Portfolio systems vendor Data Exchange Inc. is making a sample request for proposal for potential customers seeking portfolio management systems. Data Exchange executives say that the sample RFP is being issued as a service to users, but concede that they hope the move will stimulate interest in Data Exchange's DX/V system.
"This outline offers clients a basis for comparison of systems," says Data Exchange president Bruce Hechler. "We have a good insight into what firms need. Sharing this
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