Fidessa group has launched the latest version of its award-winning investment management system (IMS). Combining sophisticated portfolio management, real-time position management, compliance, order management, routing and execution capabilities, V14 of the Fidessa IMS provides a single, seamless workflow platform across business lines, geographies and asset classes.

Meeting today’s challenges

In today's highly competitive markets, buy-sides face an unprecedented set of challenges: increasing market complexity across a broad range of asset classes; global coverage and elusive liquidity in fragmented markets; on-going pressures arising from global regulatory reform; continued client demands for transparency; shrinking margins and the pressure to reduce operational costs.

The latest version of Fidessa IMS addresses these challenges by providing:

• a single, integrated front-office workflow platform that operates over the entire investment lifecycle
• a harmonized workflow platform

This allows investment managers to run their businesses in an efficient, transparent and operationally robust manner, while having the flexibility to respond quickly to business change.

Meeting regulatory compliance requirements

IMS V14 introduces Active Compliance, which provides easy access to a suite of real-time, pre-trade compliance checking controls across multiple orders at time of entry and throughout their lifecycle. This Active Compliance background checking is becoming crucial for orders that are hard to work as a result of reduced liquidity, especially in fixed income. In addition, a new Smart Search feature helps compliance staff maintain and monitor an orderly rule set whilst at the same time create and implement new, more sophisticated checks in real time. 

To meet the need for detail performance, both internally and for clients, the latest version of IMS expands the reporting and distribution capabilities of the platform giving full transparency of the client's complete trading activity across business lines and asset classes.

Overall support for the buy-side

Fidessa's IMS platform is one of the key pillars of the firm's overall support for the buy-side, together with Fidessa's compliance service, Fidessa's Position Dynamics - an IBOR solution currently in development - and its recently launched affirmation management service (AMS) and post-trade hub, which allow for low-cost trade affirmations with Fidessa’s extensive global community of sell-side firms. In addition to the huge functional advancements available in V14, the platform has been technically re-engineered to deliver significantly enhanced performance characteristics and facilitate the adoption of the latest security technologies.

Fidessa IMS is delivered using an optimized cost-of-ownership model, leveraging a unique combination of software and managed services.