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Service Provider Directory




SEARCH RESULTS: 238 Technology Vendors


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Katherine Vasilakos
Sales Manager
600 Townsend Street
San Francisco CA 94103 USA
(800) 727-0605

Specialty: With more than 500 alternative investment clients, Advent for Hedge Fund Managers is used by more than twice the number of hedge funds and limited partnerships as the nearest competitor. The industrys first front-to-back-office hedge fund management solution, Advents solution is designed to meet the specialized needs of hedge funds and fund-of-funds of all sizes and strategies. The Advent solution includes integrated modules for: fund accounting and reporting, partnership accounting, prime broker reconciliation, and trading. Whether you manage a multimillion-dollar startup or a multibillion-dollar global fund, Advent for Hedge Fund Managers offers a complete solution for the diverse functional and technical challenges of your firm. Advent Software, Inc. (www.advent.com), a multi-national company, has been providing trusted solutions to the world's leading financial professionals since 1983. Firms in 50 countries using Advent technology manage investments totaling more than US $8 trillion.
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Technology Vendors/Europe  Latin America  Offshore  US & North America 
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FEATURED COMPANY
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Diane Lockwood Field Marketing Manager, North America
212-625-5292
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33 Whitehall St.
28th Floor
New York NY 10004 USA
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Specialty: Algo Risk Service is a Web-based market risk measurement and management service. ARS provides a wide variety of risk analytics via an online workbench. Portfolio managers, traders, risk managers and senior officers can use ARS to take a proactive approach to risk oversight and decision-making. ARS is delivered online, requiring nothing but a browser. Behind the scenes, the client receives his own dedicated hardware hosted at Algos data center. The user provides a daily portfolio holdings extract electronically. Algos turnkey systems integrate this holdings data with market data (yield curves, fx rates, volatility surfaces, etc.) and terms and conditions data (maturity dates, call schedules) from a variety of sources to produce the valuations and scenarios which drive the risk measurement process. Users can access the full functionality of the application over the internet, creating and editing positions, defining reports, running what-if trade analysis, and using optimization routines to minimize risk.
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Technology Vendors/Asia  Europe  Latin America  Offshore  US & North America 
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FEATURED COMPANY
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Zack Margolis Vice President
(866) 602-2020
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1200 Bedford Street
Stamford CT 06905 USA
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Specialty: Cervalis is a premier provider of IT infrastructure solutions. Our solutions include business continuity / rapid recovery, data backup and replication, managed hosting, email hosting and recovery, managed security, managed storage, networking & telecommunications and co-location. The companys skilled professionals, world-class facilities and outstanding customer support provide our clients with a secure IT environment that ensures business resilience. Our solutions protect two of a companys most critical assets: its information and its ability to provide seamless customer service. We pledge to deliver 99.999 percent availability, virtually guaranteeing our clients operational continuity. Cervalis state-of-the-art operations centers total more than 80,000 square feet of space. The company has achieved TruSecure Service Provider and SAS 70 Type II Certificationsevidence that our operational processes and controls meet superior standards of security, reliability and availability. We are also proud to be a member of the Cisco Powered Network Program. Cervalis provides comprehensive management of mission-critical operations 24 hours and day, 365 days a years. This allows our clients to focus on their core business and have the ability to provide seamless customer service under virtually any conditions.
