Laxmi Ramanath, CEO of La Meer Inc., looks forward to meeting eminent WealthTech and Wealth Management leaders from Oct 28th through 30th at the Tiburon CEO Summit in San Francisco to learn from each of them and share our experiences. A big thanks to Cheryl Nash and Chip Roame for including La Meer Inc. As many of you know, La Meer Inc. offers the GRACE platform of integrated-yet-modular solutions for a compliance-enabled approach to client management GRACE solutions address Compliance and Conduct Risk, Client Management CRM, Product Governance, Portfolio Recommendations, Suitability for RegBI and Fiduciary Rule, Trade Monitoring, Annual Portfolio Reviews, Anti-Money Laundering, Branch and Rep examinations, Outside Activity monitoring, IT Cybersecurity and Vendor Risk management as well as due diligence through our platform of solutions that are integrated by design, but modular by approach. The powerful, integrated approach of GRACE allows organizations to build operational efficiency in advisor, rep, client and compliance interactions with easy workflows across clients, their risk profiles, portfolios, accounts, products, services, account opening, KYC, portfolio monitoring, disclosures sharing, recommendations and documents sharing, conflicts of interest, compliance approvals and reporting, fees and billing, performance oversight by managing the data in a single source of truth and offering powerful dashboards of actionable information for the organization. Inefficiency through a multitude of disconnected and manual systems can be extremely costly and will not help build client trust in the fast evolving landscape of wealth management. Having a secure, scalable, affordable system that can allow organizations to manage their clients seamlessly from a single source of truth positions them for their growth in the long run and be the key competitive differentiator. #wealthmanagement #operationalefficiency #compliance
La Meer Inc.
IT 服务与咨询
Sunnyvale，California 296 位关注者
Integrated Client, Risk and Compliance Management for Financial Institutions
关于我们
La Meer Inc. is a premier software vendor that specializes in offering web based risk management solutions for banks and capital markets. We offer the GRACE suite of solutions that are built on Oracle Technology and allow organizations to achieve scalable, reliable and secure infrastructure for their risk management needs. La Meer incorporates the latest global regulatory requirements and best practices into its products to help our customers handle the evolving requirements with ease and assurance. We specialize in the areas of Operational Risk Management, Compliance Management, Operational Due Diligence, Regulatory Filings, Vendor Due Diligence and IT Governance for Banks, Broker-dealers, Wealth Advisors, Hedge funds and Pension/Endowment Institutional market. We currently offer GRACE Enterprise GRC for Integrated Governance, Risk and Compliance Management GRACE for Integrated End-to-end Client Life Cycle Management that addresses Reg BI, Mifid II and Suitability Requirements for Asset Management and Wealth Advisory firms GRACE CCO for Compliance Management in Hedge funds and Broker-dealers, Wealth Advisors GRACE For Trade Monitoring and Surveillance GRACE Data Privacy Management that addresses GDPR, CCPA and other Privacy regulation GRACE AML for Anti-Money Laundering and Customer Due Diligence GRACE Vendor for Vendor Management GRACE ODD for Operational Due Diligence in Pensions, Endowments, Fund of Hedgefunds and Family offices GRACE Training for Training Management Our solutions are offered on a SoC2 certified cloud based infrastructure. Clients can get risk, compliance and governance solutions implemented in their organization to create a Integrated view of risks through its various specialized modules. Clients can pick and choose the modules they want to use and grow their organization to an enterprise wide, integrated solution that covers various angles of risk without any capital expenditure. Our solutions can also be installed in-house.
