BBH Launches Connectors, a Platform Featuring Multi-Provider, Open Architecture Technology Providers

June 08, 2021
  • Investor Services
This inaugural class of Connectors introduces BBH clients to third-party services including ESG data management, AI services, accounting and reporting, and recovery services.

Boston, MA, June 8, 2021 – Brown Brothers Harriman & Co. (BBH), today announced the launch of BBH Connectors, a cohort of specialist third-party fintech and service providers that bring expertise in areas like ESG data, insurance accounting, class action recovery services, and AI to drive meaningful outcomes for clients. BBH Connectors complement BBH’s modular, provider-agnostic technology solutions and BBH Infomediary® data services to optimize asset manager and financial institutions operating models.

BBH Connectors can be readily integrated through BBH Infomediary® – a powerful data integration engine that provides efficient and scalable data delivery across BBH solutions, client’s own solutions, and third-party solutions.

Connectors is a critical part of how BBH works with its clients seeking an integrated suite of flexible, provider-agnostic capabilities, that drive efficiencies, preserve choice, and create a future-ready operating model that will flex as clients’ strategy demands.

“Asset managers need a future-ready operating model enabled for multiple service providers that can adapt as their strategy evolves,” said Chris Remondi, BBH Partner and Global Head of Relationship Management. “In this environment, it’s all about flexibility, and we are excited to facilitate choice on behalf of our clients.”

The Connectors program is launching with four unaffiliated external firms, while also showcasing several BBH-built solutions which can be provided together or separate from custody and administration services. BBH is pleased to introduce the first group of external Connectors:

  • Clearwater Analytics provides insurance and reinsurance companies with a SaaS platform for daily accounting, compliance, performance, risk reporting, and analytics.
  • Financial Recovery Technologies (FRT) provides support for the complexities and volumes associated with class action claims through a host of governance and recovery shareholder litigation solutions.
  • IdealRatings integrates ESG factors across client operating models to maximize opportunity and governance while building solutions to meet their strategic demands.
  • OnCorps helps clients apply AI and other emerging technologies to their business; streamlining manual processes, tasks, and decisions.  

“We don’t believe that any single provider is going to have a monopoly on good ideas, nor do we think any one provider can manufacture all of the solutions asset managers and financial institutions would expect to leverage,” said Joshua Fine, Head of Data Services at BBH. “These four firms are the first cohort of providers for what will become an open architecture platform of solutions which solve some of the most pressing challenges our clients face right now.”

BBH Connectors Driving Outcomes for Asset Mangers

“BBH is a long-time partner of Clearwater. We are so excited to expand our collaboration and deliver a unique approach to solving pervasive challenges of the front, middle, and back office,” said Brian P Slattery, SVP and Head of North America and Bermuda Insurance at Clearwater. “Insurance companies have been stretched thin in this continued low-interest rate environment — daily transparency, asset class support, and world-class regulatory reporting are more important than ever, and delivering them at the highest level is the core value of the Clearwater and BBH partnership.”

Rob Rynd, Vice President and Global Head of Channel & Commercial Strategy at Financial Recovery Technologies, said, “We are excited to formalize our relationship with BBH as a Connector, where we can bring additional value to their clients. As a complement to BBH’s custody product offering, clients can add additional class action services, including Antitrust and Global Opt-In, to ensure they have the most complete coverage to optimize their exposure to litigation.”

“We are delighted to be one of the initial firms,” said Mohamed Donia, Chief Executive Officer, IdealRatings. “Supporting our mutual clients with cutting edge analytics tools and solutions enables them to embed sustainability metrics in their investments, allowing them to meet ESG standards and regulatory requirements. Through our complementary engagement, BBH clients can achieve portfolio optimization whilst fully aligning with responsible investment strategies. “

“Coupling our deep AI expertise with BBH’s leadership relative to fund operations data, asset managers can drive operational improvements on accelerated timelines,” said Dave DeMasi, Executive Vice President, OnCorps.

More detailed information on our Connectors Program can be found on our BBH Connectors page.


About Brown Brothers Harriman

BBH is a privately held financial institution that has been a thought leader and solutions provider for over 200 years. The firm serves individuals, families, businesses and institutions in its three business lines: Private Banking, Investment Management, and Investor Services. BBH’s culture of accountability fosters deep and lasting relationships built on commitment, adaptability and trust. The company is independent, selective, and specialized by design.

BBH’s Investor Services business provides cross-border custody, accounting, administration, execution and technology services to many of the world’s leading asset managers and financial institutions. BBH operates its global business out of seventeen offices located in New York, Boston, Beijing, Charlotte, Chicago, Dublin, Grand Cayman, Hong Kong, Jersey City, Kraków, London, Luxembourg, Nashville, Philadelphia, Tokyo, Wilmington and Zürich. For more information, please visit


About Clearwater Analytics

Clearwater Analytics provides insurance and reinsurance companies with a SaaS platform for daily accounting, compliance, performance, risk reporting, and analytics. Each day, the Clearwater solution reports on more than $5.5 trillion in assets for clients that include leading insurers, asset managers, corporations, pension plans, governments, and non-profit organizations – helping them make the most of their investment portfolio data with a world-class product and client-centric servicing. Investment professionals in 50 countries trust Clearwater to deliver timely, validated investment data and in-depth reporting. Additional information about Clearwater can be found at

About Financial Recovery Technologies

Founded in 2008, Financial Recovery Technologies (FRT) is a leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities class action settlements. Offering the most comprehensive range of claim filing and monitoring services available, we provide best-in-class eligibility analysis, disbursement auditing and client reporting, and deliver the highest level of accuracy, accountability and transparency available. Financial Recovery Technologies is a Cross Country Group company ( For more information, go to


About IdealRatings

IdealRatings is a leading financial data and technology provider that empowers global asset managers, asset services, financial institutions and asset owners with an array of responsible investment solutions. IdealRatings provides its world class clients with innovative data services, analytical tools and reports for a global universe of equities, fixed income, and REITs with a mission to enable responsible investments worldwide. IdealRatings' state of the art technology infrastructure offers over 10 million data points for diverse instruments backed by an experienced research team, proprietary methodology and robust guidelines customization engine. For more information, visit

About OnCorps

OnCorps, based in Boston, is a leading provider of AI-driven solutions in financial services operations, where our cloud applications have substantially reduced manual work, errors, and risk. We solve problems with cross-disciplinary teams of data and computer scientists, and OnCorps’ pioneering algorithms have shown dramatic results for leading asset managers. The firm’s success has attracted some of the largest investment managers globally, and OnCorps clients now represent over $11 trillion in AUM. For more information, go to

Brown Brothers Harriman & Co. (“BBH”) may be used as a generic term to reference the company as a whole and/or its various subsidiaries generally. This material and any products or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and reference purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable tax regimes, or for promotion, marketing or recommendation to third parties. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed, and reliance should not be placed on the information presented. This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties, without the permission of BBH. All trademarks and service marks included are the property of BBH or their respective owners. © Brown Brothers Harriman & Co. 2021. All rights reserved. IS-07398-2021-06-07

As of June 15, 2022 Internet Explorer 11 is not supported by

Important Information for Non-U.S. Residents

You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see

captcha image

Type in the word seen on the picture

I am a current investor in another jurisdiction