InvestOps USA 2020

November 16 - 18, 2020



Interested in joining this list of Sponsors?

2020 Sponsors

RBC Investor & Treasury Services

RBC Investor & Treasury Services (RBC I&TS) is a specialist provider of asset services, custody, payments and treasury services for financial and other institutional investors worldwide, with over 4,000 employees in 17 countries across North America, Europe, Asia and Australia. We deliver services which safeguard client assets, underpinned by client-centric... Read More


Archer provides a complete middle-to-back office solution that allows investment managers to focus on growth. With technology-enabled operations and integrated managed data services, Archer helps managers broaden their product offerings and scale new business effortlessly, fueling growth into new strategies and distribution opportunities including model delivery and sponsored platform participation.... Read More


AxiomSL is a global leader in risk analytics, data-management, and regulatory-reporting solutions. Leveraging more than 25 years’ experience, AxiomSL combines its deep industry experience and intelligent data-management platform to deliver solutions and services encompassing: financial regulations, capital risk, credit risk, liquidity risk, ownership, trade & transactions and tax reporting. The... Read More

BNY Mellon Data and Analytics Solutions

BNY Mellon Data and Analytics Solutions combines the capabilities and resources of the Eagle product suite, Intermediary Analytics, and other BNY Mellon technology and data assets to build client-centric data, technology, and content solutions. With the Eagle software suite as a foundation, Data and Analytics Solutions equips you with the... Read More


Calypso Technology, Inc. is a leading provider of cross-asset, front-to-back technology solutions for financial markets. Calypso software and Cloud services support trading, risk management,collateral, processing, accounting and compliance needs in a uniquely integrated platform, bringing simplicity and cost efficiency to address today’s business and regulatory imperatives. With over 35,000 users... Read More

Charles River Development

Investment firms, asset owners, wealth managers, hedge funds and insurers in more than 30 countries rely on Charles River’s front and middle office investment management platform to manage more than US$30 Trillion in assets. Together with State Street’s middle and back office capabilities, Charles River’s software technology forms the foundation... Read More


Since 1986, we’ve solved complex technology and operations challenges for the investment management industry. With a team of over 100 dedicated consultants in North America and EMEA, we’re committed to working with asset managers and asset servicers globally on projects of every scope. From guiding complete business transformation programs to... Read More


TriOptima TriOptima’s triResolve is the market leader for portfolio reconciliation, collateral management and reporting reconciliation. TriOptima’s triReduce service is the leading multilateral compression provider that lowers costs and mitigates risk in OTC derivatives markets. TriOptima is now part of CME Group. As the world's leading and most diverse derivatives marketplace,... Read More

Curium Data Systems

Curium Data Systems is a fast-growing technology provider that works exclusively within data management for financial services companies. Curium solutions are an evolution from the traditional data management applications - easier to implement, maintain and operate and designed to sit at the heart of the Business Operations groups within the... Read More


DataMotion helps financial services and insurance organizations reduce the cost and complexity of exchanging regulated information between employees, customers and partners in a secure and compliant way. Perfect for digital transformation and customer experience initiatives, DataMotion software solutions for secure messaging, email, file exchange and webforms simplify the online exchange... Read More

Electra Information Systems

Electra provides award-winning post-trade operations workflow solutions and managed services for reconciliation, data aggregation, trade matching, settlement and fee billing to global institutional buy-side firms. Asset managers, hedge funds, fund administrators and outsourced service providers use Electra solutions across their middle and back offices to reduce and manage risk, improve... Read More


Fenergo is the industry No.1 provider of Client Lifecycle Management (CLM) software solutions for financial institutions spanning capital markets and investment banking, commercial, business and retail banking, private banking and wealth management, and asset management. Fenergo CLM is an end-to-end platform that transforms how sell-side banks and buy-side firms manage... Read More


FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities and domain expertise, FIS serves more than 20,000 clients in over... Read More


Tegra118 is driven by a single purpose: to build the future of wealth technology. As an industry leader for over three decades, we partner closely with our clients to deliver solutions that are relevant to their needs, today and tomorrow. Our unique perspective, informed by both deep industry expertise and... Read More


Fund Studio is a software and services based middle-office solution for buy-side firms that directly trade in financial instruments. Our market leading cloud-based technology and expert-level middle-office services provide managers with the ideal mix that’s right for their operational model, so that they can focus on performance and growth. Fund-Studio... Read More


