Unparalleled flexibility to handle complexities around legal-entity structures, market data, rule interpretations, and operating models.
Buy- and sell-side firms must monitor and disclose equity investments across a complex rapidly changing landscape of more than 100 jurisdictions’ rules. To comply, they must consider intricate corporate hierarchies, complex fund structures, and exposure to jurisdiction-specific scenarios:
- Significant shareholdings
- Short positions
- Takeover panels
- Sensitive industries
- SEC Form 13-F
Firms must marshal requisite position, market, reference, hierarchy, and legal-rules data to successfully monitor huge disclosure volumes and withstand regulatory examinations.
Institutions saddled with legacy systems and/or heavily reliant upon manual processes need to assess how to achieve automated, transparent, efficient shareholding disclosure processes that will future-proof their compliance.
Data and Rules Management on a Single Platform
7 reasons why the world’s largest and most complex organizations automate shareholding disclosures with us:
- We deliver data and rules management natively on a single platform enabling swift exception management and resolution
- We cover the gamut of jurisdictional scenarios and related reporting
- We reduce operational risk by giving you greater control over your operating model including the timing and delivery of data across your global operations
- We manage rules governing disclosure thresholds for equity positions in over 100 jurisdictions and enable you to create and maintain custom rules
- We simplify reporting across your entire corporate hierarchy at parent, advisor, fund, and fund sleeve levels
- We provide transparency through data and rule drilldown tools
- Our system delivers submission histories, daily point-in-time datasets, and lineage for required compliance and audit defense
Benefits for You
"It was an informative and compact training program. Ram covered all the areas of the course brilliantly. Also had the opportunity to discuss queries on the go, those were answered promptly.
All the topics were just great, I found it all right. I am sure the practice sessions in training would help the team put them to use in future projects"
“Despite having spent quite a few years as a Calypso developer, I still got a lot out of this training. It was enlightening and helped us delve deeper into some exciting details about Calypso. I would like to emphasize the excellent didactics with practical and objective exercises. Undoubtedly, I improved my analytical perception of operations and lifecycles. The Getting Started with Calypso module definitely provides a satisfactory roadmap.”
“What an amazing week it was! The course covered an introduction to Calypso architecture, and dived into details of static data setup, workflow, and trade lifecycles, including pricing environments. I would like to express my thanks to everybody from Adenza for this opportunity and teaching me a lot of important things for my work routine.”
“The training was enriching and a very well designed program. There was a new theme each day, with a series of exercise adapted to each theme. The trainers Nima and Dominic were professional and attentive. They gave ample amount of time to each participant. They provided a simple explanation, illustrated with examples in calypso. The quiz at the end of each day, was helpful to test our skills ‘’
Financial market capabilities continue to evolve, requiring agile, cloud ready, digital offerings supporting cross-asset and front-to-back solutions. Our global partnership with Adenza leverages our complementary strengths to deliver world class offerings. Adenza’s software suite coupled with Wipro’s advisory and delivery capability accelerates our clients’ transformation journeys to improve front office, post-trade and risk management capabilities, with reduced TCO and superior customer experience. This partnership underscores our commitment to provide scaled up end-to-end propositions to our joint clients within financial services.
NOA is the implementation partner for Calypso in South Korea for more than 18 years. NOA has helped clients transform and manage their front to back operations, risk, collateral and treasury management using the Calypso platform. Our strong partnership has enabled us to build a Calypso practice of over 30 practitioners and we are continuously investing in our Calypso practice’s capabilities to address our client’s evolving needs