Pareto Partners goes live with Thomson portfolio solution

Investment management firm Pareto Partners has installed Thomson Financial's Portia product for portfolio management and analysis at its London and New York offices.

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Pareto Partners goes live with Thomson portfolio solution

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Portia went live on 1 March in London and was up and running in New York last November. The two sites are linked by a Citrix two-way connection and share one relational database, housed in London, with a back-up server in New York.

Pareto says it chose Portia because it needed a solution that would enable it to co-manage clients in London and New York and fully automate its complex client reporting tasks.

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