Milestone Group, a subsidiary of BNY Mellon, is an institutional fintech firm serving the global investment industry and is recognized as the architect of a new class of digital enterprise and industry level solutions based on its pControl investment platform.
pControlTM unifies multiple processes and functions around a single product record creating new possibilities and integrates seamlessly with existing technologies, servicing today’s increasingly complex inter-funded product structures.
Institutional asset owners, fund managers and fund administrators utilise pControl’s purpose-built solutions to support over $20 Trillion in assets for mission critical business functions and related data services spanning fund processing, fund accounting, asset allocation, oversight and Backup NAVs and NAV automation.
rClients trust Milestone Group to consistently deliver a unique mix of innovative and dynamic solutions backed by deep industry know-how. For Milestone Group and its people, this is a journey that continuously ‘raises the bar’ enabling clients to realise their investment and product strategies.
For more information, visit: www.milestonegroup.com
For financial organizations worldwide, eClerx Markets offers consulting, technological Innovation and process management expertise to solve numerous operational challenges. We help financial institutions improve productivity, flexibility, accuracy, and adaptability by seamlessly integrating our digital and robotic process automation capabilities with our skilled resources. Our experts deliver holistic solutions across the trade and client lifecycles, including trade support, settlements and clearing, KYC and client on boarding, legal documentation services, reference data, and advanced analytics.
Cassini offers buy-side firms the only pre-trade derivatives margin and collateral analytics service that provides them with total front-to-back margin and cost analysis across the entire lifecycle of a trade.
Users of derivatives can calculate any margin on any cleared or un cleared derivatives asset, analyse drivers and movement in margin exposure, reduce Initial Margin levels, and maximize margin efficiency with the firm’s industry-leading, advanced algorithms.
Top-tier hedge funds, asset managers, and global banks rely on Cassini for powerful, flexible, automated tools to manage their portfolios of over-the-counter and exchange-traded derivatives products. Cassini was named Best UMR Service of the Year in the Risk Markets Technology Awards 2022 and the Derivatives Technology Provider of the Year by the 2022 GlobalCapital Derivatives Awards.
Arcesium delivers an advanced data, operations, and analytics platform used by some of the world’s most sophisticated financial institutions, including hedge funds, banks, institutional asset managers, and private equity firms. We designed our elegant Saas platform with industry-specific capabilities to harmonize massive amounts of disparate data and deliver unparalleled speed, accuracy, and decision-making capabilities. Our exceptionally consultative and collaborative approach coupled with deep domain expertise helps our clients achieve transformational business outcomes.
Arcesium launched with the mission to power the entire investment lifecycle. Building on a platform developed and tested by the D. E. Shaw Group, we received additional equity backing from a second seed client, Blackstone Alternative Asset Management. J.P. Morgan, an early adopter of our technologies, later made a strategic investment in the company. Today, Arcesium services over $675 billion in global client AUM with a staff of over 1,800 software engineering, accounting, operations, and treasury professionals.
About Axioma, Analytics by Qontigo
Qontigo’s Axioma analytics suite provides portfolio construction, enterprise risk management, and regulatory reporting solutions to asset managers, asset owners, hedge funds, wealth managers and banks. Axioma analytics include solutions for optimization, risk analysis and performance attribution, enabling clients to achieve competitive advantage in a rapidly changing marketplace.
By offering Axioma analytics alongside its own index product suite, Qontigo delivers sophisticated, targeted solutions at scale to meet the highly unique goals of investors worldwide. Qontigo’s solutions are built on a collaborative, customer-centric culture, open architecture and forward-looking technology, ensuring efficient integration with client processes.
Part of Deutsche Börse Group, Qontigo was created in 2019 through the combination of Axioma, DAX and STOXX.
Strata was founded on the promise of transforming the investment industry through innovation, agility and impact.
Our motivated, capable and agile team, of experienced industry practitioners align with the outcomes and values of our asset manager and asset owner clients in order to achieve transformational change.
We leverage the collective experience and knowledge of our team to consider a client’s ecosystem end to end, designing and delivering the most effective programme of enterprise transformation, and ensuring business adoption.
