Kategoriarkiv: B2B


Compliance Management Software

When you drive a car or solve an accounting problem, you observe traffic laws or accounting standards. When you dine in a five-star restaurant, social grace is expected of you. Wherever you go or turn your head, rules are there and will always be around be it a simple guideline or the law of the land. And if anyone goes against the rules, punishment awaits.

It is no different with corporations and companies. They follow and comply with rules as mandated by authorities such the Securities and Exchange Commission and the Government. Penalties include payment of interest worth of millions of money or cancellation of permit to operate, are imposed to avoid non-compliance.

Of course, no one likes to be penalized. The answer to the compliance problems that companies are facing is the Compliance Management Software. For starters, this compliance management software helps to guarantee that investments are in compliance with the terms set by clients and, more importantly, by the authorities.

In addition, compliance management software offers you all the needed tools to handle compliance with complex clients and regulators as the world grow more and more complicated. As the business world innovates and become more advanced, rules and controls become more and more intricate. New regulations come to existence. These circumstances give compliance managers quite a challenge. With compliance management software, the aforementioned circumstances will not be a problem anymore. This means that problems such as those mentioned above can be solved quickly and accordingly. Thus, compliance managers become more efficient and effective on resolving compliance issues while still having extra time to help out with other tasks in the company.

Furthermore, compliance management software is also developed to help compliance managers make, alter and organize compliance regulations according to the needs of the company, client and the authorities. And there’s more! Compliance management software displays and maintains results of compliance checks. With this results stored in the compliance management software’s database, reports can be generated fast. No more pile of documents to go through to check on the compliance check results. The software even monitors the status of your most significant compliance metrics as at the moment. The compliance management software, above all, is not only a passive management software. It gets involved with the process by recommending solutions and alternative courses of action to resolve compliance problems.

Having compliance issues? There is nothing to worry about anymore. Compliance management system is your partner for a more efficient and effective compliance management.

risk management

Financial Asset Management Systems

Modern age and technology has made our everyday task much easier to do and complete. When applied to our daily activities, this cuts time by half or even more, resulting to a huge convenience. The same principle can be applied with business process as many companies are taking the necessary approach to make their jobs a bit easier to handle and manage. Financial asset management systems are sought by many companies today because of the wide array of services that they offer to their users. If you are running a business yourself, perhaps you can benefit greatly from the services that financial asset management systems offer to their users.

Companies would oftentimes look for the more streamline and simple approach when it comes to asset management and handling. After all, why complicate the process if there is a better alternative that is easily accessible and available in the market today. People are somewhat reluctant when it comes to change as risks are truly involved when making such leap of faith. With that said, many companies and business owners’ efforts and endeavors were greatly rewarded when they started applying the needed change and innovation the business requires. Acquiring financial asset management systems and the services around it was considered to be a very valuable investment that brings positive development and outcome to companies not only in the short term period but also with their long term goals.

Financial asset management systems make use of the latest innovation and technology in order to speed up the overall business process. This allows for the creation of timely and efficient business decisions that companies make on a day to day basis. They also offer a more streamlined approach as everything is ran and managed on one single platform. There is no need for extra resources or applications that need to be opened as everything can be seen and accessed with single running software. This is a very welcomed feature especially with business owners since many of them aren’t really that familiar with the latest programs and software available today. Operating them can be a pain. With that said financial asset management systems are built with user-friendliness in mind ensuring their users simplicity and ease when using such software while not compensating its overall performance. Companies and business owners felt a huge amount of relief as they are able to make full use of the financial asset management systems with little to no problems at all.

Proper use and allocation of assets can increase business owner’s confidence as well as increase trust with their clients. This is why it is important to handle them with utmost care. It is good to hear that there software available that help assist one with such process. One was able to find success with the shared efforts of financial asset management systems. Looking for one is easy as financial asset management systems can be easily found over the internet. Learn more about its services and get additional information online.

asset management software

Investment Portfolio Management Software

Investment comes a long way. This is a means of several companies to earn extra revenue aside from their businesses while some solely rely on this making it their primary means of earning profit. This is why investors often get in a slump when a stock that they have invested in fails to meet their expectations or hits rock bottom. Investing in a single commodity or asset of choice is simply not enough as you will need to find other stocks to purchase and trade to keep the money flowing steadily. Investment portfolio management software can improve the overall process making it easier to find and monitor an investment of choice.

