Jamie Waller Senior Vice President Checkfree Investment Services

WatersTechnology Staff
15 Jan 2001

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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 accounting

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