Exception-based workflows
Performance Attribution Software with IMS: Reporting & Data Management Explained
Performance attribution is a complex area. Most of the complexity lies in ensuring data ...
Hedge Fund Software: OMS, PMS & Risk Management Tools
Hedge fund software has 2 primary purposes: Automate workflows and portfolio monitoring ...
Portfolio Rebalancing Software: Tools, Automation & Features Explained
What is rebalancing of a portfolio? Rebalancing an investment portfolio means changing ...
Mutual Fund Software: Capabilities, Costs & Key Benefits
Welcome to our complete guide to mutual fund management software. We’ll start from the ...
Middle Office Operations Explained: Key Functions & Processes
What is Middle Office (MO)? First, let’s start with what Middle Office isn’t. You’ll read ...
Cash and Position Reconciliation: Guide for Investment Managers
What is position and cash reconciliation? Cash and positions are the two components of an ...
Investment Reconciliation Explained: Examples, Processes & Challenges
What is Investment Reconciliation? Investment management reconciliation ensures that your ...
Fund Reconciliation Software: Automating Accuracy & Reducing Risk
What is fund reconciliation software? Fund reconciliation software is a tool that checks ...
Fund Reconciliation Software: Features, Benefits & Best Practices
What is fund reconciliation? Fund reconciliation means comparing records between your ...
Position Reconciliation Software: Complete Guide for Asset Managers
Position Reconciliation Definition Position reconciliation means comparing the number of ...
Trade Reconciliation Software: Complete Guide for Asset Managers
Transaction reconciliation ensures that an asset manager’s internal information aligns ...
NAV & P&L Reconciliation Explained: A Guide for Investment Managers
NAV and P&L reconciliation can be complex and it's important to understand how and ...