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Aperio is redesigning its investment management operations with Linedata


Aperio Group undergoing technical renovation with Linedata

Aperio Group, a $ 16 billion investment manager in California, has selected investment management software from Linedata.

Aperio will replace internal legacy systems with Linedata Longview, Linedata’s hosted order management system (OMS).

The vendor says it will support the flow of customers’ trade through separately managed accounts (SMAs), including pre-trade compliance, trading, post-trade processes and reporting at Aperio.

Patrick Geddes, …



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