Latest Portfolio management News: Finextra Research

SS&C to support straight-through margining

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, today announced the latest release of a straight-through-margining service model for collateral management.

09 February 2016

Company update/Portfolio management

Vescore AG goes live with SimCorp Dimension

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, announces that Vescore AG, a Swiss asset manager with USD 14bn in assets under management, has successfully completed the implementation of SimCorp Dimension.

08 February 2016

Company update/Portfolio management

Linedata launches Linedata Mobil'Ekip

Linedata, (NYSE Euronext: LIN) the global solutions provider dedicated to the investment management and credit industries, announces the launch of its digital Linedata Mobil'Ekip solution.

03 February 2016

Company update/Portfolio management

Bravura launches Sonata CPPI module with integrated risk management hedging

Bravura Solutions Pty Limited (Bravura) has today unveiled Sonata CPPI, a new module within its award winning Sonata solution.

01 February 2016

Company update/Portfolio management

Moelis Australia Securities selects Analec investment research and CRM platforms

ANALEC announced that Moelis Australia Securities has selected its investment research management platform – ResearchWise – along with its CRM for broker-dealers – ClientManager – to power its brokerage operations.

26 January 2016

News/Portfolio management

Halifax 'Digital Champions' to run IT sessions at UK libraries

Halifax is to dispatch up to 2000 staff to UK libraries to run IT taster sessions for the estimated six million adults in the country who have never used the internet to get online.

20 January 2016

Company update/Portfolio management

FolioKarma releases ethical investing app

Today, FolioKarma released a new app in Apple's App Store that allows investors to take personal values into account while investing and provides them with transparency into how each ethical decision might impact the performance of their portfolios.

19 January 2016

Company update/Portfolio management

FolioDynamix hires Steve Dunlap as President and COO

FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the appointment of industry veteran Steve Dunlap as president and chief operating officer.

19 January 2016

Company update/Portfolio management

BMO introduces SmartFolio for Canadian investors

BMO Wealth Management today announced the launch of BMO SmartFolio, a new affordable digital portfolio management service from BMO Nesbitt Burns Inc.

18 January 2016

Company update/Portfolio management

SimCorp appoints Stuart Keeler as MD of SimCorp Coric

SimCorp, a provider of investment management solutions and services for the global financial services industry, today announced the appointment of Stuart Keeler as new Managing Director of SimCorp Coric.

14 January 2016

Company update/Portfolio management

SS&C updates HiPortfolio

SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced the latest release of HiPortfolio, its leading investment accounting and asset servicing software.

12 January 2016

Company update/Portfolio management

Optiver signs multi-year deal for Torstone's sub-ledger system

Torstone Technology, a leading provider of post-trade securities and derivatives processing, today announces that Optiver, the global electronic market maker, has signed a multi-year deal to use Torstone’s sub-ledger system, Inferno SL, to provide a consolidated balance sheet and perform reconciliations with clearing banks.

11 January 2016

Company update/Portfolio management

Prophet Capital Asset Management deploys Broadridge tech

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Prophet Capital Asset Management, a $2.3 billion structured credit hedge fund, has adopted Broadridge’s integrated trading, portfolio management and operating platform.

07 January 2016

Company update/Portfolio management

KBC Asset Management selects SimCorp Dimension

SimCorp announces that it has signed a license agreement with KBC Asset Management, the largest investment manager in Belgium.

18 December 2015

Company update/Portfolio management

Rasmala to install Profile’s IMSplus

Profile Software, a leading financial solution provider, announced today the strategic selection of IMSplus, the award-winning investment management platform by Rasmala, a London-headquartered independent investment manager.

16 December 2015

Company update/Portfolio management

Omgeo and SimCorp hail first live automated repo matching process

The Depository Trust & Clearing Corporation (DTCC)’s Omgeosubsidiary, the global standard for institutional post-trade efficiency, and Simcorp, the leading provider of investment management solutions and services, today announced that the first live repurchase agreement (repo) trade has been automatically processed in SimCorp Dimension and Omgeo Central Trade ManagerSM (Omgeo CTM) between Kammarkollegiet and Nordea Bank.

14 December 2015

Company update/Portfolio management

Saudi Hollandi Capital signs up with Miles Software

Saudi Hollandi Capital (SHC), the investment banking arm of Saudi Hollandi Bank has selected MoneyWare suite for automating its Asset & Portfolio Management business.

08 December 2015

Company update/Portfolio management

BNP Paribas Securities Services implements SimCorp Dimension

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, announces that BNP Paribas Securities Services has implemented SimCorp Dimension to manage accounting operations on behalf of its clients.

03 December 2015

Company update/Portfolio management

SimCorp releases new Coric upgrade

SimCorp, a leading provider of investment management solutions and services for the global financial services industry has released a new version of SimCorp Coric, its award-winning client communications and reporting solution.

25 November 2015

Company update/Portfolio management

Investec Wealth & Investment goes live with Calastone Transfer Service

Calastone, the global funds transaction network, today announces that Investec Wealth & Investment, one of the UK’s largest private client wealth management firms, has gone live with Calastone’s recently launched Transfer Service.

24 November 2015