Spectra Securities Software Company and Product Information Page

Spectra Securities Software Inc.

150 York Street, Suite 700
Contact Name/Title: Eric Sinclair, EVP Global Sales
Phone Number: 416-304-6642
Email Address: [email protected]
Web Address: www.spectrasoftware.com

Company Background:
Spectra Securities Software Inc. was founded in 1989 as a wholly owned subsidiary of a major Canadian brokerage firm and purchased outright by its founding partners in 1991. From its inception, Spectra has focused 100% of its efforts in the securities industry, delivering reliable, leading edge software to clients in the brokerage, banking and insurance businesses.
Spectra services a global clientele, with clients in Asia, Europe, Canada and the United States. Spectra’s product suite includes portfolio management and data warehouse software as well as mutual fund, bond and equity trading applications. Spectra provides comprehensive consulting and integration services for all its applications.
Spectra has been recognized as one of the top 100 independent software firms in Canada for the past two years and one of world’s 500 largest software firms.

Company Executive Team:
Mr. McLeod, President and founder of Spectra Securities Software since 1989, has over seventeen years of experience in the securities industry. His foundation in technology is well complemented by his professional accounting designation.
Mr. Paquette, Vice President Products, has twenty-three years of experience within the industry; the last sixteen years have been within the information technology area.
Ms. Burkholder, Executive Vice President Services, brings more than 15 years of technology and business experience to Spectra, combining a keen understanding of the technical challenges that face companies in today’s financial services industry with an unwavering commitment to customer satisfaction.
Mr. Sinclair, Executive Vice President Sales, is responsible for expanding client base in North America and overseas, including the direction and management of the company’s worldwide sales team.

Company Financial Performance: not disclosed

Product Name & Description:
Spectra Portfolio
Spectra Portfolio offers immediate on-screen access to portfolio information including: AIMR performance, asset mix, cash-flow projections, off-book positions, and duration. It facilitates the balancing of portfolios to models and performs consolidations and what-if-analysis. Comprehensive report sets and graphs can be tailored to the varying needs of individual decision-makers. Spectra calculates the cost basis of positions and includes tax reporting. Powerful contract management features maximize sales productivity, helping manage prospecting activity, and converting leads to customers.

Product Price Range:
not disclosed

Existing Clients:
Spectra has in excess of twenty clients, including Merrill Lynch, HSBC Securities, Yorkton and Park Avenue Securities.

Strategic Partners: n/a

Customer Support Provided:
Spectra offers several levels of help to its clients. Calls are received in person by Spectra’s Help Desk, which operates 7 x 24, and are tracked through to resolution by Changepoint software.

Upcoming Product Developments/Product Releases: n/a