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

Paladyne Releases Latest Version of its Reference Data Management Suite

Subscribe to our newsletter

Paladyne Systems, a provider of next generation investment management solutions, today announced the release of Paladyne Security Master 7.0 and Paladyne Price Master 7.0, the major components of Paladyne’s reference data management suite. This release introduces many new product features and extends many areas of existing functionality.

Today, Paladyne’s reference data management products are used by over 90 clients worldwide, including many of the world’s largest banks, hedge funds, and asset management firms.

Major new features in Paladyne’s reference data management suite include:

  • Custom interface designer – users may customise the user interface to support client specific data and workflow requirements.
  • Investment type designer – users may dynamically create new security type definitions including custom fields and schedules, corporate actions, issuer relationships, etc.
  • Validation manager – users may create client specific validation rules for saving and posting securities to support custom workflows.
  • Field level record locking – users may lock data fields from updates and manage how updates are distributed.
  • Web-based dashboards and custom reporting tools for data monitoring and firm-wide reference data management.
  • Enhanced daily tasks manager – users may monitor and process all corporate actions and portfolio events (swap resets, expirations, payments, etc) from a centralised dashboard.
  • Curve manager – users may create and manage curves (credit, yield, forward, etc), to support security valuation and risk requirements.
  • Security group manager – rules-based engine for defining and dynamically maintaining security classifications and custom groupings for trading, risk, research and compliance needs.
  • Certified product adapters to latest releases of Paladyne Portfolio Master, Advent’s Geneva and Axys, SunGard’s VPM and Front Arena, Charles River Development IMS, Eze OMS, etc.

Quintillion, an independent fund administration company based in Dublin, Ireland, was among the first client to upgrade to the latest version of Paladyne’s reference data management suite. “The recent enhancements of Paladyne’s reference data management suite has allowed us to considerably improve the efficiency and effectiveness of our pricing and data management process, eliminate manual intervention, and reach daily deadlines much earlier than was previously possible,” said Joan Kehoe, CEO. “We have been very impressed by this major release and the speed at which we were able to implement it.”

“It is very satisfying to know that the Paladyne reference data management suite has become the accepted standard throughout the financial services industry,” said Sameer Shalaby, CEO of Paladyne Systems. “This latest version builds on our suite’s already comprehensive functionality and focuses on ensuring that the entire data management process is as automated and efficient as possible.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Navigating a Complex World: Best Data Practices in Sanctions Screening

As rising geopolitical uncertainty prompts an intensification in the complexity and volume of global economic and financial sanctions, banks and financial institutions are faced with a daunting set of new compliance challenges. The risk of inadvertently engaging with sanctioned securities has never been higher and the penalties for doing so are harsh. Traditional sanctions screening...

BLOG

Theta Lake Touts First-of-its-Kind ISO Certification for AI Comms Data Trust

Data security specialist Theta Lake has been awarded trust certification for its artificial intelligence-powered compliance communications services. The designation was conferred as the company prepares to release a report that shows IT teams in financial services and other industries are facing challenges with their AI governance and security. Santa Barbara, California-based Theta Lake achieved ISO...

EVENT

ExchangeTech Summit London

A-Team Group, organisers of the TradingTech Summits, are pleased to announce the inaugural ExchangeTech Summit London on May 14th 2026. This dedicated forum brings together operators of exchanges, alternative execution venues and digital asset platforms with the ecosystem of vendors driving the future of matching engines, surveillance and market access.

GUIDE

Hosted/Managed Services

The on-site data management model is broken. Resources have been squeezed to breaking point. The industry needs a new operating model if it is truly to do more with less. Can hosted/managed services provide the answer? Can the marketplace really create and maintain a utility-based approach to reference data management? And if so, how can...