Previous Winners
For over two decades, the highly sought-after Fund Intelligence Operations and Services Awards have provided a platform to recognise and reward those companies who are leading the way in product and service development and delivery.
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.
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
U.S. Bank Global Fund Services
Overall
Best Communications and PR Firm
Craft & Capital
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 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 – EquitiesBMLL Technologies
Best Data Provider – Equities
BMLL Technologies
Best Data provider – ESGApex Group
Best Data Provider – Fixed Income and CreditSOLVE
Adminstration
Best ETF AdministratorCitigroup
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
Best New Front-Office Fintech Solution
IMTC
Trading
Best Options Trading Platform
Devexperts
Best Technology for Quant TradingQuantConnect
Best Trading PlatformMIAX
2022 Winners
Administration
Best Mutual Fund AdministratorU.S. Bank Global Fund Services
Best ETF AdministratorCiti
Best Fund Administrator for small/start-up fundsNAV Fund Administration Group
Best Multi-Trust ProviderSEI
Best Interval Fund AdminUMB Fund Services
Front Office
Best Cloud-Based Front-Office SolutionEnfusion
Best Front-Office Technology ProviderSS&C Technologies - SS&C Eze
Best Front-Office Data Management ToolFIS
Best Outsourced Trading DeskJonesTrading
Best Portfolio Management SystemCharles River Development
Asset Managers
Diversity, Equity & Inclusion - Asset Managers Carson Group
Compliance/Legal
Best Regulatory Reporting SolutionConfluence Technologies, Inc
Best Compliance Advisory FirmForeside
Best Cybersecurity SolutionRFA
Best Risk Management SolutionACA Group
Best Law FirmStradley Ronon Stevens & Young LLP
Overall
Best Communications & PR Firm Dukas Linden Public Relations
Best Machine Learning Development FIS
Technology Innovation 4U Platform LLC
Best New Product Apex Group
Best EMS/OMS Provider SS&C Technologies - Eze Investment Suite
Trading
Best Crypto Trading Platform b2c2
Best Options Trading Platform miax
Best Trading Platform QuantConnect
Back/Middle Office
Best Cloud-Based Back/Middle Office Solution Vestmark
Best Accounting and Audit Services PwC
Best Data Management Solution Back/Middle Office Ultimus Fund Solutions
Best Transfer Agent & Shareholder Service BNY Mellon
Best Back/Middle Office Technology Provider FIS
Data
Best Data-Provider Alternative Data Sources FactSet
Best Data Provider - Equities BMLL
Best Data Provider - Fixed Income & Credit Advantage Data
2021 Winners
Back/Middle Office
Best Accounting and Audit Services
PwC
Best Back/Middle-Office Tech Provider
FIS
Best Cloud-based Back/Middle-Office Solution
Clearwater Analytics
Best Data Management Solution DFIN (Donnelley Financial Solutions)
Best Transfer Agent and Shareholder Services
Winner - Apex Group
Highly Commended - Ultimus Fund Solutions
Winner - Apex Group
Highly Commended - Ultimus Fund Solutions
Best New Product
Acquity Knowledge Partners
Overall
Best Communications and PR Firm
Dukas Linden Public Relations
Dukas Linden Public Relations
Best EMS/OMS Provider
Enfusion
Best Machine Learning Development
IntelligentCross
Compliance/Legal
Best Compliance Advisory Firm Winner - Alaric Compliance Services
Highly Commended - ACA Compliance Group
Highly Commended - ACA Compliance Group
Best Cybersecurity Solution ACA Aponix
Best Law Firm Winner - Stradley Ronon Stevens & Young
Highly Commended - K&L Gates
Best Law Firm
Winner - Stradley Ronon Stevens & Young
Highly Commended - K&L Gates
Highly Commended - K&L Gates
Best Regulatory Reporting Solution Confluence Technologies
Best Risk Management Solution Enfusion
Trading
Best Crypto Trading Platform Winner - Devexperts
Highly Commended - Omniex
Highly Commended - Omniex
Data
Best Data Provider – Equities
Winner - Wall Street Horizon
Highly Commended - dxFeed
Winner - Wall Street Horizon
Highly Commended - dxFeed
Best Data Provider – Alternative Data Sources
Truvalue Labs
Adminstration
Best ETF Administrator
U.S. Bank Global Fund Services
Best Interval Fund Administrator
NAV Fund Administration Group
Best Multi Series Trust Provider
Ultimus Fund Solutions
Best Mutual Fund Administrator
Northern Trust
Front Office
Best Front Office Technology Provider
SS&C Eze
Best Cloud-Based Front-Office Solution
Winner - Advantage Data
Highly Commended - Enfusion
Highly Commended - Enfusion
Best Portfolio Management System (PMS)
Solovis
Best New Front-Office Fintech Solution
KopenTech
Best New Front-Office Fintech Solution
KopenTech
Trading
Best Options Trading Platform
DASH Financial Technologies