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jpmorgan investor services

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Cape Clear Case Study: JPMorgan
JPMorgan Investor Services provides a wide variety of financial services to its clients around the world. JPMorgan Investor Services was faced with managing a large volume of diverse customer data. The data had to be integrated with the bank's internal systems to enable faster reporting and account reconciliation. Using the...
Tags: Cape Clear Software, J.P. Morgan Chase & Co., JPMorgan Investor Services, Enterprise Service Bus, Financial Services, Financial Planning, Middleware, Enterprise Software, Software, Finance
Case studies

Additional Resources

Building Enterprise Portals in the Age of Compliance
This paper shows how JPMorgan Chase, a leading financial services firm, can leverage Oracle Portal CMEF to achieve some of its compliance requirements. JPMorgan Chase first deployed a global implementation of Oracle Portal in 2003. This paper includes three Oracle Portal CMEF usage examples, including sample code for an Oracle...
Tags: Oracle Corp., Enterprise Portal, Compliance, Oracle Application Server Portal, Application Servers, Portals, Enterprise Software, Software, Internet
White papers 2005-09-01
InfoComp Stays on Top of Financial Customers' Changing Needs With Serena ChangeMan Professional Suite
Some of the largest and most respected financial institutions, including JPMorgan Investor Services, Merrill Lynch Investment Managers and Credit Suisse Asset Management, rely on InfoComp software to help administer funds and trusts, manage portfolios and expedite transactions. As InfoComp began to grow rapidly in the late '90s, it hit limitations...
Tags: Serena Software Inc., Team, Financial, Professional Suite, Team Management, Change Management, Management, Tools & Techniques
Case studies
Data Migration Considerations: A Customer Engineering Residency - Best Practices Planning
Enterprise data migration projects are often complex, time-consuming engagements that require detailed planning to mitigate the risk of incurring business disruptions. Migration projects are often considered "One-offs" because the technologies and methodologies must be reviewed on a migration-by-migration basis. However, the overall procedures and best practices are similar for the...
Tags: Data Migration, EMC Corp., Enterprise Data Migration Project, Migration Project, Storage, Hardware
White papers 2007-05-01
Checklist Investor (exe)
Checklist Investor is a stock market investment software tool for individual investors. This powerful, yet easy to use tool helps investors make better investing decisions. Checklist Investor allows users to organize their investment data, follow well-known expert investing strategies (including Buffett, Graham, Lynch), customize these strategies, and follow a systematic...
Tags: Strategy, Investor, Tool, Checklist Investor, Financial Accounting, Productivity, Finance
Software downloads 2006-06-29
Single Investor Mortgage+Care (exe)
Mortgage+Care is a complete line of software for the Private Money Lender or Broker. The program can handle various loan scenarios including discounted notes, incremental loans, interest only, amortized, etc. The Single Investor version does not split payments to multiple investors, but our more advanced versions write investor checks, create...
Tags: Payment, Investor, Mortgage+Care, Operational Accounting, Finance
Software downloads 2007-12-11
Managing the Investors' Mind - Investor Growth Capital Uses Mindjet MindManager to Evaluate Companies
Investor Growth Capital IGC is a venture capital and private equity advisory group wholly owned by Investor AB of Sweden. IGC needed to make multi-million dollar decisions based on an array of complex information. Since 2004, IGC has been using MindManager, a software that helps visualise, manage and share complex...
Tags: Private Equity, Investor, Mindjet, Investor Growth Capital, Investment, Financial Services, Venture Capital, Finance, Financing Startups
Case studies
Riverbed Steelhead Appliances Are the Missing Link for IT Infrastructure Consolidation at Investor AB
Investor AB is the largest industrial holding company in the Nordic region. The challenge for Investor's IT department has been to implement a centralized IT operation with the speed and power of a distributed and flexible IT infrastructure. At the same time, they have to live up to expectations of...
Tags: IT Infrastructure, Riverbed Technology Inc., Information Technology, Investor, IT Infrastructure Consolidation, Riverbed Steelhead Appliance, Strategy, Management
Case studies 2006-03-13
Real Estate Investor Calculator Pro (exe)
The Real Estate Investor Calculator Pro is a personal real estate assistant, which provides the investor with a simple way to calculate the ROI Return On Investment and mortgage payments for rental properties. This application is designed for real estate investors and residential & commercial brokers. Based on simple input...
Tags: ROI, ImageSkill, Real Estate Investor Calculator Pro, Real Estate, Roi/Tco, Business Operations, Finance, Managerial Accounting
Software downloads 2007-03-21
Investor's Toolkit (exe)
