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Linedata enhances wealth management tools


Linedata has launched a new version of Linedata Longview for Wealth Managers, which offers a configurable and flexible portfolio management platform.

This release aims 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 (pictured), 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.”

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