The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Heptagon Capital Goes Live with Thomson Reuters Pricing and Reference Data via Advent

Advent Software, a leading provider of software and services for the global investment management industry, and Thomson Reuters today announced that Heptagon Capital, a specialized investment management firm, can access pricing and reference data from Thomson Reuters via Advent’s new market data interface. This critical and timely information will enable Heptagon Capital to enhance its portfolio management, administration and valuation functions, and boost its client reporting capabilities.

Advent Portfolio Exchange (APX) provides clients in Europe, the Middle East, Africa and Asia direct and seamless access to DataScope Select, Thomson Reuters strategic data delivery platform for non-streaming content. This includes in-depth and cross-asset class pricing and reference data, such as transparent evaluated prices.

“Directly delivering Thomson Reuters data using APX ensures we have accurate pricing and reference data for our client reporting and fund valuations,” said Robert Rosenberg, chief operating officer at London-based Heptagon Capital. “Integrating the data we need into our existing workflows means not having to spend time switching between applications and downloading external data. The solution helps us run our operations even more smoothly and ensure our client reporting and fund operations are of the highest standard.”

“Investment management firms today want direct, instant access to high quality global pricing and reference data that drives investment decisions. By delivering this through industry leading portfolio analytics and client reporting solutions, we make it even easier for financial firms to deliver value to their clients,” added Gerry Buggy, global head of enterprise content at Thomson Reuters.

“Our partnership with Thomson Reuters has enabled us to build on the core capabilities of our investment management solution,” said Martin Engdal, director of product marketing, Advent Software EMEA. “The integration we have built between APX and Thomson Reuters DataScope Select will enable Advent clients in EMEA to manage their data requirements in a more timely and flexible way than ever before.”

London-based Heptagon Capital offers investment management and advisory expertise across multiple asset classes to the high-net-worth and institutional investors, and implemented Advent’s investment management solution in 2010.

Related content

WEBINAR

Recorded Webinar: A new way of collaborating with data

Digital transformation in the financial services sector has raised many questions around data, including the cost and volume of reference data required by each financial institution. Firms want to pick and choose the reference data they need to fulfil their requirements. Emerging solutions with the potential to decrease the cost of data and increase flexibility...

BLOG

Ikano Bank Places TruNarrative Platform at Centre of Fraud Prevention Strategy

Swedish bank Ikano Bank will deploy fraud prevention technology from UK-based TruNarrative, as part of a wider digital transformation programme. The implementation will involve integration of the TruNarrative client onboarding and fraud detection platform with Ikano’s new technology architecture to facilitate the bank’s Europe-wide fraud prevention strategy. The TruNarrative platform is accessed via a single...

EVENT

RegTech Summit Virtual

The RegTech Summit Virtual is a global online event that brings together an exceptional guest speaker line up of RegTech practitioners, regulators, start-ups and solution providers to collaborate and discuss innovative and effective approaches for building a better regulatory environment.

GUIDE

Entity Data Management Handbook – Seventh Edition

Sourcing entity data and ensuring efficient and effective entity data management is a challenge for many financial institutions as volumes of data rise, more regulations require entity data in reporting, and the fight again financial crime is escalated by bad actors using increasingly sophisticated techniques to attack processes and systems. That said, based on best...