Portfolio management

616 articles tagged with this keyword

/Portfolio management

Olivetree signs with Iress

IRESS today announced independent agency broker Olivetree Securities has selected IRESS as its Australian partner to provide order management services.

/Portfolio management

Confluence hires Katie Kiss as directior of performance analytics

Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, continues its expansion in Europe with a new addition to its London office: Katie Kiss takes the position of Director of Performance Analytics.

/Portfolio management

Emerald Advisers expands Indata iPM cloud usage

Indata, a leading industry provider of software and services for buy-side firms, today announced that Emerald Advisers, Inc., an Indata client since 2013, has fully transitioned Elessar Investment Management onto Indata’s iPM Cloud platform.

/Portfolio management

Calypso Technology selects Pedro Porfirio as senior VP, chief product officer

Calypso Technology, Inc., the standard for treasury and capital markets software, has appointed Pedro Porfirio as Senior Vice President, Chief Product Officer.

/Portfolio management

SimCorp Dimension 5.8 release introduces IBOR manager

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, has released SimCorp Dimension version 5.8, the second of its two annual software releases.

/Portfolio management

Financial Synergy provides CRM software for Australian super funds

Industry leading superannuation and investment software provider, Financial Synergy announces today its Acurity™ member online, reporting and compliance platform will enable the delivery of a larger scale and integrated customer relationship strategy for the merged Tasplan and Quadrant super funds.

/Portfolio management

EdgePoint goes live on Charles River IMS

Charles River, a front- and middle-office investment management solution provider, today announced that EdgePoint Investment Group Inc. (EdgePoint), a global asset manager based in Toronto, is live on the hosted Charles River Investment Management Solution (Charles River IMS).

/Portfolio management

TAS Group and NewSoft partner

TAS Group, a leading international provider of solutions for financial markets, and NewSOFT, a software development lab specializing in the financial sector and leader in Italy for OTC derivatives, entered a partnership to offer banks, financial intermediaries and trust companies joint solutions for the management of derivatives and securities.

/Portfolio management

Charles River IMS chosen by Krung Thai Asset Management

Charles River, a front- and middle-office investment management solution provider, today announced that Krung Thai Asset Management Public Company Limited (KTAM), a leading asset management firm based in Bangkok, has selected the Charles River Investment Management Solution (Charles River IMS) delivered as a managed application.

/Portfolio management

CBRE Clarion Securities live on Charles River investment management platform

Charles River, a front- and middle-office investment management solution provider, today announced that CBRE Clarion Securities, a registered investment advisory firm, is live on the Charles River Investment Management Solution (Charles River IMS) delivered as a hosted service.

/Portfolio management

BNP Paribas explores the blockchain; SocGen advertises bitcoin-related job

Further evidence has emerged that French investment banks are exploring the potential of blockchain technology in the capital markets.

/Portfolio management

Plato explores commercial partnership with Turquoise

Plato Partnership today announces that it is entering into a period of exclusive discussions with Turquoise around a commercial collaboration.

/Portfolio management

Charles Schwab extends Fiserv Unified Wealth contract

Fiserv (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that Charles Schwab & Co., Inc. has signed a three-year extension for the Unified Wealth Platform from Fiserv.

/Portfolio management

Nasdaq and Nyse propose mutual back-up plan

Two rival exchanges, the New York Stock Exchange (Nyse) and Nasdaq OMX, are planning to provide back-up to each other's closing auctions in order to prevent a repeat of the outage that hit Nyse earlier this month.

/Portfolio management

Virtus selects SunGard for new hedge fund admin service

Virtus Partners has launched a new hedge fund administration service focused on credit and fixed income managers.

/Portfolio management

Murex and Omgeo team up for post-trade offering

Murex, the leading provider of integrated trading, risk, collateral and processing solutions, announced today a strategic partnership with Omgeo, a wholly owned subsidiary of The Depository Trust & Clearing Corporation (DTCC) and the global standard for institutional post-trade efficiency.

/Portfolio management

Closir embarks on beta launch for 120 institutional investors

Today Closir Ltd., a London-based start-up that helps institutional investors worldwide to enhance communication and understanding of companies in emerging markets announced the beta release of its online platform.

/Portfolio management

MIK increases office space in New York

MIK Fund Solutions, a leading provider of decision support software solutions for alternative asset managers, today announced that it has moved its New York offices to a full floor at 155 East 56 St.

/Portfolio management

Startupbootcamp FinTech unveils startups for London programme

Startupbootcamp FinTech, the leading accelerator focused on financial innovation, has today announced the 10 international startups selected to join the London program.

/Portfolio management

Bravura bolsters front-end portal proposition for fund managers

Bravura Solutions Pty Limited (Bravura), a trusted supplier of wealth management, life insurance and transfer agency software applications today announced the general launch of its taWeb front-end solution.