How EY’s Global Wealth & Asset Management Sector can help your business
In our wealth and asset management work today, not everything is innovation; a lot of it is evolution. And it’s important to know the difference. FinTech disruptors continue to shift the rules, newer investors aren’t flocking to older channels and cost pressure is relentless. From data and AI, to tech platforms and partners, the questions have never been bigger, and the stakes have never been higher.At EY, we help clients re-think everything from pricing and operating models to competition and convergence. We bring critical questions into focus, which lead to bolder strategies, simplified operations and sustainable growth. Our sharp understanding of the state of play allows us to shift discussion from reacting to change, to helping shape it. Ultimately, we work with clients not just to stay competitive, but to change investing for the better.
To learn more: www.ey.com/en_gl/wealth-asset-management
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
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.
Appian is the unified platform for change.
We accelerate customers’ businesses by discovering, designing, and automating their most important processes. The Appian Low-Code Platform combines the key capabilities needed to get work done faster, Process Mining + Workflow + Automation, in a unified low-code platform. Appian is open, enterprise-grade and trusted by industry leaders.
Instinct is a design-led fintech firm that exists to simplify the complex world of investment reporting.
We offer an integrated suite of reporting solutions that help investment firms digitally engage and communicate with their investors across marketing, sales and client services. Powering all our solutions is AMID, our digital-first investment communication platform, that unifies reporting assets, digitises investment communication, and optimises reporting operations.
Digital to our core, we combine digital design and UX skills with deep investment management industry expertise. We challenge the status quo and deliver new perspectives and alternative ways for investment firms to communicate in a digital age.
Founded in 2003 and headquartered in London, we have built long term partnerships with investment managers in Europe and North America, including Schroders, BNY Mellon and Architas.
PureFacts Financial Solutions develops software that helps global financial firms grow revenue and market share. Recognized as an innovator, in 2021, PureFacts raised $37 million dollars in investment capital to grow its business organically and by acquisition. The firm specializes in developing technology that can fit easily into existing tech stacks to calculate fees and commissions, aggregate data, analyze and enrich it. They then use automated intelligence and machine learning to derive usable insights that can drive business growth. Their reports module is both substantial and scalable – it offers in-depth reporting at the enterprise, advisory and client levels and its intuitive and easy to use.
New products released in 2021 include a digital onboarding solution that can reduce client onboarding time by weeks – helping to save financial firms thousands of man-hours every year. And their goals-based investing tool will likely change the way financial advisors and their clients discuss financial planning and help make the world of investing more inclusive by widening the conversation to include goals that can’t be measured by percentage points alone.
Arria NLG is the recognized global leader in the field of natural language generation (NLG), a form of artificial intelligence specializing in extracting key insights from complex data sources and communicating that information in natural language (i.e., as if written or spoken by a human subject matter expert).
Revenue Manager transforms investment invoice/billing processes
Nearly 1000 financial services firms, with aggregated assets under management/administration of over $10 trillion, use Revenue Manager, now powered by Envestnet.
Our platform, designed specifically for global investment managers, provides:
· Streamlined, accurate revenue collection: Industry-leading AI is trained based on your firm’s processes, so you can improve revenue collection, quickly identify invoice variances, and more.
· Enhanced transparency: Powerful CFO Dashboards provide 360-degree interactive visibility into each customer relationship—you’ll gain profitability insight, enhanced revenue forecasting abilities, and other intelligence.
· Increased confidence, exceptional flexibility: Our partnership with IBM provides global coverage, unsurpassed security, and fast reaction options in changing conditions across the globe.
Revenue Manager can be integrated into your existing infrastructure across platforms, such as general ledgers or CRM packages.
Redi2 Technologies joined the Envestnet family in July. The acquisition ensures continued cutting-edge product innovation.
Contact us at email@example.com for more information.
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.
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. Wealth managers and corporate banks use Affinity to identify business opportunities from existing customers and new prospects; leverage intelligence and network information to win more business more efficiently; and provide highly relevant advice to build long-term, trust-based client relationships.
For further information please see: https://cid.com/
Removing regulatory barriers with embedded compliance.
