Aperio Group Deploys Linedata’s OMS

California-based investment management firm has implemented Linedata’s trading solution to manage trade flows across separately management accounts.

US markets and currency

Aperio, a $16 billion investment management firm specializing in active tax management and socially responsible strategies, replaced its internal systems with Linedata’s order management system (OMS) to manage pre-trade compliance, trading, post-trade processes and reporting.

Patrick Geddes, CEO and chief tax economist of Aperio, said in a statement that he expects that Linedata's OMS will provide flexibility and scalability to meet the needs of the firm's clients.

"Our partnership with Linedata gives us enhanced order management tools, integration with partners, and workflows that will reduce risk and add efficiencies benefiting both Aperio and our clients," he said.

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