Davis Selected Advisers chose the award-winning system for its rich functionality, including pre-trade compliance, global connectivity, portfolio rebalancing and audit trails. Offering a strong front office platform with world class broker connectivity, Linedata Longview allows Davis Selected Advisers to connect with whom they want, when they want. âA primary reason for choosing Linedata Longview is Linedataâs pure broker neutralityâ, said Anthony Frazia, JD, CRCP, Co-Chief Compliance Officer of Davis Selected Advisers. Linedata Longviewâs open architecture ensures that this industry-leading functionality will serve Davis Selected Advisers well now, and as the firm grows, the scalability will help them as they service additional clients.
âFirms like Davis Selected Advisers require automated and integrated tools to give them greater controls and flexibility in portfolio management,â said Annie Morris, Managing Director of Linedata North America. âAs a trusted advisor to our clients, Linedata is pleased to provide Davis Selected Advisers with the global solutions needed for their continued success. Our experience of working with over 450 buy side firms including asset managers, pension and mutual funds, private wealth managers and third-party administrators allows us to share with them a broad range of expertise around best practices and efficient use of technology.â