Linedata, the global solutions provider dedicated to the investment management and credit industries, is reinforcing its Linedata Longview for Wealth Managers platform, as demonstrated by the introduction of enhanced portfolio management tools.
The number of wealth management investors continues to grow as does the complexity of this market. Client demands, customer innovation, internal mandates and external compliance requirements for stronger audit trails and corresponding controls throughout the process are all conspiring to change the wealth management landscape.
Linedata has responded with the capabilities to support model management, comprehensive compliance including Regulation 9 reporting and a web-based portfolio management dashboard that allows firms to create customized views for their portfolio managers and advisors.
Linedata Longview for Wealth Managers provides the most sophisticated tools necessary to meet today’s wealth management requirements. Designed for ease of use, it offers a single, consolidated view through a configurable and flexible portfolio management dashboard.
Linedata Longview for Wealth Managers leverages all of the Front Office Asset Management capabilities of Linedata by providing comprehensive instrument coverage, exception-based reporting and pre- and post-trade compliance.
Scaled to manage hundreds of thousands of portfolios, Linedata Longview for Wealth Managers provides web services integration with other best of breed applications.
Gavin Little-Gill, global head of Front Office Asset Management at Linedata, said: "With over 45 wealth management clients, including eight of the top 40 in North America, Linedata fully understands the needs of wealth managers. As wealth managers look at their current and future business requirements, it is apparent that front office platforms offering integrated portfolio management, order management, compliance and reporting are vital technology tools for driving their success. By offering this segment of the market a fully integrated platform with strong visualization capabilities associated with recognized portfolio management, order management and pre-trade compliance tools, automated rebalancing and multi-asset class capabilities, Linedata is poised to deliver the tools and solutions they not only need, but that they deserve."
Linedata Longview for Wealth Managers delivers a sophisticated, web-based, scalable and extendible portfolio management platform for wealth managers.
Powered by Linedata Longview and Linedata Compliance, Linedata Longview for Wealth Managers provides intelligent and mission critical information that allows remote decision making for clients. Its real-time portfolio management overview provides a clear and actionable snapshot of key portfolios allowing portfolio managers to make timely investment decisions.