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.
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.
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.
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.
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™.
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.
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.
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.
Founded in 1995, Eze Castle Integration is a global managed service provider delivering strategic technology solutions and complete managed IT services to the alternative investment management industry.
With over 660 clients around the globe, we deliver complete cloud solutions, premier IT services and cybersecurity protections encased in award-winning client service and IT support.
With offices across London, the United States, Hong Kong and Singapore, we provide localised service on a global scale.
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.
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
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.
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.
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.
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.
Owlin, a fast-growing AI Fintech from Amsterdam, offers a solution that helps risk managers to monitor risk proactively, continuously and in real-time, by tapping into more than 3 million global web sources. Using Natural Language Processing and Machine Learning, Owlin significantly boosts visibility and transparency of the portfolio while highlighting early warning signals.
With its impressive client base, it supports Risk executives at banks, pension funds, payment facilitators and rating agencies with AI-driven decision-making and capturing risk signals in a timely manner.
Factbook offers the most flexible and efficient range of automated data management and fund reporting solutions currently available in the marketplace. Our aim is to ensure your investment reporting is always of the highest quality, is consistently accurate and is always delivered on time, regardless of the combination of formats or the volumes involved.
From Client Reports through to Factsheets and Pitchbooks, Factbook’s solutions are custom built to achieve a single goal. They use sophisticated automation to make your reporting teams more effective and more efficient.
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
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.
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.
Savvy Investor is the world’s leading platform for white paper distribution. Each month, around 32,000 white papers are downloaded from the site.
Quality of site membership is very high, as membership is restricted to investment professionals; institutional investors and their service providers. The vast majority of members work for either asset management firms, pension funds or investment consultants.
Savvy Investor works in partnership with asset managers, index providers and other organisations to promote their papers, to affirm their ‘thought-leadership’ credentials and to generate quality leads.
Asset Servicing Times is the go-to industry resource for free news, views and opinions on securities services and asset servicing.
The fortnightly publication and accompanying website—the only free-to-read asset servicing resources around—keep you abreast of everything to do with custody, fund administration and fintech in easy-to-digest issues that inform, educate and explain, at no cost to you.
The website also provides the latest information on asset servicing events around the world.
The Alternative Investment Management Association (AIMA) is the global representative of the alternative investment industry, with more than 2,000 corporate members in over 60 countries. AIMA’s fund manager members collectively manage more than $2 trillion in hedge fund or private credit assets.
AIMA draws upon the expertise and diversity of its membership to provide leadership in industry initiatives such as advocacy, policy and regulatory engagement, educational programmes and sound practice guides. AIMA works to raise media and public awareness of the value of the industry. AIMA set up the Alternative Credit Council (ACC) to help firms focused in the private credit and direct lending space.
The ACC currently represents over 170 members that manage $400 billion of private credit assets globally. AIMA is committed to developing skills and education standards and is a co-founder of the Chartered Alternative Investment Analyst designation (CAIA) – the first and only specialised educational standard for alternative investment specialists. AIMA is governed by its Council (Board of Directors).
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.
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.
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.
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.
Foxon Media create leading events for financial services, helping investment managers and more to collaborate and drive the industry forward.
