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Best Practices

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The Evolution of Software

17th December 2014

It is vital that asset managers understand the comparative advantages and disadvantages of each software model when exploring new accounting, reporting, and reconciliation solutions. There are distinct advantages (and disadvantages) inherent in different solution delivery methods, and understanding the key structural components of each solution’s... read more
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Establishing Investment Accounting and Reporting Best Practices

16th December 2014

The complexity and uncertainty of today’s financial markets has placed tremendous pressure on the teams responsible for managing investment portfolios and the functions associated with them. At the same time, boards must be briefed and they expect all portfolio data to be accurate – at their convenience. With growing investment balances across... read more

Aligning Information Technology to Insurance Business

2nd December 2014

Company: JMR Infotech
This thesis has been written by Mr Parthasarathy Srinivasan who is currently the BU Head Insurance at JMR Infotech. The thesis had been compiled in 2011 for a submission to the Charted Insurance Institute, UK. read more
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Reconciliation Best Practice - What Asset Management Operations Need to Know

13th November 2014

Company: Watson Wheatley
This paper 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 with technology • Expert insight on outsourcing data... read more
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IDEAL INSIGHTS - Curated Content on all things BFSI, SaaS & Cloud

7th November 2014

As part of our award nominated new website we provide a section of curated global content from industry leaders in relation to the future of SaaS & cloud computing for the BFSI industry. Read white papers, thought pieces and the most up to date news on the advantages and challenges of adopting SaaS solutions in core banking through this link. read more

Bank of England statistical reporting: Providing you with an adaptable solution

6th November 2014

Company: AxiomSL
Do you need a trusted Bank of England reporting solution? AxiomSL’s statistical reporting submission solution has been recognized by the BOE since 2004 and can also be used for central bank disclosures in countries across the world. Our platform gives users complete control over establishing and maintaining reporting logic to any degree of... read more
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Reconciliation and Data Aggregation Best Practice

3rd November 2014

Company: Watson Wheatley
This paper from Watson Wheatley Financial Systems (WWFS) provides an outline statement of what we consider to be best practice with respect to the use of reconciliation software used by asset managers. It is not a description of any particular product, although our i-Recs and Importer products exhibit many of the characteristics described here.... read more
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Quantum leapfrogging

3rd November 2014

Company: GBST
At the world’s hotspot for market growth, many financial firms in Asia have recognised that new technologies can let them jump straight to best-practice and allow them to achieve extremely high rates of straight through processing (STP), lower costs and reduced operational risk. In this article, Donal O’Brien of GBST explains the latest trend... read more

Surge in Big Data will create a war for talent

29th October 2014

Company: Certeco
Surge in Big Data will create a war for talent read more
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