Better Investment Management by Software Solutions

portfolio accounting

Research reports are produced by a variety of sources, ranging from market research firms to in-house departments at large organizations. But, in the investment industry, the term usually refers to “sell side” research, or investment research. Such research is distributed to the institutional and retail clients of the brokerage that produces it. Research produced by … [Read more…]

Finding Your Right Fund Accounting Software Fit

fund accounting software

One of the most challenging tasks you could face in your professional career is selecting an accounting software package that matches the needs of your client or company. The product must be just right; it shouldn’t contain more features than you need since it might to its cost and makes it more complicated and difficult … [Read more…]

Setting Up Organized Folders in Your Asset Manager System

asset manager system

Based on asset manager system experience that uses folder structures, here are some tips on setting up folder structures that will help you and your team work more efficiently. These tips will be helpful whether or not you are using an asset manager system. Use the following techniques to get started with new folder hierarchies … [Read more…]

Understanding Investment Management


  Investment management refers to buying and selling of investments within a portfolio. This holds a major role in the life of business funds, stocks and assets of the company since it includes banking and budgeting duties, as well as taxes. It involves sophisticated trading techniques involving derivatives and alternative investments. More often, it refers to … [Read more…]

Regulatory Information Management Solutions


For pharmaceutical companies it is vital to be in control of regulatory affairs information. But factors like widespread locations, the rapidly rising amount of data and the need to be responsive to regulations are making it hard to meet the goal of the regulatory management system. It is also required for the regulatory affairs organization … [Read more…]

The Accountability of Fund Accounting

fund accounting

Fund accounting is a system emphasizing accountability rather than profitability. Non-profit organizations and governments often use this system. Here, the fund is a self-balancing set of accounts, segregated for specific purposes in accordance with laws and regulations and set with limitations. Fund accounting is often linked with investment accounting, portfolio accounting or securities accounting. Synonymously, … [Read more…]

Top Methods Used for Investment Accounting


 Different asset classes have different ways to account for the value of their assets. Because any asset can be put on several users, it is important to use perspective in deciding how the investor intends to use the asset. It is in the use of an asset that gives it different values that the market … [Read more…]

Essential Insurance Risk Management Tips for Brokers

insurance risk management

There are so many factors that brokers should consider when it comes to improving insurance risk management in their firm. Below are some key suggestions for reducing your exposure to professional indemnity claims. To ensure good insurance risk management, make sure that you are aware of, and comply with, all your regulatory requirements when conducting … [Read more…]

Looking into the Next Frontier for Post Trade Processing

post trade processing

As financial institutions strive to do more with less, we can expect continued emphasis on eliminating manual post trade processing to enhance efficiency and reduce risk. Increasing automation and transparency is a top priority these days, as organizations continue to work toward a holistic and real time view of their counterparty risk and exposure to … [Read more…]