Advent signs Zan Partners to Geneva platform

ZAN Partners will implement Advent Software's Geneva portfolio management and reconciliation platform. ZAN Partners is a boutique investment management company catering to high net-worth individuals, families, and trusts. To support its ongoing development, ZAN Partners wanted an institutional-strength platform that would enable and support its growth and scalability. Increasing operational efficiency and improving internal and client reporting were also areas that were important to ZAN

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A rough race begins: Industry faces uphill transition to T+1 settlement

With T+1 compliance set to begin next May, firms will likely be burdened by reduced IT budgets, existing legacy systems and manual processes over the next 15 months. So, while faster settlement will help innovate the middle and back office, some argue industry needs a longer timeline.

Build versus buy: How to evaluate your software

For as long as the investment management industry has used software, there has been a debate about whether asset managers should build or buy their tools. Jonas Svallin, global head of quantitative research and product development at FactSet, argues that…

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