The Critical Importance of Archiving in the Financial Services Industry
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. Click here
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BPM for Dummies
[ Source: IBM ]
August 2012-
Unleash the power of technology as a competitive advantage! Learn how your entire enterprise can become far more agile, helping you meet your goals with Business Process Management (BPM).
Download Business Process Management For Dummies, IBM Limited Edition, now and learn how BPM creates value through growth, improved performance, better productivity, higher staff effectiveness, and better customer service.
You discover why changing to BPM now makes sense for your organization, how ...
How To Build a Mission-Critical Data Center
[ Source: HP ]
May 2012-
Infrastructures must be able to quickly and cost-effectively adapt to evolving needs. Unfortunately, many companies cannot achieve this response with their current data center network architectures. The traditional three-tier model of access, aggregation, and core switching is an operational nightmare.
This white paper unveils a solution that streamlines the design of next-generation data centers to ensure the superior resiliency, performance, and agility that enterprise networks now require.
Sponsored by:<...
Avoiding the 8 Common Mistakes of Windows 7 Migration
[ Source: Dell/Microsoft ]
September 2011-
The recession put important things on hold for many organizations, like upgrading to new client systems. Now organizations such as yours are ready to upgrade and gain from better performance and efficiency by purchasing new laptops and notebooks with Windows 7 factory-installed.
Before you move dozens - or hundreds - of important business applications into a new environment, find out how other organizations tackled this challenge.
Download "Avoiding the 8 common mistakes of ...
Accountable Care and the Cloud: The Future of Medical IT
[ Source: Siemens ]
July 2011-
In this podcast, Dan Emig and David M. Hamilton of Siemens Medical explain how the cloud can help healthcare providers significantly improve business performance by shifting allocation of their limited budget and human resources away from lower-value back-office operations in favor of higher-value clinical and patient-facing services.
The cloud does this by 1) allowing healthcare IT organizations to leverage the economies of scale offered by shared, on-demand infrastructure and 2) providing turnkey access to state-of-the-art ...
Advanced Malware Exposed
[ Source: FireEye ]
May 2011-
This handbook shines a light on the dark corners of advanced malware, both to educate as well as to spark renewed efforts against these stealthy and persistent threats. By understanding the tools being used by criminals, we can better defend our nations, our critical infrastructures and our citizens. The "Operation Aurora" incident represents an example of how the threats have escalated, revealing how advanced malware is being used in a systematic, coordinated fashion to achieve ...
Creating a Timeline for Deploying Windows 7 and Eliminating Windows XP
[ Source: Dell/Microsoft ]
February 2012-
Windows XP support ends April 8, 2014. Therefore, organizations must decide when to begin their migration to Windows 7, set a target date to have Windows XP out and define the scope of the project.
This research paper reviews Gartner's key findings and recommendations for deploying Windows 7.
CISO Guide to Next Generation Threats
[ Source: FireEye ]
May 2011-
Over 95% of businesses unknowingly host compromised endpoints, despite their use of firewalls, intrusion prevention systems (IPS), antivirus and web gateways. This situation-the new status quo-results from criminals leveraging multiple zero-day vulnerabilities, commercial-quality toolkits and social media to perpetrate next-generation threats. These threats move "low and slow" and use several stages and channels to duck traditional defenses and find vulnerable systems and sensitive data.
Read this paper and learn how to regain the upper ...
8 Things That Could Affect Your Business IT Security In The Next Two Hours
[ Source: NETGEAR ]
August 2011-
Discover the secrets over-priced security consultants don't want you to know. Network security is not just about preventing a breach, it's about making every working day as productive as possible by preventing external threats.
Where should you start? Download this security brief and NETGEAR will show you the 8 things to do to improve your security posture right now.
Gartner Magic Quadrant for Enterprise LAN
[ Source: HP ]
May 2011-
Major LAN purchases and upgrades should not take place without a full competitive review. This Gartner Magic Quadrant reviews the strengths and weaknesses of the major players; including, Alcatel-Lucent, Avaya, Cisco, Extreme Networks, HP and Juniper Networks.
Structured Products in Wealth Management
[ Source: Tata Consultancy Services ]
October 2008-
This paper stresses the importance of having Structured Products as an asset class in the portfolio, or having it as a standalone product for the clients and the pros and cons of offering a structured product, for an Investment Bank or Asset Management Company.
The paper also discusses the key factors that would affect the investment banks, their target customers, challenges investment banks face, their growth opportunities and strategies.Finally, this paper discusses about a ...
Advent and Wealth Management Partners
[ Source: Advent Software ]
July 2010-
After considering several technology providers, Wealth Management Partners settled on Advent’s software suite. “An important factor in our decision was that we wanted to work with a provider that had sufficient size,” says Mr. Nienhaus. “There are a lot of small
software development companies in the marketplace, but at the end of the day you want to be sure the party you’re working with will be there in five years or ten years' ...
Advent Technology Supports Rapid Growth at Finnish Private Bank
[ Source: Advent Software ]
June 2010-
“We started with Advent because I had experience of the software at Mandatum Private Bank [currently part of Nordic banking conglomerate Danske Bank] where I was working before,” explains Taaleritehdas executive vice president and co-founder Karri Haaparinne. “So it was an easy decision to choose Advent, because I knew the Moxy® product and what it could do. And it’s a perfect match for how we do the asset management. Advent’s Moxy allows
us ...
