Linedata, a global provider of asset management and credit technology data and services, announced today that Cramer Rosenthal McGlynn, LLC (“CRM”), a US-based value equity manager serving institutions and individuals, chose Linedata to implement a highly adaptable operational model at CRM that positions it for growth, while at the same time keeping in place unique capabilities for the firm.
 
CRM has implemented robust investment operations that aim to maximize efficiency and mitigate risk by reducing manual processes spread across multiple internal systems, which has been in place for several years, including through the previous vendor. This has allowed CRM to reduce operational costs by more than 50%, including the consolidation of systems and simplifying workflows across Linedata Longview OMS suite, trading, pre- and post-trade compliance, reporting, and operations.

“Our relationship with Linedata has been a true collaboration from the start that has positioned our business for long-term growth,” said Steven Fellin, Chief Financial Officer at Cramer Rosenthal McGlynn. “We continue to work with Linedata with the goal of integrating additional innovative solutions to further streamline our investment processes from idea generation through trade execution.”

Leveraging Linedata’s Asset Management Platform (AMP), CRM configured a comprehensive, easy-to-understand process to manage their account base, facilitate onboarding, and handle trading instructions remotely. The CRM team gains access to new capabilities quickly with continuous integration and delivery (CI/CD), and non-traditional users, such as risk managers and senior management who need to monitor business at a higher, more-macro level, can now do so via Linedata Accumen.

“In today's evolving investment landscape, your asset management technology platform must be adaptable to keep up with the everchanging environment,” added Bob Moitoso, Head of Asset Management North America at Linedata. “We are thrilled to be a strategic partner to Cramer Rosenthal McGlynn, bringing our technology expertise and flexible solutions to improve their operations so they have more time to spend focused on their clients and ultimately driving their business forward.”