News
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May 11, 2021
Private Capital Data Operations are Demanding More Political Science Than Engineering
Data isn’t just an IT issue, it’s a business priority. Adam Davis, global data practice lead at Reformis, explains how to make the entire firm see it that way.
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May 3, 2021
What Wildfires Taught Me About Data Ops
As my family evacuated in the face of the monster fires raging around us in the hills above Silicon Valley last year — part of my mind was on work. I couldn’t help thinking as a newly minted CEO of a data ops fintech; this brings new meaning to the well-worn complaint of “constantly putting […]
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May 2, 2021
What Makes Enterprise AI Different From Any Other AI?
Has enterprise artificial intelligence (AI) lived up to the hype generated at a decade’s worth of industry conferences? Or is it coming up short? Maybe putting the word “enterprise” in front of AI just adds up to a marketing spin. It depends on how individual businesses deploy AI.
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March 29, 2021
Data Ops in Fund Administration Require a Human Touch
Today’s large fund administrators service hundreds to thousands of fund managers and institutional investors. Automation is driving down margins across the investing industry. Price competition has become fierce. There is a great deal of talk about technology being an edge, but a human touch is still needed.
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March 24, 2021
Fintech co. Harmonate to move HQ to Austin from Silicon Valley
Austin’s welcome mat might seem pretty well-tread at this point. But with each new addition to the tech ecosystem, Austin’s pool of talent and opportunity gets a little deeper. The latest addition is a San Jose data services company called Harmonate.
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March 23, 2021
Harmonate Moves Headquarters To Austin, Texas To Launch Next Stage Of The Private Capital Data Operations Revolution
Harmonate announced it will relocate its corporate headquarters from San Jose, California to Austin, Texas as the private capital data operations company scales to meet demand from fund administrators, asset managers and allocators for its Conductor product.
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March 9, 2021
Harmonate Expands Business Development Team for Private Capital Data Operations
Harmonate announced the expansion of its revenue development team as the data operations company meets demand from fund administrators and private capital leaders. Enterprise technology professionals will provide greater access to configurable fund data management.
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December 4, 2020
Harmonate partners with JTC
The partnership enables faster, accurate extraction of financial data for institutional fund and private wealth clients.
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December 3, 2020
Harmonate Appoints Richard Scheffrin CTO to Sustain Leadership in Data Operations for Funds
Enterprise technology veteran to accelerate the data management revolution in FundsTech. “Richard’s experience, leading pragmatic innovation and driving long term product strategy allows businesses to seize opportunities others can’t,” said Harmonate CEO Kevin Walkup.
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December 2, 2020
Harmonate’s Data Operations Platform to Serve Global Powerhouse Servicing More Than $130 Billion in Assets
“Our institutional and private clients understand the power of data relative to their own organizations and as their trusted partner, they turn to JTC for the solutions that will meet their growing need for pace, quality, usability and information security,” said JTC Group CEO Nigel Le Quesne.
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December 2, 2020
JTC Group Selects Harmonate To Expand Data Management Strategy
Harmonate announces its selection by JTC Group (LON:JTC) to allow faster, accurate extraction of financial data for institutional fund and private wealth clientele, broadening access to diverse sources and forms of data to enhance offerings and provide unprecedented speed and reporting capabilities to the global JTC customer base.
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November 18, 2020
High tech fund administration is doing something wrong if it feels too high tech
The stage is set for tremendous change in the fund administration space, as tech-savvy industry disruptors look to gain a foothold and incumbents invest in solutions to keep pace. Call it “new fund administration”, writes Michael Trinkaus, CEO at 4Pines Fund Services.
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October 28, 2020
From Acorns into Oaks
There is a very real risk of being left behind, for fund professionals who haven’t figured out data operations and data management yet. In Asset Servicing Times’ latest issue, Harmonate’s Kevin Walkup discusses common mistakes and a playbook for avoiding traps.
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October 23, 2020
Change management is the secret ingredient in successful data operations for funds
In many cases the best technology isn’t really about the technology at all, it’s about the people skills and implementation, writes Stephen McClain, head of product here at Harmonate.
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September 25, 2020
Can a person be “too nice” to be a strong leader?
Effective leadership and change management are critical to shepherding teams through an evolution to true data operations at private funds and fund services, as well as to gain ground with impact investing and leaning into change generally.
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September 23, 2020
Here’s why tech CFOs are taking a new look at pricing strategy
The coronavirus pandemic is compelling companies to re-imagine their workplaces at the same time as they are rolling out new products and services that will determine their survival in a transformed economy, writes John Hart, Chief Financial Officer (CFO) of funds tech company Harmonate.
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September 4, 2020
Fund Management: Leveraging AI To Streamline Data Operations
Kevin Walkup, CEO of Harmonate, elaborates on the factors that drive real change in private fund operations. He explains how technology is the driving force in fund management and answers the question fundraisers have about data operations.
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August 25, 2020
4Pines Fund Services Selects Harmonate For Data Operations
Harmonate’s platform is now available to asset managers through 4Pines Fund Services, allowing funds to move past limits on the speed, savings, accuracy and insights latent in their middle and back office
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August 18, 2020
Harmonate Appoints Kevin Walkup CEO to Expand Leadership in Data Operations for Funds
We’re proud to announce our President and COO, Kevin Walkup, is taking the helm as CEO. Here is an executive who can tell you first hand what it looks like when leaders pivot into technology and take their teams to market dominance as an industry evolves.
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August 3, 2020
Fund Data Operations and Banks Have Something To Learn From An Obscure Immigrant Investor Program
Technology infrastructures can empower immigrants to invest, work and grow the American economy where they are needed most and when everyone is pulling together to start again.
