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Project Portfolio Management (PPM)

OTC FIN Introduces Updated Data Warehouse Solution

Published on May 17, 2011,
OTC Fin announced the release of PAT DW (Portfolio Analysis Tool Data Warehouse), Version 3, which merges Funds of Funds and multi-asset security level data whereby providing increased transparency of portfolio holdings via its look-thru capability. read more…

Advent Software Will Buy Black Diamond

Published on May 13, 2011,
Advent Software has signed a definitive agreement to purchase Black Diamond Performance Reporting LLC ("Black Diamond"), a provider of web-based, outsourced portfolio management and reporting platforms for independent advisors. read more…

Vestmark Releases VestmarkONE Unified Wealth Management Platform

Published on May 12, 2011,
With VestmarkONE, the entire breadth of the client relationship can be managed including discretionary and non-discretionary accounts, brokerage accounts, retirement accounts, trust accounts, and accounts held away. read more…

MathWorks Enhances Its Financial Toolbox for MATLAB

Published on May 03, 2011,
MathWorks announced a new portfolio optimization object in its Financial Toolbox forMATLAB, enabling portfolio managers and analysts to easily explore and construct portfolios. read more…

Schroder Japan Implements NRI T-Star/RX

Published on Apr 05, 2011,
Schroder Japan completes implementation of T-Star/RX, NRI’s investment advisory back-office system. read more…

DataArt Completes Advanced Risk Management System for IPM

Published on Mar 30, 2011,
DataArt, a custom software development firm that builds advanced solutions for select industries, has completed a sophisticated risk control system for IPM Informed Portfolio Management AB, a leading European hedge fund. read more…

FundBPO Selects StatPro’s Revolution

Published on Mar 29, 2011,
StatPro Group plc announces that Australian fund administrator FundBPO has signed a deal for Revolution, StatPro’s new cloud-based analytics suite. read more…

Marathon Asset Management Selects SimCorp Dimension

Published on Mar 25, 2011,
The UK based firm, which manages equities for a globally diverse client base of institutional investors, will use the system to support its portfolio accounting operations serving traditional and alternative funds. read more…
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