Aperio to revamp investment management ops with Linedata
Aperio Group, $16 billion investment manager in California, has selected investment management software from Linedata.
Aperio will replace internal legacy systems with Linedata’s hosted order management system (OMS), Linedata Longview.
The vendor says will support client trade flow across separately managed accounts (SMAs), including pre-trade compliance, trading, post-trade processes and reporting at Aperio.
Patrick Geddes, group CEO and chief tax economist at Aperio, compliments Linedata’s “customisable, high performance platform” that offers “flexibility and scalability”.