Advent Software, Inc

WHITE PAPER:Access this white paper for survey results that discuss asset and revenue growth in the financial industry.

Posted: 09 Dec 2011 | Published: 09 Dec 2011

WHITE PAPER:Accounting for corporate actions accurately is one of the biggest challenges for investment managers, with significant portfolio valuation, performance and tax implications for investors. And its only going to get more challenging due to reporting requirements and mounting activity. Learn how to get a handle on the 5 most common corporate actions.

Posted: 09 Dec 2011 | Published: 07 Dec 2011

WHITE PAPER:This paper identifies 5 key SEC alarms and explains how the right technology can support best practices to avoid triggering them. View now to explore critical issues including insider trading, books and records retention, service provider due diligence, and more.

Posted: 06 Dec 2011 | Published: 05 Dec 2011

WHITE PAPER:View this paper to explore compliance challenges of the top 4 social media outlets, best practices for developing a comprehensive social media policy and more.

Posted: 06 Dec 2011 | Published: 05 Dec 2011

WHITE PAPER:Whether you are just starting a compliance program or need to fine-tune your existing process, this document will help you understand the steps involved in becoming GIPS compliant. It is not a substitute for the Standards themselves. It is designed to help you understand the value of compliance, what’s needed to achieve it, pitfalls to avoid.

Posted: 23 Apr 2010 | Published: 23 Apr 2010

WHITE PAPER:The challenge for Chief Compliance Officers is to understand the risks associated with each of these three drivers of compliance and how they can be mitigated. Read this paper to find out more.

Posted: 08 Mar 2010 | Published: 08 Mar 2010

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: 10 Aug 2009 | Published: 01 Jul 2008

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: 10 Aug 2009 | Published: 01 Jan 2009

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: 10 Aug 2009 | Published: 01 Jan 2006

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: 10 Aug 2009 | Published: 05 Jan 2009