News Archive 2010

18 November 2010

American Insurer Goes Live with newly acquired USD 850 Million Assets with PAM® in Record Time

A multinational property and casualty insurer has opted for Princeton Financial® Systems' (PFS) investment accounting solution PAM®. The insurer needed to bring on USD 850 Million in new assets, and be able to generate quarterly Schedule D reporting within three weeks.
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18 November 2010

Princeton Financial® presents Excellence in Technology Education Award to Princeton University

Princeton Financial® Systems (PFS) sponsored the Excellence in Technology Education Award at the New Jersey Technology Council (NJTC) Awards Gala on November 17 in East Brunswick, New Jersey. The annual Award Gala recognizes New Jersey's top technology companies who have made an outstanding contribution to securing and promoting New Jersey as a go-to destination for technology-based innovation and entrepreneurism. Scott Ferrante, Chief Operating Officer of Princeton Financial Systems, presented the Excellence in Technology Education Award to Princeton University.

The New Jersey Technology Council provides business support, networking opportunities, information, advocacy and recognition of technology companies and their leaders. Founded in 1996, NJTC's more than 1,200 member companies work together to support their own enterprises while advancing New Jersey's status as a leading technology center in the United States.

11 November 2010

User forums hit the mark

Princeton Financial® successfully concluded the first half of their client user forums scheduled across Europe. The Luxembourg and Frankfurt forums made the start and both our guests and the PFS staff enjoyed the informative networking event.

Product teams presented the roadmaps for two major streams: Compliance & Order Management and Data Management & Reporting.

Following the streams were updates on important regulatory changes such as the Key Investor Information (KII) requirements. Additionally, clients benefited from live presentations, as well as useful tips on how to make the most of our solutions. Interactive sessions with both PFS staff and forum participants also shared examples of practical solutions to common market problems.

If you would like to receive more information about our user forums, please contact us at marketing@pfs.com.

05 October 2010

Our newsletter is online!

Have a look at our latest newsletter here to get an update on what is new at Princeton Financial® Systems.

20 September 2010

DVS Publisher Suite boosts support for the UCITS IV Key Investor Information

In line with UCITS IV, the current Simplified Fund Prospectus will be replaced by the so-called Key Investor Information. Get ready for UCITS IV in time with PFS' DVS Publisher Suite.
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16 September 2010

New releases: DVS Fund Warehouse 5.9 and DVS Publisher Suite 3.2

DVS Fund Warehouse 5.9 and DVS Publisher Suite 3.2 are now available and provide significant functional enhancements.
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09 September 2010

Three - Two - One: PFACC Count Down started

The count down for the Princeton Financial Annual Client Conference (PFACC) has started. The conference kicks off in three days in San Antonio, Texas. Stay tuned for an unforgettable event.

08 September 2010

Dates for the European User Forums now confirmed

Luxembourg - Germany - Switzerland - France: PFS' European User Forums will take place in four countries:
  • 28 October 2010: Luxembourg
  • 04 November 2010: Frankfurt
  • 16 November 2010: Zurich
  • 23 November 2010: Paris
For more details visit our event page which will be frequently updated.

06 September 2010

MIG21 supports new German InvMaRisk regulation

Compliance solution allows fund-specific monitoring of liquidity risk and risk management policy in line with new German InvMaRisk regulation.
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27 August 2010

New corporate brochure

Check out PFS' new corporate brochure which has just been released.
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19 August 2010

Insular Life Increases Operational Efficiencies with PAM® for Securities

PAM® massively reduces the number of manual processes in investment accounting and valuation of Insular Life, the leading and largest Filipino life insurance company.
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11 August 2010

Arrowpoint Capital Chooses ePAM® from Princeton Financial®

Arrowpoint Capital, an insurance group, has selected ePAM® from Princeton Financial® Systems (PFS) as its hosted investment accounting solution. ePAM reduces accounting costs without compromising quality.
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13 July 2010

MIG21® 7.0 is now available

New MIG21 version accelerates speed of integration and offers superior configuration management
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01 June 2010

PAM® for Securities XG9 released

The latest version of PAM® for Securities is available and was already shipped to our customers. The release offers new functionality to help our customers serve their clients faster and better.

19 May 2010

SEB AG goes live with Princeton Financial® Systems

SEB AG has successfully implemented three solutions from Princeton Financial® Systems (PFS): DEBAS for a more efficient NAV reconciliation, as well as MIG21® and PFS' German LawCard® for automated investment compliance.
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14 April 2010

Publisher Suite Automates Fund Factsheet Reporting of Swiss & Global Asset Management

Swiss & Global Asset Management is the exclusive manager of Julius Baer Funds and one of the major asset managers in Europe. Since the beginning of 2010, Swiss & Global has been using the reporting solution Publisher Suite 3.0 from Princeton Financial® Systems. The solution enables Swiss & Global to produce and distribute more than 750 factsheets in seven languages, and ten complex booklets with 40-80 pages each.
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11 March 2010

Landesbank Berlin Investment GmbH goes live with DVS Fund Warehouse

The Landesbank Berlin (LBB) and the Landesbank Berlin Investment GmbH (LBB-INVEST) have chosen the fund-specific data management platform DVS Fund Warehouse (DVS) together with PFS' reporting solution DVS Publisher Suite for their fund reporting. They went live with both solutions as planned on 1st October 2009, just four months after the contracts had been signed.
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10 March 2010

PRCM Advisers, LLC goes live with ePAM® from Princeton Financial® Systems

Princeton Financial® Systems (PFS) is pleased to announce that it has added PRCM Advisers LLC, the external manager for Two Harbors Investment Corp., a newly formed Real Estate Investment Trust (REIT), to its client roster.
ePAM®, a Software as a Service (SaaS) offering, will provide investment accounting on a portfolio of residential mortgage backed securities and hedging strategies. The new accounting solution has been integrated with PRCM's proprietary trading system and market data source.
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25 February 2010

Efficient NAV Plausibility Control with MIG21®

Mr. Lutgen, UBS Fund Services (Luxembourg), and Mr. Gries, Princeton Financial® Systems (PFS), will present how UBS successfully implemented an efficient NAV plausibility control with MIG21® as an extension to the investment compliance process. The presentation will take place at one of the leading industry events in Germany, organized by the German Association for Investment and Asset Management (BVI): The BVI IT Solutions takes place on March 16th in Frankfurt. Please join our presentation at 2:15 p.m. in stream II.

19 January 2010

Monitoring of liquidity risks

Our LawCard® team developed a way to monitor the liquidity risk of mutual funds in MIG21®, based on a method proposed by the German Association for Investment and Asset Management (BVI). The resulting MIG21 rules check the liquidity requirements of the funds and indicate when the calculated liquidity ratio for a fund needs further analysis. This method helps to assure that a fund has enough liquidity at any time in order to redeem its units.

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Contact

Princeton Financial Systems
Cyndi Flanagan
Manager Global Marketing & Events
600 College Road East
Princeton, NJ 08540
Tel. +1.609.987.2400
Fax +1.609.987.9320
E-Mail: marketing@pfs.com