SOAP and the integration challenge of portfolio management

FINANCIAL TECHNOLOGY INTERNATIONAL YEARBOOK 2003

Defining a need

A portfolio management and accounting system (PMS) is the center of operations for all buy-side asset management firms. The systems with which it must integrate and share data are considered mission critical. There are virtually unlimited needs for interfaces to a portfolio management system. Many of these interfaces support internal integration with other systems within the confines of the firm, and others that support external Straight- Through-Processing (STP), such

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