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Understanding Key Document Types in Fund Administration

Understanding Key Document Types in Fund Administration In Fund Administration, transparency, and accuracy in providing data to their clients are fundamental principles. One way Fund Administrators uphold these standards is by issuing various statements to their...

Get to Know Us

Harmonate: Get to Know Us In the evolving landscape of finance, the role of technology is becoming increasingly pivotal, revolutionizing traditional practices, and unlocking new realms of efficiency and innovation. The Vision Behind Harmonate Founded on a vision of...

Embracing Innovation: The Rise of Technology in Fund Administration

In the dynamic world of finance, the realm of fund administration is experiencing a big shift, driven by technological innovation. Gone are the days of cumbersome manual processes; today, technology is revolutionizing fund administration, offering unprecedented...

Understanding the Core Differences: AI, ML, DL, and NLP

In today’s technology-driven world, buzzwords like Artificial Intelligence (AI), Machine Learning (ML), Deep Learning (DL) and Natural Language Processing (NLP) are tossed around a lot and often used interchangeably. But what do they really mean, and why should you...

What Is Fund Administration?

Imagine you have a friend who helps you manage a club's money - a diligent companion overseeing cash, ensuring rule adherence, and reporting to members on the club's financial well-being. In the world of investing, this friend is what we call a Fund Administrator....

If Great Tech Is Hard to Use, It’s Not Great Tech

If Great Tech Is Hard to Use, It’s Not Great Tech

Technology is never a differentiator in itself. Creating a competitive advantage depends on finding applications of that technology to better serve customers. The distinction may seem obvious, but as fund administrators expand investments in data operations,...

The right mindset can unlock success in fund services

The right mindset can unlock success in fund services

How Elon Musk and a Depression-era self-help book can guide Wall Street forward What do the Oracle of Omaha, America’s Money Manager and the Technoking of Tesla all have in common? Cool nicknames, for sure. But Warren Buffet, Peter Lynch and Elon Musk have other...

Technology and Leadership: A Reading List

Technology and Leadership: A Reading List

Fund administrators and everyone else seeking to grow their business might want to consider Harmonate Chief Technology Officer Richard Scheffrin’s book recommendations. Richard has been moving recently from a tech-heavy reading to a diet of texts on business strategy...

Building credibility in the face of resistance to change

Building credibility in the face of resistance to change

Automating back-office tasks is the way of the future. It’s the indelible image of market upheaval. Whenever there’s a hiccup on Wall Street – boom or bust – the financial press runs photographs of brokers on a trading room floor. Their hair is mussed up. Their ties...