The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. Our platform is trusted by over 4,000 enterprise customers, including a majority of the S&P 500.
Founded in 2011, AlphaSense is headquartered in New York City with over 1,500 people across the globe and offices in the U.S., U.K., Finland, India, and Singapore. For more information, please visit www.alpha-sense.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.
We believe we are all in the business of progress. Progress, ultimately, to achieve better financial futures for a whole world of investors. But, as an industry, we constantly have to balance progress and innovation with the continual market pressures faced on a day-to-day basis. That’s why, in your pursuit for progress, we help take your ambitions and make them a reality. With unrivaled industry experience and expertise, our 1,200+ global in-house experts develop strategies, solve problems and work with you to move your business to the next level. Whether your challenge is updating your technology, improving your processes, implementing change management, building your brand or anything in between – Alpha is home to experts who can help get you where you need to go. With you, together, all in the name of progress.
For more information, visit alphafmc.com.
We are the global consulting division of Davies, accelerating business, technology, and people performance across financial services, including Asset and Wealth Management, Banking, Insurance, and other highly regulated industries.
We advise and partner with firms to provide bespoke advisory, delivery, managed services, and interim resourcing. We help build and implement strategies that uniquely differentiate our clients and support them in solving critical business challenges.
We are expert-led specialists offering multi-disciplinary, multi-capability expertise within:
Operational excellence
Outsourcing and technology solutions
Technology transformation and digitisation
Data and analytics
Business strategy
Customer experience
Digital learning
People and organisational performance
Regulatory compliance
Risk
Controls and assurance
Our global footprint and deep industry expertise uniquely positions us to support firms by de-risking complex business and technology change, accelerating delivery and optimising outcomes.
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
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that help our clients maximize their potential.
Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy side, sell side, wealth management, private equity, and corporate sectors.
With over 47 years of expertise, a presence in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving 9,000 global clients and over 239,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success.
Learn more at www.factset.com and follow us on X and LinkedIn.
FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific through a single integrated platform, Nexus.
The only platform of its kind, Nexus connects fragmented data across the investment product lifecycle. AI-embedded workflows turn data into a strategic asset that drives cost efficiency, manages risk, and enables growth.
With over 30 years of expertise, FE fundinfo empowers investment professionals to streamline operations, improve client outcomes and make confident, data-driven decisions.
For more information: fefundinfo.com
Asset management firms face significant risk from operational inefficiencies, growing data volumes and complexity, manual and error-prone processes, siloed teams, legacy systems, and limited governance.
FundSense helps firms automate internal and client operations—from reducing manual work and spreadsheets to improving the availability and flow of data.
With seamless integration, internal and external systems connect to increase communication and collaboration across departments.
The FundSense Intelligent Automation Platform delivers efficiency, accuracy, and transparency across asset management operations.
Efficiency
FundSense reduces operational inefficiencies by automating processes across the asset management lifecycle, cutting manual tasks, re-keying, and unnecessary spreadsheets. Typical implementations achieve up to a 90% reduction in manual processes.
Accuracy
With over 10,000 industry data points mapped and more than 500 industry templates managed, clients see up to a 97% reduction in data errors across connected databases and documents.
Transparency
By embedding business rules, governance, audit trails, and process analytics, FundSense provides full oversight and the insight needed for continuous improvement.
NeoXam is a leading financial software company, delivering solutions and services to over 150+ customers in 30 countries worldwide.
NeoXam is committed to its clients’ success: We provide reliable and scalable solutions, processing more than €25 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 relies on 750+ staff, is headquartered in Paris, and has 21 offices worldwide.
Reimagine your operations. Transform how you do business.
Whether you are a European institutional, wealth or alternatives manager, or a fund administrator, Linedata’s innovative software, technology and services platform delivers all your investment operations needs to adapt nimbly to our changing world.
For 25 years, we have focused on enabling our 350 buy-side clients to grow, operate efficiently, manage change, and provide excellent service to their own clients and stakeholders.
