Wilshire Associates Company and Product Information Page

Wilshire Associates

1299 Ocean Ave., Santa Monica, CA 90401-1085
Contact Name/Title: Daniel E. Anderson, Vice President & Principal
Phone Number: (310) 260-6621
Email Address: [email protected]
Web Address: www.wilshire.com

Company Background:
Since its founding in 1972, Wilshire Associates has grown to become a leading provider of investment technology, consulting, and asset management services to the institutional investment management and fund sponsor communities. The Quantum Series is Wilshire’s flagship investment technology software product offering, providing investment accounting, performance measurement, performance attribution, risk management, marketing and client servicing support for single and multi-currency portfolios. Today, Wilshire provides technology tools to over 300 institutions worldwide.

Company Executive Team:
Robert J. Raab, Jr. Senior Vice President & Principal,
head of Wilshire Analytics division
Cecelia Loo, Vice President & Principal,
the Wilshire Abacus product manager
Francois Cosse, Vice President, leader of product development team

Company Financial Performance:
Wilshire is a privately held company and as such financial statements are not disclosed

Product Name & Description:
The Wilshire Abacus
Abacus is a robust multi-currency investment accounting and performance measurement system. Employing client/server architecture and a relational database engine, Abacus delivers superior back office functionality including DTC and automated reconciliation capabilities. A custom text and graphical report writer enables easy access to transaction, holdings and performance data.

Product Price Range:
Please contact Wilshire for prices

Existing Clients:
Confidential

Further Information
For further information about either the Wilshire Abacus or any of the other desktop products of the Wilshire Quantum Series, please contact your Wilshire Quantum Series marketing representative in Santa Monica at 1.310.260.6621, in New York at 1.212.308.9500, in London at 44.171.814.7355, or via e-mail at [email protected].

Strategic Partners:
Abacus is capable of interfacing with virtually any data vendor, trading or analytic system provided that the third party system is able to export the required data in a consistent ASCII file format.

Customer Support Provided:
Abacus is delivered with a full range of client support. Conversion from the client’s existing system, software installation and an initial on-site training session is provided. Frequent on-site follow up visits, unlimited phone support and client conferences are also included in the annual retainer fee.

Upcoming Product Developments/Product Releases:
Two significant enhancements are planned for release during the next 3-6 months:
1. Enhanced report display capabilities: New report display capabilities will be added to the Abacus custom text and graphical report writer. These capabilities will include the ability to define text font size, style and color. Further, the both text and graphics may be commingled on a single page.
The Wilshire Omega: Trade order management will be delivered through the Wilshire Omega. The Wilshire Omega will be completely integrated into both the Wilshire Abacus and Wilshire’s other analytic products. Compliance, order tracking, block trade allocation and portfolio rebalancing will be available within Omega.