http://www.bobsguide.com Software and services designed to evaluate the performance of companies, and to provide detailed reports to clients of the factors that have lead to such performance. en-us Copyright (c) 2013 MyGuides Ltd Mon, 20 May 2013 06:00:08 +0100 Mon, 20 May 2013 06:00:08 +0100 support@bobsguide.com (Bobsguide Support) support@bobsguide.com (Bobsguide Support) http://www.bobsguide.com/images/logo.gif http://www.bobsguide.com 100 192 Bobsguide logo http://www.bobsguide.com/guide/prod/5-14376-asset-servicing-hiportfolio.html <a href="http://www.bobsguide.com/guide/vend/dst-global-solutions.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/sct.gif" alt="DST Global Solutions" width="130" height="65"></a> HiPortfolio&reg; is the award-winning, complete Investment Accounting and Asset Servicing solution for your investment management operations. HiPortfolio has been chosen by Third-Party Administrators (TPA) and asset management firms in more than 35 countries. All HiPortfolio clients count on its... <p><a href="http://www.bobsguide.com/guide/vend/dst-global-solutions.html">DST Global Solutions</a></p> http://www.bobsguide.com/guide/prod/5-14376.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-19708-linedata-reporting.html <a href="http://www.bobsguide.com/guide/vend/linedata.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/adupais.gif" alt="LINEDATA" width="130" height="51"></a> Linedata Reporting is a fully integrated solution for existing Linedata clients, providing a robust reporting package through deployed installation or the Application Service Provider (ASP) models.&nbsp; Linedata Reporting makes it easy to create sophisticated reports for both internal and external... <p><a href="http://www.bobsguide.com/guide/vend/linedata.html">LINEDATA</a></p> http://www.bobsguide.com/guide/prod/5-19708.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-13340-spectrum-warehouse.html <a href="http://www.bobsguide.com/guide/vend/financial-software-systems-inc-.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/sfss1.gif" alt="Financial Software Systems Inc." width="130" height="65"></a> Spectrum Warehouse is a comprehensive and integrated cross-product trade management platform.&nbsp; Within one integrated platform clients' Foreign Exchange, Money Market, Fixed Income, Equity and Derivative positions can be monitored in real-time.&nbsp; The robust Spectrum Warehouse architecture... <p><a href="http://www.bobsguide.com/guide/vend/financial-software-systems-inc-.html">Financial Software Systems Inc.</a></p> http://www.bobsguide.com/guide/prod/5-13340.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-18446-infosheet.html Infosheet is Infovest&rsquo;s powerful client reporting solution that complements the Infostore data warehouse. Infosheet allows users to build unlimited report packs for their client reporting requirements (encompassing monthlies, quarterlies and factsheets), as well as allowing reporting... http://www.bobsguide.com/guide/prod/5-18446.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-4267-pagestm.html <a href="http://www.bobsguide.com/guide/vend/ssc-technologies-inc-.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/1008.jpg" alt="SS&C Technologies Inc." width="97" height="65"></a> In an increasingly competitive market, superb client service is a prerequisite to attracting and retaining clients. Pages is a market-leading client communication system that generates customized client statements automatically. Pages helps you enhance client service by producing impressive client... <p><a href="http://www.bobsguide.com/guide/vend/ssc-technologies-inc-.html">SS&C Technologies Inc.</a></p> http://www.bobsguide.com/guide/prod/5-4267.html Thu, 07 Jun 2007 16:30:37 +0100 http://www.bobsguide.com/guide/prod/5-12089-respond-intelligence.html By offering a deep insight into the trends within customer attitudes and behaviour, Respond Intelligence allows organizations to directly monitor product performance and drive business improvement by identifying the key product or service barriers to increased customer satisfaction and loyalty. http://www.bobsguide.com/guide/prod/5-12089.html Thu, 17 Jan 2008 12:08:54 +0000 http://www.bobsguide.com/guide/prod/5-4703-valordata-feed-vdf.html <a href="http://www.bobsguide.com/guide/vend/six-financial-information.