The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Netik Eases InterView Implementation for Asset Managers with Off-The-Shelf Adapters

Bank of New York-owned Netik has carried out two implementations of a pre-packaged set of programs, metadata and pre-configured enquiries/reports organized into role-based “Explorers”, that sits on top of its InterView data warehouse and enables the system to be installed at investment management firms in around three months instead of the usual six to nine. The Netik Asset Manager solution has been implemented by the asset management arm of an insurance company in South Africa and an alternative investment company in New York. The latter installation took just five weeks, according to Netik CEO John Wise.

Netik decided to create the shrink-wrapped solution after observing the similar ways in which it was configuring InterView within its investment management clients’ operations, Wise says. Netik Asset Manager’s components have been “thoroughly tested”, he insists, because “we have incorporated into the system all the metadata collected as we have been implementing InterView with 20 plus customers during the past two years”. Netik has created similar shrink-wrapped solutions to ease the implementation of InterView by prime brokers and fund administrators.
Netik Asset Manager comprises off-the-shelf adapters for various systems such as ThinkFolio, Portia, Barra Risk, StatPro and Bloomberg, Wise says. “These are all plug and play adapters, and around that we have put in place all the workflows,” he adds. “When you buy Netik Asset Manager you also buy Netik InterView as well, and that contains a toolkit environment that enables integration to any other systems an investment manager might have, for which we don’t currently have
off-the-shelf adapters,” Wise concludes.

Related content

WEBINAR

Recorded Webinar: Trade surveillance: Deploying monitoring and surveillance capabilities for today’s new normal

Let’s face it: The old ways aren’t coming back. A plethora of challenges brought on by the covid-19 pandemic, coupled with unrelenting market volatility and uncertainty, have pushed financial service firms to look for rigorous monitoring and surveillance solutions to meet the demands of the emerging trading landscape. Working from home (WFH) has increased the...

BLOG

Blackmore Capital’s Collaboration with OTCfin Completes Integration of ESG Factors into Investment Process

Blackmore Capital, a Melbourne-based asset manager set up in 2018, and New York-based OTCfin have completed the integration of ESG factors with financial data for all Blackmore portfolios. By incorporating ESG factors into Blackmore’s investment process, OTCfin’s risk and regulatory reporting solution will help the asset manager’s team improve portfolio monitoring from both a financial...

EVENT

RegTech Summit New York City

Now in its 5th year, the RegTech Summit in NYC explores how the North American financial services industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

Regulatory Data Handbook 2018/2019 – Sixth Edition

In a testament to the enduring popularity of the A-Team Regulatory Data Handbook, we are delighted to publish a sixth edition for 2018-19 of our comprehensive guide to all the regulations and rules that might impact data and data management at your institution. As in previous editions of the Regulatory Data Handbook, we have updated...