Infovest's Post Trade Compliance solution allows compliance teams to identify breaches, manage breach workflows, and report to stakeholders. It supports a variety of asset managers, funds, and custodians across multiple jurisdictions and regulations. The solution provides automated compliance processing and reporting, intuitive rule creation, and flexible data integration to help users better achieve compliance across complex strategies.
Platform Encryption World Tour Admin ZonePeter Chittum
Presentation on Platform Encryption feature of Salesforce platform.
"Encryption as a Service" on Salesforce combines strong encryption and customer ownership of keys with ease of implementation.
This presentation is oriented toward non-technical administrators who will need to understand the basic features of Platform Encryption, and what it means to maintain their org when using it.
Infovest's post trade compliance solution is the most focused compliance solution in the market for third party administrators, custodians and fund of fund managers.
Telehealth and Medical Billing both Franchise Opportunity together at Low CostMichael Smith
About GoTelecare:
GoTelecare offering business opportunity that combines Remote Patient Monitoring (mHealth), Telemedicine and Practice Management or Revenue Cycle Management for super growth.
Contact GoTelecare Telehealth and Medical Billing Franchise
Website - http://www.franchise.gotelecare.com/healthcare-franchise
Phone - 646-661-7853
Address - 41 Madison Avenue, 25th Floor, Suite 2511, NY - 10010
Start exploring the GoTelecare partnership opportunity today !
Franchise Partner Opportunity:
GoTelecare welcomes you to be a part of an exciting new franchise opportunity that combines a cutting-edge Remote Patient Monitoring (mHealth) service, with a state-of-the-art Telemedicine platform, and end-to-end Practice Management & Revenue Cycle Management.
If you are a motivated entrepreneur who thrives on business development, wants zero operational headache, is curious about telemedicine's explosive national growth.
2 IN 1 Partnership Opportunity - Telehealth & Medical Billing:
As a franchisee, you will offer healthcare clients services for telehealth and low cost medical billing. Clients vastly range from physician individual practices to nursing homes, hospitals and many other healthcare organizations.
No operational headaches, unlike any other franchise opportunity! As a franchisee, you will build a telehealth network consisting of providers and healthcare facilities also offering them a tried and true medical billing service. Franchisee's main objective is client acquisition and minor account management - We take care of all the rest, you collect on-going residual income!
GoTelecare Healthcare Franchise FAQ:
How big is my territory and how are they defined?
We have utilized state of the art geographical territory mapping software to create territories which identify client opportunities based off of a specific area. Although territories are different in geographic size, territories are of equal value nationally.
Who are all of the client targets I can pursue for medical billing?
DME, Home Healthcare Agencies, nursing homes, assisted living facilities, physician offices, Physical Rehabilitation Centers, Assisted Living Facilities, Public & Private Education Facilities, Pharmacies, Correctional Facilities, Ambulate Services, Medical Labs & Imaging Services, Health Insurance Co.
What is the royalty fee?
There are no royalty fees, unlike most other partnership models. GoTelecare has a unique revenue sharing model which we will be happy to explain. Please inquire via the contact form below to speak with one of our experts.
How long does it take to open a new location?
Right away! Unlike most other similar models, there is no required brick and mortar location, so you can begin immediately.
Do I need previous healthcare experience?
No, we actively seek qualified partners from varied backgrounds.
Platform Encryption World Tour Admin ZonePeter Chittum
Presentation on Platform Encryption feature of Salesforce platform.
"Encryption as a Service" on Salesforce combines strong encryption and customer ownership of keys with ease of implementation.
This presentation is oriented toward non-technical administrators who will need to understand the basic features of Platform Encryption, and what it means to maintain their org when using it.
Infovest's post trade compliance solution is the most focused compliance solution in the market for third party administrators, custodians and fund of fund managers.
Telehealth and Medical Billing both Franchise Opportunity together at Low CostMichael Smith
About GoTelecare:
GoTelecare offering business opportunity that combines Remote Patient Monitoring (mHealth), Telemedicine and Practice Management or Revenue Cycle Management for super growth.
