Abacus Group is a global IT and cybersecurity managed service provider offering a one-stop shop for financial services firms to manage all of their IT and security needs. Clients benefit from our best-in-breed technology and specialized cybersecurity services delivered through a single integrated platform backed by our expertise serving the financial sector. Abacus Group is a partner that proactively helps firms adapt to the ever-changing threat and regulatory landscape with a unique understanding of the challenges facing the financial services industry. For more information, visit www.abacusgroupllc.com
Trusted by 750+ of the world’s leading financial institutions and corporations, with 15,000+ individual subscribers, aosphere provide a range of best-in-class online legal analysis products designed to make global compliance simple and cost effective. Our products span a range of key compliance topics, including:
All are available for an annual fee, with no hidden extras.
Find out more at aosphere.com
At Accomplish, we manage the Client Behavior Benchmark.
With it, you can:
– See your out- and under-performance at stimulating institutional client behavior compared to your regional colleagues and competitors.
– Run your sales funnel and end-to-end client journey holistically – marketing, sales, and service.
– Manage your effect on whether clients buy, stay, and buy more.
Headquartered in the UK and quoted on the Alternative Investment Market of the London Stock Exchange, Alpha Financial Markets Consulting is a leading global consultancy to the financial services industry and has worked with 80 of the top 100 asset and wealth managers globally.
Alpha combines highly specialist, sector-focussed management consulting and technology expertise to support the client transformation lifecycle. It has over 1,000 consultants globally, operating from 17 client-facing offices spanning the UK, North America, Europe and APAC.
Amundi Technology empowers the financial sector by delivering cutting-edge technology and services. We designed the ALTO platforms that span a wide spectrum of investment strategies and asset classes.
Since the creation of Amundi and thanks to a successful development track record based on successive acquisitions and integrations, Amundi implemented a unique technology strategy to develop internally, investment and distribution platforms, and offer them to the investment industry. These platforms are called ALTO and cover all major investment strategies, asset classes, and the entire front-to-back value chain driven by strong continuous investment
In 2021, Amundi Technology has been created to accelerate the design, development, promotion and commercialization of these platforms. Amundi Technology is based on an outstanding and agile organization with talents and worldwide capabilities thanks to 900 IT experts close to business teams and clients.
Our Mission is about applying our internal insights to drive innovation for the financial sector.
Appian is a software company that automates business processes. The Appian AI Process 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. [Nasdaq: APPN]
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.
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.
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
Cognito is a global communications agency helping finance companies manage reputation, raise their external profile, handle threats and build brand value.
Our 100+ active clients include some of the world’s largest asset managers, asset servicing, investment consultants, and financial technology firms, alongside challengers disrupting the status quo.
Our team of 85+ consultants around the world bring together 20 languages from 15 countries. With big agency and in-house expertise, they work across corporate communications, PR, digital marketing and social.
You can find us on the ground in key financial markets – London, Amsterdam, Düsseldorf, New York, Singapore, Hong Kong and Sydney.
For more information, visit www.cognitomedia.com
We are the global consulting division of Davies, accelerating business, technology, and people performance across financial services, including Asset and Wealth Management, Banking, Insurance, and other highly regulated industries.
We advise and partner with firms to provide bespoke advisory, delivery, managed services, and interim resourcing. We help build and implement strategies that uniquely differentiate our clients and support them in solving critical business challenges.
We are expert-led specialists offering multi-disciplinary, multi-capability expertise within:
Operational excellence
Outsourcing and technology solutions
Technology transformation and digitisation
Data and analytics
Business strategy
Customer experience
Digital learning
People and organisational performance
Regulatory compliance
Risk
Controls and assurance
Our global footprint and deep industry expertise uniquely positions us to support firms by de-risking complex business and technology change, accelerating delivery and optimising outcomes.
Droit builds mission-critical, breakthrough products to advance global regulatory compliance and real-time controls.
