OTC Fin announced the release of PAT DW (Portfolio Analysis Tool Data Warehouse), Version 3, which merges Funds of Funds and multi-asset security level data whereby providing increased transparency of portfolio holdings via its look-thru capability.
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Advent Software has signed a definitive agreement to purchase Black Diamond Performance Reporting LLC ("Black Diamond"), a provider of web-based, outsourced portfolio management and reporting platforms for independent advisors.
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With VestmarkONE, the entire breadth of the client relationship can be managed including discretionary and non-discretionary accounts, brokerage accounts, retirement accounts, trust accounts, and accounts held away.
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MathWorks announced a new portfolio optimization object in its Financial Toolbox forMATLAB, enabling portfolio managers and analysts to easily explore and construct portfolios.
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DataArt, a custom software development firm that builds advanced solutions for select industries, has completed a sophisticated risk control system for IPM Informed Portfolio Management AB, a leading European hedge fund.
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StatPro Group plc announces that Australian fund administrator FundBPO has signed a deal for Revolution, StatPro’s new cloud-based analytics suite.
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The UK based firm, which manages equities for a globally diverse client base of institutional investors, will use the system to support its portfolio accounting operations serving traditional and alternative funds.
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If you are buying technology, RFPConnect is the place to meet the companies
that are selling it. RFPConnect provides templates for buyers to issue Requests
for Information (RFIs), Reguests for Proposals (RFPs) and Requests for Quotations
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If you are selling technology, RFPConnect is the place to showcase your applications
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version upgrades, mandates won and other news about the company. Last but not least,
the RFP Exchange is a source of new business opportunities in the private and public
sectors.
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link on the right hand side of this page and follow the registration procedure.
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PriceMetrix is a software firm that helps retail wealth management firms and their advisors optimize selling efforts, manage clients, identify growth opportunit ...
Steve Husk, CEO of FRSGlobal, discusses the factors financial institutions are faced with in order to equip themselves against the current regulatory environment.
The adoption of IFRS for Canadian companies is in full swing. As of January 1, 2010, Canadian companies are required to file financial statements under IFRS. Although Canadian GAAP and IFRS are similar, there are three main differences that have posed a challenge for companies: effectiveness testing, hedge accounting eligibility, and fair value measurement. While not an exhaustive list, these issues have posed the greatest challenge for Canadian corporations during the first quarter of 2010. The following paper clarifies some of the differences in hedge accounting between Canadian GAAP and IFRS and shares best practices for hedge accounting to help Canadian corporations navigate through the transition.
With this Spring 2010 Edition of the Phone System Comparison Chart quickly see differences between brands like Avaya, Mitel, Cisco, ShoreTel, 8x8, Panasonic, etc and compare over 94 phone systems by 52 brands for small to big business.