Valuing long term relationships, we provide hands on expertise across Investment management solution implementation, risk and regulation, front office and trading, Middle office and outsourcing, Accounting and client reporting, compliance and tech infrastructure.
“Strata have integrated seamlessly into many areas of Newton’s Aladdin implementation project, providing deep subject matter expertise on the system and valuable experience of the challenges and pitfalls learned through their prior implementations.” John Snow – CTO Newton AM
Please visit us firstname.lastname@example.org
Limina was founded by investment management professionals to assist investment firms in adapting to and thriving in a constantly changing environment. Our cloud-native Investment Management Solution empowers asset managers to revolutionise data management and streamline order and portfolio management workflows.
We believe that the key to helping investment managers take control of their technology and operating models is a modern open platform that provides holistic workflows and flexibility, rather than closed, rigid, and fragmented solutions.
Headquartered in Stockholm, Sweden, our culture is deeply influenced by our heritage, which emphasises the values of openness, collaboration, and humility. As former clients ourselves, we recognise the importance of having a trusted partner who understands your needs, and that is precisely what we aspire to be for each of our clients.
Our platform is designed by investment managers for investment managers.
Limina – www.limina.com
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 appian.com
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.
Founded in 1997, PureFacts Financial Solutions is an award-winning provider of revenue management solutions for the asset and wealth management industry. Serving over 120 clients with a combined over 10 trillion in assets under management, PureFacts’ wealth-tech solutions help some of the largest and most recognizable wealth management firms and financial institutions grow revenue through better management of fees, strategic compensation management, and actionable, data driven insights. Its solutions help firms become more profitable by enabling them to attract and retain clients, deliver high quality advice, improve productivity, and prevent costly mistakes. With offices in Canada, the USA, and Europe, PureFacts has been recognized for its innovation and excellence, most recently appearing on the 2023 WealthTech100 list.
Learn more about PureFacts at www.purefacts.com
Kurtosys is a secure, cloud-based platform designed to make investment managers’ lives pain-free. Their easy-to-use tools seamlessly integrate data and content to put investment data & insight at their clients’ fingertips. Capabilities include accurate automated reporting, engaging website experiences and secure client portals. Trusted by the world’s largest and leading investment brands, Kurtosys has a team of over 180 collaborating globally every day to help investment managers succeed and scale.
Find out more at www.kurtosys.com
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
At Accomplish, we manage the asset management Behavioral Benchmark. We do this because investment firms can counteract the gaps and inaccuracies in client feedback by tracking their effect on client behavior.
Our buyers are typically Heads of Client Insights, Distribution COOs, or Heads of CX, and the benchmark lets them measure, compare, and predict strategic and dollarizable client behaviors (like buying, staying, and buying more), as well as the tactical behavioral indicators in between. We cover institutional and intermediary markets across the Americas, EMEA, and Apac.
Asset managers use our data and insights to embed client behaviors into their targets, connect their end-to-end client journeys, and respond quickly to changes in client behavior.
Unique business intelligence: clients, markets, and competitors. 100% quant. Designed for asset managers by asset managers.
Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back-office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. We serve clients globally with more than 1,200 employees in 11 regional offices. To learn more visit www.crd.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.
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.
In asset management, capital markets, retail and commercial banking, hedge funds and insurance, InterSystems is helping the world’s most successful financial institutions meet their toughest challenges.
These organisations depend on InterSystems IRIS® data platform to help them gain real-time, on-demand visibility and utility from their existing legacy enterprise data and applications.
With InterSystems IRIS, we enable firms to deepen their institutional relationships and grow revenue by providing access to a complete 360-degree view of all customer activity and information, from both inside and outside the organisation. Armed with these insights, firms can proactively anticipate clients’ needs, quickly respond to emerging opportunities and issues, and provide a differentiated, high-value, hyper personalised experience.
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.
Temenos offers cloud-first, AI-driven solutions enabling fund administrators, asset managers and insurance providers to transform their operations to enter new markets, launch new services and win new business.
