4.16.08
|
Buyside faces rising tide of research
by Shanny Basar, Dow Jones Financial News Online
Fund managers have become used to fragmentation in trading
as alternative venues have challenged traditional exchanges.Now
they are having to cope with the same phenomenon in the
research business, with the emergence of independent providers
offering products alongside the investment banks. Managers
in the US are appointing staff to evaluate alternative research.
Read
the full article.
|
4.11.08
 |
Norbury Financial Forms Marketing
Alliance with Linedata to Bring Research Management Platform
to LongView Clients
Linedata Services announced today that its LongView Trading
Order Management System (OMS) now offers users access to
Norbury Links, the research management platform developed
by technology provider Norbury Financial Systems.
|
4.11.08
 |
Norbury Financial Forms Marketing
Alliance with Linedata to Bring Research Management Platform
to LongView Clients
Linedata Services announced today that its LongView Trading
Order Management System (OMS) now offers users access to
Norbury Links, the research management platform developed
by technology provider Norbury Financial Systems. |
4.10.08
|
Instinet To Automate Research Distribution
Instinet, an agency brokerage, is planning to automate the
distribution of its partners’ independent research through
a system that is being developed by Norbury Financial. The
plan comes on the heels of a deal Instinet struck with Norbury
last week though which Instinet will sell Norbury’s
research management system to the buyside. Read
the full article. |
4.09.08
|
Norbury
Financial Partners with Instinet, a Global Securities Firm
Instinet, a global securities firm and wholly-owned subsidiary
of Nomura Holdings, Inc., today announced a new partnership
with Norbury Financial, whose software streamlines the research
management process for investment professionals. Under the
terms of the arrangement, Instinet’s research sales
group will distribute Norbury Financial’s Norbury
Links offering to a wide range of institutional clients,
including Instinet’s global client base of 1,500 firms.
Read the full release.
(PDF) |
4.09.08
 |
Instinet Partners with Research Management
Provider Norbury Financial
Instinet, a global securities firm and wholly-owned subsidiary
of Nomura Holdings, Inc., today announced an exclusive relationship
between its U.S. broker-dealer, Instinet, LLC, and Norbury
Financial, whose software streamlines the research management
process for investment professionals. Under the terms of the
arrangement, Instinet's research sales group will distribute
Norbury Financial's Norbury Links offering to a wide range
of institutional clients, including Instinet's global client
base of 1,500 firms.
|
4.09.08
 |
Instinet, LLC and Norbury Announces
Partnership
Instinet announced an exclusive relationship between its Instinet,
LLC and Norbury Financial. Under the terms of the arrangement,
Instinet's research sales group will distribute Norbury Financial's
Norbury Links offering to a wide range of institutional clients,
including Instinet's global client base of 1,500 firms. |
4.09.08
|
Instinet Inks Distribution Deal
With Norbury
Securities Industry News, By Alexa Jaworski
Agency brokerage Instinet said today that it has entered
into a partnership with Norbury Financial Systems, a Boston-based
research management software provider. Under the deal, Instinet’s
research sales group will distribute the Norbury Links research
automation platform to its institutional clients.
It is New York-based Instinet’s first such agreement
with an entity that is not a content provider, said John
Pitt, research director of Instinet Research Partners. Pitt
noted that his division’s core strategy is to sign
exclusive distribution agreements with independent research
providers. “We’ve built up a presence in the
marketplace amongst buy-side institutional portfolio managers
and analysts, and we’re in a unique position to sell”
Links to that marketplace, said Pitt. “But more than
anything else, we thought it would be helpful to our clients.”
Read
the full article (subscription required). |
4.09.08
|
Instinet Partners with Research Management
Provider Norbury
Financial
Instinet, a global securities firm and wholly-owned subsidiary
of Nomura Holdings, Inc., today announced an exclusive relationship
between its U.S. broker-dealer, Instinet, LLC, and Norbury
Financial, whose software streamlines the research management
process for investment professionals. Under the terms of the
arrangement, Instinet's research sales group will distribute
Norbury Financial's Norbury Links offering to a wide range
of institutional clients, including Instinet's global client
base of 1,500 firms. |
4.09.08
 |
Instinet Partners with Research Management
Provider Norbury Financial
Instinet, a global securities firm and wholly-owned subsidiary
of Nomura Holdings, Inc., today announced an exclusive relationship
between its U.S. broker-dealer, Instinet, LLC, and Norbury
Financial, whose software streamlines the research management
process for investment professionals. Under the terms of the
arrangement, Instinet's research sales group will distribute
Norbury Financial's Norbury Links offering to a wide range
of institutional clients, including Instinet's global client
base of 1,500 firms. |
4.07.08
 |
Linedata and Norbury Links form
marketing alliance
Linedata Services announced today that its LongView Trading
Order Management System (OMS) now offers users access to
Norbury Links, the research management platform developed
by technology provider Norbury Financial Systems. |
4.07.08
 |
Norbury Financial Forms Marketing Alliance
with Linedata to Bring Research Management Platform to LongView
Clients
Linedata Services announced today that its LongView Trading
Order Management System (OMS) now offers users access to Norbury
Links, the research management platform developed by technology
provider Norbury Financial Systems. |
4.07.08
 |
Technology news in brief
Norbury and Linedata link Linedata Services’ longview
trading order management system will now offer access to Norbury
Links, the research management platform developed by technology
provider Norbury Financial Systems. Norbury Links streamlines
the overflow of information with the ability to screen and
organise financial research for retrieval and cross referencing.
