News Archive

Princeton Financial Systems wishes you a joyous Holiday Season and a happy New Year!

Princeton Financial Systems today announced the introduction of DVS Publisher Suite 3.3, a new version of its leading automated reporting solution for the investment industry, enhancing report generation and distribution functionality.
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Princeton Financial Systems, a solution provider to the global investment industry, today announced it has expanded its American and EMEA sales and relationship management teams with the addition of four executives to support the company's international growth strategy.
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Princeton Financial Systems today revealed that the Swiss private bank and asset manager, Bank Vontobel, has selected DVS Fund Warehouse. With DVS Fund Warehouse, the bank will increase its data quality, thereby offering its customers an even better service. The DVS Ratio Calculation Engine add-on module allows Bank Vontobel to calculate ratios when preparing Key Investor Information Documents (KID).
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Meet Princeton Financial Systems' team of experts at the AICPA National Conference on Banks & Savings and learn more about the latest developments on International Financial Reporting Standards (IFRS).

Keeping up with accounting changes continues to be a challenge for many organizations. With the upcoming International Financial Reporting Standards, financial managers must assess how IFRS will affect their companies' operations.

Our experts will help you identify issues when preparing for and implementing IFRS. They will be speaking at 7:30 a.m. in session number 203 (Breakfast Session) on September 13. The conference will be held in Washington, DC. Please join the discussion about "Guidance & Preparation for IFRS in the U.S." or meet us at our booth.

Princeton Financial Systems is excited to announce the dates and locations of our regional User Forums. These two day events will present corporate and strategic product information, breakout sessions that include opportunities to earn CPE credits as well as a product lab with the opportunity to meet one on one with our product experts.

These events are exclusively for current Princeton Financial Systems clients who may attend any User Forum in any location. The content will be the same at each User Forum with the exception of the Chicago User Forum, which will offer Mortgage and UVT sessions.

Detailed information will be coming shortly, in the meantime please contact your Support Representative or Relationship Manager with any questions.

Princeton Financial Systems today unveiled its latest version of DVS Fund Warehouse - a platform for data management, analysis and reporting. Version 6.0 contains many new functions that provide even greater support to Princeton Financial Systems' customers in the areas of data management and report preparation.
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Princeton Financial Systems GmbH announced that Christian Küchler has taken over the role of the Managing Director. Christian Küchler, who has been working with the company for eleven years, will now have responsibility for Professional Services, Sales and Marketing activities within Princeton Financial Systems GmbH.
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Our team of experts is regularly speaking at industry events. The next speaking slot will be covered by Tony Lotharius, Sales Director, The Americas, at the TSAM North America: "Global trend to merge regulatory mandates with single platform for Financial Reporting, Regulatory Reporting and Client Reporting". Join the discussion about the following aspects:
- Why the trend is gaining momentum for global firms?
- How are the regulators influencing this trend: Global Jurisdictions including in Europe, North America, Asia
- Discuss an overview of how to reduce data management overhead to achieve this goal
- Discussion of ideas to reduce operating costs while improving reporting deliverables.
Please join the discussion or meet us at our booth (Day 1: Floor #3, space "R", Day 2: Floor #2, space "K"). The conference is held from July 14-15, 2011 in New York City.

Princeton Financial Systems today announced that it has signed Invesco Great Wall FMC (IGW) as a new PAM client. IGW joins other recently signed PAM clients in China, Franklin Templeton Sealand Fund Management Co., Ltd. (Shanghai) and UBS-SDIC Fund Management Co., Ltd. (Shenzen) as Princeton Financial Systems expands its presence in this region.
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Princeton Financial Systems (PFS) today announced that it has appointed Christian J. (Chris) Farber as Senior Vice President and Head of Global Sales and Marketing.
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Princeton Financial Systems (PFS) today announced that German security services bank, dwpbank is utilizing PFS' leading investment compliance system, MIG21 to offer their clients the ability to outsource their investment compliance checking. The bank also uses German LawCard, a comprehensive predefined rule set for MIG21, to comply with the latest regulatory requirements.
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Princeton Financial Systems (PFS) today announced Switzerland based companies, Vontobel and Swisscanto recently joined a growing list of European institutions to use PFS' solutions to support their Key Investor Information Documents (KID) creation process. PFS customers can organize and automate this process in accordance with current regulatory standards, which ranges from data provision to the calculation and monitoring of ratios, as well as the distribution of documents which need to be published.
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Hauck & Aufhäuser Investment Gesellschaft S.A. (HAIG), a service provider for the conception and administration of funds, needed to replace their fund accounting system while maintaining operation of all business-critical systems. Due to Princeton Financial Systems' (PFS) extensive experience in this area, they successfully supported HAIG in this project and simultaneously established a system architecture for the future. PFS' DVS Fund Warehouse functions as the central data storage area and feeds MIG21, ORS and DVS Publisher Suite for investment compliance checking, order management, and reporting.
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Princeton Financial Systems' (PFS) MIG21 facilitates the implementation of two major UCITS IV requirements, as specified in Commission Directive 2010/43/EU of 1 July 2010, Chapter VI.
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Princeton Financial Systems has entered into a partnership with Gestión Inteligente S.A. (Gesintel), a Chilean company focused on providing solutions for investment compliance and financial risk management. The partnership makes Gesintel Princeton Financial's exclusive distributors in Chile for business development and support for MIG21, Princeton Financial's investment compliance and risk monitoring solution.
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Princeton Financial Systems' user forums in Zurich and Paris were the culmination of a series of four client-focused events across Europe.

At each of the forums Princeton Financial clients from leading asset management companies and custodians benefited from the close, personal interaction with PFS experts and other participants. In addition to the networking opportunities, attendees benefited from learning about new product developments and discussions on common market challenges.

In particular, the dedicated stream to Princeton Financial's data management and reporting solutions, DVS Fund Warehouse and DVS Publisher Suite, was of greatest interest to those attending.

If you would like to receive more information about client user forums, please contact us at marketing@pfs.com.

Princeton Financial Systems has released a new version of its unit value pricing and trading solution, PAM for Unit Value Trade (UVT). PAM for UVT has been supporting leading insurance and annuity companies throughout the United States and Canada for over a decade. The all new PAM for UVT 2011 offers significant technical enhancements.
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