Organize, manage, and monitor every portfolio

With the pressure on to meet sales objectives, asset managers often struggle managing many portfolios. Individual reviews and manual processes are inefficient and divert resources from what matters more. Linedata Accumen solves these problems with anywhere access, automation, and exception management. Manage each portfolio based on criteria that you care about combined with a holistic view over your accounts. Portfolio managers can access, monitor, manage and even rebalance and approve orders on the go.

Linedata Algo Trading Solution

Linedata is working hard to improve your business life by implementing technologies and OMS and Trading workflow tools that simplify your day. Our Algo Trading Solution provides Linedata Longview OMS clients with a quality user experience and simplified, consistent time to market.

With a focus on continuous enhancements to Linedata OMS, our Algo Solution provides a cloud-based delivery mechanism that automates how traders gain quick access to the latest Broker Algo Suites. Traders have the ability to preview algos from an intuitive, easy-to-use interactive Algo Catalog.

Actionable operational insights at your fingertips

Linedata Analytics Service provides tools and insights proven to reduce costs, complexity, and risk. We blend machine learning and operations know-how with access to the right data and leading cloud capabilities to help you predict when errors could occur. Clients benefit from Linedata Analytics Service throughout their investment operations, including:

• reducing trade and compliance process failures
• lowering portfolio liquidity risks
• reducing client attrition

Linedata Analytics Service benefits your bottom line in two ways:

1. LAS analyzes historical data and live feeds, providing easy-to-digest predictive intelligence that alerts you to potential risks in real time.
2. LAS helps you understand why certain issues are reoccurring and recommends structural changes to reduce cost and risk. It is a service, not a one-off, so your business continues to benefit over time.

From CTO to COO to end-user, we’ve got your needs covered

Improve your teams’ access to and management of data sourcing, vendors, and integrations with Linedata Data Management Service, an efficient, turn-key solution for the complete data needs of global asset managers. We build on investment operations solutions already working for your organization, with a breadth of access to data that is bundled and priced for your needs.

Getting ESG data right is hard. Decision-making and managing ongoing data integrations is time-consuming and costly. With Linedata Data Management Service, our collaboration with leading provider, ESG Book, puts ESG and UN Global Compact scores into your Linedata Longview OMS workflows at no additional cost.