|
4.07.08
|
Value = IRP + RMS + OMS
At the Investorside Independents’ Day Conference last
week, we took some time to look around at the exhibitors.
One of the compelling services was Norbury Financial, which
is a research management software provider. So it was not
a major surprise to hear news that Norbury Financial Systems
teamed up with agency broker Instinet. The news, released
Wednesday, is interesting and expected at the same time: Expected,
not in the actual matching of the two firms, but in the matching
of the capabilities of the two firms. This is a growing trend
that will continue to gather momentum in coming months. In
addition, Norbury has inked a deal with Paris-based Linedata
Services. Linedata’s OMS, called LongView Trading will
have hard links to the Norbury’s RMS. Read
full article. |
4.07.08
|
Norbury
Financial and Linedata Form Marketing Alliance to Bring
Research Management Platform to LongView Clients
Linedata Services now offers LongView Trading Order Management
System (OMS) clients access to Norbury Links. Norbury Links
offers LongView users quick access to the most relevant
high value research that relates directly to their holdings,
helping them make better informed investment decisions.
Read the full release.
(PDF) |
1.10.08
|
Norbury Announces
the Opening of it's Bedford, New Hampshire Engineering Center
Norbury announced the opening of their Bedford, New Hampshire
Engineering Center. The center has opened as a result of
the rapid growth experienced by Norbury in 2007, with their
engineering department nearly doubling in size. Norbury’s
state of the art Engineering Center is located in the downtown
Bedford and will serve to accommodate the continued growth
of the engineering department. The office opened in December
at 43 Constitution Drive. Read
the full release. (PDF)
|
12.31.07
|
Norbury
Financial Appoints James W. Anderson, CFA, as Vice President
of Sales & Client Service
Norbury Financial announced the appointment of James W. Anderson,
CFA as the VP of Sales & Client Service. In this role,
James is tasked with building Norbury’s sales and support
team as well as lending guidance to their marketing effort.
In addition to joining the firm, James became an equity stakeholder
personally investing in the latest round of venture funding.
Prior to joining Norbury, James worked as a Vice President
& Director of Sales & Consulting at FactSet Research
Systems. Read
the full release. (PDF) |
12.17.07
|
Research
Technology Ready to Enter a 'Breakout Year'
Securities
Industry News
A report released by the Tower Group estimates that global
buy-side spending on research technology will grow to $1.1
billion in 2010, up from $586 million this year. People on
the buy side are demanding more efficient and easier ways
to cull from vast amounts of data very quickly," said
David Earley, president and COO of Norbury, which launched
Links almost three years ago. For Earley, the biggest challenge
portfolio managers and analysts currently confront, and will
continue to face in the coming year, is the "infinite
amount of data" that they can't process on their own.
An average client reads six to seven hundred e-mails per day,
he said, but only 5 percent to 10 percent of that may contain
useful information. Visit Securities Industry News to read
the full article (subscription required).
|
10.10.07
|
Dan Dykens of Norbury Financial Selected
as one of Boston Business Journal's Rising Business Stars
The Boston Business Journal announced that Dan Dykens, CEO
of Norbury Financial, has been selected as one of its 40 Under
40 honorees for 2007, in the tenth annual program of recognizing
emerging business leaders in Greater Boston. Dykens was selected
for this prestigious honor for his contribution to the investment
management community.
|
07.23.07
|
Private
Equity Firms Fueling the Growth of Electronic Trading
Wall Street & Technology
Dan Dykens, CEO of Boston-based Norbury Financial,
says he's been getting cold calls from venture capital firms
interested in investing in his research management solution.
The former hedge fund manager built Norbury Links, software
designed to manage E-mails, research notes and filings.