Droit Adept is the innovative, patented platform that drives intelligent decision-making in a complex rule-driven landscape. The Adept platform provides an implementation of regulatory rules reflecting industry consensus. Institutions rely on Adept to provide solutions for pre-trade and post-trade controls, evaluating the permissibility of transactions, compliant regulatory reporting, and more. Adept generates decisions directly from digitized rules, regulations, and internal policies, visually represented in intuitive logic diagrams and linked back to the original sourced text. This complete traceability empowers users to act right with confidence.
With locations in New York, London, Sydney, and Singapore, Droit continues to broaden its industry reach and offer clients breakthrough products enabling them to take the next right action. Learn more at droit.tech.
Transform your fees, billing, invoicing with cutting-edge analytics.
Envestnet Revenue Manager elevates enterprise-class billing solutions to the next level—moving them from operations/IT into the C-Suite—providing CFOs with previously unavailable performance insights. Some of the world’s largest financial institutions utilise our real-time analytics to enhance predictive capabilities, improve cash flow, reduce costs, and improve client service.
• Industry-leading AI is tailored based on your firm’s processes, enabling you to streamline revenue collection, rapidly identify invoice discrepancies, and more.
• Powerful CFO dashboards offer interactive visibility into each customer relationship—you’ll gain insights into profitability, enhanced revenue forecasting, and other intelligence.
• Cloud infrastructure provides global coverage/unparalleled security, offering quick response options in changing conditions, the ability to transfer data from one country to another, or to rapidly scale infrastructure requirements. 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.
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 1200+ experts across the globe.
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.
FINBOURNE combines extensive technical expertise in financial services data management with a best-in-class, open, cloud–based investment management and servicing product ecosystem. By deploying our solutions, our clients can better aggregate, manage and utilise data across their organizations. With operations across North America, Europe, Asia and Australia, FINBOURNE’s data management solutions help financial services firms improve their investment management and servicing capabilities. Clients can increase returns, reduce costs and manage risk by maximizing the value of their internal and external data.
Founded in 2008, Financial Recovery Technologies (FRT) is a leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities class action settlements. Offering the most comprehensive range of claim filing and monitoring services available, we provide best-in-class eligibility analysis, disbursement auditing and client reporting, and deliver the highest level of accuracy, accountability and transparency available. Financial Recovery Technologies is a Cross Country Group company (http://www.ccgroup.com). For more information, go to www.frtservices.com.
Fundamental Software’s cloud-based, front-to-back SaaS solution, the Fundamental Portfolio Manager (FPM), empowers informed decision-making, strengthens controls and enhances efficiency across investment management operations. FPM’s modern technology caters to the diverse needs of Fund Managers, Pension Funds, Wealth Managers, Multi-Managers and Fund Administrators.
The cornerstone of the Fundamental Software value proposition is the all-in-one Investment Management SaaS platform, delivering a versatile solution for both large and small investment managers as well as fund services providers. Administrators gain a cutting-edge back office with automation, unitised pricing, and can offer clients a seamless front, and middle -office experience. Outsourced managers benefit from robust oversight plus front and middle office tools.
The Fundamental Software team combines extensive industry knowledge with unwavering commitment to client satisfaction. Our proven solutions and personalised services position us as the trusted partner for enhancing and streamlining our clients’ investment management processes to deliver insight, efficiency, control and cost savings.
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.
FundGuard is transforming legacy operating models with a front to back, AI-powered, cloud native and multi-asset class investment accounting platform for asset managers, asset owners, custodian banks and fund administrators.
FundGuard is backed by strategic partners including Citi and State Street, and investment firms Blumberg Capital, Key1 Capital, LionBird Ventures, and Team8 among others.Visit www.fundguard.com to learn more about our all-in-one, multi-book solution for CNAV, ABOR and IBOR.
FundSense provides solutions to increase efficiency, data quality, governance and collaboration across your organisation.
Our mission is to provide the investment industry with flexible, scalable solutions that eliminate manual tasks and increase data accuracy across all departments, enabling clients to focus on core capabilities.
The FundSense Intelligent Automation Platform combines powerful Workflow Automation, Robotic Process Automation and Artificial Intelligence to create highly efficient solutions that are customised to meet exact client requirements – whether to solve specific problems or deployed company-wide.
Use-cases include data management, client and regulatory reporting, fund and share class launch management and document creation.
