GoldenSource is offering A.I.-enhanced documentation and search capabilities, advanced visual data validation, and a single, centralized view of investment data at the fund level in the latest version of its cloud-based data management solutions platform, officials say. With the launch of Version 10, GoldenSource aims to provide deeper data analytics capabilities will help clients drive… Read More >>
Jackson National Asset Management Embraces Hosted Repository
Jackson National Asset Management (JNAM) has successfully migrated to a hosted data management platform from vendor GoldenSource that JNAM hopes will help it meet a rising tide of regulatory requirements such as the looming Form N-PORT and N-CEN filings with the SEC. Officials at JNAM, a wholly owned subsidiary of Jackson National Life Insurance Co.,… Read More >>
GoldenSource Attempts to Ease Asset Managers’ Data Problems
For its latest offering, GoldenSource is targeting the regulatory reporting and related data woes that are likely to get worse for buy-side firms that have to also source and cleanse financial instrument information and conditions, says Prashant Kumar, senior vice president for the data management vendor. The new GoldenSource Nexus offering is described as “a… Read More >>
GoldenSource & McObject Focus on Faster Regulatory Requirements
GoldenSource, an enterprise data management (EDM) vendor, and McObject, maker of an ultra-low latency database system, are partnering to offer a regulatory technology platform that will support the high-speed demands of regulatory compliance. The collaboration has led to the integration of McObject’s low-latency eXtremeDB and GoldenSource’s Market Data Solution, officials say. McObject’s software and services… Read More >>
Linedata Admin Edge to Get New Links to Morningstar’s BondPro
Linedata Extends Morningstar Agreement Investment management systems vendor Linedata is expanding its fixed income and credit derivatives coverage for its fund services clients via an extension of its partnership with Morningstar, officials say. “The partnership will provide expanded analytics to meet the requirements of alternative funds and [separately managed accounts] and enhances Linedata Admin Edge’s… Read More >>
Vendors Prepare Solutions to Help with FRTB Capital Requirements
Capital requirements for many financial services firms will be changing because of the forthcoming fundamental review of trading book (FRTB) process, courtesy of the Basel Committee on Banking Supervision (BCBS). The capital regulations via the FRTB will serve as the next big step in compliance after the recently delayed push for the Markets in Financial… Read More >>
Vestmark Launches Robo Advice Platform
Vestmark Targets Brokers, RIAs, Asset Managers & Banks Wealth management technology vendor Vestmark is launching a hybrid “robo service” that blends human and automated advice delivery via robo-advice platform. The VestmarkONE Robo Solution has been designed to help advisors who need digital support via a turnkey offering. The vendor is targeting broker/dealers, registered investment advisors… Read More >>
Q&A: Did Your Firm Miss a FATCA Deadline?
(Editor’s Note: The controversial Foreign Account Tax Compliance Act (FATCA), which extends the reach of the Internal Revenue Service (IRS) overseas so that it can collect tax revenues from U.S. citizens abroad, has caused major operational, IT management, and reporting woes for financial services firms around the globe. While Republican and Democrat groups have been… Read More >>
ASX Rips Up Its Back Office
With major productivity benefits in mind, the Australian Securities Exchange (ASX) has overhauled its back-office operations and moved from highly manual, batch-oriented processes toward straight through processing and automated workflows for customer, securities reference and corporate actions data. ASX officials are anticipating productivity improvements as high as 80% for corporate actions processing; faster speed to… Read More >>
GoldenSource Hires Indy Vet for UK/Ireland Post
GoldenSource, a provider of enterprise data management (EDM) solutions for the securities and investment industry, has named Stephen Hulse to be its senior sales manager for the United Kingdom and Ireland. Hulse will be based in London and will report to Massimo Broggi, vice president, EMEA sales and client operations, playing what a company statement… Read More >>