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/stelk.gif" alt="SIX Financial Information " width="130" height="17"></a> &nbsp; &nbsp; VDF delivers all types of data including descriptive andsecurity ID cross-reference data, capital changes, dividendpayments, corporate actions, valuation prices,ratings, and much more.&nbsp;SIX Financial Information&nbsp;collects this financialdata directly from hundreds of global... <p><a href="http://www.bobsguide.com/guide/vend/six-financial-information.html">SIX Financial Information </a></p> http://www.bobsguide.com/guide/prod/5-4703.html Tue, 04 Mar 2008 16:12:38 +0000 http://www.bobsguide.com/guide/prod/5-24193-pcontrol-tax-accounting.html <a href="http://www.bobsguide.com/guide/vend/milestone-group.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/Miles.gif" alt="Milestone Group" width="130" height="60"></a> pControl&rsquo;s Tax &amp; Accounting solution is intended for organisations who undertake fund accounting activities such as calculation of fund distributions, tax accruals, gains / loss calculation or general ledger processing for multi-tiered structures. When combined with the pControl Funds... <p><a href="http://www.bobsguide.com/guide/vend/milestone-group.html">Milestone Group</a></p> http://www.bobsguide.com/guide/prod/5-24193.html Mon, 07 Nov 2011 06:37:33 +0000 http://www.bobsguide.com/guide/prod/5-5672-client-reporting.html Our robust client reporting software suite, provides an end-to-end solution from unified data collection and report design to production and distribution across all channels http://www.bobsguide.com/guide/prod/5-5672.html Tue, 05 Feb 2008 11:22:51 +0000 http://www.bobsguide.com/guide/prod/5-26172-secure-portals.html We provide secure branded portals designed to give the right people the right access to the right information – on web and mobile, wherever they need it. Our Secure Portal range includes: Investor Portal, Advisor Portal, Document Portal. http://www.bobsguide.com/guide/prod/5-26172.html Tue, 02 Apr 2013 11:05:13 +0100 http://www.bobsguide.com/guide/prod/5-13338-libris-financial-portfolio-reporting.html Portfolio Reporting, naturally, can produce all of these fundamental reports but addresses much broader requirements such as consistency across reports, using flexible styles and fonts across investment products, speed and methods of delivery to clients and their affiliates via electronic means as ... http://www.bobsguide.com/guide/prod/5-13338.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-7892-document-contents-management.html Advanced technology of linking business data into MS Word, Excel, PDF documents produced by application. Based on of Data models – association of User friendly business data names with physical data location. Plug-ins for Word & Excel allow to access Data models and place the data on the template http://www.bobsguide.com/guide/prod/5-7892.html Fri, 06 Oct 2006 12:25:12 +0100 http://www.bobsguide.com/guide/prod/5-14674-e2gen-balance-reporting.html <a href="http://www.bobsguide.com/guide/vend/aqua-global-solutions.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/c2279.png" alt="Aqua Global Solutions" width="130" height="39"></a> Financial institutions need to provide Balance Reporting information to meet client and counterparty requirements in the most cost effective and flexible manner.&nbsp;Its aim is to provide greater levels of reporting transparency and higher degree of quality control. e2gen&rsquo;s Balance Reporting... <p><a href="http://www.bobsguide.com/guide/vend/aqua-global-solutions.html">Aqua Global Solutions</a></p> http://www.bobsguide.com/guide/prod/5-14674.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-14685-e2gen-holdings-reporting.html <a href="http://www.bobsguide.com/guide/vend/aqua-global-solutions.