Two decades of expertise in providing software solutions and advice to the financial services sector around the world
CEO, Top 50 Global Asset Manager
Used globally by major asset managers, hedge funds and outsource administrators to streamline post-trade processing
Head of Operations, Sovereign Wealth Fund
A suite of software used to construct, analyse, monitor and report on client portfolios utilised by private wealth managers, investment advisors and quant teams around the world
International Private Bank, CEO
A single platform consolidating and improving information flows for managing business critical tasks within Fixed Income Portfolios used by US banks
Treasurer, Top 50 Bank
salerio is the only exception based, fully automated, multi asset, post execution matching and settlement solution
BITA is the only end to end private client suitability application with full risk management that can mirror your investment process
We talk with Tony Ceddia about what good data management looks like within Financial Services firms, as well as key areas of operational priority and good practice.
Brooks Macdonald deployed BITA monitor and BITA star to take away the heaving lifting associated with the regular and rigorous reporting cycles to the Investment committee.
We talk with David Gurr to discuss how due diligence should be conducted to achieve suitable client outcomes by Advisory Firms and Discretionary Investment/Fund Managers
The FCA holds that inadequate research and due diligence are 1 of the 3 root causes for poor consumer outcomes. Proper due diligence is therefore vital if retail clients are to be given advice that is suitable.
We talk with David Zylberberg and explore how Blockchain might transform the Financial Services sector.
Have the regulatory, operational and technology demands changed so much that outsource service providers might need to reassess their current delivery platforms?
We talk with Andrew Simpson of Euronext, to discuss how MiFID II, MiFIR and EMIR are reshaping the Financial Services landscape across the EU
The proposed US migration to two day settlement by Q3 2017 requires significant preparatory work. However, the anticipated benefits are clear: reduced counterparty risk, lower margin cover and less stringent liquidity demands.
We talk with David Gurr to discuss why suitability matters and the respective roles of Advisory Firms and Discretionary Investment/Fund Managers
Suitability is a key tenet that has in large part reshaped how retail financial services and products are distributed in the post-RDR world.
We talk with Angelo Fazio to understand more about the challenges of keeping multi-platform, multi-channel systems safe and secure.
Wealth and asset managers are turning to specialist technology vendors to develop future-proof compliance strategies.
There is much to do to be ready by the 1 January 2018 deadline.
MiFID II will impact not only a very large number of Financial Services firms who operate in the European Union but is likely to have a significant impact on their business and operating models, processes and IT systems.
We talk with Bevin Crodian to consider specifically the changes that are necessary to meet the regulatory requirements of LCRs and the impact of Dodd Frank.
Is Blockchain a disruptive technology that will recast the Financial Services sector by driving profound change through the back office plumbing of the industry?
We talk with James Brown to discuss how the needs of the next generation differ from those of their predecessors.
What practical steps can wealth management firms take if they are to win the trust (and business) of the next generation?
News and discussion about our products, and our work with clients and the industry
Quilter Cheviot Chooses corfinancial’s BITA Monitor to Enhance Risk Oversight on £21.8 Billion of Private Client Assets.
BITA risk is pleased to announce that it was honoured yet again at the WealthBriefing European Awards 2017 held at the Guildhall in the City of London.
investment management outsource services firm, Archer, has now licensed corfinancial's salerio product.