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 Briefs
Fiserv Automates Horizon Investments’ Portfolio Management
Date: 25 September 2019 Time: 10:00am ET / 3:00pm London / 4:00pm CET. Whether you work on the buy-side or sell-side, the customer is always king. This requires investment banks, asset managers and wealth managers to ensure they have a complete and accurate view of customer data. If you can achieve this, you can take...
Global funds distribution platform MFEX is expanding its partnership with data management provider NeoXam with the implementation of the latter’s DataHub solution, which will support the platform’s changing data needs as it grows its business. MFEX, a leading funds distributors platform in Europe and Asia, is focusing on growing its capabilities by securing partnerships with...
Now in its 8th year, the Data Management Summit (DMS) in London 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.
Welcome to the fifth edition of A-Team Group’s Entity Data Management Handbook, sponsored for the fourth year running by entity data specialist Bureau van Dijk, a Moody’s Analytics Company. The past year has seen a crackdown on corporate responsibility for financial crime – with financial firms facing draconian fines for non-compliance and the very real...