Månedsarkiv: juli 2014


An Innovative Application with Portfolio Management Software

Time is of the essence and this is indeed quite true especially with business owners as important deals, and sales can happen and get cancelled in a short amount of time. With the help of modern technology, companies and business establishments are able to thrive and compete successfully making use of the latest innovation to their advantage. Portfolio management software became a very handy and convenient application that helps business owners make on time and on demand decisions saving them a considerable amount of time as well as resources in the process. Portfolio management software is sought after by many managers today.

Business owners today make use of the latest innovation and technologies using to their advantage. The technology is readily available and what’s left is for managers to grasp and grab a hold of it. Portfolio management software is able to integrate and work seamlessly well making it easy to use. This allows efficient and hassle free management with the use of simple software. The work involved in investment processing is considered to be tedious and exhausting. This is why many regard it as a very daunting and intimidating task. However, with the assistance of Portfolio management software, the job became much simpler and easy to do.

Back then it was quite hard to follow up and overview what is happening with regards to investment processing. Portfolio management software has streamlined and made it into one simple application. Everything is monitored and managed with the use of a single program. This allows manages to handle several tasks such as trade simulations, order entries, pre-trade compliance and many more. Because of its streamlined feature, there is no further need to open many applications making it easy to manage with a simple click of a button. This is a very welcomed feature which many business owners love. Portfolio management software balances this feature well with their innovative design.

As mentioned earlier, time is of great value and is also irreplaceable. This is why every second counts with regards to decision making and investment process. It is good to hear that the main feature of portfolio management software is their speed and reliability which greatly helps in daily investment processing. With their help, managers and business owners are able to do task more diligently with speed and confidence having little to no worries about marginal errors as everything is seen and overviewed. This makes the acquisition of portfolio management software a very worthwhile investment.

It is always a good idea to practice transparency with every business transactions and process. This can help give one an overview of the activities that a company has engaged with. Luckily, Portfolio Management Software gives clients the freedom to foresee things giving up-to-the minute management information and is accessible at any given time.  This lowers the cost as well as the risk that managers have to take making it more safe and secured. Learn more about the benefits and the other features of Portfolio Management Software when you look them up over the internet.


Benefits of Investment Book of Records (IBOR)

Various firms and institutions are fully aware that there is a compelling business need for the organizations to rely on real-time and precise data to make the appropriate decision. Getting your hands to such data would definitely maximize opportunities, ensuring a high possibility of your firm being invested. Apparently, such concern is addressed by IBOR (Investment Book of Records). The idea is that IBOR can provide accurate and efficient data management stemming from a single archive that combines various positions in an organization.

IBOR has wide range of advantages including making sound decisions where your front office requires real time positions from the front-and-back-office systems to make a decision. Also, it can significantly reduce operational cost since it can easily identify errors and exceptions in real-time and can perform error correction intraday. With IBOR, managing and reducing operation risk is possible instead of outsourcing from several providers which can build up risks when you are not aware of your positions given that the outsourcers are failing. It can provide layers of insulation to switch outsourcers easily preventing an organization from being tied to only one provider. Business reporting is also a major benefit of IBOR, it is unavoidable that your clients or senior management might demand even up to the minute reports, providing relevant and up-to-date information to the client or management can be easily done with IBOR. The concept of Investment Book of Records cannot be considered award winning as what others claimed it to be, and tasks like aggregating positional data for start-of-day and intra-day portfolio views can be done manually. It is just that IBOR eliminates the manually exhausting tasks and dramatically reduces time consumption thus, saving the valuable time of portfolio managers – a benefit too far from being trivial.

At present, the Investment Book of Records has gained interest around the world and is widely talked about by organizations concerning portfolio management. And as different demands arise, IBOR has been constantly in the process of further innovations to meet such concerns. Like how the same provider of the IBOR solutions released a new version that offers integration of real-time positions, corporate actions and reconciliation from back-office systems known as Charles River Investment Management Solution Version 9.2 Series. Although the IBOR phenomenon stands as being critically acclaimed, it is still associated with technology and operational challenges.