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29 September 2008
bobsuide
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25 September 2008
bobsguide
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19 August 2008
Advanced Trading
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Mon Aug 18, 2008
Reuters
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18 August 2008
A-Team Group Asia Markets IT
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18 August 2008
bankingtech.com
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18 August 2008
bobsguide

18 August 2008
finextra.com
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18 August 2008
it-analysis
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18 August 2008
wallstreet-online

01 Jul 2008
A-Team

London 13 Nov 07 -
Coexis has signed a global contract with investment banking and brokerage
services provider CLSA Asia-Pacific Markets (CLSA) to deploy Syn~
for securities processing and enterprise-wide reference data management.
Investor Services Journal

UK-based clearing services company, Penson Financial
Services Limited (PFS), has gone live with the first phase of the
overhaul of its back office and settlement platform.
ISSUE 17.3, Nov 07
IBS Publishing
![]()
Hong-Kong
based CLSA Asia-Pacific Markets, the Asian investment banking arm
of Crédit Agricole, has chosen Coexis' Syn
for
securities processing and enterprise-wide reference data management.
November 2007
Banking Technology

London and New York-based Coexis announced today that it has signed a global contract with Hong-Kong based CLSA Asia-Pacific Markets
14 November 2007
Finextra
![]()
London, Hong Kong and New York - 13 November 2007
A-Team Group
![]()
Strategic deal marks first major contract for Syn
in Asia-PAC.
13th November 2007
London and New York-based Coexis announced today that it has signed
a global contract with Hong-Kong based CLSA Asia-Pacific Markets.
IT Analysis

Strategic deal marks first major contract for Syn
in
Asia-PAC.
13th November 2007
London and New York-based Coexis announced today that it has signed a global
contract with Hong-Kong based CLSA Asia-Pacific Markets.
IT Director
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London, Hong Kong and New York - 13 November 2007
bobsguide

Modernity, Flexibility and Scalability of Syn
Solutions
Secure Global Deal for Coexis from CLSA for Securities Processing
and Enterprise-Wide Data Management.
November 13, 2007
Business Wire
Coexis benchmark proves enterprise scale on a tiny Linux footprint
for Syn
Settlements.
London - 22nd October 2007
bobsguide

Coexis benchmark proves enterprise scale on a tiny Linux footprint
for Syn
Settlements.
Released 22nd October 2007
Over 100,000 trades per hour recorded.
IT Director
![]()
Coexis benchmark proves enterprise scale on a tiny Linux footprint for Syn
Settlements.
Released 22nd October 2007
Over 100,000 trades per hour recorded.
IT
Analysis
![]()
Penson begins U.S. implementation of
settlement platform
October 2007
Penson Financial Services has begun implementation of
its recently launched clearing and settlement platform for its U.S.
and North American clients.
Operations
Management (subscription
only)

Penson launches outsourced settlement system
1 October 2007
Modular, rules-based system released
Sibos
Issues - see
article on page 8 of pdf

Penson upgrades multi-client hosting with Coexis Syn~
1 October 2007
Penson Financial Services (PFSL) is introducing a new outsourced
settlement platform for institutional clients that utilises technology
supplied by capital markets software house Coexis.
Sibos
On-line

Penson upgrades multi-client hosting with Coexis Syn![]()
1 October 2007
Penson Financial Services (PFSL) is introducing a new
outsourced settlement platform for institutional clients that utilises
technology supplied by capital markets software house Coexis.
finextra
![]()
Penson Financial Services launches STARS
1 October 2007
Penson Financial Services has launched a new mid-and back-office clearing and
settlement platform for its institutional clients in the United Kingdom. The
platform, known as solution for transaction administration and real time settlement
(STARS) incorporates 'Syn
'
technology from Coexis, a financial services technology provider.
CBR
On-line

Penson Implements Settlement Platform
3 Oct 2007
Penson Financial Services has begun implementation of
its recently launched clearing and settlement platform for its U.S.
and North American clients.
Institutional
Investor

Penson launches new settlement platform
4 October 2007
Clearing specialist Pension Financial Services has introduced a new
mid and back office clearing and settlement platform for its UK institutional
clients.
icfamagazine

