Portfolio management

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/Portfolio management

Dash Financial releases new buy-side trading system

Dash Financial Technologies, the industry leader in order routing transparency, visualization and customization solutions, today announced the launch of its next-generation portfolio trading (PT) algorithm, a highly customizable workflow and execution solution with real-time transparency and analytics, allowing institutional clients to achieve their portfolio trading performance goals, however they choose to define them.

/Portfolio management

Newton replaces legacy platform with Eagle Investment system

Eagle Investment Systems LLC, a BNY Mellon company and leading provider of financial services technology, announced today that Newton Investment Management (“Newton”) has selected Eagle Accounting to replace its legacy investment accounting platform.

/Portfolio management

Bank Frick buys share in fintech 21.finance

21.finance AG, which is based in Liechtenstein, is to get a new shareholder.

/Portfolio management

Framework appoints ex-StanChar exec as CEO

Framework, a specialist global solutions vendor for Private Equity (PE) and Real Estate (RE) investments, has made a senior hire to its leadership team to meet demand for its enterprise investment accounting data management solutions.

/Portfolio management

Online investment platform Primary Bid raises £2m in funding

Primary Bid, the online platform that enables retail investors to gain access to discounted equity offerings of publicly listed companies, today announced that it has closed a £2 million investment round led by funds managed by Lombard Odier, family offices and a series of angel investors.

/Portfolio management

VTFinTech joins OpenFin platform

VTFinTech, the technology provider of portfolio management and research evaluation services, today announced that it has joined the OpenFin platform to quickly and seamlessly onboard, deploy and deliver its Parity One software at scale to financial institutions.

/Portfolio management

Norwegian asset manager completes SimCorp installation

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, announces today that Storebrand Asset Management, Norway’s largest private asset manager with EUR 71 billion in assets under management, now completes its strategic consolidation project, with the addition of SimCorp’s front office and fund management solutions.

/Portfolio management

SimCorp Dimension gets Qlik business intelligence boost

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, and Qlik, the leading data analytics platform and the pioneer of user-driven Business Intelligence (BI), today announces a new partnership, enhancing SimCorp Dimension, with the addition of Qlik’s Business Intelligence platform.

/Portfolio management

ICBC Asset Management selects Linedata for global fund business

Linedata (Euronext Paris: LIN), a global provider of credit and asset management technology, data and services, announced today that Hong-Kong-based ICBC Asset Management (Global) (ICBC AMG) will implement a range of asset management software solutions to power its growing global fund business.

/Portfolio management

Groupama Asset Management goes live with SimCorp Dimension

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announced that Groupama Asset Management has gone live with the deployment of SimCorp Dimension, to automate its front and middle office operations.

/Portfolio management

US fund manager hires crypto specialist

Wilshire Phoenix Capital, a privately held specialty finance, asset management and advisory firm, is pleased to announce the addition of crypto, blockchain and neuroscience luminary Garrette Furo, CAIA, as Partner and CIO.

JP Morgan hires senior AI exec

/Portfolio management

JP Morgan hires senior AI exec

US bank JP Morgan has hired a former Google executive as its new head of artificial intelligence (AI) and machine learning (ML).

/Portfolio management

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.

/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.

/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.

/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.

SS&C to buy Eze Software for $1.45 billion

/Portfolio management

SS&C to buy Eze Software for $1.45 billion

Having backed away from a rumoured bid to buy Fidessa, SS&C has turned its attentions to Eze Software, offering private equity owner TPG Capital $1.45 billion in cash for the investment management software house.

Credit Suisse invests in Assetmax

/Portfolio management

Credit Suisse invests in Assetmax

Credit Suisse has joined a funding round for Assetmax, a Swiss startup that provides asset managers with an end-to-end software platform.

/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.

/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.

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