InvestOps USA 2025
March 10 - 12, 2025
JW Marriott Grande Lakes, Orlando
Sponsors
Interested in joining this list of Sponsors?
These sponsors were part of the previous event. To review the most recent Sponsors list, click here.
Principal Sponsors
AccessFintech
Website: www.accessfintech.com
AccessFintech’ Synergy is a collaboration network enabled through shared data, providing optimization, scale and multilization of risk. Multi party data is continuously enriched and segregated for maximum security, allowing for smarter electronic decision making and optimization of resources. Synergy is a network of leading financial institutions which allows resolution and... Read More
BlackRock
Website: https://www.blackrock.com/aladdin
BlackRock's Aladdin is a tech platform that unifies the investment management process by providing a common data language within an organization to enable scale, provide insights, and support business transformation. As a strategic partner to institutional investors including asset managers, pension funds, insurers, and corporate treasurers, Aladdin combines sophisticated risk... Read More
BNY Mellon
Website: http://www.bnymellon.com
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As... Read More
Brown Brothers Harriman
Website: www.bbh.com
Brown Brothers Harriman (BBH) is a
privately owned and managed financial services firm. We serve the most
sophisticated individuals and institutions with expertise in Private Banking,
Investment Management, and Investor Services.
Without the distraction of
third-party shareholders, our interests are wholly aligned with those of our
clients, and have been... Read More
Citibank
Website: https://www.citibank.com/mss/solutions/pfss/solutions/fund/
Citi Securities Services supports the world’s leading asset managers, institutional investors, and financial institutions. We provide a full suite of solutions in over 60 proprietary custody markets and 23 fund domiciles, including: custody, clearing, asset servicing, fund administration, ETF services, middle office, agency securities lending, collateral management, transfer agency, and... Read More
EY
Website: https://www.ey.com/en_gl/consulting
In Consulting, we are building a better working world by transforming businesses through the power of people, technology and innovation. It's our ambition to become the world's leading transformation consultants. The diversity and skills of 70,000+ people will help clients realize transformation by putting humans at the center, delivering technology... Read More
FundGuard
Website: www.fundguard.com
FundGuard is a next-generation SaaS platform for investment management and administration that is powered by AI. FundGuard helps asset managers and fund administrators to manage mutual funds, ETFs, hedge funds, insurance products, and pension funds, supporting digital transformation, operations automation, AI-based insights, resiliency, and migration to the cloud. Read More
Linedata
Website: https://www.linedata.com/
Linedata AMP: Reimagine your asset management operations. Transform your business. Whether you’re an institutional manager or a hedge fund, Linedata’s innovative Asset Management Platform – AMP – delivers all your business needs on a single platform to adapt nimbly to our changing world. Cloud-enabled software, collaborative expertise with integrated data... Read More
S&P Global Market Intelligence
Website: https://www.spglobal.com/marketintelligence/en/
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, perform valuations and assess credit risk. Investment professionals, government agencies, corporations and universities around the... Read More
Saphyre
Website: www.saphyre.com
Saphyre leverages patented AI technology to digitize all pre-trade, thru post-trade data and activities across multiple counterparties: from asset owners to investment managers, hedge funds to prime brokers, any client firms to broker-dealers and custodians, and much more. Saphyre’s interoperable platform maintains memory of data and documents, resulting in clients... 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
SIX Financial
Website: www.six-financial-information.com/
SIX Financial Information is a leading global provider of data and value-added services for the wealth and asset management industry. Aggregated directly and in real-time from 1500 worldwide sources - covering all the major trading venues - SIX’s database includes reference and market data, corporate actions, regulatory data and pricing... Read More
Snowflake
Website: http://www.snowflake.com
Snowflake enables every organization to mobilize their data with Snowflake's Data Cloud. Customers use the Data Cloud to unite siloed data, discover and securely share data, and execute diverse analytic workloads. Wherever data or users live, Snowflake delivers a single data experience that spans multiple clouds and geographies. Snowflake’s platform... Read More
State Street
Website: www.StateStreet.com
