About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Aperio Chooses Linedata OMS

Subscribe to our newsletter

Investment management firm Aperio Group expects to implement Linedata’s Longview order management system (OMS) by the end of the first quarter of 2017, says Lisa Clossey, a project manager and business analyst at Aperio who worked on the firm’s choice of Linedata as an OMS provider.

Aperio plans to replace internal systems and use Linedata Longview to manage client trade flow across separately managed accounts, covering pre-trade compliance, trading, post-trade processes and reporting functions.

The firm has $15.62 billion billion in assets under management (as of the third quarter of 2016) and specializes in tax management, factor tilts and socially responsive strategies for high-net-worth investors. Aperio has over 3,000 separately managed accounts, according to Clossey.

“We have a lot of data and Linedata was able to handle that,” she says. “Everyone we talked to was complementary about Linedata’s support and had been with them a long time.

“We have our own proprietary optimization system,” Clossey adds. “We just wanted to feed in trades rather than needing a re-balancer.”

Aperio sought a new OMS to centralize its order processes, and also found a benefit in Longview’s flexibility in working with multiple execution management systems (EMSs).

“We will use Longview as our trading hub,” says Clossey. “It will handle the orders and allocations. It is important to us that our volume of data works at the tax lot [opening transaction record] level.”

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Best approaches for trade and transaction reporting

11 September 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes Compliance practitioners and technology leaders in capital markets face mounting pressure to ensure that reporting processes are efficient, accurate, and aligned with global standards. Market developments and jurisdictional nuances in regulatory frameworks like MiFID II, EMIR, SFTR and MAS create a...

BLOG

smartTrade Taps AWS Hybrid Cloud to Slash Deployment Times and Power AI-Driven Trading

smartTrade Technologies is fundamentally overhauling its deployment and innovation capabilities through a new hybrid cloud initiative with Amazon Web Services (AWS). The project, dubbed MetaCloud, empowers smartTrade to provision complete client trading environments in under 15 minutes according to the company – a dramatic acceleration aimed at boosting scalability and operational agility. At the core...

EVENT

Data Management Summit London

Now in its 16th year, the Data Management Summit (DMS) in London brings together the European capital markets enterprise data management community, to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...