Contact Category: opinion The rise of ESG in wealth management The Key Pain Points of Portfolio Monitoring Prevention Rather Than Cure Is Best Way to Tackle Trade Settlement Management Webinar – ESG: The next Source of Growth For Wealth Management? Achieving compliance with the Settlement Discipline Regime Webinar: How COVID will Impact ESG & Impact Investing Webinar: ESG and Impact – Can Tech Help Tell Fact From Fiction A common understanding builds client trust in BITA Risk The Four ESG Tech Traps Where Next For The Middle Office? products BITA Risk Salerio SureVu Costars Paragon quick links news opinion events privacy notice terms & conditions locations London Boston New York follow us LinkedIn Twitter certified by Information Security Management Website written and designed by Portfolio Marketing Communications

Contact Category: news Bruce Hobson in the Sunday Times corfinancial NEWS – Issue 5 BITA RISK SIGNS CHARLES STANLEY AS FIRST ‘BITA ESG MANAGER’ CLIENT CORFINANCIAL PARTNERS WITH DATA ENGINEERING SPECIALISTS DIGITERRE CORFINANCIAL: SALERIO SOFTWARE READY FOR OASYS DECOMMISSIONING DTCC Institutional Trade Processing (ITP) will decommission OASYS™ in April 2021 Baillie Gifford Migrates the Processing of its Futures Transactions to corfinancial’s Post-trade System, salerio Welcome to corfinancial NEWS – July 2020 Corfinancial Inks Partnership With Technology Consultancy F2 Strategy Remote Working During Market Turmoil Has Not Affected Our Clients Using Salerio products BITA Risk Salerio SureVu Costars Paragon quick links news opinion events privacy notice terms & conditions locations London Boston New York follow us LinkedIn Twitter certified by Information Security Management Website written and designed by Portfolio Marketing Communications

Contact Resources brochurescase studiesfactsheets Factsheet: Salerio – A guide to the decommissioning of OASYS Factsheet: Paragon – The benefits of systematic swaps trade processing and accounting Case Study: A Client Journey with Salerio Factsheet: SureVu – Exploring the value of exception management to support settlement tracking Factsheet: SureVu – Providing valuable insight into settlement exposure BITA Wealth Factsheet: REG-9 Automation Brochure: SureVu Brochure: Introducing SureVu Case Study: Baillie Gifford BITA Wealth Factsheet: Client Suitability Profiling and Proposals BITA Wealth Factsheet: ESG Practical Management BITA Wealth Factsheet: Compliance, Risk & Oversight Monitoring Load More products BITA Risk Salerio SureVu Costars Paragon quick links news opinion events privacy notice terms & conditions locations London Boston New York follow us LinkedIn Twitter certified by Information Security Management Website written and designed by Portfolio Marketing Communications