FundQuest is a $40 billion asset management firm that offers outsourced investment management and support services to RIAs and other financial advisory firms. Its platform provides proposal generation tools, portfolio accounting, client reporting, and other services to supplement an RIA's core functions. It has partnerships with major custodians and offers both actively and passively managed model portfolios, including its own ActivePassive portfolios that combine both strategies. RIAs can also offer their own proprietary products through FundQuest's platform.
An introduction to AmplioGroup's offerings.
AmplioGroup is a specialized boutique consultancy focused on excellence in working capital performance (order-to-cash and procure-to-pay).
With 20 years of global experience, AmplioGroup’s practitioners have assisted over 700 clients to generate more than $35 Billion in cash flow improvement.
Our expertise is global in reach – we have extensive experience in all the key industrialized nations and all the major business and industrial segments.
Our approach is data and metrics driven yet with deep focus on the people in the O2C and P2P processes. Practical skills sets, knowledge bases and communication capabilities drive working capital performance and we empower process stakeholders through augmented abilities and ongoing results measurement.
We believe that optimized cash performance and effectively managed customer satisfaction go hand in hand. Our approach enhances both performance and satisfaction.
An introduction to AmplioGroup's offerings.
AmplioGroup is a specialized boutique consultancy focused on excellence in working capital performance (order-to-cash and procure-to-pay).
With 20 years of global experience, AmplioGroup’s practitioners have assisted over 700 clients to generate more than $35 Billion in cash flow improvement.
Our expertise is global in reach – we have extensive experience in all the key industrialized nations and all the major business and industrial segments.
Our approach is data and metrics driven yet with deep focus on the people in the O2C and P2P processes. Practical skills sets, knowledge bases and communication capabilities drive working capital performance and we empower process stakeholders through augmented abilities and ongoing results measurement.
We believe that optimized cash performance and effectively managed customer satisfaction go hand in hand. Our approach enhances both performance and satisfaction.
AIM: The Solution for Alternative AssetsMitch Ackles
AIM centralizes institutional knowledge related to fundraising, investment due diligence, and portfolio management for Alternative Asset Fund Managers and Institutional Investors. Using AIM means better communication with limited partners. It means centralized knowledge related to fundraising, investment due diligence, and portfolio management. And it means a more thorough understanding of all of the investments in your universe, your pipeline, and your portfolio. Ultimately, AIM makes your team more efficient and helps you demonstrate a unique and regimented process to your investors and stakeholders.
Learn more at http://www.app-x.com/
Contact us for a demo: http://www.app-x.com/contact/
Finance Transformation - Best Practices for Accounting and Control - Hernan H...Hernan Huwyler, MBA CPA
How to develop efficient accounting and operational controls as part of a finance transformation initiative. Ideas to streamline the accounting function to improved levels of productivity and faster reporting.
Evolve from Data Management to Portfolio Intelligence. Our analytic platform acts a central hub to integrate and automate all your data, analytic software packages, calculations, and reports. Rich data visualizations and custom dashboards can be created to suit your needs.
FINANCIAL & CORPORATE COLLATERAL > portfolio // Linda C. ModicaLinda Modica
This short visual presentation contains the design work of Linda C. Modica, a NYC-Metro area art director & graphic designer. Selected published works for GSMI, IMN (Information Management Network) and Black Swan Consulting Group.
Lowendalmasaï enterprise cost management Giuseppe Mele
Lowendalmasaï is an international management consulting company which helps enterprisesto improve their business through cost management efficiency that enhance their long term performance and finances their growth, while protecting human capital.
We had a wide presence in Europe, with own offices in France, Italy, Spain, Portugal, UK, Germany and the Netherlands, and outside Europe in China and Japan.
In Italy the Group offer is structured along the business lines: Innovation Financing, Labour Cost, Fiscal, Purchasing & Cost Performance and Working Capital.
Furthermore we developed a widespread network which allows us to support our clients in most European countries plus USA, Tunisia, Israel, Turkey and India.
For info:
gmele@lowendalmasai.com
M. +39 348 6657917
Close your books faster, Error Free with Extensive Analytics - 1KEY Financial...Dhiren Gala
Technology can also be a barrier to close books faster. Companies that use desktop spreadsheets to manage their accounting, closing takes about 25% longer to get it done. If your company is still busy closing its books, it can and should do better. A faster close needn’t cost anything and the time invested in making improvements will pay off handsomely.
