Episode 1
Recorded on May 25th 2023
Show Summary
Tania Neild interviews Elysys, Greenlock and 1FS - three European vendors entering the highly competitive US market. This program will focus on options for making your back office reporting timelier and more accurate.
About the Moderator
Tania Neild, CTO & Owner, InfoGrate
Dr. Neild began her career as an applied scientist for the National Security Agency, which awarded her the National Physical Sciences Consortium Award to fund her research in heterogeneous database integration. She earned a PhD in computer engineering and a Bachelor’s degree in mathematics and computer sciences.
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Dr. Neild’s extensive deployment experience enables her to consult on complex issues such as crossing applications for general ledger systems, analyzing security master attributes, modeling or tracking relationships, and managing tax or partnership accounting. She has deep domain expertise with the design, customization, and implementation of new technologies and services to align strategic business objectives with tactical requirements, including compliance, disaster recovery, file management, security checks, and vulnerability assessments.
In addition to her work at InfoGrate, Dr. Neild has worked with boutique application service providers. As the CTO and COO of Private Client Resources, she built the technology and the team to implement, operate and service the aggregation, reconciliation and reporting platform. Under her oversight, PCR grew from a family wealth management prototype into a fully operational reporting system that tracked more than $6 billion in assets for over 300 families. While serving as the CTO and Managing Director of EnvestNet Asset Management, Dr. Neild built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.” Co-founded by Dr. Neild, EnvestNet went public in the fall of 2010.
Dr. Neild’s exceptional technical skills in distributed data integration and real-time data management result from 15 years of academic and professional applied research. Dr. Neild began her career as an applied scientist for the National Security Agency, which awarded her the prestigious National Physical Sciences Consortium Award to fund her research in heterogeneous database integration. She earned a PhD in computer engineering from Northwestern University and a Bachelor’s degree in mathematics and computer sciences from Emory University.
About Elysys
Represented by Vanessa Menzies, Client Solutions Manager & Max Wattel, Managing Director
Elysys delivers SaaS and standalone financial software solutions to single and multi-family offices to enable them to automate and better manage their financial affairs. Based in New York and Monaco and established for over 15 years, Elysys serves family offices who require a comprehensive and scalable system that can encompass front, middle and back office functions.
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Elysys enterprise Single Source Of Truth (SSOT) solution provides:
● A uniform user experience across all departments and across all types of transactions flowing through the family office.
● Connections to numerous market sources of financial data, custodian banks, brokers, aggregators, alternative investment providers.
● A standardized aggregated financial multi-dimensional data platform for corporate finance and wealth management reporting and analysis
The company operates with its global client base both directly and through its network of regional partners. The client base spans North and South America, Europe, the Middle East, Asia, Australia and New Zealand operating under many different jurisdictions and regulatory frameworks.
With the vision to accelerate digital transformation within the family office industry, Elysys is a recognised brand with an excellent reputation for delivery.
About Greenlock
Represented by Danil Knyazev, Investor & Board Member
Greenlock is a leading provider of investment fee forensic solutions for large private and institutional investors. Our automated platform helps clients optimize investment fees, uncover hidden costs, and monitor agreed fees contracts. We offer a comprehensive audit of investment fees, benchmarking against industry standards. With Greenlock, you gain visibility and control over your investment costs, making informed decisions and achieving tangible savings.
About 1FS
Represented by Bobby Console-Verma, CEO
Digital Wealth Intelligence - 1fs Wealth is an easy-to-use platform which allows you to control all your investments and collectables in one place.