Alpha Theory Includes Prime Brokerage Integration in the Newest Release of Its Decision Process Tool

27 August 2008

Alpha Theory presents its newest product release that includes many new features based on customer requests. The Alpha Theory user community is instrumental in helping to develop the next generation of portfolio management software. Some of the enhancement highlights include:
1. Goldman Sachs prime brokerage integration - automatically update position information.
2. Export to Excel - one click export of data to Excel.
3. Scenario Templates - create custom templates to standardize scenario entry.
4. Data Import - large quantity position, scenario, and notes data can be imported by the Alpha Theory Support team.
5. Asset search enhancement - search by Ticker or Asset Name.
6. Reconcile Messages - notification of research / position size discrepancies in the portfolio upon initial log-in.

“Prime brokerage integration is a major advancement for Alpha Theory and removes one of the largest sources of friction for our customers,” says Cameron Hight, President of Alpha Theory. “Position sizing is critical to success and Alpha Theory’s Fundamental Portfolio Optimization is quickly becoming a standard for fundamental managers.”

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