Product Listings
Wokelo is a platform that employs Gen-AI to automate intricate research workflows such as due diligence, sector research, and portfolio monitoring. Through its unique large language model based-agents, Wokelo simplifies and expedites the process of data curation, synthesis, and triangulation, providing outputs that are readily usable. The platform aids diverse entities such as private equity funds, investment banks, consulting companies, and corporates in making decisions based on data.
BlackRock operates as a worldwide asset management company along with providing technology solutions. Its core objective is to enable an increasing number of individuals to attain financial well-being. It assists numerous people in building investments that serve them throughout their lives, making the process of investment simpler and affordable. BlackRock supports the concept of sustainable investing as it strongly believes this approach provides improved outcomes for the investors. The company strives to cultivate a more robust economy that can have a broader beneficial influence. It uses a unique approach of asking bigger questions, challenging conventions, and fostering new thinking. Therefore, this applicative methodology enables it to initiate significant actions.
Allvue Systems is a technology firm that specializes in providing cloud-based data and service solutions to managers in the private capital markets. The firm offers an integrated software suite designed to facilitate streamlining of operations, improve data accuracy, and enhance investment decision-making. Its services cater to private equity managers, private debt managers, public credit managers, fund administrators, and banks. The firm operates in various regions including North America, Europe, and India. A distinguishing feature of Allvue Systems is its investment in Artificial Intelligence for research and development, aiming to provide clients with optimized workflows, automated processes, and enhanced analytical insights throughout the entire investment lifecycle.
AlphaSense operates as a market intelligence and search platform. This company's technology is AI and generative AI-based, designed to support decision making with a range of insights from public and private sources, like company filings, event transcripts, call transcripts from experts, news articles, trade journals, and equity research. The platform was established in 2011 to assist professionals in making informed business decisions. AlphaSense maintains its headquarters in New York City, with additional offices located around the globe — in the U.S., U.K., Germany, Finland, and India. The workforce of AlphaSense is quite extensive and includes over 1,000 individuals.
Calibre is a FinTech firm specialising in developing a suite of Research Management System (RMS) tools for institutional active equity asset managers. With two decades of industry experience, CalibreRMS has been curated to provide a bespoke solution that aids investment teams in attaining their investment objectives. The tool suite addresses common complications in company, ESG and thematic research, stewardship and portfolio insights, and aids in systematising the investment process. The Research Management System developed by Calibre makes it conceivable for active managers to integrate internal and external ESG data, track company problems, engagement, and proxy voting. This system synergy with leading financial data vendors facilitates ready access to required data. Calibre RMS enables equity analysts and portfolio managers to amalgamate, model, scrutinise and collaborate on their research and investment decision-making activities. With support and development teams based in Australia, Calibre possesses domain-specific expertise in equity, customised solutions, and commendable support. Calibre's deep-rooted FinTech capabilities along with a mature SaaS-based system drives consistent innovation, thereby addressing the changing needs of its diverse users.
Iress is a global firm with over 2000 team members, dedicated to the creation of software optimized for the financial services industry. Catering to various financial sectors, including advice firms, challenger banks, insurance companies, investment managers, traders, and brokers, its software is utilized by over 10,000 businesses and approximately 500,000 individuals. Iress' operational footprint extends across regions like Asia Pacific, the United Kingdom and Europe, North America, and Africa. Its objective is to simplify financial services through technology.
Morningstar, Inc. is an independent provider of investment insights, operating across North America, Europe, Australia, and Asia. The company caters to various market participants such as individual and institutional investors in both public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and fixed-income securities issuers. Morningstar specializes in delivering data and research insights on a multitude of investment offerings that include managed investment products, publicly listed companies, private capital markets, and debt securities, along with real-time global market data. Furthermore, Morningstar renders investment management services via its investment advisory subsidiaries. The firm operates on a global scale, having wholly-owned subsidiaries in 32 countries.
Landytech offers Sesame, an investment management platform designed for asset owners, managers, and advisors who handle complex multi-asset portfolios. The platform operates as a reliable source of investment data and provides tools necessary for enhancing performance. Institutional-grade analytics, automated reporting, superior data connections and security are key features of Sesame. It helps teams focus on building value instead of managing spreadsheets.
Stewardpoint is a techno-centric company that primarily focuses on stewardship execution, management and reporting. The company facilitates the bearing of fiduciary responsibility for institutional investors and asset managers by simplifying the intricate processes inherent to investment stewardship. Its products are directed at allowing shareowners to readily conform to the stewardship objectives of every stakeholder within the investment value chain.