Financial institutions around the world use Apiax to embed compliance into their applications and processes. It helps them overcome regulatory challenges, realise business opportunities, and reduce the cost of compliance.
For more information: www.apiax.com/?utm_source=TSAM&utm_medium=referral&utm_campaign=TSAM2022
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 25 offices worldwide. For more information, please visit InterSystems.com/Financial
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, asset services and asset allocators 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.
SimCorp offers industry-leading, integrated investment management solutions.
Our platform and ecosystem, comprising partners, services, and third-party connectivity empowers 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 2,000 employees, we are a truly global, collaborative team that connects every continent and industry seamlessly.
To learn more please view: www.simcorp.com
AutoRek is a global provider of financial controls, data management and regulatory reporting software. Our suite of solutions include:
Key benefits from implementing AutoRek include:
Our solutions are purpose-built to improve the quality and efficiency of financial data management, from cost reduction and process efficiency projects, to improving adherence to regulatory reporting requirements.
GaiaLens is a FinTech group, headquartered in London, United Kingdom and was founded in 2021 by Seb Kirk and Gordon Tveito-Duncan. The group provides a data-driven, transparent, and real-time ESG analytics platform to institutional investors. They are a group drawn from finance professionals, technologists, and academics who believe that economic value creation can and should be combined with environmental stewardship, social inclusion, and sound governance.
The company provides a transparent and real-time analytic platform, equipped with the latest technologies including artificial intelligence, machine learning and more. The technology-enabled and data-driven platform helps institutional investors to fulfil their ESG needs such as portfolio reporting, investment screening, and deep-dive research capabilities.
Realising the increasing importance of ESG, GaiaLens enables its clients to understand the details behind the numbers by optimizing the interpretations. Its unique algorithm allows the platform to gather a large volume of data to calculate overall ESG scores.
To find out more please visit: www.gaia-lens.com
Empaxis transforms investment operations through end-to-end process automation plus skilled outsourcing, enabling firms to dramatically lower costs, process faster, scale seamlessly, and deliver superior customer services.
With almost 20 years of powerfully-proactive, fiercely-focused, data-driven experience, Empaxis generates impactful ROI to the backbone to your firm: your middle- and back-office operations.
Headquartered in the US, and with offices in London and across India, Empaxis brings deep knowledge of the global capital markets; follow-the-sun workflow capabilities; and rigorously vetted, tested, and trained teams.
Protiviti (www.protiviti.com) is a global consulting firm that delivers deep expertise, objective insights, a tailored approach, and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independent and locally owned Member Firms provide clients with consulting and managed solutions in finance, technology, operations, data, digital, legal, governance, risk, and internal audit through our network of more than 85 offices in over 25 countries.
Named to the 2022 Fortune 100 Best Companies to Work For® list, Protiviti has served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. The firm also works with smaller, growing companies, including those looking to go public, as well as with government agencies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI). Founded in 1948, Robert Half is a member of the S&P 500 index.
Neither Robert Half nor Protiviti is a law firm, and we do not provide legal representation. Robert Half project attorneys and Protiviti professionals do not constitute a law firm among themselves.
Alkymi transforms enterprise workflows with intelligent document processing (IDP), placing machine learning and no-code automation technology into the hands of business users, turning operational data headaches into a source of efficiency. Alkymi’s core products—Data Inbox and Patterns—allow businesses to extract, analyze, and take action on critical business data in emails and documents. Leading organizations deploy Alkymi to accelerate decision-making, improve customer satisfaction, and empower employees to focus on high-value, rewarding work.
For additional information, visit www.alkymi.io.
CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. As at June 30, 2022, CIBC Mellon had more than CAD$2.3 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada.
To learn more please visit: www.cibcmellon.com
Rimes provides transformative data management and investment intelligence solutions to the world’s leading investors and asset managers. Driven by our passion for solving the most complex data problems, we partner with our clients to help them make better investment decisions using accurate information and industry-leading technology. Headquartered in New York and London, Rimes serves its global clients through offices in Europe, Americas and Asia Pacific.
If you wish to know more please see our website: www.rimes.com
Assette software automates the creation, review and delivery of client, sales and portal communications using a single, trusted source of data.
