Venue
TBA

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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
Details

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

Past winners

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