How Fund Administrators Know It’s Time for a New Data Solution Fund managers are professionals at knowing when to buy and sell. Yet the question of when to invest in new data solutions continues to perplex some fund executives and their teams. It can be hard to...
When ‘Know Your Client’ Becomes High Maintenance Work If investing were a romance, Know Your Client rules would require a first date. Fund managers need to confirm the basics about their clients — name, birthday, employment status and financial situation — to make...
FOUR QUESTIONS – Adam Davis of Reformis on Navigating The Politics Of Private Fund Data Operations In this installment in our series of Q&As with leaders in the fund and fund services industry, Reformis Global Data Practice Lead Adam Davis discusses the office...
Clean Data: Where Fund Administration Data Ops Fit in the Fight Against Money Laundering When federal lawmakers passed the annual defense bill in January, they also set into motion new anti-money laundering rules designed to weed out bad players in the U.S. financial...
Harmonate Expands Business Development Team for Private Capital Data Operations Enterprise technology professionals to provide greater access to configurable fund data management SAN JOSE, CALIF. March 9, 2020 – Harmonate announced the expansion of its revenue...
