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InvestOne Enterprise 5.0 and mPortfolio Released With Early Adopters

Integrated Applies InvestOne Enterprise 5.0, AIMTrimark Beta Tests mPortfolio

Integrated Fund Services, Inc. has applied SunGard's InvestOne Enterprise 5.0 investment accounting application. Cincinnati-based Integrated has been utilizing InvestOne since 1993, and the adoption of InvestOne Enterprise 5.0 marks the first implementation of the new customizable product architecture, according to SunGard. Integrated chose to run the application on Linux at the SunGard ASP datacenter.

"The release of InvestOne Enterprise 5.0 and its successful implementation at Integrated represent milestones in the advancement of the product. The new product architecture positions Integrated to benefit from functional and operating improvements. Our customers can now more readily adapt the product to their specific operating requirements and gain access to new data access and dissemination capabilities," said Doug Morgan, president of investment systems, SunGard, in a release.

SunGard has changed the core business rules engine of the InvestOne Enterprise solution, making it a configurable application utilizing an extensible and scalable service-oriented architecture. The product is a Web-based portal designed to provide tools for the fund accountant. The application is also capable of role-based configuration of functionality and reporting.

InvestOne Enterprise is an investment accounting solution from SunGard that processes more than $10 trillion in assets. The product can account for a variety of security classes in different types of funds with a real-time, multicurrency system supporting straight-through processing.

Integrated is a mutual fund servicing company providing fund administration, fund accounting, transfer agency and distribution services to mutual fund clients.

Pyxis Releases New Mobile Platform, AIMTrimark Tests

Pyxis Mobile, the Waltham, Mass.-based developer of wireless investment applications, has released mPortfolio. The software, designed to meet the needs of portfolio managers, provides enterprise, market and customer data on any standard handheld device.

The development and advancement of handheld computing has freed investment professionals from their desks, and mPortfolio was created to combine that freedom with the real-time market and corporate data typically received in the office. Portfolio managers and analysts can use mPortfolio to connect to their company's trade order management system, accounting system and pricing and analytics systems to obtain immediate access to exposure reporting, portfolio holdings, repricing information, benchmarking comparisons and sector weightings, according to a Pyxis release.

Pyxis claims that mPortfolio will integrate with existing IT infrastructures and security systems, allowing for easy wireless network installation and maintenance. The application is built to function with standard back-office and CRM systems. Pyxis maintained the integrity of authentication and authorization by designing mPortfolio to piggyback onto a firm's existing security system.

Toronto-based investment manager AIMTrimark has participated in a beta test of the mPortfolio platform in support of its portfolio management team.

"With Pyxis Mobile's mPortfolio on their BlackBerries, we are making it easier for portfolio managers to work away from their desks," said Patrick Farmer, chief investment officer for AIMTrimark, in a release. "It will allow our portfolio management group to be productive from any location, inside or outside of their offices."

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