Contact GoTelecare Telehealth and Medical Billing Franchise
Website - http://www.franchise.gotelecare.com/healthcare-franchise
Phone - 646-661-7853
Address - 41 Madison Avenue, 25th Floor, Suite 2511, NY - 10010
Start exploring the GoTelecare partnership opportunity today !
Franchise Partner Opportunity:
GoTelecare welcomes you to be a part of an exciting new franchise opportunity that combines a cutting-edge Remote Patient Monitoring (mHealth) service, with a state-of-the-art Telemedicine platform, and end-to-end Practice Management & Revenue Cycle Management.
If you are a motivated entrepreneur who thrives on business development, wants zero operational headache, is curious about telemedicine's explosive national growth.
2 IN 1 Partnership Opportunity - Telehealth & Medical Billing:
As a franchisee, you will offer healthcare clients services for telehealth and low cost medical billing. Clients vastly range from physician individual practices to nursing homes, hospitals and many other healthcare organizations.
No operational headaches, unlike any other franchise opportunity! As a franchisee, you will build a telehealth network consisting of providers and healthcare facilities also offering them a tried and true medical billing service. Franchisee's main objective is client acquisition and minor account management - We take care of all the rest, you collect on-going residual income!
GoTelecare Healthcare Franchise FAQ:
How big is my territory and how are they defined?
We have utilized state of the art geographical territory mapping software to create territories which identify client opportunities based off of a specific area. Although territories are different in geographic size, territories are of equal value nationally.
Who are all of the client targets I can pursue for medical billing?
DME, Home Healthcare Agencies, nursing homes, assisted living facilities, physician offices, Physical Rehabilitation Centers, Assisted Living Facilities, Public & Private Education Facilities, Pharmacies, Correctional Facilities, Ambulate Services, Medical Labs & Imaging Services, Health Insurance Co.
What is the royalty fee?
There are no royalty fees, unlike most other partnership models. GoTelecare has a unique revenue sharing model which we will be happy to explain. Please inquire via the contact form below to speak with one of our experts.
How long does it take to open a new location?
Right away! Unlike most other similar models, there is no required brick and mortar location, so you can begin immediately.
Do I need previous healthcare experience?
No, we actively seek qualified partners from varied backgrounds.
Revenue cycle management by sun knowledge (labs)Nibedita Sen
To make #Accounts Receivable and #RCM less complicated, it is mandatory to go through a transcendent process of #MedicalBilling to improve sinking finances.
DataArt Financial Services and Capital MarketsDataArt
DataArt is a global software engineering firm that takes a uniquely human approach to solving problems. With over 20 years of experience, teams of highly-trained engineers around the world, deep industry sector knowledge, and ongoing technology research, we help clients create custom software that improves their operations and opens new markets. Powered by our People First principle, we work with clients at any scale and on any platform, and adapt alongside them as they evolve.
We integrate our engineering excellence with deeply human values that drive our business and our approach to relationships: curiosity, empathy, trust, honesty, and intuition. These qualities help us deliver high-value, high-quality solutions that our clients depend on, and lifetime partnerships they believe in.
DataArt has earned the trust of some of the world’s leading brands and most discerning clients, including Nasdaq, Travelport, Ocado, Centrica/Hive, Paddy Power Betfair, IWG, Univision, Meetup and Apple Leisure Group among others. DataArt brings together expertise of over 3000 professionals in 20 locations in the US, Europe, and Latin America.
ETHIX-Finance offers differentiated spread of Sharia Compliant products and services supported by an accounting backbone that goes in accordance to the Islamic accounting
Vendor Management for PCI DSS, HIPAA, and FFIECControlCase
ControlCase covers the following:
•Requirements for PCI DSS, HIPAA, Business Associates, FFIEC and Banking Service Providers
•What is Vendor Management
•Why is Continual Compliance a challenge in Vendor Management
•How to mix technology and manual processes for effective Vendor Management
Payment Card Industry (PCI) Data Security Standard (DSS) compliance is frequently misunderstood. Determining an effective strategy for the demonstration of compliance and its ongoing governance is critical to mitigate emerging payment security risks. Knowing when you need help, understanding which requirements are applicable, and determining the proper course of actions to adhere to the standard is often more complex than it may at first seem. Join Fortrex Technologies QSA Peter Spier and Senior Director of Information Security, Compliance and Fraud for PAETEC Holding Corporation, Jim Raub, for this discussion of common challenges and practical solutions.
