Archive
Recorded on July 6th 2021
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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More about Tania
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 PCR Financial Aggregation
Represented by Bob Miller, CEO (former)
PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry. We combine the ability to automate aggregation of Alternatives Investments from 5,000+ managers and Custodial Accounts from 1,000+ institutions making us uniquely qualified to power consolidated investment reporting solutions.
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Our 300+ clients include the world’s largest private banks, advisors and wealthy families. With 20+ partnerships with wealth-tech firms we deliver aggregated data directly into the industry’s reporting, portfolio management, account and CRM systems.
About Fund Recs
Represented by Alan Meaney, CEO
Fund Recs develops cloud based reconciliation software for the global Funds Industry. Our product helps Investment Managers, Fund Administrators, Depositaries, and Audit firms reconcile complex data. We free staff from data processing so they can add value doing data analytics.
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More about Fund Recs
Fund Recs takes data from Broker/Custodian statements or data feeds, allows the end user to normalize it and then reconciles to the users Accounting system. Our system handles all data types including CSV, XLS, TXT and XML.
The FundRecs team have extensive experience in the Fund Administration Industry and leverage their in depth knowledge of the reconciliation process to automate the workflow using the latest available technology.
Our solution will enable you to automate your workflow and eliminate the need to outsource previously manual processes. Fund Recs is head quartered in Dublin, Ireland - the leading Fund Administration centre globally with over €6.5 trillion of Assets under Administration.
About Alkymi
Represented by Harald Collet, Co-founder
At Alkymi, we’re building the first AI-powered business system for unstructured data for financial services. As the first technology service to offer safe and secure large language models inside of financial document workflows, Alkymi is changing the way the alts industry accesses their data - empowering them to service more clients, quickly pivot investment strategies and increase their revenue per employee.
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More about Alkymi
Founded in 2017 in New York City, Alkymi works with some of the world’s leading businesses and financial services firms to automate their highest-impact workflows by delivering an unparalleled product experience. We’re laser focused on understanding our customers’ workflows from top to bottom, and building easy-to-use, powerful, tools to meet their objectives. We combine cutting edge data science and machine learning with best-in-class software engineering to delight our users at some of the world’s most demanding and sophisticated businesses.
