Arkéa to Integrate NeoXam’s PMS

The NeoXam technology operates across Microsoft’s cloud service and will enable Arkéa IS to manage sophisticated portfolios and harmonize streams of information through a single platform. The Tracker solution covers institutional portfolios, mutual funds and equities, and aims to allow a more simplistic and efficient management system that complies with regulations such as the revised Markets in Financial Instruments Directive II (Mifid II).

“We were seeking a solution that would provide us with a much more comprehensive, automated way of managing our portfolios,” says Sebastien Barbe, head of the Arkéa IS management board. “For us, NeoXam Tracker 3 fits the bill—its functionality means that we can follow trading positions through the whole process, from electronic order management to matching the portfolio with third-party administrators.”

Florent Fabre, managing director EMEA and group COO at NeoXam, says the solution has been successful thanks to a talented workforce, expertise in regulatory compliance, and a history specializing in both back-office and front-office solutions. “We rely on our skills and history in this area to help our different projects,” says Fabre. “The fact that we have a big client base and a team of experts on this means we are able to develop requests or functionality to follow the different regulations and help our clients.”