology and Wealth Management. We have highly qualified teams with extensive knowledge and experience in these areas that are able to ensure that clients receive the full benefits from their technology investments.
Axxsys are part of the Alpha Group one of the world’s largest consultancy firms dedicated to the Asset and Wealth Management sectors.
Assette software automates the data enablement, content creation, approval and delivery of a firm’s sales and client content using their data platform of choice. Purpose-built for asset management, Assette software makes your investment data marketer friendly, improves productivity and helps your firm avoid costly and embarrassing data reporting errors.
Assette software is a single, cloud native application that combines deep technical capabilities across a range of content types. Our modular approach and flexible data interfacing options allow firms to build a content platform based on their needs and timeline. From first contact with a prospect to sharing perspective with long standing clients, firms can create, approve, and deliver sales materials, client reports, investment commentary, portal communications, DDQs and more in Assette.
Broadridge, a global Fintech leader with more than $5 billion in revenues, provides technology, communications, data and intelligence. Asset managers worldwide rely on our technology and expertise to help them accelerate product innovation, grow AUM and drive operational efficiencies. Our integrated, front-to-back investment management solutions allow our clients to expand into new markets, support additional asset classes, including private debt and CLO, and automate client billing without adding substantial technology and operations support. Asset managers rely on Broadridge’s proprietary and consortium-based data solutions to drive sales and distribution into new markets and channels, including institutional and retail. By partnering with Broadridge, our asset management clients can further focus on alpha generation while Broadridge provides the managed services, technology and operations team to perform mission-critical but non-differentiating activities, such as asset servicing, loan/private debt processing, and client billing. We are uniquely positioned to help buy-side firms get ahead of today’s challenges and capitalize on what’s next.
Appian is a software company that automates business processes. The Appian Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world’s most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit www.appian.com. [Nasdaq: APPN]
Clearwater Analytics (NYSE: CWAN), a global, industry-leading SaaS solution, automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data to drive efficient, scalable investing on more than $6.4 trillion in assets spanning traditional and alternative asset types.
EZOPS harnesses the power of Machine Learning and Intelligent Process Automation to manage all aspects of data control and validation, including reconstruction, reconciliation, research, remediation and reporting, at some of the world’s largest financial institutions. EZOPS blends decades of financial services experience with cutting edge technology to eliminate age-old inefficiencies across the full range of market participants, asset classes and business processes.
From plain assets to the most complex derivatives, the EZOPS platform delivers quantifiable business value within just a few weeks of going live. Driven by the goal of improving data quality and integrity, EZOPS helps organizations better control their data with AI-powered automation. With a low code interface, EZOPS liberates teams from repetitive tasks and manual processes so that they can focus on value-added work that enhances customer service and drives revenue growth.
Transform your fees, billing, invoicing with leading edge analytics
Envestnet Revenue Manager takes enterprise-class billing solutions to the next level—out of operations/IT and into the C-Suite—providing CFOs with previously unavailable performance insights. Some of the world’s largest financial institutions use our real-time analytics to increase predictive capabilities, improve cash flow, reduce costs, and enhance client service.
Revenue Manager integrates into your existing infrastructure across platforms, such as general ledgers or CRM packages. Contact us at RevenueManager@envestnet.com for more information.
IMP (Implementation Management Professionals) consults with investment management firms to optimize the technology that supports their front, middle and back offices. Our team of experienced consultants specialize in OMS, Compliance and Accounting Systems and leverage our patented CLEAR Framework™ to streamline mission-critical projects. Examples of recent engagements include:
• CRIMS SaaS Conversion Project: Using CLEAR Recon™ and CLEAR Framework™ to reconcile each step of the transition and improve the data for an asset management firm with $450b AUM.
• BlackRock Aladdin Compliance Project: Improving investment compliance accuracy and transparency using CLEAR Compliance™ for a global firm with $550b AUM
• Middle Office Outsourcing: Assisted a $30b AUM firm with migrating to a SaaS OMS and outsource their middle office.
• OMS Support: Providing on-ongoing OMS (CRIMS) support and custom applications for a firm with $400b AUM.
Gresham Technologies plc (Gresham) is a global leader in mission-critical software and automation solutions for financial services. Our award-winning Clareti platform helps firms operate efficiently, manage risk, stay compliant, and focus on their customers knowing that their data and digital processes are under control. Listed on the main market of the London Stock Exchange (GHT.L) and headquartered in the City of London, our industry-recognised Connect and Control Solutions, Data and Managed Services are proven at nearly three hundred organisations worldwide, including many of the world’s largest banks, investment managers and corporates.
Liqueo are specialists in business change and solution deployment across Asset and Wealth Management. Established to offer a fresh and exciting approach to Management Consulting within Asset and Wealth Management.
We provide organisations with the skills they need to implement programmes successfully through our flexible workforce model, tailoring solutions to meet our client’s strategic goals. Our team is experienced and well-known to the principal vendors. We are trusted by them to manage a well-run programme, in partnership with both the client and the vendor, and we deliver the long-term strategic platform whilst targeting the desired operating model changes. Working with Liqueo will help reduce programme costs and timeframes. By working together with our clients, our experienced team will understand the nuances of each organisation and ensure a successful implementation, whilst maintaining the integrity of the vendor deliverable.
Linedata Asset Management offers a robust, configurable platform of software, data and services that enable our wealth, institutional and
alternative clients to grow, operate efficiently, manage change and provide excellent service to their own clients and stakeholders.
We provide a flexible, modular approach to the challenges of the investment lifecycle: market leading portfolio management, trading, compliance, position keeping, risk, performance, NAV solutions and shadow accounting, robust reporting and electronic trading connectivity combined with an experienced outsourcing services capability, all of which is adaptable to your needs and operational models today and as you grow.
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions (such as our EDM platform), partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/marketintelligence
SimCorp offers industry-leading, front-to-back investment management solutions. Our platform and ecosystem, comprising partners, services and third-party connectivity, empower us to provide 40% of the world’s top 100 financial companies with the efficiency and flexibility needed to succeed.
With over 25 offices around the world and 2,200 employees, we are a truly global, collaborative team that connects every continent and industry seamlessly.
For more information, please visit www.simcorp.com
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics and open technology to over 7,000 global clients, including over 180,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P500, we are committed to sustainable growth and have repeatedly scored 100 on the Human Rights Campaign® Corporate Equality Index and been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner.
Learn more at www.factset.com and follow us on Twitter: www.twitter.com/factset.
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