Smith Graham & Co. is putting the finishing touches on its rollout of Thomson Financial Services Inc.'s Portia portfolio management and accounting system. The Houston-based investment manager finalized its selection of Portia in late February to support some $1.9 billion in assets under management. Smith Graham chose the Microsoft Corp. Windows-based version of Portia to manage and account for a portfolio consisting primarily of domestic fixed-income securities.
Sometime during the first quar
While at Sibos Toronto, James shares some interviews covering topics on blockchain, fintechs and cybersecurity.Subscribe to Weekly Wrap emails