Unsurpassed Tools to Enhance Your Manager Research Content and Capabilities

Size: px
Start display at page:

Download "Unsurpassed Tools to Enhance Your Manager Research Content and Capabilities"

Transcription

1 Unsurpassed Tools to Enhance Your Manager Research Content and Capabilities PSN Enterprise Informa Investment Solutions provides clients a full spectrum of back to front office applications and services. Our unique ability to provide investment professionals with customized systems, data, and services has made us the leading service provider in the marketplace. For over thirty years, we have serviced both institutional and retail investment professionals by providing them valueadded solutions. Our clients include financial institutions, brokerages, investment management companies, investment consultants, and independent advisors. Our products and services have a direct impact on the manner in which our clients interact with the investing public. We take pride in knowing that, year after year, clients depend on our software and services to fulfill mission critical operations. PSN Enterprise, a product developed by Informa Investment Solutions, is the most comprehensive and easy to use investment manager database available. PSN Enterprise is a web-based application that will be the keystone in building your separate account business. PSN Enterprise is powered by the PSN investment manager database. Since 1984, PSN has been recognized as the premier investment manager database. We earned this reputation through PSN s wealth of accurate data, flexibility, exclusive functions and exceptional service. Data Integrity Informa Investment Solutions serves as an objective third-party supplier of information. We maintain no affiliations with any of the investment managers we track and pride ourselves in providing purely impartial data. All PSN information is primary data. We solicit the information directly from the source which makes the data more consistent and reliable. Data Breadth PSN boasts a global database of more than 1,900 investment managers, representing more than 10,000 domestic, global and international investment products. This expansive database assures you a thorough representation of the investment management arena.

2 Data Depth When you use PSN data in PSN Enterprise, you get immediate access to highquality detailed information on each firm capturing over 1,000 data points. PSN Enterprise s investment manager profiles provide in-depth information on each manager and their product offerings including assets, fee structure, composite holdings, and historical returns and statistics. In addition to quantitative data, PSN Enterprise also includes objective, narrative data. Categories such as investment philosophy, portfolio construction, biographies of senior investment professionals, will enhance your analysis with valuable insight. The Manager Search Made Easy PSN Enterprise offers you unmatched power to manipulate and evaluate the wealth of information in the PSN database. Match your investment objectives with the right investment manager in minutes. All the information you need is at your fingertips. Built-In Investment Formula PSN Enterprise gives you the ability to measure performance, conduct detailed statistical analysis and assess risk. The system has built-in formulas for the sophisticated calculations that investment professionals require. From beta and information ratio, to downside risk and upside uncertainty, PSN Enterprise executes the calculations you need. You can select your own date ranges and benchmarks in your analysis, or you can use over 2 million pre-generated statistical calculations for quick performance comparisons. Universe Comparisons PSN Enterprise keeps it simple. We give you all the functions you need without slowing you down with too many choices to make and too many buttons to click. Either choose from our convenient pre-saved universes or screen on key data fields to create your own custom peer groups. You can save your favorite universes for later retrieval. What was once an arduous process can now be accomplished with speed, versatility and ease. Self-Entered Module Include proprietary information in your analysis by using the Self-Entered Module. Enter monthly or quarterly returns on any individual account, mutual fund, hedge 2

3 fund, composite, index, etc. Once entered, you may include these portfolios in any of your PSN Enterprise evaluations. Blended Portfolio Analysis Combine the returns of indices, investment products, or your Self-Entered data with PSN Enterprise s blended portfolio analysis. You can even rebalance or change allocation over time. Create one or more scenarios and compare them against each other to arrive at a suitable recommendation. Once created, blends can be saved and automatically updated for future use in a new or existing report. Style Analysis Determine a product s return-based style as compared to standard benchmarks. The Style Analyzer allows you to look at a manager s style exposure and drift compared to other managers with the same investment style. Historical, rolling time period and current style analysis information can be displayed in graphical or tabular format. Style analysis is available for all major asset classes. Asset Allocation Before choosing allocation percentages for your blended portfolio, inspect an efficient frontier that contains a list of possible optimal portfolio combinations. Let PSN Enterprise show you the optimal solution based on your risk and return preferences. Options include manager and asset class optimization. Report Writer Define report columns using any data field within PSN Enterprise and arrange the information as you see fit. Your reports will be thorough and easy to understand. View it, print it or download it to an Excel spreadsheet. Graphs and Reports Strengthen your comparative analysis with graphs and reports. Choose from PSN Enterprise s wide selection of options and produce professional-quality output, without utilizing different software. Customize your output by easily changing fonts, colors, styles, observations, benchmarks, date ranges and statistics. You can even import your own logo. 3

