The New York user group meeting was hosted by Citi in downtown Manhattan following a successful meeting with TRG’s European user group community hosted by Morgan Stanley in London just the previous week.
Over a hundred clients were in attendance for a presentation and then discussion on both FITS and ResearchMonitor and the enhancements already implemented this year.
Also discussed was this week’s release of FITS 4.02 and our strategic roadmap for 2018 and beyond from TRG’s CEO Steve Matthews and CTO Richard Mundell. We launched the new Index Commission Management module allowing clients to manage their passive fund index commission payments alongside their index data licensing, market data, and other enterprise spend.
The user groups noted the successful delivery of TRG’s product roadmap on schedule for another year in a row.
Next came four breakout sessions covering FITS’s Order Management, an Invoice Approval Workflow, an Invoice Reconciliation master class, and a manager track discussing strategic planning and senior management reporting.
The very productive session was wrapped up with valuable networking and cocktails.