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TechRepublic Resources
- DownloaderXL (exe)
- Stock quotes downloading software for Microsoft Excel. It downloads free historical end-of-day stocks, indexes and mutual funds data, 15-minutes delayed and real-time quotes for stocks, options, indexes, futures and other securities for more than 50 markets worldwide. DownloaderXL package allows monitoring of current market situation, performing real-time charting and tracking...
- Tags: Stock, Index, OLSOFT, Mutual Funds, Investment, Retirement Plans, Human Resources, Benefits, Finance
- Software downloads 2008-07-10
- A Case Study: Major Financial Services Firm - Under NDA
- The client had encountered organization-wide problems on a number of levels, ranging from business aspects (such as consistent processes, services, and standards,) to system and integration aspects (such as legacy system APIs, transaction management, shared services, et cetera.) The client partnered with netNumina to plot a strategic roadmap - a...
- Tags: Keane Inc., Payroll, 401(k), Retirement Plans, Operational Accounting, Hardware Upgrade, Human Resources, Benefits, Finance, Hardware
- Case studies
- Novell Case Study: Mutual Fund Company
- The company is one of the largest mutual fund companies in the U.S., managing funds for millions of shareholder accounts. The fast-growing company needed a way to manage the vast array of information coming through and to convert it into meaningful data so as to identify and address its real...
- Tags: Information Security, Shareholder, Novell Inc., Mutual Fund, Fund Company, Mutual Funds, Retirement Plans, Investment, Financial Accounting, Security, Human Resources, Benefits, Finance
- Case studies
- Diagnostic Tools Streamline Performance Improvements for Securities Market Platform
- When a new issue comes to market, i-Deal provides a powerful online platform where issuers, brokerage firms, investors, and mutual fund managers can issue billions of dollars' worth of securities in minutes. Since 2001, the i-Deal platform has run reliably on Microsoft SQL Server 2000, but the company wanted to...
- Tags: Security, Performance, Streamline, Mutual Fund, Microsoft Corp., Tool, Mutual Funds, Performance Management, Retirement Plans, Investment, Databases, Servers, Human Resources, Benefits, Workforce Management, Finance, Enterprise Software, Software, Data Management, Hardware
- Case studies
- Harbor Capital Advisors Turns the Tide With Sage CRM SalesLogix
- Harbor Capital Advisors HCA is the adviser and investment arm of a family of 12 no-load mutual funds that offer actively managed portfolios of stocks, bonds, and money market securities with combined assets of approximately $17.2 billion. HCA Securities, Harbor Capital's broker dealer, had limited marketing activities, primarily with institutions....
- Tags: Sage CRM SalesLogix, Sage Software, Advisor, Harbor Capital Advisors, Investment, Retirement Plans, Finance, Human Resources, Benefits
- Case studies
- ISA Relies on BMC PATROL as the Silent Force Behind Its Magna System
- The ISA provides such services as granting permits to corporations to publish prospectuses, regulating and supervising the mutual fund industry activities, monitoring ongoing reports, monitoring offer-to-purchase statements, monitoring the correct and fair management of the stock exchange, licensing portfolio managers and investment advisors, supervising the performance of their obligations, and...
- Tags: BMC Software Inc., BMC Patrol, Monitoring, ISA, Mutual Funds, It Management, Digital Signatures, Retirement Plans, Human Resources, Benefits, It service Management, Security
- Case studies
- Wells Fargo's 401(k) Business Booms With SAS
- As a leading provider of retirement plans for small and large businesses, Wells Fargo has witnessed a 600 percent increase in 401k plans and a 670 percent increase in monthly 401k trade volumes in the past few years. Amazingly, the popular financial services company has managed this six-fold boost in...
- Tags: 401(k) Plan, Wells Fargo & Co., SAS Institute, 401(k), Retirement Plans, Investment, Human Resources, Benefits, Finance
- Case studies
- Steele Capital Management: Building Asset Value With Personal Relationships
- Based in Dubuque, Iowa, Steele Capital Management is a leading provider of investment management and company-sponsored 401K plans. Operating in the high-touch, relationship-driven financial services industry, the company required a means of providing highly-personalized client service while tracking the profitability of both its client relationships and its most profitable broker...
- Tags: Asset, Relationship, 401(k), Retirement Plans, Asset Management, Strategy, Financial Planning, Investment, Human Resources, Benefits, Operational Planning, Business Operations, Management, Finance
- Case studies
- International Network Services Case Study: Fidelity Investments Institutional Brokerage Group
- Institutional Brokerage Group IBG is a business unit of Fidelity Investments, the nation's largest mutual fund company. IBG wanted to deploy a new high-speed network to realize the full benefits of planned business model enhancements focused on improving customer services and lowering costs. Engineers designed and deployed the new network,...
- Tags: Fidelity Investments, Institutional Brokerage Group, Mutual Funds, Telephony, Retirement Plans, Telecom & Utilities, Telecommunications, Human Resources, Benefits, Networking
- Case studies
- GetQuote (msi)
- Getquote is a software which is capable of downloading stock, ETF, mutual fund or index (such as dji for Dow Jones Industrial Average index, SPX for S&P 500 index, and NDX for NASDAQ 100 index) quote history data. It can also be used to download active lists of stocks from...
