Linedata Services SA has released the new version of Linedata Longview for Wealth Managers. This release provides substantial enhancements 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.