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Technology Vendors/US & North America 
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FEATURED COMPANY
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Joan Tesla Director of Marketing
412-802-8632
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600 River Avenue
Pittsburgh PA 15212-5935 USA
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Specialty: Confluence, the global investment industry's leading provider of automated financial reporting solutions, offers Unity™. Unity™, the Confluence fund administration platform, addresses a wide range of problems from performance measurement to customized reporting for a full array of domestic and international managed investment products, including mutual funds, funds of funds, collective funds, separate accounts, and variable products, as well as hedge funds and other alternative investments. Major fund companies such as Evergreen and Merrill Lynch and service providers like JPMorgan, PFPC and Bank of New York rely on Confluence. Confluence, headquartered in Pittsburgh, PA, serves the international fund industry with key locations in London and Luxembourg. For more information, visit www.confluence.com or e-mail info@confluence.com.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Technology Vendors/US & North America 
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FEATURED COMPANY
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Michael Cafaro Director of Commercial Markets
212-763-5532
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220 West 42nd Street
New York NY 10036 USA
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Specialty: EXENET is a vertical services provider of IT optimization and assurance solutions in the alternative investment and legal markets. With years of experience in enterprise financial IT, EXENET specializes in the unique requirements of hedge funds and the alternative investment community. EXENETs highly scalable enterprise-class solutions are delivered and maintained throughout their life cycle by consulting, architecture, design, integration, managed services, and support staff with broad expertise in the areas of collaboration, mobility, contingency, and security. EXENET solutions are provided by a professional services staff and are supported throughout their lifecycle by EXENET Managed Services, delivered through EXENETs enterprise-class, 24x7 Network Operations Center.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Technology Vendors/Offshore  US & North America 
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FEATURED COMPANY
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Vinod Paul Managing Director of Service & Business Development
212-954-0600
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529 Fifth Avenue
7th Floor
New York NY 10017 USA
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Specialty: Founded in 1995, Eze Castle Integration (www.eci.com) is a leading provider of technology and IT services to hedge fund and investment firms. More than 500 hedge fund companies managing more than $300 billion in assets rely on Eze Castle Integration to be their single source for strategic IT consulting and support in designing, procuring, deploying and managing their IT and telecommunications infrastructures. Service areas include Startup and Relocation, Outsourced Technology Support, Telecommunications, Business Continuity and Disaster Recovery, Archiving and Internet Service. The company is headquartered in Boston and has offices in Chicago, Los Angeles, New York, Minneapolis, San Francisco, Stamford, and London.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Sponsor of the Spring 2009 Fund Services Conference, held June 18, 2009, in NYC.
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Sponsor of the Investor Outlook and Master Classes, held October 2, 2007, in NYC.
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Technology Vendors/US & North America 
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FEATURED COMPANY
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Jonathan Brickman EVP and Global Head of Business Information Services
301-760-2530
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4833 Rugby Avenue
Suite 600
Bethesda MD 20814 USA
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Specialty: Hemscott provides high-quality financial data, maintaining a global database of over 15,000 public companies and more than 230,000 professional profiles. The Bigdough product integrates account management and prospecting tools helping you build relationships with money managers.
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The Lipper HedgeWorld Expo 2006 Fund Services Expo was a success. We thank our sponsors and attendees for their participation.
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Technology Vendors/Offshore  US & North America 
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FEATURED COMPANY
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Gurvinder Singh
917.345.3431
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66 York Street
Jersey City NJ 07302 USA
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Specialty: Indus Valley Partners is a niche technology consultancy focussed on the capital markets space. IVP has been serving the needs of the hedge fund space for over five years including some of the largest hedge funds and fund of funds. IVP has experience in building, integrating multi asset class front, middle and back office systems and has worked with most leading vendor solutions prevalent in the hedge fund market. IVP also provides custom technology solutions addressing specific buy side needs around Reconciliations, Reporting and Connectivity monitoring.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Sponsor of the Fund Services Expo and Conference 2008, held June 3, 2008, in NYC.
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Technology Vendors/US & North America 
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FEATURED COMPANY
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Caleb MCann Strategy Director and Founding Partner
603-570-7300
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953 Islington St.
Portsmouth NH 03801 USA
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Specialty: InvestorFlow is a suite of integrated digital marketing and investor relationship management applications designed to streamline and improve communications throughout the investor relations lifecycle. InvestorFlow enables timely and professional communications by providing 360-degree visibility from information gathered across the entire organization and at all possible investor touch points. Investor relationships are increasingly supported through digital applications, with investors demanding transparency and continuous communication from investment management companies. InvestorFlow provides a solution that extends relationships online through personalized portals and email communications while enabling investors with intuitive workflow and process management tools. The proprietary core of InvestorFlow provides security and administration, web-based publishing and controls for document management, real-time reporting and tracking, custom charting components, as well as integrated print/ PDF publishing. InvestorFlow includes investment management business logic for the streamlined uploading and automatic posting of capital call notices, general correspondence, tax information, and distributions. Additionally, InvestorFlow provides extended functionality for the management of investor meetings, due diligence web sites for new funds, and an integrated contact manager. InvestorFlow is a product line of Silver Oven, the leading branding and digital agency for the investment management industry. Silver Oven has branded the management of over $1.5 trillion worth of enterprise value for private equity firms, hedge funds, venture capital, funds of funds, and asset managers.
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Sponsor of the Spring 2010 Fund Services Conference, held May 20, 2010, in NYC.
