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PRINCETON, New Jersey – October 24, 2008 ‐ Princeton Financial
Systems LLC, a subsidiary of State
Street Corporation and a leading provider of portfolio management and accounting solutions for global
institutional investors, is pleased to announce the addition of a large Family Office located in the San
Francisco Bay area to its client base.
The recent selection of PAM® for Securities highlights the continuing momentum in the Family Office
segment of the Princeton Financial System’s client base. Family Offices have a unique blend of
requirements for Tax and GAAP investment accounting, multiple legal entity management, an array of
investment structures, on demand reporting and prime broker integration. PAM for Securities provides
an excellent functional fit for the growing Family Office market.
About Princeton Financial Systems, LLC
Princeton Financial Systems is a leading provider of portfolio management and accounting systems for
global institutional investors. Its flagship PAM
investment management systems are leading
accounting solutions used worldwide by over 300 leading investment managers, insurance companies,
mutual funds and unit trusts, pension funds, hedge funds, endowments, banks, and corporations, which
manage combined total assets of over $5 trillion. Princeton Financial has offices located in the United
States, Canada, United Kingdom, the Netherlands, Australia, and Singapore. For more information, visit
Princeton Financial’s website at
www.pfs.com.
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