News

Princeton Financial Systems has introduced PAM for Investments, the next generation of flexible and scalable investment accounting platforms, offering seamless integration and an efficient user-friendly interface.
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Princeton Financial Systems today announced that as part of its continued growth in the North American market, it has signed on Lansing Michigan-based Jackson National Life Insurance Company (Jackson^®) to its PAM for Securities system for investment accounting and PAM InfoHub, which provides easy access to all stored data making reporting easy and efficient.
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Princeton Financial Systems has introduced enhancements to its DVS Publisher Suite that have improved the overall user experience and added functionalities for diagrams with a variable number of data series as well as for layout tables. Princeton Financial Systems' DVS Publisher Suite 3.4 enables clients to meet all the internal and external reporting requirements for the fund industry by automating and controlling the entire reporting process from data supply and quality testing to production and distribution of boardroom-quality reports.
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Princeton Financial Systems announced the addition of new professionals to its client services and sales team in Europe. The recent staff appointments support Princeton's continued strategy to enhance its presence throughout the European market.
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Princeton Financial Systems today announced Transamerica Capital Management has selected Princeton Financial's PAM for Unit Value Trading (UVT) solution to replace their internal systems and processes for variable annuity accounting. The decision enables Transamerica to focus on its core mission to create a better financial future for its clients by automating unit value pricing and share trading using the best UVT solution in the industry.
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Princeton Financial Systems has introduced enhancements to its MIG21 LawCard Solution to enable clients in the European market to address UCITS IV (Undertakings for Collective Investments in Transferable Securities) regulatory changes. LawCards provide clients with a comprehensive library of predefined rule sets for Princeton Financial Systems' MIG21 compliance solution.
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Princeton Financial Systems today announced it has launched an enhanced version of its powerful industry leading MIG21 investment compliance system. MIG21 version 7.2 expands on the functionality of the previous 7.1 version with several new features that have increased scalability and performance optimization.
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Princeton Financial Systems today announced it has appointed Ronald Knecht as the new Product Director for its MIG21 investment compliance platform. The move is part of Princeton Financial Systems' continued focus to enhance MIG21 and keep it ahead of competition.
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Princeton Financial industry experts Ronald Knecht and Peter Trabert presented at the BVI IT Solutions Conference last Thursday. BVI attendees were very interested in learning more about particularly challenging aspects of new regulatory requirements and how they can be implemented with our investment compliance solution MIG21 and the according regulatory rulesets - our LawCards. In addition, highlights of PFS' MIG21 and future enhancements were also presented.

If you want to learn more, please download our presentation. Contact us with any questions.

Visit us at booth no. 15 at BVI IT Solutions, one of the most important conferences of the German Asset Management market. Learn more about our latest product updates and how they support best practices for the most challenging UCITS IV regulatory requirements.

At 11.50 a.m. our industry experts Ronald Knecht and Peter Trabert will provide insight and details on the implementation of some of the most complex regulations.

The presentation will contain aspects of the Derivative Ordinance (DerivateV), such as the Annual Leverage Reporting, Derivative Reporting and Hedging with Interest Rate Derivatives. Additionally, you will learn more about the German Security Trading Law, WpHG (Reporting of Net Short Positions and Notification of Voting Rights) as well as InvMaRisk Liquidity Monitoring (based on AIFM Directive). Our experts will explain why these regulations are so complex as well as how to implement them with our MIG21 LawCards.

We are looking forward to welcoming you on February 9th.

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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