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

A-Team Insight Blogs

Thomson Hints At Reference Data Activities with Portia News

Subscribe to our newsletter

Thomson Financial, while owner of many valuable data properties, has not to date jumped into marketing its services in the reference data space. News from its Portia portfolio management and accounting system’s division, however, made mention of new modules and enhancements in the works that hint at increased activity in this space. Modules being planned include one devoted to corporate actions, and a Stored Holdings service that would capture and store both qualitative and analytic holdings data for portfolio positions and for reporting and other purposes. This service will offer a time series view of security master file elements. Perhaps a sign of things to come?

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: The ROI of Data Trust: Quantifying the Business Value of Data Observability

Data is the fuel that keeps modern financial institutions’ motors running but if that data can’t be trusted then the decisions made based upon it, or the uses to which its put, will be compromised. That’s especially important for data that’s fed into artificial intelligence models. If the data isn’t clean, accurate and complete, then...

BLOG

Daloopa Harnesses Cutting-Edge Tech to Turbocharge Venerable Software

Financial data and automation specialist Daloopa has incorporated the latest artificial intelligence technology into tech from last century to accelerate the search from alpha among equity investors. The US-based startup has built Daloopa Scout, an agent that bolts onto researchers’ Excel software and builds investment models from scratch. Further, the agent is designed to work...

EVENT

Alternative Data Conference, Spring NYC

Now in its 9th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

GUIDE

Regulatory Data Handbook 2026 – Fourteenth Edition

Welcome to the fourteenth edition of A-Team Group’s Regulatory Data Handbook. Supervisors increasingly expect firms to demonstrate which rules apply, which data supports each obligation, who owns the control and how exceptions are identified and resolved. Policies and implementation programmes must now be supported by records that can withstand regulatory scrutiny. This edition examines material...