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Products by Isis Financial Systems

Available from: Isis Financial Systems
In today’s competitive, client-driven investment environment, new products are introduced frequently. Investment accounting software must be flexible enough to easily accommodate changes and...Read More
Available from: Isis Financial Systems
Portfolio Management Tools
Portfolio Modeling: Reliable portfolio-management tools are essential to making accurate and timely decisions for your clients. With Isis Financial Systems’ Investment...Read More
Available from: Isis Financial Systems
One of the defining factors in the selection of a portfolio management system is it enables a manager to set and meet performance goals, while also staying within investment compliance and...Read More
Available from: Isis Financial Systems
Portfolio managers searching for new solutions often put a powerful, flexible reporting engine at the top of his/her wish list. IMS’ flexible reporting capabilities are designed to meet the most...Read More
Related Research You May Be Interested In
Toward Best Settlement: Improving Post-Trade Efficiency
Over the past several years, the trading world has evolved dramatically to meet the demands of an ever-increasing volume of trade with new trading arenas and more efficient execution processes.  ...Read More
Over the past several years, the trading world has evolved dramatically to meet the demands of an ever-increasing volume of trade with new trading arenas and more efficient execution processes.

With all this attention being given to the front portion of the trade lifecycle, little has been done to refine the post-trade processes necessary for settlement. The three processes that comprise the gap between execution and settlement are; broker notification, custodial and prime brokerage notification, and back office processing. These processes represent the next great opportunity for improving the efficiency of the trade lifecycle.

Discover the benefits of a fully streamlined trading life cycle and how Advent technology is endeavoring to shut the gap between the execution and settlement of a trade.

Overcoming the hurdles of fixed asset management
Controlling fixed asset information and extracting the data needed for tax and reporting purposes can often come with many challenges. These hurdles may be caused by lack of a proper functioning asset ...Read More
Controlling fixed asset information and extracting the data needed for tax and reporting purposes can often come with many challenges. These hurdles may be caused by lack of a proper functioning asset management system or the need to update processes to reflect changes in the organization’s environment. This white paper will explore the challenges presented by fixed asset management, how to evaluate current processes, and how specialized systems can offer solutions.

Transparency in Treasury Management: A Guide to Counterparty Risk Exposure
Significant global market changes now require treasury departments to re-examine approaches to measuring and
mitigating risks.

By: FINCAD | Published: 3/4/2010View all white papers by FINCAD
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