SS&C Technologies has released version 19.1 of its Advent portfolio management solutions. The Advent products, acquired in 2015, include Advent Portfolio Exchange (APX), a portfolio accounting and reporting solution that includes a new API for portfolios and token-based authentication capabilities. APX regulatory reporting is also improved. Advent Genesis, a cloud-based rebalancing, portfolio construction and trade creation platform, includes gain/loss calculations on proposed orders allowing users to monitor tax impacts, additional views for model comparisons and exposure analysis, and ability to allocate cash based on model targets. Advent Lumis, a data governance tool for Geneva, features new Rule Builder functionality.
A-Team Insight Briefs
Alternative data is emerging as a key component of buy-side firms’ efforts to seek out new investment opportunities, for many filling the gap left by the unbundling of sell-side research from execution. By tapping into unique, non-traditional data sets, hedge funds and quantitative fund managers hope to exploit unfound opportunities before they hit the mainstream....
genesis, a provider of trading technology products based on microservices, is gaining market traction with the implementation of three solutions at LCH following a recent deal with Linear Investments to develop a cash and margin management system. LCH has worked with genesis to design, build and implement the solutions, which will streamline and automate clearing...
Now in its 3rd year, the RegTech Summit in NYC explores how the North American financial services industry can leverage technology to drive innovation, cut costs and support regulatory change.
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...