1KEY Financial Consolidation is a complete data warehouse model with standard statutory reporting requirements for publishing financial statements and with extensive analytical reports. It provides financial managers the ability to rapidly close and report financial results, meet global regulatory requirements, reduce compliance costs and provide confidence in the numbers.
1KEY FCM reduces finance team work from few weeks to days and most important error free with audit trail. Our implementation team will ensure right extraction of data from your SAP, CBS, Back Office or any other ERP data sources and import it in DW model of 1KEY FCM. Then map chart of accounts and automatically all reports for statutory publishing will be available with internal analytical MIS for group reporting scenarios.
IT value Frameworks- VAL-IT COBIT 5 and KPMGShwetha Bhat
Technology entrepreneurs must create value for customers in order to generate revenue. IT values frameworks helps CIO's of organization to take right decisions to formulate IT strategies to reap maximum benefits through IT.
Cloud Net providers of business telephone services have put together a breif presentation on their products and services.
Cloud Net provide telephone systems, business phone systems, commercial phone systems, business phone, phone systems, business telephone
AIM: The Solution for Alternative AssetsMitch Ackles
AIM centralizes institutional knowledge related to fundraising, investment due diligence, and portfolio management for Alternative Asset Fund Managers and Institutional Investors. Using AIM means better communication with limited partners. It means centralized knowledge related to fundraising, investment due diligence, and portfolio management. And it means a more thorough understanding of all of the investments in your universe, your pipeline, and your portfolio. Ultimately, AIM makes your team more efficient and helps you demonstrate a unique and regimented process to your investors and stakeholders.
Learn more at http://www.app-x.com/
Contact us for a demo: http://www.app-x.com/contact/
Finance Transformation - Best Practices for Accounting and Control - Hernan H...Hernan Huwyler, MBA CPA
How to develop efficient accounting and operational controls as part of a finance transformation initiative. Ideas to streamline the accounting function to improved levels of productivity and faster reporting.
Evolve from Data Management to Portfolio Intelligence. Our analytic platform acts a central hub to integrate and automate all your data, analytic software packages, calculations, and reports. Rich data visualizations and custom dashboards can be created to suit your needs.
FINANCIAL & CORPORATE COLLATERAL > portfolio // Linda C. ModicaLinda Modica
This short visual presentation contains the design work of Linda C. Modica, a NYC-Metro area art director & graphic designer. Selected published works for GSMI, IMN (Information Management Network) and Black Swan Consulting Group.
Lowendalmasaï enterprise cost management Giuseppe Mele
Lowendalmasaï is an international management consulting company which helps enterprisesto improve their business through cost management efficiency that enhance their long term performance and finances their growth, while protecting human capital.
We had a wide presence in Europe, with own offices in France, Italy, Spain, Portugal, UK, Germany and the Netherlands, and outside Europe in China and Japan.
In Italy the Group offer is structured along the business lines: Innovation Financing, Labour Cost, Fiscal, Purchasing & Cost Performance and Working Capital.
Furthermore we developed a widespread network which allows us to support our clients in most European countries plus USA, Tunisia, Israel, Turkey and India.
For info:
gmele@lowendalmasai.com
M. +39 348 6657917
Close your books faster, Error Free with Extensive Analytics - 1KEY Financial...Dhiren Gala
Technology can also be a barrier to close books faster. Companies that use desktop spreadsheets to manage their accounting, closing takes about 25% longer to get it done. If your company is still busy closing its books, it can and should do better. A faster close needn’t cost anything and the time invested in making improvements will pay off handsomely.
1KEY Financial Consolidation is a complete data warehouse model with standard statutory reporting requirements for publishing financial statements and with extensive analytical reports. It provides financial managers the ability to rapidly close and report financial results, meet global regulatory requirements, reduce compliance costs and provide confidence in the numbers.
1KEY FCM reduces finance team work from few weeks to days and most important error free with audit trail. Our implementation team will ensure right extraction of data from your SAP, CBS, Back Office or any other ERP data sources and import it in DW model of 1KEY FCM. Then map chart of accounts and automatically all reports for statutory publishing will be available with internal analytical MIS for group reporting scenarios.
IT value Frameworks- VAL-IT COBIT 5 and KPMGShwetha Bhat
Technology entrepreneurs must create value for customers in order to generate revenue. IT values frameworks helps CIO's of organization to take right decisions to formulate IT strategies to reap maximum benefits through IT.
Cloud Net providers of business telephone services have put together a breif presentation on their products and services.
