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.
StatPro is a global provider of award winning portfolio analytics solutions for the investment community. Our cloud-based platforms provide vital calculations and analysis of portfolio performance, attribution, risk and compliance. Thousands of investment professionals use our services directly or through a fund administrator or partner to perform advanced portfolio analysis, data management, reporting and online distribution every day.
With over 20 years’ experience and industry expertise, we believe portfolio analytics should add value, insight and competitive advantage while being flexible, scalable and cost effective. Our integrated and global data coverage includes over 3.2 million securities such as equities, bonds, mutual funds, FX rates, futures, options, OTCs, sector classifications and much else besides. We also cover most families of benchmarks including MSCI, FTSE, Russell, NASDAQ and the license free Freedom Index.
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.
Quark Software Inc. develops a content automation platform that helps large organisations streamline the creation, management, publishing and delivery of business-critical content. Our solutions automate the process with reusable Smart Content components that can be dynamically assembled and delivered with precision in any format and to any channel — web, tablet, mobile, print, and more. As a result, leaders in industries such as finance, manufacturing, energy, and government can reduce costs, save time, improve consistency and make their content brilliant.
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.
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.
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.
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.
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.