eBusinessware has extensive expertise in Separately Managed Accounts, Mutual Funds, Financial Planning, Product Selection, Due Diligence, Account Administration and Trading. We have a practice that specializes in Wealth Management that can deliver "your solution, following your 'standards', integrated in your environment". No pre-packaged, pre-configured applications. We deliver enterprise applications that are designed and documented so that our clients can support them if they choose.

Brochures

Questionnaire Hub
QuestionnaireHub^TM – automates the quarterly due diligence questionnaire process. It is a secure, web-based application that eases the confusing and burdensome quarterly reporting process for managers by automating it. It streamlines the data-entry process, as well as the creation of the documents that you send to your users in the formats they require. Read to find out more features and benefits.

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Sponsor Suite
SponsorSuite^TM provides the SMA industry with a collaborative framework to organize, consolidate, and distribute investment research and product information. The system is fully configurable to your needs. From the data that is collected to the way it is displayed and the reports that are produced, SponsorSuite can be tailored to your program needs. Read to find out more benefits.

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Managed Solutions Hub
ManagedSolutionsHub^TM is a data management platform designed to support your Managed Solutions programs. MSHub is a web-based data repository that allows you to collect, manage, monitor, and disseminate all of the data. It puts easy access, greater control and automated distribution of your data right at your fingertips, within one easy-to-use application. Read to find out specific features of MSHub.

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GIM II - Service & Support
Our team has extensive hands-on GIM expertise in analysis, development, customization and testing. As each client is unique, we have a variety of delivery models to meet your needs. We have worked onsite, as well as via remote access. We also have a team at our wholly-owned offshore facility in India that has assisted in delivering GIM projects. Our off-shore team enables us to deliver greater value to our client relationships. As you would expect, we work in your development environment and use your approved technologies and project management infrastructure.

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Case Studies

Portfolio Management Application
This case study presents how eBusinessware developed a compliance application for a leading US Financial Portfolio Management company, with audit trails, case management, on demand reports and more.

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Asset Management System
This case study presents how eBusinessware developed a robust application that automated information-gathering processes as well as provided a centralized repository that could be accessed across different geographical boundaries with ease and efficiency for a leading global financial services company headquartered in Switzerland.

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One Pager

MAS Suite
The MAS Suite is a platform that makes receiving and processing the MMI standard messages easier. The application is designed to be flexible to allow for your specific needs. It provides everything from a simple interface that allows you to view and process messages to workflow to integration with your current processing environments. Highly configurable the application grows along with the message base.

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PDF2XML Parser
eBusinessware’s PDF2XML parser reads PDF and text files and converts to standard XML using standard DocBook DTD V4.4 as developed by OASIS. It parses books regardless of language or ASCII characters used. Users simply select the document language and run. The parser builds intelligence as it translates more and more pages and provides high level of accuracy.