February 2012
1 post
We rolled out our redesigned website....
We rolled out our redesigned website. Please check it out! http://www.baysystech.com
December 2011
1 post
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
November 2011
2 posts
Google+ has opened up for businesses,...
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...
Set up billing schedules/schemes.
a. Easily create Read more
October 2011
1 post
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
September 2011
2 posts
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
2 tags
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...
August 2011
1 post
1 tag
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...
July 2011
1 post
5 tags
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 ...
June 2011
1 post
4 tags
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...
April 2011
1 post
5 tags
Some definitions of positions
This article contains some definitions for various positions in the Financial Services industry. A great read! Posted via email from Baysys Technology Blogs | Comment » by socialnetgate
March 2011
1 post
3 tags
Baysys Technology - An introduction
Posted via email from Baysys Technology Blogs | Comment » by socialnetgate
February 2010
1 post
5 TOP web locations for Financial Advisor job...
There are a few locations good to look for job opportunities for financial advisors.http://jobsearch.money.cnn.com/a/all-jobs/list/q-Financial+Advisor/ http://www.indeed.com/q-Financial-Advisor-jobs.htmlhttp://financial.advisor.jobs.topusajobs.com/ http://jobs.businessweek.com/a/all-jobs/list/q-Financial+Advisorhttp://www.simplyhired.com/a/jobs/list/q-financial+advisor Posted via email ...
January 2010
5 posts
Relax.... Have a glass of red....... and ?
Download now or watch on posterous iStock_000007731615Big Web.mov (12214 KB) visit us at www.baysystech.com Posted via email from Baysys Technology Blogs | Comment » by socialnetgate
Management Reports. http://ping.fm/xGJnm
Management Reporting
BARS can output detailed or summarized data based on the information stored in the system over time that can help you understand your true cost of doing business. By tracking all the Fee Sharing, commissions and other payouts associated with a relationship, BARS enables you to run reports showing the net fees to your firm. There might be accounts/households that have been associated with a...
Using Groups. http://ping.fm/i3DVH
Using Groups
Not all statements are prepared at the same time. A firm might want to send statements for a particular group of clients, or all accounts associated with an advisor, or some other ad-hoc criteria. BARS enables you to create any type of group/list of accounts and/or households. You can then run statements based on these groups, or run other management reports by group. Creating the groups is easy...
December 2009
5 posts
BARS Screens
<p style=”visibility:visible;”><p style=”white-space:nowrap”> </p></p> Posted via email from Baysys Technology Blogsby www.socialnetgate.com | Comment »
Flexible and easy! http://ping.fm/IptKi
Flexible and easy to use
BARS was designed to be able to work with just about any Portfolio Management System (PMS); Axys®, Portfolio Center®, etc. The PMS simply needs to be able to output a file that contains the market values of each position. This can be done in either system using extracts or other tools. BARS takes an import of this information each period, and then applies the rules that have been defined for each...
Fee Discounts
Advisors may want to apply discounts to a fee for an account or household. However, setting up discounts and managing them can be cumbersome and error prone. BARS enables you to define a discount, give it a name that is meaningful, and then once defined, this discount becomes available to all other accounts. You can also add a “reason” or short description, such as, “Your fee has been reduced 10%...
