21 October 2020
The following report provides a high-level landscape of the major vendors within the net asset value (NAV) oversight and contingency ecosystem.…
Portsmouth Systems
Email
Call back
Website
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Research related to Performance Attribution
-
-
28 September 2020Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surv…
-
17 August 2020During the first half of this year, Celent conducted in-depth conversations with global asset managers about their back office NAV oversight and…
-
3 May 2020Treasury and capital markets divisions at banks continue to struggle with the trilemma of complying with regulatory changes and meeting evolving…
-
24 March 2020Across the asset management industry, structural margin compression, and a stubborn cost base are reshaping strategic and operational priorities…
-
21 February 2020The race is on to get lean and agile. Unfortunately, capital markets firms continue to struggle with common operational and technology challenge…
-
28 November 2019Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…
-
14 November 2019Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
-
30 October 2019Hypercompetitive conditions in recent years have served as a reality check and a galvanizing catalyst for investment firms to address fundamenta…
-
18 September 2019TCS briefed Celent on its recently developed Intelligent Cloud BURST (icBURST) and Intelligent Risk Scenario Creation offerings in July 2019. Th…
-
27 November 2018This is the third report in the Next-Generation Portfolio and Investment Risk Capabilities series. This research evaluates and ranks front offic…
-
18 September 2018Celent examines the spectrum of architectural choices, IT approaches, and vendor solutions that can underpin cost efficiency, operational conver…
-
24 May 2018CRO and CCO offices are grappling with the digital age. They continue to face the mainstay factors of regulatory scrutiny and cost pressures. At…
-
17 November 2017Digital technology enablement could augment alpha generation for active managers and stem the erosion against the tidal wave of passive investin…
-
15 November 2017Inappropriate conduct has cost the financial services industry a significant amount in direct losses, lawsuits, and fines since the last financi…