Eagle Investment Systems enables financial Institutions to grow their assets by creating operational efficiencies and delivering awardwinning solutions for data management, investment accounting, and performance measurement and attribution, supported by an unparalleled level of service. Eagle deploys its solutions via a secure private cloud, Eagle ACCESSSM, which hosts and provides on-going support of the applications and systems infrastructure, reducing complexity and risk. Eagle Investment Systems LLC is a subsidiary of BNY Mellon.
Additional information is available at www.eagleinvsys.com.
45 William Street, Suite 200
Wellesley, MA 02481
781 943 2200
Contact: Robert Leaper, Head of Global Sales & Marketing
Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting solutions to the global investment industry.
Our solutions are used worldwide by over 430 leading investment managers, custodians, insurance companies, pension funds, hedge funds, and banks in more than 40 countries. Seven of the world’s biggest global custodians monitor investment compliance with MIG21 powered by its LawCards suite of rule libraries for global compliance.
The PAM family of systems support the accounting needs of over 370 institutional investors relying on PAM’s unmatched depth in accounting capabilities as well as its fl exibility to support a wide variety of instrument types and adapt to changing accounting and regulatory requirements. MIG21, our investment compliance and risk monitoring solution, optimizes and automates pre-trade and post-trade compliance checking, the administration of regulatory, prospectus, and internal investment guidelines along with the consequent resolution workfl ows.
LawCards, an add-on service to MIG21, are predefi ned rule libraries offering clients the content expertise of all major jurisdictions including the SEC Investment Company Act of 1940, Singapore and Hong Kong investment law, UCITS IV and non-UCITS, Sharia compliance, and even substantial shareholding reporting. Accompanied by our Compliance newsfeed LawCards provide expert guidance in creating and maintaining a compliance framework which meets all regulatory requirements.
DVS Fund Warehouse is Princeton Financial Systems’ platform for data management, reporting, and analysis purpose-built for the investment industry. DVS Publisher Suite automates reporting processes for factsheet production, client and regulatory reporting as well as statutory reporting.
Princeton Financial Systems, headquartered in Princeton, NJ, has offi ces located throughout the United States, Canada, France, Germany, the Netherlands, Switzerland, the United Kingdom, Malaysia, and Singapore.
For more information, visit our website at www.pfs.com.
600 College Road East
Princeton, N.J. 08540
Contact: Steve Chance, 609-987-2400, firstname.lastname@example.org
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM - Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. The company’s mission is to provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.
INDATA provides software and services to a variety of buy-side clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from approximately $25 Million to over $80 Billion across a variety of asset classes (i.e. equity, fixed income, etc.) both domestic and international.
What these organizations have in common is a desire for the latest technology - not only for today but for tomorrow. What sets INDATA apart is its single-minded focus on increasing operational efficiency as part of the technology equation.
115 E. Putnam Avenue, 2nd Floor
Greenwich, CT 06830
Contact: Sylvia Morgan, Marketing Communications Manager
SS&C PORTIA provides a complete middle-to-back offi ce solution that allows investment managers to track and manage the day-to-day activity in investment portfolios and funds. Offered on a deployed and hosted basis, PORTIA solutions support a broad range of functions including corporate action processing, internal reporting, client reporting, regulatory reporting, performance measurement and attribution and post trade compliance. PORTIA is the choice of investment managers in over 40 countries who manage assets totaling more than US $10 trillion.
In addition to offering world-class software solutions, SS&C PORTIA provides fl exible and customized business process outsourcing. PORTIA Outsourcing Services allow asset managers to outsource some or all of their middle-to-back offi ce and achieve operational excellence and scale as they grow and expand their business.
PORTIA supplements its product offerings with global implementation services consulting expertise, as well as world-class support for its global client base. To achieve effi ciencies across the entire middle to-back office, start with a solution that’s reliable, secure and proven – PORTIA. Visit our website below to learn why the world’s largest asset managers prefer SS&C PORTIA solutions.
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA's iPM - Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. The company's mission is to provide clients with cutting-edge technology products and services to increase operational efficiency while reducing risk and administrative overhead. INDATA provides software and services to a variety of buy-side clients, including asset managers, registered investment advisers, banks and wealth management firms, pension funds, and hedge funds. Assets under management range from just under $1 billion to more than $100 billion across a variety of asset classes (e.g., equity, fixed income, etc.), both domestic and international. What these organizations have in common is a desire for the latest technology — not only for today but for tomorrow. What sets INDATA apart is its single-minded focus on increasing operational efficiency as part of the technology equation.
