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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Great article from Brian Buzzelli Meradia
Great article from Brian Buzzelli Meradia
Liked by Alan Schneider
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⭐ Meet this week's featured FundGuardian: Gabi Zeevi, technical project manager, keeper of R&D excellence, and best desert island friend!💪 🌟 Come…
⭐ Meet this week's featured FundGuardian: Gabi Zeevi, technical project manager, keeper of R&D excellence, and best desert island friend!💪 🌟 Come…
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Really looking forward to speaking around how emerging technology is being used to unlock middle and back office value at FT's Future of Asset…
Really looking forward to speaking around how emerging technology is being used to unlock middle and back office value at FT's Future of Asset…
Liked by Alan Schneider
Volunteer Experience
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Board Member, Treasurer
MAPLEWOOD COMMUNITY MUSIC INC
- Present 8 years 1 month
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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Coming out of our recent Banking and Capital Markets leadership team meeting, it's impossible not to feel the excitement and energy surrounding our…
Coming out of our recent Banking and Capital Markets leadership team meeting, it's impossible not to feel the excitement and energy surrounding our…
Liked by Alan Schneider
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Not a bad view! It was wonderful having some of our team join a few members of our Scottish team up in Edinburgh this week. Productive client…
Not a bad view! It was wonderful having some of our team join a few members of our Scottish team up in Edinburgh this week. Productive client…
Liked by Alan Schneider
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#QUODD #RevolutionizingMarketData #FX #QXDigital #QXMarketplace #Automation #Integration #APIs
#QUODD #RevolutionizingMarketData #FX #QXDigital #QXMarketplace #Automation #Integration #APIs
Liked by Alan Schneider
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𝐉𝐮𝐬𝐭 𝐚𝐬 𝐲𝐨𝐮 𝐰𝐨𝐮𝐥𝐝𝐧'𝐭 𝐛𝐮𝐢𝐥𝐝 𝐲𝐨𝐮𝐫 𝐛𝐞𝐚𝐜𝐡 𝐡𝐨𝐮𝐬𝐞 𝐨𝐧 𝐞𝐫𝐨𝐝𝐢𝐧𝐠 𝐬𝐚𝐧𝐝, 𝐲𝐨𝐮 𝐬𝐡𝐨𝐮𝐥𝐝𝐧'𝐭 𝐛𝐚𝐬𝐞…
𝐉𝐮𝐬𝐭 𝐚𝐬 𝐲𝐨𝐮 𝐰𝐨𝐮𝐥𝐝𝐧'𝐭 𝐛𝐮𝐢𝐥𝐝 𝐲𝐨𝐮𝐫 𝐛𝐞𝐚𝐜𝐡 𝐡𝐨𝐮𝐬𝐞 𝐨𝐧 𝐞𝐫𝐨𝐝𝐢𝐧𝐠 𝐬𝐚𝐧𝐝, 𝐲𝐨𝐮 𝐬𝐡𝐨𝐮𝐥𝐝𝐧'𝐭 𝐛𝐚𝐬𝐞…
Liked by Alan Schneider
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Its a pleasure to have been part of this fantastic initiative since 2021. If you're a student aged 16-28, based in Singapore and would like…
Its a pleasure to have been part of this fantastic initiative since 2021. If you're a student aged 16-28, based in Singapore and would like…
Liked by Alan Schneider
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Got asked if I would start Limina again. My answer was ”NO WAY!” without a second of hesitation I could tell this wasn’t the answer he expected. So…
Got asked if I would start Limina again. My answer was ”NO WAY!” without a second of hesitation I could tell this wasn’t the answer he expected. So…
Liked by Alan Schneider
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Proud to see BNY’s legacy of innovation and resilience at the forefront of our recent article in The New Yorker https://ow.ly/E5xB30sFiw1
Proud to see BNY’s legacy of innovation and resilience at the forefront of our recent article in The New Yorker https://ow.ly/E5xB30sFiw1
Liked by Alan Schneider
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Some interesting perspectives from Judith Kirkwood-Law , Scott Surridge & Richard Over on Treating Data As An Asset!
Some interesting perspectives from Judith Kirkwood-Law , Scott Surridge & Richard Over on Treating Data As An Asset!
Liked by Alan Schneider
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Fencore will be in Sydney 2-5 September, and look forward to meeting clients, prospects, and implementation- and technology partners. We are…
Fencore will be in Sydney 2-5 September, and look forward to meeting clients, prospects, and implementation- and technology partners. We are…
Liked by Alan Schneider
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Discover the pivotal stages for ensuring success in financial transformations with William Zenes, CFA's latest paper, “Mastering the Ripple Effect:…
Discover the pivotal stages for ensuring success in financial transformations with William Zenes, CFA's latest paper, “Mastering the Ripple Effect:…
Liked by Alan Schneider
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A memory for life. Shortly after the Rio Olympics, eight years ago, I met the GOAT and her wonderful mother, just waiting in line at JFK. What an…
A memory for life. Shortly after the Rio Olympics, eight years ago, I met the GOAT and her wonderful mother, just waiting in line at JFK. What an…
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