4 Modify graphs and reports for one-time use, or save them as custom templates which can be updated with new data. Graphs and reports can be saved within PSN Enterprise or exported to other Microsoft Windows software. Report Designer Report Designer will allow you to design your own report templates by combining data, graphs, text, and images. Using text blocks and graphics from our library or creating your own, you can do a side-by-side comparison of two or more managers or products, and the choice of content and placement is completely customizable. Features include drag and drop, resizing and menus to customize both individual sections of the report, or to set parameters for the entire presentation. Report templates created by the report designer can be reused and modified to meet your changing needs. Presentation PSN Enterprise enables you to combine multiple graph and report templates to create presentations for different clients or prospects. Maintain consistency and save time preparing for your next meeting. The instant proposal function compiles reports, graphs, market commentary, compliance information, proprietary factsheets, and third party output to create a complete business or client presentation. Presentations can be saved for individual use or shared between specified users. Batch Production Each report template in PSN Enterprise contains its own intelligence by storing the default criteria of each report. Our batch production system enables you to group multiple report templates into a single presentation. Viewing or printing a large presentation now is just a few keystrokes away. If performance monitoring or batch reporting production is your requirement, PSN Enterprise gives you the power and ease to batch produce countless presentations quickly and efficiently. Contact Management System Organize your investment management information by storing it all in one place. PSN Enterprise offers a contact management system within the application to store all of your client and investment manager contact information. Keep notes from your presentation within the same system that created the presentation. Save historical 4

5 communication records and ongoing dialogue. Schedule calls with the automatic reminder, create groups and one or multiple contacts. Custom Solutions Too Every client is different. We pride ourselves in our ability to create custom solutions for our client s unique needs. Add extra data fields or develop your own reports with help from our team of skilled developers. PSN Enterprise is flexible enough to handle any requirement. There is no denying that PSN is the most complete data source for separate account information. But maybe separate account information is not all you need. We made PSN Enterprise so flexible that it can handle multiple data sources, such as mutual funds, hedge funds and other investment information. Training & Support We provide unlimited product training and technical support. Once we get you started, we won t disappear. Our experienced support team is available to offer assistance, Monday through Friday, 8:30 AM to 6:00 PM (ET). Help is always just a phone call away. Experience the Best For over 20 years, Informa Investment Solutions has been providing consultants, brokers, investment managers, and plan sponsors with separate account information. Extensive data, user-friendly application, and easy deployment make PSN Enterprise the ideal separate account solution. Informa Investment Solutions has the experience and knowledge to build your separate account business. I n f o r m a I n v e s t m e n t Solutions, Inc. is a wholly owned subsidiary of Informa Financial Information Inc., based in Westborough, MA. Informa Financial Information, Inc. is a subsidiary of T&F Informa, a public company headquartered in London and listed on the London Stock Exchange. Getting Started Easy deployment is an understatement. There is no additional hardware, capital cost or technical staff required for you to use PSN Enterprise. To get started, please contact our sales department at (914) Or send us an at sales@informais.com for more information and to schedule a demonstration. PSN Enterprise brings you a window of opportunity you cannot afford to miss! 5

Asset Management Solutions for Research Analysts THE CHALLENGE YOUR END-TO-END RESEARCH SOLUTION

Asset Management Solutions for Research Analysts THE CHALLENGE YOUR END-TO-END RESEARCH SOLUTION Asset Management Solutions for Research Analysts THE CHALLENGE In today s high-speed global research and investment environment, the primary challenge for research analysts is how to efficiently collect,

More information

Microsoft Office Small Business 2007

Microsoft Office Small Business 2007 Microsoft Office Small Business 2007 Microsoft Office Small Business 2007 provides you with a complete set of productivity and contact management tools to accomplish routine tasks quickly, manage customer

More information

PowerfulTechnology. Independent thinking.

PowerfulTechnology. Independent thinking. PowerfulTechnology Independent thinking. Our Cadaret, Grant Advantage is your leading edge. 2 Technology. It can make you more efficient. More productive. And, ultimately, more profitable. But how do you

More information

Robust Asset Allocation Software

Robust Asset Allocation Software Morningstar EnCorr Robust Asset Allocation Software Institutions worldwide use Morningstar EnCorr to research, create, analyze, and implement optimal asset allocation strategies within a single software.

More information

Advanced Support Services for Your Personal Portfolio

Advanced Support Services for Your Personal Portfolio P O R T F O L I O S U P P O R T S E R V I C E S Advanced Support Services for Your Personal Portfolio Advanced technology, investment research, and administrative services to support your advisor A Foundation

More information

Morningstar. DirectSM User Guide

Morningstar. DirectSM User Guide Software Tutorial August 2010 Morningstar DirectSM User Guide 2010 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2)

More information

Position Yourself for the Small Business Market

Position Yourself for the Small Business Market m Position Yourself for the Small Business Market Position Yourself for the Small Business Market Introducing Microsoft Office Small Business Accounting 2006 As your clients most trusted business advisor,

More information

Sage PFW ERP Intelligence

Sage PFW ERP Intelligence Sage PFW ERP Intelligence Sage PFW ERP Intelligence Standard Reports Get 6 ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft

More information

Introducing MintAustralia

Introducing MintAustralia Introducing MintAustralia Your Market Intelligence Platform MintAustralia is a powerful online solution delivering more valuable company and market information on Australian private and public businesses

More information

Morningstar Fiduciary Services FAQs

Morningstar Fiduciary Services FAQs Morningstar Investment Management Morningstar Fiduciary Services FAQs For Financial Professional and Plan Sponsor Use Only. Not for Public Distribution. Who is Morningstar? Morningstar s mission is to

More information

Portfolio Management Consultants Perfecting the Portfolio

Portfolio Management Consultants Perfecting the Portfolio Portfolio Management Consultants Perfecting the Portfolio Envestnet PMC is the ultimate advisor to the advisor. Our goal is to help advisors strengthen relationships with their clients and improve outcomes