Purpose-built for asset management, the Assette platform provides deep technical capabilities in data management, authoring, production, delivery and analytics. From first contact with a prospect to sharing perspective with long standing clients, Assette helps your firm create, approve and deliver sales presentations, client reports, portal communications and DDQs.
If you wish to know more please refer to www.assette.com
How can you grow assets or effectively service your clients if you do not know who they are or how they are investing?
Understanding revenue and margin by product is easy. Creating a client-centric view of these measures is the hard part, thanks to the fragmented distribution of investment products, non-standardised data and the increasing demand for analytics.
Aiviq is a data-driven fintech platform with industry-leading domain expertise at its core. We turn disparate client investment information into enterprise-wide datasets that help you define winning market strategies, grow your businesses profitably and gain an edge over the competition.
If you wish to find out more please visit: www.aiviq.com
How can investment managers grow assets, or effectively service their revenue, if they don’t know who their clients are or how they make purchasing decisions?At Alpha Data Solutions, we address this challenge by forging disparate client investment information into enterprise-wide datasets that provide much-needed transparency on business performance for our investment managers – AUM, Flow & RevenueOur innovative data and analytics platform helps the world’s investment managers incentivise sales, analyse purchasing patterns, digitally service investors and meet financial reporting requirements. We combine market-leading technology with industry expertise to enable Managers to successfully stay ahead of the competition!
For more information please refer to: https://datasolutions.alphafmc.com/
About Qontigo — Optimizing Impact™
Qontigo is a leading global provider of innovative index, analytics and risk solutions that optimize investment impact. As the shift toward sustainable investing accelerates, Qontigo enables its clients—financial-products issuers, capital owners and asset managers—to deliver sophisticated and targeted solutions at scale to meet the increasingly demanding and unique sustainability goals of investors and asset owners worldwide.
Qontigo’s solutions are enhanced by both our collaborative, customer-centric culture, which allows us to create tailored solutions for our clients, and our open architecture and modern technology that efficiently integrate with our clients’ processes.
Part of the Deutsche Börse Group, Qontigo was created in 2019 through the combination of Axioma, DAX and STOXX. Headquartered in Eschborn, Germany, Qontigo’s global presence includes offices in New York, London, Zug and Hong Kong.
For more information please refer to: www.qontigo.com
Amundi Technology offers innovative technology and services to support clients reshaping their operating model. The solutions aim at meeting the needs of all savings and asset management players: asset managers, asset owners, distributors, wealth managers and asset servicers. The ALTO* (Amundi Leading Technology & Operations) platforms cover the entire asset management value chain and provide clients with adaptive and cutting-edge solutions enabling them to focus on their core business.
ISS Securities Class Action Services (ISS SCAS) delivers a fully outsourced litigation research and claims filing solution that successfully maximizes client recoveries of lost assets. In fact, during the last two calendar years, ISS SCAS’ claims filing clients have recovered more than $1 billion. For more than 30 years, ISS SCAS has been the leading expert in the discipline of securities class actions and antitrust litigation by identifying cases across the globe and utilizing advanced technology to analyze and understand investor losses. Leveraging ISS’ comprehensive and robust infrastructure, ISS SCAS is a trusted partner to its clients, which include the world’s leading asset managers, mutual funds, hedge funds, wealth management firms, and pension funds. The ISS SCAS outsourced solution reassures clients they have a dedicated partner to mitigate the risk of missed claims filing and to fully participate in class & group action cases, where eligible.
Founded in 2002, Kurtosys is a secure cloud-based platform designed to help investment managers deliver investment data & insight to clients worldwide.
A set of easy-to-use tools seamlessly deliver 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
Introhive’s AI-powered SaaS platform helps organizations realize the full value of their underutilized data to grow relationships, grow retention, and grow revenue.
Founded in 2012, Introhive is the fastest-growing B2B relationship intelligence and data quality management solution, recently recognized as a top 10 fastest growing technology company in Deloitte’s Fast 50 Awards and the MarTech 2021 Breakthrough Award winner for Best CRM Innovation.
Learn more at www.introhive.com
SIX operates the infrastructure for the Swiss and Spanish financial centers, catering to a broad, international client base. We provide services relating to securities transactions, the provision of financial information and banking services. 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.
