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 Blogs
You can listen to the recording of this webinar by registering on this page. The January 1, 2022 compliance deadline for Fundamental Review of the Trading Book (FRTB) regulation may be three years out, but if your organisation is within scope of the rules, the time to address their data management challenges is now. Will...
Paris-based Linedata, a provider of credit and asset management technology, has teamed up with FINRA member and quantitative analytics firm Trade Informatics (TI) to launch a new suite of execution analytics using TI’s Strategic & Tactical Analytic Research & Trading (START). Linedata’s order management solution (OMS), powered by START, a broker-neutral, intelligent trading engine, will...
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 fourth edition of A-Team Group’s Entity Data Management Handbook sponsored by entity data specialist Bureau van Dijk, a Moody’s Analytics company. As entity data takes a central role in business strategies dedicated to making the customer experience markedly better, this handbook delves into the detail of everything you need to do to...