This work log details selected products, projects, experience and events we have participated in since we started working with investment advisors over twenty years ago.  It is meant to be an informal, but informative accounting of what we do for our clients.  Many of these solutions are still in use today.  However, some have been replaced by solutions that we created later.

Entries in Integration (6)

Sunday
Sep062009

Custom Index Creation by Portfolio Mix

Created Axys customization that allows clients to map representative indexes to industry codes, and generate custom indexes using the specific asset values at the end of each month to determine what percentage of the representative indexes should be in the custom index.

Sunday
Sep062009

Asset Class Report over Time Horizon 

Created an Excel sheet which details Axys asset class exposure over a given time horizon. This Excel sheet assigns a numerical value for each time period and portfolio which allows operators to easily identify the asset class breakdown.

Sunday
Sep062009

Axys Company/Department Switch

Created a front end menu to allow our clients to easily switch between multiple sets of Axys files.

Sunday
Sep062009

Label Replicator

Created label replicator to take labels from Axys client files, and add them to performance files.

Sunday
Sep062009

Price Wizard

Created price wizard utility utilizing a combination of Axys scripts, and macros with Visual Basic to automate the daily pricing process at various clients sites. The purpose of the price wizard is to utilize available prices from interface price and position files thereby minimizing the cost of pricing via IDC.

Sunday
Sep062009

Report Style Management

Created program to manage report styles among multiple PCs. This program was created for Axys 1.0, and is no longer required for later versions of Axys.