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We rolled out our redesigned website. Please check it out! http://www.baysystech.com
"BaySys Technology, LLC"
Larry Baker, the Principal of BaySys Technology, has close to 20 years experience in the financial industry with emphasis on data management, technology, and back office systems. He has been responsible for the development and operation of systems and technology for portfolio accounting, trading and reporting services.
After 8 years at Advent Software, he joined a Broker/Dealer that eventually launched an outsourcing data management firm. As President of this outsourcing firm, he oversaw a team that reconciled and provided daily support for over 75 Broker/Dealer and Advisory firms, reconciling over 30,000 accounts.
Clients have included:
Technical:
* Round Hill Securities, Inc.
* Advent Outsource, Inc.
Institutional:
* Charles Schwab
* Wells Capital Management
* Kayne Anderson
* E*Trade Financial
Investment Banking:
* Thomas Weisel Partners
* Robertson Stevens
Retail Brokerage:
* Round Hill Securities, Inc.
* Linsco Private Ledger
* Paine Webber
* Alex Brown
BaySys has established partnerships with other financial professionals, enabling us to work in conjunction with other consultants to deliver solutions to our clients.
How to choose the right outsourcing partner?
Outsourcing helps a firm concentrate on their core competencies. Therefore, Outsourcing of operational tasks is quickly becoming the norm in Read more
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Google+ has opened up for businesses, brands and more with its pages feature… We’ve created ours http://plus.google.com/106157355987917595370
Features and Functions of Billing And Reporting Solution
Set up billing schedules/schemes.
a. Easily create Read more
Top inspirational quotes - By Steve Jobs
Steve Jobs, revolutionary computer entrepreneur and innovator, died on Wednesday. This is an unbearable loss to the Technology sector as he was Read more
Data Management:
Data is a raw collection of facts from which conclusions may be drawn.
Management is the act of managing(maintaining and handling) things Read more
Outsourcing Service with Libra
Libra is an outsourcing service which helps to keep your business in balance. It works along with your Portfolio Management System and through this you can,
• Gather and analyze your data
• Reconcile the data from your custodians
• Research and corporate actions as soon as they are available
• Calculate and validate performance
• Create a detailed tangible plan to help streamline operations
• Design and implement custom automated process
• Make more time for your clients.
Investment advisors who desire operational scale, efficiency, control and increased profitability hire BaySystech for data management excellence. We manage the tedious process of collecting, managing, and reconciling daily account activity across your custodians in order to optimize your portfolio management systems’ capabilities. We will free you up so you can provide your clients a level of service that separates you from your competition.
Please stay tuned with our Blog to know more about these or Contact BaySys Technology for more information.
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Portfolio Management System :
Managing an entire group or major subset of software applications within a portfolio can be called as Portfolio management system. Here the portfolio can be a stock, share or derivatives .
A complete Portfolio management system should provide you some of these following benefits.
Cost effectiveness : It should provide sophisticated reporting function to the clients.
Superior report writing module : It should have a report publishing support and the reports can be exported to Word documents, Excel formats and in text formats.
Continuous updates : The transactions and closing prices can be updated manually.
Better data with less effort : All system modules should share the same database. So that the result can be produced in a reduced number of times .
Timely and accurate invoicing :
Invoices should be created easily and in return should be paid quickly.
Reporting of Capital gains : The system should produce the results of Detailed capital gains for short term and Long term, Negative balances.
Graphs to view the portfolio :
Extensive graph options will allow the customer to view their portfolios in a variety of ways and they can compare the performance and gain.
BaySysTech provides an outsourced data management, reconciliation and performance update/validation services on your portfolio management system and helps to the growth of your firm.
Please stay tuned with our Blog to know more about these or Contact BaySys Technology for more information.
BaySys Technology enables Investment Advisory firms to fully leverage their investment in systems, technology and personnel.
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Investment advisory softwares
Investment advisory softwares are a group of programs/applications used by the investement firms/advisers to make their process and services to their clients automated and easy.
The primary features of Investment advisory softwares/applications include, but not limited to:
- Easy to use and implement
- Increase efficiency for financial institutions and their advisers
- Web-based interface for the investement advisers to have better control
- Decrease back office operations and cost
- Time-to-time updates for the software
- Remote access to the software/application installed
It should help the investement firms/advisers to create more insightful investment plans to help investors achieve their goals and have more returns.
BaySys Technology enables Investment Advisory firms to fully leverage their investment in systems, technology and personnel.
BARS is a software application that enables advisory firms to produce billing statements for their accounts and households quickly and efficiently.
Subscribe to BaySysTech’s BLOG to know more…
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Data Management and Investment Advisory firms
Data management is the administrative process of storing, protecting, processing and retrieving the data so that it is helpful for the end data users and satisfy their requirements. Data also serves as a business asset as it is helpful in the recording, managing and planning of the business.
Effective Management of Data is very critical, especially, for the Investment advisory firms as it requires management of customers, employees, accounts, variety of products and services etc.
Managing the data is essential for investment advisory firms as those firms store a vast amount of data involving the client(customer)’s portfolio and their management
As investment advisory firms advice businesses on investing, purchasing, or selling securities, they need to have updated data on the securities/investments collected, and processed into valuable information which will help their clients.More details on how the Data Management and outsourcing help Investment firms will be discussed in the forthcoming posts. Subscribe to our blog to keep yourself updated on the Information Technology for Financial Sector.
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