Commonwealth Advisors will leverage ePAMÃ¢ to manage their $600 million portfolio, including fixed income and hedge fund strategies. ePAM will integrate into the Trade Order Management System and provide web-based enterprisewide reporting.
âGiven our complex requirements, particularly in ABS/MBS investments, our thorough evaluation of the vendor landscape identified only a few potential systems that were able to meet our needs. ePAM was the clear functional leader, and we were very impressed by Princetonâs record of successful implementations and client support model,â said Jerry Warrington, Chief Operating Officer for Commonwealth Advisors. âePAMâs open and modern technology platform was key for interoperability with our other systems.â
âePAMâs depth of investment coverage and technology architecture provide Commonwealth Advisors with not only the key functionality they require , but a world class ASP delivery model â said Lorne Whitmore, Vice President of Global Sales for Princeton Financial. âWe are very pleased that Commonwealth has decided to join the many other asset management firms who have embraced the advantages of Princeton Financial Systemsâ best of breed hosted solutions.â