IMTC strives to be the most compelling investment management technology platform of the 21st century. The business offers cutting-edge, cloud-native software, enabling financial professionals to save time and generate alpha by enhancing operational and technological processes. IMTC’s best-in-class NOVA platform provides buy-side firms with analytics and investment management solutions spanning... Read More


INDATA is a leading specialized provider of software, technology and managed services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting, data aggregation & BI Reporting and front-to-back office delivered via iPM Portfolio Architect AI™, the industry’s first fully SaaS-based OMS, portfolio construction, modeling, rebalancing and BI reporting... Read More


InterSystems is the information engine that powers some of the world's most important applications in financial services and other industry sectors where lives and livelihoods are at stake. InterSystems software is deployed in production applications at more than half of the top banks worldwide. InterSystems is privately held company headquartered... Read More

JDX Consulting

Formed in 2012, JDX had a vision to create a global consulting firm inspired by entrepreneurship and a unique culture. An intelligent, outcomes-focused, business partner committed to delivering exceptional client satisfaction, JDX provides valuable, strategic, technology and operational consulting services. With a history of proven solution delivery, JDX is a... Read More


Linedata Asset Management offers a robust, configurable platform of software, data and services that enable our wealth, institutional and alternative clients to grow, operate efficiently, manage change and provide excellent service to their own clients and stakeholders.   We provide a flexible, modular approach to the challenges of the investment... Read More


Financial services organizations around the world face increasing pressure to transform legacy businesses to optimize operations, better manage risk and compliance, improve customer engagement and grow market share. Data integration is one of the most complex IT challenges and the MarkLogic Data Hub Platform simplifies it. MarkLogic removes friction at... Read More


NeoXam is a leading financial software company, delivering solutions and services for 150+ customers in 25 countries worldwide. NeoXam is committed to its clients’ success: we deliver reliable and scalable solutions, processing more than $14 trillion worth of assets per day and serving over 10,000 users. Through its combined talents... Read More

Northern Trust

Northern Trust Company Description (About Us) Northern Trust is the premier provider of Whole Office solutions for some of the world’s most successful and complex asset managers and asset owners. We support and service all fund types across multiple domiciles, from traditional ’40 Act mutual funds, to some of the... Read More

Olmstead Associates

Olmstead is a leading specialized data-centric consulting firm, with an exclusive focus on being the go-to consultancy for Asset Manager operational transformation. Olmstead provides consulting expertise to help asset managers plan for, select, and implement solutions, including sales and marketing enablement, client reporting and communications, CRM, distribution & customer intelligence,... Read More


RIMES is an award-winning data management and regulatory technology specialist that truly understands the challenges faced by its customers. It serves nearly 400 asset managers, owners, servicers and banks in 45 countries including 60 of the 100 largest global asset managers and 9 of the 10 largest asset servicers by... Read More


Saphyre is a FinTech startup that exclusively leverages US Patent-Approved AI technology to structure all pre-trade data and documents, not only to speed client onboardings, but creating a golden copy of reference data which ultimately provides trading and post-trade benefits. Saphyre’s platform organizes data and provides end-to-end workflows for multilateral... Read More


SimCorp provides integrated, best-in-class investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers and sovereign wealth funds. Whether deployed on premise or as an ASP solution, its core system, SimCorp Dimension, supports the entire investment value chain and range of... Read More

SmartStream Technologies

SmartStream is a global software and managed services provider that in challenging markets conditions has outpaced its rivals in the financial markets sector, creating an impressive base of more than 1,500 customers. This includes more than 70 of the world’s top 100 banks alongside the world’s leading asset managers, custodians... Read More


SS&C is a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world including European offices in London, Dublin, Amsterdam and Luxembourg. Some 13,000 financial services and healthcare organizations, from the world's... Read More

SS&C Advent

Advent, a business unit of SS&C, is helping over 4,300 investment firms in more than 50 countries – from established global institutions to small start-up practice – to grow their business and thrive. Delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years, we help our clients minimize risk,... Read More


Compagnie Financière Tradition SA is a public limited company with its registered office at 11 Rue de Langallerie, Lausanne. With a presence in 29 countries, the Compagnie Financière Tradition Group is one of the world’s leading interdealer brokers of both financial products (money market products, bonds, interest rate, currency and... Read More

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