WHITE PAPER - This report provides five options for firms who want to move forward with carve-outs under the new "actual cash" requirement and the pros and cons associated with each.
Posted: January 4, 2010 | Published: January 4, 2010


Topics:  Accounting | Accounting Industry | Global Economy | Investments | Management Service Providers | Performance Testing | Portfolio Management (Finance) | Strategic Planning

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: August 10, 2009 | Published: July 1, 2008


Topics:  Asset Management (Finance) | Best Practices | Budgeting | Customer Service | Market Trends | Portfolio Management (Finance) | Risk Assessment | Risk Management | Workflow Management Coalition

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: August 10, 2009 | Published: August 1, 2008


Topics:  Audit Trails | Best Practices | Compliance (Finance) | Disaster Recovery | Documentation | Information Management | Portfolio Management (Finance) | Regulations | Risk Assessment

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: August 10, 2009 | Published: January 5, 2009


Topics:  Asset Management (Finance) | Business IT Alignment | Financial Management | Financial Reporting | Financial Services Industry | Order Management Systems | Portfolio Management (Finance) | Workflow Software

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: August 10, 2009 | Published: January 1, 2009


Topics:  Business Continuity Planning | Business Intelligence | Compliance (Finance) | Compliance Best Practices | Data Migration | Investments | Portfolio Management (Finance) | Reporting Software

WHITE PAPER - Read this white paper to learn about the Sun GlassFish Portfolio open web application platform that provides business with innovations from leading open-source communities, packaged in a solution that offers flexible subscription-based pricing and enterprise-class support.
Posted: May 15, 2009 | Published: February 1, 2009


Topics:  Governments | Health Care Applications Software | Open Source | Open Source Software | Portfolio Management (Finance) | Portfolio Management (IT Management) | Server Management | Telecommunications Software