More information

THOMSON ONE WEALTH SOLUTIONS INTELLIGENT INFORMATION DELIVERED THROUGH ONE FLEXIBLE SOURCE

THOMSON ONE WEALTH SOLUTIONS INTELLIGENT INFORMATION DELIVERED THROUGH ONE FLEXIBLE SOURCE FINANCIAL AND RISK MANAGEMENT SOLUTIONS FROM THOMSON REUTERS THOMSON ONE WEALTH SOLUTIONS INTELLIGENT INFORMATION DELIVERED THROUGH ONE FLEXIBLE SOURCE THOMSON ONE WEALTH SOLUTIONS OVERVIEW Successfully

More information

How To Create A Business Benefit Dashboard Analysis Report In Microsoft Excel

How To Create A Business Benefit Dashboard Analysis Report In Microsoft Excel Get 8 ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft Excel, the reports are fully customizable, and flexible with

More information

Intelligence Reporting Standard Reports

Intelligence Reporting Standard Reports Intelligence Reporting Standard Reports Sage 100 ERP (formerly Sage ERP MAS 90 and 200) Intelligence Reporting empowers you to quickly and easily gain control and obtain the information you need from across

More information

Microsoft Office Small Business 2007

Microsoft Office Small Business 2007 Microsoft Office Small Business 2007 Microsoft Office Small Business 2007 provides you with a complete set of productivity and contact management tools to quickly accomplish routine tasks, manage customer

More information

The FundQuest Unified Managed Account

The FundQuest Unified Managed Account U N I F I E D M A N A G E D A C C O U N T The FundQuest Unified Managed Account A Simple and Powerful Managed Account Solution Offered by FundQuest, a leading managed account solutions provider A Powerful

More information

FINANCIAL ADVISOR HANDBOOK

FINANCIAL ADVISOR HANDBOOK NYLIM RETIREMENT PLAN SERVICES FINANCIAL ADVISOR HANDBOOK grow your business with us Learn more about the diverse retirement plan product lines offered by New York Life Investment Management LLC (NYLIM)

More information

Pastel Accounting Business Intelligence Centre

Pastel Accounting Business Intelligence Centre Get 8 ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft Excel, the reports are fully customisable, and flexible with

More information

Asset Management Portfolio Solutions Disciplined Process. Customized Approach. Risk-Based Strategies.

Asset Management Portfolio Solutions Disciplined Process. Customized Approach. Risk-Based Strategies. INSTITUTIONAL TRUST & CUSTODY Asset Management Portfolio Solutions Disciplined Process. Customized Approach. Risk-Based Strategies. As one of the fastest growing investment managers in the nation, U.S.

More information

Magnify your market opportunities not your efforts.

Magnify your market opportunities not your efforts. A Solution for Third Party Administrators (TPAs) Magnify your market opportunities not your efforts. For plans up to $5 million in assets Edward Jones Needs-based Retirement Strategies FOR TPA USE ONLY.

More information

custom clearing services Technology The Custom Clearing Services Advantage member Finra/siPc

custom clearing services Technology The Custom Clearing Services Advantage member Finra/siPc custom clearing services Technology The Custom Clearing Services Advantage member Finra/siPc direct access to leading-edge tools Technology The Custom Clearing Services advantage provides broker/ dealers

More information

Proposal for: COMPANY NAME. Presented by: NAME TITLE SAMPLE DATE AFN32087_0209 MUGC7797B

Proposal for: COMPANY NAME. Presented by: NAME TITLE SAMPLE DATE AFN32087_0209 MUGC7797B Proposal for: COMPANY NAME Presented by: NAME TITLE DATE SAMPLE AFN32087_0209 MUGC7797B Mutual of Omaha Retirement Services Proven Retirement Product Expertise Mutual of Omaha s subsidiary companies, United

More information

Prism Analytics for Credit Unions Leverage Sophisticated Technology to Strengthen Member Relationships

Prism Analytics for Credit Unions Leverage Sophisticated Technology to Strengthen Member Relationships Product Prism Analytics for Credit Unions Leverage Sophisticated Technology to Strengthen Member Relationships Get a comprehensive view of your members. Prism Analytics for Credit Unions from Fiserv delivers

More information

Oracle Planning and Budgeting Cloud Service

Oracle Planning and Budgeting Cloud Service Oracle Planning and Budgeting Cloud Service Oracle Planning and Budgeting Cloud Service enables organizations of all sizes to quickly adopt world-class planning and budgeting applications with no CAPEX

More information

QuickBooks 2012 What's New and Improved

QuickBooks 2012 What's New and Improved QuickBooks 2012 What's New and Improved By Laura Madeira Register to win over $8K of QuickBooks Software* www.quick-training.com/free-quickbooks-2012 A brief review of the new and improved features and

More information

Phone: 919-781-2900 Fax: 919-781-8580 www.btsolutions.net. 1616 East Millbrook Road, Suite 380 Raleigh, NC 27609

Phone: 919-781-2900 Fax: 919-781-8580 www.btsolutions.net. 1616 East Millbrook Road, Suite 380 Raleigh, NC 27609 Phone: 919-781-2900 Fax: 919-781-8580 www.btsolutions.net 1616 East Millbrook Road, Suite 380 Raleigh, NC 27609 Accounting Software: Overview of Top Three Reporting Solutions The ultimate value of an accounting

More information

Sage 100 ERP 2014 Connect your business.

