7 Steps to Implementing CRM for Financial Services

portfolio accounting software

CRM for financial services is a type of software that allows organizations to compile customer data. This data will allow you to see and market your products, and give quality customer service to your clients. CRM for financial services products can take months and even years to implement, and can cost from thousands to millions … [Read more…]

Producing a Good Portfolio through Asset Manager System


  Asset manager system is a comprehensive asset lifecycle management solution that delivers proven return of investment to control asset spending, enabling regulatory and policy compliance, and improve service delivery. It serves as the primary support of an establishment. It provides a comprehensive portfolio that is the basis of performance and progress. Thus, it lives … [Read more…]

Taking Collateral, Reduces Credit Risk


In the modern industry of banking, it is set that collateral is mostly used over the counter trades. Collateral has been used for hundreds of years to provide security against the possibility of default payments by an opposing party in the field of business. The primary reason of taking collateral is to reduce credit risk … [Read more…]

Real Time Market Data and its Prerogatives

position management

In finance, market data is price and trade-related data for a financial instrument reported by a trading venue such as a stock exchange. It gives traders and investors the right to know the latest price and see historical trends for instruments such as equities, fixed-income products, derivatives and currencies. It may also include other information … [Read more…]

The Different Types of Fund Management Software Solutions

Fund management software

Otherwise known as investment management systems, fund management software is generally classified by the types of investments they manage or by the platform used to perform fund management tasks. Fund management software can be standalone or fund management models used on common computer software. They can also be classified by the kind of client paying … [Read more…]

Main Components of Automated Corporate Actions Management

corporate actions management

The processing of corporate actions management remains to be source of risk for the global securities industry. Businesses usually take provisions that will protect them against losses because of processing errors. It remains to be one of the most complex, inefficient and manual functions that are still currently in the back office posing high operation … [Read more…]