Linedata offers a flexible, modular platform of award-winning solutions across the investment lifecycle:
We’re global Asset Management technology experts. It’s all we do. Whatever is on your mind today, Linedata’s award-winning teams are ready to listen and help drive your business forward.
1200 employees | 20 global offices | clients in 50 countries | celebrating 25 years
The MAIA platform is an award-winning front-to-back investment management solution that delivers real-time portfolio management, order and execution management, IBOR, data and analytics, compliance, risk management, and post-trade processing. Asset managers rely on MAIA as the foundation of their cross-asset investment operations. We have extensive experience supporting firms ranging from those with straightforward fund structures to organizations managing highly complex investment strategies.
MAIA delivers:
Founded in 1990, OTCFin is a financial technology company providing enterprise data management, risk and regulatory reporting solutions for sophisticated buy-side institutions.
Its proprietary PATOne platform integrates, cleanses and enriches fund, reference and holdings data across traditional and alternative asset classes, with AI-driven capabilities that streamline unstructured data collection and validation.
These capabilities transform complex investment data into reliable information for risk oversight and regulatory reporting.
With offices in New York and Barcelona, OTCFin pairs technology with deep financial and implementation expertise to deliver trusted solutions backed by a proven track record of client success.
Gresham is a global leader in enterprise data automation solutions for the financial services industry.
Leveraging innovative modern technology and deep industry expertise we make the complex simple, enabling firms to streamline their processes, manage risk, reduce costs, and ensure compliance.
As a trusted partner to the world’s leading financial institutions, our cloud and managed services for enterprise data management, data automation, reconciliation and control, and regulatory reporting ensure that business leaders can have complete confidence in their data and day-to-day operations.
Dasseti is a Nasdaq-backed software vendor dedicated to supporting asset managers, institutional investors and investment consultants through the entire investment lifecycle. Our AI-enabled platforms are designed to automate manual tasks during fundraising, fund distribution, risk management, due diligence and reporting cycles.
Our software platforms include:
Dasseti ENGAGE helps asset managers improve investor relations by streamlining processes like responding to client requests (DDQs, RFPs, monitoring reports), delivering consistent information, or distributing reports quickly and securely. It is the only RFP solution that integrates with Nasdaq eVestment for efficient information sharing between templates.
Dasseti ESG offers secure, direct data collection and aggregation for firms investing in the private markets. It supports sustainability reporting for clients, voluntary frameworks and regulatory disclosures. Powerful analytics help firms visualize metrics and track progress.
Dasseti COLLECT is a digital due diligence and monitoring solution that allows allocators to streamline data collection, due diligence, research management and analysis processes.
Fenergo is the leading provider of Client Lifecycle Management software solutions for financial institutions, designed to provide a connected, seamless and digital investor experience that ensures regulatory compliance-by-design, without creating additional operational overhead.
Our solutions empower financial institutions, including asset managers, to digitally transform the investor journey from initial onboarding, regulatory due diligence, (including KYC, AML, Tax, ESG and Investor Protection), to ongoing monitoring of risk and transaction profiles.
We help financial institutions navigate and react to changes in complex regulatory landscapes, while also leveraging the benefits of digital technologies, to deliver seamless and efficient investor journeys. Catering for multiple jurisdictions, our solutions offer standardization and automation where possible, so you have the ability to focus resources on delivering an exceptional client experience and maximizing revenue.
By streamlining initial and ongoing client interactions, connecting internal stakeholders with a single investor view, and ensuring ongoing regulatory compliance, Fenergo’s solutions redefine efficiency and client-centricity.
AQMetrics is a regulatory technology company helping financial services firms transform their approach to regulatory risk management through data automation and analytics, to ensure that they remain compliant with regulators globally.
AQMetrics has a presence in leading financial capitals around the world, with offices in London, New York, and Singapore. AQMetrics embeds regulatory best practices into its risk management technology to ensure accuracy in regulatory filings, simplified and automated regulatory compliance monitoring and excellence in risk management.
