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Princeton Financial Systems Company and Product Information Page

600 College Road East, Princeton, NJ 08540, USA Contact Name/Title: Kelly O'Neill, Marketing Associate Email Address: [email protected] Web Address: www.pfs.com

600 College Road East, Princeton, NJ 08540, USA
Contact Name/Title: Kelly O'Neill, Marketing Associate
Email Address: [email protected]
Web Address: www.pfs.com

Company Background:
Princeton Financial Systems is a leading provider of investment management software systems and ASP services for institutional investors worldwide. Its flagship PAM® investment systems provide complete STP-ready front-to-back office functionality that can be licensed for in-house use or accessed via the Internet. Current clients include 335 investment managers, mutual funds/unit trusts, insurance companies, pension funds and banks with combined assets approaching US $3 trillion. The company is headquartered in Princeton, New Jersey USA, with offices throughout the United States and in London, Amsterdam, Brussels, Sydney, Singapore, and Toronto. More information about Princeton Financial Systems can be found on the Internet at www.pfs.com.

Company Executive Team:
James Russo, President and Chief Executive Officer; James Mayhall, Executive Vice President Sales, Marketing, Product Management; Richard Napoli, Executive Vice President, Applications Development; Scott Ferrante, SVP Client Services

Company Financial Performance:
Princeton Financial Systems is a wholly owned subsidiary of State Street Corporation. State Street employs over 16,400 people and serves customers in over 90 markets. With US $6.1 trillion in assets under custody and US $729 billion assets under management, State Street is one the world's leading specialists in serving institutional investors. State Street's common stock is traded on the New York Stock Exchange under the symbol STT.

Product Name & Description
The PAM family of investment systems include PAM for Securities, PAM for Mutual Funds, ePAM(tm), PAM for Mortgages, and PAM for Real Estate. PAM systems automate and integrate the entire investment process including portfolio management, compliance, analysis, trading, settlement, accounting, performance measurement and reporting. The system delivers comprehensive functionality. Including full multi-currency capabilities and provides NAV/unit trust and multiple-basis accounting built using component architecture that relies upon true state-of-the-art technology and an elegant graphical user interface.

Product Price Range:
Pricing structure based on number of users and/or funds.

Existing Clients:
Over 300 companies worldwide use PAM products, including CalPERS, The Mutual Group, American International Group (AIG), Aeltus Investment Management, Prudential, CitiGroup, INVESCO, MainStay Funds, Microsoft, Harvard Management Company, EquitiLink Australia, Swissca Portfolio Management AG, ING Canada, Mutual Of Omaha, Talvest Fund Management, and Winterthur Insurance Group among others.

Strategic Partners:
Microsoft, State Street Corporation, Bloomberg, Interactive Data Financial Times, Oracle, and the Depository Trust Company (DTC) among others.

Customer Support Provided:
Princeton Financial Systems prides itself on its reputation of providing the highest quality implementation and support. Our experienced team of experts is there to guide our clients every step of the way as they convert their existing system to PAM. From business process reengineering, to analysis of their current systems environment, to assistance with data conversion, to on-site training. Princeton Financial employs a unique two-tier support model that provides fast and accurate responses to all support requests utilizing a state-of-the-art support system providing on-line Problem Reporting, Research and Resolution. Our specialized client support teams are organized by industry and client type to assure that clients always reach someone familiar with their company on the very first call. We also have support teams comprised of business and system analysts with specific expertise in a number of functional areas, such as front office, mutual funds, investment accounting, operations, tax, and derivatives. And, a data center which is managed round the clock by professional technicians.

Upcoming Product Developments / Product Releases:
Princeton Financial Systems continually enhances its products and ships its service packs to clients every eight weeks. These service packs include new functionality, regulatory updates, and maintenance items.

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