Resources

Here are the most frequently used phrases in the blooming reconciliation software space. You will notice it’s common to come across familiar words in unusual combinations. Often terminology is tied to the software platform employed by a respective company and varies from system to system, although the processes referred to are essentially... read more

The Axia Custody solution comprehensively covers all the needs of the Custodian Services market and provides the required flexibility to continuously adjust to its ever-evolving needs. Operating on a single platform, it effectively supports the full spectrum of all global and sub-custodian operations related to Transactions, Clearing and... read more

Higher trading volumes, more complex products, and increasing regulatory and audit scrutiny - the reconciliations environment grows more challenging by the day. However it is becoming clear that legacy systems are unable to keep up with demands. Firms are turning to innovation and new technology, but which of these 'silver bullets' are actually... read more

Amid increasing demand for solutions that enable the remote completion of agreements that traditionally required in-person contact, DocuSign (NASDAQ:DOCU) today announced its acquisition of Austin-based startup, Liveoak Technologies, for $38 million in an all-stock transaction. Liveoak uses web-based videoconferencing, collaboration, identity... read more

Alex Bon, Head of Marketing for APAC, gives his thoughts on the key industry concerns around the transition away from Libor, including how the discontinuation deadline will be impacted by the Covid 19 pandemic, the benefits and challenges of pre cessation triggers, and how firms are preparing for ‘big bang’ discounting switches. Find out more... read more

The move away from the London Interbank Offered Rate (LIBOR) and other IBORs to Risk-Free Rates (RFRs) is no doubt a challenging transition for most capital markets participants. With working groups and regulators around the world striving to create a clear path to reform, financial institutions need to start preparing for change. Find out more... read more

Harmoney is New Zealand’s leading peer-to-peer lending platform that matches borrowers with investors. Harmoney became eager to put a solution in place that could not only scale up with its growing footprint, but also ensure visibility into common issues across systems and operations. It was also important to Harmoney to adopt a reconciliation... read more

Learn how FundCount provided Fund Associates with seamless integration of portfolio, partnership and general ledger accounting on one platform. FundCount's powerful software enables Fund Associates to structure new business investments and aid emerging manager clients launch their funds efficiently. Download the case study to learn more. read more

iProov technology is to be deployed by Dutch challenger bank Knab, to provide an effortless online biometric experience to its nearly 500,000 customers. Knab customers can effortlessly authenticate themselves for a growing range of sensitive transactions using iProov’s patented Flashmark technology. The partnership with the online-only bank,... read more