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The Industry
Overview
For over ten years Information Mosaic has been the trusted provider of global back office solutions to the financial services industry. Its flagship products, converg-e™ for global securities processing and cama™ for global corporate actions processing, have been designed with some of the industry’s leading custody, wealth management and investment management firms. As a result, both converg-e™ and cama™ uniquely cater to the specific needs of these key businesses.
Custody
The hallmarks of a great custody service (high levels of automation, strong risk control and management, value added products and outstanding client service) are as relevant today as they were ten years ago. What has changed is the size and complexity of the playing field on which these services are delivered. With expansion into new markets custodians face the many challenges of scaling and standardizing the business while complying with a multitude of local market regulations and practices. Maintaining and monitoring local market requirements from KYC rules to dual tax treaties can be difficult to manage, and potentially can introduce unwanted risks into the operation. Exposure to counterparties, markets and currencies is another risk that can be challenging to monitor when operating across multiple markets, especially if the data must be collected from different systems.
Information Mosaic’s converg-e™ and cama™ products break down these barriers through an innovative architecture that supports multi-entity, multi-domicile businesses, catering to both centralized and local processing needs. This design lets custodians centralize services where it makes sense, such as data management, and operate locally as needed, such as monitoring client corporate action elections and settlement processing. Yet, regardless of how an operation is configured, management can have an enterprise view of its business operations and related risks.
converg-e™’s other key features include:
- Settlements and Custody
- Position and sub-position management
- Corporate Actions Processing
- Cash Management and Foreign Exchange
- Fees and Billing
- Portfolio Accounting
- Portfolio Valuation and Performance Measurement
For more information about converg-e™, please click here.
cama™ ‘s other key features include:
- Announcement Capture
- Corporate action data management and normalization
- Golden Record Creation
- Position and Trade Capture
- Sub-position management – out on loan, blocked etc.
- Instruction Management
- Tax Management
- Claims Tracking
- Entitlement calculation and distribution
- Diary and Task Management
For more information about cama™, click here.
Wealth Management
As the centers of wealth creation shift to the emerging Asia, Latin America and Middle East markets, and more assets move onshore, wealth managers are expanding their operational footprint to service their clients locally. Wealth managers are also developing products and services catering to the unique characteristics of these new markets, as well as for the new generation of entrepreneurs who are driving their extraordinary growth.
For wealth managers, effectively controlling the growth of products and clients across multiple offices requires technology solutions with the ability to scale and with the flexibility to track all aspects of a client’s business dealings and relationships.
Information Mosaic’s converg-e™ and cama™ products can help wealth managers capitalize on these opportunities. Their unique multi-domicile, multi-entity business architectures enable firms to establish a global footprint from a single software installation. Similarly their flexible securities master file structure and client management modules ensure tracking of all client and stakeholders’ holdings and interests.
converg-e™’s other key features include:
- Portfolio Accounting
- Performance Measurement
- Customizable securities classifications for portfolio performance benchmarking
- Open database for custom client report generation
- Extensive client tax modules
- Settlements and Custody
- Position and Sub Position Management
- Corporate Actions Processing
- Cash Management
- Fees and Billing
For more information about converg-e™ please click here.
cama™ ‘s other key features include:
- Announcement Capture
- Data Cleansing and normalization
- Golden Record Creation
- Position and Trade Capture
- Sub-position management – out on loan, blocked etc.
- Instruction Management
- Entitlement calculation and distribution
- Cost reapportionment
- Tax Management
- Claims Tracking
- Diary and Task Management
For more information about cama™, click here.
Asset Management
The asset management industry continues to focus on maximizing synergies across their business and cope with the changing regulatory and competitive landscape. Risk management and transparency are key to ensuring the correct investment decisions are made to manage, maintain and increase the asset value.
Making the right investment decision, understanding the portfolio position implication and being able to analyze the impact of a decision on a portfolio prior to submitting a decision are essential tools needed within the asset management industry. Without such tools risk of errors is higher and asset managers can not ensure their decision is an informed one. The use of advanced modern technology solutions enhance this process and give aid in the continuing increase in asset value and profitability.
Information Mosaic’s converg-e™ and cama™ products can help asset managers focus and enhance their operational structure, reduce risk and increase position transparency with custodians. They provide the ability to track assets and fund positions in real time, together with aiding in the corporate action decision process and evaluation. With the aid of flexible securities master file structure and multiple managed fund accounts converg-e™ and cama™ ensuring real time tracking of all holding balances and interests.
converg-e™’s other key features include:
- Performance Measurement
- Customizable securities classifications for fund performance benchmarking
- Open database for fund report generation
- Extensive tax modules
- Settlements and Custody
- Corporate Actions Processing
- Cash Management
For more information about converg-e™ please click here.
cama™ ‘s other key features include:
- Announcement capture
- Data management and normalization
- Golden Record creation
- Position and Trade Capture
- Position transparency including out on loan
- Instruction Management
- Entitlement calculation and distribution
- Cost reapportionment
- Tax Management
- Diary and Task Management
.