BlackRock’s Aladdin is a tech platform that unifies the investment management process by providing a common data language within an organization to enable scale, provide insights, and support business transformation. As a strategic partner to institutional investors including asset managers, pension funds, insurers, and corporate treasurers, Aladdin combines sophisticated risk analytics with comprehensive portfolio management, trading, operations, and accounting tools on a single platform.
Allego is the future of revenue enablement. Our Modern Revenue Enablement Platform transforms traditional methods by illuminating field learning, delivering content and experiences for modern buyers, and uniting revenue teams for continuous improvement and growth. Trusted by nearly 1 million professionals in 65 countries, Allego offers a comprehensive app for learning, content, coaching, and virtual selling that’s loved by reps. We are chosen by a quarter of Dow Jones Industrial Average companies, 5 of the 15 largest U.S. banks, 4 of the 8 largest insurance providers, 4 of the 5 largest global medical device companies, 6 of the 10 largest wealth management firms, and 5 of the 5 largest asset management companies.
Appian is a software company that automates business processes. The Appian AI-Powered 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 www.appian.com
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.
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.
CID’s Thematic Intelligence platform Affinity allows wealth & asset managers to create new investment strategies, energize existing ones and create new products and do it quickly, easily and in near real time. Asset managers use Affinity to research, build and rank new investment strategies; make fast, accurate allocation and rebalancing decisions; and develop and sell more targeted, customized, thematic investment products.
For further information please see: https://cid.com/
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.
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.
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.
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.
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 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
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 back to front, 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 Corp, venture firms Blumberg Capital, LionBird Ventures, and Team8 Capital among others.
Visit www.fundguard.com to learn more about our all-in-one solution for CNAV, ABOR and IBOR.
Goal Group is the leading global provider of withholding tax reclamation and securities class action recovery services.
With over 30 years’ experience, Goal helps the largest financial institutions and global investment community fulfil their fiduciary duty, reclaiming excess tax on cross-border income, and seeking legal redress for shareholders who have suffered financial losses through corporate mismanagement and/or unlawful behaviour.
Services are highly automated and provide efficient and accurate solutions, with local client support. Processing millions of claims a year for billions of underlying investors while ensuring the applications are simple to use and effective, Goal is the only service provider that can offer both insourcing and outsourcing solutions using our award-winning applications.
The cornerstones of Goal’s business is simple – leading-edge technology, excellent client service and compelling, flexible pricing. It is this, combined with unparalleled industry knowledge and proficiency, that enables them to achieve outstanding results for their clients globally.
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.
Established in 1978, InterSystems is the leading provider of technology for critical data initiatives in the healthcare, finance, manufacturing and supply chain sectors, including production applications at most of the top global banks. Its cloud-first data platforms solve interoperability, speed, and scalability problems for large organizations 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 36 offices in 25 countries worldwide. For more information, please visit InterSystems.com/Financial
ION provides mission-critical trading and workflow automation software, high-value analytics and insights, and strategic consulting to financial institutions, central banks, governments, and corporates. Our solutions and services simplify complex processes, boost efficiency, and enable better decision-making. We build long-term partnerships with our clients, helping transform their businesses for sustained success through continuous innovation.
Our LatentZero asset management solutions are already used worldwide to monitor and protect assets approaching $9 trillion. LatentZero OMS simplifies and automates trading workflows, processing hundreds of thousands of transactions daily, quickly and accurately; while LatentZero Post-trade gives fast, accurate, automated trade processing for all asset classes, including equities, fixed income, and ETDs.
To learn more, contact us at https://iongroup.com/markets/contact-us/
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.
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
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.
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.
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
Ridgeline is the investment management platform the industry has been waiting for. It is the first enterprise solution purpose-built in the cloud with and for firms like yours. Core functions like portfolio accounting, trade order management, reporting, and compliance are brought together with a single set of real-time data on an intuitive platform. Ridgeline delivers continuous innovation so your firm can grow efficiently and adapt securely to whatever the future brings. Our team is proud to have been recognized as Frost and Sullivan’s 2023 “Technology Innovation Leader” in the category of Cloud Platform for Investment Management Technology (North America).
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/
Saifr uses AI to help financial services organizations reduce the friction in their content creation, approval, and filing processes. We enable our clients to deliver compliant content faster while reducing their brand and regulatory risks.
Saifr’s natural language processing (NLP) models “understand” content (text, images, and video) as it is being created and highlight potentially risky words, phrases, and images. The engine explains why something might be problematic—promissory, misleading, exaggerated, not fair and balanced—and can suggest possible compliant language and disclosures. There are also models that highlight brand guidelines like tone, brand, gender, age, and sentiment. Marketing can proactively make changes before compliance even sees the first version, and compliance can focus their attention on the more complex issues. All comments, changes, and approvals are tracked automatically and are available for reporting and auditing.
Saifr’s NLP models can be accessed via SaifrReview® or SaifrScan® Add ins.
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.
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
STP Investment Services is an award-winning technology-enabled services company that provides front, middle, and back-office solutions to investment managers, funds, family offices, wealth managers, and plan sponsors providing the service, software, expertise, and confidence needed to focus on their core business objectives. STP provides a broad range of services and SaaS offerings for the financial services industry with capabilities to process all asset classes and meet ever-evolving business requirements. STP has been recognized multiple times for its strong company culture by the Philadelphia Business Journal and Inc. Magazine as well as being twice in a row being named as Outsourced Provider of the Year by Financial Technologies Forum (FTF). With more than 225 employees around the world, STP services and provides solutions clients representing more than $330 billion in assets serviced.
To learn more please visit: www.stpis.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.
For 25 years, Synthesis Technology has worked with global asset managers to automate, scale, and improve the efficiency of generating their data-driven content. Our newest publishing platform, 4D, is the industry’s most efficient and cost-effective enterprise-level solution for producing data-driven content quickly and at scale. With lightning-fast data intake and validation, connected data warehousing, professional quality graphics and typesetting, and full adherence to business rules and compliance guidelines, 4D by Synthesis is leading the next iteration of investment management data automation and publishing. With 4D, efficiently produce fact sheets, Tailored Shareholder Reports, commentaries, website content, and presentation decks, to name but a few.
Learn more at www.snth.com and www.4d-by-snth.com
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/
Ultimus Fund Solutions is the leading independent provider of tech-enabled full-service fund administration, accounting, and investor servicing solutions that supports the launching and servicing of registered funds, private funds, separately managed, and public plans along with providing outsourced middle office services for buy-side investment managers.
Ultimus’ modular middle office solutions provide a customizable and scalable, technology-driven operating infrastructure uniquely designed to normalize and govern investment data, manage costs, and control operational risk. Partnering with Ultimus gives you direct access to best-in-class tech-driven administration services with all core services performed in-house by people who specialize in understanding operational success.
As the largest independent administrator servicing 450+ investment management firms and over $475 billion in assets across nearly 1,800 portfolios, Ultimus offers institutional strength with boutique service, serving as a seamless extension of your firm and a partner for growth.
Enhanced solutions to optimize your investment business.
For more information visit www.ultimusfundsolutions.com
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