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

A-Team Insight Briefs

Fiserv Automates Horizon Investments’ Portfolio Management

Subscribe to our newsletter

Fiserv, a provider of financial services technology solutions, is supporting Horizon Investments, a provider of goals-based investment management, with its Unified Wealth Platform in order to automate portfolio management, trade and rebalance processes. The platform will allow Horizon to access tools for active portfolio management across multiple managed account programmes and security types, including stocks, bonds, exchange-traded funds and options. The use of Fiserv technology will aid Horizon Investments by providing automation and the ability to scale as the business grows. 

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

LemonEdge Seeks to Fill Tech Gap in Private Fund Accounting

As private markets and assets grow in importance to institutional investors, so are the challenges they face; not least of all their data processes. A report by Dynamo Software in February found that the biggest challenges faced by accounting professionals in private equity, venture and hedge funds were tech and data-related; manual data entry and...

EVENT

RepRisk Sustainability Breakfast Roundtable London

The London sustainability breakfast is part of the global roundtable thought leadership event series hosted by RepRisk in key markets, including, New York, Toronto, London, Frankfurt, Oslo, Copenhagen, Stockholm, Hong Kong and Singapore in 2026.

GUIDE

High Performance Technologies for Trading

The highly specialised realm of high frequency trading without doubt is a great driver for a range of high performance technologies that are becoming essential tools for Wall Street. More so than the now somewhat pedestrian algorithmic trading and analytics/pricing applications that are usually cited as the reason that HPC is hitting the financial markets,...