Our Investment Management Solutions

Princeton Financial Systems offer a range of tailored investment management software solutions to optimize and automate business processes in the investment management industry.

Our products are designed by and for investment practitioners with product roadmaps constantly aligned with market requirements.

Solution Overview

MIG21	-	Pre-Trade and Post-Trade Investment Compliance

LawCards®	-	Always up to date with LawCards

ORS	-	Trade and Order Management

DVS Fund Warehouse	-	Data Management, Analysis and Reporting Platform

DVS Publisher Suite	-	Reporting

RBK	-	Annual and Semi-annual Reports

TAX	-	Fund Tax Reporting

DEBAS	-	NAV Reconciliation

PAM	-	Portfolio and Accounting Management