It can get rather confusing when dealing with several investment procedures and this can take a considerable amount of time from investors almost spending the whole day. Oftentimes they feel that the overall activity has become too tedious or stressful to keep up, having little to no control on what is happening in each trade. However, this is deemed necessary in order for investors to succeed in the trading industry. This is why they may need all the help that they can get to get the job done in an effective and efficient manner. Outside sources and help is sometimes necessary to keep everything regulated and in order especially with regards to trade. Investment portfolio management software seems to be the answered prayer for investors around the world.

Investment portfolio management software enables easy management and processing allowing for less risk and more returns. This is done with the help of computer software which gives investors a clear overview of what is happening with their current stocks. This is integrated into a single application to avoid confusion thus allowing more time for the trade itself rather than the actual time spent on learning how the program works entirely. Investment portfolio management software work seamlessly and is oftentimes user-friendly.

With the help of modern technology, investment can now be done in a much easier and simpler way which made it become more accessible to a huge number of people. The buying and selling of stocks can now be done online at the comfort of one’s home with a simple click of a button. Investors can enjoy the rest of the day or engage in other important activities with little to no worries about their stocks. Of course, this becomes even more manageable with investment portfolio management software. Important data and figures can often get lost and can get out of the hand. You can avoid such mishaps and serious mistakes with investment portfolio management software as they can organize these data accordingly for you to read.

Many investors were able to make full use of investment portfolio management software in their everyday transactions. This can help them see possible gains as well as potential losses with their investments which can help them avoid suffering a sudden loss of revenue. Learn more about investment portfolio management software and start integrating it with your business today.


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financial portfolio management software

Financial Portfolio Management Software: Accuracy and Efficiency in One Investment Tool

Having a hard time figuring out how to get a good place for your investment portfolio? Do you spend much time analyzing rates of return of various financial instruments while making sure that you have minimized all the market risks in your decision? The time is right for you to install financial portfolio management software for you to ensure the growth potential of your investments while bypassing every undesirable scenario that could happen in the stock market. Through the capabilities of financial portfolio management software, you won’t have to gather every important financial data just to come up with profound investment strategies for your financial ventures.

Your financial assets might not be doing well in the current investment portfolio that you have set out for them. If that is the case, you need to spend time redefining your investment strategies and assessing the profitability of your portfolios. You can achieve this goal through the help of financial portfolio management software that will enable you to screen out good growth opportunities and detect critical investment scenarios that can pose as a threat to your goal of financial expansion. But how does financial portfolio management software do its trick? Learning some of the most important functions of financial portfolio management software will remind you just how fortunate your business could be if you adopt it in your operations.

Financial portfolio management software delivers real-time and accurate financial data gathered from relevant sources in the investment market. This includes trends of financial instruments that give great pay off, average market risk and volatility of known portfolios and regulations that affect the whole market environment. With financial portfolio management software at your assistance, you can confidently make sound decisions from a comprehensive evaluation of financial markets.

When it comes to providing efficient performance time and resource wise, financial portfolio management software also exhibits such characteristics. With an automated framework, you can generate analyses and data output in a minimal time frame. You won’t have to worry about getting beaten up by time pressure before you can arrive at a smart investment decision since financial portfolio management software is tool that integrates accuracy and efficiency. You don’t even have to feel uneasy about the technical aspect of financial portfolio management software. With its user-friendly interface, you can easily manage the tool without breaking a single sweat, jump over classes of assets and run trade simulations.

fund manager software

The Next Generation of Fund Manager Software Systems

Fund manager software is a fully integrated cross-asset solution for investment management. It leverages straight-through processing to handle the complete trading lifecycle of buy-side organizations from portfolio management, to middle- and back-office operations, compliance and risk management.

Fund manager software gives the level of reliability and agility needed to grow the business with minimum disruption and investment. Additional functionality and increased instrument coverage can be given through modules and a toolkit that allows expansive investment management forms to quickly adapt and take advantage of new opportunities as they arise.

Fund manager software combines sell-side level financial and technological capabilities with the user-friendliness, modularity, connectivity and ease of implementation required by the buy-side. It has been adopted by over 90 institutions globally, ranging from start-up hedge funds to the world’s largest global asset management companies.

