Latest Portfolio management News: Finextra Research

Investment research platform Bipsync raises $1.5 million

Bipsync, a research automation platform that maximizes the productivity and efficiency of investment professionals, today announces the availability of its Open Beta for individuals and early access to its Enterprise product for buyside investment teams.

18 November 2014

News/Portfolio management

TIM Group scores £2m strategic debt financing from Barclays

TIM Group, the fintech outfit behind a software platform used by stock brokers to submit trade ideas to clients, has secured £2 million in strategic debt funding from Barclays.

31 October 2014

Company update/Portfolio management

StatPro wins five-year deal with Prudential Investment Managers

StatPro Group plc (SOG.L), the AIM listed provider of portfolio analysis and asset pricing services for the global asset management industry, is pleased to announce that following the signing of a five year contract earlier this year with Prudential Investment Managers, one of South Africa's top ten largest investment managers, StatPro products are now being rolled out across a selection of funds.

27 October 2014

Company update/Portfolio management

CFH Systems appoints regional directors for Eastern European push

CFH Systems has appointed two regional directors to support its growth plans in Eastern Europe. Alexander Stanovoy, a former Director at Alpari (RU) joins the organisation as Regional Director of Russia, and Lukasz Paszkiewicz, former CEO at First International Traders Dom Maklerski joins as Regional Director in Poland.

02 October 2014

Company update/Portfolio management

SGSS launches outsourced wealth management platform in UK

Societe Generale Securities Services (SGSS) has launched a fully integrated Wealth and Investment Management outsourcing solution for the UK.

30 September 2014

Company update/Portfolio management

Indata selects lanware as preferred technology partner for UK

INDATA, a leading industry provider of software and services for buy-side firms including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic - the industry’s first investment management platform specifically designed for the era of big data – today announced that it has selected Lanware Limited as the company’s preferred technology partner within the UK market.

30 September 2014

Company update/Portfolio management

SimCorp names James Corrigan MD, North America

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced the appointment of James Corrigan as Managing Director of SimCorp’s North American operations.

03 September 2014

News/Portfolio management

Markit enters OMS arena with thinkFolio acquisition

Financial data outfit Markit is moving into the order management system (OMS) business with the acquisition of thinkFolio. Financial terms of the deal were not disclosed.

14 January 2014

News/Portfolio management

ConvergEx to sell Eze Castle Software and RealTick to TPG

ConvergEx is selling Eze Castle Software and RealTick to private equity firm TPG Capital. Financial terms of the all-cash deal were not disclosed.

23 January 2013

News/Portfolio management

Thomson Reuters offloads Portia to SS&C

Thomson Reuters has agreed to sell off Portia, its middle-to-back office investment operations platform, to SS&C Technologies for $170 million.

29 February 2012

News/Portfolio management

Broadridge targets buy-side with Paladyne acquisition

Broadridge Financial Solutions has acquired buy-side technology and services outfit Paladyne Systems for around $76.5 million.

08 September 2011

Finextra TV/Portfolio management

The DTCC talks about trends affecting the global fund processing industry.

Paul Lacher, relationship manager at the DTCC, talks with Finextra about the global trends affecting the fund processing industry.

07 July 2011

Finextra TV/Portfolio management

The future of fund management

Martin Boyd from SunGard on the future face of the fund management industry.

05 July 2011

News/Portfolio management

Yahoo! Finance launches iPad app

Yahoo! Finance has launched MarketDash, an iPad app that provides users with real-time market data, news and charts.

23 February 2011

News/Portfolio management

StatPro plans move to pure SaaS provider

Following positive feedback on its SaaS Revolution service, StatPro, a supplier of portfolio analytics software for fund manager, has outlined plans to pour money into a move to become a pure cloud player.

26 January 2011

News/Portfolio management

Misys agrees £375m Sophis acquisition

UK fintech vendor Misys has agreed to buy capital markets software provider Sophis from private equity firm Advent International in a deal worth around £375 million.

12 November 2010

News/Portfolio management

Fiserv moves into the front office with AdviceAmerica acquisition

Fiserv has moved to expand its investment services unit with the acquisition of AdviceAmerica. Financial terms of the deal were not disclosed.

07 June 2010

News/Portfolio management

Sophis up for sale - Reuters

Private equity firm Advent International has hired Credit Suisse to help sell Paris-based portfolio and risk management technology vendor Sophis, according to Reuters.

03 June 2010

News/Portfolio management

State Street to acquire Mourant fund admin business

State Street is expanding its global fund administration and alternative servicing capabilities with an agreement to acquire Jersey-based Mourant International Finance Administration (MIFA) in a cash transaction. Terms of the deal, which is expected to close in Q1 2010, were not disclosed.

01 December 2009

News/Portfolio management

Interactive Data to buy Online Financial Solutions assets from Dow Jones

Interactive Data has agreed to buy the assets of Online Financial Solutions (OFS) from Dow Jones.

24 November 2009