Latest Portfolio management News: Finextra Research

Baldwin Brothers selects SS&C wealth platform

SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of financial services software and software-enabled services, is pleased to announce that Baldwin Brothers Inc. has selected SS&C’s wealth management platform.

18 December 2014

Company update/Portfolio management

Union Investment adds OtasTechnologies to its trading processes

Union Investment, one of Europe’s leading asset managers, has successfully added the OTAS platform to its portfolio management process.

18 December 2014

Company update/Portfolio management

Advent upgrades product suite

Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services to the global investment management industry, today announced the global availability of this year’s second major release across its product suite.

08 December 2014

News/Portfolio management

SS&C acquires DST Global for $95 million in cash

Connecticut-based SS&C Technologies Holdings, has acquired DST Global Solutions for $95 million in cash, providing a platform for growth in Emea and Asia Pacific.

02 December 2014

Company update/Portfolio management

Percentile and Torstone integrate RiskMine and Inferno platforms

Percentile, providers of technology for risk management and regulatory compliance, and Torstone Technology, providers of securities and derivatives processing software to the global financial markets, today announced a partnership to offer seamless solutions across risk, middle & back office and accounting for financial institutions.

26 November 2014

Company update/Portfolio management

Fund admin house Sanne chooses eFront platform

eFront, a leading software provider of financial solutions for managing alternative investments, is pleased to announce that a leading Channel Islands fund administrator has chosen eFront as its solution provider.

18 November 2014

Company update/Portfolio management

Investment research platform Bipsync raises $1.5 million

Bipsync, a research automation platform that maximizes the productivity and efficiency of investment professionals, today announces the availability of its Open Beta for individuals and early access to its Enterprise product for buyside investment teams.

18 November 2014

News/Portfolio management

TIM Group scores £2m strategic debt financing from Barclays

TIM Group, the fintech outfit behind a software platform used by stock brokers to submit trade ideas to clients, has secured £2 million in strategic debt funding from Barclays.

31 October 2014

Company update/Portfolio management

StatPro wins five-year deal with Prudential Investment Managers

StatPro Group plc (SOG.L), the AIM listed provider of portfolio analysis and asset pricing services for the global asset management industry, is pleased to announce that following the signing of a five year contract earlier this year with Prudential Investment Managers, one of South Africa's top ten largest investment managers, StatPro products are now being rolled out across a selection of funds.

27 October 2014

Company update/Portfolio management

CFH Systems appoints regional directors for Eastern European push

CFH Systems has appointed two regional directors to support its growth plans in Eastern Europe. Alexander Stanovoy, a former Director at Alpari (RU) joins the organisation as Regional Director of Russia, and Lukasz Paszkiewicz, former CEO at First International Traders Dom Maklerski joins as Regional Director in Poland.

02 October 2014

Company update/Portfolio management

SGSS launches outsourced wealth management platform in UK

Societe Generale Securities Services (SGSS) has launched a fully integrated Wealth and Investment Management outsourcing solution for the UK.

30 September 2014

Company update/Portfolio management

Indata selects lanware as preferred technology partner for UK

INDATA, a leading industry provider of software and services for buy-side firms including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic - the industry’s first investment management platform specifically designed for the era of big data – today announced that it has selected Lanware Limited as the company’s preferred technology partner within the UK market.

30 September 2014

Company update/Portfolio management

SimCorp names James Corrigan MD, North America

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced the appointment of James Corrigan as Managing Director of SimCorp’s North American operations.

03 September 2014

News/Portfolio management

Markit enters OMS arena with thinkFolio acquisition

Financial data outfit Markit is moving into the order management system (OMS) business with the acquisition of thinkFolio. Financial terms of the deal were not disclosed.

14 January 2014