Our uniquely Explainable AI (XAI) enabled solution, Multifonds, offers a single, global platform to consolidate fragmented, legacy systems, increase control and oversight, and reduced operational risk. Supporting over $10 trillion in assets and more than 30,000 funds globally, we partner with 9 of the top 15 global fund administrators, as well as many other institutions including: Alternative Administrators, Insurance Providers and Asset Managers – both traditional and alternative.
The Multifonds platform delivers the functionality, scalability and flexibility to address the demands of investors and the asset management industry today and tomorrow.
For more information please visit www.temenos.com/products/fund-administration/
SIX is a global financial services provider supporting the entire value chain. SIX operates the Swiss, Spanish and Digital Stock Exchanges, providing post trade services in domestic and global markets. Financial Information provides global data services and solutions. The Group also orchestrates Banking Services on behalf of the Swiss National Bank. The company is owned by its users (120 banks). With a workforce of 3,685 employees and a presence in 20 countries, it generated operating income of CHF 1.5 billion and Group net profit of CHF 73.5 million in 2021.
Seismic is the global leader in enablement, helping organizations engage customers, enable teams, and ignite revenue growth. The Seismic Enablement CloudTM is the most powerful, unified enablement platform that equips customer-facing teams with the right skills, content, tools, and insights to grow and win. From the world’s largest enterprises to startups and small businesses, more than 2,000 organizations around the globe trust Seismic for their enablement needs. Seismic is headquartered in San Diego with offices across North America, Europe, and Australia.
To learn more, visit www.seismic.com and follow us on LinkedIn, Twitter and Instagram.
FINBOURNE Technology was founded in December 2016 with a mission to reduce the cost of investing and increase transparency and trust in capital markets. In six years, we have grown from seven founders to over 190 employees, with operations in North America and Asia-Pacific. Leveraging SaaS technology and a secure cloud infrastructure, our solutions LUSID®, LUSID PMS™ and Luminesce® are designed to liberate, simplify and connect data, for emerging hedge funds, through to established global investment, banking and capital markets institutions.
Delivering an interoperable Modern Financial Data Stack, we offer cutting-edge infrastructure that sits at the heart of global capital markets, reducing operational complexity and total cost of ownership. FINBOURNE is trusted by some of the world’s leading financial services firms, including Fidelity International, London Stock Exchange Group, Baillie Gifford and Railpen.
To learn more: www.finbourne.com
At Orbit, we harness artificial intelligence to empower bespoke investment research at scale.
Our platform collects, processes and transforms unstructured data sets across more than 71,000 companies, 200,000 fund share classes and 20,000 news sources, allowing our clients to streamline investment research and ESG scorecards, according to their specific investment criteria.
Orbit have taken a fresh and revolutionary approach to streamline a traditionally cumbersome and manual investment research process. Our SaaS platform automates the collection of exchange filings, website documents a number of additional relevant sources, with our Natural Languages Processing (NLP) and machine learning (ML) models extracting key data points, evidence and confidence levels to match our clients exact research requirements and workflows.
To learn more please view our website: www.orbitfin.ai
RWS is the world’s leading provider of language solutions to the Asset Management industry.
Our tech-enabled services enable fund managers to connect with their global audiences, accelerating the way they create, translate and deliver content.
Our secure translation solutions reduce risk in the content process, giving our clients confidence in the quality and accuracy of their most sensitive regulated materials, wherever they are delivered.
Our ability to bring control to content across the enterprise helps our clients to demonstrate compliance with regulators while building trust with their audiences.
Our proven language capabilities support our clients as they seek to improve speed-to-market, drive competitive advantage and optimise the customer experience.
Find out more at www.rws.com/industries/financial-services/asset-management/
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
Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back office. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving needs of asset managers, asset owners and asset servicers to provide best-of-breed solutions that deliver maximum scalability, speed and flexibility, while reducing risk and increasing efficiency.
Headquartered in Pittsburgh, PA, with 900+ employees in 15 offices spanning across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1000 clients in more than 40 countries.
For more information, visit www.confluence.com
For more than 35 years, SS&C has developed the technology and services to power our clients’ success. SS&C’s trusted and proven technology delivers an unparalleled level of scalable capabilities for the most complex portfolios, the most sophisticated strategies, and the highest volumes of transactions. With industry-specific solutions for asset management and wealth management, SS&C is leading the way toward the future.