Coexis Syn~ powers new Penson ASP settlement service.
Released: 1st October 2007
Penson Financial Services introduce STARS for institutional clients.
it-director
Penson Financial Services Ltd. Introduces New Settlement
Platform for Institutional Clients
1 October 2007
Penson Financial Services Ltd (PFSL), the UK based clearing services subsidiary
of Penson Worldwide, Inc. (NASDAQ: PNSN), today announced the introduction of
a new mid-and back-office clearing and settlement platform for its institutional
clients in the United Kingdom.
ad-hoc-news

Penson launches new settlement platform
4 October 2007
Clearing specialist Pension Financial Services has introduced a new
mid and back office clearing and settlement platform for its UK
institutional clients.
The platform, known as STARS (Solution for Transaction Administration
and Real Time Settlement) incorporates technology from Coexis, a
leading UK-based financial services technology provider.
ICFA
magazine
Penson Financial Services Ltd. Introduces New Settlement
Platform for Institutional Clients London - 29 September 2007
PENSON FINANCIAL SERVICES LTD. INTRODUCES STARS
Settlement
News
Coexis Syn~ powers new Penson ASP settlement service.
1st October 2007
Penson Financial Services introduce STARS for institutional clients.
IT_Analysis
Coexis Syn~ powers new Penson ASP settlement service.
1st October 2007
Penson Financial
Services introduce STARS for institutional clients.
IT
Director
Penson Financial Services Ltd introduces STARS
London - 29 September 2007
bobsguide
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Coexis exploits Chinese need for local
brokerage
April 2007
China's growing fund management industry is generating a need
for wholesale brokerage which in turn is fuelling opportunities for financial
software firms to service a potentially lucrative new market.
ALLIANCE Coexis partners with Serisys for Chinese brokerage market
4 Apr 07
Coexis has partnered with Hong Kong-based vendor Serisys
to take advantage of the deregulation of the Chinese market and
expected foreign brokerage boom. The Coexis Syn
capital markets
software will enable access to the Chinese market for foreign firms
and allow Chinese institutions to trade globally.
STP zone
Serisys
to distribute Coexis products in Asia Pacific
Published: 28/03/2007
London and New York-based Coexis Limited, today announced
a strategic partnership with Chinese IT services provider Serisys Solutions Limited
to sell and support Coexis' Syn
development technologies and capital
markets applications in Asia Pacific, especially China.
Finextra
Coexis signs partnership deal with Serisys
29/03/2007
London and New York-based Coexis has announced a partnership with
Chinese IT services provider Serisys Solutions to sell and support
Coexis’ Syn
development
technologies and capital markets applications in Asia Pacific, especially
China.
DMasia.com
![]()
Coexis Announces Strategic Partnership with Hong Kong-Based Serisys
and Readies Syn~ Capital Markets Software for China
Wednesday March
28 11:00 PM
London and New York-based Coexis Limited,
today announced a strategic partnership with Chinese IT services
provider Serisys Solutions Limited to sell and support Coexis' Syn
development technologies and capital markets applications in Asia
Pacific, especially China. Coexis also announced that the company
has readied its Syn
solutions to reflect Chinese requirements to
assist global investment firms achieve their ambitions in China and
ultimately to help Chinese brokers to operate on the global stage.
Yahoo! Australia
2007/03/28
news.yam.com