Peter Spier, Senior Risk Management Consultant,Fortrex Technologies
Peter is President of the ISACA Western New York Chapter and is a Senior Risk Management Consultant at Fortrex Technologies based in Frederick, Maryland. Peter attained his graduate degree from Syracuse University's School of Information Studies and over the course of 12 years of experience has earned Certified Information Security Manager (CISM), Certified Information Systems Security Professional (CISSP), Project Management Professional (PMP), Qualified Security Assessor (QSA), Information Technology Infrastructure Library (ITIL) Foundation version 3, and HITRUST CSF Assessor certifications.
Jim Raub
Senior Director of Information Security, Compliance and Fraud, PAETEC Holding Corporation
Jim has held a wide range of IT positions over the past 30 years, with a concentration on security for the past decade. He has presented at numerous conferences and taught many business and college courses as an adjunct faculty member. Jim’s certifications include Certified Information Systems Auditor (CISA) and Certified Information Systems Security Professional (CISSP). When he’s not working, he is an avid musician and volunteer at several non-profit organizations.
Revenue cycle management by sun knowledge (labs)Nibedita Sen
To make #Accounts Receivable and #RCM less complicated, it is mandatory to go through a transcendent process of #MedicalBilling to improve sinking finances.
DataArt Financial Services and Capital MarketsDataArt
DataArt is a global software engineering firm that takes a uniquely human approach to solving problems. With over 20 years of experience, teams of highly-trained engineers around the world, deep industry sector knowledge, and ongoing technology research, we help clients create custom software that improves their operations and opens new markets. Powered by our People First principle, we work with clients at any scale and on any platform, and adapt alongside them as they evolve.
We integrate our engineering excellence with deeply human values that drive our business and our approach to relationships: curiosity, empathy, trust, honesty, and intuition. These qualities help us deliver high-value, high-quality solutions that our clients depend on, and lifetime partnerships they believe in.
DataArt has earned the trust of some of the world’s leading brands and most discerning clients, including Nasdaq, Travelport, Ocado, Centrica/Hive, Paddy Power Betfair, IWG, Univision, Meetup and Apple Leisure Group among others. DataArt brings together expertise of over 3000 professionals in 20 locations in the US, Europe, and Latin America.
ETHIX-Finance offers differentiated spread of Sharia Compliant products and services supported by an accounting backbone that goes in accordance to the Islamic accounting
Vendor Management for PCI DSS, HIPAA, and FFIECControlCase
ControlCase covers the following:
•Requirements for PCI DSS, HIPAA, Business Associates, FFIEC and Banking Service Providers
•What is Vendor Management
•Why is Continual Compliance a challenge in Vendor Management
•How to mix technology and manual processes for effective Vendor Management
Payment Card Industry (PCI) Data Security Standard (DSS) compliance is frequently misunderstood. Determining an effective strategy for the demonstration of compliance and its ongoing governance is critical to mitigate emerging payment security risks. Knowing when you need help, understanding which requirements are applicable, and determining the proper course of actions to adhere to the standard is often more complex than it may at first seem. Join Fortrex Technologies QSA Peter Spier and Senior Director of Information Security, Compliance and Fraud for PAETEC Holding Corporation, Jim Raub, for this discussion of common challenges and practical solutions.
Peter Spier, Senior Risk Management Consultant,Fortrex Technologies
Peter is President of the ISACA Western New York Chapter and is a Senior Risk Management Consultant at Fortrex Technologies based in Frederick, Maryland. Peter attained his graduate degree from Syracuse University's School of Information Studies and over the course of 12 years of experience has earned Certified Information Security Manager (CISM), Certified Information Systems Security Professional (CISSP), Project Management Professional (PMP), Qualified Security Assessor (QSA), Information Technology Infrastructure Library (ITIL) Foundation version 3, and HITRUST CSF Assessor certifications.
