Investment Advisers Inc. (IAI) has gone live with Thomson Financial Systems Inc.'s Portia portfolio management and accounting system to support 10 fixed-income staff. IAI--which selected the DOS-based version of Portia last July (IMT, Aug. 6, 1993)--installed the Thomson system last week. The firm plans to further roll the system out within the next 45 days, eventually deploying it to a total of 20 fixed-income and equity portfolio managers and analysts.
Based in Minneapolis, IAI is an invest
James and Anthony talk about the looming Sibos event in Toronto and take a look at some recent M&A activity and blockchain developments in the capital markets.Subscribe to Weekly Wrap emails