Sage 100 ERP 2014 Connect your business. Sage 100 ERP 2014 Connect your business. The foundation for connecting your business to provide a better customer experience, increase revenue, and make better business decisions New web and mobile functionality:

More information

Pastel Evolution Business Intelligence Centre

Pastel Evolution Business Intelligence Centre Get 12 ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft Excel, the reports are fully customisable, and flexible with

More information

Microsoft Excel 2007 Finding Objects and How To

Microsoft Excel 2007 Finding Objects and How To Microsoft Excel 2007 Finding Objects and How To What s New pg. 2 o Formatting Made Easy o Formulas o Tables o Web o Space and Recovery Finding Your Way Around the Ribbon pg. 3 8 o Office Logo Button o

More information

TRANSFORMING INFORMATION INTO INTELLIGENCE

TRANSFORMING INFORMATION INTO INTELLIGENCE TRANSFORMING INFORMATION INTO INTELLIGENCE Welcome to FactSet FactSet consolidates all the tools you need to monitor global markets, public and private companies, and equity and fixed income portfolios

More information

Sage Software Accountants Network

Sage Software Accountants Network The Sage Software Accountants Network is the leading resource for accounting professionals like you, providing flexible access to information, software, and support, to enable you to better manage your

More information

Improve your equity research productivity

Improve your equity research productivity Improve your equity research productivity Creating and updating company models Standardized Excel based company models ensure each analyst s work seamlessly integrates with research database and can be

More information

Managed Accounts: Expansive solutions for your clients. Greater opportunities for your business.

Managed Accounts: Expansive solutions for your clients. Greater opportunities for your business. Managed Accounts: Expansive solutions for your clients. Greater opportunities for your business. Managed Accounts: Growing Opportunity. Assets in managed accounts continue to grow and are estimated to

More information

Morningstar Investment Research Center User s Guide

Morningstar Investment Research Center User s Guide Morningstar Investment Research Center User s Guide Welcome to the Guide to Morningstar Investment Research Center. Morningstar Investment Research Center is among today s most comprehensive financial

More information

Accounting & Finance Solutions

Accounting & Finance Solutions Did you get into business to crunch numbers? We didn t think so. iprocess Online crunches all your numbers more quickly and cost effectively than you ever could, providing a comprehensive portfolio of

More information

CROSS INDUSTRY PegaRULES Process Commander. Bringing Insight and Streamlining Change with the PegaRULES Process Simulator

CROSS INDUSTRY PegaRULES Process Commander. Bringing Insight and Streamlining Change with the PegaRULES Process Simulator CROSS INDUSTRY PegaRULES Process Commander Bringing Insight and Streamlining Change with the PegaRULES Process Simulator Executive Summary All enterprises aim to increase revenues and drive down costs.

More information

OneAmerica. OneSolution.

OneAmerica. OneSolution. Retirement service capabilities of the OneAmerica companies Products and financial services provided by the companies of OneAmerica Financial Partners, Inc. Our commitment What makes us different is our

More information

EFFICIENTLY RUN YOUR OPERATIONS. Accounts Receivable Track individual clients, organizations, and funding sources separately.

EFFICIENTLY RUN YOUR OPERATIONS. Accounts Receivable Track individual clients, organizations, and funding sources separately. At a Glance years serving the nonprofit and education sectors MANAGE ACCOUNTING FOR NONPROFITS REPORT AND BUDGET WITH CONFIDENCE EFFICIENTLY RUN YOUR OPERATIONS MAINTAIN DATA INTEGRITY UNDERSTAND AND MANAGE

More information

Overview of Services. From Cost Control to Compliance and Counsel to Communication. A proud member of Retirement Plan Advisory Group

Overview of Services. From Cost Control to Compliance and Counsel to Communication. A proud member of Retirement Plan Advisory Group Overview of Services A proud member of Retirement Plan Advisory Group From Cost Control to Compliance and Counsel to Communication Epstein Financial Services. 330 Whitney Avenue, Suite 610 Holyoke, MA

More information

THOMSON ONE INVESTMENT MANAGEMENT

THOMSON ONE INVESTMENT MANAGEMENT THOMSON REUTERS INVESTMENT MANAGEMENT THOMSON ONE INVESTMENT MANAGEMENT POWERFUL PORTFOLIO MANAGEMENT. INCREASED ALPHA. IN-DEPTH INSIGHTS. INCREASED ALPHA. Thomson ONE Investment Management one single

More information

IDEAS Property Clerk Enterprise Property Management Accounting Software. IDEAS Software 1-866-346-6700 www.ideascomputer.com

IDEAS Property Clerk Enterprise Property Management Accounting Software. IDEAS Software 1-866-346-6700 www.ideascomputer.com IDEAS Property Clerk Enterprise Property Management Accounting Software IDEAS Software 1-866-346-6700 www.ideascomputer.com Table of Contents IDEAS Property Clerk Enterprise Product Overview...1 Key Benefits

More information

ORACLE PLANNING AND BUDGETING CLOUD SERVICE

ORACLE PLANNING AND BUDGETING CLOUD SERVICE ORACLE PLANNING AND BUDGETING CLOUD SERVICE ENTERPRISE WIDE PLANNING, BUDGETING AND FORECASTING KEY FEATURES Multi-dimensional / multi user planning with a powerful business rules engine Flexible workflow

More information

2014 TSS Software, a Division of First American Professional Real Estate Services, Inc.

2014 TSS Software, a Division of First American Professional Real Estate Services, Inc. 2014 TSS Software, a Division of First American Professional Real Estate Services, Inc. Effective April 21, 2014 TABLE OF CONTENTS About TSS... 3 TSS Products Overview... 4 TitleExpress... 5 Flexible Solutions...

