OneTrust GRC enables risk, compliance and audit professionals to identify, measure, and remediate risk across their business to comply with internal rules and external regulations. With OneTrust GRC, companies can seamlessly integrate risk management into their day to day activities.
OneTrust GRC is a part of OneTrust, the #1 most widely used privacy, security and third-party risk platform trusted by more than 4,000 customers and powered by 60 awarded patents. OneTrust GRC seamlessly integrates with the entire OneTrust platform, including, OneTrust Privacy, OneTrust Vendorpedia™, OneTrust DataGuidance™, and OneTrust PreferenceChoice™.
ComplySci is a leading provider of regulatory technology solutions that help compliance professionals identify, manage and report on employee conflicts of interests and compliance risk activities, including personal trading, political contributions, and other violations. Founded in 2003, ComplySci is a pioneer in the development of automated compliance management solutions and is trusted today by over 1,100 customers, including some of the world’s largest financial institutions.
ComplySci is backed by Vista Equity Partners, a leading investment firm that exclusively invests in enterprise software, data and technology-enabled organizations led by world-class management teams
The world’s leading provider of integrated investment management solutions.
We provide the most integrated system for the world’s most successful investment managers, giving you a real-time overview of your entire business in one system.
Founded in 1971, SimCorp has many years of experience in developing state-of-the-art software for top-tier investment managers. We are an independent, publicly traded entity headquartered in Copenhagen, Denmark, listed on NASDAQ Copenhagen.
Worksmart have built their reputation by supporting the UK’s leading financial service businesses through the challenges of regulatory compliance. From Training & Competence to Quality Assurance, SM&CR to Complaints Management we enable smarter business responses.
Whether we are working with an SME or a large corporation, our software creates business improvements that also meet the demands of regulatory change. Worksmart products are simple to configure, easy to implement and will help streamline your business processes.
We are Cashfac: a global provider of back office operational cash management software, including the world’s most deployed virtual accounts solution.
Delivered both through our bank partners and direct-to-customer, we help hundreds of organisations improve the productivity, visibility, automation and regulatory compliance of their cash management operations.
Bigtincan is a leading provider of Sales Enablement Automation software that is used by hundreds of global organizations.
Since our inception in 2011, Bigtincan has grown from our early beginnings in Sydney, Australia into a global software solution provider with core operations in Sydney, global go-to-market headquarters in Boston, Massachusetts and sales and support resources in London, Israel, Tokyo, Los Angeles, Singapore and Glasgow.
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.
Saffron IOS is a cutting-edge application for mandate onboarding and fund launches.
Saffron IOS is designed to deliver controllable, auditable and scalable mandate onboarding and fund launch processes to institutional asset managers and asset servicers.
The solution empowers diverse teams to reduce the time taken and risks associated with new funds and mandates, via an automated process featuring real-time monitoring.
The success of our product is deeply embedded in our key differentiators: cutting-edge workflow technology and deep understanding of the institutional asset management arena.
Kurtosys empowers financial services firms to create powerful investor experiences and lasting customer relationships through efficient automation of key sales, marketing and customer service processes.
Our end-to-end digital experience platform (DXP) enables firms to create, manage, publish and optimize all their financial data, documents, websites and content in a secure, compliant environment.
As a result, it is trusted by the world’s leading investment brands to mitigate their risks and reduce their costs while providing the agility to ensure they are first to market.
Powerful, fast investor experiences built at scale.
Real growth. Realized.
FE fundinfo facilitates better, more efficient investing by connecting fund managers and fund distributors and enabling them to share and act on trusted, insightful information.
We provide the data, tools, infrastructure and expertise required to research, distribute, market and invest in funds and model portfolios – maximising efficiencies for asset managers and fund distributors through our unique cloud platform.
We believe there are two things that make us stand out from the crowd – our data quality and coverage and our unique place within the investment industry.
Our business is based on the three core pillars of Trust, Connectivity and Innovation. Together, they are the essence of our vision.
OneTrust is the largest and most widely used technology platform to operationalize privacy, security and third-party risk management. According The Forrester New Wave™: GDPR and Privacy Management Software, Q4 2018, OneTrust “leads the pack for vision and execution.” Additionally, Fast Company named OneTrust as one of 2019’s World’s Most Innovative Companies.
More than 2,500 customers use OneTrust to implement their privacy, security and third-party risk programs, automatically generating the specific record keeping needed to demonstrate compliance with privacy regulations including the GDPR, California Consumer Privacy Act, Brazil LGPD, and hundreds of the world’s privacy laws.
At PwC, our purpose is to build trust in society and solve important problems. It is this focus which informs the services we provide and the decisions we make.
Demonstrating genuine leadership is more important to us than size or short-term revenue growth.
To achieve our aim to be recognised as the ‘the leading professional services firm’ we must be innovative, responsible and attract outstanding people.
With drive and passion for continuous innovation, RiskFirst has launched exciting new solutions targeted at assisting the institutional investment market, particularly endowments and foundations, and the front-office of investment managers.
Our products cover risk, investments and liabilities. Core to our ethos is ensuring all of our products have an eye on the “ultimate goal”, the asset owner’s true objective. This harks back to our heritage of producing technology for asset owners and continues to prove of great value to consultants and asset managers, providing the unique ability to bring together all of those parties engaged in the process.
AQMetrics is B2B Software-as-a-Service (SaaS) company, providing regulatory reporting, compliance and risk solutions to asset service providers and investment managers. Our knowledge is embedded in a regulatory compliance platform that ensures long term customer success.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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