WHITE PAPER - 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.
Posted: August 10, 2009 | Published: January 5, 2009


Topics:  Asset Management (Finance) | Business IT Alignment | Financial Management | Financial Reporting | Financial Services Industry | Order Management Systems | Portfolio Management (Finance) | Workflow Software

WHITE PAPER - 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.
Posted: August 10, 2009 | Published: July 1, 2008


Topics:  Asset Management (Finance) | Best Practices | Budgeting | Customer Service | Market Trends | Portfolio Management (Finance) | Risk Assessment | Risk Management | Workflow Management Coalition