Jim Raub
Senior Director of Information Security, Compliance and Fraud, PAETEC Holding Corporation
Jim has held a wide range of IT positions over the past 30 years, with a concentration on security for the past decade. He has presented at numerous conferences and taught many business and college courses as an adjunct faculty member. Jim’s certifications include Certified Information Systems Auditor (CISA) and Certified Information Systems Security Professional (CISSP). When he’s not working, he is an avid musician and volunteer at several non-profit organizations.
1. INFOVEST
POST TRADE
COMPLIANCE
PRODUCT INFORMATION
•• From identifying breaches and breach management
workflow to the audit and reporting to all stakeholders
including management, clients and regulators
•• Supports Asset Managers (including management companies,
mutual funds, multi-managers and fund of funds), hedge funds,
pension funds, custodians, trustees and fund administrators
•• Including UCITS IV, UCITS V, non-UCITS, AIFMD, US Investment
Act of 1940, IRS, Canadian NI 81-102, RSA CISCA, Regulation 28
& 30 and LT & STIA, RSA Hedge Funds ,Shariah restrictions),
Client mandates , House Views & Internal checks
•• Allowing compliance teams to be self-sufficient and empowered
•• With an automated workflow and reporting capability
BENEFITS
DESIGNED TO SUPPORT THE FULL LIFE-CYCLE OF COMPLIANCE
INDUSTRY AND INVESTMENT STRATEGY AGNOSTIC
FULL SUPPORT OF GLOBAL REGULATORY REQUIREMENTS
FLEXIBLE AND EASY TO USE
ENHANCED PRODUCTIVITY AND EFFICIENCY
Monitor all your investment
restrictions to better achieve
compliance across complex
investment strategies. Infovest’s
Post Trade Compliance solu-
tion makes it easy to build and
support a sustainable culture
of compliance monitoring and
breach management.
With its ‘best-of-breed’ func-
tionality, Infovest’s Post Trade
Compliance solution has gar-
nered a loyal international client
base that includes trustees,
asset managers (multi managers,
management companies, mutual
funds and fund of funds), pension
funds and service providers.
2. PRODUCT INFORMATION
Consistent, daily compliance processing
with full transparency to underlying
investment data and breach results
Intuitive and flexible rule creation, no IT
involvement required
Secure web portal access for external
clients
Powerful non-prescriptive data
integration capability that supports any
data feeds and formats
Effectively manage counterparty risk,
credit risk, liquidity risk, leverage, look-
through as well as other investment
guidelines, client mandates and
regulatory rulebooks
Full audit trail of breaches, breach
interactions, breach calculations and all
underlying calculation data
Comprehensive reporting and inquiry
management including breach
classification and severity breakdown,
compliance certificates, breach age
analysis and daily changes in compliance
status
Adaptability to future requirements -
clients have full control of data and rule
enhancements
The full solution is available on a secure
hosted platform
FEATURES
Sophisticated breach management
workflow (categorize, assign, override,
document linkage, comment on
breaches and customize workflow and
communication)
100 High Street
Suite 1550
Boston
MA 02110
T: +1 617 401 5935
E: info@infovestusa.com
UNITED STATES
Mansel Court
Mansel Road
Wimbledon
London SW19 4AA
T: +44 (0)20 3637 4010
E: info@infovest.co.uk
UNITED KINGDOM
Chatswood Chambers, Level 10
815 Pacific Highway
Chatswood
NSW 2067
T: +61 40 661 1646
E: info@infovest.com.au
AUSTRALIASOUTH AFRICA
2nd Floor, Albion Springs
183 Main Road
Rondebosch, 7700
Cape Town
T: +27 21 685 9157
E: info@infovest.co.za
INFOVEST
POST TRADE
COMPLIANCE
