Linedata has been mandated by Aperio Group, a research-based investment manager, to provide its range of investment management trading solutions.
Aperio is replacing its internal systems with Linedata’s hosted solution in order to manage increased client flows across accounts.
Linedata offers flexible configuration, asset-specific workflows, and an interface that can be tailored to particular middle-office roles. It is designed to help clients with pre-trade compliance, trading, post-trade processes, and reporting.
The solution also includes Linedata’s order management system (OMS), Linedata Longview, a single platform designed to reduce cost and operational risk, and to improve efficiency.
Patrick Geddes, CEO and chief tax economist at Aperio Group, said: “Linedata was the right fit for us because of its customisable, high-performance platform, which will provide Aperio with the flexibility and scalability to meet our clients’ growing needs.”
He added: “Our partnership with Linedata gives us enhanced order management tools, integration with partners, and workflows that will reduce risk and add efficiencies benefiting both Aperio and our clients.”
Arnaud Allmang, head of asset management for North America at Linedata, said: “Working with Aperio to deliver a robust, automated OMS solution that supports increased trade flows aligns with our operating model of an integrated platform of capabilities that is able to evolve with our clients’ business.”
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