FTG Digital Library

APX's Analytics Give Abacus Insight Into Performance


Click here to download now

Source: Advent Software
Date: June 2010
Type: Case Study
Rating: (0)
Save for Later
Email a Colleague
Rate This Asset

Overview: In 2007, Abacus Associates, a 100-year old family office in midtown Manhattan, decided to offer its investment expertise to a wider clientele and launched a registered investment advisory firm, Spears Abacus Advisors. A long-time user of Advent’s Axys® portfolio accounting and reporting solution, Abacus now faced a need for a portfolio management engine that could clearly separate its SEC-regulated RIA business from its proprietary family portfolios. The firm was experiencing growing demand from clients for more in-depth descriptions of portfolio performance. The firm also saw APX as an opportunity to consolidate all its customer contact information, generally residing among individual employees’ desktops.

DOWNLOAD NOW

Not what you're looking for? Search again
Go Advanced »
More From the Legacy Systems Section
VENDOR INDEX 0-9 | A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

View All Categories

BANKING: Architecture/Infrastructure, Channels, Core Systems, Customer Insight/Business Intelligence, Payments & Cards, Regulation/Compliance, Risk Management/Security

INSURANCE: Architecture/Infrastructure, Claims, Customer Insight/Business Intelligence, Distribution, Management Strategies, Policy Administration & Management, Regulation/Financial Systems, Security/Risk Management

ADVANCED TRADING: ATS/ECN/Dark Pool, Algorithmic Trading, Block Trading, Cross Asset Trading, Data Latency, Derivatives, Market Data, OMS/EMS, Trading Infrastructure/Technology, Trading Regulations/Compliance, Trading/Exchanges, Transaction Cost Analysis (TCA)

CAPITAL MARKETS: Asset Management, Compliance, Data Latency, Data Management, Data Security, IT Infrastructure, Operations, Risk Management, Wealth Management

 

Featured Banking Resources

What Every Banker Needs to Know About Dodd-Frank (in Less Than 40 Pages)
This Dodd-Frank Cheat Sheet is a synthesis of the legislation's most important provisions, highlighting the Act's key requirements, deliverables and IT implications. While the Cheat Sheet isn't a substitute for reading the entire legislation, the interactive tool will help you make sense of this historic piece of regulation -- in less than 40 pages.

Banking Webcasts