Microsoft Taps Princeton: Pam (For DOS) Ousts Portia


Noted software vendor Microsoft Corp. is in the process of implementing Princeton Financial's Pam for Securities portfolio management and accounting software system. The company--which manages a $7 billion corporate treasury portfolio--is currently running Pam alongside its incumbent portfolio system, Thomson Investment Software's Portia. Microsoft plans to cut over to Pam exclusively, on July 1.

According to Vince Griski, Microsoft's senior analyst for risk management, Microsoft has decided to

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Refinitiv’s PermIDs: Converting needs into opportunity

Refinitiv’s PermID framework was conceived as a proprietary tool to address an internal challenge around identifying objects in the firm’s information model. Once it had proved its worth, it was rolled out to the firm’s clients to significant success.

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