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EFFICIENCY & COMPLIANCE
The main challenge for financial professionals is ensuring that their time and efforts are focused on the highest-yielding activities.

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BUSINESS DESCRIPTION
Full Name
Organization
Email
Phone
Country
Accounts
Numbers of users
Asset Under Management ($M)

BUSINESS NEEDS AND REQUIREMENTS
Please rank by importance from 1 to 5 your needs
Portfolio Management
Portfolio Modeling
Reporting
Tax Reporting
Order Management
Performance Calculations
Customizable Reporting
Web Access
   

BACKOFFICE USED
IBM/SIS ADP BPS
DATAPHILE SIS  
   

FRONT-OFFICE USED
CRM/Contact Management
Maximizer Outlook Salesforce Other:
ACT! Dynamics Siebel  
   
Porfolio Management
Odyssey Sungard Other:
Thomson Advent  
   
Other External Application
Thomson One Document Mgmt Fin. Planning
Reuters Plus Portal Other:
 
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