2007/03/28 18:29
tw.news.yahoo.com
When the sleeping dragon awakes
Wednesday, March 28, 2007
Western sell-side firms have been champing at the bit to obtain
a slice of the action in the Chinese brokerage market. Swiss-based
UBS bank was amongst the first through the door with its purchase
of a 20% stake in Beijing Securities. As part of China's entry
into WTO it committed itself to allowing foreign partners to
take an almost 33% stake in a joint venture brokerage in China.
FinancialTech Insider
Coexis Announces Strategic Partnership with Hong Kong-Based Serisys
and Readies Syn~ Capital Markets Software for China
29/03/2007
London and New York-based Coexis Limited, today announced a
strategic partnership with Chinese IT services provider Serisys
Solutions Limited to sell and support Coexis´ Syn
development
technologies and capital markets applications in Asia Pacific,
especially China. Coexis also announced that the company has readied
its Syn
solutions to reflect Chinese requirements to assist global
investment firms achieve their ambitions in China and ultimately to
help Chinese brokers to operate on the global stage.
Lycos
Coexis announces Syn
Broker to reduce brokerage risk and aid compliance,
especially in emerging markets
London, Hong Kong and New York - 28 March 2007
London and New York-based Coexis
Limited, today launched Syn
Broker, a state of the art solution for ASPs (Application
Service Providers) to give entire markets a one-stop brokerage application covering
everything from customer on-line trading, order management, settlement, right
through to accounting. As a new addition to the Syn
range of next
generation software applications for capital markets, Syn
Broker is
designed to help reduce brokerage risk by easing compliance and improving
client servicing. Syn
Broker is also very suitable for large multi-branch
retail brokers requiring rich functionality in-house.
Bobs Guide
Coexis announces strategic partnership with Hong Kong-based Serisys
and readies Syn~ capital markets software for China
London, Hong Kong and New York - 28 March 2007
London and New York-based Coexis
Limited, today announced a strategic partnership with Chinese IT
services provider Serisys Solutions Limited to sell and support Coexis’ Syn
development
technologies and capital markets applications in Asia Pacific, especially China.
Coexis also announced that the company has readied its Syn
solutions to reflect
Chinese requirements to assist global investment firms achieve their
ambitions in China and ultimately to help Chinese brokers to operate
on the global stage.
Bobs Guide
Coexis launches Syn
Broker for ASPs
Published: 28/03/2007
London and New York-based Coexis Limited, today
launched Syn
Broker, a state of the art solution for ASPs (Application
Service Providers) to give entire markets a one-stop brokerage application
covering everything from customer on-line trading, order management,
settlement, right through to accounting.
finextra.com
Business Wire
Click on the logo of the site to see the release on that site.
Note: Each of these sites keep news releases for a different number
of days and the link will not work after that time.
Coexis Announces Strategic Partnership with Hong Kong-Based Serisys
and Readies Syn~ Capital Markets Software for China
March 28, 2007 07:00 PM Eastern Daylight Time
LONDON & HONG KONG & NEW
YORK
London and New York-based Coexis Limited, today announced
a strategic partnership with Chinese IT services provider Serisys Solutions Limited
to sell and support Coexis’ Syn
development technologies and capital
markets applications in Asia Pacific, especially China. Coexis also
announced that the company has readied its Syn
solutions to reflect
Chinese requirements to assist global investment firms achieve their
ambitions in China and ultimately to help Chinese brokers to operate
on the global stage.
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“MUSI has seen a ‘massive improvement in productivity’
as a direct result of the
(Syn
) back
office system.”
Oct 2006
Japanese banking giant MUSI has dropped its transaction failure rates
and upped its STP rate to 95% with a single back office platform
for equities and fixed income
STP
pdf
Coexis names Dave Allen VP, business development, US
24/10/2006
Coexis Limited, IT providers of next generation software technology
and applications for international capital markets has appointed
Dave Allen as vice president of business development for US operations.
finextra.com
Coexis Strengthens US Team with Dave Allen to Head Business
Development New York
October 24, 2006
Coexis Limited, IT providers of next generation software technology
and applications for international capital markets has appointed
Dave Allen as vice president of business development for US operations.
newyork.dbusinessnews.com
Coexis strengthens US team with Dave Allen to head business
development
New York - 24 October 2006
Coexis Limited, IT providers of next generation software technology
and applications for international capital markets has appointed
Dave Allen as vice president of business development for US operations.
http://www.bobsguide.com
Click on the logo of the site to see the release on that site. Note: Each of these sites keep news releases for a different number of days and the link will not work after that time.
Coexis names Dave Allen VP, business development, US
Coexis Limited, IT providers of next generation software technology
and applications for international capital markets has appointed
Dave Allen as vice president of business development for US operations.
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“MUSI Goes Live with Syn
for Fixed Income Settlement; Mitsubishi
UFJ Securities International plc (MUSI) is Now Live with Syn
for
Managing Equities, Bonds and Reference Data”
April 03, 2006
http://www.tmcnet.com/usubmit/2006/04/03/1531126.htm