For more than 90 years, SIX has provided the financial data and services the industry needs: high-quality data, delivered at the right time, in the right way. From their core reference data on securities, prices, corporate events, tax and regulatory data, to their flagship indices and bespoke benchmarks, SIX offers added-value services that smoothly integrate with asset managers’ workflows. Six frees your time and attention to spend on growing your business.
To find out more: www.six-group.com
Yield Book is a trusted and authoritative source for fixed income analytics that enables market makers and institutional investors to perform complex analysis of their portfolios, benchmarks, trading decisions, historical performance, and risk.
Yield Book products offer analytical insight into an extensive range of financial products in the fixed income space including governments, agencies, corporates, high yield, emerging markets, mortgages, ABS, CMBS, CMOs, and derivatives. The platform utilizes dedicated centralized servers that help ensure reliable, prompt data delivery. Yield Book forms part of London Stock Exchange Group (LSEG)’s Data and Analytics division.
Enfusion’s investment management software-as-a-service platform removes traditional information boundaries, uniting front-, middle- and back-office teams on one cloud-native system. Through its software, analytics, and middle/back-office managed services, Enfusion creates enterprise-wide cultures of real-time, data-driven intelligence, boosting agility, and powering growth. Enfusion partners with 680+ investment managers from 10 global offices spanning four continents.
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.
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
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.
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) delivers superior content, analytics, and flexible technology to help approximately 180,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We’re proud to have been recognized with multiple awards for our analytical and data-driven solutions, with the distinction of having been recently added to the S&P 500, and repeatedly scored 100 by the Human Rights Campaign® Corporate Equality Index for our LGBTQ+ inclusive policies and practices. Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com.
Learn more at www.factset.com and follow us on Twitter: www.twitter.com/factset.
Solidatus is an innovative data management solution that empowers organizations to connect and visualize their data relationships, simplifying how they identify, access and understand them. With a sustainable data foundation in place, data-rich enterprises can meet regulatory requirements, drive digital transformation, capture business insights and make better, less risky and more informed data-driven decisions. Solidatus’ powerful metadata management technology is seen as a critical development in data management software – one that matches the complex needs of modern business. Launched in 2017, Solidatus is the chosen data management tool for both the regulators and the regulated. Its clients and investors include top-tier global financial services brands such as Citi and HSBC, healthcare and retail organizations as well as government institutions. Solidatus has offices in the United Kingdom, the United States and Singapore.
To learn more please visit: www.solidatus.com
Auquan makes ESG forward-looking and active – investment managers and corporations globally use us to get an accurate, timely and transparent view of the sustainability of an entity, its operations, ownership and supply chain – with zero manual effort.We fill the gaps in ESG research where ratings fail because they don’t reflect recent changes, lack coverage or make top down assumptions that miss nuances specific to an entity:– real-time updates to overcome ratings lag– access to raw, underlying data to allow for entity specific analysis– third party data from 1M+ sources, and in 27 languages to supplement self disclosures– coverage for developed and emerging markets – listed equities, private credit issuers and sovereigns
To learn more please visit: www.auquan.com
Preqin, the Home of Alternatives™, empowers financial professionals who invest in or allocate to alternatives with essential data and insight to make confident decisions. It supports them throughout the entire investment lifecycle with critical information and leading analytics solutions. The company has pioneered rigorous methods of collecting private data for almost 20 years, enabling more than 200,000 professionals globally to streamline how they raise capital, source deals and investments, understand performance, and stay informed.
To learn more please view: www.Preqin.com
Founded in 2002 by leading decision science academics from Oxford University, Oxford Risk is the leading behavioural finance fintech serving wealth managers, robo-advisers, banks and pension providers.
At Oxford Risk, we combine innovative behavioural finance, data science, and quantitative finance in our technology solutions to help support financial institutions in delivering better financial outcomes to their clients.
Get ready for ESG regulation and meet investor demand with Oxford Risk’s comprehensive ESG profiling tool. Backed by the rigorous research and testing that you would expect from Oxford Risk, this solution helps providers understand which aspects of Ethical, Social, and Governance matter the most to investors. Utilise these insights to better engage with clients on ESG conversations and match client suitability to suitable and sustainable investments.
