LSEG World-Check Integrations

FundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

The KYC Portal is created to enhance and automate the back-office functions associated with due diligence tasks. This system enables you to oversee all your compliance and policy obligations effectively. Additionally, it offers the operational capabilities necessary to automate and oversee the complete process, ranging from onboarding and relationship management to ongoing KYC elements such as automated risk-based questionnaires, comprehensive reporting, document requests, and the implementation of a risk-based approach. Furthermore, the KYC Portal seamlessly integrates with any third-party providers you opt for, delivering a centralized and efficient workflow solution that can adapt to your specific needs. This adaptability makes it an invaluable tool for organizations in managing their compliance responsibilities.

Pega updates its regulatory guidelines quarterly by leveraging a global network of legal experts, regulatory authorities, and policymakers with deep insights into significant regulatory agencies like the SEC, OCC, FinCEN, CFTC, FINRA, HKMA, MAS, FCA, and ESMA. This comprehensive approach enables rapid responses to audit and regulatory challenges through "look-back" features that allow for automated bulk case generation, effective routing, escalation, and the assurance of rule change auditability. Users benefit from a simple configuration process that empowers them to adjust rules easily while addressing any arising issues through a no-code rule management system. The adoption of a rules-based framework simplifies the onboarding process for clients across diverse jurisdictions, industries, or product categories. Furthermore, it facilitates the incorporation of local regulatory requirements, ensuring that only essential additional information is collected. This flexibility not only enhances compliance efforts but also significantly boosts overall operational effectiveness, leading to a more agile and responsive business environment. As a result, organizations can navigate the complex regulatory landscape with greater ease and confidence.

Atfinity is an award-winning no-code platform recognized for its capabilities in streamlining, automating, and enhancing client processes. Users can swiftly design and implement customized automated workflows thanks to Atfinity's user-friendly no-code framework. This efficiency enables process development in mere days rather than months, with modifications made in hours instead of days, facilitating quick adjustments to evolving demands and rapid responses to regulatory changes. Additionally, Atfinity offers a robust suite of services that ensures seamless integration with essential banking functions or KYC/KYB/AML processes, fostering a cohesive operational ecosystem. The API Framework connects Atfinity with various systems during client onboarding, such as CRM, ID verification tools, and document management software, allowing for the automatic generation of welcome documents upon the creation of new CRM records. Furthermore, Atfinity maintains ISO27001 security certification, ensuring that client data remains secure at all times, reinforcing user trust in the platform's reliability. As businesses increasingly seek efficient solutions, Atfinity stands out as a pivotal tool in transforming how organizations manage their processes.