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FEATURED COMPANY
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Tara Phelan Marketing Manager
212-485-8580
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350 Park Avenue
New York NY 10022 USA
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Specialty: Linedata Services (LIN:FP) is the leader for investment software, solutions, and services. Linedata combines global reach, financial strength, and a deep understanding of Asset Management, Leasing & Credit Finance, and Insurance & Savings. Linedata Services Asset Management (www.ldsam.com) provides comprehensive, scalable solutions to the buy-side, managing the entire investment process from pre-trade to settlement. Linedata is unique because it offers a full front- to back-office solution via enterprise installation, hosting, or as an Application Service Provider, and has 20 years experience delivering ASP solutions. Headquartered in France and listed on the Paris stock exchange, Linedata Services achieved revenues of EUR 164.8 million in 2007, has offices worldwide and services more than 800 clients across 50 countries. For more information visit Linedata Services at www.linedata.com.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Technology Vendors/Asia  Europe  Latin America  Offshore  US & North America 
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FEATURED COMPANY
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Stuart Sheppard VP, Director of Sales
(617) 393-2377
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44 Pleasant Street
Suite 200
Watertown MA 02472 USA
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Specialty: InvestorDynamo is an investor and compliance management application for hedge funds and funds of funds. It allows investor relations teams to easily send and track email, fax, and paper mailings to interested parties. The system helps meet compliance requirements, proactively track key statistics (e.g. ERISA exposure), and report to clients online. InvestorDynamo comes in several packages with features and pricing set to appeal to both emerging managers and established funds. All data is accessible in Outlook, offline and via PDAs. Unlike other systems, it poses no risk to your mission-critical applications (trading, email). Netage Solutions, Inc. has been developing software exclusively for the global alternative assets industry for over 7 years and has clients managing over $65 billion in assets worldwide.
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Technology Vendors/Europe  US & North America 
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FEATURED COMPANY
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Keith Walsh Director of Sales, Americas
617.856.5283
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55 Thomson Place
Boston MA 02210 USA
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Specialty: Omgeo creates certainty in post-trade operations through the automation and timely confirmation of the economic details of trades executed between investment managers and broker/dealers. Every day Omgeo enables an efficient community of more than 6000 financial services clients in 45 countries to manage matching and exception handling of trade allocations, confirmations, and settlement instructions. Leading organizations rely on Omgeo to help manage an increasingly complex investment industry by providing operational stability and solutions that complement the focus on profitability in an era of escalating trade volumes. Across borders, asset classes, and trade lifecycles, Omgeo is the global standard for operational efficiency across the investment industry. Formed in 2001, Omgeo is jointly owned by the DTCC and Thomson Reuters. For more information, please contact Keith Walsh, Director of Sales, Americas at 617.856.5283 or keith.walsh@omgeo.com.
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Sponsor of the The Hedgeworld October 2010 Conference, held October 21, 2010, in NYC.
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Sponsor of the Spring 2010 Fund Services Conference, held May 20, 2010, in NYC.
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Sponsor of the Fall 2009 Fund Services Conference, held October 6, 2009, in NYC.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Sponsor of the Spring 2009 Fund Services Conference, held June 18, 2009, in NYC.
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Sponsor of the Investor Outlook and Master Classes, held October 2, 2007, in NYC.
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Technology Vendors/Europe  Offshore  US & North America 
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FEATURED COMPANY
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Oracle Financial Services
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Sairaman Kalpathi Manager - Regional Business Development and Product Strategy
917 881 0789
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Edison NJ 08817 USA
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Specialty: Oracle Financial Services Software Limited, a majority owned subsidiary of Oracle Corporation, is the world leader in providing IT solutions to the financial services industry. Its range of applications software, custom solutions & consulting services enable financial institutions to cut costs, respond rapidly to market needs, enhance customer service levels and mitigate risks.
Oracle Corporation, the largest enterprise software company, provides software and services that helps organizations receive the most up-to-date and accurate information from their business systems. Oracle and Oracle Financial Services Software provide the industry's most comprehensive packaged software and services solutions footprint for the financial services industry.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Technology Vendors/Asia  Europe  Latin America  Offshore  US & North America 
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FEATURED COMPANY
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Meredith Jones Managing Director
212.661.6050
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58 West 40th Street
4th Floor
New York NY 10018 USA
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Specialty: PerTrac Financial Solutions provides analytic and workflow solutions for investment professionals, serving approx. 2,000 companies in 52 countries. The company offers the PerTrac Analytical Platform, PerTrac CMS and PerTrac Portfolio Manager, providing clients with investment analysis, investor relations, due diligence, and portfolio management tools.
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Sponsor of the Investor Outlook and Master Classes, held October 2, 2007, in NYC.
