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

A-Team Insight Blogs

Thomson Hints At Reference Data Activities with Portia News

Subscribe to our newsletter

Thomson Financial, while owner of many valuable data properties, has not to date jumped into marketing its services in the reference data space. News from its Portia portfolio management and accounting system’s division, however, made mention of new modules and enhancements in the works that hint at increased activity in this space. Modules being planned include one devoted to corporate actions, and a Stored Holdings service that would capture and store both qualitative and analytic holdings data for portfolio positions and for reporting and other purposes. This service will offer a time series view of security master file elements. Perhaps a sign of things to come?

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Executing the Migration to Cloud to Enable Scalability and Innovation

Cloud-based services and processing have become essential to financial institutions as their data management demands have become more complex and expansive. Thousands of organisations have made the jump from their limited on-premises tech stacks to the near-infinite scalability opportunities of public and private clouds. They have also been motivated by the need to modernise their...

BLOG

Why AI in EDM Needs an Audit Trail Before It Needs an Algorithm

By Devendra Bhudia, Chief Product Officer – EDM at Gresham. The use of artificial intelligence in financial data operations is moving quickly from experimentation into production. Firms are increasingly looking to AI to identify anomalies, compare vendor feeds, prioritise exceptions and resolve operational breaks. Data operations teams are under pressure to manage greater volumes, more...

EVENT

ExchangeTech Summit London

A-Team Group, organisers of the TradingTech Summits, are pleased to announce that the second ExchangeTech Summit London will take place in May 2027. 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

Regulatory Data Handbook 2026 – Fourteenth Edition

Welcome to the fourteenth edition of A-Team Group’s Regulatory Data Handbook. Supervisors increasingly expect firms to demonstrate which rules apply, which data supports each obligation, who owns the control and how exceptions are identified and resolved. Policies and implementation programmes must now be supported by records that can withstand regulatory scrutiny. This edition examines material...