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.
A-Team Insight Blogs
Fiserv Automates Horizon Investments’ Portfolio Management
Upcoming Webinar: How to deliver a 360 view of your customers using next-generation managed data services
Date: 25 September 2019 Time: 10:00am ET / 3:00pm London / 4:00pm CET. Customer data is king, with organisations across the financial sector striving for a complete view of the data. If you can achieve this, you can take a data-driven approach to decision making whether in obtaining better behavioural insights, offering personalised products, handling...
Asset Control is gaining traction with the ACX cloud-based data delivery, storage and analytics platform it released late last year to manage increasing data volumes, reduce infrastructure costs, and provide business and technical users access to data exploration. On the sell-side, clients are using the platform for market risk applications including compliance with Fundamental Review...
Now in its 8th year, the Data Management Summit (DMS) in NYC explores the shift to the new world where data is redefining the operating model and firms are seeking to unlock value via data transformation projects for enterprise gain and competitive edge.
Need to know all the essentials about the regulations impacting trading infrastructure? Welcome to the first edition of our A-Team Trading Regulations Handbook which provides all the essentials about regulations impacting trading operations, data and technology. A-Team’s Trading Regulations Handbook is a great way to see at-a-glance: All the regulations that are impacting trading technology...