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Advent Portfolio Exchange Demo
sponsored by Advent Software, Inc
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Advent Portfolio Exchange represents Advent's next generation in portfolio management technology. Advent Portfolio Exchange is the first solution to combine the front office Customer Relationship Management functions of client servicing and marketing with the back office operations of portfolio accounting and reporting into a single platform. View the product demonstration.
(THIS RESOURCE IS NO LONGER AVAILABLE.)
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Available Resources from Advent Software, Inc
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sponsored by Advent Software, Inc
WHITE PAPER:
Posted: 08 Mar 2010 |
Published:
08 Mar 2010
The challenge for Chief Compliance Officers is to understand the risks associated with each of these three drivers of compliance and how they can be mitigated. Read this paper to find out more.
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sponsored by Advent Software, Inc
WHITE PAPER:
Posted: 13 Feb 2010 |
Published:
12 Feb 2010
There are many reasons why outsourcing with Advent OnDemand℠ may be the right answer for your firm. These are just ten of them. Find out why nearly 500 investment management firms have staked their future on our outsourcing services.
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sponsored by Advent Software, Inc
WHITE PAPER:
Posted: 04 Jan 2010 |
Published:
03 Jan 2010
The Options Symbology Initiative (OSI) is an industry-wide overhaul of the existing five-character options symbol to a 21-character symbol. Effective February 12, 2010, all market participants and firms that trade in options must be fully converted to the new symbology. Read this paper to learn how your firm can prepare for this change.
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sponsored by Advent Software, Inc
WHITE PAPER:
Posted: 04 Jan 2010 |
Published:
04 Jan 2010
This paper introduces hedge funds and hedge fund service providers to IFRS.
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sponsored by Advent Software, Inc
WHITE PAPER:
Posted: 04 Jan 2010 |
Published:
04 Jan 2010
This report provides five options for firms who want to move forward with carve-outs under the new "actual cash" requirement and the pros and cons associated with each.
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sponsored by Advent Software, Inc
WHITE PAPER:
Posted: 10 Aug 2009 |
Published:
01 Jul 2008
This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed.
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sponsored by Advent Software, Inc
WHITE PAPER:
Posted: 10 Aug 2009 |
Published:
01 Jan 2006
In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors.
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sponsored by Advent Software, Inc
WHITE PAPER:
Posted: 10 Aug 2009 |
Published:
01 Aug 2008
This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm.
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sponsored by Advent Software, Inc
WHITE PAPER:
Posted: 10 Aug 2009 |
Published:
05 Jan 2009
This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.
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sponsored by Advent Software, Inc
WHITE PAPER:
Posted: 10 Aug 2009 |
Published:
01 Jan 2009
This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion.
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