Investment Management Fee Billing

Successful advisors need to have the flexibility to offer and support a wide array of products and pricing structures including the ability to handle diverse…

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International Portfolios

Some advisors gain the benefits of global diversification committing a small percentage of their portfolios to international equities. Having a diversified portfolio allows you the…

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Investment Management Business Intelligence

The significance of relevant data and analytics is more important than ever before.  Investment Management Business Intelligence allows users the flexibility to leverage information to…

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Time-weighted Return vs. Dollar

Regardless of whether or not you are GIPS compliant, it is important to understand and maintain a set of methodologies to be used when analyzing…

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Straight Through Processing

Virtually all advisors are looking for ways to optimize the speed at which transactions are processed. At FIN, we perform this task of straight through…

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Customized Statements

Social media makes direct communication with clients very easy but this sort of communicating is not serious and is often general in nature. Important client…

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Alternative Investments

Alternative investments can offer your clients greater access to new markets and strategies with potential for positive returns and lower risk.  Recent global regulatory changes…

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Client Goals & Investment Objectives

Your goal is to maximize returns and or preserve capital.  We all know the investment process begins with assisting the client in determining their investment…

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Integrated Platform

Integrated and centralized technology is scalability and efficient workflows that allow users to concentrate on what’s really important—your clients!     With FIN, you can…

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Managing Risk

Portfolio construction, portfolio optimization, and managing risk…what else is there?  There is so much attention drawn to market exposure.  WE all know why.  By…

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GIPS Performance

The FIN® Portfolio Management and Accounting System enables GIPS performance compliance in an easy to use manner.  The performance module can be used to automate…

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FINBrief: Accounting Made Easy

While many accounting systems enable you to correct errors they seldom get to eliminate the source of such errors. FIN’s accounting system with its…

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Portfolio Accounting Made Easy

In today’s competitive financial market where decisions are made quickly having access to a system that can provide instant, accurate information based on real…

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FINBrief: Customized Trading

Trading activity that is not automated has a potential for more errors.  When information travels through several manual processes it increases the opportunity for human…

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Customized Trading

FIN’s customized trading and order management functionality is fully integrated with the FIN Global Portfolio Management System providing users with portfolio modeling, rebalancing, block…

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Rebalancing FINBrief: Value of Utilization

Investment managers develop risk models and optimal portfolios to an investment objective profile. As an investment professional you understand that different asset classes provide variable…

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Operational Risk Management FINBrief

Portfolios require a system that allows investment professionals to monitor portfolios to mitigate risk for both pre and post trade compliance. FIN’s robust customizable…

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Operational Risk Management

Since 1999, the Basel Committee on Banking Supervision recognized operational risk as a distinct and legitimate issue for any size practice.  They believe that you…

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Scalability and Efficiency FINBrief

Our client had tried for a long time to obtain a workable Customer Relationship Management (CRM) system that was specific for their needs. They approached…

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CUSTOM SOFTWARE!

Customized or tailor made software packages are primarily designed for organizations to accommodate user preference and expectations at the time of development.  Likely, custom software…

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Asset Management Challenges

Asset managers are forced to work with different reporting systems related to different asset classes in order to efficiently manage their day to day operations…

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Governance, Risk Management and Compliance: GRC

The investment community has always required compliance departments to provide guidance ranging from monitoring trading activity, preventing conflicts of interest and ensuring rules and regulations…

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