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Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors by Advent Software, Inc

January 2006 - (Free Research) In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors.

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Dodd-Frank Impact on Front Office White Paper by Advent Software, Inc

December 2011 - (Free Research) This paper identifies 5 key SEC alarms and explains how the right technology can support best practices to avoid triggering them. View now to explore critical issues including insider trading, books and records retention, service provider due diligence, and more.

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Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap by Advent Software, Inc

January 2009 - (Free Research) This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.

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