“Front-to-back office solution” is a term thrown around often by FinTech vendors, but ClearStructure Financial Technology says Sentry, its flagship portfolio management and loan trading platform, which the vendor has upgraded, is different. The Sentry platform features an investment book of record (IBOR), integrated data warehouse, an in-depth reporting feature and built-in functionalities that tackle… Read More >>
Charles River’s IBOR Gets Corporate Actions Feed
Financial software vendor Charles River has expanded its Investment Book of Record (IBOR) offering by integrating Interactive Data’s Corporate Actions Service into its Investment Management Solution (IMS), according to a company statement Charles River clients will now have intraday access to Interactive Data’s mandatory and voluntary corporate actions, dividends and capital events information, Charles River… Read More >>
How to Stretch an IBOR for Ops
When BMO Global Asset Management was splicing together two registered investment advisor businesses – the result of an acquisition – the firm had no idea that one day it would be stretching an investment book of record (IBOR) across its front, middle and back offices and advancing the firm’s accounting system, performance platform and settlement… Read More >>
IBOR Support Coming for CRD’s IMS as CME to Launch in Europe
Charles River Embraces IBOR; Gains Client in Luxembourg Charles River Development (CRD) is integrating support for investment book of record (IBOR) in version 9.2 of the its Investment Management Solution (IMS) flagship order management system, following completion of beta testing with global client partners, officials say. The company describes its IBOR support as a… Read More >>
Omgeo Aims for a Global SSI Utility as DTCC Builds Client Data Service with A-List Firms
Omgeo & DTCC Ready ‘Global Utility’ for SSIs Post-trade solutions provider Omgeo and the DTCC are combining forces to build a repository that would effectively serve as a global utility for standing settlement instructions, intended to lower operational costs and bolster efficiency, say Omgeo and DTCC officials.SSI data such as account number, currency code, security… Read More >>
