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
Appatura reimagines the concept of content, as a nimble and scalable service—empowering every employee at your business to accelerate the progress of an entire organization at a moment’s notice. Our suite of solutions creates an integrated hub that allows organizations to break down and transform content as atomic components and reassemble them as needed into new, unique, and intelligent assets across the digital and document landscape for legal, marketing and compliance. Fueled by innovation, we measure our success by the success of our clients—making their content challenges our problem to solve. We partner with our clients and empathize with their business challenges and goals, because we understand that content is not just an industry buzzword, but the lifeblood of every organization.
FactSet helps the world’s best investment professionals outperform. For more than 35 years, financial professionals have relied on FactSet’s streamlined solutions and unmatched client support to get their jobs done, better.
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 $1.8 trillion 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 capitalize on new opportunities, strengthen their 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.
ON24 is the leading webinar marketing platform for demand generation, lead qualification and customer engagement. Its award-winning, patented, cloud-based platform enables companies of all sizes to deliver engaging live and on-demand webinars. Providing industry-leading analytics that can be integrated with all leading marketing automation and CRM platforms, ON24 enables marketers to optimize demand generation, enhance lead qualification and accelerate sales pipeline opportunities. More than 1,000 enterprises of all sizes rely on ON24, including IBM, CA Technologies, Merck, JPMorgan Chase, Deloitte, Credit Suisse, Ernst & Young and SAP.
At State Street Global Exchange, we combine actionable insights, analytics and data management solutions to create opportunities that will help generate the most value for our clients across the investment lifecycle. Through our access to vast amounts of data, we deliver new perspectives into risk management and investment strategy and offer solutions that help inform, support and drive our clients’ businesses. Our clients face big challenges. Where to look next for growth. How to use the insights from their data. Which functions to outsource. It’s those challenges that inspire our solutions. Tapping into the power of our technology, people, insights and experience, we’re creating new ways to help you reach your goals. It’s what we call “asset intelligence.” And it’s shaping our way ahead.
Our Bronze Sponsors
Headquartered in Brisbane, California, Pramata’s Customer Digitization Platform helps finance, client service, relationship management, operations and corporate strategy leaders at Asset Management and Financial Services firms unlock vital information about their institutional client and partner relationships. Pramata’s unique program specializes in extracting, analysing and synthesizing the essential, yet complex, data buried inside of contracts, commercial agreements and other governing data sources and converts this information into actionable, consumable intelligence for execution teams to capitalize upon Many of the world’s largest firms have chosen Pramata’s innovative and highly sophisticated platform to drive profitability and growth strategies, reduce revenue leakage and compliance risk and improve overall client lifecycle performance. Follow us on Twitter @PramataCorp.
Our Exhibitor Sponsors
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.
Fidelity Corporate Actions Solutionshttps://fidelityinstitutional.fidelity.com/app/item/RD_13569_43544/fidelity-corporate-actions-solutions.html
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.
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.
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.
STP Investment Serviceshttps://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.
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.
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.