Configuration Corner: Viewing Publication XML Files

Configuration Corner articles are targeted toward IT users and implementors of Everest. This article is also available on Lift, our online client documentation portal. Being able to view publication XML files allows the checking of outputs from Everest workflows, which is useful for a number of reasons including troubleshooting errors, integrating with third-party systems, or…

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Tips & Tricks: View Data Panel Load Times

This Tips & Tricks article is geared toward both business users and IT users of Everest. Starting with version 5.0 of Everest, users with the proper permissions can check the details behind data panel load times by leveraging a new data panel option. Steps: 1) Locate the “i” icon on the data panel you wish…

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Highlighted Feature: Shared Views

Each release of Everest is chock-full of new features and enhancements. To emphasize some of the most compelling, we compile a “Highlighted Features” PowerPoint with every major release. This is made available along with full Release Notes through our online documentation portal known as “Lift” (contact your Relationship Manager for access). We’re now taking this…

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2015 will be a big year for fintech companies

Financial technology is growing rapidly and new startups are continuing to emerge and receive capital funding. The sector is poised to experience a boom in 2015 as investors look to improve operational efficiency and transparency with new technology. “Deal volumes in the fintech industry have grown 27 percent each year since 2008.” Boom time for…

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Fintech is a big deal in 2015

Fintech is becoming its own fully established market segment, as evidenced by its likely inclusion in the national lexicon in 2015. Increasingly investors and venture capital funds are looking to pour money into fintech, because of the potential it holds. Fintech innovations are disruptive, but in a good way Imran Gulamhuseinwala, private equity investor and…

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2015 will be a big year for fintech companies

Deal volumes in the financial technology industry have grown 27 percent each year since 2008 globally. Financial technology is growing rapidly and new startups are continuing to emerge and receive capital funding. The sector is poised to experience a boom in 2015 as investors look to improve operational efficiency and transparency with new technology. “Deal volumes…

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Middle-Market Deal Management: An Enterprise Software Solution

Collecting and managing deal data throughout the life cycle of a portfolio of investments remains a pressing challenge for commercial lenders. Enterprise platforms, while lesser known, are proven to be a powerful alternative to the more popular technological solutions available in the investment space. Software comp­anies like my own study deal management challenges and work…

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Asset managers look to software to protect brand reputation

The asset management industry is now worth $87 trillion. A stricter regulatory environment and increasing compliance requirements are influencing asset managers to emphasize data accuracy in their operations and adopt technology solutions to ensure flawless workflow management and reporting. Financial data reporting must be done right According to The Wall Street Journal, the asset management industry…

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Borrowers are favoring bank loans over municipal bonds due to regulation

New rules will require brokers to disclose fees on municipal bond trades. Analysts expect municipal bond issuances to remain mostly flat in 2015, with bank lending providing borrowers with a source of capital for the short term. Municipal bond issuance will be flat next year According to Reuters, new borrowing by U.S. states and cities…

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