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The Compliance Management and Reporting System (CMRS) from Sapient Global Markets can now facilitate portfolio reconciliation.
I.A. Englander, the New York brokerage house, launched its prime services bureau in 2010. That's the PS in its new MA&PS offering. The MA is for managed accounts, which it officially added today to form what it hopes will be a panacea to investors in...
Over the next year, Citadel Technology will begin rolling out new risk and compliance solutions, and coupling portfolio construction with its order management capabilities.
The latest version of FinAnalytica’s Cognity Platform includes functionality for daily updates, the inclusion of liabilities and leverage from long and short positions in optimization calculations, expanded coverage of exotic foreign exchange (FX) options...
Kevin Hesselbirg will immediately head up McLean, Va.-based Primatics, which provides loan accounting and valuation software for portfolio managers.
Clariden Leu UK, a London-based wealth manager focusing on ultra high net-worth investors, has opted to implement a suite of asset management applications from San Francisco-based Advent Software, a provider of software and services to the global investment...
The post-trade solutions provider will connect its Central Trade Manager for domestic and cross-border exchange-traded derivatives (ETDs) with Enfusion's Integráta buy-side portfolio management solution.
Portfolio analytics and reporting vendor StatPro has announced the addition of bottom-up stock picking analytics to its Revolution platform.
Nomura Securities has selected the NRI Advisor platform from Nomura Research Institute (NRI), the unrelated Tokyo-based systems provider. NRI Advisor, a software-as-a-service (SaaS) wealth management solution for financial advisors, gives the Nomura Securities...
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We have truly entered the Age of Bring Your Own Device, or BYOD. And as with every new era fuelled by innovation, the new challenges are screaming for...
Complex, dated and unwieldy data infrastructure is not uncommon among even the most progressive companies in the world of finance. As financial regulations...