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Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors

by Advent Software, Inc

January 2006 - (Free Research) 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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Best Practices in Reconciliation: A Practical Guide for Asset Managers

by Advent Software, Inc

July 2008 - (Free Research) 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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Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm

by Advent Software, Inc

July 2009 - (Free Research) 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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Research Management Solutions: Bringing the Benefits of Automation to the Front Office

by Advent Software, Inc

December 2008 - (Free Research) 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

by Advent Software, Inc

January 2009 - (Free Research) 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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