Portfolio management

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/Portfolio management

UBS Global Asset Management selects SimCorp Dimension

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, now discloses that the new client, announced in Company Announcement no. 41/2015 of September 1, 2015, is UBS Global Asset Management.

/Portfolio management

AltX names Roy Singh CTO

AltX today announces that Roy Singh joins as Chief Technology Officer, effective immediately.

/Portfolio management

Trinity Street Asset Management goes live on Eze Software OMS

Eze Software Group, a premier provider of global investment technology, today announced that Trinity Street Asset Management, a London-based institutional asset manager, has gone live on its order management system (OMS).

/Portfolio management

Style Research secures growth funding from Lyceum Capital

Style Research, the leading independent provider of global investment research and portfolio analysis applications, has partnered with growth investors Lyceum Capital to accelerate expansion.

/Portfolio management

Avery Trading choses Orc Tbricks for spread trading

Orc, the global market leader in electronic trading technology for listed derivatives, today announced that Avery Trading has chosen Orc Tbricks for spread trading on CME Globex.

/Portfolio management

Financial Synergy Acruity to be introduced to Pillar Administration

Industry leading superannuation and investment software provider, Financial Synergy announces its largest Third Party Administrator (TPA) implementation with Pillar Administration (Pillar).

/Portfolio management

SapientNitro develops new iPad app for Fidelity

SapientNitro, part of Publicis.Sapient, and Fidelity Worldwide Investment, the worldwide asset management company, have launched an iPad app for all investors.

/Portfolio management

Eze Software rolls out app on iPhone 6

Eze Software Group, a premier provider of global investment technology, has enhanced its mobile offerings with the release of Eze Mobile for iPhone 6 and 6 Plus.

/Portfolio management

Olivetree signs with Iress

IRESS today announced independent agency broker Olivetree Securities has selected IRESS as its Australian partner to provide order management services.

/Portfolio management

Confluence hires Katie Kiss as directior of performance analytics

Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, continues its expansion in Europe with a new addition to its London office: Katie Kiss takes the position of Director of Performance Analytics.

/Portfolio management

Emerald Advisers expands Indata iPM cloud usage

Indata, a leading industry provider of software and services for buy-side firms, today announced that Emerald Advisers, Inc., an Indata client since 2013, has fully transitioned Elessar Investment Management onto Indata’s iPM Cloud platform.

/Portfolio management

Calypso Technology selects Pedro Porfirio as senior VP, chief product officer

Calypso Technology, Inc., the standard for treasury and capital markets software, has appointed Pedro Porfirio as Senior Vice President, Chief Product Officer.

/Portfolio management

SimCorp Dimension 5.8 release introduces IBOR manager

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, has released SimCorp Dimension version 5.8, the second of its two annual software releases.

/Portfolio management

Financial Synergy provides CRM software for Australian super funds

Industry leading superannuation and investment software provider, Financial Synergy announces today its Acurity™ member online, reporting and compliance platform will enable the delivery of a larger scale and integrated customer relationship strategy for the merged Tasplan and Quadrant super funds.

/Portfolio management

EdgePoint goes live on Charles River IMS

Charles River, a front- and middle-office investment management solution provider, today announced that EdgePoint Investment Group Inc. (EdgePoint), a global asset manager based in Toronto, is live on the hosted Charles River Investment Management Solution (Charles River IMS).

/Portfolio management

TAS Group and NewSoft partner

TAS Group, a leading international provider of solutions for financial markets, and NewSOFT, a software development lab specializing in the financial sector and leader in Italy for OTC derivatives, entered a partnership to offer banks, financial intermediaries and trust companies joint solutions for the management of derivatives and securities.

/Portfolio management

Charles River IMS chosen by Krung Thai Asset Management

Charles River, a front- and middle-office investment management solution provider, today announced that Krung Thai Asset Management Public Company Limited (KTAM), a leading asset management firm based in Bangkok, has selected the Charles River Investment Management Solution (Charles River IMS) delivered as a managed application.

/Portfolio management

CBRE Clarion Securities live on Charles River investment management platform

Charles River, a front- and middle-office investment management solution provider, today announced that CBRE Clarion Securities, a registered investment advisory firm, is live on the Charles River Investment Management Solution (Charles River IMS) delivered as a hosted service.

/Portfolio management

Plato explores commercial partnership with Turquoise

Plato Partnership today announces that it is entering into a period of exclusive discussions with Turquoise around a commercial collaboration.

/Portfolio management

Charles Schwab extends Fiserv Unified Wealth contract

Fiserv (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that Charles Schwab & Co., Inc. has signed a three-year extension for the Unified Wealth Platform from Fiserv.

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