More information

UK and Irish financial company information and business intelligence. bvdinfo.com

UK and Irish financial company information and business intelligence. bvdinfo.com UK and Irish financial company information and business intelligence bvdinfo.com A database of UK and Irish company information and business intelligence fame combines comprehensive company information

More information

Self-Service Business Intelligence

Self-Service Business Intelligence Self-Service Business Intelligence BRIDGE THE GAP VISUALIZE DATA, DISCOVER TRENDS, SHARE FINDINGS Solgenia Analysis provides users throughout your organization with flexible tools to create and share meaningful

More information

APT Integrated risk management for the buy-side

APT Integrated risk management for the buy-side APT Integrated risk management for the buy-side SUNGARD S APT: INTEGRATED RISK MANAGEMENT FOR THE BUY-SIDE SunGard APT helps your business to effectively monitor and manage its investment risks. Whatever

More information

Control expenses and accelerate the growth of your advisory business with a leader in managed account solutions.

Control expenses and accelerate the growth of your advisory business with a leader in managed account solutions. F U N D Q U E S T S E R V I C E S O V E R V I E W A Strategic Outsourcing Partner Control expenses and accelerate the growth of your advisory business with a leader in managed account solutions. Investment

More information

Business Online Banking Enhancements Monday, March 9, 2015

Business Online Banking Enhancements Monday, March 9, 2015 Business Online Banking Enhancements Monday, March 9, 2015 On March 9 th you will notice a few enhancements made to your Business Online Banking site. These changes have been implemented to improve your

More information

CAMRI Guide to Bloomberg Version 1.0

CAMRI Guide to Bloomberg Version 1.0 CAMRI Guide to Bloomberg Version 1.0 Centre for Asset Management Research & Investments (CAMRI) NUS Business School The Terminal is a 24-hour, global financial services system that provides transparent

More information

(KPIs) featuring a nancial analysis and Top 5

(KPIs) featuring a nancial analysis and Top 5 Sage ERP Accpac Sage ERP Accpac Intelligence Standard Reports Sage ERP Accpac Intelligence empowers you to quickly and easily gain control and obtain the information you need from across your business.

More information

Sage Evolution Version 7 Intelligence Reporting Standard Reports

Sage Evolution Version 7 Intelligence Reporting Standard Reports Sage Evolution Version 7 Intelligence Reporting Standard Reports Get a number of ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment

More information

Asset Track Getting Started Guide. An Introduction to Asset Track

Asset Track Getting Started Guide. An Introduction to Asset Track Asset Track Getting Started Guide An Introduction to Asset Track Contents Introducing Asset Track... 3 Overview... 3 A Quick Start... 6 Quick Start Option 1... 6 Getting to Configuration... 7 Changing

More information

Morningstar Direct Quick Start Guide

Morningstar Direct Quick Start Guide Morningstar Direct Quick Start Guide Table of Contents Getting Started... 3 Morningstar Direct Folders... 4 Basic Functions of Main Folders... 5 Searching with Morningstar Direct... 7 Create a Basic Search...

More information

Industry-leading Credit Risk Solutions

Industry-leading Credit Risk Solutions Industry-leading Credit Risk Solutions About Us Fitch Solutions provides a range of industry-leading products and professional development services to the global financial community. In addition to offering

More information

Technical Overview of Morae : Usability testing software with insight you can share

Technical Overview of Morae : Usability testing software with insight you can share Technical Overview of Morae : Usability testing software with insight you can share Functionality that you could previously only obtain by combining multiple hardware and software products is now fully

More information

Well known electronics and manufacturing company based in Manchester, UK.

Well known electronics and manufacturing company based in Manchester, UK. Case Study Customer Well known electronics and manufacturing company based in Manchester, UK. Profile The business is a member of one of the biggest electronic group based in Japan. Their organization

More information

Simplify Critical Decision-Making with Powerful

Simplify Critical Decision-Making with Powerful Rocket CorVu NG Simplify Critical Decision-Making with Powerful Data Visualization Rocket CorVu NG s robust dashboard functionality allows you to see your data the way you want to see it, arming you with

More information

AdvAnced Business MAnAger The NexT GeNeraTioN of accounting software

AdvAnced Business MAnAger The NexT GeNeraTioN of accounting software Advanced Business Manager The Next Generation of accounting software Overview Advanced Business Manager (ABM) has been designed and developed by accountants to create the next generation of accounting

More information

A Beginners Guide Getting Started with trademonster

A Beginners Guide Getting Started with trademonster A Beginners Guide Getting Started with trademonster info@trademonster.com 1-877-598-3190 Welcome to trademonster We re glad you chose to be a part of the new era in online brokerage. The trademonster platform