Cloud Net provide telephone systems, business phone systems, commercial phone systems, business phone, phone systems, business telephone
Artificial intelligence (AI) is everywhere, promising self-driving cars, medical breakthroughs, and new ways of working. But how do you separate hype from reality? How can your company apply AI to solve real business problems?
Here’s what AI learnings your business should keep in mind for 2017.
The low-interest period is forcing most insurers to control and monitor their financial investments. In contrast to a risk focused
approach seen in recent years, yield controlling and monitoring will have top priority. In order to reach this goal, many
insurers are modernizing and enhancing their data warehouses. BearingPoint is offering a predefined investment data warehouse comprising the most required KPIs, reports and the underlying data model.
401(k) Advisors service model starts with a Fiduciary Fitness program, Including a Fiduciary Investment and plan review and providor benchmarking analysis. Our RFP and provider search process is second to none where we gather over 300 data points on each provider and provide a detailed breakdown of Fees, Fund performance, and service. Our propriatery investment scorecard system takes in to account, Investment style, risk, peer group ranking, and qualitative analysis to help plan sponsors provide the necessary investment due dilligence to satisfy their fiduciary compliance obligations.
Prospero Asset Management Software by FINARTIS is a solution that helps asset managers stay ahead of the curve by analyzing & trading any kind of financial instrument.
Visit https://www.finartis.com/asset-management/ for more information.
Driving Better Portfolio Transparency, by Michael Heine, Managing Director, netwealth Investments Ltd
* Running a sustainable business model after a Perfect Storm (GFC, FOFA, disruptive technologies)
* Reworking advice business models to pre-empt prescriptive regulatory reforms, including FOFA
* How the Global Financial Crisis fast-tracked investor need for better transparency and lower fees
* How The Rise of the Self-Directed Investing Market, including SMSFs, will drive better managed accounts products and services
Wealth Management reporting has undergone substantive changes in the last couple of years. As the market grows more competitive and highly monetized, financial enterprises are witnessing a paradigm shift in consumer behavior. HNIs expect that their bank to drive robust information management and customized on-demand communication enabling faster and effective decision making.
To address all these requirements Newgen provides a Wealth Management Reporting Solution.
8. A global leader in managed account solutions*FundQuest's services are offered in the US through FundQuest Incorporated, a registered investment advisor
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10. 210 people, including 48 investment professionals in combined US and European operationsLondon Boston Paris
21. 3rd Party Custodians and other Book of Record ProvidersAsset Gathering Investment Advice Client Servicing Investment Management Trading / Rebalancing Client Reporting Portfolio Accounting Compliance Custodian #1 Custodian #2 TPA #1 Etc.
24. Seamless integration with major custodians and record keepersProposal Tools Advisor Servicing Portal Practice Management Investment Product Manager Due Diligence Portfolio Accounting and Reporting Operational Support Services Client Reporting Custodian #1 Custodian #2 TPA #1 Etc.
25. Flexible FundQuest Partnership Model Asset Gathering Investment Advice A flexible solutions driven approach allows RIA to take advantage of a custom tailored set of tools and services to supplement the RIAs core competencies FQ Client Servicing E X A M P L E Investment Management Trading / Rebalancing FQ Client Reporting Portfolio Accounting Compliance Custodian #1 Custodian #2 TPA #1 Etc.
41. Welcome Page Advisor Servicing Portal Hunter Group H HOME CLIENT PROFILING INVESTMENT CENTER FORMS CENTER ACCOUNT LOOKUP Welcome to the Hunter Group Financial Advisors Portfolio Management Program, an advisor-driven, managed account program offered through FundQuest. FundQuest is a leading independent investment management firm that designs, develops and operates managed account investment programs that enable financial institutions to offer managed account products. Clicking on the links in the top of this page will bring to the appropriate section of the website. If you have any questions, please contact FundQuest support at 1-800-234-6522 or AdvisorServices@fundquest.com 1/8/2010 Recent Market Outlook Available <here>
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44. Account View. This view shows current actuals versus target allocations and flags exceptions
64. Allows for full outsource of trading responsibilities and overheadInvestment Product
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67. Advanced overlay process. Sophisticated overlay portfolio management processes with drift tolerances calibrated to sleeve size
68. Flexible restriction handling. Industry sectors, individual securities, KLD research categories, and SIC codes may all be used as screening criteria
69. Enhanced tax management capabilities. Systematic, risk-managed tax harvesting processes support identification of opportunities throughout the year. Sensibly calibrated optimization is aimed at minimizing small trades
70. Lower manager minimums and fees. As compared to traditional SMA productsInvestment Product