Our Platinum Sponsors
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.
Our Gold Sponsors
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.
Cashfac is a global leader in back office, cash management, client money and virtual account management solutions for wealth and asset managers and Non-Banking Financial Institutions.
The Cashfac accounting and Virtual Bank Technology (VBT) platform integrates your back office with your bank, allowing for real-time settlement and clearance of transactions and robust compliance aligned with CASS rules. It is one of the world’s most deployed Virtual Accounts solutions and relied upon by our global customer base to improve productivity and provide risk and management reporting, automation, control and compliance.
Our Silver Sponsors
Clearwater Analytics® is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for investment managers, corporate treasuries, and insurance companies. Clearwater aggregates, reconciles, and reports on more than $2.2 trillion (USD) in assets across thousands of accounts daily. For more than a decade, Clearwater’s best-in-class technology and client services have enabled firms to capitalise on new opportunities, strengthen existing client relationships, and streamline their internal processes. Clearwater is committed to continuous improvement and encourages investment managers to rethink how they approach their investment accounting and reporting operational challenges.
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.
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.
At Scott Logic, we design and build software that transforms the performance of some of the world’s biggest and most demanding financial services and asset management organisations.
We are a UK-based consultancy, employing over 300 experienced consultants, and servicing clients across the globe. We combine innovation, experience and pragmatism to deliver measurable results with every project.
We understand that each client wants to leverage bespoke technology solutions to demonstrate their differentiators in a competitive marketplace. Whether we are partnering to help enhance customer experience, improve operational processes through enhanced data management, or respond to the most up to date RegTech requirements, Scott Logic consultants use their deep technical and domain experience to deliver market-leading software.
We favour using Agile and DevOps delivery processes wherever possible, which enables speed to market and fast return on investment.
Our Bronze Sponsors
Axioma is a leading provider of enterprise risk management, portfolio construction, and risk and regulatory reporting solutions that offer incomparable insights into the constantly evolving state of risk. Financial institutions worldwide rely on Axioma’s sophisticated suite of tools and flexible open platform technology to unify the view of risk across front, middle and back office functions, helping to drive efficiency and bring transparency to performance. Axioma has received numerous accolades for its innovative technology, which serves as the centerpiece of its clients’ risk management strategy. Axioma is headquartered in New York, with offices throughout Europe and Asia-Pacific.
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.
CUSIP® is the universally accepted standard for uniquely classifying financial instruments across institutions and exchanges worldwide. The CUSIP system provides identification and descriptive information for over 10 million financial instruments supporting all phases of securities processing and analysis. From the front-office to the back-office, financial professionals rely on the origin and accuracy of CUSIP information to run their businesses smoothly and reliably.
Founded in 1995, Eze Castle Integration is the global leader in strategic technology solutions and complete managed IT services for the professional services industry. With over 660 clients around the globe, we deliver premier managed services for on-premise, complete cloud solutions as well as cybersecurity. Then we encase these complete solutions with award-winning client service and IT support.
With offices across London, the United States, Hong Kong and Singapore, we provide localised, personalised service on a global scale. Learn more at www.eci.com or by calling 0207 071 6802.
Our Panel Sponsors
White Marble is a London-based marketing consultancy set up and managed by previous heads of marketing from leading investment houses. White Marble offer a distinct service to our asset management clients; providing access to deeply knowledgeable and experienced marketing resource, as and when needed. This keeps headcount stable and also enables asset managers to bulk up their marketing team ‘on demand’, aligned to their business and marketing objectives.
We are dedicated to marketing excellence and best practice. We believe that our service levels, client understanding, flexible solutions and cultural values, mean White Marble offer something unique within our industry.
Our Demo Sponsors
Legtech, Your legal software company, helps Asset management Companies, Asset Servicers and Investment Banks to face their challenges around the regulation and contract issues.
Legtech’s functional expertise ensures turnkey tailored solutions to your needs as electronic storage for documents and contracts, contract assistant manager, contract life cycle solution, workflow solution, electronic signature.
Legstack designed by Legtech covers the whole contractual operational chain and allow you to take profit of data extracted.
Legtech brings happiness to your team.
With offices in Dublin, London and New York, Governor Software Ltd supports senior risk and compliance executives at financial institutions, maintain governance and oversight, through clear visualisation of their regulatory obligations and risk appetite.
Founded in 2015 by CEO Richard Pike, the Governor Software team have first-hand experience of the production and oversight of governance information within financial institutions. Empowered with this unique knowledge,
Governor Software have taken a fresh approach to addressing these challenges; using visualisation technology to efficiently tackle the issues associated with governance and oversight in their entirety.
Governor Software believe the opportunity for compliance and risk professionals to make governance and oversight a more robust and effective process is significant.
Nephelai assists financial institutions in their search to control transaction costs and reach operational excellence.
Our artificial intelligence alerts Front and Operations of potential anomalies on transactions to drastically reduce consequences of booking errors, such as time spent looking for them and then correcting them, financial losses, counterparty claims and regulatory fines.We assist Front Office users during order/transaction entry, prioritize the validation work of the middle office and complement existing STP controls to capture errors which are not being detected today.
Nephelai is integrated within your ecosystem in a few weeks to detect more than 80% of booking errors, sparing the time of your Front and Middle Office, reducing your operational risk and helping you comply with regulations (EMIR, MIFID II). The founding team of Nephelai consists of 5 associates with complementary skills, combining over 35 years of experience in the financial software industry. Our solution is live at an Asset Manager since October 2018 (€77bn AuM) where we detect more than 80% of booking errors with 85% precision rate.
