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| Most Popular Portfolio Management (Finance) Reports
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Webcast - Turn Your IT Plan into a Competitive Advantage in an Uncertain Market: Harnessing the Power of Enterprise Architecture
sponsored by IBM
 | Webcast: | Posted: 03 Nov 2009
| | Premiered: | Available On Demand | |
Summary: |
Join this webcast to learn how Enterprise Architecture integrated with Portfolio Management is empowered to integrate your strategic goals into your organization's capital planning, business planning and technology architecture activities. In this way, your strategic planning outputs become actionable.
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Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm
sponsored by Advent Software, Inc
 | White Paper: | Posted: 13 Aug 2009
| | Published: | 01 Jul 2009 | |
Summary: |
This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options.
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Rise of Dark Pools and Rebirth of ECNs: Death to Exchanges?
sponsored by Advent Software, Inc
| Analyst Report: | Posted: 10 Aug 2009
| | Published: | 03 Sep 2007 | |
Summary: |
This Impact Report examines some of the key trends within the U.S. ATS market, and provides clear categorizations of some of the platforms vying for market share. This Impact Report also provides U.S. equities market share estimates and future projections.
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Advent Portfolio Exchange Demo
sponsored by Advent Software, Inc
 | Software Demo: | Posted: 10 Aug 2009
| | Published: | 01 Jul 2008 | |
Summary: |
Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.
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Data Conversion in a System Migration: Best Practices for Compliance and Continuity
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 01 Jan 2009 | |
Summary: |
This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion.
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Best Practices in Reconciliation: A Practical Guide for Asset Managers
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 01 Jul 2008 | |
Summary: |
This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed.
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SEC Exam Survival Guide: Prepare in 12 Steps
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 01 Aug 2008 | |
Summary: |
This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm.
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Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 05 Jan 2009 | |
Summary: |
This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.
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Collateral Damage: What the Crisis in the Credit Markets Means for Everyone Else
sponsored by SAP America Inc
| White Paper: | Posted: 08 Jun 2009
| | Published: | 01 Oct 2008 | |
Summary: |
Given the dramatic events in the capital markets, everyone is wondering what will happen next - and what the implications are for the wider economy. This paper will discuss challenges facing companies and how to respond.
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Client Relationship Management for Asset Managers
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 20 Feb 2009
| | Published: | 20 Feb 2009 | |
Summary: |
This white paper describes how client relationship management (CRM) technology can help mutual fund wholesalers and institutional asset managers address these core industry challenges and effectively foster.
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Using Configuration Audit & Control to Meet Compliance and Improve Operations
sponsored by Tripwire, Inc.
| Case Study: | Posted: 25 Sep 2008
| | Published: | 19 Sep 2008 | |
Summary: |
CAPITAL Card Services wanted a solution that could help automate compliance, improve best practices and reduce unplanned work to meet this requirement it turned on to Tripwire as a result Capital was able to reduced unplanned work by 75%.
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