2020 Sponsors & Partners

www.eagleinvsys.com

Eagle Investment Systems is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private cloud, Eagle ACCESS(SM). Eagle deploys trusted solutions and services that create operational efficiencies and help reduce complexity and risk. Backed by the innovation, passion, commitment and experience of our employees, Eagle Investment Systems’ integrated technology, products and services help our clients to grow their assets efficiently and effectively. Eagle Investment Systems LLC is a subsidiary of BNY Mellon.

www.ortecfinance.com

For the private market core business of Ortec Finance is to support smart and responsible decision making. We help private investors and advisors better understand their options by using ‘What-if’ analyses. Clear visual aids show the effect of investment decisions, changes in a client’s financial situation and market developments on the probability of reaching the financial goals. With OPAL Platform clients and advisors can capture, measure and communicate risk and return and comply with the latest regulatory frameworks. OPAL Platform facilitates all stages of the advisory process: from a client intake module and risk-profiling tool to (online) client reporting and proactive monitoring. It is the solution for goal-based financial planning and monitoring.

www.ftserussell.com

A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on index innovation and customer partnership applying the highest industry standards and embracing the IOSCO Principles. FTSE Russell is wholly owned by London Stock Exchange Group.

mco.mycomplianceoffice.com

MyComplianceOffice (MCO) provides compliance management software that enables companies around the world to reduce their risk of misconduct. Our powerful platform lets compliance professionals demonstrate they are proactively managing the regulated activities of employees, third-party vendors and other agents of the firm. 

Available as a unified suite or à la carte, our easy-to-use and extensible SaaS-based solutions get clients up and running quickly and cost-efficiently. We’ve built our passion and proficiency for compliance automation into every product, empowering clients of all sizes to maximize technology to minimize conduct risk.

www.patronas.com

PATRONAS Financial Systems GmbH is a trusted partner of the investment management industry. Our mission is the simplification of the trade execution workflow of institutional investors from the investment idea to the booking of the executed order. Our innovative IBOR, Portfolio, Trade Compliance, Order and Risk Management solutions make our customers more efficient, more competitive and more robust. Of course as one of the pioneers of SaaS solutions, all our solutions are available as “Software as a Service” offering.

www.compliancesolutionsstrategies.com

CSS is a global RegTech platform delivering a set of comprehensive and highly-complementary technology-enabled regulatory solutions that serve compliance professionals across the financial services industry.

CSS uniquely brings together innovative technology-driven solutions to support financial services firms navigate a clear and strategic path through the complex and overlapping regulatory requirements they face globally. Our services cover a full range of compliance disciplines spanning regulatory reporting, regulatory data management and distribution, pre- and post-trade monitoring and analytics, and compliance management and best practice. Our comprehensive set of highly-complementary technology-enabled solutions encompass the full range of mandatory regulations and compliance requirements that financial services firms are subject to globally. This includes, but is not limited to, MiFID II, N-PORT and N-CEN, PRIIPs, AIFMD, CPO-PQR, Form ADV, Form PF, N-MFP, Rule 206(4)-7, Rule 38a-1, and Solvency II.

www.crd.com

Charles River serves more than 350 investment firms in 44 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking and pension markets. The Charles River Investment Management Solution (Charles River IMS) automates front- and middle-office investment management functions across all asset classes on a single platform. Delivered as a hosted service, the solution improves data quality and investment professional productivity, controls risk, and lowers technology costs. Charles River IMS supports the entire investment lifecycle, from decision support activities through trading and post-trade settlement, with broad asset class support and integrated compliance management throughout. Charles River IMS combines full order management and execution management capabilities (OEMS). A built-in Investment Book of Record (IBOR) improves efficiency and accuracy for front office users by removing dependence on back-office data feeds. Up-to-date performance measurement and attribution analysis, and integrated risk management and scenario analysis enrich the portfolio management process.

www.sdl-languagesolutions.com

SDL provides software and services to help asset managers create, translate and deliver multilingual content.

We offer a new approach, combining the best of digital content management, machine translation, language technology and service delivery so that you can capitalize on global market opportunities faster than ever before.

www.autorek.com

AutoRek – a specialist financial controls and regulatory reporting software specialist for the financial sector – within which we have the greatest number of deployments in Wealth and Asset Management. The core proposition is to automate the process of creating a golden data source from which reliable management information and regulatory reports can be drawn.

Our approach is flexible, user-friendly, cost efficient and enhances our clients’ management of risk. The software is used to make sense of large volumes of data from multiple systems that cannot deliver the required information reliably in one place. In the asset management community the software is most commonly used for client money reporting purposes and we are now working with two of the largest transfer agencies in the world to deliver a solution to FATCA and CRS. However, whatever the requirement, wherever there are large volumes of data and large numbers of people using Excel to make sense of it, it is highly likely that AutoRek can help to save money, increase accuracy and reduce risk.

www.factset.com

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than 85,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists. We’re proud to have been recognized with multiple awards for our analytical and data-driven and digital solutions and repeatedly ranked as one of Fortune’s 100 Best Companies to Work For and a Best Workplace in the United Kingdom and France.  Learn more at www.factset.com  and follow on Twitter: www.twitter.com/factset.

www.seismic.com

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.