The platform easily integrates with third-party or in-house systems for optimal efficiency including CRM, vendor platforms, HR software and product masters.
With clients, partners and offices across three continents, support is available for anything from local business hours to global 24/7.
Established in 1978, InterSystems is the leading provider of next-generation solutions for enterprise digital transformations in the healthcare, finance, manufacturing, and supply chain sectors. Its cloud-first data platforms solve interoperability, speed, and scalability problems for large organisations around the globe. InterSystems is committed to excellence through its award-winning, 24×7 support for customers and partners in more than 80 countries. Privately held and headquartered in Cambridge, Massachusetts, InterSystems has 38 offices in 28 countries worldwide.
InterSystems TotalView™ For Asset Management empowers firms to bid farewell to data silos and welcome unified, trusted data with a fully managed cloud-native solution. Our next-generation smart data fabric approach overcomes traditional integration challenges, enabling end-to-end data integration, harmonisation, and analytics.
Itransition is a global digital solutions and IT services provider with offices across Americas and Europe. Founded in 1998, we’ve completed 1600+ projects and grown to 3000+ employees. We specialize in developing, customizing, and integrating software for the financial sector and cover the entire product development lifecycle.
We offer:
Itransition lets you focus on your business, not IT challenges.
Jacobi streamlines multi-asset investment processes with a unique, customizable cloud-based platform for portfolio design, analysis, and engagement.
Jacobi’s next-generation private cloud infrastructure promotes open architecture and API connectivity. Investment firms can integrate their proprietary investment models, code and data structures that support their unique portfolio construction and engagement processes. Firms can build and analyze portfolios knowing that the output is configured to their unique data structures and processes. Jacobi is built for engagement, allowing firms to showcase their investment processes using interactive, white-labelled dashboards, apps and reports.
Founded in 2014, Jacobi provides its technology to top-tier investors across the globe, including wealth managers, asset owners, asset managers and investment consultants. Some of Jacobi’s clients include LGIM, T.Rowe Price, Principal, USS and MFS. Jacobi has offices in London, San Francisco and Brisbane.
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
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.
The MAIA platform is an award-winning Front-to-Back Investment Management solution covering real-time Portfolio Management, Order and Execution Management, IBoR, Data & Analytics, Compliance, Risk, and Post-Trade processing. Firms rely on MAIA as the cornerstone to their cross-asset investment operations. We have deep experience supporting the needs of managers running simple fund structures through to firms with high degrees of complexity. MAIA delivers:
Morningstar is a leading provider of research, data, and ratings with a rich history of empowering investor success. For more than 30 years, the firm has been at the forefront of developing innovative solutions to support global investors in the research, development, and implementation of complex investment decisions. Our range of ESG and climate data, insights and index solutions enable investors to holistically measure, manage, and benchmark a wide variety of risks and opportunities. Learn more about how our market-leading offerings can help to meet your investment objectives. Visit Data and Insights for Asset Managers | Morningstar
For more than 35 years, Murex has provided enterprise-wide, cross-asset financial technology solutions to capital markets players. Its cross-function platform, MX.3, supports trading, treasury, risk and post-trade operations, enabling clients to better meet regulatory requirements, manage enterprise-wide risk, and control IT costs. With more than 60,000 daily users in more than 65 countries, Murex has clients across the financial services industry, from banking and asset management to energy and commodities. Murex is an independent company with over 2,700 employees across 19 locations. Murex is committed to providing cutting-edge technology, superior customer service and unique product innovation. MX.3 is specifically designed and engineered to meet the multifaceted challenges of a transforming financial industry. To find out more, visit www.murex.com.
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.
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.
ON24 is on a mission to help businesses bring their go-to-market strategy into the AI era and drive cost-effective revenue growth. Through its leading intelligent engagement platform, ON24 enables customers to combine best-in-class experiences with personalization and content, to capture and act on connected insights at scale.
ON24 provides industry-leading companies, including 3 of the 5 largest global technology companies, 3 of the 5 top global asset management firms, 3 of the 5 largest global healthcare companies and 3 of the 5 largest global industrial companies, with a valuable source of first-party data to drive sales and marketing innovation, improve efficiency and increase business results.
