Linedata has upgraded its Linedata Longview portfolio management platform aimed at wealth managers, necessitated by broad changes in the wealth management industry. According to Linedata, the new release is designed with flexibility in mind, allowing wealth managers to cope with new regulations, changing client demographics, and heightened competition in the marketplace.

The upgrade offers a configurable and flexible portfolio management platform, with enhancements intended to streamline portfolio management workflows, and improvements to both modelling capabilities and order generation. According to Linedata, the system has been designed for ease of use by unifying the product into a single consolidated view.