A Data Hand-Off

- Phil Albinus
- 01 May 2004

Capital Advisors processed its accounting reports by hand until it went automatic with Edgewater Technology.
By
Phil Albinus

After years of reconciling trades and preparing accounting reports by hand, Capital Advisors Group, a small treasury manager based in Newton, Mass., made a big decision to automate its back-office accounting and data feed, while in the midst of implementing a new trade order management system (TOMS) for its traders.

It wasn’t an easy choice for the capital investor with more

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