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/c2279.png" alt="Aqua Global Solutions" width="130" height="39"></a> Part of the role of Custodians/sub-custodians is to provide either positional or transactional Holdings Reporting information to meet client requirements. Positional statements report the quantity and identification of financial instruments which the custodian/sub-custodian maintains for the account... <p><a href="http://www.bobsguide.com/guide/vend/aqua-global-solutions.html">Aqua Global Solutions</a></p> http://www.bobsguide.com/guide/prod/5-14685.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-23859-redi2-software-as-a-service-saas.html <a href="http://www.bobsguide.com/guide/vend/redi2-technologies-inc-.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/Redi2.gif" alt="Redi2 Technologies, Inc." width="150" height="32"></a> Businesses excel by focusing on their expertise. For your firm, success is based on the ability to deliver solid investment advice, increase assets under management and strengthen client relationships. For Redi2 Technologies, success is based on our ability to deliver sophisticated yet... <p><a href="http://www.bobsguide.com/guide/vend/redi2-technologies-inc-.html">Redi2 Technologies, Inc.</a></p> http://www.bobsguide.com/guide/prod/5-23859.html Fri, 19 Aug 2011 16:55:38 +0100 http://www.bobsguide.com/guide/prod/5-23858-redi2-revenue-manager-im.html <a href="http://www.bobsguide.com/guide/vend/redi2-technologies-inc-.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/Redi2.gif" alt="Redi2 Technologies, Inc." width="150" height="32"></a> Powerfully-Intuitive Fee Billing That Gives Asset Management Firms Increased Control and Scalability Redi2 Revenue Manager[IM]&trade;, our industry-leading fee billing and revenue management solution, helps institutional and private client asset managers more effectively manage the entire revenue... <p><a href="http://www.bobsguide.com/guide/vend/redi2-technologies-inc-.html">Redi2 Technologies, Inc.</a></p> http://www.bobsguide.com/guide/prod/5-23858.html Fri, 19 Aug 2011 16:48:49 +0100 http://www.bobsguide.com/guide/prod/5-23857-redi2-collect.html <a href="http://www.bobsguide.com/guide/vend/redi2-technologies-inc-.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/Redi2.gif" alt="Redi2 Technologies, Inc." width="150" height="32"></a> &nbsp; Key Features and Benefits &bull; Sophisticated collections management with receivable aging, Dunning letters&nbsp;and bad-debt management &bull; Display unpaid balances on subsequent client statements and invoices &bull; Cash management integrated with third-party lockbox vendors... <p><a href="http://www.bobsguide.com/guide/vend/redi2-technologies-inc-.html">Redi2 Technologies, Inc.</a></p> http://www.bobsguide.com/guide/prod/5-23857.html Fri, 19 Aug 2011 16:42:39 +0100 http://www.bobsguide.com/guide/prod/5-13069-tercero-reporting.html tercero Reporting. Our strategy with client reporting is to first solve the major issue that plagues all investment organisations DATA. Without good, clean, accurate and well structured data no client reporting system can work effectively. http://www.bobsguide.com/guide/prod/5-13069.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-4319-yolus-ltd-y-mac.html Y-MAC - the fast and cost effective way of realising a real-time view of brokerage operations. Designed to scale to the requirements of both small and large enterprises, Y-MAC connects with the systems in place to deliver a real-time view of client brokerage across products and locations. It... http://www.bobsguide.com/guide/prod/5-4319.html Tue, 14 Mar 2006 14:06:04 +0000 http://www.bobsguide.com/guide/prod/5-19436-advent-portfolio-exchange.html <a href="http://www.bobsguide.com/guide/vend/advent-software-inc-.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/ADVEUR.gif" alt="Advent Software, Inc." width="130" height="65"></a> Advent Portfolio Exchange Comprehensive Portfolio Management Solution Advent Portfolio Exchange&reg; (APX) sets the standard for portfolio management technology. This end-to-end solution integrates all phases of the investment management process -&ndash; portfolio management, performance... <p><a href="http://www.bobsguide.com/guide/vend/advent-software-inc-.html">Advent Software, Inc.