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
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.
For more information: www.msci.com
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.
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
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.
FactSet delivers superior content, analytics, and flexible technology to help more than 155,000 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 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.
Foxon Media create leading events for financial services, helping investment managers and more to collaborate and drive the industry forward.
©2021 Foxon Media | Website Design by The Startup Guys
Simply enter your details to download the event Agenda.
Fill in your details to download our sponsorship guide and discover how you can grow your brand, gain market exposure and meet new prospects.
Oops! We could not locate your form.
Simple enter your details to keep up to date with the latest news.
Simple enter your details and a member of our team will be in touch.
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.