The Best-of-Class Financial Systems Strategy: An Alternative to ERP Platforms [ Source: UNIT4 CODA, Inc. ]
November 2012- This white paper features insight from the UNIT4 group (which includes the CODA Financials software suite) about the issues facing companies that need an adaptable financial system but not necessarily a full-blown enterprise resource planning (ERP) solution.

Also featured in this white paper: TEC's suggestions for identifying financial system functionality that will support your organization's changing processes. The latter portion of this white paper includes a descriptive checklist for soliciting such information about ...

Integration is the New Innovation - The Evolution of Investment Reporting [ Source: Clearwater Analytics ]
September 2011- The Evolution of Investment Reporting for Insurers

For decades, insurance companies have struggled with legacy software systems and cumbersome manual processes in order to create a comprehensive picture of their investment portfolios. These efforts frequently fall short with regard to accuracy, timeliness and actionable information. In April 2009, The Economist Intelligence Unit (EIU) gave further credence to these insurance company struggles by quantifying the decades-long challenge in a research report titled "Strengthening Governance, Risk, ...

Case Study: Group Health Cooperative [ Source: Clearwater Analytics ]
September 2011- Since adopting the Clearwater system, Group Health Cooperative has been able to engage in very frank and informed discussions with its external asset managers. Determining impairments in the wake of the 2008 financial crisis was extremely difficult, based on the data they received from asset managers who were heavily allocated in security types that were ultimately impaired.

"Clearwater is not just a treasury solution or an accounting solution, but a complete finance solution. Thankfully, ...

Establishing Investment Accounting and Reporting Best Practices [ Source: Clearwater Analytics ]
September 2011- The complexity and uncertainty of today's financial markets have put tremendous pressure on the teams responsible for managing investment portfolios and the functions associated with them. At the same time, Boards must be briefed and they expect all portfolio data to be accurate - at their convenience. With growing investment balances across the industry, it's imperative that the relevant stakeholders have access to automated, consolidated investment information that is actionable and timely.

"The ...

Survey Results: Structured Finance Investor Due Diligence in Focus [ Source: Principia Partners ]
November 2010- Over 500 structured finance market participants from 200 organizations took part in Principia's ABS industry best practices survey. The results are analyzed here with a focus on investor due diligence requirements as the market returns on a more stable footing. What are the most important aspects of satisfying due diligence requirements? How well does the industry currently perform in these areas? What are the best practices investors can adopt to address these challenges?