Broadridge, a global fintech leader with over $8 billion in market capitalization, provides communications, technology, data and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth.
AxiomSL is the leading global provider of regulatory reporting and risk management solutions for banks, asset managers and insurers. It empowers clients with the tools they need to manage their financial, risk and operational requirements, and to comply with regulatory calculation and disclosure mandates around the world.
All of AxiomSL’s solutions are built on the same adaptable, high-performance platform. This gives clients a unique opportunity to reduce the cost and complexity of compliance by using one platform to manage all of their requirements globally. AxiomSL’s solutions are fully supported and are upgraded when rules and templates change. The unparalleled transparency offered by AxiomSL gives users the ability to drill down from the reports they produce to the calculations and source data they have used.
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.
Archer enables investment managers to achieve strategic goals by expanding their brand with new products and channels. Archer’s proven solution includes a secure cloud-based platform that modernizes and simplifies the investment management process, coupled with customized outsourcing solutions. Outsourcing options include trade administration, investment accounting, performance measurement, composite management, billing and client reporting. This total solution approach empowers managers to control costs, gain product flexibility and speed time to market. Archer has helped managers achieve their goals across the product spectrum, including institutional, private wealth and retail managers.
OTC Fin is a Fintech company which provides risk data management technology solutions for data collection and organization, quality checks, risk calculation and stress testing for different financial assets to produce reports in various formats according to our clients’ needs. In addition to centralizing the high quality of data and ensuring the transparency, OTCFin systems and expertise enable to meet the increasing requirements of investors, managers and regulatory agencies such as Solvency2, PRIIPS, MIFID, Basel, Opera, AIFMD. A data accelerator/optimizer and system integrator to save time and resources. OTC Fin works closely with clients to identify and develop tailored risk and portfolio management methodologies and implement them on its PATOne platform. The company has offices in New York, Barcelona, New Delhi and representatives in London, Paris and Rome.
STP Investment Services (STP) is a capital markets focused service organization specializing in middle and back office investment operations outsourcing, fund services, reporting & data management, global development/support and innovative software solutions for investment management firms. We offer a collaborative partnership to our clients providing scalable and transparent middle and back office solutions to investment managers. Clients are able to focus on their core business objectives by partnering with STP and leveraging our uncompromising commitment to service via our people, process, and technology platform.
ReformIS is an investment management focused consultancy, delivering business and IT services to asset management and hedge fund clients. With offices in London, New York City, Boston and a growing presence in APAC. ReformIS specializes in, but is not limited to, vendor selection, project management, business analysis and the implementation of front office systems, data management and client reporting solutions. Whether working on enterprise-wide strategic change programs with long term business partners, or conducting short term tactical reviews, ReformIS consultants deliver expertise, value and quality.
NeoXam is a leading financial software company, delivering comprehensive enterprise data management, compliance, portfolio management solutions and services to many of the leading Global Asset Management in 25 countries worldwide. NeoXam is committed to its 155 global clients’ success. NeoXam delivers reliable and scalable solutions, processing more than $14 trillion worth of assets per day and serving over 10,000 users. Through its combined talents and transparent approach, NeoXam helps buy- and sell-side players address the continuous changes in the financial market industry, to grow and better serve their clients. NeoXam relies on 450+ staff with offices in Paris, Frankfurt, Luxembourg, Zurich, Geneva, Milan, New York, Boston, Hong Kong, Shanghai, Beijing, Singapore, Tunis and Cape Town.
Fidelity Corporate Actions Solutions is a trusted source for global corporate actions data and workflow tools that streamline activities across the lifecycle of an event and give clients the confidence they need to effectively process this time-sensitive information. We are a Fidelity Investments company and focus on quality, service excellence, and continual investment to meet the evolving needs of the clients we serve around the globe. We are also a service provider to many business units within Fidelity.
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.