Portfolio management
Signia Wealth Takes Advent Asset Management Platform
UK-based wealth manager implements Advent Software's platform to support growth.
American Century Expands Presence, AUM with SimCorp Dimension
American Century aims to expand the system’s capabilities so it can be used for performance measurement and client reporting.
Canadian Western Trust Manages Assets with SunGard
Investment manager implements SunGard's Global Plus for institutional trust and custody business.
Momentum AM Live on Charles River IMS
Momentum has approximately $22 billion under management spread across a variety of mandates from risk-profiled unitized pooled portfolios to segregated specialist asset-class portfolios.
Triple Jump Selects eFront to Support Microfinance Funds
FrontInvest's investee portal will enable more than 160 microfinance institutions to report their financial figures to Triple Jump, which will use the dashboards within FrontInvest to consolidate its portfolio data.
Dion Grows out of Hartmann's Back Office
As Hartmann's business changed, it was particularly interested in Invantage's reporting capabilities.
Whitney Bank Taps SunGard for Trust Accounting
SunGard's AddVantage consolidates asset management operations.
Norwegian Government Fund Manager Live on CRIMS Version 9rades IMS
Folketrygdfondet hosted across all asset classes in front office through Charles River.
Financial Apps Highlight Imagine's New IFP
The software firm says the investment management platform, called IFP, will bring quick implementation times and apps covering portfolio management, margins, and reporting.
China Life Implements DST's HiPort
By implementing the asset-servicing platform, China Life was able to integrate the accounting and valuation processes between its custodian bank and finance practice.
KLP AM Selects Algorithmics for Risk Management
Asset manager will implement the Algo Risk Service across all its portfolios to create a more integrated risk management function linking its portfolio managers, risk managers and client advisors.
StatPro Debuts Portfolio Aggregation
New service aimed at pension funds of all sizes.
Black Diamond Preps Several New Rollouts
A year after being acquired by Advent, Black Diamond has significantly grown its assets, client base and staff.
NEO Investimentos Licenses Three FlexTrade Products
Brazilian buy-side firm implements FlexTRADER, FlexSpread and FlexOPT.
DIAM International Employs Upgraded Salerio Management System
Salerio's post-trade management system has further instrument coverage.
Algorithmics Unveils Pension Fund Risk Platform
The Monitoring and Reporting Edition of the Pension Fund solution has been designed to meets pension funds' need for education in the areas of risk management, measurement and governance.
Cymba Tweaks Athena IMS
London-based buy-side vendor adds open analytics module, broadens asset class coverage, and enhances charting and graphing functionality.
Ridgemont Chooses SunGard for Investment Accounting
SunGard's Investran will automate and manage Ridgemont's investment accounting, reporting and partnership structures.
CITICS Selects SunGard's Investment Accounting Solution
Chinese investment bank implements investment accounting solution from SunGard for cross-border portfolio valuations.
Butterfield Fulcrum Implements Advent's Portfolio Management Upgrade
Advent’s Geneva 8.5 provides real-time P&L and exposure reporting for the front, middle and back office.
Bankhaus Main Live on Temenos’ PMS
Frankfurt-based private bank rolls out Triple'A Plus portfolio management system in under 12 months.
MSCI Upgrades Risk Model for Australian Equities Markets
Barra AUE4 will be show enhanced sensitivity to currency risk, market shocks.
Isis Implements Linedata's Beauchamp for Portfolio Management Reporting
Beauchamp engine will provide analytics, on-demand access to clients for the Bermuda-based fund administrator.
BNY Mellon Adds MarginSphere for Collateral Management
The bank will integrate the messaging solution from AcadiaSoft into its platform for institutions' collateral management.