Investor's Toolkit 5 allows you to quickly and easily analyze stocks and manage a portfolio. This software was developed with the novice in mind, yet it has all the tools necessary for the experienced investor. First released in 1991, Toolkit helps investor focus on important attributes of growth, quality and...
Tags: Data Service, Stock, Investor, Financial Accounting, Investment, Finance
Software downloads 2005-08-04
Industrial Holding Company Gives Employees Real-Time Access to Messaging System
Investor is the largest industrial holding company in the Nordic region. In September 2006, the combined value of the company's investments was SEK 149 billion (about U.S.$20 billion). With offices in Europe, Asia, and the United States, Investor wanted its employees to have better access to e-mail messages, calendars, and...
Tags: Microsoft Exchange Server 2007, Microsoft Access, Microsoft Exchange Server, Messaging, Investor, Groupware, E-mail Servers, Enterprise Software, Software
Case studies
Real Estate Calculator (exe)
The Real Estate Investor Calculator is a personal real estate assistant, which provides the investor with a simple way to calculate the ROI Return On Investment for rental properties. This application is designed for real estate investors and residential & commercial brokers. Based on simple input parameters which include the...
Tags: Application, ROI, Real Estate Investor Calculator, Real Estate, Roi/Tco, Business Operations, Finance, Managerial Accounting
Software downloads 2007-02-05
Master Investor (exe)
Master Investor MI is a fully integrated system that combines investment portfolio management with technical analysis. The purpose of MI is to help individual investors and professional money managers track and analyze investment portfolios composed of stocks, bonds, mutual funds, options, other assets and liabilities. Includes over 30 customizable reports,...
Tags: Bond, Investor, Analysis, Master Investor, Investment, Mutual Funds, Finance, Human Resources, Benefits, Retirement Plans
Software downloads 2007-07-30
Investsum Rental Property Manager (zip)
Investsum Rental Property Manager RPM is an interactive property management software application for the individual investor. RPM is designed to efficiently and easily receive, store, and display data on real estate owned and managed by the individual investor. RPM stores data on properties, tenants, loans, insurance, income, expense, and vendors....
Tags: Income, Investor, Property Management, Investsum Rental Property Manager, Rental Property Manager, Real Estate, Mortgages, Operational Accounting, Business Operations, Finance, Capital Structures
Software downloads 2006-01-17
Value Investor (exe)
How are your stocks really performing? Easy stock analysis with Value Investor 1.3. Import data and virtually eliminate tedious manual data entry, customize and instantly get complete ratio analysis and company value estimation results, impress others with fast-loading, fast-printing professional quality reports. Shorten your learning curve: Automatic explanations of analysis...
Tags: Stock, Investor, Analysis
Software downloads 2006-03-16
Supporting a Customer Base That Doubled Overnight
E.ON UK is the UK's largest integrated energy company, generating and distributing electricity, and retailing electricity and gas. It is part of the E.ON group, the world's largest investor-owned energy services provider. The company wanted to support twice as many customers quickly to identify operational changes for expanded data center...
Tags: Sun Microsystems Inc., E.ON UK, Data Centers, It Services, Mergers & Acquisitions, Process Improvement, Servers, Storage, Hardware, Data Management, Investment, Finance, Quality, Business Operations
Case studies 2007-12-01
Is there a way to map the user interfaces to the core business logic?
Hello,I am currently working on a trading application. At the core of this application are a set of formulas that shape the outcome of investor portfolio's. When the investor checks out his portfolio, the core business logic springs into action, calculates his equity position using those formulas and displays them...
Tags: Use-Cases
Discussion threads 2006-02-20
E.ON: "Entering a New Era of Global Business"
E.ON is the world's largest investor-owned energy services provider. To live up to the Group's demanding slogan "Entering a new era of global business" E.ON Ruhrgas AG planned to offer WLAN services to business guests. The company selected Garderos Software Innovations to deliver its Operational Support System OSS and Customer...
Tags: Guest, E.ON, Wi-Fi, Wireless LANs, LANs, Wireless, Networking
Case studies
PDF Compressor Desktop (exe)
PDFCompressor Desktop provides a full range of document and image handling capabilities. With industry leading compression rates on both color and bitonal files, along with incredibly accurate OCR, PDFCompressor will serve well as an integral part in your document creation and organization processes. PDFCompressor users include: US Army, Xerox, FedEx,...
Tags: Adobe PDF, PDFCompressor Desktop, Desktops, Strategy, Hardware, Management
Software downloads 2006-08-04
Outsourcing megadeals lose momentum
Stay on top of the latest tech news with our free IT News Digest e-newsletter, delivered each weekday. Automatically sign up today!By ...
Tags: outsourcing, megadeal, J.P. Morgan Chase & Co., IBM Corp., Gartner Inc.
Technical articles 2004-09-17
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