Using Excel for Investment Performance Measurement

investment performance measurement

Microsoft Excel is a popular spreadsheet program used by amateur and professional investors alike. This program provides simple cells, formula and graphs in a user-friendly format. For investment performance measurement, simply set up the cells according to the asset types and change in asset prices. This spreadsheet can be continually updated so that you will … [Read more…]

Benefits of a Collateral Management System

portfolio management solution

The process of putting up collateral in exchange for a loan has long been a part of the lending process between businesses. With more institutions seeking credit, along with the introduction of new forms of technology, the scope of collateral management system has grown. Increased risks in the field of finance have inspired greater responsibility … [Read more…]

Requirements of a Fixed Trade Order Management System

trade order management

Managing and documenting fixed assets can be demanding and extensive. Backup documentations like invoices, contacts and purchase orders are necessary for various accounting tasks relevant to fixed assets. These activities include a review of cost requests and budgets, management and analysis of fixed asset activities, procurement and processing of fixed assets purchases, adjustments and retirements. … [Read more…]

Portfolio Management made Easy

portfolio management solutions

The success of business relies on how it is managed by the company. We all knew that the better your plan is, the more chances of success; but not as simple as it is said. Proper assessment and effective risk control is critical to all kinds of business. However companies are challenged with this matter … [Read more…]

Top Tools Used in Portfolio Risk Management Software

portfolio risk management

When investing in the stock market, you might want to put all your money on a single business that you think will take off and exponentially increase the value of your stocks. However, the chances of being able to find a business that will experience such a rapid growth and actually invest in it are … [Read more…]

The Advantage of Automated Asset Management

portfolio management system

Dealing with validations, financial business dealing with confidentiality and privacy encloses the primary role of portfolio accounting. Asset Management is also very vital when it comes to dealing with derivative. Thus, it is much concerned with financial instruments—interest, returns, dividends, payments and other corporate matters. It initiates the urge to look for a substitute to … [Read more…]

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…]