InvestOps USA 2020

November 16 - 18, 2020



Interested in joining this list of Sponsors?

2020 Sponsors


Arcesium is a technology and tech-enabled services company. We deliver solutions to front-, middle-, and back-office teams at some of the world’s most sophisticated institutional asset managers, hedge funds, asset allocators, and banks. Through a combination of advanced automation, innovative data management tools, and anomaly-resolution workflows, Arcesium’s goal is to... 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 the global leader in risk-data management and regulatory-reporting solutions. Leveraging more than 25 years’ experience worldwide. Its client base spans regional and global financial institutions with more than $43 trillion in total assets and investment managers with more than $9 trillion in assets under management; representing more than... 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


Broadridge Financial Solutions, Inc., a $4 billion global Fintech leader and a part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. With over 50 years of experience, Broadridge provides an important infrastructure that... Read More

Brown Brothers Harriman

Brown Brothers Harriman (BBH) is a privately owned and managed financial services firm that has been a solutions provider and thought leader for over 200 years. We work with the most sophisticated asset managers and financial institutions in the world to give them a competitive edge. We believe there is... 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 worldwide,... Read More

Cassini Systems

Cassini Systems is the award-winning derivatives margin analytical platform; providing an analytics backbone from pre-trade to end of day. Cassini users can calculate any margin on any asset – cleared, uncleared, OTC or ETD -, Analyse drivers and movement in margin exposure and reduce IM levels and maximize margin efficiency... 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

Clearwater Analytics

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 in assets across thousands of accounts daily. For more than a decade, Clearwater’s best-in-class technology and client... Read More

CME Group

TriOptima is the leading multilateral compression provider that lowers costs and mitigates risk in OTC derivatives markets, and is now part of CME Group. As the world's leading and most diverse derivatives marketplace, CME Group ( enables clients to trade futures, options, cash and OTC markets, optimize portfolios, and analyze... 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 firm.CuriumEDM... 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


Enfusion helps over 4,000 funds transform their business by combining software, services and analytics on one platform with one golden dataset. We unite trading, compliance, positions, accounting and strategic analytics to deliver consistent control for global financial management. We allow every single team member to leverage the same insight, in... Read More


Fascet LLC is a leading provider of innovative data management solutions, hybrid cloud services, and professional services to investment managers, custodians, and fund administrators. Communicator, our flagship data management solution, helps investment managers scale their middle and back office operations with next-generation monitoring and control capabilities.  Fascet's client base exceeds... 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 real-time portfolio operations and reporting system that offers front, middle and back office services for investment managers and is the flagship product of Objecutive, a technology company in the financial services industry. Fund-Studio is web-based and provided as a software-as-a-service. Fund-Studio includes trade allocation, pre-trade compliance, real-time... Read More


GlobeTax is the leading provider of withholding tax relief and recovery services for financial institutions and their clients, including institutional and high-net worth investors. GlobeTax helps clients maximize investment returns by ensuring that investors receive all legal entitlements from excess cross border withholding tax on dividend and interest payments. The... Read More

IHS Markit

IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to... 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 a privately held company headquartered in Cambridge, Massachusetts (USA), with offices worldwide, and its software products are used daily by millions of people in more than 80 countries. InterSystems technology is the information engine that powers some of the world's most important applications, including 15% of the worlds... 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 Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 20 U.S. states and Washington, D.C., and across 23 locations in... Read More

Olmstead Associates

Olmstead Associates is a leading specialized data centric consulting firm that serves the asset management industry by driving operational transformation. Our Operations, Technology, and Data experts, along with proven methodologies and leading edge tools help asset managers plan for, select, and implement data driven solutions, while lowering project risk. Our... 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. This information is organized from multilateral private counterparties: from when a corporate/pension/trust is engaged and is the ultimate beneficial owner, to asset managers/hedge funds launching a new fund, to brokers and... 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

STP Investment Services

STP Investment Services is a leading global provider of operations, technology and expertise-driven middle and back office solutions for asset management firms, investment managers, banks, funds, plan sponsors, alternative funds, and other financial institutions. Our comprehensive Managed Services and BPO capabilities give firms the ability to emphasize key business objectives... Read More


Taskize is the inter-bank problem solving network for operations that is replacing the tyranny of email and phone as the new digital client service channel across financial services. Taskize provides a standard way of engaging with your clients, counterparts, outsourcers and colleagues for post-trade issue resolution.  For the first time,... 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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