About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Paladyne Releases Latest Version of its Reference Data Management Suite

Subscribe to our newsletter

Paladyne Systems, a provider of next generation investment management solutions, today announced the release of Paladyne Security Master 7.0 and Paladyne Price Master 7.0, the major components of Paladyne’s reference data management suite. This release introduces many new product features and extends many areas of existing functionality.

Today, Paladyne’s reference data management products are used by over 90 clients worldwide, including many of the world’s largest banks, hedge funds, and asset management firms.

Major new features in Paladyne’s reference data management suite include:

  • Custom interface designer – users may customise the user interface to support client specific data and workflow requirements.
  • Investment type designer – users may dynamically create new security type definitions including custom fields and schedules, corporate actions, issuer relationships, etc.
  • Validation manager – users may create client specific validation rules for saving and posting securities to support custom workflows.
  • Field level record locking – users may lock data fields from updates and manage how updates are distributed.
  • Web-based dashboards and custom reporting tools for data monitoring and firm-wide reference data management.
  • Enhanced daily tasks manager – users may monitor and process all corporate actions and portfolio events (swap resets, expirations, payments, etc) from a centralised dashboard.
  • Curve manager – users may create and manage curves (credit, yield, forward, etc), to support security valuation and risk requirements.
  • Security group manager – rules-based engine for defining and dynamically maintaining security classifications and custom groupings for trading, risk, research and compliance needs.
  • Certified product adapters to latest releases of Paladyne Portfolio Master, Advent’s Geneva and Axys, SunGard’s VPM and Front Arena, Charles River Development IMS, Eze OMS, etc.

Quintillion, an independent fund administration company based in Dublin, Ireland, was among the first client to upgrade to the latest version of Paladyne’s reference data management suite. “The recent enhancements of Paladyne’s reference data management suite has allowed us to considerably improve the efficiency and effectiveness of our pricing and data management process, eliminate manual intervention, and reach daily deadlines much earlier than was previously possible,” said Joan Kehoe, CEO. “We have been very impressed by this major release and the speed at which we were able to implement it.”

“It is very satisfying to know that the Paladyne reference data management suite has become the accepted standard throughout the financial services industry,” said Sameer Shalaby, CEO of Paladyne Systems. “This latest version builds on our suite’s already comprehensive functionality and focuses on ensuring that the entire data management process is as automated and efficient as possible.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Unpacking Stablecoin Challenges for Financial Institutions

The stablecoin market is experiencing unprecedented growth, driven by emerging regulatory clarity, technological maturity, and rising global demand for a faster, more secure financial infrastructure. But with opportunity comes complexity, and a host of challenges that financial institutions need to address before they can unlock the promise of a more streamlined financial transaction ecosystem. These...

BLOG

Arcesium Warns of Data Crunch as US Pension Funds Boost Private Market Bets

Blackstone’s launch of a business unit dedicated to the creation of products that give US pension funds access to private markets has raised the data challenge for many established investment managers. Blackstone is seeking to win pension trustees over to an investment space they had traditionally been wary of or have been restricted from entering...

EVENT

AI in Capital Markets Summit London

Now in its 3rd year, the AI in Capital Markets Summit returns with a focus on the practicalities of onboarding AI enterprise wide for business value creation. Whilst AI offers huge potential to revolutionise capital markets operations many are struggling to move beyond pilot phase to generate substantial value from AI.

GUIDE

Tackling the Data Management Challenges of FATCA

As the July 1, 2014 deadline for compliance with the Foreign Account Tax Compliance Act – or FATCA – approaches, financial institutions around the world are working to ensure their data management and operational systems will meet the requirements of the US legislation. This report discusses the requirements of FATCA and how the legislation is...