Exception-based workflows
Guide to Middle Office Solutions for Investment Managers
Are you looking to streamline your operations and boost efficiency? By leveraging ...
A Guide to Trade Confirmations and Affirmations
Trade confirmation and affirmation are steps in the post-trade lifecycle that help ...
Complete Guide to Portfolio Order Management Systems
A Portfolio Order Management System (POMS) combines the functionality of Portfolio ...
EMS vs OMS vs PMS: Understanding the Front Office Solutions
This article will examine the three systems typically used in the Front Office of ...
Ultimate guide to IBOR vs ABOR and other Books of Record (BORs)
This article aims to uncover why there are so many different Books of Record (BOR) in ...
Best-of-Breed vs All-in-one Investment Management Systems
As an investment manager, you're probably familiar with the debate between best-of-breed ...
Buy-Side Order Management System [equity, fixed income, etc]
In this article, we’ll explore what an order management system in finance is. The term ...
Guide to Execution Management System (EMS) [capabilities & vendors]
In this article, we will explore the concept of an Execution Management System (EMS) and ...
What is a Front to Back Office System (F2B)?
The investment management industry has historically had one way to design its technology ...
Investment Book of Record (IBOR) Definition
An Investment Book of Record (IBOR) offers an array of benefits to asset managers, but ...