</a></p> http://www.bobsguide.com/guide/prod/5-19436.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-14274-reporting-to-clients.html <a href="http://www.bobsguide.com/guide/vend/3i-infotech.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/ICICI.jpg" alt="3i Infotech" width="130" height="65"></a> Reporting to Clients has been developed using&nbsp;our intimate knowledge of the investment management industry. It is a scalable, standalone solution which encompasses the entire investment reporting process. Consequently, Reporting to Clients generates efficiencies and provides management with... <p><a href="http://www.bobsguide.com/guide/vend/3i-infotech.html">3i Infotech</a></p> http://www.bobsguide.com/guide/prod/5-14274.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-23707-prospero-wealth-management.html <a href="http://www.bobsguide.com/guide/vend/sage-sa.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/SAGESA.gif" alt="SAGE SA" width="130" height="39"></a> Prospero Wealth Management is a comprehensive financial platform that includes everything you need to run a wealth management business--from the front office to the back office, including General Ledger--without having to use multiple systems and spreadsheets. Highlights: Includes a... <p><a href="http://www.bobsguide.com/guide/vend/sage-sa.html">SAGE SA</a></p> http://www.bobsguide.com/guide/prod/5-23707.html Mon, 01 Aug 2011 10:58:28 +0100 http://www.bobsguide.com/guide/prod/5-24702-tradar-investmentmanagertm.html <a href="http://www.bobsguide.com/guide/vend/tradar-ltd-.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/v-5612.gif" alt="Tradar Ltd." width="130" height="29"></a> Tradar InvestmentManager&trade; is the leading front office solution for enhanced portfolio management and offers unrivalled decision support. Designed to give portfolio managers greater control and enables easier, more efficient tracking of the investment process. Tradar InvestmentManager&trade;... <p><a href="http://www.bobsguide.com/guide/vend/tradar-ltd-.html">Tradar Ltd.</a></p> http://www.bobsguide.com/guide/prod/5-24702.html Tue, 06 Mar 2012 12:26:55 +0000 http://www.bobsguide.com/guide/prod/6-v-7-1-singularity-client-reporting-accelerator.html Singularity’s Client Reporting Accelerator enables investment firms of all sizes to reduce the time, effort and cost of reporting investment performance to their Clients, while also offering the flexibility to service Clients more effectively. http://www.bobsguide.com/guide/prod/6-v-7-1.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-12658-scivantage-maxit.html Scivantage Maxit provides real-time, adjusted cost basis and tax-based investment decision support through a full range of tools designed to help financial advisors and retail investors track capital gains, generate Schedule D for tax filing and improve investment tax decisions. http://www.bobsguide.com/guide/prod/5-12658.html Mon, 10 Mar 2008 19:06:38 +0000 http://www.bobsguide.com/guide/prod/5-15683-trustportal.html The TrustPortal streamlines your business by combining several industry proven core solutions (Accounting, Investment Management, Reporting and Account Review) into a single platform. http://www.bobsguide.com/guide/prod/5-15683.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/6-75009-1-bi-sam-reporting-suite.html <a href="http://www.bobsguide.com/guide/vend/bi-sam-technologies.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/75009.jpg" alt="BI-SAM Technologies" width="78" height="65"></a> BI-SAM Reporting Suite allows you to customise and diffuse all types of demanding reports in a completely automated and secure manner. For a customised presentation of your performance. <p><a href="http://www.bobsguide.com/guide/vend/bi-sam-technologies.html">BI-SAM Technologies</a></p> http://www.bobsguide.com/guide/prod/6-75009-1.html Mon, 13 Nov 2006 17:33:36 +0000 http://www.bobsguide.com/guide/prod/5-4627-bi-sam-data-management-suite.html <a href="http://www.bobsguide.com/guide/vend/bi-sam-technologies.