AQMetrics technology is driven by regulatory requirements and an API-first approach to enable interconnectedness with other technology partners in the financial services ecosystem.
In business since 2012, AQMetrics is regulated as a Data Reporting Service Provider by the FCA and ESMA and has a well-established global client base. Client firms include many of the top Banks, Asset Management Firms, Insurance Companies and Payment Institutions
Founded in 2008, Financial Recovery Technologies (FRT) is a leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities class action settlements. Offering the most comprehensive range of claim filing and monitoring services available, we provide best-in-class eligibility analysis, disbursement auditing and client reporting, and deliver the highest level of accuracy, accountability and transparency available. Financial Recovery Technologies is a Cross Country Group company (http://www.ccgroup.com). For more information, go to www.frtservices.com.
Clarity AI is the leading sustainability tech company, leveraging advanced technology and AI to provide data-driven environmental and social insights to investors, corporates, governments, and consumers. Through powerful, scalable AI at the core, Clarity AI addresses end-to-end use cases related to investing, corporate research, benchmarking, regulatory reporting, retail banking, and e-commerce. Clarity AI was named a leader by independent research in The Forrester Wave: ESG Data & Analytics, Q3 2024.
Clarity AI’s impact extends across a direct network of investors managing over $60 trillion in assets, including firms like Invesco, Nordea, Lazard Asset Management, and Santander, and thousands of end users through integrations into the existing workflows in selected investment platforms, such as Aladdin by BlackRock, the London Stock Exchange Group (LSEG), BNP Paribas, Caceis, or SimCorp. Our offices are located in North America, Europe, and the Middle East.
RBC Investor Services delivers investment servicing solutions to Canadian asset managers and asset owners, insurance providers, investment counsellors and global financial institutions. With more than 1,700 employees and offices across the globe, our focus is on safeguarding the assets of our clients and enabling their growth. Part of Royal Bank of Canada, Canada’s largest bank1, RBC Investor Services has over C$2.7 trillion of assets under administration. Learn more at rbcis.com.
Based on market capitalization as of July 31, 2025
SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.
Founded in 1971, with more than 3,000 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world’s top 100 financial companies through its integrated platform, services, and partner ecosystem.
SimCorp is a subsidiary of Deutsche Bӧrse Group. As of 2024, SimCorp includes Axioma, the leading provider of risk and management and portfolio optimization solutions for the global buy side.
Watson Wheatley was founded in 2007 to solve reconciliation complexities in buy-side firms and bring much needed reconciliation expertise to the FinTech space.
The iRecs reconciliation tool was originally built for one of the largest hedge funds in Europe and offers a highly automated solution for reconciling even the most complex instruments.
The system offers a fully integrated and best practice reconciliation approach which solves balance and position differences using the underlying transaction data. Further information is available at www.watsonwheatley.com
Watson Wheatley has since expanded its product range to cover data aggregation and portfolio analytics, launching its Nevada solution in 2022.
With extensive experience in the financial markets and a reputation for excellent customer service, Watson Wheatley is regarded as the premier provider of reconciliation, data aggregation and portfolio analytics solutions for asset managers.
FundGuard is transforming legacy operating models with a front to back, AI-powered, cloud native and multi-asset class investment accounting platform for asset managers, asset owners, custodian banks and fund administrators.
FundGuard is backed by strategic partners including Citi and State Street, and investment firms Blumberg Capital, Key1 Capital, LionBird Ventures, and Team8 among others.Visit www.fundguard.com to learn more about our all-in-one, multi-book solution for CNAV, ABOR and IBOR.
Founded in 1998 and headquartered in Switzerland, RepRisk is a data science company that provides transparency on business conduct risks like deforestation, human rights abuses, and corruption. RepRisk enables efficient decision-making for clients and supports alpha generation and value preservation for their organization, investments, and business interests. RepRisk is trusted by 80+ of the world’s leading banks, 17 of the 25 largest investment managers, corporates, and the world’s largest sovereign wealth funds for their due diligence processes. RepRisk uses human curation and cutting-edge artificial intelligence to generate the world’s most comprehensive business conduct and biodiversity risk datasets on public and private companies, real assets, and countries.
