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: July 10, 2008 | Published: January 1, 2006


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

WHITE PAPER - This whitepaper examines the usage of wireless handheld devices within the US Retail Brokerage industry with a focus on financial advisors.
Posted: May 4, 2007 | Published: September 1, 2006


Topics:  Application Deployment | Financial Applications Software | Financial Services Industry | Handheld Devices | Mobile Device Management | Wireless Applications Software | Wireless Computing

WHITE PAPER - This paper presents the buyside with a framework that offers a vision for the trading platforms. This framework explains why the future of trading belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers.
Posted: February 2, 2007 | Published: January 1, 2007


Topics:  Electronic Funds Transfer | Electronic Marketplace | Financial Applications Software | Financial Transaction Processing | Investments | Online Trading (Securities) | Order Management Systems | Portfolio Management (Finance) | Regulatory Compliance | Securities Industry

WHITE PAPER - The Financial Services Industry pervades the entire IT industry. This guide gets you up to speed on essential financial areas such as Regulatory Compliance, Business Continuity, Financial Reporting, and Financial Management.
Posted: January 22, 2006 | Published: January 10, 2006


Topics:  Financial Applications Software | Financial Management | Financial Service Providers | Financial Services | Financial Services Industry | Financial Systems | Money Laundering | Sarbanes-Oxley Act of 2002 | Sarbanes-Oxley Compliance