Portfolio management

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/Portfolio management

Moroccan CSD signs with LSE UnaVista

Maroclear, the Moroccan Central Securities Depository (CSD), has selected the London Stock Exchange (LSE) Group’s UnaVista solution to provide it with the trade repository technology it needs to establish Casablanca as a financial hub for Africa.

/Portfolio management

TIG Advisors goes live with Eze Software investment suite

Eze Software Group, a premier provider of global investment technology, has brought TIG Advisors, an investment management firm with approximately $3 billion in assets under management, live on its investment suite.

/Portfolio management

Bank of the West implements OpenLink Findur

OpenLink, the global leader in trading and risk management solutions to the financial services, corporate, energy, and commodities industries, today announced that Bank of the West has implemented OpenLink’s Findur solution for its Capital Markets and Treasury operations.

/Portfolio management

Deutsche AWM goes live with Eagle data management tech

Eagle Investment Systems LLC, a leading provider of financial services technology and a subsidiary of BNY Mellon, today announced that Deutsche Asset & Wealth Management (“Deutsche AWM”) has gone live with Eagle’s data management solution to support its global operations.

/Portfolio management

ITG launches dark list algorithm

ITG (NYSE:ITG), a leading execution broker and research provider, today announced the launch of the ITG Dark List Algorithm, a next-generation algorithm which brings ITG’s unique dark trading capacity to portfolio traders.

/Portfolio management

Interactive Brokers acquires Covestor

Covestor, an online investing marketplace, and Interactive Brokers Group, Inc. (NASDAQ GS: IBKR), the largest US electronic broker by daily average revenue trades, announced that they have entered into a definitive agreement under which Interactive Brokers will acquire Covestor.

/Portfolio management

Calypso launches centre of excellence for integration and consolidation

Calypso Technology, Inc., the leader in financial markets software solutions, is launching a new Center of Excellence for Integration and Consolidation in response to growing demand from potential and existing clients to consolidate their technology footprint.

/Portfolio management

Addepar upgrades wealth management platform

Addepar, the investment management technology company for the modern investor, announced a major update to its platform to power the $120 trillion investment management industry.

HTML5 specialist OpenFin raises $3m

/Portfolio management

HTML5 specialist OpenFin raises $3m

OpenFin, a provider of HTML5 runtime technology for the financial industry, has raised $3 million in a funding round joined by high-profile individuals including Cris Conde and Tom Glocer.

/Portfolio management

BOM Capital selects SunGard's Investran private equity package

Brabant Development Agency Capital (BOM Capital), an investment management company focused on strengthening the regional economic structure in the Province of Noord-Brabant, The Netherlands – one of the most innovative regions in the European Union – has chosen Investran, SunGard’s integrated private equity solution, to help enhance data and investment transparency across front- and back-office stakeholders and processes.

/Portfolio management

Global Market Solutions joins Misys InFusion partner programme

Misys, the leading financial software company, has signed an agreement with Global Market Solutions (GMS) to become a member of the Partner Programme.

/Portfolio management

Argent Financial selects FIS for trust operations outsourcing

Combining innovative technology with secure BPO servicing, FIS™ (FIS), a global leader in banking and payments technology as well as consulting and outsourcing solutions, continues to reinvent traditional trust operations.

/Portfolio management

Advent upgrades across product portfolio

Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced the global release of its first round of 2015 product updates, including enhancements for Geneva®, Advent Portfolio Exchange® (APX), Moxy®, Advent Rules Manager®, Tamale®, and Advent Revenue Center®.

/Portfolio management

BNY Mellon fined £126 million for FCA over Cass compliance failings

BNY Mellon (NYSE: BK) today issued the following statement regarding the findings of a U.K. Financial Conduct Authority ("FCA") investigation into compliance with relevant FCA Principles and U.K. Client Asset Sourcebook ("CASS") rules during the period from November 2007 to August 2013:

/Portfolio management

Trustee Executors Limited selects SS&C Pages reporting technology

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced Trustee Executors Limited (TEL), the largest provider of third party administration for financial services in New Zealand and leaders in the provision of Trustee, Custodial, Investment Accounting, Unit Pricing and Registry service, has selected SS&C’s reporting solution, Pages.

ITG launches analytics incubator

/Portfolio management

ITG launches analytics incubator

Execution broker ITG has opened up a digital community for the sharing of ideas and collaboration in trading and portfolio analytics.

/Portfolio management

Banque Pictet & Cie SA live on Calypso for collateral management

Calypso Technology, Inc., a leader in Capital Markets software solutions, announced today that Banque Pictet & Cie SA, headquartered in Geneva, has gone into production with the Calypso collateral management solution to consolidate all collateral activities across its many businesses on a single platform.

/Portfolio management

Nord/LB Asset Management deploys Profidata Xentis investment management system

NORD/LB Asset Management AG has managed to roll out the XENTIS software system in the space of just ten months.

/Portfolio management

SimCorp launches new IBOR knowledge centre

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced the launch of a new IBOR portal.

/Portfolio management

Fidessa selected by Fiera Capital for fixed income and derivatives

Fidessa group plc (LSE: FDSA) today announced that Fiera Capital Corporation (“Fiera Capital”) (FSZ.TO), a leading independent Canadian investment manager, has deployed Fidessa’s investment management system (IMS) across its fixed income operations. The managed service, which includes compliance, order management, portfolio management and connectivity, has enabled Fiera Capital to quickly scale its fixed income business and accelerate time to market in a cost-effective manner. Derivatives will follow later this year.

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