| Title: | Insurance Industry Conference |
| Moderator: | ICPSRV::DOVE |
| Created: | Thu Feb 18 1988 |
| Last Modified: | Wed Feb 05 1997 |
| Last Successful Update: | Fri Jun 06 1997 |
| Number of topics: | 136 |
| Total number of notes: | 551 |
I am looking for a combination of packages to manage the investment
department of a large life or property and casualty company. This
company does not need the statuatory or regulatory reporting as
this is in house developed. Since their needs go beyond what CAD
or Money Management Systems do, what combination of packages will
do most of what they want, and do we have any installed systems?
These packages would handle trading, portfolio analysis, private
placements, etc. Thanks.
| T.R | Title | User | Personal Name | Date | Lines |
|---|---|---|---|---|---|
| 12.1 | Please Provide some Requirement Details | BMT::RIZZO | Forget the bus, take the train | Sat Feb 27 1988 00:41 | 22 |
I probably have the most complete list of packages on Vax for these
applications, but in order to point you in the right direction,
you will have to specify some of their requirements.
Most portfolio management systems have both a portfolio managers
and traders functionality established within them. Some can handle
fixed income, money market, equities and mutual funds. Some are
multicurrency. Some have research packs to assist in portfolio
performance evaluation. Some have modules that interface to the
various clearing houses.
Fixed income trading systems like Money MArket II from Money Management
Systems have only the trading fuctionality with backoffice accounting
and clearance. Money MArket II is a completely different package
in functionality and approach from Computer Aided Decisions product,
EPVS which is truly a portfolio management system.
Provide some additional details or send me mail at BMT::RIZZO. I
will try to get back to you as quickly as possible.
Carol
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| 12.2 | PORTFOLIO DYNAMICS IS SOLID | SANFAN::LORBER_RA | Wed Sep 07 1988 20:08 | 11 | |
Portfolio Dynamics was recently installed on a MicroVAX 2000 at
AMEX Life Assurance Company. It is a fantastic success. It replaced
Oscar's PRISM. The PRISM package has a large license fee and the
installation was incomplete after a two year effort. Portfolio
Dynamics cost $2000 and was installed over a weekend. The client
entered two years of data in a one week period. The client is so
excited it now wants to take al of the Financial systems off of
the IBM mainframe.
If I can be of help, I am Raymond Lorber @SZO.
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