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The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

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Axioma Partners For Fame Data In Portfolio Software

Fame Information Services has formed a partnership with Axioma, a New York developer of portfolio construction and optimisation software to provide clients with integration between Fame’s financial database products and Axioma’s PortfolioPrecision software. At the heart of the alliance is a modular data loader that connects directly to Fame databases without any custom integration. Pre-configured…

First American Picks XSP For Corporate Actions

California investment adviser First American Trust is to use Xcitek software to automate its corporate actions processing. The Xcitek Solutions Plus (XSP) ISO 15022-compliant global corporate actions automation solution developed by New York-based data company Xcitek and Solutions Plus will be used by First American to manage corporate actions processes and monitor exceptions by automating…

Big Fish Jumps from Surprisingly Large Pond

The first few months in the life of a new publication are, understandably, fraught times for the perpetrators. Like cinema or theatre, there is a balance of business and creative activity to be achieved, and you can be successful in neither, either or both. We feel optimistic about which of those Reference Data Review is…

RDUG Opens Doors To Vendors As Reuters Scales Back STP Programme

The Reference Data Users Group is opening its doors to more vendor participation, moving away from the perception that it is a Reuters-led organization. In large part this is due to Reuters abandoning its high profile STP Programme and with it the team led by RDUG figurehead Tony Kirby. Despite leaving Reuters, Kirby is still…

Banc of America Plans Expansion of Internal Reference Database

Banc of America Securities is planning to expand an internal reference database that it developed with Financial Technologies International with the addition of further instruments and functionality. Alan Rosenthal vice president of IT business architecture at BoA told the recent FinExpo conference in London that the bank has been able to realise $16,000 a month…

Access International Accesses Buckner For CEO Role

Access International Financial Services, a provider of reference data management tools and services, has appointed John Buckner as president and chief executive officer. “I am very pleased and excited to join Access International and look forward to leading this highly talented team,” says Buckner. “The company is well positioned to become the industry’s leading products…

Fidelity Gets Into Action With Rebranding

Corporate actions service provider Fidelity Enterprise Data Systems has re-branded itself as Fidelity ActionsXchange. Linda Stewart, president of the company said that the move “marks our arrival at a new stage in the development of the organisation”. At the same time, the company, originally set up to service Fidelity Investments, said that it has formed…

Telekurs Financial Expands Sales Team

Telekurs Financial (UK) has added to its sales and marketing team in London and Dublin and hired FT Interactive Data (FTID) sales executive Caroline O’ Shaughnessy to lead its business with third-party vendors. O’ Shaughnessy joined last week as Business Channel Sales director, reporting to Beat Koch, CEO of Telekurs Financial (UK). She spent eight…

Bond market standing settlement instruction database launched

The TradeWeb fixed income network has launched AccountNet, a real-time database of standing settlement instructions that will enable institutional investors, securities dealers and custodian banks to warehouse and share settlement instructions for client accounts. The launch of AccountNet follows a six-month live test of the system by primary dealers, investment managers and global custodian banks,…

Welcome to our inaugural issue of Reference Data Review

We’re pleased to announce the launch of Reference Data Review, the first subscription publication to focus specifically on the fast-growing reference data industry. While many industry observers are examining the efforts driving the finan-cial services industry towards Straight Through Processing (STP), the crucial data element is often overlooked. But, as the industry is becoming increasingly…