Wall Street & Technology
“MUSI Goes Live With Syn~ for Fixed Income Settlement”
April 06, 2006
http://www.wallstreetandtech.com/showArticle.jhtml?articleID=184429337
“MUSI goes live with Syn
for fixed income settlement”
05/04/2006
http://www.stpzone.com/Show.aspx?ID=1155
“MUSI goes live with Syn
for fixed income settlement”
London 3 April 2006
http://www.bobsguide.com/guide/news/13089.html
“Mitsubishi UFJ Securities live with Syn
Settlements from
Coexis”
Mitsubishi UFJ Securities International (MUSI) has gone live with Syn
Settlements from Coexis. The ADP Wilco Gloss system has been
turned off and the implementation project to standardise on Syn~
for workflow and lifecycle management of all MUSI's cash markets
settlements is complete.
London 3 April 2006
http://www.finextra.com/fullpr.asp?id=8726
Click on the logo of the site to see the release on that site. Note: Each of these sites keep news releases for a different number of days and the link will not work after that time.
“MUSI Goes Live with Syn
for Fixed Income Settlement
Mitsubishi UFJ Securities International plc (MUSI) is Now Live with
Syn~ for Managing Equities, Bonds and Reference Data ”
Monday April 3
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“AEMS takes strategic stake in Coexis with option to acquire in three
years”
3 March 2006
http://www.stpzone.com/Show.aspx?ID=1055
“Atos JV buys a stake in a UK financial-services software
house”
Atos Euronext Market Solutions (AEMS), the joint venture owned by
Atos Origin and Euronext, has taken a stake in a UK provider of specialist
financial-services software.
2 March 2006
http://www.ovum.com/news/euronews.asp?id=4023
“Atos Euronext Market Solutions announces strategic investment
in Coexis”
London, UK. 2 March 2006
http://www.biosmagazine.co.uk/press-release.php?id=7558
“Atos Euronext Market Solutions announces strategic investment
in Coexis”
London, UK. 2 March 2006
http://www.bobsguide.com

“Atos Euronext invests in Coexis”
2 March 2006
Financial terms of the deal were not disclosed but Terry Williams,
chairman, Coexis, told Finextra that AEMS would have the option to
purchase the remaining shares in the firm at the end of 2008. Williams
says the funds will be used to expand the firm's sales force in the
UK and US.
http://www.finextra.com/fullstory.asp?id=14995
Click on the logo of the site to see the release on that site. Note: Each of these sites keep news releases for a different number of days and the link will not work after that time.
“Atos Euronext Market Solutions announces strategic investment
in Coexis”
March 2, 2006
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“Plugging the Gaps”
“ The cookie cutter utility processing that is prevalent out there today … is
a very bad model that will exasperate very quickly if your product set is diverse” said
Donal O’Brien Coexis.
Straight Through Processing – February 2006
![]()
Coexis and Swisscanto team up to provide Syn
FundsSupermarket ASP service for
Cantonal Banks
November 30th 2005
http://biz.yahoo.com/bw/051130/20051130005388.html
Coexis and Swisscanto team up to provide Syn
FundsSupermarket ASP service
for Cantonal Banks
November 30th 2005
www.forbes.com
![]()
Coexis and Swisscanto team up to provide Syn
FundsSupermarket ASP service for
Cantonal Banks
November 30th 2005
http://uk.biz.yahoo.com

Coexis and Swisscanto team up to provide Syn
FundsSupermarket ASP service for
Cantonal Banks
November 30th 2005
http://finance.canada.com
Coexis and Swisscanto team up to provide Syn
FundsSupermarket ASP service
for Cantonal Banks
November 30th 2005
(link no longer valid)

Coexis and Swisscanto team up to provide Syn
FundsSupermarket ASP service for
Cantonal Banks
November 30th 2005
(link no longer valid)
In announcing its selection of Syn
. . . from software house Coexis,
Mitsubishi Securities International . . . expressed an urgent need
to reeplace ADP Wilco’s Gloss system.
July 18th 2005
“PRODUCT LAUNCH Coexis, Swisscanto offer ASP to streamline
mutual fund trading for Swiss Cantonal banks”
STPzone - 21 November 2005
http://www.stpzone.com/Show.aspx?ID=887
“Coexis and Swisscanto introduce hosted mutual fund processing
service”
FinExtra - 17 November 2005
http://www.finextra.com/fullpr.asp?id=6885
“Coexis and Swisscanto Funds Centre team up to provide Syn~FundsSupermarket
ASP”
Bob's Guide - 16 November 2005
http://www.bobsguide.com/guide/news/11570.html
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Not today, thank you.
Double page spread bylined by Donal O’Brien, business development
director, Coexis.
“ True STP is not appropriate for structured deals, but that doesn’t
mean automation
has no role to play.”
September 2005
“Mitsubishi Securities uses Coexis Syn
for bonds settlement”
Computer Business Review On-line - 11 July 2005
http://www.cbronline.com
“Mitsubishi Securities selects Coexis’s Syn
for bonds
settlement”
FinExtra - 11 July 2005
http://www.finextra.com/fullpr.asp?id=5025
“MUSI selects Syn
for bonds settlement”
Bob's Guide - 11 July 2005
http://www.bobsguide.com/guide/news/10071.html
“Mitsubishi Securities International has chosen Coexis to
replace its existing fixed income settlement system”
STPzone - 11 July 2005
http://www.stpzone.com/Show.aspx?ID=767
“Coexis scores with MUSI”
“ Mitsubishi Securities (MUSI) has selected the Syn
Settlements platform
from Coexis to manage its bond operations”
Dealing with Technology -11 July 2005