To learn more please visit: www.oxfordrisk.com
As leaders in fund reporting technology and services – one of the greatest challenges we see facing fund managers today is managing data quality and achieving web and regulatory fund reporting in a timely manner. As reporting complexity grows, Data Front’s reporting application Livedoc, simplifies your experience by consolidating data and offering you the tools to produce meaningful, customized reports in real-time. Livedoc offers deep analytics and data transformation tools by automating the most difficult aspects of fund reporting. Discover how easy customized web and regulatory reporting can actually be.
Visit our website to learn more: www.datafront.com
Founded in 2003, Axxsys provides specialized Management and Technology consultancy to the asset management community and is part of the Alpha FMC group of companies. The Axxsys global team assists clients with strategy development, target operating model reviews, implementing major change programs, upgrades, cloud transformations and managing operational support services.
We have deep expertise across all asset classes and investment and data platforms including SimCorp Dimension and Coric, Aladdin, Charles River/Alpha, Markit EDM and Snowflake. Axxsys occupies a unique position in the industry with a keen understanding of both vendor technologies and investment managers’ workflows, allowing our clients to achieve the outcomes they envisioned from these transformational change programs.
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.
To learn more: www.temenos.com/products/fund-administration/
Tradeweb Markets Inc. (Nasdaq: TW) is a leading, global operator of electronic marketplaces for rates, credit, equities and money markets. Founded in 1996, Tradeweb provides access to markets, data and analytics, electronic trading, straight-through-processing and reporting for more than 40 products to clients in the institutional, wholesale and retail markets. Advanced technologies developed by Tradeweb enhance price discovery, order execution and trade workflows while allowing for greater scale and helping to reduce risks in client trading operations. Tradeweb serves approximately 2,500 clients in more than 65 countries. On average, Tradeweb facilitated more than $1 trillion in notional value traded per day over the past four fiscal quarters. For more information, please go to www.tradeweb.com.
The basic assumption for using our data & analytics solution: if you believe that innovative companies will over time build up a competitive advantage over and outperform less innovative companies, then you will find our services useful.
Quant IP makes innovation data & analytics accessible and actionable for investors. We map financial data with innovation data. Our Quality Score is predictive, shifting your vantage point with 3-5 years forward.
We deliver four solutions: 1) Thematic, 2) ESG/Sustainable/Greentech/Impact, 3) Fundamental and 4) Quantitative.
Global and total coverage: every public and private company on the planet having at least 1 patent. Time coverage: US 1995, EU/Africa/AU/NZ 2001, Asia/Middle East/LATAM 2005. Relevant holding period: minimum 6 months.
We are a solution provider working actively with our clients to extract maximum value from the analytics. Easy-to-access and easy-to-apply analytics. Thorough onboarding for your team included.
Weave.AI helps asset managers implement robust, proactive, transparent, and scalable ESG stewardship programs to increase shareholder value and to attract more investors. Weave.AI does this by applying AI and analytics to monitor, sift, and benchmark mountains of market data, portfolio data and non-traditional ‘alternative’ data, providing asset managers with new and deeper insights into each company and its industry, thereby enabling greater stewardship. Weave.AI also provides breakthrough technology to mitigate greenwashing, and to facilitate deeper and richer engagement with companies, regulators, and stakeholders.
84% of asset managers agree that deploying AI and analytics would add value to their ESG governance and stewardship activities, yet most still struggle to operationalize this. Weave.AI benchmarks entire industries, sectors, portfolios, or supply-chains—at lightning speed and unlimited scale—to unearth emergent risks, trends, best practices, disclosure gaps, and material insights that boost transparency, investment decision-making, stewardship, and stakeholder engagement, all while lowering regulatory risk.