- 网站
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https://www.lameerinc.com
La Meer Inc.的外部链接
- 所属行业
- IT 服务与咨询
- 规模
- 2-10 人
- 总部
- Sunnyvale，California
- 类型
- 私人持股
- 创立
- 2010
- 领域
- Risk Management、Enterprise Risk、Operational Risk、Operational Due Diligence、Hedgefunds、Fund of Hedgefunds、Pensions、Endowments、Broker/Dealers Investment Management、Banking、GRC、Governance、Compliance、AML、Client Management、MiFID II、GDPR、CCPA、Privacy Laws、Reg BI、Broker-dealers和Registered Investment Advisors
地点
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主要
获取路线
710 Lakeway Dr
US，California，Sunnyvale，94085
La Meer Inc.员工
动态
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Lisa Marsden, IACCP ? a Compliance industry veteran who offers Professional and Experienced Compliance Services through her company Coulter Strategic Services and Laxmi Ramanath Founder and CEO of La Meer Inc. a company that offers its integrated GRACE software platform for compliance, had a detailed conversation on Sept 20th 2024, that covered many aspects of regulatory compliance specific to Registered Investment Advisor firms that included - Regulatory Priorities and Observations - Management for Fiduciary Duty and Reg BI - Form CRS, and other disclosures - Cybersecurity - Vendor Due Diligence - AI Sweep Exam - Filings and Correctness of Data - Overseeing Branch/Other Office - Regulatory Concerns in the Industry - Regulatory Proposals - Questions The slides of the conversation are available here. To listen to the video recording on many aspects that were discussed and their impacts to advisory firms, please click here https://lnkd.in/dKT9vqjg You can reach Lisa at [email protected] and Laxmi [email protected] to have a conversation if you maybe interested. #compliance #regulations #ria
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Founder & CEO of La Meer Inc. - A Risk and Compliance Management Software Company for Financial Institutions
Connect with Laxmi Ramanath at the Future Proof conference at Huntington Beach LA to hear about La Meer Inc.'s integrated GRACE platform to manage and grow your clients efficiently and compliantly. La Meer Inc. (www.lameerinc.com) is an award winning wealth tech vendor that offers operational efficiency in client management by integrating the front - middle and back office with our Compliance, Advisor and Client Portal. Our GRACE cloud based web-mobile integrated yet modular systems for?Compliance and Conduct Risk management, Client management , Suitability, Product governance, Trade Surveillance, IT Cybersecurity, Data Privacy and Business Continuity, AML, Vendor Risk, Branch and Rep Exams and Outside Activity Monitoring builds the single source of truth for the organization. We help you comprehensively address the Fiduciary rule, Regulation Best Interest obligations for BD/RIAs as well as compliance to FINRA/SEC requirements and expectations. Think of how powerful this data can be. You can get latest real time information on each of your clients, their accounts, investment statements, the products you have sold to them, the trades that were done, fees that were generated, the commissions you paid, the advisors and reps and their performance and excesses if any, customer complaints, disclosures that you can share and its status , third parties and conflicts of interest, annual portfolio reviews all at a click of a button. You can sleep in peace with no worries that you are managing your clients with full compliance by enabling your advisors, clients and compliance through the single system. Regulatory exams will be a breeze with GRACE Build trust, grow your clients and provide them the assurance that you are working in their best interest with GRACE Write to me to connect on linkedin or write to us at [email protected] for a web demo. #compliance #conductrisk #suitability #tradesurveillance #AML #cybersecurity #vendorrisk
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La Meer Inc. is a proud partner in helping Risk Management in Banks in India. Come and visit us at our Booth to see our comprehensive GRACE solutions for Enterprise Governance, Risk and Compliance (GRC), GRACE for IT Cybersecurity, GRACE for Vendor Risk Management, GRACE for Anti-Money Laundering and GRACE for ESG at the Bharat Cooperative Banking Summit on May 22nd at The Lalit Mumbai. https://lnkd.in/gu77iSP7 #RiskManagement #GRC #cybersecurity #vendorrisk #AML #ESG
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La Meer Inc. 's Founder and CEO Laxmi Ramanath will be attending the Dubai Fintech Conference organized by the DIFC (Dubai Investment Financial Center) on May 6th and 7th. With about 8000 C-level executives, 100+countries and 20 + Global regulators, it is looking like an exciting event. The many topics on Wealth and Risk including The Future Of FinTech And Finance, Future Of Wealth Management And Private Banking, Navigating Risks In Today’s Global Financial Landscape, Regulatory Resilience: Safeguarding Financial Centers Against Emerging Risks, Evolving Global Regulatory Landscape are of special interest to us as these are the areas that La Meer Inc. Inc a WealthTech100 organization offers the GRACE solutions for If you are also attending the conference, please reach out to [email protected] for a conversation. https://lnkd.in/dCAis8Hb #wealthmanagement #regulations #riskmanagement
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La Meer Inc. is proud and grateful to be included again this year into the WealthTech100 as one of the World's Most Innovative Companies offering Wealth Management Technology with our GRACE platform of solutions for Compliance enabled Client Management. The GRACE platform of solutions offer the integrated approach to Compliance and Conduct risk, Client Management for Suitability of product for client's risk profile, AML, trade surveillance, client portfolio monitoring, branch and rep examinations and outside activity monitoring Thank you for the recognition FinTech Global. Please find us in the list among our peers on this link https://lnkd.in/g9xvsqr #wealthtech100
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Founder & CEO of La Meer Inc. - A Risk and Compliance Management Software Company for Financial Institutions
La Meer Inc. is proud to be nominated for Best Overall ESG Technology Provider by ESG Insight RegTech Insight, from A-Team Group. Please use this link to vote for us https://lnkd.in/ggF5dXUb We are humbled by the recognition. Thank you RegTech Insight, from A-Team Group #esgtech
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