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Organizer | With Intelligence |
Submission deadline | 3 Nov 2023 5:00pm EDT (about 1 year ago) |
Date Awarded | 15 Feb 2024 5:00pm EST (10 months ago) |
Region | Americas |
Year-on-year, the With Intelligence Fund Operations and Services Awards recognize and reward fund service providers who have demonstrated exceptional client service, innovative product development, and strong and sustainable business growth in 2023.
The rigorous judging process, based on the views of a panel of leading industry experts ensures that the Awards recognize those driving up service standards across the sector and stand out from the crowd as the ones the big providers really want to win.
Categories
Adminstration
• Best ETF Administrator
• Best Fund Administrator for Small/Start-up Funds
• Best Interval Fund Administrator
• Best Multi Series Trust provider
• Best Mutual Fund Administrator
Asset Managers
• Diversity, Equity and Inclusion Award
Back/Middle Office
• Best Accounting & Audit Services
• Best Back/Middle-Office Tech Provider
• Best Cloud-based Back/Middle-Office solution
• Best Data Management Solution- Back/Middle Office
• Best New Product- Back/Middle Office
• Best Transfer Agent and Shareholder Services
Compliance/Legal
• Best Compliance Advisory firm
• Best Cybersecurity Solution
• Best Law Firm
• Best Regulatory Reporting Solution
• Best Risk Management Solution
Data
• Best Data Provider Alternative Data Sources
• Best Data Provider
Front Office
• Best Portfolio Management System (PMS)
• Best Cloud-Based Front-Office Solution
• Best Front Office Technology Provider
• Best Front-Office Data Management Tool
• Best New Front-Office Fintech Solution
Overall
• Best Communications and PR Firm
• Best EMS/OMS Provider
• Best Machine Learning Development
• Technology Innovation Award
Trading
• Best Options Trading Platform
• Best Technology for Quant Trading
• Best Trading Platform
2023 Winners
Back/Middle Office
Best Accounting and Audit Services
• PricewaterhouseCoopers
Best Back/Middle-Office Tech Provider
• FundGuard
Best Cloud-based Back/Middle-Office Solution
• Archer
Best Data Management Solution
• Ultimus Fund Solutions
Best Transfer Agent and Shareholder Services
• U.S. Bank Global Fund Services
Overall
Best Communications and PR Firm
• Craft & Capital
Best EMS/OMS Provider
• SS&C Technologies: Eze Investment Suite
Best Machine Learning Development
• Boosted.ai
Diversity, Equity and Inclusion Award – Service Providers
• Jensen Partners
Technology Innovation Award
• SteelEye
Asset Managers
Diversity, Equity and Inclusion Award – Asset Managers
• Income Research & Management
Compliance/Legal
Best Compliance Advisory Firm
• ACA Group
Best Cybersecurity Solution
• BW Cyber
Best Law Firm
• Simpson Thacher & Bartlett
Best Regulatory Reporting Solution
• Titan Technology Group
Best Risk Management Solution
• Everysk Technologies
Trading
Best Crypto Trading Platform
• Devexperts
Data
Best Data Provider – Alternative Data Sources
• SESAMm
Best Data Provider – Equities
• BMLL Technologies
Best Data provider – ESG
• Apex Group
Best Data Provider – Fixed Income and Credit
• SOLVE
Administration
Best ETF Administrator
• Citigroup
Best Fund Administrator for Small/Start-up Funds
• Nottingham
Best Interval Fund Administrator
• UMB
Best Multi Series Trust Provider
• U.S. Bank Global Fund Services
Best Mutual Fund Administrator
• Northern Trust
Front Office
Best Front Office Technology Provider
• LiquidityBook
Best Cloud-Based Front-Office Solution
• Charles River Development
Best Front-Office Data Management Tool
• Backstop Solutions Group
Best Portfolio Management System (PMS)
• Siepe
Best New Front-Office Fintech Solution
• IMTC
Trading
Best Options Trading Platform
• Devexperts
Best Technology for Quant Trading
• QuantConnect
Best Trading Platform
• MIAX