To learn more: www.weave.ai/spectrum-esg
Acadia is the leading industry provider of integrated risk management services for the derivatives community. Our risk, margin and collateral tools enable a holistic risk management strategy on a real-time basis within a centralized industry standard platform. Acadia’s comprehensive suite of analytics solutions and services helps firms manage risk better, smarter, and faster, while optimizing resources across the entire trade life cycle. Through an open-access model, Acadia brings together a network of banks and other derivatives participants, along with several market infrastructures and innovative vendors. Backed by 16 major industry participants and market infrastructures, Acadia is used by a community of over 2000 firms exchanging more than $1 trillion of collateral on daily basis via its margin automation services. Acadia is headquartered in Norwell, MA and has offices in Boston, Dublin, Dusseldorf, London, Manila, New York, and Tokyo. Acadia® is a registered trademark of AcadiaSoft, Inc.
For more information, visit www.acadia.inc
Transcend helps global market participants achieve next-level performance results through innovative solutions that enhance liquidity, funding, and collateral decisions within a business-line, fund, or across the enterprise.
With new regulations necessitating greater collateral efficiency but product silos making it difficult to achieve peak financial and operational performance, Transcend offers a much-needed solution to achieve holistic portfolio analytics, inventory management, optimization, and automation.
To learn more: www.transcendstreet.com
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
Duco, a leading data automation company, is helping businesses to unleash their potential by removing the friction around data. Duco’s cloud-based, no-code platform brings the processing of mission-critical data to business users with governance and control, giving firms the tools they need to increase business agility, reduce risk, stay compliant with regulation and dramatically improve efficiency. Over 10,000 users across 30+ countries process billions of data records every week using the platform. Duco is headquartered in London, with offices in New York, Boston, Wroclaw and Singapore. Customers include global banks, investment managers, insurance firms and challenger Fintech companies.
If you would like to learn more: www.du.co
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 67,000 companies, 200,000 funds and 20,000 news sources, allowing our clients to streamline critical 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 as well as huge number of additional relevant sources and our unique Natural Languages Processing (NLP) and machine learning (ML) models extract key data points, evidence and confidence levels to match our clients exact research requirements and workflows.
We’ve developed the platform for over 7 years and utilise a multi-range process through natural language processing (NLP), Optical Character Recognition (OCR) and Machine Learning (ML) to ensure data extraction is precise, relevant, and bespoke based on our clients’ investment criteria.
To learn more please view our website: www.orbitfin.ai
Curium Data Systems is a fast-growing technology provider that works exclusively within data management for financial services companies.
Curium solutions are an evolution from the traditional data management applications – easier to implement, maintain and operate and designed to sit at the heart of the Business Operations groups within the firm.
CuriumEDM (Enterprise Data Management) is an ‘end to end’ platform providing data gathering, validation, master data management, time series data storage, data distribution and active data governance. CuriumEDM also includes CuriumBI, for enhanced levels of analytics and visibility over data and processes.
CuriumDQM (Data Quality Management) is a business process application that works with the firm’s existing data architecture to establish comprehensive, cross architecture data quality controls and oversight across the key data sets.
For more information please contact us:
At Cognitive Credit, we bring together experts in technology and finance to create scalable solutions custom-designed for institutional credit investors. Our innovative, data-driven software combines modern productivity tools with analytical features that enable more efficient and precise corporate credit analysis. For us, data integrity is paramount. Our proprietary data extraction pipeline is fast, accurate, and guarantees transparency. We design with the full investment team in mind to support cross-team collaboration and on-the-go connectivity. By joining the most accurate fundamental data in the market with real-time updates and a suite of advanced analytics, we empower our clients to be as productive and insightful as possible.
For more information please visit: https://www.cognitivecredit.com
Founded in 1999 by Stefan Lucht & Roland Probst as a way to offer solutions as an industry changed, LPA was built on the needs of its clients. And as those needs have grown, so has LPA, becoming one of the world’s leading creators of award-winning software and consulting for the capital markets and asset management sectors. The core business of the multi-award-winning Group is Capmatix, a software framework to automate workflows and documentation for financial instruments, structured products and OTC derivatives.
Defy the processes of the past. Deploy innovation in a way that suits you. Run to the forefront of global innovation.
For more information, please visit: www.l-p-a.com
Landytech’s Sesame is an award-winning performance and risk reporting solution. It delivers institutional-grade analytics and reporting for small to medium-sized asset managers and hedge funds.
