J. Safra Asset Management Selects New Investment Management Platform

By

J. Safra Asset Management Corporation, an investment advisor with an office in Berwyn, recently announced it selected Market Street Advisors MSA Archer investment management platform and its full suite of operational services.

JSAM anticipates the single platform will increase its investment and operational efficiencies. Archer MSA’s Model Workstation enables portfolio managers to enter investment decisions to a model portfolio with integrated workflow. This facilitates appropriate trading activity on a timely basis. JSAM will use Archer MSA for model portfolio management, trade order generation, portfolio accounting, performance measurement and reporting as well as complete middle and back-office outsource services.

“We are pleased to be working with J.Safra Asset Management,” said Bryan Dori, president and chief operating office at MSA. “Our technology provides a unique solution that allows investment managers to expand their product base without facing the usual start-up costs of new ventures.”

JSAM was established in 2004 and is an affiliate of Safra National Bank of New York.

Market Street Advisors is a technology and services innovator for the investment management industry whose clients manage over $1 trillion in assets. The company provides a complete solution through its fully-integrated platform, Archer MSA, in addition to a full range of middle and back office operational services through MSA Ops.

 

Connect With Your Community

Subscribe to stay informed!

"*" indicates required fields

Hidden
VT Yes
This field is for validation purposes and should be left unchanged.
Advertisement
Creative Capital logo