Best Practices

Get the Market Data You Need Without the Headaches Market data is the lifeblood of your investment process. Getting exactly the data you need in the format you need does not have to be a time-consuming and expensive proposition. With cloud market data from Xignite, you can quickly access broad sets of real-time, historical and reference data... read more

What You Should Know About the IPO Process and Data You will get a quick review of the IPO process to help you understand how to use the data most effectively in applications, websites, and front-, middle- and back-office functions. This Xignite Solution Brief provides: Overview of key players in IPO process and their roles Review of IPO process... read more

What You Should Know About Mutual Funds, ETFs and UITs You will get a quick review of funds to help you understand how to use the data most effectively in applications, websites, and front-, middle- and back-office functions. This Xignite Solution Brief provides: Overview of funds Review of four types of funds – mutual, open-ended, ETFs and... read more

FX dealing presents huge opportunities to the mid-tier. But a lack of IT resources puts many of these firms at a technological disadvantage. In order to compete, mid-tiers need access to deep liquidity and tight spreads, low latency connectivity, and sophisticated smart order routing to support risk management. In this article, smartTrade's CEO,... read more

Whether it is smarter to build a trading system from scratch and therefore keep intellectual property in-house, or it is better to grab an off-the-shelf system and get started, is the dilemma that keeps techies awake at night. We created this build and buy decision guide based on what is relevant to consider when making important decisions. read more

Purchasing Cards (P-Cards) are issued to employees responsible for making purchases or payments on behalf of their employer. Suppliers accept P-Cards for payment, utilizing the existing credit card infrastructure for payment processing. Transaction data is captured by a supplier’s point-of-sale (POS) system and transmitted through the card... read more

How can wealth and asset management firms satisfy the Client Service Manager’s desire for best practice client reporting as well as the IT Manager’s need to reduce costs? Wealth and asset management firms are seeking new and innovative ways to improve client service, cut costs and adapt quickly to changing business conditions. Best practice... read more

It is crucial for treasury to have complete visibility into cash, liquidity, forecasting, and risk exposures. Knowing where you are now and what is in front of you helps ensure a smooth journey. In finance, visibility enables a similarly smooth journey of effective risk management decision-making. In our 1-hour webinar, the panel discussed key... read more

This joint paper is based on an earlier piece by Duncan Wheatley and provides an outline of what we consider to be reconciliation best practices for asset managers and functional requirements needed to support these practices. • Best practices for asset managers in the reconciliation process • Functional requirements to support these processes... read more