CONFERENCE SPONSORS
ConceptONE, LLC
As the capital markets environment continues to fluctuate and evolve, advisers will face even greater pressure on their management, analytics, and reporting capabilities, while facing increasing cost management pressures. The introduction of increased regulatory requirements and reporting, such as Form PF, has further escalated these challenges and pressures. ConceptONE’s suite of integrated and modular products and services are designed to help firms meet and overcome these challenges—now and into the future. With complete data aggregation at the core, ConceptONE offers fully integrated analytics to enterprise-wide reporting and reconciliation services with proprietary tools and technology that helps firms analyze meaningful data on all their investment activities, manage overall enterprise risk, meet reporting responsibilities, and streamline their middle and back office operations.