![6 Keys to Reconciliation: What Asset Management Operations Really Need to Know [Complimentary Whitepaper]](https://www.ftfnews.com/wp-content/uploads/2012/10/recs-whitepaper-150x150.jpg)
“>Download Whitepaper Now Complimentary Whitepaper Reconciliation Best Practice What Asset Management Operations Really Need to Know. Featuring expert insights on the six key functional areas critical to reconciliation. By Duncan Wheatley, Managing Director of Watson Wheatley Financial Systems. The reconciliation system occupies a unique and privileged position in the asset manager’s middle and back office
Back-Office
Reconciliation Vendors Say Cheeeeese
This week, FTF held its 7th Annual Reconciliations & Exception Management Conference in New York City. The event was a great success with over 100 attendees and 10 sponsors. Take a look through some of the great companies that participated: Thanks again to our sponsors, speakers and delegates. We look forward to seeing everyone next
Guest Blog
Capital Markets and Expensive Errors
Guest Contributor: Joseph DiNardo, Senior Product Manager, Bonaire Software Many capital markets firms have been asking themselves the following: “How confident is my expense management team in the accuracy and validation of trade expense costs when paying vendor invoices?” – or – “Have we compared trade execution fees across vendors for optimal pricing?” These questions stem
Corporate Actions
Securing an IT Budget for a Corporate Actions Project
Guest Blogger: Kevin Cullen, Communications & Marketing Director at Information Mosaic Since the financial downturn, getting budget for any project seems harder than ever. With the renewed emphasis on regulation, risk mitigation, and data standardization, the focus may have turned away from front-office and trading to the middle-office and post-trade areas. In the case of
Financial Technologies Forum (FTF)
FTF News Magazine: Summer 2012
Download the Summer 2012 issue of FTF News Magazine to read about: FTF News’ Person of the Year: Keeping up with XSP’s Brendan Farrell OMS players breaking into the middle- and back-offices J.P. Morgan’s push for best practice guidelines to help sort out diverse commercial data models How Loomis Sayles is bracing for the OTC
Back-Office
Corporate Actions in the Cloud, ISO 20022 and Data Barriers, Oh My
It’s official. The preliminary agenda for the FTF 6th Annual Corporate Actions Processing Conference is up, live and ready for your viewing pleasure. This year, we will be focusing on how corporate action departments can overcome real-time reporting requirements, changes in tax law and ever-tightening IT budgets. Attend our 6th annual Financial Technologies Forum’s Corporate
Guest Blog
The Operational Due Diligence Opportunity for Hedge Funds
Guest Contributor: Jason Scharfman,, Esq., CFE, CRISC, Managing Partner, Corgentum Consulting In the past, many hedge fund managers may have cringed at the mere thought of an investor inquiring about conducting a distinct operational due diligence review. Such reticence represents a missed opportunity. Hedge funds often work hard over many years to develop strong operations and
Guest Blog
The Mantra of Transparency: Unified Data and Systems for the BD
Guest Contributor: David Fetter, CEO of Quadron Data Solutions Another year is drawing to a close, and when reflecting upon 2011, it’s apparent to everyone that it has been a year of ups and downs. What has 2011 brought to the financial services industry – a mantra of transparency to be delivered through regulation and
Conference and Event Planning
Boston Here We Come
Financial Technologies Forum not only offers quality conferences each year, but we also offer a variety of instructional training courses for securities industry professionals. Originally, these courses only took place at our home base in the Wall Street district of New York City. Since then, however, we have expanded to the cities of Chicago, San
Securities Operations
The Question of Security
The Financial Services industry has come a long way since its humble beginnings. It is hard to believe that all financial transactions, from record keeping to reconciliations and trades, were all done by hand at one time. What may be even more amazing is that individuals were actually able to keep track of the massive