This is State Street We’re at the heart of financial services. And our clients are at the heart of everything we do. We develop solutions to meet their challenges, We recruit the best. We build partnerships and invest in innovation to help them seize new opportunities. Whether we’re helping investment... Read More
Sponsors
3forge, LLC
Website: www.3forge.com/
3forge was founded in 2010 to deliver enterprise-class software powerful and flexible enough to meet the needs of large financial institutions. With extensive backgrounds in finance, high-frequency trading, big data, and more, we take the solutions and practices we've learned along the way and bring it to the industry at... Read More
Accelex
Website: https://www.accelextech.com/
From acquisition to analytics, Accelex looks at unstructured alternative investment data in an innovative way. Accelex have built the leading data science platform delivering monitoring, analytics and valuation solutions for investors and assets servicers. The Accelex platform provides a more transparent and efficient way to work, while revealing deeper investment... Read More
Accenture
Website: https://www.accenture.com/us-en
Accenture provides management consulting, technology, and outsourcing services across industries. Within Capital Markets, we are a global transformation leader, focusing on operating model, data, innovation, and product & distribution strategy. We work with our clients to define their strategic path and execute upon it to drive change and impactful outcomes,... Read More
Adenza+Nasdaq
Website: www.adenza.com
We create and deliver market-leading solutions to help you optimize investment, unlock value and drive growth. Our end-to-end trading, treasury, risk management and regulatory compliance solutions enable financial institutions to consolidate and streamline their operations. We serve global, central and regional banks, broker-dealers, insurers, asset managers, pension funds, hedge funds,... Read More
Alkymi
Website: https://www.alkymi.io
Alkymi transforms enterprise workflows with intelligent document processing (IDP), placing machine learning and no-code automation technology into the hands of business users, turning operational data headaches into a source of efficiency. Alkymi’s core products—Data Inbox and Patterns—allow businesses to extract, analyze, and take action on critical business data in emails... Read More
Alpha Financial Markets Consulting
Website: https://alphafmc.com
Alpha Financial Markets Consulting is a leading global provider of specialist consultancy services to the asset management, wealth management and insurance industries. It has the largest dedicated team across those industries, with 1,000 consultants globally, operating from 17 offices spanning the North America (US and Canada), UK, Europe and APAC.... Read More
Alter Domus
Website: https://alterdomus.com/
Alter Domus is a leading provider of tech-enabled fund administration, private debt, and corporate services for the alternative investment industry with more than 5,100 employees across 39 offices globally. Solely dedicated to alternatives, Alter Domus offers fund administration, corporate services, depositary services, capital administration, transfer pricing, domiciliation, management company services,... Read More
Appian
Website: https://appian.com/
Appian is the unified platform for change. We accelerate customers’ businesses by discovering, designing, and automating their most important processes. The Appian Low-Code Platform combines the key capabilities needed to get work done faster, Process Mining + Workflow + Automation, in a unified low-code platform. Appian is open, enterprise-grade, and... Read More
Arcesium
Website: https://www.arcesium.com/
Arcesium is a global financial technology company delivering pre- and post-investment and enterprise data management solutions to some of the world’s most sophisticated financial institutions, including private market firms, hedge funds, and institutional asset managers. Expertly designed to achieve a synchronized golden source of data throughout a client’s ecosystem, Arcesium’s... Read More
Archer
Website: www.archerims.com
AutoRek
Website: www.autorek.com
AutoRek is a leading provider of automated reconciliation software. We’ve been revolutionizing finance operations and controls for the global financial sector since 1994. Our solutions are purpose-built to reduce operating costs, achieve regulatory compliance and help firms get in control of their data. AutoRek is the go-to end-to-end automated reconciliation... Read More
Axoni
Website: https://axoni.com/
Axoni is a market infrastructure technology company serving the world’s largest financial institutions. Axoni’s platform enables rapid, reliable deployment of critical financial networks and automated, real-time data replication across market participants. Founded in 2017, the company serves clients across the globe from offices in New York and London. Read More
Battea Class Action Services
Website: https://www.battea.com/
