Aggressive Upgrade Schedule Keeps Bailard Biehl & Kaiser Loyal To FIN Portfolio System


Further automating its investment management operations, San Mateo, Calif.-based Bailard Biehl & Kaiser (BB&K) received upgrades to its Financial Information Network Inc. (FIN)-provided portfolio management system in late September--including modules for paperless trading, automatic reconciling and automatic withdrawal postings. Meanwhile, the investment advisor is anticipating further enhancement to the system in the areas of multicurrency functionality and block swap crossover trading due

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