Whitepapers

Four Mistakes to Avoid When Choosing an Outsourcing Provider

31st July 2015

Company: SS&C
Outsourcing middle and back-office functions can have a substantial impact on a financial services firm’s operational cost and ability to execute investment strategies. As a result, outsourcing adoption has been steadily growing since the market crash in 2008 with no signs of slowing down. As investment managers focus on transparency and... read more
/collatthumbs/6851.jpg

Data Services: How to Keep the Lifeblood Flowing

23rd July 2015

Company: SS&C
Data may not be the answer to life, the universe and everything, but to financial services firms it is close. Accurate, timely and comprehensive data fuels investment managers’ ability to make reasoned and appropriate trading decisions, enhance performance and effectively manage risks. read more
/collatthumbs/6849.jpg

CRM and the RIA: Unlocking the Full Value

23rd July 2015

Company: SS&C
Wealth managers and advisory firms that use a CRM system often consider it their core technology and a strategic advantage —especially when it is integrated with the portfolio management system. read more
/collatthumbs/6848.jpg

Delivering the Complete Wealth Picture

23rd July 2015

Company: SS&C
The digital client experience is becoming critical to a successful wealth management engagement. This paper examines the changing landscape and the technology available today to help advisors get ahead of evolving client expectations. read more
/collatthumbs/6835.jpg

Globalization: Overcoming the challenges of entering new markets

15th July 2015

Company: SimCorp
This paper investigates the various models for investment firms expanding into new markets and the many challenges that must be overcome. There is no ‘one-size-fits-all’ approach to globalization - what may work for one firm, may not work for another. This paper takes a holistic approach to globalization and offers some insight to firms in the... read more
/collatthumbs/6782.jpg

Legacy Systems The elephant in the room

26th June 2015

Company: SimCorp
If you are confronted with the decision of whether to continue finding manual workarounds to your outdated legacy infrastructure, making the move to a state-of-the-art investment management system, or outsourcing, then read this white paper to learn more. Decide on the best way forward with your IT infrastructure, based on research and insights... read more

Seven Signs You've Outgrown Your Treasury Management System

24th June 2015

Company: Calypso
Growing Banks Grapple With Complex Treasury Challenges . By upgrading to a unified treasury management system, banks can better manage funding and risk, respond more quickly to market and regulatory challenges, and generate significant operational efficiencies. For many banks, it could be time to make a change. read more
/collatthumbs/6641.jpg

iQrepos - icubic’s Electronic Repo Trading Solution

5th May 2015

The basic concept behind iQrepos is simple – to optimally utilise the full potential of electronic repo trading. This goal is achieved by combining all relevant information required for the creation and execution of a repo trade into one application. The trader is presented with an integrative front-end system containing all functions. read more
/collatthumbs/6640.jpg

iQderivatives - The High Performance Solution for Electronic Derivatives Trading

5th May 2015

iQderivatives enables efficient derivatives trading through the integration of derivatives pricing and quoting on electronic markets and information platforms. Exchanges, such as Xetra or Eurex, deliver the data required for the calculation of the derivative prices. The open architecture of the icubic system makes an easy integration into an... read more
/collatthumbs/6639.jpg

iMarket - Efficient Trading in D2C

5th May 2015

iMarket features an STP platform which provides a seamless connection between clients, sales and trading. The iMarket system is an ideal combination of an electronic trading plat-form and a CRM tool. iMarket’s strongest feature is its open architecture, which allows it to be easily integrated into existing system landscapes. read more