More information

Build your investment program on a strong foundation

Build your investment program on a strong foundation A MassMutual Investment Program Guide for Financial Professionals Build your investment program on a strong foundation Smart Architecture SM offers retirement plan sponsors and advisors Diversification

More information

Premium Lister. Optimization Guide. Take full advantage of your account to promote your listings and connect with prospects

Premium Lister. Optimization Guide. Take full advantage of your account to promote your listings and connect with prospects Premium Lister Optimization Guide Take full advantage of your account to promote your listings and connect with prospects Premium Lister Optimization Guide Maximize Your Marketing Efforts Once you ve added

More information

Optimize Retail Label and Poster Printing with SAP Software

Optimize Retail Label and Poster Printing with SAP Software SAP Brief Extensions SAP Label and Poster Printing by GK Objectives Optimize Retail Label and Poster Printing with SAP Software Take control of retail printing processes Take control of retail printing

More information

ECONOMICS & COUNTRY RISK. Solution Overview for Manufacturing Companies

ECONOMICS & COUNTRY RISK. Solution Overview for Manufacturing Companies ECONOMICS & COUNTRY RISK Solution Overview for Manufacturing Companies Shifting economic power and emerging risks creates uncertainty across global markets. In order to maintain a competitive advantage

More information

Rapid Answer. World class business telephone answering services Never miss a sale, enquiry or chance to manage your reputation ever again!

Rapid Answer. World class business telephone answering services Never miss a sale, enquiry or chance to manage your reputation ever again! Rapid Answer World class business telephone answering services Never miss a sale, enquiry or chance to manage your reputation ever again! Rapid Answer provides reliable, affordable, all day and year round

More information

SOLO NETWORK (11) 4062-6971 (21) 4062-6971 (31) 4062-6971 (41) 4062-6971 (48) 4062-6971 (51) 4062-6971 (61) 4062-6971. version Adobe PageMaker 7.

SOLO NETWORK (11) 4062-6971 (21) 4062-6971 (31) 4062-6971 (41) 4062-6971 (48) 4062-6971 (51) 4062-6971 (61) 4062-6971. version Adobe PageMaker 7. (11) 4062-6971 (21) 4062-6971 (31) 4062-6971 (41) 4062-6971 (48) 4062-6971 (51) 4062-6971 (61) 4062-6971 Macintosh OS /Windows 98/2000/NT/Windows ME version Adobe PageMaker 7.0 Overview T his overview

More information

Making confident decisions with the full spectrum of analysis capabilities

Making confident decisions with the full spectrum of analysis capabilities IBM Software Business Analytics Analysis Making confident decisions with the full spectrum of analysis capabilities Making confident decisions with the full spectrum of analysis capabilities Contents 2

More information

Jennifer Salerno Campus Relationship Manager Credit Suisse Campus Recruiting phd.recruiting@credit-suisse.com

Jennifer Salerno Campus Relationship Manager Credit Suisse Campus Recruiting phd.recruiting@credit-suisse.com To all Ph.D. and Quantitative Master's Degree students: In our last communication to you, we announced that Credit Suisse posted several full-time and summer opportunities through your University's Career

More information

To determine the fields in a table decide what you need to know about the subject. Here are a few tips:

To determine the fields in a table decide what you need to know about the subject. Here are a few tips: Access Introduction Microsoft Access is a relational database software product that you can use to organize your data. What is a "database"? A database is an integrated collection of data that shares some

More information

Investment Loan Program

Investment Loan Program Product Brochure Investment Loan Program For advisor information only Page 1 of 16 Page 1 of 16 About B2B Bank A leading Canadian supplier of third-party investment and RRSP loans. Provides lending solutions

More information

300 Intelligence Reporting. Sage 300 2016 Intelligence Reporting Customer Frequently asked questions

300 Intelligence Reporting. Sage 300 2016 Intelligence Reporting Customer Frequently asked questions 300 Intelligence Reporting Sage 300 2016 Intelligence Reporting Customer Table of contents 1. Overview of Sage Intelligence Reporting 3 2. Comparisons of Sage Intelligence Reporting and Sage Enterprise

More information

Embracing the Freedom of Independence Please call 800-478-2602 or visit www.woodstockfg.com

Embracing the Freedom of Independence Please call 800-478-2602 or visit www.woodstockfg.com Embracing the Freedom of Independence Please call 800-478-2602 or visit www.woodstockfg.com Adviser can now own their financial practice, removing themselves from the typical office setting and turn possibilities

More information

imc FAMOS 6.3 visualization signal analysis data processing test reporting Comprehensive data analysis and documentation imc productive testing

imc FAMOS 6.3 visualization signal analysis data processing test reporting Comprehensive data analysis and documentation imc productive testing imc FAMOS 6.3 visualization signal analysis data processing test reporting Comprehensive data analysis and documentation imc productive testing imc FAMOS ensures fast results Comprehensive data processing

More information

COPY. The Critical Role of Investment Management Reporting. PORTFOLIO Richard Bloch

COPY. The Critical Role of Investment Management Reporting. PORTFOLIO Richard Bloch Objective: Create fulfillment materials for lead generation offer, Inc. is the world s leading provider of automated solutions for investment professionals enabling these firms to run their businesses