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/75009.jpg" alt="BI-SAM Technologies" width="78" height="65"></a> BI-SAM Data Management Suite is a multi-source info-centre for consolidating and archiving all qualitative data relative to the asset management world. For an advanced management of data integration, integrity, storage and extraction phases. <p><a href="http://www.bobsguide.com/guide/vend/bi-sam-technologies.html">BI-SAM Technologies</a></p> http://www.bobsguide.com/guide/prod/5-4627.html Mon, 13 Nov 2006 17:35:29 +0000 http://www.bobsguide.com/guide/prod/6-Vermilio-1-vermilion-reporting-suite-vrs.html <a href="http://www.bobsguide.com/guide/vend/vermilion-software-limited.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/Vermilio.png" alt="Vermilion Software Limited" width="94" height="65"></a> The award winning Vermilion Reporting Suite&nbsp;is&nbsp;a market leading&nbsp;Client Reporting&nbsp;solution designed for high quality multilingual output, extracting data from corporate databases and data files (including Excel and XML), applying client personalisation, formatting and branding and... <p><a href="http://www.bobsguide.com/guide/vend/vermilion-software-limited.html">Vermilion Software Limited</a></p> http://www.bobsguide.com/guide/prod/6-Vermilio-1.html Tue, 23 Jan 2007 17:29:59 +0000 http://www.bobsguide.com/guide/prod/5-25790-vermilion-reporting-portal-vrp.html <a href="http://www.bobsguide.com/guide/vend/vermilion-software-limited.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/Vermilio.png" alt="Vermilion Software Limited" width="94" height="65"></a> VRP provides clients with secure portal infrastructure software as an addition to VRS functionality. As with all our products and services, VRP can be fully configured to the client&rsquo;s design specification and is multi-tenanted for secure client access. It delivers reports to your portal,... <p><a href="http://www.bobsguide.com/guide/vend/vermilion-software-limited.html">Vermilion Software Limited</a></p> http://www.bobsguide.com/guide/prod/5-25790.html Mon, 10 Dec 2012 13:54:42 +0000 http://www.bobsguide.com/guide/prod/5-5158-back-office-administration-database-mgmt-services.html Data mgmt using Portfolio Center. Your choice of daily, weekly, or monthly. We download, post and reconcile your data remotely. (Basic service) Report printing, mailing and more (Full Service). Also available for initial db setup or exsiting db audits, mgmt fee calcs, training and consulting. http://www.bobsguide.com/guide/prod/5-5158.html Wed, 15 Nov 2006 20:34:29 +0000 http://www.bobsguide.com/guide/prod/6-Actuate-1-actuate-client-reporting-solutions.html Actuate Client Reporting Solutions. In financial services, the majority of your customers judge you by the information you deliver to them. If you are providing detailed account information to customers, Actuate applications: Increase customer value & satisfaction, Reduce call centre & printing... http://www.bobsguide.com/guide/prod/6-Actuate-1.html Wed, 10 Jan 2007 14:53:15 +0000 http://www.bobsguide.com/guide/prod/5-5514-caire-reporting-tool.html The CAIRE Reporting Tool enables the fast and precise layout of high quality reports with Microsoft Office Word and Excel. All the templates are in modular form, are centrally stored and can be reused. The benefits are powerful layout possibilities, re-use of templates, automated production. http://www.bobsguide.com/guide/prod/5-5514.html Mon, 26 Mar 2007 12:40:27 +0100 http://www.bobsguide.com/guide/prod/5-19463-paladyne-analytics-mastertm.html Paladyne Analytics Master™ is a data aggregation tool complete with on-line data analysis (OLAP) and custom reporting tools. Paladyne consolidates data from multiple sources into a centralized repository to address the firm-wide reporting and reconciliation needs of complex, multi-strategy firms. http://www.bobsguide.com/guide/prod/5-19463.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-19937-firm58s-profitability-reporting-and-monitoring-solution.html Firm58's Profitability analysis solution calculates daily net profitability for sharing via permission-based online reports. Clients gain insight into margins, liquidity and income analysis, highest spend, top/bottom assets, clients, etc. Automate analysis of variable & fix-cost trade activity. http://www.bobsguide.com/guide/prod/5-19937.