SIA Exhibitors Prepare Fall Upgrades For Portfolio Management Systems


NEW YORK--Most of the portfolio management software companies that were exhibiting at the Securities Industry Association Information Management Conference had this simple message for attendees: "Wait until later in the year for new features in their products."

For example, Thomson Financial Services' Portia will be adding an EMU conversion module in version 5.0, which is slated to go into beta testing in early July. A production release of the system is due in September. Version 5.0 of Portia's

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The IMD Wrap: Will banks spend more on AI than on market data?

As spend on generative AI tools exceeds previous expectations, Max showcases one new tool harnessing AI to help risk and portfolio managers better understand data about their investments—while leaving them always in control of any resulting decisions.

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