More information

Product brochure. Investment Loan Program BANKING THAT WORKS FOR ADVISORS. For advisor information only

Product brochure. Investment Loan Program BANKING THAT WORKS FOR ADVISORS. For advisor information only Product brochure For advisor information only Investment Loan Program BANKING THAT WORKS FOR ADVISORS About B2B Bank A leading Canadian supplier of third-party investment and RSP loans. Provides lending

More information

ETF Web Applications. For Advisors, Investors and Traders MONITOR SEARCH SHARE ANALYZE MODEL. Comprehensive Web Services for the ETF Investment Cycle

ETF Web Applications. For Advisors, Investors and Traders MONITOR SEARCH SHARE ANALYZE MODEL. Comprehensive Web Services for the ETF Investment Cycle ETF Web Applications For Advisors, Investors and Traders Comprehensive Web Services for the ETF Investment Cycle MONITOR SEARCH SHARE ANALYZE MODEL STRENgThEN AND grow your business WITh COMpREhENSIvE

More information

22 West Washington Street Chicago Illinois 60602

22 West Washington Street Chicago Illinois 60602 22 West Washington Street Chicago Illinois 60602 Table of Contents Overview Morningstar Investment Research Center 1 Screeners Get to Screeners from the Homepage 2 The Basics of Creating a Screen 3 Morningstar

More information

Committed to Exceptional Portfolio Management

Committed to Exceptional Portfolio Management The NEI Investments Portfolio Manager Selection and Monitoring : Committed to Exceptional Portfolio Management MUTUAL FUNDS DONE DIFFERENTLY..888.809. NEIinvestments.com @NEIinvestments MUTUAL FUNDS DONE

More information

BetterInvesting s Online Stock and Mutual Fund Analysis Tools

BetterInvesting s Online Stock and Mutual Fund Analysis Tools BetterInvesting s Online Stock and Mutual Fund Analysis Tools A faster, more effective way to identify and select quality growth stocks and mutual funds. Membership in BetterInvesting brings you a wealth

More information

Business Intelligence Capabilities Sage MAS 90 ERP and QuickBooks Enterprise Solutions

Business Intelligence Capabilities Sage MAS 90 ERP and QuickBooks Enterprise Solutions A Comparison Of Business Intelligence Capabilities Sage MAS 90 ERP and QuickBooks Enterprise Solutions February 1, 2008 Charles C. Chewning, Jr. Solutions 1256 Providence Knoll Drive Richmond, VA 23236

More information

DO MORE FOR YOUR DAY ONE OF RETIREMENT AND BEYOND SUCCEED. The Prudential SmartSolution IRA

DO MORE FOR YOUR DAY ONE OF RETIREMENT AND BEYOND SUCCEED. The Prudential SmartSolution IRA SUCCEED SUNRISE PHOTOS TAKEN BY REAL PEOPLE OF THEIR ACTUAL DAY ONES OF RETIREMENT. WHAT WILL YOURS LOOK LIKE? The Prudential SmartSolution IRA DO MORE FOR YOUR DAY ONE OF RETIREMENT AND BEYOND An easy

More information

Sage 100 ERP. What s New in Sage 100 ERP 4.5? BENEFITS

Sage 100 ERP. What s New in Sage 100 ERP 4.5? BENEFITS Sage 100 ERP What s New in Sage 100 ERP 4.5? Compelling Value. More Flexibility. Inspired by You. Sage 100 ERP (formerly Sage ERP MAS 90 and 200) 4.5 is packed with compelling value, new features and functionality,

More information

Sage ERP I White Paper

Sage ERP I White Paper I White Paper Improving ERP Usability: How Intuitive ERP Drives Productivity, Improves ROI and Enhances Collaboration Table of Contents Executive Summary... 3 Traditional ERPs... 3 Improving the User Experience...

More information

Category Management Software Solution

Category Management Software Solution Category Management Software Solution RetailZoom is proud to re-sell and support Shelf Logic. Shelf Logic, a USA company, was founded in 1995 to provide an easier way for companies to create planograms.

More information

imc FAMOS 6.3 visualization signal analysis data processing test reporting Comprehensive data analysis and documentation imc productive testing

imc FAMOS 6.3 visualization signal analysis data processing test reporting Comprehensive data analysis and documentation imc productive testing imc FAMOS 6.3 visualization signal analysis data processing test reporting Comprehensive data analysis and documentation imc productive testing www.imcfamos.com imc FAMOS at a glance Four editions to Optimize

More information

Sage 50 Intelligence Reporting

Sage 50 Intelligence Reporting Sage 50 Intelligence Reporting Standard reports Get 18 ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft Excel, the

More information

Solutions Portfolio Management & Trading

Solutions Portfolio Management & Trading Solutions Portfolio Management & Trading End-to-End Processing and Communications Leveraging More Than 2,500 Interfaces Allow You to Deliver Your Best to Your Investors Solutions As the wealth management

More information

Pivot Charting in SharePoint with Nevron Chart for SharePoint

Pivot Charting in SharePoint with Nevron Chart for SharePoint Pivot Charting in SharePoint Page 1 of 10 Pivot Charting in SharePoint with Nevron Chart for SharePoint The need for Pivot Charting in SharePoint... 1 Pivot Data Analysis... 2 Functional Division of Pivot

