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Volume 3. Issue Number 3
StatPro Group plc, a leading provider of portfolio analytics software and data for the global asset management industry, received the
prestigious ISO 27001 Certification for its data centres and London Operations, which form the backbone of the company’s Software as a
Service (SaaS) initiative.
This international certification specifically covers StatPro’s Information Security Management Systems (ISMS) for services within these
locations, validating that the associated security policies for these services have undergone in-depth testing and external audits. The new
certification provides better protection and privacy for StatPro’s clients’ data by ensuring that there is enhanced tracking and reporting on the
company’s security initiatives.
Maintaining the ISO 27001 Certification requires an annual review and three year re-certification. The continual scrutiny of StatPro’s ISMS in
this manner provides confidence to clients that their data is protected on an ongoing basis.
“We are proud to have achieved certification and we believe that it reflects the dedication of our staff to ensure that we have the highest level
of controls in place when dealing with client information,” said Neil Smyth, Chief Technology Officer, StatPro. “Data security is integral to the
survival and stability of any organization and StatPro’s ISO Certification offers our clients a higher level of safeguard and protection for their
information assets.”
Interactive Data Corporation, a leading provider of financial market data, analytics and related services, announced that its Managed
Solutions business has added innovative capabilities to its PrimePortal product. PrimePortal facilitates the creation of customised web
solutions designed to provide comprehensive visualisation capabilities and analysis of real-time and delayed financial data.
Interactive Data’s “Portfolio” application, a component of PrimePortal, is designed to help investment advisors and individual investors develop
and track investment portfolios. New features can help users create their own benchmarks for performance comparisons and to include nontraded
investments such as real estate, insurance and savings accounts in an asset valuation. The enhanced application also includes a central
“cockpit” interface designed to provide investment advisors with a complete overview of their customer portfolios.
Additionally, new features of Portfolio are designed to include the ability to “tag” portions of the portfolio to represent specific purposes such
as emergency reserves, retirement or play money. Online broker and media portal users can also team up with other investors to create ratings
and exchange investment tips. Virtual portfolios can help enable investors replicate their actual portfolios and obtain an overview of the
performance of their investments, or they can be used to simulate alternative scenarios with different risk levels.
Portfolio provides users with an array of tools and information for portfolio performance evaluation and monitoring, including comprehensive
reports and charts. Portfolio is a Web-based module that is designed to easily integrate with existing solutions and processes.
“Given the current state of the financial markets, investment advisors in the wealth management sector face major challenges, and these new
capabilities in Portfolio are aimed at helping optimise their advisory services and providing their customers’ with wealth management
solutions,” said Carsten Dirks, managing director of Interactive Data Managed Solutions. “Media portals and online brokers can also use
Portfolio to enhance customer loyalty by offering their users Web 2.0 applications along with associated analytics tools. We continuously
expand the capabilities of our applications for the benefit of our clients.”
Fiserv, Inc., a leading provider of information technology services to the financial industry, launched new versions of their transaction
management and reconciliation solutions, CheckFree Frontier® and CheckFree Frontier® Securities. The new versions of CheckFree Frontier and
CheckFree Frontier Securities are focused on driving increased efficiency and ensuring ease of use, while helping organizations to better
manage risk by highlighting exceptions in the transaction management and reconciliation process, and using configurable risk tolerances to
guide users to items or accounts that require immediate attention.
“In today’s challenging business environment, our customers are demanding the ability to further enhance profitability while improving the
efficiency and transparency of their financial control frameworks,” said Elizabeth Elkins, general manager, Operational Risk Management,
Fiserv. “The latest version of CheckFree Frontier has been developed with an unprecedented level of client feedback and interaction in the
product design. The solution increases productivity by allowing users to instantly access the areas requiring immediate review and resolution.
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