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| All Resources by: |
| Advent Software, Inc |
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10 Matches |
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Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm
sponsored by Advent Software, Inc
 | White Paper: | Posted: 13 Aug 2009
| | Published: | 01 Jul 2009 | |
Summary: |
This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options.
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The Buyside and the Three Phase Evolution of Electronic Trading
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 26 Dec 2006 | |
Summary: |
The objective of this paper is to present the buyside with a framework
in which to understand the changes in the U.S. trading market, to offer a vision for the trading platforms that will support this new world and to explain why the future belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers.
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Rise of Dark Pools and Rebirth of ECNs: Death to Exchanges?
sponsored by Advent Software, Inc
| Analyst Report: | Posted: 10 Aug 2009
| | Published: | 03 Sep 2007 | |
Summary: |
This Impact Report examines some of the key trends within the U.S. ATS market, and provides clear categorizations of some of the platforms vying for market share. This Impact Report also provides U.S. equities market share estimates and future projections.
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Research Management Solutions: Bringing the Benefits of Automation to the Front Office
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 31 Dec 2008 | |
Summary: |
How does a firm or fund manager assess his/her research management
needs and choose the best solution? This document helps by identifying pain points in the research workflow that RMS must address, describing how RMS supports investment process and decision making, and highlighting key features to consider when evaluating RMS solutions.
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Data Conversion in a System Migration: Best Practices for Compliance and Continuity
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 01 Jan 2009 | |
Summary: |
This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion.
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Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 05 Jan 2009 | |
Summary: |
This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.
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SEC Exam Survival Guide: Prepare in 12 Steps
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 01 Aug 2008 | |
Summary: |
This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm.
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Best Practices in Reconciliation: A Practical Guide for Asset Managers
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 01 Jul 2008 | |
Summary: |
This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed.
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Advent Portfolio Exchange Demo
sponsored by Advent Software, Inc
 | Software Demo: | Posted: 10 Aug 2009
| | Published: | 01 Jul 2008 | |
Summary: |
Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing.
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Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 01 Jan 2006 | |
Summary: |
In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors.
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