Technology Partners
Protege Fund Services delivers quality fund services through a list of dedicated partnerships with renowned technology partners to ensure cost efficiencies and accuracy of data for our clients.
Financial Data Provider
Reuters Eikon Refinitiv Terminal
Refinitiv is a global provider of financial markets data and infrastructure and a close competitor to the Bloomberg Terminal. The company was founded in 2018 as a joint venture between Blackstone Group LP which has a 55% stake and Thomson Reuters which owns 45%.
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The company has an annual turnover of $6bn serving more than 40,000 institutions in approximately 190 countries, Refinitiv provides up-to-date information, insights and technology that drive innovation and performance in global financial markets, as well as financial information that would not be available publicly.
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For more information on Refinitiv: https://www.refinitiv.com
Risk and KYC Screening Provider
Accelus World Check
Founded in 1999 to meet the Swiss banking community's KYC requirements, World-Check data pioneered the provision of open source intelligence for customer database entity screening. Today, World-Check risk intelligence is considered the gold standard in PEP monitoring, AML screening and financial crime control.
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Through its extensive negative media research it acts as an early warning system for hidden risk. The World-Check Database is one of the most concise risk intelligence database available globally with over 4.2MM records covering both individuals and entities. Thomson Reuters Accelus KYC/AML solutions are optimised to use World-Check data and enable excellent integration, simplicity of workflow and the best possible content.
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For more information on World Check: https://www.refinitiv.com/worldcheck
Fund Administration Software
FundCount
Founded in 1999 and headquartered in Boston, FundCount provides integrated accounting and investment analysis software that improves operational efficiency and provides immediate, actionable intelligence to clients around the globe. Originally designed for the hedge fund market, FundCount’s powerful portfolio and partnership accounting software together with its integrated ledger created demand from other market segments.
Today, over 125 single and multi-family offices, fund administrators, hedge funds and private equity firms worldwide with assets totaling more than U.S. $150 billion rely on FundCount for accurate, timely information and flexible reporting. FundCount supports its growing client base from the company’s U.S. headquarters and four additional international locations.
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For more information on FundCount: https://www.fundcount.com/