Wealth Management

The number of wealth management investors continues to grow as does the complexity of this market. Client demands, customer innovation, internal mandates and external compliance requirements for stronger audit trails and corresponding controls throughout the process are all conspiring to change the wealth management landscape.

LINEDATA LONGVIEW FOR WEALTH MANAGERS

Linedata Longview for Wealth Managers provides the most sophisticated tools necessary to meet today’s wealth management requirements. Designed for ease of use in one integrated platform, it offers a single, consolidated view through a configurable and flexible portfolio management dashboard. Linedata Longview for Wealth Managers leverages all of the Front Office Asset Management capabilities of Linedata by providing comprehensive instrument coverage, exception based reporting and pre- and post-trade compliance. Scaled to manage hundreds of thousands of portfolios, Linedata Longview for Wealth Managers provides web services integration with other best of breed applications and is all included in one portal.

Meeting Today’s Wealth Management Needs

Linedata Longview for Wealth Managers delivers a sophisticated, web-based, scalable and extendible portfolio management platform for wealth managers.

Linedata Longview for Wealth Managers provides intelligent and mission critical information that allows remote decision making for clients. The real time portfolio management overview provides a clear and actionable snapshot of key portfolios allowing portfolio managers to make timely investment decisions.

 

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LINEDATA LONGVIEW FOR WEALTH MANAGERS
THE TOOLS YOU NEED. THE TOOLS YOU DESERVE.

Sophisticated. Intuitive. Integrated

With the growing number of wealth management investors and increasing complexities of the market, wealth managers require tools designed to achieve the financial objectives of individual clients. Linedata Longview for
Wealth Managers offers system alerts to notify portfolio managers of overdraft, drift from investment objective, model drift, concentrated positions, large cash positions and central models.

Leverage the Power of Technology

Client demands, customer innovation, internal mandates and external compliance requirements for stronger audit trails and corresponding controls throughout the process are all conspiring to change the wealth management landscape. Offering web services integration with other best of breed applications through one portal, Linedata Longview for Wealth Managers is designed to be not only configurable and flexible, but is also highly scalable and offers full asset class coverage to empower portfolio managers.

Holistic Approach to Wealth Management

Linedata Longview for Wealth Managers has responded to the changing wealth management landscape with the capabilities to support model management, comprehensive portfolio compliance, including Regulation 9 reporting and a web-based portfolio management dashboard that allows firms to create customized views for their portfolio managers and advisors.