Battea Class Action Services is the global leader and expert in all stages of asserting and processing settlement claims and distributions and providing global litigation research and monitoring. The Company has been a leader in the space for over 20 years, serving more than 1,000 institutions around the world, including... Read More
BestX®
Website: https://www.bestx.co.uk/
BestX® is recognised by more than 135 clients as the Industry Standard for TCA & Best Execution Analytics We are a technology company, delivering independent open-architecture real-time analytics, that operate autonomously from any liquidity provider or execution venue. Our analytics create a level playing field across which clients can assess... Read More
Bloomberg
Website: https://www.bloomberg.com/europe
Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster... Read More
BNP Paribas
BNP Paribas has built a strong and diversified presence in the United States to support its client base. The bank employs close to 14,000 people and has had a presence in the USA since the late 1800s. Bank of the West serves over 2 million individuals and small & businesses... Read More
Broadridge
Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge’s infrastructure... Read More
Cassini
Website: https://cassinisystems.com/
Discover Cassini, your go-to analytics partner for derivatives users. Since 2014, we've been at the forefront of margin and collateral analytics, delivering innovative solutions to asset management firms, hedge funds, pension funds, clearing brokers, prime brokers, and more. Our cutting-edge algorithms and intelligence-driven analytics empower you to boost returns, minimize... Read More
Castle Peak Associates
Website: https://castlepeakassociates.com
Castle Peak Associates helps institutional asset managers transform their business. From strategy and solution architecture to system selection, implementation, business process re-engineering and integration. Castle Peak has expertise with trade order management systems, investment accounting, data management, compliance, performance and attribution, financial and regulatory reporting, analytics and business intelligence. Our... Read More
Charles River Development
Charles River provides an end-to-end solution to automate front- and middle-office investment management functions across asset classes. The Charles River Investment Management Solution scales easily, and supports the entire investment lifecycle on a single platform, from decision support activities through compliance, trading and post-trade settlement. The solution offers a simplified... Read More
Clearwater Analytics
Website: https://clearwater-analytics.com/
Clearwater Analytics® is the leading provider of web-basedinvestment portfolio accounting, reporting, and reconciliation services forinvestment managers, corporate treasuries, and insurance companies. Clearwateraggregates, reconciles, and reports on more than $1.7 trillion in assets acrossthousands of accounts daily. For more than a decade, Clearwater best-in-classtechnology and client services have enabled firms to... Read More
Cognizant
Website: www.cognizant.com
Cognizant (Nasdaq-100: CTSH) is world’s leading professional services company, helping organizations to reimagine processes, transform experiences and modernize technology, so they stay ahead in a fast-changing world. Its unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses. Read More
Confluence
Website: https://www.confluence.com
Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back office. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving... Read More
Continuus Technologies
Website: http://www.continuus-technologies.com
Your Data is Your Story in Your Voice. These are the fundamental cornerstones on which Continuus Technologies was built; enriching organizations through data, always putting people first, and delivering transparent communication. Our team of expert consultants guides financial services firms to feel confident in making better business decisions by utilizing... Read More
Curium Data Systems
Website: 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 firm.CuriumEDM... Read More
dtcc
Website: https://www.dtcc.com
With over 45 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 21 locations around the world, DTCC, through its subsidiaries, automates, centralizes and standardizes the processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian... Read More
Duco
Website: www.du.co
Duco is a global provider of self-service data integrity and reconciliation services. Our mission is to make managing data easy. The cloud-based Duco platform empowers end users to aggregate, normalise and reconcile data on demand - without infrastructure projects. Firms rely on us to increase business agility, reduce risk, stay... Read More
eClerx
Website: https://www.eclerxmarkets.com
For financial organizations worldwide, eClerx Markets offers consulting, technological innovation, and process management expertise to solve numerous operational challenges. We help financial institutions improve productivity, flexibility, accuracy, and adaptability by seamlessly integrating our digital and robotic process automation capabilities with our skilled resources. Our experts deliver holistic solutions across the... Read More
