LSEG Due Diligence Centre Integrations

FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

SAP ERP (Enterprise Resource Planning) is an integrated software solution developed by SAP that enables organizations to manage and automate their core business processes in a unified system. It covers a wide range of business functions, including finance, supply chain management, human resources, procurement, manufacturing, and customer relationship management. The software is designed to facilitate the flow of information between different business departments, ensuring that data is consistent and up-to-date across the organization. SAP ERP is modular, meaning organizations can implement the specific modules they need, such as Financial Accounting (FI), Sales and Distribution (SD), or Materials Management (MM), among others. The system is highly customizable, allowing businesses to tailor it to their specific industry requirements and operational needs. SAP ERP has been widely adopted by companies of all sizes and industries.

Gain resilience and agility, and position yourself for growth. Oracle Fusion Cloud ERP gives you the power to adapt business models and processes quickly so you can reduce costs, sharpen forecasts, and innovate more. Easily see the complete picture of your company’s finances and operations. Oracle Cloud’s application suite offers the broadest and most seamless functionality across finance, HR, supply chain, and customer experience. From delivering real-time insights with Oracle Financials Cloud to realizing the power of bringing HR and ERP platforms together, view self-service demos to see how Oracle Cloud applications work in real-world business scenarios. Unlock your business potential and harness the power of the cloud platform to better react to internal goals and external pressures. Need to streamline accounting, comply with new revenue recognition guidelines, or report on new KPIs? We can help.

Leveraging the Ensemble+ framework and BattleFin’s marketing and promotional tools can cut your deal-closing time in half. Our system helps your team by tackling time-consuming, repetitive paperwork like NDA's and testing agreements. With a built-in, python 3 data sandbox and the ability to load historical data and pre-built data exploration kits for interested buyers means you can focus on developing your data as a viable financial product. BattleFin and Ensemble+ will put your data on the radar of some of the largest players in the alternative data for finance space. Our deep roots and premier partners Refinitiv, Jefferies and AWS ensure we have a steady flow of folks looking for all types of data. Onboard to ensemble today and start the process of marketing and productizing your data on the Ensemble platform. Using our Python 3 data sandbox, you can build exploration kits to highlight key aspects of your data to buyers.

Buy and sell shares easily with our top rated trading platform. SelfWealth makes it easy to create your free share trading account with support for individuals, joint accounts, SMSFs, trusts and companies. When you open your free account, you will receive a secure SelfWealth cash account. Transfer money from your bank account to your SelfWealth cash account easily, with a direct bank transfer or by using BPAY. Buy the stocks, ETFs or any of the other securities offered on the Australian and US stock exchanges through our simple online trading platform! Free live pricing is available on the stock page and order page. View the shares you own, including profit, loss, current price and daily changes on the interactive portfolio page. Take advantage of our exclusive market research tools to help you choose your next share trade. Market analysis, a stock screener tool and popular stocks all form part of the suite of tools at your disposal.

Bring speed, clarity, and cohesion to ESG & impact investing with the only purpose-built ESG engagement tracker for asset managers. Build the narrative & demonstrate stewardship in the fewest steps possible with a purpose-built solution for sustainable investing, IR, and compliance teams. Avoid data silos & inefficiencies of spreadsheet-based tracking. Centralize proprietary & 3rd party data for faster outcomes. Unburden SI, IR, & compliance teams of cumbersome reporting. Standardize practices & sign-offs to easily provide disclosures & reports. Ready out of the box. Customize to fit your process. Scale with the only purpose-built solution for asset managers. Teams view individual engagement stories and track the entire engagement lifecycle, from objective to meeting to proxy to the outcome, all in one place. Report by portfolio, indicator, timeframes, and any data points relevant to your engagement reporting. Show that you are adhering to regulatory requirements.

All regulated organizations need to capture on-line meeting and collaborative content for compliance, legal and knowledge management. The DataParser is the leading tool to capture from platforms including Microsoft' Teams, Slack, Cisco and Zoom. The DataParser interfaces with over 12 different archival platforms including Microsoft's 365, Google and Veritas, The DataParser preserves the look and feel or the original platform and maintains the metadata and chain of custody. DataParser is the leading independent middleware solution to capture chats, documents and databases into any archive. Output files are in EML format with Chats threaded into conversations. Full integration with Active Directory for collection and output filters. Ability to maintain Source data in original formats. Outputs options include direct SMTP into an archive, delivery to a mailbox and/or file location. Supports all major archiving technologies including Microsoft’s 365 via third-party data endpoint.

Build the bank of tomorrow, connecting people, data, and systems across boundaries. Appway Digital Banking Platform supports real digital transformation through intelligent process orchestration, enabling authentic human interactions across all touchpoints in the physical and digital worlds. Engage customers on their terms wherever they are in their financial journeys. Leverage advanced analytics and significant moments in customers’ lives to create tailored offerings that fit their goals. Use pre-built, reusable components for fast and risk-free deployments that are future-ready and easily adaptable. Connect beyond organizational limits, taking advantage of existing and emerging ecosystems to boost innovation and stay ahead of the competition. Combine global, standard implementations with local variations to meet specific regional needs. Empower customers and front office employees to browse, select, and configure products intuitively and conveniently.

Whether it concerns cyber, sustainability, compliance, or continuity risks, your supplier (third-party) relationships are a growing area of concern. The occurrence and impact of third-party incidents and compliance obligations are increasing. Our platform serves as a secure, all-in-one hub, facilitating multidisciplinary collaboration among all internal risk disciplines, business teams, and third-party partners. It enables the seamless and secure sharing of documents and questionnaires, while also providing a collaborative space for working on shared requirements. While working on one platform, internal teams can choose what information they would like to share with other teams and external parties. Our third-party catalog connects seamlessly with your internal procurement systems and external data feeds, creating a centralized overview of your entire third-party landscape. This comprehensive view includes everything you need to know about contracts and specific characteristics.