- Tags: Software, Stock, Bestbuysoft, GetQuote, Mutual Funds, Retirement Plans, Investment, Tools & Techniques, Human Resources, Benefits, Finance, Management
- Software downloads 2008-05-20
- Counting down to TechRepublic's 10th Anniversary
- You probably didn't realize it, but TechRepublic recently celebrated its 9th Birthday. The TechRepublic Web site launched in the first week of April 1999, back in the days of the DotCom boom when such Internet Giants as Pets.com roamed the planet. If you check out any user's...
- Tags: TechRepublic Inc., Internet, Web Site Development, Web Technology, 401(k), Retirement Plans, Human Resources, Benefits, John Sheesley
- Blog posts 2008-04-14
- Investrak Portfolio Manager (msi)
- Investrak Portfolio Manager by Enerphase Software produced with Microsoft's Visual Basics. This program was designed to track, update, diversify, and print reports on the full spectrum of personal or business investments. Investrak is easy to use. It's hands on and for the first time really helps the user understand the...
- Tags: Enerphase-Software, Investrak, Mutual Funds, Investment, Retirement Plans, Human Resources, Benefits, Finance
- Software downloads 2008-04-08
- MyGains (exe)
- MyGains simplifies management and reporting of Capital Gains taxes. Some of the key features of MyGains are: Automatic download of trades from brokerages. Multi-level security of financial information- Generates Schedule D. Supports stocks, bonds, mutual funds and options. Supports LIFO, FIFO for wash sale analysis- Integrates with popular personal finance...
- Tags: Financial, Dhana Software, MyGains, Taxes, Mutual Funds, Financial Accounting, Free Trade, Retirement Plans, Investment, Financial Planning, Finance, Human Resources, Benefits
- Software downloads 2008-02-26
- PayBreeze (EXE)
- Calculate a paycheck for any of the 50 states, plus DC and Puerto Rico, including local taxes. Do gross-ups, what-ifs, 401k analysis, W4 assistance, and check the accuracy of other payroll systems, along with more complex tasks like combining gross-ups with a regular check or doing 'marginal rate' calculations. Version...
- Tags: Payroll, General Programming, 401(k), Retirement Plans, Operational Accounting, Human Resources, Benefits, Finance
- Software downloads 2008-02-14
- TraderXL Pro (exe)
- Trade station, stock quotes, options, investment portfolio in Microsoft Excel. TraderXL Pro - powerful technical analysis and data downloading software for Microsoft Excel. AnalyzerXL Package includes: AnalyzerXL is a library of 146+ technical analysis functions, indicators, and experts. TraderXL Pro is a tool that allows you to download data. DownloaderXL...
- Tags: Stock, Mutual Fund, Analysis, TraderXL Pro, AnalyzerXL Package, OptionsXL, Mutual Funds, Retirement Plans, Investment, Microsoft Excel, Human Resources, Benefits, Finance, Microsoft Office, Office Suites, Software
- Software downloads 2008-01-16
- XeCheck Personal Finance (Deluxe) (exe)
- Download statements and balances from over 5000 banks, credit cards, brokerages, and other financial institutions. Manage over 18 types of accounts including checking, savings, credit card, loan, retirement, and investment. XeCheck supports all major world currencies. Balancing your checkbook is now easier than ever with XeCheck. Transfer funds, use loan...
- Tags: Bill Payment, Credit Card, XeCheck, Mutual Funds, Sales Channel, Retirement Plans, Financial Services, Investment, Human Resources, Benefits, Sales, Finance
- Software downloads 2008-01-15
- ANNI Professional (zip)
- ANNI Professional is an Advanced Neural Network Investing (A.N.N.I.) program that allows you to analyze almost any type of financial data including stocks, indexes, mutual funds, futures, forex, and options to help you determine the best times to enter and exit the market as well as manage most of your...
- Tags: Artificial Intelligence, Portfolio Management, Analysis, ANNI Professional, Mutual Funds, Productivity, Retirement Plans, Human Resources, Benefits
- Software downloads 2007-11-22
- ANNI Standard (zip)
- ANNI is an Advanced Neural Network Investing (A.N.N.I.) program that allows you to analyze almost any type of financial data including stocks, indexes, mutual funds, futures, forex and options to help you determine the best times to enter and exit the market as well as manage most of your Portfolio...
- Tags: Artificial Intelligence, Financial, Analysis, Tool, ANNI, Standard Version, Productivity, Mutual Funds, Retirement Plans, Human Resources, Benefits
- Software downloads 2007-11-22
- Fund Manager (exe)
- Fund Manager is a full-featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such...
- Tags: Fund Manager, Investment, Mutual Funds, Retirement Plans, Finance, Human Resources, Benefits
- Software downloads 2007-11-13
- AceMoney Lite (exe)
- AceMoney Lite is free account-management software. It will help you keep a tight rein on your spending habits, your stock portfolio, your 401k, and your bill payments. With more than 100 transaction categories, support for password protection, 150 currencies, and more than 20 supported languages, AceMoney Lite is powerful and...
- Tags: Stock, AceMoney Lite, 401(k), Mortgages, Retirement Plans, Investment, Mice, Tools & Techniques, Human Resources, Benefits, Finance, Capital Structures, Hardware, Peripherals, Management
- Software downloads 2007-09-26
