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
Sam Martin, account manager at paragon’s Boston office, sets out how paragon offers a complete, fast and accurate platform to support fixed income treasury operations.
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.
In an interview with Asset Servicing Times our Paul Bowen argues for the case that failing trades should be automated if they are to reduce risk.
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.
In this article published by Global Investor our David Veal reviews some key trends following the recent shift... (more)
Have the regulatory, operational and technology demands changed so much that outsource service providers might need to reassess their current delivery platforms?
Daryl Roxburgh, global head of Bita Risk, is interviewed by International Advisor to explain why context is king... (more)
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?
18 Jun 2019
Welcome to corfinancial NEWS, where you will find the latest business, commercial, technological and people stories for the group.Read More
11 Jun 2019
Corfinancial, a leading provider of specialist software and services to the financial services sector, has been chosen by technology and services innovator Archer.Read More
14 May 2019
It could be argued that CECL (Current Expected Credit Loss) regulation is perhaps the biggest change in accounting standards this century.Read More
09 May 2019
Legacy systems are a familiar conundrum for the buy-side industry. Firms have to weigh up the perils and potential costs associated with attempting to remove ageing architecture against the potential benefits.Read More
26 Apr 2019
corfinancial announces today that it has won two categories at the WealthBriefing European Awards 2019 with its BITA Risk private client solutions.Read More
18 Dec 2018
Read issues 1 of our newsletter highlighting business views from our CEO, commercial topics and technology, along with news about our people and clients..Read More
25 Sep 2018
The management of failing trades should be more automated, according to Paul Bowen, senior executive of operations at Corfinancial.Read More
11 Oct 2018
It’s an uncomfortable fact that over the last ten years, a significant proportion of trades still fail to settle on time.Read More
News and discussion about our products, and our work with clients and the industry
corfinancial is supporting Baillie Gifford in establishing an end-to-end post-trade operating model.
corfinancial announces the appointment of Bruce Hobson as CEO, read more in our latest news article.
BITA Risk is pleased to announce that it was given a prestigious editor’s award at the WealthBriefing European Awards 2018.