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/6-v-9649-1-coric-client-communications.html <a href="http://www.bobsguide.com/guide/vend/equipos.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/v-9649.jpg" alt="Equipos" width="130" height="33"></a> Equipos Coric is a feature-rich software suite that manages the entire end-to-end reporting process. Coric enables effective data sourcing and manipulation, automation of business critical processes, accurate audits and performance tracking, and the design, personalization, production and... <p><a href="http://www.bobsguide.com/guide/vend/equipos.html">Equipos</a></p> http://www.bobsguide.com/guide/prod/6-v-9649-1.html Fri, 18 May 2007 09:49:15 +0100 http://www.bobsguide.com/guide/prod/5-12095-coric-web-reporter.html <a href="http://www.bobsguide.com/guide/vend/equipos.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/v-9649.jpg" alt="Equipos" width="130" height="33"></a> Coric Web Reporter empowers business users&nbsp;to produce a secure web page, containing audited data and documents, very quickly&nbsp;without resource to IT.&nbsp; Any viable client reporting solutions must have the inherent flexibility to draw data and documents from any source, manage the... <p><a href="http://www.bobsguide.com/guide/vend/equipos.html">Equipos</a></p> http://www.bobsguide.com/guide/prod/5-12095.html Fri, 18 Jan 2008 10:13:37 +0000 http://www.bobsguide.com/guide/prod/5-22784-coric-kiid.html <a href="http://www.bobsguide.com/guide/vend/equipos.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/v-9649.jpg" alt="Equipos" width="130" height="33"></a> Coric KIID enables you to achieve KIID compliance, quickly and cost-effectively. <p><a href="http://www.bobsguide.com/guide/vend/equipos.html">Equipos</a></p> http://www.bobsguide.com/guide/prod/5-22784.html Fri, 04 Mar 2011 21:01:00 +0000 http://www.bobsguide.com/guide/prod/5-25939-hosted-coric.html <a href="http://www.bobsguide.com/guide/vend/equipos.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/v-9649.jpg" alt="Equipos" width="130" height="33"></a> The Coric&trade; Client Communications Suite is available as a hosted solution with Microsoft Windows Azure. The award-winning Coric solution empowers Client Services teams to design, build and modify client reports without technical assistance, and deliver them via a client&rsquo;s channel of... <p><a href="http://www.bobsguide.com/guide/vend/equipos.html">Equipos</a></p> http://www.bobsguide.com/guide/prod/5-25939.html Wed, 30 Jan 2013 10:19:56 +0000 http://www.bobsguide.com/guide/prod/5-25940-coric-open-gateway.html <a href="http://www.bobsguide.com/guide/vend/equipos.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/v-9649.jpg" alt="Equipos" width="130" height="33"></a> Coric Open Gateway allows Coric to connect with any preferred web portal system. For maximum client engagement we offer a full web portal and content management solution through our partnership with OpenText, a $1 billion global information management company. Unlike a standalone web site, the... <p><a href="http://www.bobsguide.com/guide/vend/equipos.html">Equipos</a></p> http://www.bobsguide.com/guide/prod/5-25940.html Wed, 30 Jan 2013 10:30:51 +0000 http://www.bobsguide.com/guide/prod/5-20050-factbook-client-reportingtm.html <a href="http://www.bobsguide.com/guide/vend/factbook.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/v-10214.gif" alt="Factbook" width="130" height="39"></a> Factbook Client Reporting&trade; allows you to meet the growing demands from retail and institutional clients for more detailed and tailored information. Our solution enables even the smallest teams to produce large volumes of highly individualised quality documents.Factbook Client Reporting&trade;... <p><a href="http://www.bobsguide.com/guide/vend/factbook.html">Factbook</a></p> http://www.bobsguide.com/guide/prod/5-20050.