Portfolio management

608 articles tagged with this keyword

/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.

/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.

/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.

/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.

/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.

/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.

/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.

/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.

/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).

/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.

/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.

/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.

/Portfolio management

Broadridge awarded blockchain patent for proxy voting

The prospect of applying blockchain technology to the proxy voting process has become more likely after Broadridge, one of the biggest providers of investor-related services, was awarded a patent for this very purpose.

/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.

/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.

/Portfolio management

Deutsche Bank looks to big data for stock price clues

Deutsche Bank's research unit has unveiled an interactive web tool that uses big data in an effort to quantify the importance of intangibles, such as environmental and social issues, on stock prices.

/Portfolio management

LGT Vestra selects JHC Neon for portfolio monitoring

Wealth management fintech firm JHC Systems (JHC), has today announced that LGT Vestra has gone live with JHC NEON (Neon) in order to increase the monitoring of its clients' portfolios.

/Portfolio management

Indata releases Architect AI

INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced the release of iPM Portfolio Architect AI, the investment industry’s first portfolio construction, modeling, rebalancing and reporting solution based on AI and machine learning.

/Portfolio management

Ho Chi Minh City Securities selects Horizon

Horizon Software (Horizon) the leading global provider of electronic trading and investment management technology, today announced its partnership with Ho Chi Minh City Securities Corporation (HSC), a leading and award-winning securities brokerage and equities firm in Vietnam.

/Portfolio management

StatPro migrates to Microsoft Azure

StatPro Group plc, (“StatPro”, AIM: SOG), the AIM listed provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry, has migrated a key StatPro Revolution portfolio analytics engine to the Microsoft Azure Data Lake Analytics platform.