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: The Data Office at a Crossroads — AI Governance, Organisational Design, and the Evolving Mandate of the CDO

Who owns AI governance in a capital markets firm – and is the Data Office structured to bear that weight? These questions sit at the heart of A-Team Research’s latest findings, presented here for the first time: the combined results of two landmark surveys examining the role of the Data Office in AI governance and...

BLOG

The Data Year Ahead: AI Comes of Age, Private Markets Become Less Opaque

2026 is set to be the year in which the evolutionary changes hinted in the past 12 months become established within the data landscape, according to expert predictions. Artificial intelligence will mature into the game-changing innovation it has promised for years and private markets, whose growth in importance in the past few years has been...

EVENT

RegTech Summit New York

Now in its 10th year, the RegTech Summit in New York will bring together the RegTech ecosystem to explore how the North American capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

AI in Capital Markets Handbook 2026

AI adoption in capital markets has moved into a more disciplined phase. The priority is now controlled deployment: where AI can be used safely, where it can deliver measurable value, and how outputs can be governed, monitored and evidenced. The 2026 edition of the AI in Capital Markets Handbook examines how AI is being applied...