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/6-v-21228-1-performance-analysis-reporting-information-system-paris.html PARis is a fully-integrated, turn-key investment analytics platform that delivers performance measurement, risk attribution and streamlined, customized, presentation-quality reports in one easy-to-use system. http://www.bobsguide.com/guide/prod/6-v-21228-1.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-11579-back-office-consulting.html Back Office Consulting Services from MZGIT, including Best Practices for Client Reporting, CRM, Client Retention, KYC, Portfolio Modelling and Performance Measurement. Services include GAP Analysis, Business Process Definition and Buy / Build / Outsource analysis. Visit www.mzgit.com for more info http://www.bobsguide.com/guide/prod/5-11579.html Wed, 07 Nov 2007 10:54:05 +0000 http://www.bobsguide.com/guide/prod/5-18190-client-reporting-report-automation-customizations.html Harmony has 250+ standard reports. Reports can be used to create packages for client-reporting and/or internal reporting requirements. Report packages can run automatically at anytime. Results can be emailed, FTP'd or saved. Any customizations to the system can be made. http://www.bobsguide.com/guide/prod/5-18190.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-14981-citisoft-client-reporting-solutions-consulting.html Citisoft has assisted leading investment management organizations in developing powerful and efficient client communications capabilities. Our proven approach delivers a comprehensive and actionable program for creating and enabling Business, Process and Technology infrastructures. http://www.bobsguide.com/guide/prod/5-14981.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-20673-flow-straight-through-fund-and-portfolio-reporting.html <a href="http://www.bobsguide.com/guide/vend/quartal-financial-solutions.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/v-15530.gif" alt="Quartal Financial Solutions" width="130" height="65"></a> Quartal FLOW is a web based fund reporting platform and specially designed for the mutual fund, asset management and private banking industries with specific reporting and publishing needs, such as: &nbsp; KIID (Key Investor Information Document) reporting ... <p><a href="http://www.bobsguide.com/guide/vend/quartal-financial-solutions.html">Quartal Financial Solutions</a></p> http://www.bobsguide.com/guide/prod/5-20673.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-24006-acquire.html <a href="http://www.bobsguide.com/guide/vend/dion-global-solutions.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/v-16312.gif" alt="Dion Global Solutions" width="130" height="34"></a> Increasing regulatory pressure on the financial services community means that the customer acquisition process must withstand a myriad of documentation vetting, identity checks and KYC requirements. The paradox effect of increased regulatory overhead paired with the desire for more efficient and... <p><a href="http://www.bobsguide.com/guide/vend/dion-global-solutions.html">Dion Global Solutions</a></p> http://www.bobsguide.com/guide/prod/5-24006.html Tue, 20 Sep 2011 13:12:31 +0100 http://www.bobsguide.com/guide/prod/5-25466-client-reporting-system-crs.html <a href="http://www.bobsguide.com/guide/vend/aloc-as.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/v-18090.gif" alt="ALOC A/S" width="130" height="65"></a> Ground-breaking Client Reporting! Severel thousand graphical reports - in one streamlined&nbsp;proces.&nbsp; <p><a href="http://www.bobsguide.com/guide/vend/aloc-as.html">ALOC A/S</a></p> http://www.bobsguide.com/guide/prod/5-25466.html Mon, 17 Sep 2012 11:03:50 +0100 http://www.bobsguide.com/guide/prod/6-v-18090-1-portman-portfolio-risk-management.html <a href="http://www.bobsguide.com/guide/vend/aloc-as.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/v-18090.gif" alt="ALOC A/S" width="130" height="65"></a> Company Description More than 25 years in the industry Since 1985, we have developed software for our clients in the financial market, and with the products we supply we meet the need for portfolio and risk management, treasury and stock exchange trading. Based on our client-oriented approach to... <p><a href="http://www.bobsguide.com/guide/vend/aloc-as.html">ALOC A/S</a></p> http://www.bobsguide.com/guide/prod/6-v-18090-1.