Elgin White
Website: https://elginwhite.com/
Elgin White is a specialist buyside consultancy firm. Our clients include the world’s largest asset managers, investment managers, pension funds, insurance companies, wealth managers, private equity funds, and SWF. We support the full transformation lifecycle, from strategy and target operating model design through to system selection, implementation and optimization, post-implementation... Read More
EQUINIX
Website: EQUINIX
Equinix is the world’s digital infrastructure company. We interconnect industry-leading organizations such as finance, manufacturing, retail, transportation, government, healthcare and education across a digital-first world. Business leaders harness our trusted global platform to bring together and interconnect the foundational infrastructure that powers their success—sustainably and securely. Founded in Silicon Valley... Read More
EZOPS
Website: https://www.ezops.com
EZOPS harnesses the power of Machine Learning and Intelligent Process Automation to manage all aspects of data control and validation, including reconstruction, reconciliation, research, remediation and reporting, at some of the world’s largest financial institutions. EZOPS blends decades of financial services experience with cutting edge technology to eliminate age-old inefficiencies... Read More
FactSet
Website: https://www.factset.com
helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology globally. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and... Read More
Fenergo
Website: https://www.fenergo.com/
Fenergo is the leading provider of Client Lifecycle Management software solutions for financial institutions, designed to provide a connected, seamless and digital investor experience that ensures regulatory compliance-by-design, without creating additional operational overhead. Our solutions empower financial institutions, including asset managers, to digitally transform the investor journey from initial onboarding,... Read More
FIA Tech
Website: https://fia-tech.com/
FIA Tech is the leading technology provider to the exchange traded derivatives industry. Owned by a consortium of twelve leading clearing firms and the Futures Industry Association (FIA), FIA Tech is committed to serving the industry and launching innovative solutions to improve market infrastructure across the listed and cleared derivatives... Read More
Financial Recovery Technologies (FRT)
Website: https://frtservices.com
Founded in 2008, Financial Recovery Technologies (FRT) is a leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities class action settlements. Offering the most comprehensive range of claim filing and monitoring services available, we provide best-in-class eligibility analysis, disbursement... Read More
FINARCH
Website: https://finarch.ai/
At FINARCH, we have helped our clients implement even the boldest of digital transformation projects. We bring decades of experience and a pragmatic view to help guide our clients on their digital transformation journey. Read More
Finbourne
Website: http://www.finbourne.com
At FINBOURNE, we offer a new and interoperable approach to data management, achieving value within a faster time to market. Our Modern Financial Data Stack empowers investment data processes and drives operational growth for emerging hedge funds to established global institutions. Leveraging SaaS technology and a secure cloud infrastructure, we... 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
Fundipedia
Website: https://www.fundipedia.com/
Fundipedia is a leader in providing innovative product mastering technology that empowers asset managers to collect, manage, distribute, and reconcile any type of static and dynamic data. Built on cloud-native, no-code technology and enriched with AI capabilities, our platform provides end-to-end control and insights that fuel smart business decisions while... Read More
FundRecs
Website: https://www.fundrecs.com/
Fund Recs develops cloud-based reconciliation software for the global Funds Industry, replacing outdated enterprise software with Software-as-a-Service (SaaS). The Fund Recs software simplifies complex reconciliation and data transformation in the funds industry reducing the time to complete reconciliations by up to 90%. Fund Recs mission is to automate and improve... Read More
FX Connect
Website: http://www.fxconnect.com/
In today’s competitive foreign exchange market, speed of execution, access to liquidity and robust risk management are critical for real money managers, corporates, insurance companies and hedge funds. Having access to a single system that can address their complex portfolio management and regulatory obligations is vital. FX Connect is an... Read More
Global Tax Recovery
Website: https://globaltaxrecovery.com/