Dykens currently is selling the technology to hedge funds
and traditional mutual funds, as well as funds of funds
and even private equity firms. "We haven't taken any
private equity to date," Dykens says, but he's considering
it. Visit Wall Street & Technology to read
the full article.
|
07.23.07
|
Private
Equity Firms Fueling the Growth of Electronic Trading
Finance Tech
It's good to be in the financial technology industry
these days — especially if your company is getting calls
from private equity firms looking to invest in one of the
economy's hottest growth sectors. Visit Finance Tech to read
the full article.
|
06.18.07
|
Top
Brokerages Are Ready to Be Rated
Securities Industry
News
The spotlight on sell-side research will shine a bit
brighter in late June when 12 leading investment banks officially
roll out a Web-based platform to facilitate the assessing
and rating of sell-side analyst performance. MeritMark, as
the platform is called, will be launched with, and be available
over, TheMarkets.com, where votes can be registered starting
at the end of this month, according to officials. The system
is compatible with various software programs that buy-side
firms use to filter and manage research, which are provided
by the likes of Norbury Financial. Visit Securities Industry
News to
read the full article (subscription required).
|
05.11.07
|
Brighton
House brings CRM to hedge funds
Mass High Tech
Dan Dykens, CEO of Boston-based Norbury Financial Systems
LLC, which develops research software for financial portfolio
managers, analysts and traders, said the hedge fund industry
offers potential for software developers. But the value of
a CRM product for fund managers depends on the accuracy and
the timeliness of its data. Visit Mass High Tech to read
the full article.
|
05.09.07
|
Norbury
Financial Changes the Way Investment Professionals Manage
Their Research with the Launch of Norbury Links
Forbes.com
Norbury Financial, the future of research software for managing
the internal operations of investment professionals, today
announced the launch of Norbury Links. The software addresses
the significant issue of information overload, by helping
investment managers to quickly identify and organize data
that is relevant and valuable to their specific investment
strategies.
|
05.09.07
 |
Norbury
Financial Changes the Way Investment Professionals Manage
Their Research with the Launch of Norbury Links
Yahoo
Finance
Dynamic Hosted Software Dramatically Simplifies Investment
Fund Management While Targeting a Potential Market of over
30,000 Investment Firms and 1.1 Million Investment Managers.
|
05.09.07
|
Norbury Financial Changes
the Way Investment Professionals Manage their Research with
the Launch of Norbury Links Norbury Financial announced
the launch of Norbury Links. The innovative software addresses
the significant problem of information overload, by helping
investment managers to quickly identify and organize data
that is relevant and valuable to their specific investment
strategies.
|
04.23.07
|
'Software
as a service' traction benefits local firms
Mass High Tech
Recent sales growth in what is now called "software as
a service" -- among companies that survived the tech
slump earlier this decade and new companies capitalizing on
the wider adoption of web-based software -- has moved the
sales model beyond the well-established customer relationship
management space and into such sectors as retail and financial
services. Visit Mass High Tech to read
the full article.
|
04.11.07
|
The
Pitch: Norbury Financial Systems
Mass High Tech
The Pitch: Seeking up to $5 million in growth capital to keep
up with industry demand for its flagship product, Norbury
Links. Links helps manage the research process for institutional
investors to help them make faster, better-informed investment
decisions. Norbury Links is a research management solution
based on the software as a service (SaaS) model, which means
Norbury clients don't have to host another application on
their servers. Norbury handles all day-to-day technical operations,
IT support and maintenance and security. Visit Mass High Tech
to read
the full article.
|
04.30.06
|
Norbury Financial Systems Secures
Over $2M in Funding Norbury Financial, the future of research
software for managing the internal operations of investment
managers, announced that it has secured over $2 million in
funding from a small group of industry angel investors.
|
04.06.06
|
Norbury Financial Systems Launches
Research Links to Organize Research for Hedge Fund Investment
Professionals Research Links is the breakthrough productivity
tool that automatically integrates contacts, notes, emails,
models, sell-side reports, fundamentals and web research in
one easy to use application.
|
12.19.05
|
Start-up Focus: Hedge Fund
Research (PDF)
Securities Industry News
Major vendors of financial systems—Advent Software and
SunGard DataSystems, to name two—have spent years gearing
up to sell into the burgeoning hedge fund industry, where
the most lucrative buyers are big firms that have come to
resemble more traditional asset managers. Can entrepreneurial
start-ups with products designed to automate the highly specialized
research functions of less-than-mega-size hedge funds attract
enough business to coexist with the financial technology giants? |
