Watson Wheatley is a privately held FinTech company that specialises in securities reconciliation software for the buy-side. With extensive experience in the financial markets and a reputation for excellent customer service, Watson Wheatley is regarded as the premier provider of reconciliation and data aggregation solutions for asset managers.

Founded in 2007, Watson Wheatley was created to solve reconciliation complexities after building the iRecs system for the largest hedge fund in Europe. iRecs offers a best practice approach for reconciling even the most complex instruments and is now used by hedge funds and asset managers worldwide with a total of $560bn AUM.

• Expertise: Watson Wheatley has significant expertise in data aggregation, complex reconciliation processes and correctional data flows across asset management, private equity, commodities trading, P2P lending and hedge funds in the UK, USA, Hong Kong and Singapore. Senior management has previous experience at Cazenove Capital Management, GLG Partners, BNY and Citi.
• Contact 1: Tom Wheatley, COO
• Website: www.watsonwheatley.com
• Thought Leadership Content
• Reconciliation Best Practise
• The Role of Reconciliation in Managing Operational Risk
• EMIR Reconciliation Overview

IVP offers software solutions that help investment firms stay ahead in the fast-moving financial markets. Our platforms are designed to optimize investment operations, reduce risk, and improve data quality. IVP's best-in-class platforms span the front, middle, and back office and are built with your firm's future in mind.

Founded in 2000, IVP remains at the forefront of moving FinanceForwardTM with approximately $4.2 trillion of global AUM managed using our technology. IVP is headquartered in New York with additional offices located in 5 time zones across the globe, staffing 950+ professionals with over two decades of in-depth domain expertise and insight.

• Expertise: IVP is a global provider of front, middle, and back-office technology solutions, consulting, and “digital-first” managed services on the buy side. Hedge funds, Private Credit Funds, and other traditional and alternative asset managers rely on IVP’s expertise as a thinking partner and best-of-breed platform, to digitally transform and future-proof their operations, helping to reduce costs, improve control, and increase productivity across their enterprise.
• Contact 1: Kevin Ronayne, Managing Director, Head of Sales
• Contact 2: Michael Villain , Managing Director, Head of Sales UK / EMEA
• Website: https://www.ivp.in/
• Thought Leadership Content
• Overcoming Complexity in Credit Funds
• $14.5B AUM credit fund revamps operational capabilities
• Leveraging BDC Funds for Exclusive Access to the Private Credit Market

Arcesium delivers an advanced data, operations, and analytics platform used by some of the world's most sophisticated financial institutions, including hedge funds, banks, institutional asset managers, and private equity firms. We designed our elegant SaaS platform with industry-specific capabilities to harmonize massive amounts of disparate data and deliver unparalleled speed, accuracy, and decision-making capabilities. Our exceptionally consultative and collaborative approach coupled with deep domain expertise helps our clients achieve transformational business outcomes. Today, Arcesium services over $698 billion in global client AUM with a staff of over 2,000 software engineering, accounting, operations, and treasury professionals. 

• Expertise: Arcesium’s comprehensive solutions enable asset managers to simplify investment operations platforms, migrate off legacy systems, achieve efficiencies, future-proof investment and data roadmaps, and lower total cost of ownership. By integrating powerful data, workflows, and analytics into the core of their organization, we empower firms to create transformational outcomes.
• Contact 1: Mahesh Narayan, Institutional Asset Management Segment Head
• Contact 2: Matt Weisman, VP, Sales and Partnerships
• Website: www.arcesium.com
• Thought Leadership Content
• Best Practice Guide: Migration to Modern Technology Platforms
• 6 Indicators Your Data Platform Is Not Ready to Scale
• Is Your Data and Operating Platform Ready to Support Multi-Assets?

Russell Investments is a global investment solutions partner, dedicated to improving people’s financial security. Russell Investments offers actively managed multi-asset portfolios and services that include advice, investments and implementation.  

Russell Investments has £229.8 billion in AUM and works with over 1,800 clients globally (as of December 2019), independent distribution partners and individual investors in 30 countries. As a consultant to some of the world’s largest pools of capital, Russell Investments has £824.3 billion in Assets Under Advice, Assets traded around £1.8 trillion and managed 133 transition events representing £61.5 billion all through its Customised Portfolio Solutions business. 

Data at 31.12.22.

• Expertise: Institutional investors are going through unprecedented change, which will present opportunities, but in Transition Management that represents unprecedented risk. It’s important for investors to identify the right partner, who can align with their interests, and minimise both costs and risks during the forthcoming changes. Our unique business model, client-centric approach and access to liquidity, helps to ensure the best outcome from a transition.
• Contact 1: Tom Whateley, Associate Director, CPS
• Website: russellinvestments.com/uk/solutions/institutions/customised-portfolio-solutions
• Thought Leadership Content
• Transition Management Explained
• When it comes to portfolio transitions, minutes matter
• De-risking implementation: What DB plans should know

SS&C Advent

• Website: www.advent.com

Clearwater Analytics

• Website: www.clearwater-analytics.com