Data technology provider Linedata has launched Linedata Accumen, a suite of new web-based features powered by Linedata’s Asset Management Platform (AMP) for portfolio management.
Built to work seamlessly alongside the Linedata longview trade order management system, Linedata Accumen ensures that asset managers can quickly monitor, organise and manage their growing portfolio from any location or device.
As asset managers are under increased pressure to grow their book of business, they often struggle with the challenges that come with managing a larger number of portfolios, such as inefficient individual reviews and manual processes, says Linedata.
To alleviate the pressure associated with this, Linedata Accumen provides interactive dashboards and summaries that enable investment teams to continuously monitor their portfolios.
Linedata Accumen gives clients a holistic view across their entire book of business and investment activity, while receiving automatic notifications when action is needed.
Linedata Accumen also allows for remote access to portfolios and core functions such as rebalancing, pre-trade compliance and trade approval, so investment decisions can be made in an office or remotely.
Timothée Raymond, global head of innovation and technology at Linedata, says: “We know asset managers are under constant pressure to meet sales objectives, which is why we developed Accumen to provide asset managers with a bird’s-eye view of every portfolio to pinpoint where attention is necessary, delivering real-time alerts with meaningful insights of both overall and individual accounts.”