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
Portfolio BI (PBI) is the leading provider of technology and managed services to the asset management community. Trusted by over 200 top tier hedge funds, asset managers, family offices, fund of funds and institutional investors with technology and service requirements for over 20 years.
PBI offers clients end to end solutions and service to improve operational control and governance, establishing best in class managed services and providing automated connectivity to the market. Customers utilising PBI reduce risk, increase profitability and lower total cost of ownership.
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/
Transform your client experience with Seismic.
Enable wholesalers and relationship managers to engage advisors and asset owners with differentiated and personalised digital communications.
Content automation: Create pitch books, fact sheets, client reviews and RFPs in hours instead of weeks by automating key product and company data points.
Compliance: Mitigate risk and ensure compliance by governing content in Seismic. Queue up approved messages for social engagement.
Enablement: Serve up content to advisors and relationship managers from a single platform. Find relevant, high-performing content with robust search.
Foundational readiness: Align teams with a library of content and cohesive messaging that can be shared internally and externally.
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
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
Strata is a delivery focused consultancy specialising in Aladdin, eFront and Data & Analytics.
We are industry practitioners that bring end to end strategic advisory and hands on delivery capabilities to our clients, spanning Wealth and Asset Managers, Asset Owners and Asset Servicers.
Our team draws expertise from involvement in the majority of all major Aladdin implementations across EMEA in the last 10 years.
Come and meet the team at TSAM to discover how we can help you:
Design and deliver your Aladdin implementation in the most optimal way
Gain peace of mind that you are optimising your investment in Aladdin & eFront via our Health Check
Create a competitive advantage through your use of data and analytics.
To arrange a 1-1 consultation on the day please contact greg.welch@stratafsc.com
SS&C offers an innovative suite of investment operations technology and services that support institutional asset managers and wealth managers. These solutions enable the front, middle and back offices to support all asset classes and every function across the investment lifecycle. Our solutions are backed by 35 years of industry experience and can be provided on a SaaS, fully-outsourced or co-sourced basis. We provide unparalleled levels of operational efficiency, data access and transparency, accounting flexibility and analytical insight.
TOPPAN Digital Language is a tech-enabled language solutions provider for global companies with high-risk, business-critical content.
We are the trusted partner to some of the world’s biggest names in financial services — empowering them to sell and operate with confidence in any language.
Through our specialist teams, technology and global infrastructure, we design language solutions that meet our customers’ needs at speed, at scale–securely.
Unqork is the first codeless development platform, reshaping how organizations create, manage and run their software applications without the constraints of traditional coding. Through Unqork’s codeless architecture standard, Unqork is pioneering the next big migration beyond the cloud, freeing businesses from legacy code to propel their business forward. Unqork serves enterprises of all sizes, providing industry-tailored solutions for customers in financial services, insurance, government, high-tech and health care. Its customers include Goldman Sachs, Marsh, BlackRock, and the U.S. Department of Health and Human Services.
Watson Wheatley was founded in 2007 to solve reconciliation complexities in buy-side firms and bring much needed reconciliation expertise to the FinTech space. The iRecs reconciliation tool was originally built for one of the largest hedge funds in Europe and offers a highly automated solution for reconciling even the most complex instruments. The system offers a fully integrated and best practice reconciliation approach which solves balance and position differences using the underlying transaction data. Further information is available at www.watsonwheatley.com
Watson Wheatley has since expanded its product range to cover data aggregation and portfolio analytics, launching its Nevada solution in 2022. With extensive experience in the financial markets and a reputation for excellent customer service, Watson Wheatley is regarded as the premier provider of reconciliation, data aggregation and portfolio analytics solutions for asset managers.
WTax manages and maximizes foreign withholding tax relief and reclaim entitlements for investors and financial institutions. We consistently increase investment performance by up to 52 basis points per annum for over 900 clients globally, through optimizing market coverage, shortening refund timelines, and improving cash flow. Our scalable and transparent tax solutions, coupled with our in-depth technical expertise, reduce the administrative burden for our clients, saving time and allowing them to focus on their core investment activities.
