Integration Key as Capital Advisors Group Takes Linedata for Fixed Income Compliance

Stephen Salemi, COO, Capital Advisors Group.

Capital Advisors provides liquidity solutions for over 100 separately-managed accounts, so handling bespoke compliance for each of these — as opposed to a single co-mingled fund — is a tricky proposition.

Salemi, who was the firm's head of trading in its early years, tells Buy-Side Technology that two priorities were at play: getting the rules right, and integrating the engine with its Princeton FS back-office platform, its Varden Technologies-provided eReportal platform, connectivity to custodi

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