Data Visualization Tools Help Traders Achieve Best Execution in Today’s Ultra-Fast Moving Markets [ Source: Panopticon Software ]
May 2008- Security traders today face two major challenges: the markets in which they operate have become highly complex and ultra-fast, while at the same time the fiduciary duty of best execution is viewed more seriously than ever. Wayne Wagner explains how data visualization applications help traders achieve best execution by informing them of developing situations quickly enough to prevent sub-standard executions. Advanced data visualization software platforms have emerged in recent years as solutions to the “needle ...

How's Your Data Health? [ Source: GoldenSource ]
April 2008- Using the analogy of a health check to determine the good working order of the body, this paper discusses how data metrics can play a key role in raising awareness among senior executives of the direct correlation between poor quality data and data processes and the financial performance. Understanding the detrimental impact of data helps ensure that the momentum for data management projects is maintained and sustained.

Merrill Lynch: Delivering on the Promise of Total Merrill [ Source: Exstream Software ]
June 2008- Merrill Lynch Financial Advisors counsel clients on a broad range of diversified financial solutions. Listening to feedback from clients, the Merrill Lynch marketing department recognized the value in creating a consolidated statement that shows how all of these solutions work together, with the ultimate goal of demonstrating what is possible from a Total Merrill relationship. Total Merrill refers to the broad range of advice and guidance delivered by an FA for investments, retirement, banking, credit ...

The Power of Real-time Continuous Intelligence with ESP [ Source: Sybase ]
January 2012- ?This free white paper shows you how leading financial services companies are reaping the benefits of Continuous Intelligence by converging on the right information, and instantly acting upon relevant signals to gain a competitive advantage.

The Critical Importance of Archiving in the Financial Services Industry [ Source: ARCMAIL ]
November 2011- This white paper discusses the requirement for financial services firms to retain content of various types, and it discusses what organizations should do to satisfy these obligations. It also provides a brief overview of ArcMail, the sponsor of this white paper and a leading provider of archiving systems.

Enterprise Technology Strategies for an Increasingly Dynamic Market Data Management Environment [ Source: Bloomberg ]
March 2011- There is increasing demand for enterprise market data management services that integrate real-time data sets, open technology, and a robust and proven network and data delivery infrastructure. Bloomberg is committed to provide a market infrastructure that can seamlessly integrate with clients' systems. Bloomberg has created a modular set of offerings that allow clients to execute on the vision of integrated, enterprise-wide market data management architecture.

This paper explores how clients can leverage these ...

Managing Risk and Exposure in the New Regulatory Environment [ Source: SunGard Financial Systems ]
October 2010- As financial services firms and regulators analyze current approaches to internal and systemic risk management, data management has become an important element. If a firm can’t collect and aggregate key data – down to the transactional level – then the value of any risk management strategy is reduced and reports may not be accurate. Firms need the right models, flexible systems and access to up-to-date data on an ongoing basis. This new white paper from SunGard ...

Cost Basis Reporting Readiness [ Source: Advent Software ]
August 2010- Although the requirement affects issuers of 1099s directly, many investment advisors include cost basis and capital gain information on their statements to clients, and investors have historically relied on the advisor for tax preparation. Advisors who continue this practice must be sure their cost basis calculations are accurately reconciled with those of their custodians as it is likely that investors will contact their advisors (rather than custodians) if they have questions or concerns. Expect a ...