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-21818-cockpit.html <a href="http://www.bobsguide.com/guide/vend/aloc-as.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/v-18090.gif" alt="ALOC A/S" width="130" height="65"></a> COCKPIT is a groundbreaking web platform offering a number of facilities which are normally only accessible in bulky applications. COCKPIT is a solution which need not be installed and which can be accessed from anywhere. <p><a href="http://www.bobsguide.com/guide/vend/aloc-as.html">ALOC A/S</a></p> http://www.bobsguide.com/guide/prod/5-21818.html Mon, 04 Oct 2010 13:52:12 +0100 http://www.bobsguide.com/guide/prod/6-v-18351-1-docfamily.html Based on open standards like Java and XML, Assentis: DocFamily addresses the design and production of high volume transactional output, real time documents and interactive documents for various industries, including Banking, Insurance, telecommunications, health Care, Manufacturing, retail and... http://www.bobsguide.com/guide/prod/6-v-18351-1.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/5-25972-imbridgetm-a-flexible-and-powerful-middleware-application-.html <a href="http://www.bobsguide.com/guide/vend/information-mosaic.html"><img align="left" hspace="10" border="0" src="http://www.bobsguide.com/slogos/v-19089.jpg" alt="Information Mosaic" width="86" height="65"></a> IMBridge&trade; -&nbsp;Information Mosaic&rsquo;s &nbsp;integration solution is a lightweight Enterprise Service Bus (ESB) aimed at integrating data and services in a secure manner within an existing information ecosystem. IMBridge&trade; delivers flexible interface configuration to enable you to... <p><a href="http://www.bobsguide.com/guide/vend/information-mosaic.html">Information Mosaic</a></p> http://www.bobsguide.com/guide/prod/5-25972.html Wed, 06 Feb 2013 21:56:27 +0000 http://www.bobsguide.com/guide/prod/6-v-21678-1-client-reporting-and-communications.html The Client Communication Factory provides tier 1 client reporting and communications for mid-tier and boutique asset managers. We bring the same tools and technologies used by the largest firms to the mid-market. http://www.bobsguide.com/guide/prod/6-v-21678-1.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/6-v-26024-1-service-delivery-risk-management-sdrm.html ProcessUnity Service Delivery Risk Management (SDRM) provides financial services providers a simple, easy to use solution to manage their entire services catalog and map it to clients for increased client service and lower cost per plan participant. http://www.bobsguide.com/guide/prod/6-v-26024-1.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/6-v-24898-1-performance-reporting.html Our performance reports provide institutional and private investors with management-relevant information on the performance of their investments. Since it is not the quantity of information that counts, but its quality and informative value, however, our performance reports and analyses contain only... http://www.bobsguide.com/guide/prod/6-v-24898-1.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/6-v-25016-1-inspire-for-wealth-management.html GMC Inspire enables Wealth Management firms to execute cost-effective customer communication &amp; Client Reporting strategies that strengthen relationships and engage clients at every touchpoint. Through relevant, multichannel communications. <p><a href="http://www.bobsguide.com/guide/vend/gmc-software-technology-ltd.html">GMC Software Technology Ltd</a></p> http://www.bobsguide.com/guide/prod/6-v-25016-1.html Thu, 01 Jan 1970 01:00:00 +0100 http://www.bobsguide.com/guide/prod/6-v-25381-1-investment-management-performance-reporting.html Abakus was created to provide top quality Reporting & Consolidation Service. We cater our expertise to small and medium sized family office, Investment Advisors and also to high net worth Individuals who were previously limited to large-scale corporations. http://www.bobsguide.com/guide/prod/6-v-25381-1.html Thu, 01 Jan 1970 01:00:00 +0100