More information

Property & Asset Management Software Deployed by the world s leading real estate solution provider

Property & Asset Management Software Deployed by the world s leading real estate solution provider Property & Asset Management Software Deployed by the world s leading real estate solution provider On 5 continents and in 40 countries, Intuit MRI Real Estate Solutions is the premier global provider of

More information

HP Application Lifecycle Management (ALM)

HP Application Lifecycle Management (ALM) HP Application Lifecycle Management (ALM) Knowledge Share Maheshwar Salendra Date : 12/02/2012 AGENDA: Introduction to ALM ALM Functionality by Edition ALM Home page Side bars: Management Requirements

More information

The Exceptional Assistant Overview

The Exceptional Assistant Overview The Exceptional Assistant Overview Base Modules: Client, Business, Loan, Project and Custom Report Builder The Exceptional Assistant (TEA) software is the most complete organizational management software

More information

DIVA Advanced Stochastic & Dynamic Financial Analysis Modeling

DIVA Advanced Stochastic & Dynamic Financial Analysis Modeling DIVA Advanced Stochastic & Dynamic Financial Analysis Modeling A flexible, intuitive tool to model the financial impact of complex, volatile insurance s in a rapidly changing environment Introducing DIVA

More information

CLOCKWORK Training Manual and Reference: Inventory. TechnoPro Computer Solutions, Inc.

CLOCKWORK Training Manual and Reference: Inventory. TechnoPro Computer Solutions, Inc. CLOCKWORK Training Manual and Reference: Inventory TechnoPro Computer Solutions, Inc. Table of Contents Inventory Learning Objectives License Key 5 Create a Catalog 6 Assign Permissions 9 Categories and

More information

SMB Intelligence. Reporting

SMB Intelligence. Reporting SMB Intelligence Reporting Introduction Microsoft Excel is one of the most popular business tools for data analysis and light accounting functions. The SMB Intelligence Reporting powered by Solver is designed

More information

Luminate CRM helps nonprofits like yours build stronger relationships with all of your supporters, whether prospects, donors, volunteers,

Luminate CRM helps nonprofits like yours build stronger relationships with all of your supporters, whether prospects, donors, volunteers, Luminate CRM Advanced CRM & Analytics for Nonprofits Luminate CRM helps nonprofits like yours build stronger relationships with all of your supporters, whether prospects, donors, volunteers, advocates,

More information

Made for the User, By the User. Cloud-Based Residential Management Application

Made for the User, By the User. Cloud-Based Residential Management Application Residential Management Technology Breaking the disconnect between frontline personnel and the executive team Cloud-Based Residential Management Application Made for the User, By the User All of Your Core

More information

Strategic Advisers Fundamental Research Process: A Unique, Style-Based Approach

Strategic Advisers Fundamental Research Process: A Unique, Style-Based Approach STRATEGIC ADVISERS, INC. Strategic Advisers Fundamental Research Process: A Unique, Style-Based Approach By Jeff Mitchell, Senior Vice President, Director of Research, Strategic Advisers, Inc. KEY TAKEAWAYS

More information

THOMSON REUTERS SELL-SIDE RESEARCH THOMSON ONE RESEARCH ANALYST WITH DATASTREAM GET THE COMPLETE PICTURE

THOMSON REUTERS SELL-SIDE RESEARCH THOMSON ONE RESEARCH ANALYST WITH DATASTREAM GET THE COMPLETE PICTURE THOMSON REUTERS SELL-SIDE RESEARCH THOMSON ONE RESEARCH ANALYST WITH DATASTREAM GET THE COMPLETE PICTURE INTRODUCING THOMSON ONE RESEARCH ANALYST WITH DATASTREAM Get the complete picture, differentiate

More information

Rocket CorVu NG. Rocket. Independence from Engineering. Powerful Data Visualization for Critical Decision-Making. brochure

Rocket CorVu NG. Rocket. Independence from Engineering. Powerful Data Visualization for Critical Decision-Making. brochure Rocket CorVu NG Powerful Data Visualization for Critical Decision-Making With Rocket CorVu NG, Business Intelligence (BI) technical users create applications that unlock the power of data to arm users

More information

FEATURES AT A GLANCE (FEBRUARY 2015)

FEATURES AT A GLANCE (FEBRUARY 2015) FEATURES AT A GLANCE (FEBRUARY 2015) USER SIDE FEATURES CONFERENCE HOSTED BUYER EXHIBITION GALA DINNER Own Branding Custom Registration Registrant Profiling with Photo/Logo Upload Online Payment/Invoicing

More information

THE FASTEST ROUTE FROM DATA TO REAL INSIGHT DEALS BUSINESS INTELLIGENCE FINANCE

THE FASTEST ROUTE FROM DATA TO REAL INSIGHT DEALS BUSINESS INTELLIGENCE FINANCE THE FASTEST ROUTE FROM DATA TO REAL INSIGHT DEALS BUSINESS INTELLIGENCE FINANCE MANAGE AND GROW YOUR BUSINESS WITH A DYNAMIC ANALYSIS TOOL THAT BRINGS GREATER INSIGHT AND FLEXIBILITY TO THE MANAGEMENT

More information