Harmonate

We provide SaaS based solutions which enable scale and efficiency for the middle and back office functions of funds and fund administrators.

[Harmonate @HarmonateDataOp]

Download our new white paper on how to orchestrate a shift from static manual data and financial operations, over to automated streaming operations that allow you to scale.

#DataOps #FundServices

[Harmonate @HarmonateDataOp]

Rosie Guest talks to Peter Hughes at @ApexGlobalGroup about the key moments in 2021 that tell us what to expect for #privatecapital and #fundservices in 2022.

What's Apex's vision for the future of financial services?

Connect to the podcast linked below.

[Harmonate @HarmonateDataOp]

The SEC is now proposing new rules for disclosure for #privatecapital.

Katanga Johnson at @thomsonreuters quotes Noah Theran "We support the SEC’s broad goal of obtaining timely & relevant information from market participants in a crisis," but the details require further review.

[Harmonate @HarmonateDataOp]

Multiple #fundservices firms are making advances in effectively leveraging the cloud. The Citco Group Limited is an example.

Jenna Lomax at @ASTimes_ provides the details.

[Harmonate @HarmonateDataOp]

Alan Flanagan at @BNYMellon talked with @WSJCustom about how technology is evolving #fundservices.

"As I look ahead, the one word that keeps coming to mind is 'simplification.' We are on a journey to simplify the operating model and simplify our technology stack, which..."

[Harmonate @HarmonateDataOp]

Tomorrow, join Paul Foley of @Akerman_Law, Viktor Kats of Augment Infrastructure and Wouter Plantenga of @NESFinancial and @jtcgroup as they discuss:

- Facts and figures of the #ESG market
- Trends in #impactinvesting
- Best practices in fund formation and operation

[Harmonate @HarmonateDataOp]

Task Force X Capital Management's Kevin Eckert spoke to Jason H. Parker at @WRALTechWire about veteran-led startups as a proven investment strategy.

(read his points on #data in the story below)

[Harmonate @HarmonateDataOp]

How does #privatecapital serve the #veterans that serve us all?

@blackstone announced today achieving its goal of 100,000 veterans, veteran spouses and caregivers hired across portfolio companies.

(see @danprimack's exclusive for @axios below)

[Harmonate @HarmonateDataOp]

Global tax reform is marching forward at the same time that #COP26 and its #ESG implications unfold.

Blake Stevens and the team at @BDOGlobal have set up a resource hub to answer questions.

[Harmonate @HarmonateDataOp]

Episode 2 of @ApexGlobalGroup's The Single Source podcast is out!

Rosie Guest talks with Jonathan Farr of @wateraid about private capital and water and how to think about what's next from #COP26.

[Content Allies @content_allies]

Kevin Walkup, CEO at @HarmonateDataOp argues that technology is a stabilizing agent that can counter black swan events. Businesses that refuse to evolve can easily be taken down when the market gets hit. But adopting automation and tech make you more capable of coping.

[Harmonate @HarmonateDataOp]

How critical will #dataoperations and automation of high stakes workflows be in deciding the top three fund administrators of this decade?

[Harmonate @HarmonateDataOp]

Des Johnson at @Centaurfs accurately predicted in @PEWireNews the role that #dataoperations and automation of high stakes workflows would play in 2021:

“Data is now produced and accessed in real time, so GPs need to offer their investors..."

[Harmonate @HarmonateDataOp]

Alex Lynn at @PEI_news highlights @ADDXco and @partnersgroup's move into tokenization and blockchain for #privatecapital.

[Harmonate @HarmonateDataOp]

Nick Fitzpatrick at @fundseurope reports specialist #fundadministration is becoming a magnet for top talent like @VistraGroup's Jervis Smith, who in turn points out the same forces driving that are also changing pricing and increasing demand for automation.

[Harmonate @HarmonateDataOp]

There is a new podcast being offered by @ApexGlobalGroup called “The Single Source.”

Episode 1 focuses on #ESG with Jessica Bloom and Kyle Burrell of @EYnews, as well as Andrew Pitts-tucker and Stacey Arrigo Kelly from Apex.

[Harmonate @HarmonateDataOp]

What technologies really matter for the future state of #privatecapital operations?

To find out, @ASTimes_ sat down with:

Eric Bernstein, @Broadridge
Dragan Mircov, LPA
Ryan Burns, @NorthernTrust
Hans Brown, @BNYMellon
Keith Hale, @TrustQuay
Will Stevens, @IHSMarkit

[Harmonate @HarmonateDataOp]

You will want to catch @jtcgroup/@NESFinancial's webinar on November 16th at 2pm ET with Wouter Plantenga on the ESG Revolution in Private Funds: How to Attract the Next Generation of Investors.

#ESG #FundAdministration #DataOps

[Content Allies @content_allies]

Kevin Walkup, CEO at @HarmonateDataOp shares that a business just like a person has characteristics that can indicate your level of success. No matter what the industry. Founders should aim to implement these ASAP to dictate the cadence of your team. Tune in for more.

[Harmonate @HarmonateDataOp]

The recent webinar by @allvuesystems about how to create the #fundadministration dream team was quite good. It featured:

Emily Salter, @LionpointGroup
Jay Maher, @MainstreamGHL
Michael Trinkaus, @4PinesFS
Albert Cilia, @TridentTrustInt

Watch the recording today!

[Harmonate @HarmonateDataOp]

A new @ASTimes_ piece by Madeleine Saghir covers the technological evolution of #fundadministration.

One central factor? The need for fund administrators to adopt tech & #dataoperations for high stakes workflows have been driven in part by increased allocation to...