The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
North pointfinancial psr edits-dec_10
1. EFFICIENCY. SCALBILITY.
PERFORMANCE. SECURITY.
IF YOUR CURRENT TRADING
AND PORTFOLIO MANAGEMENT
SYSTEM IS FALLING BEHIND IN
THESE AREAS, THEN YOUR
BUSINESS MIGHT SOON
FOLLOW.
HOW DO YOU STOP PUTTING
YOUR FIRM AT RISK?
3. NORTHPOINT FINANCIAL HAS
HELPED OVER 100
INVESTMENT MANAGERS STAY
CONNECTED TO THEIR
PORTFOLIOS AND THE
MARKET TO MAXIMIZE
OPPORTUNITIES AND MINIMIZE
RISK
5. NORTHPOINT FINANCIAL
PRODUCT SUITE: OMS
Industry’s best multi-asset class
Order
Management
trade order management
software
Pre and Post trade compliance
rules database
Enhanced
Portfolio
Management 2.0
Real-time trade and position
blotters
Audit trail and role-based user
rules
Regulatory and Investor
Reporting Platform
Integration with FIX, Bloomberg,
Markit, and your prime brokers,
fund administrators, and portfolio
management tools
6. NORTHPOINT FINANCIAL
PRODUCT SUITE: EPM
Stylized, flexible grid views,
reporting, knowledge date data
Order
Management
Enhanced
Portfolio
Management 2.0
Data Warehouse, industry
specific data intelligence
Security Master
Pricing Master for valuation,
waterfall pricing, rules for market
data usage
Regulatory and Investor
Reporting Platform
On the go, secure mobile
reporting application
7. NORTHPOINT FINANCIAL
PRODUCT SUITE: RIR
Order
Management
Single platform database and
usability for multiple regulatory
filings
Form PF, CPO-PQR, AIFMD,
OPERA and 13F filings covered
Enhanced
Portfolio
Management 2.0
Regulatory and Investor
Reporting Platform
Full audit trail, note gathering, and
mock filings
Dynamic dashboards and
automatic loaders
Reporting and user management
tools
9. NorthPoint Financial
Software Solutions and Consulting Services for the Buy Side
Roots in Consulting and Custom Financial Software Development
Offer a Full Suite of Software Solutions and Services Focused on the
Operating Platform
70 Full Time Employees in Financial Division
65 Developers, BAs, Project Mangers
5 Business Development and Back Office
Over 100 Investment Managers Served
Partnerships And Certifications With Top Providers Including
Bloomberg, Advent, Imagine, ICElink, MarketAxess, Intex, FinCad and
more.
10. NORTHPOINT FINANCIAL
NorthPoint has been servicing
the industry since 2003
Managing Partners average
more than 20 years in the
industry
Roots in consulting and custom
software development
Over 100 investment
management clients serviced
We lead with Experience
11. IF YOU ARE READY TO
CHANGE THE GAME:
CONTACT US:
pranaldi@northps.com
Office: 212-819-1700