Sesame is provided by skilled risk professionals supported by a secure technology platform. Its ﬂexible and conﬁgurable tools streamline responses to client requests and compliance and regulatory requirements.
Supplemented by Landytech’s experienced professional services team and industry-leading risk analytics via MSCI RiskMetrics and BarraOne, Sesame enables cost-eﬀective access to best-in-class capabilities to help ﬁrms grow.
For more information please visit: www.landytech.com
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
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 recognized 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.
For more information please visit: www.greshamtech.com
Reformis is a strategic consultancy firm providing business, IT, and change management consultancy services to clients in the financial services sector. The firm has helped over 200 clients achieve their business goals by advising, designing, and delivering solutions globally: covering strategic, technical, operational, and change programs. With over 100 highly experienced consultants, Reformis has a proven track record of business and operating model transformation, strategic technology enablement, and client empowerment to meet the opportunities and challenges they face whilst maintaining their competitive edge. Founded in 2003, Reformis is headquartered in London with North America, Asia, and Australia offices.
To learn more: www.reformis.com
Unblu helps financial institutions have efficient, convenient and ongoing digital conversations with clients. As the preferred engagement and collaboration platform of over 160 financial institutions worldwide, Unblu delivers meaningful, secure and compliant interactions using digital tools that surpass clients expectations.
Fundipedia is the trusted name in data management and has provided data management solutions and consultancy to asset and wealth managers since 2007.
Fundi data management – our core platform – provides innovative technology enabling our clients to collect, validate, disseminate and reconcile any type of data—creating end-to-end controls, insights that drive smart business decisions and the confidence to meet regulatory requirements.
Fundi reconciliation ensures that data across the investor market is accurate, automatically checking downstream data it acts as first responder – notifying the source of data issues before escalating to your team.
Fundi launch workflow streamlines and optimises fund and share class launch processes – reducing human error, speeding up time to market and providing controls and oversight that delivers product data to the market faster than ever before.
SYSTEMIC is a software developer providing investment and risk management solutions to financial institutions since 1999. RiskValue™ investment management platform, the cornerstone of Systemic’s software solutions, offers a technological environment for client firms to uniquely integrate back, middle, and front office operations, financial risk management, regulatory reporting, and compliance requirements. RiskValue™ is used today by leading financial institutions, fund managers, insurance companies, wealth managers, broker-dealers, asset servicers and regulators.
Simplify your surveillance requirements with SteelEye. We future-proof regulatory processes for Asset and Wealth Managers by providing a single platform for Trade and Communications Record Keeping and Oversight. As regulatory change and increased scrutiny of surveillance continue to intensify, we enable organizations to modernize their operations, so that they can cope with the growing number of requirements, systems, and data sources. By combining automation, analytic-driven insights, and machine learning technologies, SteelEye enables firms to meet regulatory obligations more efficiently and accurately than any other solution. Ultimately, SteelEye reduces the risk of non-compliance so that clients can avoid hefty fines and rest assured knowing that their organization is up to date on all of the latest regulatory requirements.
Visit www.steel-eye.com to learn more.
Finance Montreal, Quebec’s Financial Services Cluster, is mandated by the Ministry of Finance of Quebec to continuously grow the local financial ecosystem. This has been greatly achieved via rising interest and expansions by Global Financial Institutions into Montreal due to the city’s core strengths within the financial services industry, including but not limited to Talent, Operating Cost Efficiencies, as well as dynamic ecosystems in Compliance, Risk, Data/AI, Cybersecurity, Fintech, ESG and Smart Automation. Finance Montreal’s International Financial Center division bolsters its expertise in investment strategies and partnerships while benefiting from the broad and deep, innovative, and internationally connected ecosystem providing Tier 1 talent at below Tier 2 pricing.
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.
StarCompliance is a leading provider of financial compliance software. Trusted globally by asset managers, investment banks, broker dealers, private equity, stock exchanges, and more, the STAR Platform helps firms achieve regulatory compliance while safeguarding their reputations.
Linedata AMP: Reimagine your asset management operations. Transform your business.
