Fidessa IMS V14: Next-Gen Investment Management System | GBAF

Fidessa IMS V14: Next-Gen Investment Management System | GBAF

Editorial & Advertiser disclosure

Global Banking and Finance Review is an online platform offering news, analysis, and opinion on the latest trends, developments, and innovations in the banking and finance industry worldwide. The platform covers a diverse range of topics, including banking, insurance, investment, wealth management, fintech, and regulatory issues. The website publishes news, press releases, opinion and advertorials on various financial organizations, products and services which are commissioned from various Companies, Organizations, PR agencies, Bloggers etc. These commissioned articles are commercial in nature. This is not to be considered as financial advice and should be considered only for information purposes. It does not reflect the views or opinion of our website and is not to be considered an endorsement or a recommendation. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third-party websites, affiliate sales networks, and to our advertising partners websites. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish advertised or sponsored articles or links, you may consider all articles or links hosted on our site as a commercial article placement. We will not be responsible for any loss you may suffer as a result of any omission or inaccuracy on the website.

Home > Top Stories > FIDESSA EMPOWERS INVESTMENT MANAGERS WITH COMPREHENSIVE BUSINESS WORKFLOW

FIDESSA EMPOWERS INVESTMENT MANAGERS WITH COMPREHENSIVE BUSINESS WORKFLOW

Published by Gbaf News

Posted on July 10, 2014

4 min read

Last updated: January 22, 2026

Fidessa empowers investment managers with advanced business workflow solutions - Global Banking & Finance Review — This image showcases Fidessa's latest investment management system, highlighting features that empower investment managers with comprehensive business workflows, addressing regulatory and operational challenges.

Fidessa group plc (LSE: FDSA) has announced the launch of 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, delivering the reliability and functionality required by the most demanding investment managers.

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. To combat these challenges, firms require a single, integrated front-office workflow platform that operates over the entire investment lifecycle and that can add value at every stage.

FIDESSA Empowers Investment Managers With Comprehensive Business Workflow

FIDESSA Empowers Investment Managers With Comprehensive Business Workflow

Richard Hooke, Product Director at Fidessa, comments: “The patchwork approach, where disparate systems are held together by a network of complex and error-prone integration, can no longer support the increasingly demanding requirements from a regulatory, operational risk and cost of ownership perspective. This latest version of Fidessa IMS addresses these challenges and provides a harmonised workflow platform that 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.”

Increased regulation, coupled with increasingly complex client mandates, mean that compliance is a key area of focus for the buy-side now more than ever. 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. This is a huge benefit in an environment where increasingly robust checks are required across an increasingly complex instrument set.

Managing and monitoring compliance is obviously key, but being able to prove compliance as well as detail performance, both internally and for clients, is vitally important now too. This 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.

“In order to help clients deal with the increasing complexity of the front-office landscape, V14 provides a series of intelligent tools to assist in all stages of the workflow, from real-time intelligent modelling through to smart order routing”, continues Hooke. “V14 also delivers simplified integration facilities allowing specialist front-office apps, such as risk and performance attribution, to be plugged into the core workflow platform in a simple and low-impact manner.”

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 allows 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.

Underpinned by a relentless program of re-investment, Fidessa IMS is delivered using an optimised cost-of-ownership model, leveraging a unique combination of software and managed services.