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.
Jacobi’s cloud-based technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.
The Jacobi platform supports the many workflow priorities of the multi-asset investor. Bringing together the front-office to end-client workflows, Jacobi allows firms to efficiently manage portfolios against objectives.
Jacobi’s next-gen infrastructure promotes open architecture and API connectivity. Firms can integrate proprietary investment models, code and data structures so to best represent their distinctive portfolio construction and analytics process.
Jacobi is built for engagement, allowing firms to showcase their investment processes using interactive, white-labelled dashboards, apps and reports. Crisp visualisation features are combined with a powerful quantitative engine that allows for complex modelling to happen dynamically.
Jacobi provides its technology to top-tier investors across the globe, including wealth managers & RIAs, asset owners, asset managers and investment consultants. Jacobi is headquartered in San Francisco with offices in London and Brisbane.
MDX Technology is an established tech company underpinned by deep domain expertise and experience. Our low-code, SaaS workflow and data connectivity platform is specifically designed for the global financial services industry. Our mission is to enable our clients to execute and exploit lucrative opportunities faster than their competitors. Users include international banks, brokers, exchanges, asset managers, hedge funds, and trading venues. Headquartered in London we serve Europe, North America and Asia.
PriceHubble is a Swiss B2B proptech company that builds innovative digital solutions for the real estate industry based on property valuations and market insights. Leveraging big data, cutting-edge analytics and great visualisation, our products suite brings a new level of transparency in the market, enabling their customers to make real estate and investment decisions based on the most accurate data-driven insights (such as valuations, market analyses, value forecasts or building simulations) and enhance the dialogue with end consumers. PriceHubble’s digital solutions are designed to help all players across the entire real estate value chain (banks, asset managers, developers, property managers and real estate agents). PriceHubble is already active in 10 countries (Switzerland, France, Germany, Austria, Japan, Netherlands, Belgium, Czech Republic, Slovakia and the United Kingdom) and employs more than 200 people worldwide.
NeoXam is a leading financial software company, delivering solutions and services for 150+ customers in 25 countries worldwide. NeoXam is committed to its clients’ success: we deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. Through its combined talents and transparent approach, NeoXam helps Buy and Sell-Side players address the continuous changes in the financial market industry, to grow and better serve their clients. NeoXam has staff of more than 500, is headquartered in Paris and has 14 offices across the globe.
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.
MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
To learn more please visit: www.msci.com
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.
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.
Fundipedia is a leader in providing innovative product mastering technology that empowers asset managers to collect, manage, distribute, and reconcile any type of static and dynamic data.
Built on cloud-native, no-code technology and enriched with AI capabilities, our platform provides end-to-end control and insights that fuel smart business decisions while confidently meeting regulatory requirements.
Connected to over 50 fund administrators and supported by more than 70 data vendors and platforms, Fundipedia is a swift value-addition to your operations with deployment possible in less than 12 weeks.
Since 2008 and headquartered in London and New York, our diverse team comprises technology experts, asset management industry veterans, and innovative builders, all united by the common goal of creating technology solutions and providing consulting services that help clients optimize their product data.
Visit our website to learn more about how we can make managing the complexities of data a thing of the past.
FundApps makes compliance simple. With a vast rule library and a dedicated in-house legal and regulatory team, FundApps enables compliance teams to respond more efficiently to regulatory change, increase certainty and
reduce complexity in the compliance process.
Global leader in investment fund data and technology
CONNECTING DATA WITH PURPOSE: At FE fundinfo, we believe in making the fund ecosystem Better Connected and Better Informed. We give our clients and partners the confidence to make the best possible choices, by accessing accurate and timely information anywhere, at any time.
JOINING THE DOTS OF THE FUND INDUSTRY VALUE CHAIN: We are trusted for our data, technology and regulatory solutions, research and analysis, network and expert insights. We provide transparency and enable efficiency to unlock business potential for fund managers, fund distributors and service providers/partners.
POWERING THE INVESTMENT INDUSTRY: Every day, millions of people rely on us to make investment decisions through our award-winning products and solutions backed by accurate, trusted data and serviced by 1000+ experts across the globe.
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