Portfolio Management (Finance)

WEBCAST: 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.

Posted: 03 Nov 2009 | Premiered: 03 Nov 2009

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: 13 Aug 2009 | Published: 13 Aug 2009

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: 10 Aug 2009 | Published: 10 Aug 2009

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: 10 Aug 2009 | Published: 10 Aug 2009

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: 10 Aug 2009

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: 10 Aug 2009

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: 10 Aug 2009 | Published: 10 Aug 2009

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: 10 Aug 2009

WHITE PAPER: 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.

Posted: 08 Jun 2009 | Published: 08 Jun 2009

WHITE PAPER: 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.

Posted: 20 Feb 2009 | Published: 20 Feb 2009

CASE STUDY: 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%.

Posted: 25 Sep 2008 | Published: 25 Sep 2008