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Wisconsin Pension Agency to Adopt SimCorp’s IBOR

January 22, 2025 by FTF News

Wisconsin Pension Agency to Adopt SimCorp’s IBOR

Officials say that the State of Wisconsin Investment Board (SWIB) will be working with investment management solutions provider SimCorp to retire an outsourced investment book of record and bring the IBOR in-house to take advantage of real-time data on its positions and exposures across the organization. Created in 1951, SWIB is an independent state agency overseeing… Read More >>

Filed Under: Securities Operations, Affirmation, Allocation & Confirmation, IBOR, Back Office, Buy-Side, Data Management, Artificial Intelligence Tagged With: automation, data management, SimCorp North America, state pensions, third-party outsourcing

Omnis Extends Transfer Agency Contract with SS&C

January 8, 2025 by FTF News

Omnis Extends Transfer Agency Contract with SS&C

Officials say that multi-manager investment firm Omnis Investments Ltd. has extended its transfer agency relationship with SS&C Technologies and among its top goals is the evolution of its digital service offerings. The London-based firm’s contract with SS&C covers “Omnis’s range of mutual funds, which invest across several asset classes and regions. With more than GBP10 billion [$12.6… Read More >>

Filed Under: Securities Operations, Affirmation, Allocation & Confirmation, Back Office, Buy-Side, Data Management, Outsourcing, Digital Transformation Tagged With: back office, data management, Securities Operations, third-party outsourcing, transfer agent

Marlborough Taps SS&C for Fund Services

July 2, 2024 by FTF News

Marlborough Taps SS&C for Fund Services

Marlborough, a U.K. investment management and fund solutions group, has selected SS&C Technologies to provide fund accounting, middle-office, and transfer agency services. “SS&C has signed a long-term agreement with Investment Fund Services Ltd. (IFS), which is Marlborough’s authorized corporate director (ACD) and authorized fund manager (AFM) business,” according to the announcement. The agreement specifies that… Read More >>

Filed Under: Securities Operations, Affirmation, Allocation & Confirmation, Back Office, Buy-Side, Clearing, Corporate Actions, Data Management, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Risk Management, Sell-Side, Settlement, Digital Transformation, FinTech Trends Tagged With: automation, back office, fund accounting, funds services, middle office, Securities Operations, SS&C, third-party outsourcing, transfer agency

Opus Focuses on the Risks of Third-Party Providers

December 1, 2016 by Eugene Grygo

Opus Focuses on the Risks of Third-Party Providers

Compliance platform vendor Opus Global is debuting “an out-of-the-box solution” that offers pre-configured templates intended to help financial services firms assess and manage the risk that comes when working with third-party outsourcers and service providers. The solution, the Hiperos 3PM Banking Accelerator, has been designed to uncover risk problems to help firms comply with regulations… Read More >>

Filed Under: Risk Management, FinTech Trends, Regulation & Compliance, Industry News Tagged With: Alacra KYC/AML systems, compliance, Doug Bergeron, due diligence, Emanuele Conti, Hiperos 3PM, Hiperos 3PM Banking Accelerator, Opus, reputational risk, the Office of the Comptroller of the Currency, third-party outsourcing, VeriFone

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