115 E. Putnam Avenue, 2nd Floor
Greenwich, CT 06830
Sylvia Morgan, Marketing Communications Manager
The Most Widely Used Trade Order Management SystemWith more than 800 clients worldwide, Advent's Moxy(R) is the No. 1 trade order management system and sets the standard for streamlining trading workflow. Moxy's intuitive views of critical data expedite investment processes by providing a single, centralized location for order management decision making and execution. From portfolio construction through settlement, Moxy's powerful workflow advantages extend beyond the trading desk to the entire firm. Moxy offers enhanced functionality and architecture to meet the needs of the largest institutional and high-net-worth (HNW) asset managers. Moxy's industry-leading advantages include:
Improved Trading Performance and Enhanced WorkflowMoxy's blotter customization gives traders access to real-time data on the trade screen and more capabilities to work the way they want, allowing them to focus on the market and their trades. Consolidated group trading provides streamlined portfolio and fund construction for groups of accounts. Commission management functionality enables better intraday broker commission targeting and reporting. Additionally Moxy supports trading and compositional restrictions to ensure compliance with the firm's investment strategies.
Black Mountain Systems, founded in 2007, is an independent financial software development firm that has developed innovative solutions for institutional investment managers. Everest, Black Mountain Systems' award winning proprietary front office software solution, is tailored specifically to individual client needs. Everest delivers a superior trade order management and compliance system, credit analysis tools, easy-to-use portfolio management and reporting, and a data warehouse solution to institutional investors in syndicated loans, high yield and municipal bonds, derivatives and other alternative investments. With Black Mountain's partnership with Gamma Three Trading, Everest is also equipped with a powerful FIX engine, adding real-time integration with electronic trading execution platforms to its long list of capabilities. Most recently, Black Mountain unveiled Everest Mobile, allowing customers to manage and execute decisions by accessing Everest data, including credit related reports and attachments, from any modern mobile device. Black Mountain currently has 31 clients, consisting of many of the world's preeminent hedge funds, private equity firms, investment managers and banking firms, who manage approximately $500bn in assets on the Everest platform. Everest's services give analysts, traders and portfolio managers the workflow management and business intelligence tools necessary to quickly and efficiently navigate and analyze information critical to the investment process.
12520 High Bluff Drive, San Diego, CA 92130
Contact: Andy Horwitz, Co-CEO, 646-400-0715, email@example.com
Asset and Investment Manager (AIM) For buy-side institutions, hedge funds, and proprietary trading desks, Bloomberg Asset and Investment Manager (AIM) delivers global, multi-asset solutions for front-end portfolio, trading and middle & back office operations. Bloomberg AIM offers an integrated suite of solutions including: decision support and portfolio management; pre-trade, post-execution, and end-of-day compliance; order management, electronic trading and execution; and post-trade matching settlement, reconciliation, portfolio accounting, performance measurement, and data aggregation and reporting. With AIM, you can manage your portfolio and risk, optimize your workflow, enhance compliance, and lower operational risk.
Charles River Development provides fully managed solutions including software, hosting and data services to automate front- and middle-office investment operations for buy-side firms. SaaS solutions and on-premises software support portfolio management, compliance and risk monitoring, order and execution management, access to global liquidity and post-trade processing. The company has more than 330 clients in over 40 countries in the institutional asset and fund management, alternative, wealth management, insurance, banking, pension and custody markets.
7 New England Executive Park
Burlington MA 01803
+ 1 781 238 0099 telephone
+ 1 781 238 0088 fax
APAC: Beijing - +86 10 8520 0074/0075
Melbourne - + 613 8628 0100
Singapore - + 65 6435 8011
Tokyo - + 81 (0)3 3507 5783
London - + 44 (0)20 7397 6800
ConvergEx's Eze Castle Software has been a leading provider of global technology solutions that automate the investment process since 1995. The Eze OMSTM, a global, multi-strategy order management system, leverages a real-time, service-component architecture to streamline the investment cycle for all asset classes - from idea generation through settlement.
With offices in Boston, Chicago, Hong Kong, London, New York, San Francisco, Singapore, Stamford, and Sydney, Eze provides over 400 clients with a global support model and a personalized, partnership approach towards client service.
The Eze OMS provides functionality to support: Portfolio Management, Compliance, Trading, and Operations.
12 Farnsworth Street, 6th Floor
Boston, MA 02210
A.J. De Rosa, Managing Director, Co-Head of Global Sales
Michael Hutner, Managing Director, Co-Head of Global Sales
SunGard's Valdi is a suite of electronic trading solutions for equities and listed derivatives. Valdi offers fully automated or high touch order management, trade execution and liquidity management; pre- and post-trade risk and compliance; and market data. With a suite of hosted services and connectivity to the SunGard Global Network (SGN), Valdi helps customers cost-effectively execute trades across multiple platforms, instruments and geographies. For more information, please visit www.sungard.com/360trading.
680 East Swedesford Road
Wayne, PA 19087 USA