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Valverde Taps Broadridge for Investment Management System

August 20, 2024 by FTF News

Valverde Taps Broadridge for Investment Management System

Newcomer Valverde Investment Partners, a Singapore-based investment management firm specializing in ASEAN equities, will be using a portfolio/trade order management operations system from Broadridge Financial Solutions, officials say. The investment management solution is delivered on a software as a service (SaaS) basis and “provides a multi-asset platform with integrated order, portfolio, and risk management for… Read More >>

Filed Under: Securities Operations, Affirmation, Allocation & Confirmation, Back Office, Buy-Side, Hedge Fund Operations, Middle-Office, Operational Risk, Sell-Side, Governance Tagged With: automation, back office, data management, portfolio management system, Securities Operations, software-as-a-service (SaaS), Standards, trade order management

Renaissance Investment Management Moves to the Cloud

September 20, 2016 by Eugene Grygo

Renaissance Investment Management, a registered investment advisor with $4.4 billion in assets under management has successfully moved to the cloud in a bid to improve its business continuity and disaster recovery (BC/DR) capabilities, improve application rollouts, security and system performance. The firm’s move to the cloud represents a move from vendor Indata’s Intelligent Portfolio Management… Read More >>

Filed Under: Securities Operations, Buy-Side, Outsourcing, Risk Management, FinTech Trends, Back-Office Tagged With: business continuity, cloud computing, cloud technology, Disaster Recovery, INDATA, portfolio accounting, Renaissance Investment Management, trade order management

Boston Trust to Use SS&C’s Outsourcing Services

August 2, 2016 by Eugene Grygo

Outsourcing to Help Boston Trust Stay Competitive   Boston Trust & Investment Management Co. (Boston Trust) will be using SS&C Advent Outsourcing Services for software integration, hosting and data management in an effort to bolster its competitiveness and to improve customer service. The implementation will offer SS&C’s suite of portfolio management products in a software-as-a-service… Read More >>

Filed Under: Derivatives Operations, Securities Operations, Buy-Side, Industry News, General Interest, FinTech Trends, Back-Office, Regulation & Compliance, Derivatives, Regulatory Compliance, Industry News Tagged With: Boston Trust, compliance, data management, isda, ITRS Group, National Stock Exchange of India (NSE), portfolio accounting, software-as-a-service (SaaS), SS&C Advent Outsourcing Services, SS&C Technologies, trade order management

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