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Technology Vendors/US & North America 
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FEATURED COMPANY
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Eric Wells Prseident & CEO
415-946-6100, Mobile: 415-846-2127
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555 Montgomery Street
Suite 1210
San Francisco CA 94111 USA
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Specialty: Softagon is a professional services firm offering customized software solutions for hedge funds, prime brokers and investment companies ranging from back office reporting systems to complex derivatives pricing, real time portfolio management and trading applications. Softagon, founded in 1998, is committed to the highest levels of quality and client satisfaction, with senior consulting professionals based in San Francisco and New York. Softagons team of consultants have in-depth hedge fund experience combined with deep expertise in software development and the technology platforms found in the hedge fund industry. Softagon offers custom software that meets the unique requirements of each firm and extracts greater value from an extended network of data providers, custodians and technology vendors. Softagon is a Microsoft Gold Certified Partner and an Advent Consulting Services Partner. 415-846-2127, ewells@softagon.com, www.softagon.com.
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Sponsor of the Fall 2009 Fund Services Conference, held October 6, 2009, in NYC.
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Technology Vendors/Asia  Europe  Latin America  Offshore  US & North America 
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FEATURED COMPANY
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FEATURED COMPANY
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Jeff Stricker Account Executive
312- 961-5679
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6250 River Rd
Rosemont IL 60018 USA
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Specialty: With annual revenue of $5 billion, SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. SunGard serves more than 25,000 customers in more than 50 countries, including the world's 50 largest financial services companies
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Sponsor of the Managed Futures & Commodities Investing Event, held April 22, 2008, in Chicago IL.
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FEATURED COMPANY
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Kevin Carley Account Manager, Financial Services Industry
212.596.1125
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1114 Avenue of The Americas
32nd Floor
New York NY 10036 USA
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Specialty: Sybase - the leader in data management technology to Capital Markets for 20 years. Sybase technology powers 90 percent of the world's securities firms to help them analyze vast quantities of market data. Analysis of real-time and historical market data is the lifeblood of all hedge funds. Exponential increases in data volume and data velocity has made this increasingly challenging. Sybase is delivering a new generation of technology that incorporates low-latency processing of vast quantities of historical market data to deliver ultra-fast and super-smart trading systems. Contact Sybase to learn more about how our "Real-time Analytics Platform" can turbo-charge your competitive edge.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Sponsor of the Fund Services Expo and Conference 2008, held June 3, 2008, in NYC.
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Technology Vendors/US & North America 
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FEATURED COMPANY
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Liam Huxley Director
+44 207 000 3102
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3 Bunhill Row
London NA EC1Y 8YX United Kingdom
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Specialty: Syncova Solutions provide margin and financing software and consulting services to Hedge Funds and Prime Brokers. Our Hedge Fund product, Optima/Fund, provides the ability to replicate the margin and financing calculations of all Prime Broker and OTC counterparties. It also provides tool to reconcile, optimise across counterparties, do What If testing, and review analytics for portfolio liquidity, capital usage, and funding costs. The cross broker optimisation can optimise portfolios based on best leverage, minimising funding and borrow costs, and can be configured to reflect the specific agreement terms of each relationship. Our Optima/Broker platform was launched in 2006 and is in use by several Prime Brokers as their full cross product margin platform, supporting flexible rule configuration, support for all asset classes, and a completely configurable account hierarchy.
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Sponsor of the Fall Fund Services Expo and Conference, held October 2, 2008, in NYC.
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Technology Vendors/Asia  Europe  Latin America  Offshore 
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FEATURED COMPANY
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Penny Savage Marketing Communications
646 223 4438
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3 Times Square
New York NY 10036
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Specialty: Thomson Reuters is a leading provider of financial content, data management software and trade & risk management solutions for the Hedge Fund industry. Our tools and content, both real-time and historical are helping Hedge Funds to run their businesses more efficiently. By utilizing Thomson Reuters experience in delivering data and helping Funds distribute the data throughout their organization, Fund managers are free to focus on what they do best; manage the portfolio.
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Sponsor of the Fund Services Expo and Conference 2008, held June 3, 2008, in NYC.
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Sponsor of the Managed Futures & Commodities Investing Event, held April 22, 2008, in Chicago IL.
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Sponsor of The Lipper HedgeWorld Risk Forum, held October 25, 2007, in Greenwich CT.
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Sponsor of the Investor Outlook and Master Classes, held October 2, 2007, in NYC.
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The Lipper HedgeWorld 3rd Fund Services Expo was a success. We thank our sponsors and attendees for their participation.
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Technology Vendors/US & North America 
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