Fund/Asset ManagementRSS

Equity firm Martin Currie picks Vermilion for reporting

Vermilion Software

Vermilion Software, a UK-based supplier of client reporting and communications software, has been selected by active equity specialist Martin Currie. Edinburgh-based Martin Currie has chosen its client reporting suite and pitchbook facility as a means of “consolidating” its reporting and marketing materials. In addition to adopting Vermilion’s V4.0 reporting technology, Martin Currie has also purchased […]

Talanx and FinLeap create Elinvar for asset management digitalisation

Finleap logo new

German insurance firm Talanx and fintech developer FinLeap have founded a joint venture to provide a digital platform for independent asset managers and private banks. Under the name Elinvar, the start-up offers a white-label platform – so asset managers can offer their own brand and corporate design. The solution includes new client onboarding, automatic creation […]

JP Morgan Chase invests in InvestCloud for digital wealth management

JP Morgan

JP Morgan Chase and InvestCloud, a California-based fintech firm, are partnering to develop digital capabilities for individual investors at both the JP Morgan and Chase franchises. JP Morgan has also made an equity investment in InvestCloud, but hasn’t revealed the figures. This investment is just one part of JP Morgan’s three-year $300 million digital strategy […]

Russell Investments selects Qumram for digital record-keeping


Russell Investments, a US-based asset management firm, has chosen Qumram to provide compliant digital record-keeping. Qumram, a digital interaction audit solutions provider, says it mitigates risk at Russell Investments by recording and retaining all digital interactions on the firm’s corporate website in real-time, in accordance with global regulatory requirements. Qumram says that “increasingly, regulation is […]

Dai-ichi Life Vietnam Fund Management live with SS&C’s Portia


SS&C’s Portia platform now supports middle and back office operations at Dai-ichi Life Vietnam Fund Management. Portia is a long-standing investment management solution. It came SS&C’s way in 2012 via the acquisition of the Portia business from Thomson Reuters. SS&C paid $170 million for it. Dai-ichi Life was looking for “a proven investment management solution […]

Lemanik Asset Management opts for Linedata Compliance


Luxembourg-based Lemanik Asset Management has chosen Linedata’s compliance monitoring software – Linedata Compliance. To comply with the Undertakings for Collective Investment in Transferable Securities (UCITS) and Alternative Investment Fund Managers (AIFM) directives, which impose controls and “transparency discipline”, Lemanik decided to manage its report production by itself and chose Linedata to roll out the tech. […]

Profile Software’s IMSplus gains first client in Central America

Costa Rica

Costa Rica-based BAC San Jose Puesto de Bolsa has chosen Profile Software’s IMSplus platform to manage its investment and client portfolio operations. This is Profile Software’s first client in the Central American region. Following an international vendor evaluation, BAC will use IMSplus for MIS (management information system) and customisable reporting capabilities; and monitoring of portfolio […]

Philippines Land Bank goes live on Miles Software’s MoneyWare Custody


Land Bank of the Philippines (LBP) has gone live with Miles Software’s MoneyWare Custody solution. The government-owned bank was recently accredited by the Bangko Sentral ng Pilipinas (central bank) to offer third party security custody and registry services. The new deal is part of its growth plans. Josephine Cervero, senior vice-president and trust officer, LBP, […]

Vermilion secures asset manager in Australia for reporting

Vermilion Software

Vermilion Software, a UK-based supplier of client reporting and communications software, has been selected by one of the largest investment managers in Australia, Challenger. Challenger has chosen Vermilion Reporting Suite for its institutional client base. David Mackaway, general manager of operations at Challenger, says: “Vermilion’s multi-tenanted approach will enhance our ability to deliver reporting for […]

Marathon Asset Management selects Simcorp Coric for client reporting

Simcorp gains new client in France, Exane

UK-based Marathon Asset Management (Marathon) has chosen Simcorp’s Coric – an end-to-end client communications and reporting suite. Simcorp says Marathon decided to replace its “outdated” legacy reporting system with Coric after a “comprehensive” review. The implementation will also include Coric’s Web Reporter, a self-service online reporting portal. Marathon will deploy Coric as an on-premise solution, […]