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Linedata delivers the next generation of portfolio management with Accumen

Linedata Accumen maximizes productivity when monitoring and managing larger number of portfolios

Accessible 24/7, anytime and anywhere for quicker investment decision making whether on the road or in the office

 

Paris, Boston, New York, Charlotte, London and Hong Kong, June 23, 2022 - Linedata (Euronext Paris: LIN), a global provider of asset management and credit technology data and services, today announced its next generation of portfolio management, Linedata Accumen, a suite of new web-based features powered by Linedata’s Asset Management Platform (AMP) and built to work seamlessly alongside Linedata Longview Trade Order Management System (OMS), to ensure that asset managers serve their clients quickly and continuously. With Linedata Accumen, asset managers can now quickly monitor, organize 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. Accumen provides interactive dashboards and summaries enable investment teams to continuously monitor their portfolios with a holistic view across their entire book of business and investment activity, while receiving automatic notifications when action is needed.

Linedata Accumen allows for seamless remote access to portfolios and core functions like rebalancing, pre-trade compliance and trade approval, so investment decisions can be made both on the move or in the office.

“Leveraging personalization and automation, this is the next generation of portfolio management that saves both time and effort for investment teams,” said Timothée Raymond, Global Head of Innovation and Technology at Linedata. “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.”

To learn more about Linedata Accumen, please visit linedata.com/OMS or view our Linedata Accumen Dashboard

 

About Linedata

With 20 years’ experience and 700+ clients in 50 countries, Linedata’s 1100 employees in 20 offices provide global humanized technology solutions and services for the asset management and credit industries that help its clients to evolve and to operate at the highest levels.

Headquartered in France, Linedata achieved revenues of EUR 160.2 million in 2021 and is listed on Euronext Paris compartment B FR0004156297-LIN – Reuters LDSV.PA – Bloomberg LIN:FP.

linedata.com

 

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PR_Linedata Accumen
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For more information, please contact:
Aurélia Szymanski
Communication Director
Tel: +33 1 73 43 74 01
@ Aurelia.Szymanski@se.linedata.com