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sponsored by Advent Software, Inc

WHITE PAPER - 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.
Posted: August 13, 2009 | Published: July 1, 2009

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Topics:  Business Intelligence | Business IT Alignment | Compliance (Finance) | Compliance (Systems Operations) | Financial Reporting | Financial Services Industry | Portfolio Management (Finance) | Portfolio Management (IT Management) | Reporting Software | SMBs

sponsored by Advent Software, Inc

WHITE PAPER - The objective of this paper is to present the buyside with a framework in which to understand the changes in the U.S. trading market, to offer a vision for the trading platforms that will support this new world and to explain why the future belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers.
Posted: August 10, 2009 | Published: December 26, 2006

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Topics:  Electronic Funds Transfer | Electronic Marketplace | Financial Management | Financial Services | Financial Services Industry | Financial Systems | Financial Transaction Processing

sponsored by Advent Software, Inc

ANALYST REPORT - 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.
Posted: August 10, 2009 | Published: September 3, 2007

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Topics:  Budgeting | ERP | Financial Management | Financial Services | Market Trends | Portfolio Management (Finance)

sponsored by Advent Software, Inc

WHITE PAPER - How does a firm or fund manager assess his/her research management needs and choose the best solution? This document helps by identifying pain points in the research workflow that RMS must address, describing how RMS supports investment process and decision making, and highlighting key features to consider when evaluating RMS solutions.
Posted: August 10, 2009 | Published: December 31, 2008

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Topics:  Compliance (Finance) | Financial Metrics | Financial Reporting | Financial Services Industry | Information Management | Investments | Research and Development

sponsored by Advent Software, Inc

WHITE PAPER - 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.
Posted: August 10, 2009 | Published: January 1, 2009

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Topics:  Business Continuity Planning | Business Intelligence | Compliance (Finance) | Compliance Best Practices | Data Migration | Investments | Portfolio Management (Finance) | Reporting Software

sponsored by Advent Software, Inc

WHITE PAPER - 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.
Posted: August 10, 2009 | Published: January 5, 2009

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Topics:  Asset Management (Finance) | Business IT Alignment | Financial Management | Financial Reporting | Financial Services Industry | Order Management Systems | Portfolio Management (Finance) | Workflow Software

sponsored by Advent Software, Inc

WHITE PAPER - 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.
Posted: August 10, 2009 | Published: August 1, 2008

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Topics:  Audit Trails | Best Practices | Compliance (Finance) | Disaster Recovery | Documentation | Information Management | Portfolio Management (Finance) | Regulations | Risk Assessment

sponsored by Advent Software, Inc

WHITE PAPER - 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.
Posted: August 10, 2009 | Published: July 1, 2008

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Topics:  Asset Management (Finance) | Best Practices | Budgeting | Customer Service | Market Trends | Portfolio Management (Finance) | Risk Assessment | Risk Management | Workflow Management Coalition

sponsored by Advent Software, Inc

SOFTWARE DEMO - Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.
Posted: August 10, 2009 | Published: July 1, 2008

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Topics:  Accounting Software | Client-Server Software | CRM | Marketing | Office Applications Software | Portfolio Management (Finance) | Reporting Software | Systems Integration Services

sponsored by Advent Software, Inc

WHITE PAPER - In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors.
Posted: August 10, 2009 | Published: January 1, 2006

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Topics:  Budgeting | Financial Applications Software | Financial Services Industry | Investments | Outsourcing | Reporting Software | Systems Management

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