Portfolio management

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/Portfolio management

Finomial selivers OECD CRS platform

Finomial Corporation today announced the launch of a comprehensive and automated online investor services and tax reporting platform.

/Portfolio management

OnMarket targets wealthy Chinese investors with BMY Group

OnMarket BookBuilds (OMB), the creator of the world’s first online portal giving investors free and fair access to IPOs, has joined forces with BMY Group to supply content to the news and finance organisation, which is dedicated to assisting Chinese in making local investments.

/Portfolio management

Polen Capital goes live on Charles River IMS

Charles River, a front and middle office investment management solution provider, today announced that Polen Capital Management (Polen Capital), an equity management boutique based in Boca Raton, Florida, is live on the SaaS-based Charles River Investment Management Solution (Charles River IMS) across its mutual funds, institutional accounts and retail separately managed accounts.

/Portfolio management

FinMason appoints Mark Hollingsworth head, advisor solutions

FinMason, a Boston-based financial technology firm focused on investor education, announced today that it has hired Mark Hollingsworth as Head of Advisor Solutions.

/Portfolio management

Linedata Capitalstream releases platform upgrade

Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, is pleased to announce that the latest release of Linedata Capitalstream, the Best-in-Class Lending & Leasing solution, is now available.

/Portfolio management

Henderson Global Investors goes live with Milestone fund oversight package

Milestone Group, the global provider of optimised fund processing solutions, today announced that Henderson Global Investors (HGI) has gone live with pControl Fund Oversight across its extensive range of mutual funds and investment trusts.

/Portfolio management

Fiserv unveils advisor portfolio management and trading tech tools

Fiserv, Inc. (FISV), a leading global provider of financial services technology solutions, today announced the addition of new advisor portfolio management and trading technology to its Unified Wealth Platform, the company’s single platform for portfolio management, trading, accounting and reporting for managed accounts.

/Portfolio management

Linedata upgrades fund accounting software

Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, today announced the latest version of fund accounting software Linedata Mfact, focusing on streamlining and automating key processes and enhancing exception management capabilities.

/Portfolio management

BKFS introduces loan analytics suite

The Data & Analytics division of Black Knight Financial Services (BKFS) today introduced the Lien Analytics Suite at CBA Live, a Consumer Bankers Association event for retail bankers being held in Phoenix, Ariz.

/Portfolio management

Fenergo opens Singapore office

Fenergo, the leading provider of Regulatory Onboarding and Client Lifecycle Management solutions for investment, corporate and private banks, has officially launched its Singapore operations.

/Portfolio management

Ullink Iintroduces new drop copy and trade risk mitigation service

Ullink, a global provider of market leading electronic trading and connectivity solutions to the financial community, today announced the launch of a pioneering Drop Copy and Trade Risk Mitigation service that will provide buy-side and sell-side firms with a ready-to-use solution to reduce trading risk, improve client service and help meet regulatory requirements.

/Portfolio management

Baymarkets takes on SIX x-clear’s Clara clearing platform

SIX x-clear Ltd and Baymarkets are pleased to announce that they have entered into an agreement whereby the support, maintenance and continued development of the Clara clearing system has been taken on by Baymarkets.

/Portfolio management

Athena Systems opens Singapore office

Athena Systems, provider of the Aura and Spark Portfolio Management, Trading, Risk, Compliance and Reporting platforms for hedge-funds and family-offices, today announced that they are opening a new office in Singapore to better meet the needs of the Asia-Pacific hedge-fund and family-office community.

/Portfolio management

Bisam acquires FinAnalytica

Bisam, the leading provider of sophisticated digital solutions for performance, attribution, GIPS compliance and reporting, today announced that it has acquired FinAnalytica, a multi-asset class solution for market risk, portfolio construction and investment decision analytics for the buy-side.

/Portfolio management

SimCorp connects order manager to Bloomberg's EMSXNET

SimCorp and Bloomberg today announced that SimCorp’s Order Manager has joined the partnership network of Bloomberg EMSxNET, a FIX network that provides order routing to brokers connected to the Bloomberg Professional service. E

/Portfolio management

Caceis chosen by P101 in Italy

P101, a venture capital firm specialising in investments in digital and technology-driven companies, has appointed CACEIS in Italy as depositary and administrator for its Programma 101 SICAF S.p.A., the first third-party managed SICAF authorised by the Bank of Italy.

Spain's BME buys out Infobolsa partner Deutsche Bourse

/Portfolio management

Spain's BME buys out Infobolsa partner Deutsche Bourse

Spanish exchange operator Bolsas y Mercados Españoles (BME) has paid partner Deutsche Bourse EUR8.2 million in cash to take full ownership of financial information outfit Infobolsa.

/Portfolio management

Caceis migrates Credit Agricole Assurances portfolios to new accounting platform

CACEIS has completed the migration of all Crédit Agricole Assurances portfolios to its new central European accounting platform.

/Portfolio management

Genesis Investment Management implements SimCorp Coric

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, has announced that Genesis Investment Management (Genesis) has selected SimCorp’s end-to-end client communications and reporting suite, SimCorp Coric, to replace the firm’s incumbent client reporting automation solution.

/Portfolio management

SimCorp upgrades Dimension

SimCorp, a provider of investment management solutions and services for the global financial services industry, has released version 5.9 of SimCorp Dimension, the first of two annual releases.

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