October 4, 2018
CutterResearch's latest publications are now available to members online.
This report contains the results of Cutter Associates research into member firms’ technology strategies for meeting their front-to-back office processing requirements. This research examines the debate between all-in-one and standalone (best of breed) solutions and it provides background on the industry drivers, member practices, and challenges related to decisions about their system architecture. It also explores how different types of software and service providers view this dichotomy, and how the landscape may be changing.
This research provides an overview of the practices investment managers use creating client reports and current industry trends, especially related to customization and data. It also provides assessments of vendor tools that support client reporting.
Areas covered include an overview of trends we see in client reporting, the current practices of CutterResearch member firms, an overview of changes we have seen in the vendor landscape since we last covered the topic in 2013, and practical advice for client reporting practices. Reviews of systems that support client reporting include Assentis Technologies DocFamily with SolPresent, Factbook Studio 10, FactSet VRS, Seismic, SimCorp Coric, SS&C Technologies Vision FI, and Xinn. Additional information on offerings by Assette, IHS Markit, Investcloud, Kurtosys, and Satuit are also included.
This report contains the results of a survey of CutterResearch member firms to understand how their IT and business people engage with each other, how IT supports the business, and how firms manage technology innovation
This report contains the results of Cutter Associates research into Integrating Investment Systems, it includes an overview of the approach investment managers take to data and systems integration against a background of technology changes such as cloud deployment and APIs. We also look at where integration strategy fits with data governance and architecture. We summarize the types of vendors and tools that support integration.
The research examines the ways member firms integrate applications, including the integration methods and software tools they use. We include discussions of systems architecture approaches because they are fundamental to integration design. We also provide information on industry issues, trends, and developments in integration tools such as APIs, cloud deployment, and integration platform-as-a-service.
We provide descriptions of the following vendors, some provide pure integration tools, others act as hubs for data and include integration capabilities: Ab Initio, Attunity, AWS Data Pipeline, Axway, Dell Boomi, Denodo, Eagle, GoldenSource, Informatica, MarkitEDM, Microsoft Azure Data Factory, MuleSoft, NeoXam, Oracle, Pentaho, Talend, TIBCO.
CutterResearch content is the proprietary property of Cutter Associates and our members who have entered into confidentiality agreements. It contains information that is proprietary and confidential to Cutter as well as to the vendors discussed within the reports (the "Vendors"). Disclosure of the information contained in the reports could cause irreparable harm to Cutter and/or the Vendors.
By selecting "I Agree" below, you agree to safeguard this information with the same care as your firm affords its own confidential information. You will not provide access to this information to anyone who is not an employee of your firm and will not distribute this information outside your firm. Furthermore, you will not provide access to this information to any employee of any subsidiary, unit, department or division of your firm that is engaged in any aspect of the software business involving third parties, including, without limitation, selling or otherwise providing software to third parties, assisting third parties in the selection or implementation of software, or providing investment related software information to third parties (collectively, the "Prohibited Recipients").