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White Papers

Next Generation IT in the Financial Industry

The Olympic saying “Citius, Altius, Fortius” (translated: Swifter, Higher, Stronger) could be applied to today’s technology environment. In an effort to manage huge volumes of data

As Trust and Wealth Management Converge, Technology Becomes Critical

As fiduciaries embrace householding, the personal trust channel is increasingly converging with the agency wealth management business.

Executive Q&A

Improving the Customer Experience

Consumer adoption of mobile devices such as smartphones and tablets has exploded and this growth has..... more

Thought Leadership Perspectives

Managing CCP Risk Globally

Recent white papers by the CME (Clearing – Balancing CCP and Member Contributions with Exposures) an..... more

Keeping Your Eye on the Volcker Rule Ball

When the lighted ball dropped recently in Times Square, one of the muffled sounds in the background ..... more

Industry Perspectives

Closing the Regulatory Reporting Gap with a TBAS Solution

There are two things that never slow down - the pace of regulatory change and the pace of business. ..... more

Research Desk

Research Reports

The Post-Trade Processing: Industry Landscape

Asset managers are trying to meet regulatory compliance and risk management requirements while facing pressures to domore with less. Firms are not only striving to provide more transparency to their c..... more

The Next-Generation of Reporting: Understanding Needs of the Asset Management Industry

A unique set of forces including emerging markets, regulation, the need to restore investor confidence, a squeeze on margins, and technological advances are shaping the next generation of the asset ma..... more

Editor's Note & Commentaries

Lenders Begin to Think Outside the QM Box

In June, Fannie Mae surveyed lenders on whether or not they planned to pursue non-Qualified Mortgage (QM) loans, the loans that do not meet Fannie Mae and Freddie Mac’s underwriting requirements under the new rules that took effect this year.

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Member Press Release

TurtleBay Advisory Services and Be Informed Deliver Next Generation Applications to Financial Services Industry

Mar 31, 2014

Business process platform speeds integration, improves customer experience, and helps firms meet regulatory changes

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FSOkx TV

Dodd-Frank Act event videos 2012

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Dodd-Frank Act event videos 2012

Marc Mallett from Northern Trust explains how the changing market dynamics are influencing investmen..... More