Latest Portfolio management News: Finextra Research

Apiax releases new regtech tax product

Zurich-based RegTech startup Apiax’ new product allows banks and asset managers to factor the tax impact of financial instruments into their investment recommendations.

28 August 2018

Company update/Portfolio management

StatPro shakes up Canadian operations

StatPro Group (SOG.L), a leading provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry is delighted to announce two new senior positions and a new divisional structure to bring greater focus to its Canadian operations and clients.

23 August 2018

Company update/Portfolio management

Temenos Multifonds inks new deal with UMB Fund Services

Temenos (SIX: TEMN), the banking software company, today announced that Milwaukee, Wisconsin-based UMB Fund Services (UMB) signed an agreement to modernize its Exchange Traded Funds (ETF) administration capabilities using Temenos’ Multifonds platform.

21 August 2018

Company update/Portfolio management

StatPro grows revenue and profit

StatPro Group plc, (AIM: SOG, “StatPro”, “the Group”), the leading provider of portfolio analysis and asset pricing services for the global asset management industry, has published its interim results for the six months ended 30 June 2018.

01 August 2018

Company update/Portfolio management

Thomson Reuters and Finbourne to develop cloud-based portfolio hosting for investment managers

Thomson Reuters today announced a partnership agreement with London-headquartered FINBOURNE Technology to use FINBOURNE’s cloud-based advanced investment management platform, LUSID, for Thomson Reuters client and transaction data.

16 July 2018

Company update/Portfolio management

Sealark picks Truss Edge to support portfolio management and data ops

Sealark LLP has chosen portfolio management technology specialist Truss Edge to support the day to day data and portfolio activities of its new commodities fund.

09 July 2018

Company update/Portfolio management

Gordon Bloor appointed divisional CEO of Source: StatPro

StatPro Group plc, (“StatPro”, “the Group”, AIM: SOG), the AIM listed provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry, has appointed Gordon Bloor, as the CEO of one its divisions Source: StatPro.

28 June 2018

Company update/Portfolio management

SimCorp merges UK and Northern European operations

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announced that it is merging its Northern Europe and UK (covering UK, Ireland and Middle East) market units.

20 June 2018

Company update/Portfolio management

CMC Markets updates online trading platform

CMC Markets, a leading global provider of online trading, today announces that it has significantly enhanced its Next Generation trading platform with a series of improvements and new features to further improve its clients’ trading experience.

14 June 2018

Company update/Portfolio management

Dorsum launches My Wealth mobile app

Dorsum, a multi-award winning, innovative investment software provider, today launches the My Wealth app at the Money2020 event in RAI Amsterdam.

13 June 2018

Company update/Portfolio management

Arkéa Investment Services picks NeoXam portfolio management system

Arkéa Investment Services (Arkéa IS), the asset management and private banking arm of the cooperative and mutual group Arkéa, today announces that it has selected NeoXam, a leading financial technology company, to provide its front-to-middle office portfolio management system for its affiliates, Federal Finance Gestion and Schelcher Prince Gestion.

12 June 2018

Company update/Portfolio management

Broadridge partners StatPro for performance analytics

Broadridge Financial Solutions, Inc. (NYSE:BR), a global fintech leader, today announced a new strategic partnership with StatPro Group, the leading provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry.

06 June 2018

Company update/Portfolio management

FIIG Securities Australia selects BondIT for the front office

BondIT today announced that leading fixed income house, FIIG Securities, has signed an agreement to use its bond portfolio solution for relationship managers.

31 May 2018

Company update/Portfolio management

Caixa Bank Asset Management signs for SimCorp Dimension

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announced that CaixaBank Asset Management has selected SimCorp Dimension to transform its front to back office operations.

22 May 2018

Company update/Portfolio management

Salt Financial launches ETF powered by truBeta

Salt Financial LLC, a provider of data, ETF and index products, today announced the launch of the Salt truBeta™ High Exposure ETF (Ticker: SLT).

17 May 2018

Company update/Portfolio management

TD signs for CGI Wealth360 Portfolio Management tech

TD Bank Group has engaged CGI (TSX: GIB.A) (NYSE: GIB) to lead the installation of its new Wealth Management software platform. Under the terms of the agreement, CGI will orchestrate the consolidation of TD's software systems onto a single, integrated platform using CGI's Wealth360 Portfolio Management solution.

15 May 2018

Company update/Portfolio management

StatPro signs cloud conversion deal with fund administrator

StatPro Group plc, ("StatPro", "the Group", AIM: SOG), the AIM listed provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry, has signed a multi-year cloud conversion and extension contract from StatPro Seven to StatPro Revolution with a top 10 global fund administrator, which has over $1.5 trillion funds under administration.

14 May 2018

Company update/Portfolio management

Pimco takes minority stake in fintech firm Beacon

Pimco, a leading global investment management firm, has entered into a strategic partnership with Beacon Platform Incorporated, a financial technology company specialising in the development of cloud-based, end-to-end development and production platforms.

11 May 2018

Company update/Portfolio management

Eze Software updates investment management tech

Eze Software, the premier provider of global investment technology, has released the newest version of its enterprise-wide investment management solution, Eze Investment Suite 2018.

03 May 2018

Company update/Portfolio management

Linedata upgrades fund accounting platform

Linedata (Euronext Paris: LIN), is launching a new version of its fund accounting platform, Linedata Mfact 11.3, streamlining and automating key operational processes to deliver increased efficiency for users.

30 April 2018