Whether you’re an institutional manager or a wealth advisor, Linedata’s innovative Asset Management Platform – AMP – delivers all your business needs on a single platform to adapt nimbly to our changing world. Linedata provides front-to-back technology, data, and outsourced services solutions to institutional, fund, wealth, and alternative managers in 50 countries. Cloud native, with a microservices architecture and comprehensive APIs to enable new capabilities faster while supporting what helps firms differentiate, the platform delivers portfolio and order management, trading, compliance, position keeping, risk, performance, NAV solutions, reporting, and electronic trading connectivity to over 650 destinations. Core software, Linedata Longview and Linedata Global Hedge, integrate with Linedata Trading, and Linedata Compliance, and are strategically combined with fund administration software solutions, data, AI/ML analytics, and outsourced service expertise. We are 1,100 strong in 20 locations serving over 700 clients. Whatever is on your mind today, Linedata’s award-winning service teams are ready to listen and help drive your business forward.
www.linedata.com/AMP | firstname.lastname@example.org
AlphaCentrix is a leading provider of innovative data management solutions, operations outsourcing, and cloud services to alternative investment managers, custodians, and fund administrators. AlphaFuse and AlphaSpring, our flagship data management solutions, help clients scale their middle and back-office operations with next-generation transaction processing, reference data management and reporting capabilities. AlphaCentrix’s client base exceeds 150 firms and includes many of the largest financial institutions in North America, Europe and Asia.
To find out more: www.alphacentrix.com
Profile Software is a world-class software provider with a long-standing presence of 30 yeas in the financial services industry and many years in the UK marketplace delivering successful implementations via innovative solutions for banking and investment management.
Visit our stand @ TSAM London and our team can discuss with you how our solutions can best address your business requirements.
We can offer your business a single source of truth for your investment data via our cloud-based platform – ATHENA.
ICS ATHENA is a true SaaS platform that enables business users to engage in data management activities without the need for technical skills.
Built on 20+ years’ experience our unique hosted investment data platform and service supports investment managers by utilising best-in-class data and reporting tools.
AQMetrics is a global software company headquartered in Ireland with offices throughout Europe, the UK, the USA and Asia.
We help the world’s leading financial services firms from multinational banks to hedge fund managers manage their risks by digitally transforming their approach to risk management.
As a regtech, the only constant we see is regulatory change. It is for this reason that innovation leads everything we do. We must stay ahead of the emerging regulatory change to prepare our customers for success.
In an industry impacted by an onslaught of risk and regulations, our platform is built for our customers’ success in meeting their regulatory obligations. Our platform gives our customers the time to focus on generating alpha, creating new strategies, and increasing profitability.
It helps increase regulatory assurance and reduce operating costs by transforming how our customers manage, analyse, measure and report on the myriad of risks they face.
Clearwater Analytics: As the industry-leading SaaS solution for investment accounting and reporting, Clearwater enables growth of assets under management (AUM) for more than 1,100 clients including global insurers, asset managers, corporations, pension plans, and governments. Each day, Clearwater automates data collection, reconciliation, compliance, risk, and performance reporting across $5.9 trillion in AUM with its comprehensive cloud platform and best-in-class service team. Learn more at clearwateranalytics.com
We are a leading global provider of technology and solutions for risk and return management, enabling you to manage your investment decisions. With over 500 clients in 20+ countries, we play a vital role in helping our clients improve investment decision making and managing uncertainty. PEARL is Ortec Finance’s leading software solution for Performance Measurement, Attribution, Ex-Post Risk and GIPS composites.
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At Redi2, we are passionate about making billing better for financial services firms. As we do so, our clients become more successful at servicing their clients. This outcome has earned Redi2 the confidence of many of the world’s leading financial institutions.
For over fifteen years we’ve brought together people, technology, and experience to deliver solutions for clients of all shapes and sizes. We’ve set a standard for how fintech billing firms service their clients – we address the immediate complexities and then go beyond to deliver long-term results. We are passionate about delivering a better billing experience that enables our clients to collect their revenue faster.
Seismic is the leading automation solution for institutional asset management and wealth management firms to deliver a world-class client experience. Seismic’s software allows relationship managers and advisers to automatically generate personalized, up-to-date and compliant client materials in seconds, from any device.