LSEG Due Diligence Centre Integrations

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

SAP ERP (Enterprise Resource Planning), a software solution integrated by SAP, allows organizations to manage and automate core business processes through a single system. It covers a broad range of business functions including finance, supply-chain management, human resource management, procurement, manufacturing and customer relationship management. The software is designed for the smooth flow of data between departments and ensures that all data is up-to date. SAP ERP is modular. Organizations can choose to implement only the modules they require, such as Financial Accounting, Sales and Distribution, or Materials Management. The system is highly configurable, allowing businesses the ability to customize it to their industry requirements and operational requirements. SAP ERP is widely used by companies across all industries and sizes.

You can increase your resilience and agility and position yourself for success. Oracle Fusion Cloud ERP allows you to quickly adapt business models and processes so you can cut costs, improve forecasts, and invent more. You can see the entire picture of your company's finances, operations, and more. Oracle Cloud's suite of applications offers the most comprehensive and seamless functionality across finance and HR, supply chain, customer experience, and supply chain. You can use Oracle Financials Cloud to provide real-time insight and to harness the power of bringing together ERP and HR platforms. View self-service demos to learn how Oracle Cloud applications work in real business situations. To unlock your business potential, harness the power and flexibility of the cloud platform to better respond to external pressures and internal goals. Do you need to streamline accounting, meet new revenue recognition guidelines, or report new KPIs in your accounting? We can help.

Your deal-closing process can be cut in half by leveraging the Ensemble+ framework and BattleFin’s marketing and promotional tools. Our system will help your team tackle repetitive, time-consuming paperwork such as NDA's or testing agreements. The built-in python 3 data toolbox allows you to load historical data, and provides pre-built data exploration tools for interested buyers. This allows you to focus on making your data a viable financial product. Your data will be seen by Ensemble+ and BattleFin, which will help you get your data noticed by some of the most prominent players in the alternative data space for finance. We have a steady stream of people looking for data because of our deep roots and premier partners Jefferies, AWS and Refinitiv. Join Ensemble today to begin the process of marketing your data and selling it on the Ensemble platform. You can create exploration kits using our Python 3 data sandbox to highlight key elements of your data to buyers.

Our top-rated trading platform makes it easy to buy and sell shares. SelfWealth makes it easy for you to open a free share trading account. It supports individuals, joint accounts and SMSFs. Trusts and companies can also be supported. You will be able to access a secure SelfWealth cash bank account when you open your account. You can transfer money from your bank account to the SelfWealth cash account by using BPAY or direct bank transfer. Our online trading platform makes it easy to buy stocks, ETFs and other securities on the Australian or US stock exchanges. Live pricing is available on both the stock page as well as the order page. The interactive portfolio page allows you to see all your shares, including profit and loss, as well as daily changes. Our market research tools will help you make the right choice when trading shares. The suite includes market analysis, stock screener tools, and popular stocks.

The only ESG engagement tracker designed specifically for asset managers will bring speed, clarity and cohesion to ESG and impact investing. A solution designed for sustainable investing, compliance, and IR teams will help you build the narrative & demonstrate the stewardship of your investments in the shortest time possible. Avoid data silos and inefficiencies of spreadsheet tracking. Centralize data from 3rd parties and proprietary sources to achieve faster results. Reporting burdens can be removed from the SI, IR & Compliance teams. Standardize practices and sign-offs for easy disclosures & reporting. Ready to use out of the box. Customize your process. Scale your business with the only solution designed specifically for asset managers. Teams can view and track individual engagement stories, as well as the entire engagement lifecycle - from the objective to the meeting to the proxy to the result - in one place. Reporting by portfolio, indicator and timeframes. Also, any data points that are relevant to engagement reporting. Show that you adhere to regulatory requirements.

All regulated organizations must capture online meetings and collaborative content for compliance, legal, and knowledge management. The DataParser is the best tool to capture from various platforms such as Microsoft Teams, Slack and Cisco. The DataParser interfaces to over 12 different archival platforms, including Microsoft's 365 and Google. The DataParser preserves and maintains the original platform's look and feel, as well as the metadata and chain-of-custody. DataParser is an independent middleware solution that captures chats, documents, and databases into any archive. Output files can be saved in EML format and chats can be threaded into conversations. Integration with Active Directory is possible for both collection and output filters. Ability to keep Source data in their original formats. Output options include direct SMTP to an archive, delivery via a mailbox, and/or to a file location. All major archiving technologies supported, including Microsoft's 365 via a third-party data endpoint.

Connect people, data and systems across borders to build the bank of tomorrow. Appway Digital Banking Platform supports digital transformation through intelligent process orchestration. It enables authentic human interactions across all touchpoints, digital and physical. Engage customers wherever they are on their financial journeys. To create customized offerings that meet customers' goals, leverage advanced analytics and important moments in their lives. Pre-built, reusable components allow for quick and easy deployments that are both future-proof and adaptable. To boost innovation and stay ahead, connect beyond organizational boundaries and take advantage of existing and emerging ecosystems. Combining global, standard implementations with local variations is a way to meet regional needs. Customers and front-office employees can browse, select, configure, and configure products easily and intuitively.

Supplier (third-party relationships) are becoming a major concern, whether it's about cyber, sustainability, compliance or continuity risks. Third-party incidents are becoming more frequent and have a greater impact. Our platform acts as a secure and all-in-one hub that facilitates multidisciplinary collaboration between all internal risk disciplines, the business teams, and external partners. It allows for the secure and seamless sharing of documents and questions, as well as a collaborative workspace to work on shared requirements. Internal teams can decide what information to share with external parties and other teams while working on the same platform. Our third-party catalogue connects seamlessly with internal procurement systems and external feeds to create a centralized view of your entire third party landscape. This comprehensive view contains all the information you need about contracts and their specific characteristics.