Portfolio management

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HTML5 specialist OpenFin raises $3m

/Portfolio management

HTML5 specialist OpenFin raises $3m

OpenFin, a provider of HTML5 runtime technology for the financial industry, has raised $3 million in a funding round joined by high-profile individuals including Cris Conde and Tom Glocer.

/Portfolio management

BOM Capital selects SunGard's Investran private equity package

Brabant Development Agency Capital (BOM Capital), an investment management company focused on strengthening the regional economic structure in the Province of Noord-Brabant, The Netherlands – one of the most innovative regions in the European Union – has chosen Investran, SunGard’s integrated private equity solution, to help enhance data and investment transparency across front- and back-office stakeholders and processes.

/Portfolio management

Global Market Solutions joins Misys InFusion partner programme

Misys, the leading financial software company, has signed an agreement with Global Market Solutions (GMS) to become a member of the Partner Programme.

/Portfolio management

Argent Financial selects FIS for trust operations outsourcing

Combining innovative technology with secure BPO servicing, FIS™ (FIS), a global leader in banking and payments technology as well as consulting and outsourcing solutions, continues to reinvent traditional trust operations.

/Portfolio management

Advent upgrades across product portfolio

Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced the global release of its first round of 2015 product updates, including enhancements for Geneva®, Advent Portfolio Exchange® (APX), Moxy®, Advent Rules Manager®, Tamale®, and Advent Revenue Center®.

/Portfolio management

BNY Mellon fined £126 million for FCA over Cass compliance failings

BNY Mellon (NYSE: BK) today issued the following statement regarding the findings of a U.K. Financial Conduct Authority ("FCA") investigation into compliance with relevant FCA Principles and U.K. Client Asset Sourcebook ("CASS") rules during the period from November 2007 to August 2013:

/Portfolio management

Trustee Executors Limited selects SS&C Pages reporting technology

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced Trustee Executors Limited (TEL), the largest provider of third party administration for financial services in New Zealand and leaders in the provision of Trustee, Custodial, Investment Accounting, Unit Pricing and Registry service, has selected SS&C’s reporting solution, Pages.

ITG launches analytics incubator

/Portfolio management

ITG launches analytics incubator

Execution broker ITG has opened up a digital community for the sharing of ideas and collaboration in trading and portfolio analytics.

/Portfolio management

Banque Pictet & Cie SA live on Calypso for collateral management

Calypso Technology, Inc., a leader in Capital Markets software solutions, announced today that Banque Pictet & Cie SA, headquartered in Geneva, has gone into production with the Calypso collateral management solution to consolidate all collateral activities across its many businesses on a single platform.

/Portfolio management

Nord/LB Asset Management deploys Profidata Xentis investment management system

NORD/LB Asset Management AG has managed to roll out the XENTIS software system in the space of just ten months.

/Portfolio management

SimCorp launches new IBOR knowledge centre

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced the launch of a new IBOR portal.

/Portfolio management

Fidessa selected by Fiera Capital for fixed income and derivatives

Fidessa group plc (LSE: FDSA) today announced that Fiera Capital Corporation (“Fiera Capital”) (FSZ.TO), a leading independent Canadian investment manager, has deployed Fidessa’s investment management system (IMS) across its fixed income operations. The managed service, which includes compliance, order management, portfolio management and connectivity, has enabled Fiera Capital to quickly scale its fixed income business and accelerate time to market in a cost-effective manner. Derivatives will follow later this year.

/Portfolio management

BNY Mellon automates loan documentation for investment managers

BNY Mellon, a global leader in investment management and investment services, is introducing a service that enables investment managers trading bank loans to automatically transmit loan trade documents to BNY Mellon through secure online channels.

/Portfolio management

NZ's TEL goes live with Sonata from Bravura

Trustees Executors Limited (TEL) – the largest provider of third party administration for financial services in New Zealand and leaders in the provision of Trustee, Custodial, Investment Accounting, Unit Pricing and Registry services – is pleased to announce that it has gone live with Sonata, and is the first company to implement Sonata for KiwiSaver.

/Portfolio management

Fidessa partners with RBS for Global F&O trading

Fidessa group plc (LSE: FDSA) has today announced that RBS has selected Fidessa’s futures and options trading platform to enhance its execution capabilities within the global derivatives business.

/Portfolio management

SciVantage appoints new EVPs

Scivantage, a Global FinTech 100 technology provider of information-enabled software dedicated to transforming complex information and processes into intuitive user experiences for the financial services industry, announced today the appointment of Amit Basu as Executive Vice President, Professional Services and Delivery, and Alex Sauickie as Executive Vice President, Business & Technology Operations.

/Portfolio management

Eagle Investment Systems names Mal Cullen as CEO

Eagle Investment Systems LLC, a BNY Mellon company and leading provider of financial services technology, announced Mal Cullen has been appointed Chief Executive Officer, succeeding John Lehner, who will serve as Chairman of Eagle.

/Portfolio management

Linedata Capitalstream adds e-signatures

Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, is pleased to announce the integration of electronic signature service e-SignLive™ by Silanis into its latest version of Linedata Capitalstream.

/Portfolio management

APX and Iress announce connectivity to new trading platform

Asia Pacific Stock Exchange (APX) and IRESS (ASX: IRE) today announced that IRESS will integrate support for the APX market into its well recognized institutional and wealth management platforms.

/Portfolio management

Orc Group Holding to acquire Tbricks

Orc, a global leader in derivatives trading technology, today announced that Orc Group Holding AB´s owner Cidron Delfi Intressenter Holding AB (a company indirectly controlled by Nordic Capital Fund VII) has signed an agreement to acquire 100% of the shares in Tbricks.

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