Global Tax Recovery are global specialists that provide many of the world’s top-tier financial institutions with a simple and seamless turnkey solution to recovering excess foreign withholding tax. Global Tax Recovery manage the entire administrative burden and governmental bureaucracy associated with cross-jurisdictional recovery, ensuring a hassle-free claim process by handling... Read More
GoldenSource
Website: https://www.thegoldensource.com/
GoldenSource solves financial services’ toughest data challenges. We are the leader in cloud-based data management excellence, ensuring tools used in data engineering, decision support, and traditional EDM and MDM always have the best data available to them, to accelerate business and reduce costs. Firms recommend GoldenSource to quickly onboard and... Read More
Grandview Analytics
Website: https://grandviewanalytics.com/
Grandview Analytics is a professional services and data management software company serving the financial industry. Our professional services include data strategy, technology implementation, systems integration, and strategic consulting services. Grandview offers an outsourced data management and reporting service powered by our proprietary, cloud-based platform, Rivvit. Our services drive integrated technologies,... Read More
Gresham Technologies
Website: https://www.greshamtech.com/
Gresham’s award-winning Clareti software platform has been designed to provide financial institutions with complete certainty in their data processing. Clareti is a highly flexible and fully scalable platform for assuring enterprise data integrity and is designed to address today’s most challenging financial control, internal risk management, data governance and regulatory... Read More
INDATA
Website: https://www.indataipm.com
INDATA provides best-of-class software, technology, and managed services to a wide variety of buy-side clients including Registered Investment Advisors (RIAs), Wealth Management Firms, Global Fund Managers, Hedge Funds, and Institutional Investors. We offer Cloud-native, SaaS based solutions for Trade Order Management (OMS), Portfolio Management, Performance Measurement & Attribution, Portfolio Accounting/Reporting/Billing,... Read More
INDXX
Website: https://www.indxx.com/
Indxx: Redefining the Indexing Industry for Over 15 Years Indxx, a leading global index provider, has been redefining the indexing industry for over 15 years. Indxx offers end-to-end indexing solutions, including index development, maintenance, calculation, administration, and data & technology products. Indxx currently has over 115 products with over $20... Read More
Indus Valley Partners
Website: https://www.ivp.in/
Indus Valley Partners is a global provider of front, middle, and back-office technology solutions, consulting, and “digital-first” managed services to over 170 of the most prestigious fund managers on the buy side. Hedge funds, Private Credit Funds, and other traditional and alternative asset managers rely on IVP’s expertise as a... Read More
intellimation.ai
Website: https://www.intellimation.ai
Our company Intellimation.ai is an AI based extensible, self-learning, intelligent decisioning platform. At the heart of the platform, it has the ability to contextually interpret structured and unstructured data, whilst seamlessly integrating with the ecosystem within a firm, collaborating across process flows, delivering 95% throughput and 100% accuracy. The software... Read More
ISS Securities Class Action Services (ISS SCAS)
Website: https://www.issgovernance.com/
ISS Securities Class Action Services (ISS SCAS) delivers a fully outsourced litigation research and claims filing solution that successfully maximizes client recoveries of lost assets. In fact, during the last two calendar years, ISS SCAS’ claims filing clients have recovered more than $1 billion. For more than 30 years, ISS... Read More
J.P. Morgan
Website: https://www.jpmorgan.com/securities-services
J.P. Morgan Securities Services provides comprehensive solutions spanning the full investment cycle to help institutional investors succeed now and in the future. Our world-class suite of services includes custody, fund accounting and administration, middle office services, foreign exchange, liquidity management, securities financing, collateral management, data solutions and regulatory insights. J.P.... Read More
JPSB Group
Website: https://jpsbgroup.com/
JPSB Group provides buy-side financial institutions with technology transformation expertise and post-production support. We are a globally trusted and outcome driven technology partner with senior professionals covering front-to-back activities and specializing in system integration and implementation services. Our focus is on vendor platforms, and we are one of only three... Read More
Kurtosys
Website: https://www.kurtosys.com
Kurtosys is a secure cloud-based platform designed to help investment managers deliver investment data & insight to clients worldwide. Our set of easy-to-use tools seamlessly deliver accurate automated reporting, best-in-class digital fund tools and secure client portals. Trusted by the world’s largest and leading investment brands, Kurtosys has a team... Read More
London Stock Exchange Group