Morningstar Sustainalytics is a leading ESG research, ratings and data firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Morningstar Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. The firm also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices, and capital projects. With 17 offices globally, Morningstar Sustainalytics has more than 1,800 staff members, including more than 850 analysts with varied multidisciplinary expertise across more than 40 industry groups.
For more information, visit www.morningstar.com/business/segments/asset-managers
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.
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 March 29, 2024, CIBC Mellon had more than C$2.8 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.
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
Assette software automates the data enablement, content creation, approval and delivery of a firm’s sales and client content using their data platform of choice. Purpose-built for asset management, Assette software makes your investment data marketer friendly, improves productivity and helps your firm avoid costly and embarrassing data reporting errors.
Assette software is a single, cloud native application that combines deep technical capabilities across a range of content types. Our modular approach and flexible data interfacing options allow firms to build a content platform based on their needs and timeline. From first contact with a prospect to sharing perspective with long standing clients, firms can create, approve, and deliver sales materials, client reports, investment commentary, portal communications, DDQs and more in Assette.
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
Appian is a software company that automates business processes. The Appian AI Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world’s most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN]
Kurtosys is a secure cloud-based platform designed to help investment managers deliver investment data & insight to clients worldwide. Our set of easy-to-use tools seamlessly deliver accurate automated reporting, best-in-class digital fund tools 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
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.
SIX provides and operates stable and efficient infrastructure for the Swiss and Spanish financial centers, thus ensuring access to the capital markets and the flow of information and money between financial market players. As a global provider of financial information, SIX delivers high-quality reference, pricing, corporate actions, and ESG data and provides regulatory services and indices to clients around the world. The company is owned by its users (more than 120 banks) with a workforce of 4,160 employees and a presence in 19 countries.
Established in 1978, InterSystems is the leading provider of next-generation solutions for enterprise digital transformations in the healthcare, finance, manufacturing, and supply chain sectors. Its cloud-first data platforms solve interoperability, speed, and scalability problems for large organisations around the globe. InterSystems is committed to excellence through its award-winning, 24×7 support for customers and partners in more than 80 countries. Privately held and headquartered in Cambridge, Massachusetts, InterSystems has 38 offices in 28 countries worldwide.
InterSystems TotalView™ For Asset Management empowers firms to bid farewell to data silos and welcome unified, trusted data with a fully managed cloud-native solution. Our next-generation smart data fabric approach overcomes traditional integration challenges, enabling end-to-end data integration, harmonisation, and analytics.
Fusion by J.P. Morgan is a cutting-edge, cloud-native data technology solution designed for institutional investors, offering comprehensive end-to-end data management, analytics, and reporting throughout the investment lifecycle. Fusion enables institutional investors to seamlessly extract value from multiple providers of sustainable investment and ESG data by integrating and normalizing data from various sources, ensuring consistency and reliability. The platform provides robust tools for screening, hierarchy management, and advanced calculations, addressing the complexities of using both internal and external sustainable investment data, resulting in a scalable, time-efficient, and cost-effective solution.
Fusion’s unified data model allows for the integration of data from disparate sources into a single, cohesive framework, delivering the benefits of scale, reduced costs, and the ability to unlock timely analysis and insights more easily. Its open data architecture supports flexible distribution, including partnerships with cloud and data providers, all managed by J.P. Morgan’s team of data experts. Leveraging J.P. Morgan’s global operating model and extensive data foundation as a leading Securities Services provider, Fusion offers a wide range of integrated solutions that cover various investment strategies, fund structures, asset types, and geographies.
