About
Making change in securities services with the application of new technologies and…
Articles by Alan
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Why I’m joining @FundGuard’s #digital-first #investmentmanagement revolution
Why I’m joining @FundGuard’s #digital-first #investmentmanagement revolution
By Alan Schneider
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Great insight from top Asset Servicing companies on their markets' trends . . .
Great insight from top Asset Servicing companies on their markets' trends . . .
By Alan Schneider
Activity
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I’m happy to share that I’m starting a new role as Vice Chair Board of Directors at Epilepsy Foundation New England! I am very excited to work with…
I’m happy to share that I’m starting a new role as Vice Chair Board of Directors at Epilepsy Foundation New England! I am very excited to work with…
Liked by Alan Schneider
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We are excited to announce a groundbreaking milestone for Lionpoint Group (an Alpha Group company) - we have launched our Graduate Program with 7 new…
We are excited to announce a groundbreaking milestone for Lionpoint Group (an Alpha Group company) - we have launched our Graduate Program with 7 new…
Liked by Alan Schneider
Volunteer Experience
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Board Member, Treasurer
MAPLEWOOD COMMUNITY MUSIC INC
- Present 8 years 2 months
Education
MCM provides education and outreach through music. Running two bands, a Porchfest and supporting other music education experiences, MCM gives community members a chance to develop their talents, delight others and enjoy themselves joys of music, and brings music programs to the local schools, Veteran's Hospital and public spaces.
Patents
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SYSTEM AND METHOD FOR CENTRALIZED AUTOMATED RECONCILIATION OF CUSTODY ACCOUNTS
Issued US 7451103
A method and system for centralized automated reconciliation of investment manager and related custody accounts makes use of computer hardware and software in a service bureau environment to receive information and records electronically from fund managers and custodian banks in different formats, to reformat the files for inputting to the system, and to perform the reconciliation process in a uniform manner. The system also allows one or both of fund managers and custodians to establish…
A method and system for centralized automated reconciliation of investment manager and related custody accounts makes use of computer hardware and software in a service bureau environment to receive information and records electronically from fund managers and custodian banks in different formats, to reformat the files for inputting to the system, and to perform the reconciliation process in a uniform manner. The system also allows one or both of fund managers and custodians to establish matching rules, to view the results of the matching process, to track the investigation process for unmatched records, and to manually match unmatched records.
Other inventors -
Method and system for improved collateral monitoring and control
Issued US 6,018,721
A system and method is provided for advanced multi-currency collateral monitoring and controlling for use in a variety of businesses. The system maintains portfolios of collateral accounts and liability information. It supports transaction processing whether by manual input or SWIFT messaging. The system has the ability to apply acceptance rules in determining whether a security purchase by a client is of a sufficient quality as to have collateral value. Additionally, the system may hold-up or…
A system and method is provided for advanced multi-currency collateral monitoring and controlling for use in a variety of businesses. The system maintains portfolios of collateral accounts and liability information. It supports transaction processing whether by manual input or SWIFT messaging. The system has the ability to apply acceptance rules in determining whether a security purchase by a client is of a sufficient quality as to have collateral value. Additionally, the system may hold-up or prevent a security sale based upon insufficient collateral remaining in the client's accounts. Tables, preferably located in a relational database are included within the system for assessing the risk associated with holding securities of a particular type, and the risk associated with holding securities in currencies other than the liability currency.
Other inventors
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Join now to viewMore activity by Alan
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Thanks to Fund Business for their immaculate Investment Data & Technology Summit at The Fullerton Hotel Sydney, for the opportunity to present…
Thanks to Fund Business for their immaculate Investment Data & Technology Summit at The Fullerton Hotel Sydney, for the opportunity to present…
Liked by Alan Schneider
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Thanks to Fund Business for the opportunity to speak at the 9th Investment Data & Technology Summit, Sydney and to my co-panelists Sam Millar of…
Thanks to Fund Business for the opportunity to speak at the 9th Investment Data & Technology Summit, Sydney and to my co-panelists Sam Millar of…
Liked by Alan Schneider
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It’s been great to have the opportunity to work with this all-star ⭐️ Interested in working with Jonathan Reid?! Check out our open roles!
It’s been great to have the opportunity to work with this all-star ⭐️ Interested in working with Jonathan Reid?! Check out our open roles!
Liked by Alan Schneider
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We’re excited to announce that BNY has entered into a definitive agreement to acquire Archer. This integration combines our market-leading managed…
We’re excited to announce that BNY has entered into a definitive agreement to acquire Archer. This integration combines our market-leading managed…
Liked by Alan Schneider
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I had an amazing time visiting our Tampa site last week. Connecting in person with talented people across Technology was a great reminder of the…
I had an amazing time visiting our Tampa site last week. Connecting in person with talented people across Technology was a great reminder of the…
Liked by Alan Schneider
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