Website: https://www.lseg.com/en/data-analytics
LSEG is a leading global financial markets infrastructure and data provider that operates connected businesses to serve customers across the entire financial markets value chain. With capabilities in data, indices and analytics, capital formation, trade execution, clearing and risk management, we operate at the heart of the world’s financial ecosystem... Read More
Meradia
Website: https://meradia.com/
Meradia is a leader in operations and technology consulting for the global investment management industry. Since 1997, we have provided strategic advisory and implementation services that transform operational processes, performance, analytics, and reporting. Our consultants leverage decades of experience in investment performance measurement, front-to-back office operations, and technical platforms to... Read More
MicroStrategy
Website: https://www.microstrategy.com/
MicroStrategy (Nasdaq: MSTR) is the largest independent publicly traded analytics and business intelligence company. The MicroStrategy analytics platform is consistently rated as the best in enterprise analytics and is used by many of the world’s most admired brands in the Fortune Global 500. We pursue two corporate strategies: (1) grow... Read More
Mirae Asset Securities USA
Website: https://miraeassetsecuritiesus.com
Mirae Asset Securities (USA) Inc. is a New-York based entity founded in 1992 and operates an institutional capital markets platform servicing institutional investors with complex global needs. The firm specializes in offering Prime Brokerage, Securities Financing, Agency Execution, Correspondent Clearing, Global Portfolio Trading and ETF Solutions. Mirae Asset Financial Group... Read More
Murex
Website: https://www.murex.com/en
For more than 35 years, Murex has provided 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 60,000 daily users in more... Read More
NeoXam
Website: www.neoxam.com
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 $15 trillion worth of assets per day and serving over 10,000 users. Through its combined talents... Read More
Olmstead
Website: https://www.olmst.com/
Established over two decades ago, Olmstead has solidified its position as a steadfast provider of comprehensive management consulting services tailored for asset managers, asset owners, and their collaborators in the areas of service and technology. Our team of accomplished experts are proficient in Investment Processing, Data Strategies, and Client Experience,... Read More
Preyer
Website: https://www.preyer.de/
Connecting Business with IT – employing both our deep business and IT expertise we help to define a Target Operating Model and IT architecture that precisely fit your requirements, from concept to successful implementation and support of the constituent parts. Read More
QUODD
Website: https://quodd.com/
QUODD's technology driven market data delivery platforms allow clients to integrate market data with the least amount of friction, enabling financial institutions to work more efficiently and effectively. Read More
RBC Investor Services
Website: https://www.rbcis.com/en/home.page
RBC Investor Services (RBCIS) delivers asset servicing solutions to Canadian asset managers and asset owners, investment counsellors and other financial institutions. Part of Royal Bank of Canada, Canada’s largest bank and one of the top 15 banks globally (1), our focus is on safeguarding the assets of our clients and... Read More
Ridgeline
Website: https://www.ridgelineapps.com/
Ridgeline is the industry cloud platform for modern investment management. Purpose-built in the cloud, our technology addresses the unique challenges of an industry in need of new thinking. Ridgeline brings together core functions like portfolio accounting, trade order management, reporting, and compliance with a single set of real-time data on... Read More
RIMES
Website: https://www.rimes.com/
RIMES provides transformative data management services and analytics solutions to the world’s leading investors and asset managers. Driven by our passion for solving the most complex data problems, we partner with our clients to help them streamline their operations to make better investment decisions using accurate information and industry-leading technology.... Read More
Sapience Analytics
Website: https://sapienceanalytics.com/
Sapience simple-to-deploy SaaS platform automates workday data collection and analysis to transform contingent workforce spend. With modern business intelligence and intuitive analytics, empowered leaders can explore data insights and interactive visualizations that pinpoint cost reduction and capacity optimization opportunities. Companies quickly gain a sustainable negotiation advantage over suppliers, shutdown spend... Read More
Saragossa
Website: https://saragossa.co.uk/
Saragossa specializes in driving technology projects and transformation for global investment firms and their portfolio companies. With a focus on Investment Systems, Data, and Change, our decade-long expertise has cultivated an unparalleled community of subject matter experts and partners. Our core services include; executive search, utilizing innovative strategies to penetrate... Read More
