Stein Roe & Farnham Inc. is evaluating portfolio management systems to service 50 portfolio management positions in its Capital Management Group. The system, which will run on an IBM RS/6000 server currently being implemented at the firm, will also be accessed by 70 staffers in Stein Roe's mutual fund and investment advisor divisions.
The firm plans to begin piloting a new system by the end of February. Included in the evaluations are Data Exchange Inc.'s DX/V, SunGard Financial Systems Inc.'
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