Our Exhibitor Sponsors
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.
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.
FE is a leading provider of investment data, ratings and research, to the investment management industry. We use our expertise to help our clients unlock the potential in their data, and connect and communicate more effectively with their customers, whilst ensuring regulatory compliance and transparency. This in turn helps the industry make better informed and superior investment decisions.
Founded in 1996, FE is a private company with a strong presence in the UK, Europe, and the Asia Pacific.
Quartal Financial Solutions – established market leader for revenue, expense, fee and commission management providing automated workflow solutions to achieve service excellence through transparency, revenue growth and significant cost savings. Exclusively focused on the financial services industry providing complex calculation, payment and invoicing, sophisticated reconciliation, budgeting, expense, contract management and high-end reporting to leading asset managers, securities services providers, fund administrators, transfer agents and banks worldwide.
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.
SimCorp is the world’s leading provider of integrated investment management solutions. We offer the only truly integrated front-to-back investment management system. SimCorp Dimension® gives you a real-time overview of your entire business in one system, enabling you to make better investment decisions. Whether deployed on premise or as an ASP solution, we can support your entire investment value chain and range of instruments.
Every year, we invest more than 20% of our annual revenue in R&D, helping our clients stay ahead of ever-changing industry demands. Listed on NASDAQ Copenhagen, we are a global company, with regional offices across Europe, North America, and Asia Pacific.
We work closely with our 180+ clients around the world including asset managers, fund managers, asset servicers, pension funds, insurance funds, wealth managers, and sovereign wealth funds, helping them to manage over USD 19 trillion in assets under management on our investment management system. 46% of the world’s top 100 asset managers are currently using our solutions.
We are a marketing and communications firm focused on financial services, bringing specialist knowledge and technical expertise to help clients message effectively.
We can bring a truly integrated approach to content, design, branding and marketing. We are experts at digital and traditional media relations, based on a strong understanding of client audiences. We are a specialist international team, operating from hubs in London and New York with partners in Dubai, Hamburg, Hong Kong, Madrid, Milan, Paris, Shanghai and Sydney.
Our Media Partners
Launched in 2001, Eurekahedge has a proven track record spanning over 16 years as the world’s largest independent data provider and alternative research firm specialising in global hedge fund databases and research. Headquartered in Singapore with offices in New York and Philippines, the global expertise of our research team constantly adapts to industry changes, allowing Eurekahedge to develop and offer a wide array of products and services. In addition to market-leading hedge fund databases, Eurekahedge’s other business functions include hedge fund research publications, due diligence services, investor services, analytical platforms and risk management tools.
Savvy Investor is the world’s leading knowledge network for institutional investors and their service providers. Savvy Investor curates the best investment white papers from around the globe, dividing them into 50 topics including Institutional Asset Management and Regulation and Compliance. We also have a global investment conferences directory.
Upon registration, members select the topics they are most interested in, which ensures all of our 33,000 members receive a personalised and unique experience. Register for free on our website.
Asset Servicing Times is the go-to industry resource for free news, views and opinion 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, and advertises the key jobs available in this industry as they become available.
Get the Fresh Lowdown on Alternative-Investment Activities
Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself — sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial on our website, or call 201-659-1700.
CIO Applications Europe has fast culminated into the most sought-after magazine Pan-Europe as it has transformed its course hand-in-hand with the technology and has culminated into a leading media brand,
with a unique editorial focus on bringing to light the core innovations in technology.
CIO Applications Europe magazine stands out with its unique approach of learning from peers approach offering professionals the most comprehensive collection of technology trends.
The magazine is the single most successful initiative Pan-Europe to advice and guide decision makers regarding the latest in the fast-evolving technology landscape.
We are determined to propose a myriad of additional services that can improve businesses and help customers deal with issues related to this industry.
Investment & Pensions Europe is the monthly magazine for those running pension funds in Europe. Since our first issue in 1997, we have built an influential position within the European institutional investor community, and the publication has an average monthly circulation of 10,311 copies, of which 70% is in Continental Europe.
FinTech Futures is a digital publishing platform for the worldwide fintech community – from the industry veterans to those just entering the space, and everyone in-between!
We provide daily news, in-depth analysis and expert commentary across a comprehensive range of areas: FinTech, BankingTech, PayTech, RegTech, WealthTech, LendTech, InsurTech
Our broad readership and solid reputation, combined with in-depth coverage across fintech on a worldwide scale, makes us the leading resource for technology buyers, sellers, developers, integrators and other specialists across the sector.
Our website attracts 520,000+ monthly page views and our daily newsletter is delivered to over 42,000 key decision-makers in the financial services and technology sectors. The brand is active across the key B2B social media platforms, with over 37,000 followers on Twitter @FinTech_Futures and over 2,100+ members in the LinkedIn group.
The Alternative Investment Management Association (AIMA) is the global representative of the alternative investment industry, with more than 1,900 corporate members in over 60 countries. AIMA’s fund manager members collectively manage more than $2 trillion in 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 100 members that manage $350 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). For further information, please visit AIMA’s website, www.aima.org.
Fintech Finance works with prominent executives in the industry to provide key decision-makers globally within the foremost financial services organizations with consistent and accurate intelligence on emerging trends, breakthrough technologies and stimulating developments, helping them to make informed decisions. At Fintech Finance, we produce monthly video episodes looking at range of topics within financial services, as well as attending some of the most prominent events within the sector. Follow us on Twitter @FintechF