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

Linedata Releases Next Generation Portfolio Management Solution

Subscribe to our newsletter

Linedata has introduced its next generation portfolio management solution, Linedata Accumen, a suite of web-based features powered by the company’s asset management platform, and built to work alongside the company’s Longview trade order management system to help asset managers serve clients quickly and continuously. The solution includes interactive dashboards and summaries enabling investment teams to continuously monitor portfolios with a holistic view across entire books of business and investment activity, while receiving automatic notifications when action is needed.

“Leveraging personalisation and automation is the next generation of portfolio management that saves both time and effort for investment teams,” says Timothée Raymond, global head of innovation and technology at Linedata. “We know asset managers are under constant pressure to meet sales objectives, which is why we developed Accumen to provide then with a bird’s-eye view of every portfolio to pinpoint where attention is necessary, and deliver real-time alerts with meaningful insights into both overall and individual accounts.”

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: How to optimise SaaS data management solutions in the cloud

Date: 16 January 2024 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Software-as-a-Service (SaaS) data management solutions go hand-in-hand with cloud technology, delivering not only SaaS benefits of agility, a reduced on-premise footprint and access to third-party expertise, but also the fast data delivery, productivity and efficiency gains provided by the...

BLOG

Moody’s and Google Cloud Partner to Build Large Language Models and Generative AI Apps

Moody’s Corporation and Google Cloud have made a strategic partnership to explore a combination of Moody’s expertise in financial analysis and Google Cloud’s generative AI (gen AI) technologies to help Moody’s customers and employees use large language models (LLMs) to gain financial insights and summarise financial data faster. This is Moody’s second key partnership on...

EVENT

Data Management Summit New York City

Now in its 14th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

Impact of Derivatives on Reference Data Management

They may be complex and burdened with a bad reputation at the moment, but derivatives are here to stay. Although Bank for International Settlements figures indicate that derivatives trading is down for the first time in 10 years, the asset class has been strongly defended by the banking and brokerage community over the last few...