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Financial Firm Improves Portfolio Software, Streamlines Customer Workflows

Overview Over the past 20 years, portfolio managers at hundreds of firms have relied on the Thomson Financial PORTIA system to manage investment portfolios. However, as the pace of financial markets has accelerated, customers have begun to look for ways to automate process-intensive tasks. Thomson Financial responded by creating a new, graphical interface for its PORTIA software, to allow users to customize their own navigation and workflows. Customers can automate common workflow steps to dramatically increase their efficiency, which also increases data accuracy by reducing human intervention.

Further White Paper Details
Publisher	Microsoft	File Format	WORD
Date Published	September 2007
Format	Case Studies
Topics	Groupware - Workflow

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