London, E14 5AQ,
United Kingdom
Refinitiv Transaction Services United Kingdom
Refinitiv Transaction Services United Kingdom, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Refinitiv Transaction Services United Kingdom collaboration with software players such as London Stock Exchange Group empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Refinitiv Transaction Services United Kingdom | London Stock Exchange Group | LSEG AlphaDesk PMS | Portfolio and Investment Management | Investment Management |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
|
|
Ohman Fonder | Banking and Financial Services | 17 | $2M | Sweden | London Stock Exchange Group | LSEG AlphaDesk PMS | Portfolio and Investment Management | 2018 |
In 2018, Ohman Fonder implemented LSEG AlphaDesk PMS to establish an end to end, pre to post trade buy side workflow. The deployment targeted Ohman Fonder's investment operations in the Nordics and was configured to support order and portfolio management across its asset management processes.
Ohman Fonder's deployment centered on AlphaDesk's combined order management system and portfolio management system modules, with OMS and PMS capabilities inferred from the vendor announcement linking AlphaDesk's OMS PMS into Refinitiv's desktop and trading stack. Functional workflows emphasized order lifecycle management, portfolio rebalancing, position management and trade allocation, consistent with Portfolio and Investment Management applications.
The implementation integrated LSEG AlphaDesk PMS with Refinitiv solutions and the Refinitiv desktop trading stack, and Refinitiv Transaction Services United Kingdom acted as the implementation partner for integration work. Architecture focused on continuity between front office order entry and back office portfolio records, enabling a unified pre to post trade data flow.
Go live was estimated in 2019 following the 2018 agreement, and the rollout was organized as an integrated pre to post trade program aligning front office order management with portfolio management and post trade workflows. Governance emphasis in the program focused on operational handoffs and reconciled order to position records to support buy side trade processing in the Nordics.
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