J.P. Morgan Securities Services provides the expertise and capabilities to help investors protect and grow their assets, optimize operational efficiency, and maximize opportunities in diverse global markets. To learn more, visit fusion.jpmorgan.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.
Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back office. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving needs of asset managers, asset owners and asset servicers to provide best-of-breed solutions that deliver maximum scalability, speed and flexibility, while reducing risk and increasing efficiency.
Headquartered in Pittsburgh, PA, with 900+ employees in 15 offices spanning across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1000 clients in more than 40 countries.
For more information, visit www.confluence.com
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.
We believe we are all in the business of progress. Progress, ultimately, to achieve better financial futures for a whole world of investors. But, as an industry, we constantly have to balance progress and innovation with the continual market pressures faced on a day-to-day basis. That’s why, in your pursuit for progress, we help take your ambitions and make them a reality. With unrivaled industry experience and expertise, our 1,200+ global in-house experts develop strategies, solve problems and work with you to move your business to the next level. Whether your challenge is updating your technology, improving your processes, implementing change management, building your brand or anything in between – Alpha is home to experts who can help get you where you need to go. With you, together, all in the name of progress.
For more information, visit alphafmc.com.
We are the global consulting division of Davies, accelerating business, technology, and people performance across financial services, including Asset and Wealth Management, Banking, Insurance, and other highly regulated industries.
We advise and partner with firms to provide bespoke advisory, delivery, managed services, and interim resourcing. We help build and implement strategies that uniquely differentiate our clients and support them in solving critical business challenges.
We are expert-led specialists offering multi-disciplinary, multi-capability expertise within:
Operational excellence
Outsourcing and technology solutions
Technology transformation and digitisation
Data and analytics
Business strategy
Customer experience
Digital learning
People and organisational performance
Regulatory compliance
Risk
Controls and assurance
Our global footprint and deep industry expertise uniquely positions us to support firms by de-risking complex business and technology change, accelerating delivery and optimising outcomes.
Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. The firm started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary platform adds significant efficiency to the market while focusing on minimizing risk, redundancy, and cost for clients. Clear Street’s goal is to create a single platform for every asset class, in every country, and in any currency. Products and services are offered by Clear Street LLC as a Broker Dealer member FINRA and SIPC and a Futures Commission Merchant registered with the CFTC and member of NFA. Additional information about Clear Street is available on FINRA BrokerCheck, including its Customer Relationship Summary and NFA BASIC | NFA (futures.org).
Cutter Associates LLC serves the operational, technology, and client experience needs of the global asset and wealth management industry, providing companies with the tools and services they need to be successful. With deep industry and domain experience and expertise, Cutter Associates provides independent research, exclusive members-only events, process benchmarking, a global consultancy, and a vast peer network. Headquartered in Rockland, Massachusetts, and owned by Tokyo-based NRI Group, Cutter Associates has subsidiaries in Canada and the United Kingdom and offices in London and Sydney. For more information, visit us at www.cutterassociates.com and connect with us on LinkedIn.
Watson Wheatley was founded in 2007 to solve reconciliation complexities in buy-side firms and bring much needed reconciliation expertise to the FinTech space.
The iRecs reconciliation tool was originally built for one of the largest hedge funds in Europe and offers a highly automated solution for reconciling even the most complex instruments.
The system offers a fully integrated and best practice reconciliation approach which solves balance and position differences using the underlying transaction data. Further information is available at www.watsonwheatley.com
Watson Wheatley has since expanded its product range to cover data aggregation and portfolio analytics, launching its Nevada solution in 2022.
With extensive experience in the financial markets and a reputation for excellent customer service, Watson Wheatley is regarded as the premier provider of reconciliation, data aggregation and portfolio analytics solutions for asset managers.
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.
Appian is a software company that automates business processes. The Appian AI Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world’s most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN]
Kurtosys is a secure cloud-based platform designed to help investment managers deliver investment data & insight to clients worldwide. Our set of easy-to-use tools seamlessly deliver accurate automated reporting, best-in-class digital fund tools 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
