FIS Global, this year’s Best Portfolio Management Software Provider, has seen the pandemic act as a major driver in accelerating the move to digital, with clients expecting the firm to enable this.  “While it was a challenging time, we had the scale, technology and people needed to deliver that very rapidly,” says Paul Landi, Product Strategy, Digital Investment Analytics, at FIS. In adapting to these challenges, FIS has evolved to help clients in the longer term. Their workflow tools allow people to collaborate and communicate without being in the same room and provide a greater ability to track actions and

The Private Equity (PE) space faces the same risk of cyber-attacks as other industries, and firms have spent the last several years investing and making progress to protect themselves against continuously evolving cyber threats.  While they may have buttressed their own defences, PE managers now recognise that their portfolio companies are perhaps even more attractive targets for cyber breaches. Why? Because too often, these companies operate with far less focus on managing their holistic cyber risk than their PE owners, and lack the staff, knowledge, and access to premier solutions to ensure their cyber security.  Bad actors often begin with

Ben Harrison, Co-President of Financial Services at Intapp believes that DealCloud was chosen to win the Best Deal Origination Technology award because it is a single-source deal, relationship, and firm management platform that enables firms to power their deal-making process from strategy to origination to execution.  He says: “We offer fully configurable solutions purpose-built for the complex relationships and structures of capital markets firms, which in turn enables our clients to better source and originate deals. Our clients manage thousands of deals daily within the DealCloud platform.” Tools for deal origination Among its key services for clients, DealCloud offers tools

For UMB Fund Services, the past 18 months have been a lesson in adaptability, flexibility and commitment. According to Jill Calton, EVP, Executive Director Alternative Investments for UMB Fund Services: “We quickly adapted to a new working style in March of 2020, and over the course of a weekend, transitioned our entire workforce to remote work.”  

Setter Capital prides itself on being one of the world’s few independent secondary advisory firms, and during the gruelling pandemic year, the team rose to the challenge and doubled down on its core competencies. Setter increased both its execution team’s size and its research efforts to produce more insights for its clients.

According to Validus Risk Management, this year’s winner of best risk management service provider, the uncertainty and market volatility that resulted from Covid-19 over the past 12-18 months has highlighted the importance of a robust risk management framework. 

RFA has navigated the undoubted challenges of the last 12-18 months by helping clients to maintain work and deal flow.  “We have continued to work with clients to maintain and evolve our fully mobile working solutions – with clients mobility at the forefront alongside security, which requires a cloud-based network modelling, decentralised cyber security, behavioural analysis and of course centralised data in all senses of the word through to cloud-based automation and warehousing,” says George Ralph, Global Managing Director and CRO.  RFA works to bring a firm’s data together using data management tools, effectively harnessing all its vital information into

Altvia’s initial reaction to the early part of Covid-19 was no different than any business: it was a scary, unprecedented time, and executives had no choice but to assume the worst.

RepRisk’s analysis of ESG risks has a clear goal: to identify and assess issues that have financial, compliance, and reputational implications, so that financial institutions have the actionable intelligence they need to make the best financing, investment, and overall business decisions. “We use a unique outside-in approach to look at what the world is saying about a company, instead of what a company says about itself,” says Alexandra Mihailescu Cichon, RepRisk’s Executive Vice President of Sales & Marketing. 

Prosek Partners’ key strategy to deal with the challenges of the last 18 months seems a curious one. Jennifer Prosek, Managing Partner at Prosek Partners, says: “In a word – overcommunication.” She explains further: “Whether it was working with clients or talking with our own teams on what seemed to be ever-changing approaches to work, we over-indexed on communications at every level. Simple and direct communication has always been part of our culture on both routine and delicate topics, and we made sure that we had a forum to discuss successes, challenges or just ask questions. The pandemic changed a