Linedata enhances wealth management tools to anticipate industry challenges

Latest release of Linedata Longview offers reinforced portfolio management for wealth managers

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PARIS, BOSTON, HONG KONG, LONDON, NEW YORK, January 20, 2016: Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, announced today the latest version of Linedata Longview for Wealth Managers, which offers a configurable and flexible portfolio management platform. This release provides substantial enhancements to streamline the portfolio management workflows for wealth managers seeking to drive operational efficiencies.

The wealth management landscape continues to evolve with new regulations, changing client demographics and tightened competition. Flexible and scalable technology remains a key element in allowing wealth managers to differentiate and stay competitive by enabling them to meet changing client demands. As wealth managers prepare for continued industry growth, they require a global platform that will manage large volumes of accounts. Looking to the future, wealth management firms will continue to focus on enhancing investment returns, controlling risk and reducing costs.

Linedata Longview for Wealth Managers now offers more sophisticated modelling capabilities allowing wealth managers to quickly implement the multi-asset strategies and investment decisions of their clients. Flexible order generation tools allow those multi-asset investment decisions to be realized in a single view. Linedata Longview for Wealth Managers is designed for ease of use in one integrated platform by offering a single, consolidated view through a configurable and flexible portfolio management dashboard. Linedata Longview for Wealth Managers delivers a sophisticated, scalable and extendible portfolio management platform to meet the requirements of today’s wealth managers.

“Wealth managers are facing pressures from regulation, rising costs and a competitive landscape. In order to continue to deliver the best service to their clients, they require a platform that is scalable and flexible to implement the countless investment decisions across all of those accounts,” states Bob Proctor, Senior Vice President of Global Front Office Asset Management Product Strategy for Linedata. “At Linedata, we continue to work closely with our more than 45 global wealth management clients to fully understand their specific needs and provide the solutions they require. Having this partnership approach with our clients helps them overcome the challenges they face and keeps them poised for growth.”



Linedata is a global solutions provider dedicated to the investment management and credit community, with close to 1000 employees in 16 offices across the globe. Linedata has been at the service of the financial industry from day one, and applies its market and client insight to provide innovative and flexible mission-critical software and services that help its clients grow in over 50 countries. As a pioneer for over 15 years with the set-up of SaaS infrastructure for the financial industry, Linedata remains committed to this model throughout the global financial community and for its full range of products. Headquartered in France, Linedata achieved revenues of EUR 158.0 million in 2014. This company is listed on Euronext Paris compartment B FR0004156297-LIN – Reuters LDSV.LN – Bloomberg LIN:FP.

 For more information, please contact:

Karen Hays
Global Product Marketing Manager
Front and Middle Office Asset Management
Tel: +1 617 912 4766