Three new solutions are joining the CACEIS Connect Store, the private marketplace launched at the end of 2023. The goal is to offer high value-added services that are immediately available to clients, in a seamless and interconnected environment.
Through the Connect Store, CACEIS is continually expanding its digital ecosystem by selecting, and integrating the best fintech solutions on the market. This marketplace facilitates access to innovative services, and creates immediate value for clients. Solutions developed by partner fintechs, chosen based on their specialist business and technological expertise, are directly accessible on the client portal, OLIS, to rapidly meet the needs of clients.
Three New Solutions in the CACEIS Connect Store
CACEIS is expanding its product catalogue with three innovative solutions from fintech partners, each with specialist expertise in their field:
Arendt, a regulatory reporting solution, with robust and scalable processes, to manage CRS and FATCA reporting obligations for our PERES (Private Equity Real Estate Solutions) clients in France.
Zeidler Solution, a legal tech platform offering three new integrated services, to assist asset managers with cross-border fund due diligence, jurisdictional compliance monitoring, and the efficient review of fund marketing materials, powered by AI
Carbometrix, a solution designed to address the carbon data gap in private markets. It will be offered in S2 2025, to investors and asset managers seeking to optimise carbon-neutral strategies, and track and report on their net-zero transition.
"These new offerings meet the operational, regulatory, and environmental needs of our clients. These software solutions, developed by specialised fintechs, provide our clients with ready-to-use services that are targeted and proven, with rapid deployment capabilities,” states Sabine Iacono, Group Head of Digital at CACEIS.
CACEIS Connect Store: A diverse and comprehensive offering
These new features bring the total number of solutions available in the Connect Store to nine, along with:
Clarity AI, a platform to access and visualise ESG and climate data, on a state of the art dashboard.
Osmoze, allowing asset managers and insurers to fine-tune their investment portfolios.
Sismo, a quantamental platform that leverages data from S&P Capital IQ, to provide in-depth insight into global equity markets, instantly identify exposures, and optimise portfolios based on personalised criteria.
FundGlobam, assisting with cross-border fund distribution in more than 80 markets.
DRRT, a comprehensive investor loss recovery solution, offering the automation of class actions and representation in direct actions.
AlphaOmega, for generating PRIIPs regulatory reports (EPT files) for PERES clients.
All Connect Store solutions are accessible via the OLIS portal using a Single Sign-On (SSO) mode.
"Once the Fintech service is activated, users have direct access to the partner’s interface via the MyApp space, with preloaded data (on portfolios, funds, inventories etc.) for seamless and immediately access to value added solutions," explains Scott Foster, Group Product Manager at CACEIS.
Constant evolution
CACEIS focusses on creating more value add by rapidly connecting its clients to the most relevant, ready-to-use solutions on the market. The Connect Store is a reflection of this agile yet selective approach.
"The Connect Store illustrates CACEIS' pragmatism in addressing the ever evolving fintech market: offering practical solutions quickly and efficiently. The catalogue will continue to expand in line with our clients' changing priorities," concludes Sabine Iacono.
