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Exchange Data International (EDI) has announced that its global securities data is now available on Athena’s OMS/PMS/Accounting platform.
The integration allows hedge funds, asset managers, and registered investment advisors to access EDI’s datasets through Athena’s infrastructure.
Global equities, fixed income, derivatives, corporate actions, and reference data
Athena users can now leverage EDI’s content directly within the platform to support trading strategies and investment management workflows.
Athena, part of United Fintech, has held the distinction of being the most cybersecure Investment Management System since 2021. The platform delivers real-time order, portfolio, risk, compliance, and investor accounting tools. By incorporating EDI’s data—including global equities, fixed income, derivatives, corporate actions, and reference data—Athena expands its capabilities for buy-side firms.
United Fintech supports the digital transformation of financial institutions and continues to position Athena as a preferred solution for investment managers. The integration with EDI enables users to access a wider range of data while maintaining operational efficiency and reducing vendor complexity.
Athena: Adding Data Sources to OMS/PMS/Accounting solution
Jonathan Bloch, CEO of Exchange Data International, commented, “We are delighted to partner with Athena, part of United Fintech, and integrate our securities data within the United Fintech Group. This collaboration reflects our commitment to delivering accurate, timely, and reliable data to financial professionals, enabling them to make informed decisions in an increasingly complex market environment.”
Marc Levin, CEO of Athena and Partner at United Fintech, commented, “Partnering with leading data providers like EDI strengthens our commitment to equipping our clients with critical data coverage and technology needed to navigate today’s markets and manage their investment operations with confidence. By seamlessly integrating our rapidly growing OMS/PMS/Accounting solution with additional, essential financial data sources, we provide greater optionality for clients and eliminate the inefficiencies of multiple providers by delivering a fully integrated, cost-effective solution that reduces total cost of ownership of technology and data.”
United Fintech Acquired Commercial Banking Applications (CBA)
United Fintech recently acquired Commercial Banking Applications (CBA), a specialist in API-driven trade finance and payments solutions. The deal was backed by United Fintech investor banks BNP Paribas, Citi, Danske Bank, and Standard Chartered, marking United Fintech’s expansion into the commercial banking sector.
CBA, which serves top-tier financial institutions such as ABN AMRO, will now operate under United Fintech, leveraging its global platform to accelerate the digital transformation of legacy banking systems. The acquisition reinforces United Fintech’s strategy of providing scalable and cutting-edge solutions to banks seeking efficiency, automation, and security in trade finance and payments.
By integrating CBA’s technology, United Fintech enhances its portfolio of fintech solutions tailored for banks, offering institutions a seamless way to modernize their operations. The acquisition aligns with United Fintech’s broader mission to automate and streamline banking infrastructure, ensuring a more competitive and digitally advanced financial ecosystem.
As part of the deal, 15% of the total consideration has been reinvested into United Fintech shares, ensuring that CBA employees remain aligned with the company’s long-term vision.
United Fintech Offers Athena, CobaltFX, FairXchange, Netdania, and TTMzero
United Fintech recently opened a new office in the Dubai International Financial Centre (DIFC) in a strategic expansion into the UAE spearheaded by Athena, one of United Fintech’s partner companies.
Recognizing the UAE’s critical role as a hub for financial technology, the industry-neutral Digital Transformation platform for banks and FIs wants to address the increased market demand in the region, where the West meets the East.
The fintech specialist says it is already seeing significant interest, namely for Athena’s full front-to-back OMS/PMS solution.
Employing over 160 people in eight countries, including the UK, Denmark, Spain, and the USA, United Fintech provides access to an extensive range of products from five capital markets software companies: Athena, CobaltFX, FairXchange, Netdania, and TTMzero. In 2024, United Fintech announced an executive reshuffle.