Linedata revamps its portfolio management technology


Linedata (Euronext Paris: LIN), a global provider of asset management and credit technology data and services, today announces its next generation of portfolio management, Linedata Accumen, a suite of new features based on the Web powered by Linedata’s Asset Management Platform (AMP) and designed to work seamlessly with Linedata Longview’s Trade Order Management System (OMS), to ensure 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 come under increased pressure to grow their business volume, they often face the challenges of managing more portfolios, such as inefficient individual reviews and manual processes. Accumen provides interactive dashboards and summaries allowing investment teams to continuously monitor their portfolios with a holistic view across their entire portfolio of activity and investment, while receiving automatic notifications when a action is needed.

Linedata Accumen enables seamless remote access to portfolios and basic functions such as rebalancing, pre-trade compliance and trade approval, so investment decisions can be made both on the go or at the desk.

“Leveraging personalization and automation, it’s the next generation of portfolio management that saves investment teams time and effort,” said Timothée Raymond, global head of innovation and technology at Linedata. “We know that asset managers are under constant pressure to meet sales targets, which is why we developed Accumen to provide asset managers with a bird’s-eye view of each portfolio to determine where attention is needed. necessary, providing real-time alerts with meaningful information on both global and individual accounts.

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