clearwater-analytics.com

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of their investment portfolio data with a world-class product and client-centric servicing. Clearwater also offers a full complement of middle- and back-office solutions like trade confirm/affirm, client billing, composite management, client statements, and more. Since its founding in 2004, Clearwater has provided a cloud-native solution that helps investors make the most of their data. Every day, investment professionals in more than 25 countries trust Clearwater to deliver timely, validated investment data and in-depth reporting.

www.xenomorph.com

Xenomorph provides trusted data management solutions to many of the world’s leading financial institutions. The company has more than two decades’ experience managing large volumes of complex data and analytics. Over that time, we have consistently reinvested in our technology, culminating in our latest generation enterprise data management platform TimeScape EDM+.

Our software is built to be future-proof. With our rules-based single-stack architecture, flexible data model, easily configurable workflow engine and integrated feature updates, TimeScape EDM+ empowers you to address any future requirements. It can be operated by business users without any prior programming expertise, which means it offers a truly agile and cost effective solution to address evolving business, regulatory and technology trends. The platform also excels at managing and validating model-derived data, thereby enabling firms to address their model risk management challenges by making sure inputs and outputs of business critical models are always validated and kept in sync.

www.simcorpcoric.com

SimCorp Coric is a market-leading provider of award-winning solutions for digital client communications and reporting.
The SimCorp Coric platform helps investment managers communicate better with their clients. It gathers data from multiple sources and seamlessly delivers it through the distribution channels clients now expect. The platform underpins three modules: SimCorp Coric Engage, SimCorp Coric Client Reporting and SimCorp Coric Sales Enablement.

SimCorp Coric Engage is an intuitive and engaging online portal that allows investors and other interested parties anytime anywhere access to portfolio performance.
SimCorp Coric Client Reporting is a tool to simplify operations and enable business teams to efficiently manage the investment reporting process.
SimCorp Coric Sales Enablement manages the generation of presentations, pitchbooks and marketing materials ensuring compliance, consistency and efficiency.

Whether you are producing monthly or quarterly reports, fund fact sheets, or client presentations, SimCorp Coric provides you a consolidated data source so you can produce multiple document types from a single, scalable platform. No more embarrassing data discrepancies or mismatched branded materials. With SimCorp Coric, you can be confident that all your materials have a consistent look-and-feel and accurate information.

SimCorp Coric is trusted for more than $10 trillion of global client reporting, with over 60 buy-side organisations worldwide using SimCorp Coric for their client communications and reporting needs.

www.bigtincan.com

Bigtincan (ASX:BTH) is the global leader of AI-powered sales enablement automation. Bigtincan just recently acquired XINN, the proven leader in data-driven automation for institutional and wealth management firms. XINN recently introduced a game-changing set of capabilities for the setup and administration of automation templates, historically the industry’s biggest challenge with automation. Together, the integrated Bigtincan and XINN solution enables organizations to automatically generate personalized, real-time, and compliant client materials in seconds from any device with the added ability to digitally engage in a breakthrough presentation and sharing experience rich with interactive data visualizations and multimedia content. The combined automation and engagement leads to valuable insights to drive downstream intelligent workflows and learning. To discover more about the Bigtincan platform, please visit www.bigtincan.com or follow @bigtincan on Twitter.

www.sionicglobal.com

Sionic is a global consulting firm. Our focus is on change and we specialise in a unique blend of business and people performance. From our bases across America, Europe and Asia we serve corporate and investment banks; clearing houses and exchanges; asset and wealth managers, private banks, private equity, hedge and fund administrators; insurers and re-insurers.

Our specialist expertise covers asset management; client relationship and onboarding; data; finance and fund administration; financial crime and compliance; front office business lines; group risk and capital; learning and development; operations; regulatory change, compliance and control; technology; transformation; wealth management and private banking.

www.meradia.com

Meradia specializes in strategic advisory and implementation services for the investment management industry. Since 1997 Meradia has provided independent, pragmatic consulting services that transform investment management processes, analytics and reporting. We align front, middle, and back office operations and technical platforms with your business’s direction and vision.

Our consultants bring an average of 25 years of industry expertise and perspectives to target our clients’ needs and to provide complete solutions. Our portfolio includes institutional asset managers and OCIO, wealth, trust, banking, and insurance companies, seven of the top 10 global asset managers, and six of the top 10 banks.

www.smonik.com

Founded in 2010, Smonik Systems LLC is a financial software and consulting firm that specializes in providing innovative solutions to Investment firms and Fund Administrators. We work with firms that are looking to reduce operating costs and improve efficiencies within their back office operations. By coupling our deep financial industry experience with our state-of-the-art technology platform we are able to help clients transform the way they gather, manage, distribute and communicate information both internally and externally.

stpis.com

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.

www.reformis.com

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.

seismic.com

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. 

www.factset.com

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.

www.seismic.com

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.