Below are some the most significant features and benefits that fund manager software has to offer.

  • Fund manager software is a fully integrated approach that removes the need to manage numerous systems and helps in the improvement of operational efficiency and reduce risk.
  • A comprehensive but flexible platform that addresses different organization requirements by means of a modular approach to ensure functional optimization and cost effectiveness.
  • Fund manager software is the broadest cross-asset coverage of any buy-side solution, including OTC derivatives in equity, credit, FX, interest rates and commodities.
  • True STP for middle- and back-office operations, reducing trading errors, as well as costs and allowing investment managers to focus resources on the core of their business.
  • Firm-wide control and visibility over market risk, credit risk and collateral management for portfolio and risk managers, along with risk analytics like tracking error and risk reporting.

Fund manager software offers a rapid response to compliance and regulation to ensure that both external and internal risk policies can be maintained.

investment management

Differences of Quicken & QuickBooks Investment Management Systems

Quicken and QuickBooks are investment management systems from Intuit. Although both investment management systems applications are used for accounting, QuickBooks is not an expanded or improved version of Quicken. Quicken is a personal finance application, while QuickBooks is a small business double-entry accounting program. For personal financial application, many consider Quicken as the only choice since Microsoft Money was discontinued.

Quicken can be used by individual users only. QuickBooks, on the other hand, can be used by multiple users. The online version supports up to 25 users and an accountant. Most of the desktop versions of this investment management systems support up to five users. QuickBooks Enterprise Solutions supports up to 30 users.

QuickBooks contains a security feature that allows you to share some of the financial data of your business with your bookkeeper while keeping certain information provide and secure. You can set up multiple permission levels in this investment management systems so that you can provide access to only the data your user needs.

This investment management system offers some standard levels from which to choose or you can customize permissions. For example, you can set up accounts that only allow access to reports or time entry. On the other hand, Quicken has only two built-in levels. You can set a password for the entire data file and another password for transactions that occurred before a specific date.

Both of these investment management systems will help you create a budget and track your progress against it. However, only Quicken will help you develop a custom debt-reduction plan. It will even show you what you what you need to pay each month to eliminate your debt. This investment management system will also show you what you need to save to reach your retirement goals. You can also create savings plans for college, a house or other large purchases. QuickBooks will only keep track of the amounts credited or debited from your savings accounts.

financial portfolio management software

Primary Techniques Used in Fund Management Systems

There are three main portfolio techniques that form the basics of fund management system. The most conservative involves long-term investment in indexes. Slightly more aggressive fund management systems add the element of quantitative, strategic or structured trading to balance and maintain diversification in your portfolio. The most aggressive fund management system technique involves active trading, including long and short-term trend trading or marketing timing, and day trading.

Index Investing

A conservative method of managing your fund management system is by long term investment via dollar cost averaging in one or more stock market indexes using index mutual funds or index ETFs. The theory is that, over time, the indexes will always trade higher, so if you maintain a long term outlook and disciplined regular purchases, your portfolio will increase in value. Of course, that works when you are not continuing to invest in a long term bear market.

Balance and Diversification

Diversified funds invest in stocks in a wide range of companies from various industries, indexes and market sectors. This fund management system method uses a technique called Modern Portfolio Theory which applies quantitative analysis to regularly re-balance your portfolio by selling out positions that have lost money, lost market momentum, or significantly appreciated in value. Using the money raised, it will invest in other stocks or sectors that might be more promising in terms of future returns on investment. This fund management system method reduces sector and cycle risk but is vulnerable to market risk.

Active Trading

Rule-based day trading is a more organized form of active trading that attempts to control risk by following pre-defined methods. This is, however, the most risky form of fund management system that involves what professionals jokingly refer to as “Got a hunch? Buy a bunch?” trading. Although not a true formal technique, this may be the most often-employed fund management system technique across all markets.

investment reporting software

Automated Investment Reporting, Fast and Easy

This is a document prepared by an analyst or strategist who is a part of the investment research team in a stock brokerage or investment bank. A research report may focus on a specific stock or industry sector, a currency, commodity or fixed-income instrument, or even on a geographic region or country. Research reports generally, but not always, have “actionable” recommendations.


