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Aite Group Research Report - Rise of Dark Pools and Rebirth of ECNs: Death to Exchanges? by Advent Software, Inc
March 2008 - (Free Research) This 43-page Aite Group report analyzes the impact of the paradigm shift away from traditional exchanges like the NYSE & NASDAQ toward Alternative Trading Systems like dark pools and ECNs. This report is a must-read for portfolio managers, traders, & anyone concerned with the future direction of the US equities marketplace.
Free Cerulli Report - Navigating the Affluent Emerging Marketplace by Advent Software, Inc
March 2007 - (Free Research) The investors who comprise the emerging affluent segment of the market are very diverse—in terms of their net worth, risk tolerance, financial goals, and a myriad of other characteristics. Because of this diversity, in order for firms and advisors to effectively service this market they must perform some level of segmentation.
Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors by Advent Software, Inc
January 2007 - (Free Research) In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. Systems that offer advisors the functionality they seek are often not affordable when considering the time and expertise required to properly manage a reporting system in-house. The answer, prospectively, lies in outsourcing.
Advent Portfolio Exchange Demo by Advent Software, Inc
June 2006 - (Free Research) Advent Portfolio Exchange represents Advent's next generation in portfolio management technology. Advent Portfolio Exchange is the first solution to combine the front office CRM functions of client servicing and marketing with the back office operations of portfolio accounting and reporting into a single platform. View the product demonstration.
Lending and Credit Solution Brief by ILOG Inc
April 2008 - (Free Research) This white paper discusses approaches for enabling greater product agility and efficiency in credit decisions, improving customer retention and attracting a higher number of new consumers.
Mobility Trends in Financial Services by Avaya, Inc
August 2008 - (Free Research) Research by Forrester on unified communications in financial services revealed that 50% of their employees are mobile 25% of the time during the work week. This paper explores what firms are doing to optimize their mobile workers’ performance.
Enterprise Personalization for the Insurance Industry by Exstream Software.
April 2008 - (Free Research) In today's highly competitive environment, providing timely and relevant policyholder communications is critical. Exstream Software's Dialogue enterprise personalization solution allows insurers to create, manage, and deliver the fu…
VUE Software: Insurance Commission & Incentive Compensation Management by CSSI.
VUE software delivers flexibility and automation to help solve the complexities of insurance sales commission and incentive compensation plans. VUE’s web-enabled incentive management solution reduces costs while driving accuracy and efficiency into your organization. This comprehensive solution offers the ease of a total solution from one vendor.
Azul Systems: Breakthrough Solutions for the Capital Markets by Azul Systems, Inc
February 2008 - (Free Research) With the Azul solution, companies have accelerated the deployment of their most demanding applications and are achieving greater throughput levels, delivering faster and more consistent response times.
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