SS&C
More than 1,200 institutions globally rely on SS&C I&IM to manage more than $32 trillion of investments. We provide innovative, technology-powered solutions and outsourcing across the front-, middle- and back-offices for Asset & Wealth Managers, Insurance and TPA’s. We enable companies to compete more effectively, grow more profitably and streamline... Read More
STP Investment Services
Website: https://stpis.com/
STP Investment Services is an award-winning technology-enabled services company that provides front, middle, and back-office solutions to investment managers, funds, family offices, wealth managers, and plan sponsors providing the service, software, expertise, and confidence needed to focus on their core business objectives. STP provides a broad range of services and... Read More
Taskize
Website: http://www.taskize.com
Taskize is one of the most influential fintechs in pre- and post-trade communication, trusted by over 600 financial firms – custodian banks, buy-sides, broker-dealers and FMIs – across 88 countries. Quick and easy to deploy, our interoperable, web-native collaboration platform is used by all investment operations teams including securities settlements,... Read More
Temenos Multifonds
Website: https://www.temenos.com
On a single, global platform, supporting traditional and alternative assets, Temenos Multifonds offers an Investor Servicing and Fund Accounting solution that automates, streamlines, and enhances middle to back-office operations. Our platform services over $10 trillion in assets and more than 30,000 funds in 35 jurisdictions, supporting 9 of the top... Read More
TorreBlanc
Website: https://www.torreblanc.com
TorreBlanc is a Chicago-based consultancy offering operational and technology expertise to the global investment management industry. We provide end-to-end planning, execution, and delivery for transformational projects. Our consultants have an average of 15 years of experience with investment technology initiatives, ensuring our clients get an execution strategy that works. TorreBlanc... Read More
TradeNeXus
Website: https://www.fxconnect.com/trade-nexus
TradeNeXus℠ is an multi award winning electronic post-trade processing service that provides matching, confirmation, settlement and clearing services for foreign exchange and money market transactions. As part of State Street’s GlobalLink suite of market-leading e-trading platforms, technology and workflow solutions, TradeNeXus provides straight-through processing, operational efficiencies and settlement risk reduction.... Read More
Ultimus Fund Solutions
Website: https://www.ultimusfundsolutions.com/
Ultimus Fund Solutions is the leading independent provider of tech-enabled full-service fund administration, accounting, and investor servicing solutions that supports the launching and servicing of funds along with offering outsourced middle office services for buy-side investment managers. As the largest independent administrator servicing 450+ investment management firms, Ultimus functions as... Read More
Verity
Website: https://verityplatform.com
Verity is a leading provider of research management software, data, and analytics delivered through a comprehensive platform to provide best-in-class workflow, portfolio monitoring, and idea-generation solutions to more than 360 institutional investors globally. The platform is the result of a strategic merger between MackeyRMS and InsiderScore, sponsored by Resurgens Technology... Read More
Verivend
Website: https://verivend.com/
Verivend is the “Venmo of Private Capital” and the only purpose-built payments platform that makes capital raising and distributions simple, secure, and seamless for both GPs and LPs of all asset classes. Verivend offers everything from digital deal marketing, data rooms, investor onboarding, investment commitment management, secure capital raising, and... Read More
WNS
Website: https://www.wns.com/
WNS (Holdings) Limited (NYSE: WNS) is a leading Business Process Management (BPM) company. WNS combines deep industry knowledge with technology, analytics, and process expertise to co-create innovative, digitally led transformational solutions with over 600 clients across various industries. WNS delivers an entire spectrum of BPM solutions including industry-specific offerings, customer... Read More
WTAX
Website: https://wtax.co/
WTax is a foreign withholding tax (WHT) specialist offering fully-outsourced tax recovery solutions to global investors that primarily operates on a success fee model WTax’s vision of a truly automated reclaim process, coupled with two decades of indirect tax recovery experience and know-how, removes the administrative burden associated with the... Read More
Xceptor
Website: https://www.xceptor.comSponsorship and Exhibiting opportunities sell out fast! Contact us today to reserve your place.
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