Research reports are produced by a variety of sources, ranging from market research firms to in-house departments at large organizations. But, in the investment industry, the term usually refers to “sell side” research, or investment research. Such research is distributed to the institutional and retail clients of the brokerage that produces it. Research produced by the “buy side,” which includes pension funds, mutual funds and portfolio managers, is usually for internal use only and is not distributed to external parties.

Now you can prepare reports easily, timely and automatically. You can personalize the design, schedule prints, and produce brochure-quality report books that can be sent to your stakeholders in multiple output formats and through different distribution channels – even mobile devices with the help of an investment reporting software.


Investment reporting software benefits you from the following:

  • It allows efficient data sourcing and management
  • Automates your business-critical processes
  • Aids layout design and maintenance by non-technical savvy users
  • Enables you to personalize, produce, and distribute professionally visualized reports
  • Provides client online access to valuations and report books
  • Includes multiple languages, formats, and delivery mechanisms
  • Reduced implementation time with quick-start implementation packages


Investment reporting software or report manager provides ease in your business needs. Automated workflow reduces the risk of human error by implementing a controlled process that is incorporated with an automated data validation system. And if you prefer a more hands-on approach with customized quality gates, reporting software give you the option to specify workflows down to individual report element. With this features you can benefit from investment reporting software, your business strategic planning is at its best.


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fund manager software

How to Develop Financial Risk Management Software Models

Financial risk management software models are instrumental in allowing companies to identify, analyze and forecast risk. Depending on the financial risk management software model needed by the management, the model gives a quantitative approach to analyzing risk. In today’s business environment, it is not only important for businesses to identify and analyze financial risk accurately, but also as quickly as possible. Such urgency in developing financial risk models has led to several methods for developing these tools as quickly as possible without sacrificing accuracy.

  1. Use Excel spreadsheets. Excel spreadsheets and workbooks are usually used for corporate financial risk management software models. Excel can handle the simplest ratios to advanced simulations. It is best used for financial risk management software models that do not come with significant levels of data, as it only has a small capacity. Even if Excel 2007 can handle up to a million in rows, in general, the program can only accommodate about 2,500 rows before it becomes slower and will even freeze or close down.
  2. Invest in financial risk software. The top two financial risk management software kinds are SAS and SPSS. These two programs are very similar, except for the fact that SAS is usually referred to as being more complex. Both of these software programs give advanced quantitative calculations for significant amounts of data in just mere minutes. The type of financial models that both these financial risk management software kinds are used for include multivariate models and any model that uses a significant amount of data from numerous sources.
  3. Come up with a customized solution. There are some businesses that require the use of very intricate and specific financial risk management software models, so a customized solution would be ideal. This tends to be the most time-consuming and expensive option so it is rarely done, as financial risk management software usually have model and customization options to integrate with most business databases and software. This solution is best when a business wants to automate the pooling of data from various sources into one database, where modeling is done through a customized interface.
asset management software

How CRM Helps Your Company

Standing out from the rest of the competition is best obtained when companies are able to retain existing customers and attract new ones. There are several ways of doing so and a company can even take advantage of Customer Relationship Management (CRM) Solutions that will help them increase profit and improve or be more efficient in terms of operations.


Companies that offer financial services may offer a range of products like insurance, banking, wealth management and a lot more so there is a great demand on CRM for financial services these days. There are numerous companies as well that offer this type of service.


Like any other business solutions available, using CRM for financial services in one’s business will help build stronger and more meaningful customer relations which will in turn be profitable for the business. There are some key points and aspects that need to be considered first before choosing a company that will handle a business’ CRM for financial services.

 Recording customer interactions

Taking note of an interaction with one’s customer is needed to ensure that the set expectations for the business are met. Also, this CRM for financial services will contain information about the customer that the CRM managers can look into at any time.


There are also options for sending out e-mails or sms information to the said customer that can be set up on the same platform which is convenient for both business owner and customer.


Managing client interactions

CRM for financial services also allows a business owner to manage client interactions and looking into different parameters or metrics that will streamline the whole process. CRM managers and business owners will be able to manage different account information in this CRM platform which is both cost and energy efficient since they won’t have to look into another window or software to get the necessary details they need about the customer.


Part of managing these interactions is tracking whether the set instructions given by the customer on the last interaction with them were met by the business or not. With this capacity, there is a lesser chance for customer dissatisfaction.


Photo credit: galwaytrading.com