InvestOps USA 2021

2021

Online

2019 sponsors

Accenture
Website: https://www.accenture.com/ie-en/consulting-index

Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions – underpinned by the world’s largest delivery network – Accenture works at... Read More

Arcesium
Website: https://www.arcesium.com/

Arcesium is a post-trade technology and professional services firm. Arcesium’s fully-hosted technology platform, coupled with its team of experienced hedge fund professionals, offers sophisticated solutions for the most complex post-trade challenges facing asset managers. Built on a platform developed for its own post-trade activities, the D. E. Shaw group launched... Read More

Archer

Archer’s core focus is empowering success through innovative solutions. We achieve this through products and services developed by leaders who have direct experience in the investment management industry, and with direct input from managers themselves. This combination leads to results measured by each investment manager’s unique needs and achieving their... Read More

AxiomSL
Website: https://www.axiomsl.com/

Leveraging more than 25 years’ experience, AxiomSL combines deep industry expertise with an intelligent data management platform to deliver services around regulatory and risk reporting, liquidity, capital and credit, operations, trade and transactions, and tax analytics. Its global footprint spans a client base of regional and global financial institutions with... Read More

Broadridge
Website: http://www.broadridge.com/

Broadridge, a global fintech leader with over $9 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.*As of November 2017 Read More

Brown Brothers Harriman
Website: www.bbh.com

Brown Brothers Harriman (BBH) is a privately owned and managed financial institution that has been a thought leader and solutions provider for 200 years. Known for its culture of continuous reinvention, BBH has evolved from its origin as a merchant bank to become a trusted provider of financial services to... Read More

Calypso
Website: http://www.calypso.com

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

CBXmarket
Website: https://www.cbxmarket.com/

 CBXmarket develops innovative financial technology solutions for fixed income investors.   CBXmarket’s cloud-based OASIS platform is a fixed income portfolio management solution that enables investment managers to realize the benefits of workflow automation and portfolio optimization to streamline front, middle, and back-office functions.   Our team combines industry expertise with... Read More

Charles River Development, A State Street Company
Website: https://www.crd.com/company/about-us/

Charles River Development, a State Street Company, helps enable sound and efficient investing across all asset classes. Investment firms in more than 40 countries use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our Software as a... Read More

Citisoft
Website: http://www.citisoft.com

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
Website: https://clearwater-analytics.com/

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 $2.7 trillion in assets across thousands of accounts daily. For more than a decade, Clearwater’s best-in-class technology and client... Read More

CloudMargin
Website: http://www.cloudmargin.com

CloudMargin is a cloud-based, end-to-end collateral and margin management workflow tool covering every aspect of the collateral management cycle. The single-instance platform supports the collateralisation of all instruments and asset classes for cleared and non-cleared transactions.  The technology scales up and down based on need, offers access to best-in-breed solutions... Read More

Curium Data Systems
Website: http://www.curiumdata.com

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

Eagle Investment Systems
Website: http://www.eagleinvsys.com

Eagle Investment Systems, a BNY Mellon company, is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private cloud, Eagle ACCESS(SM). Eagle deploys trusted solutions and services that create... Read More

Electra Information Systems
Website: http://www.electrainfo.com

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

ETNA
Website: http://www.etnasoft.com

ETNA is a leading technology provider for capital markets with a focus on retail brokerage and digital advising firms. ETNA’s key offering is front-to-back white label platforms for operating an online broker-dealer, RIA, digital advisory or FinTech firm. Clients benefit from using all-in-one multi-asset solution with web and mobile trading... Read More

Fannie Mae
Website: http://www.fanniemae.com/portal/index.html

Fannie Mae is a government-sponsored enterprise (“GSE”) chartered by Congress. We serve as a stable source of liquidity for purchases of homes and financing of multifamily rental housing, as well as for refinancing existing mortgages. Our role in the market enables qualified borrowers to have reliable access to affordable mortgage... Read More

Fidelity Corporate Actions Solutions
Website: http://fcas.fidelity.com

As a trusted source for global corporate actions data and workflow tools that streamline activities across the lifecycle of anevent, we give clients the confidence they need to effectively process this time-sensitive information. Our experiencedteam runs data from multiple global sources through our proprietary announcement capture and validation process toquickly... Read More

FIS
Website: https://www.fisglobal.com

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

GlobeTax

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

HSBC
Website: http://www.gbm.hsbc.com/solutions/securities-services

HSBC Securities Services provides award winning fund administration, global custody and direct custody and clearing services. We have one of the world’s largest and strongest securities services networks with assets of more than USD7.7 trillion under custody (as at February 2018). This global network is combined with specialist emerging market... Read More

Kessler Topaz Meltzer & Check
Website: https://www.ktmc.com/

Kessler Topaz Meltzer & Check, LLP is one of the world’s foremost advocates in protecting the public against corporate fraud and other wrongdoing.  Our lawyers regularly take on the foremost defense attorneys—and win—in class actions, shareholder derivative suits, antitrust litigation and other complex litigation around the globe. We are proud... Read More

Lumint

Lumint Corporation is a boutique currency specialist with a technology company at its core. Lumint provides an outsourced, passive currency overlay service to institutional investors using our automated and feature-rich platform called “Emma”.  Lumint also offers Emma to currency managers looking for a scalable, automated, feature rich solution with a... Read More

Meradia
Website: http://meradia.com/

Meradia specializes in strategic advisory and implementation services for the investment management industry. Since 1997 we have helped our clients enhance their processes, productivity and profitability through improvements in operations and technology. Meradia leverages its time-tested methodologies to solve business challenges, including strategic assessment, workflow optimization, vendor selection, and system... Read More

Murex
Website: www.murex.com

For more than 30 years, Murex has been providing enterprise-wide, cross-asset financial technology solutions to capital markets players.  Its cross-function platform, MX.3, supports trading, treasury, risk and post-trade operations, enabling clients to better meet regulatory requirements, manage enterprise-wide risk, and control IT costs. With more than 45,000 daily users in... Read More

NeoXam
Website: http://www.neoxam.com

NeoXam DataHub provides a set of functional modules which answer to the specific requirements of financial institutions such as investment and retail banks, asset managers, brokers, custodians or fund administrators. Consolidation and centralization of a securities master file fed from different sources, improved management of business entities (counterparties, issuers), the... Read More

Northern Trust
Website: www.northerntrust.com

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

RIMES
Website: http://www.rimes.com/

RIMES is an award-winning Managed Data Service and RegTech Solutions provider. We’re passionate about solving the data and regulatory challenges faced by our clients--300+ investment managers, hedge funds, wealth managers, private banks, custodian banks, insurance companies and pension funds in 40 countries across the globe--including 60 of the 100 largest... Read More

SimCorp
Website: http://www.simcorp.com

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

Simcorp Coric
Website: http://www.simcorpcoric.com

SimCorp Coric is a best-in-class enterprise client communications and reporting solution for institutional asset management firms to automate their end-to-end global reporting processes and enhance client service. The solution integrates with virtually any investment management solution, drawing data from any source into a consistent and transparent form across all client... Read More

SmartStream
Website: http://www.smartstream-stp.com

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 Advent
Website: http://www.advent.com

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

Taskize
Website: http://www.taskize.com

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

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