SS&C PORTIA Expands its Relationship with Interactive Data to Provide Securities Data to its Global Client Base

January 21, 2014

Partnership-symbalExtended agreement provides enhanced security data options for global buy-side investment firms using SS&C PORTIA

Building on an existing relationship in place since 1999, SS&C PORTIA and Interactive Data have signed a new agreement that will enable PORTIA clients globally to use Interactive Data’s RemotePlusSM and Apex® services to feed securities and pricing data into their middle-to-back office operations.  Clients will be able to take advantage of multiple importing methods to utilize data from Interactive Data, including PORTIA’s powerful and logic-driven Automated Import Manager.  This expansion enhances SS&C’s broader relationship with Interactive Data as a data provider for SS&C.

“We are pleased to grow our relationship with Interactive Data to provide services on a global basis, and to provide access to the breadth of their data utilizing our robust and flexible data import tools,” said Christy Bremner, Senior Vice President and General Manager, SS&C PORTIA. “PORTIA’s client base is international and diverse, and our clients are looking for quality information to support their middle-to-back office operations.”

SS&C PORTIA provides a broad set of middle-to-back office capabilities to allow investment managers to track and manage the day-to-day activity in investment portfolios to support global accounting requirements. Offered on a deployed and hosted basis, the solution supports a wide range of functions including corporate action processing, internal reporting, client reporting, regulatory reporting, performance measurement and attribution and post trade compliance.

 Pricing, evaluations and reference data are provided in the US through Interactive Data Pricing and Reference Data LLC and internationally through Interactive Data (Europe) Ltd. and Interactive Data (Australia) Pty Ltd.


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