Jamie Waller Senior Vice President Checkfree Investment Services

2000/2001 Survey

What changes did technology bring to the investment management business in 2000? Were there any major developments?

Internet is driving the ASP model through the roof. As an all-Unix shop with distributed processing via public and proprietary telecommunications lines, we experienced signi-ficant growth.

1. Trade order management. We launched the industry-leading tool for tax aware management--the Gain-Loss Trade Modeling tool.

2. Portfolio accounting. As pioneers of web-based portfolio accounti

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