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.
At FINBOURNE, we offer a new and interoperable approach to data management, achieving value within a faster time to market. Our Modern Financial Data Stack empowers investment data processes and drives operational growth for emerging hedge funds to established global institutions. Leveraging SaaS technology and a secure cloud infrastructure, we liberate, simplify and connect data, making it accessible and usable across the investment chain. Ultimately, we restore control and confidence, so you know what you own and how much its worth at any given point in time.
To learn more: www.finbourne.com
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.
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/
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 organizations 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 organization. Armed with these insights, firms can proactively anticipate clients’ needs, quickly respond to emerging opportunities and issues, and provide a differentiated, high-value, hyper personalized experience.
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/
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.
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.
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
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/
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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