Resources

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FundCount Case Study: Providing Accounting Software to PKF O'Connor Davies

6th November 2018

Company: FundCount
FundCount's comprehensive accounting and reporting software seamlessly integrates all investment and partnership accounting through a single general ledger. It enables PKF O'Connor Davies' multi-family office and fund administration businesses to support funds, endowments, private foundations, family offices and other clients regardless of... read more
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How to Accelerate Brilliant Digital Experiences With Low-Code

2nd November 2018

Company: OutSystems
Win the race for your customers’ hearts and minds, whatever the odds. Across numerous industries, enterprise giants are losing ground to more nimble competitors. It’s hard to innovate when you’re saddled with complexity, security, and compliance concerns. Nowhere is this more true than in the financial services and insurance sector, where... read more
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A wealth of FinTech knowledge

1st November 2018

Company: Profile Software
This video summarises Profile’s experience featuring client testimonials and solutions coverage that range from Banking platforms available to both large organisations and startups, Challenger banks to Investment Management solutions for Wealth Management, Insurance firms and Family Offices, helping them experience flexibility and compliance to... read more
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The Importance of Pricing Controls in Fund Valuation

31st October 2018

Company: AIM Software
With a trend towards increased regulatory scrutiny and the high cost of valuation errors, the need for fund management companies to have robust pricing controls in place is now greater than ever. The question is, “how can fund managers do more with less?". Download the article to find out more. read more
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TRADEDATA Central - Solution Sheet

29th October 2018

TRADEDATA Central is the place to go for on demand access to market leading reference and market data for the derivatives industry. Instantly search, find and integrate the data you need into your trading systems and workflows, for original data sourcing, regular updates, or validation on the fly. read more

Ferential Systems Ranked A Top 20 Most Promising Compliance Technology Solution

25th October 2018

Navigate Financial Markets with Ease Portfolio risk management and compliance were once considered non-requirements by investment managers as they deemed these entities to be elementary. However, since the 2008 financial crisis, a lot has been changed, making these processes and procedures indispensable parts of the investment process.... read more

Why Ferential?

25th October 2018

Ferential Systems offers an innovative, cost effective solution for cross-asset trading, processing, and portfolio risk management for leading financial institutions including banks, brokerage firms, insurance companies, and asset managers. read more
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Corporate Brochure

25th October 2018

Company: Profile Software
Profile Software for the past 28 years provides innovative award-winning solutions to the banking and investment management industries. Its advanced solutions (digital & traditional banking, omni-channel, cloud-based wealth management, marketplace lending, etc.) deliver unique flexibility and FinTech capabilities to help banks, start-ups and... read more

How to Create a Customer Journey from Scratch

24th October 2018

Company: OutSystems
The customer journey is at the center of any successful product, but first you have to find it. Luckily, we’ve mapped it out so you can uncover your end-user actions and intentions. Here are seven easy steps for building your customer journey map and delivering a great user experience. read more

AutoRek for Retail Banks

24th October 2018

Company: AutoRek
We work with your existing data to ensure there is no major upstream work to prepare data. On receipt of data we execute a number of data validation and integrity checks to ensure a “golden source” is prepared. Our platform provides: Internal & External Reconciliations Regulatory Reporting Management Information Configurable Dashboards Fast... read more