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Linedata revamps portfolio management tech

Source: Linedata

Linedata (Euronext Paris: LIN), a global provider of asset management and credit technology data and services, today announced its next generation of portfolio management, Linedata Accumen, a suite of new web-based features powered by Linedata’s Asset Management Platform (AMP) and built to work seamlessly alongside Linedata Longview Trade Order Management System (OMS), to ensure that asset managers serve their clients quickly and continuously.

With Linedata Accumen, asset managers can now quickly monitor, organize and manage their growing portfolio from any location or device.

As asset managers are under increased pressure to grow their book of business, they often struggle with the challenges that come with managing a larger number of portfolios, such as inefficient individual reviews and manual processes. Accumen provides interactive dashboards and summaries enable investment teams to continuously monitor their portfolios with a holistic view across their entire book of business and investment activity, while receiving automatic notifications when action is needed.

Linedata Accumen allows for seamless remote access to portfolios and core functions like rebalancing, pre-trade compliance and trade approval, so investment decisions can be made both on the move or in the office.

“Leveraging personalization and automation, this is the next generation of portfolio management that saves both time and effort for investment teams,” said Timothée Raymond, Global Head of Innovation and Technology at Linedata. “We know asset managers are under constant pressure to meet sales objectives, which is why we developed Accumen to provide asset managers with a bird’s-eye view of every portfolio to pinpoint where attention is necessary, delivering real-time alerts with meaningful insights of both overall and individual accounts.” 

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