“MUSI uses Syn~ for Bonds Settlement”
“ Mitsubishi UFJ Securities International plc ("MUSI"), (formally
Mitsubishi Securities International) has selected Syn
from Coexis to replace
its ADP Wilco Gloss system for managing its bond business, officials say.”
Waters - 12 July 2005
![]()
“Mitsubishi Securities International has selected Syn
from
Coexis to replace its existing ADP Wilco Gloss system for managing
its bond business.”
Banking Technology - July 2005
JPMorgan Cazenove has gone live with Syn
from Coexis.
STP - May 2005
Download
PDF
RECENT APPOINTMENT Terry Williams becomes Coexis chairman, and Sunil
Shah shifts to CEO position
The Coexis board changes were finalised during a board meeting attended
remotely by three directors during a sponsored Kilimanjaro trek raising £120,000
plus for Sense International
STPzone - 3 November 2004
http://www.stpzone.com/Show.aspx?ID=504
"It's one hell of a hike but it will all be worth it. Sunil
Shah, chief operating officer at Coexis, is one of a group of 33
professionals working in financial services and IT in the City of
London who are hoping to raise money to help deafblind children."
Computer Weekly - 10 October 2004
http://www.computerweekly.com
"Uberoi takes post at Coexis. Coexis, providers of Syn
software
for the financial services industry, appointed Hank Uberoi to the
role of non-executive director. . ."
Dealing with Technology - 28 June 2004
http://www.watersinfo.com/news/ttw/index_home.asp
Hank Uberoi to help Coexis’ US push
Former Goldman Sachs technology co-COO invests in Coexis and joins
its board as non-executive director, reflecting his confidence
in Syn.
STPZone - 30 June 2004
http://www.stpzone.com/Show.aspx?ID=352
Donal O'Brien quoted in feature: Big names opt for outsourcing.
“For an outsourcing provider to make money, it needs to provide a utility
service on a single infrastructure to multiple customers. That's the reason
outsourcing is cheap. However, there is little scope for clients to make changes
to their applications.”
Financial News - 7 June 2004
http://www.efinancialnews.com
"Donal O'Brien, former co-chief technology officer at ADP Brokerage
Services
has left the company to join Coexis . . ."
ICFA - June 2004
http://www.icfamagazine.com
Coexis’s Sunil Shah seeks companions for trek up Kilimanjaro.
Shah hopes to raise in excess of £30,000 for Sense International,
a charity that helps deafblind children throughout the world.
STPzone - 9 June 2004
http://www.stpzone.com/Show.aspx?Archive=0&ID=318
“Coexis taps O'Brien from ADP”
Dealing with Technology - 17 May 2004
http://www.watersinfo.com/news/ttw/index_home.asp
Coexis lures O'Brien away from ADP
The Syn solution is now mature enough to meet institutional brokers'
pent-up demand for more sophisticated solutions for custody and
asset servicing, order management and reporting, O'Brien believes
STPZone 12 May 2004
http://www.stpzone.com/Show.aspx?Archive=0&ID=267
Coexis hires ADP CTO O'Brien as director, business development
Finextra - 10 May 2004
http://www.finextra.com/fullstory.asp?id=11784
“Climb Kilimanjaro and raise cash for charity”
Computer Weekly - 19 April 2004
http://www.computerweekly.com

“Coexis releases back-office apps”
Dealing with Technology - April 2003
http://www.watersinfo.com
“Technology company offers cross-asset processing capabilities
Coexis solutions removes silos”
Melanie Wold - Financial News - 24 April 2003
http://www.efinancialnews.com