Four starting points for effective IT project and portfolio management
[ Source: HP ]
April 2013-
This paper provides important insights into the root causes of project failures and misalignment with business unit expectations, along with possible solutions. It illustrates the path to optimized project and portfolio management from four different starting points, and provides step-by-step advice to help you reach new milestones quickly. It is intended to help you make the transition from managing IT projects to managing business outcomes.
Sponsored by:
Accounting Solution: Backbone of Investment Management
[ Source: SimCorp ]
August 2012-
Buy side Solvency at Risk
What does your firm own? What are your portfolios worth? How big is your exposure? Answers to these questions are key to managing your firm's solvency. However when 56% of the North American buy-side lack confidence in their current accounting systems; 30% admit it would take days or weeks to calculate exposure across all holdings; and 40% concede investments decisions are made using poor quality data; it's time to ask if ...
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 ...
Improving Post-Trade Efficiency
[ Source: Advent Software ]
December 2009-
While much has been made of the fragmentation of
liquidity and trade execution venues, little has been
said about the fragmentation of the post-trade environment—
a large and overlooked opportunity for
efficiency improvement. With trading technology
evolving to address execution challenges, it is time to
look at the entire trade lifecycle with the goal of
increasing efficiency and reducing operational risk in
trade settlement. This document discusses the issue,
identifies opportunities for improvement and outlines
...
Advent and Wealth Management Partners
[ Source: Advent Software ]
July 2010-
After considering several technology providers, Wealth Management Partners settled on Advent’s software suite. “An important factor in our decision was that we wanted to work with a provider that had sufficient size,” says Mr. Nienhaus. “There are a lot of small
software development companies in the marketplace, but at the end of the day you want to be sure the party you’re working with will be there in five years or ten years' ...
Advent Portfolio Exchange (APX) Is the "All-In-One Solution" for Wasmer, Schroeder and Co.
[ Source: Advent Software ]
July 2010-
APX is designed for use across multiple responsibilities in an organization. To protect sensitive data, it incorporates other security features including permissions and controls to restrict individuals to only those areas they need to perform their jobs and a comprehensive patented audit trail tool. “That was actually one of our other big drivers to APX,” says Josephine Haines, the firm’s chief operating and compliance officer. “It’s good to be able to restrict personnel ...
Advent Technology Supports Rapid Growth at Finnish Private Bank
[ Source: Advent Software ]
June 2010-
“We started with Advent because I had experience of the software at Mandatum Private Bank [currently part of Nordic banking conglomerate Danske Bank] where I was working before,” explains Taaleritehdas executive vice president and co-founder Karri Haaparinne. “So it was an easy decision to choose Advent, because I knew the Moxy® product and what it could do. And it’s a perfect match for how we do the asset management. Advent’s Moxy allows
us ...
Stralem Delivers Greater Investor Transparency with Advent Portfolio Exchange Analytics
[ Source: Advent Software ]
June 2010-
Stralem implemented Advent Portfolio Exchange (APX), the integrated,
enterprise-level portfolio management solution, in 2008. “We were looking for a fully integrated product with a CRM component,” Mr. Sebban says. “And APX offered built-in performance analytics functionality.”
New Moxy Functionality Streamlines Trading at Silver Bridge
[ Source: Advent Software ]
July 2010-
Silver Bridge Capital Management had experienced success with its combination of Advent Portfolio Exchange and Advent’s Moxy trade order management system. The Boston-based wealth manager welcomed the opportunity to help Advent fine-tune the latest version of Moxy. “All of our trading goes through Moxy right now,” explains portfolio analyst Joseph Powers. “We have a centralized trading desk, and we have six advisors that put trades into that desk. They all log into Moxy and ...
Rushmore Streamlines Trading End-to-End With Moxy
[ Source: Advent Software ]
July 2010-
As a client of Advent’s Axys® portfolio accounting system, and later Advent Portfolio Exchange® (APX), Rushmore knew where to turn for a trading solution. Advent’s Moxy trade order management system provides the firm with a single centralized hub for managing the entire trading process, from portfolio construction through execution and settlement. “Moxy has improved our trade order management significantly in terms of speed, breaking up block orders and reducing errors,” Mr. Vann reports. “...
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CAPITAL MARKETS: Asset Management, Compliance, Data Latency, Data Management, Data Security, IT Infrastructure, Operations, Risk Management, Wealth Management
INSURANCE: Architecture/Infrastructure, Claims, Customer Insight/Business Intelligence, Distribution, Management Strategies, Policy Administration & Management, Regulation/Financial Systems, Security/Risk Management
BANKING: Architecture/Infrastructure, Channels, Core Systems, Customer Insight/Business Intelligence, Payments & Cards, Regulation/Compliance, Risk Management/Security
ADVANCED TRADING: ATS/ECN/Dark Pool, Algorithmic Trading, Block Trading, Cross Asset Trading, Data Latency, Derivatives, Market Data, OMS/EMS, Trading Infrastructure/Technology, Trading Regulations/Compliance, Trading/Exchanges, Transaction Cost Analysis (TCA)
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