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The Pragmatic Technologist

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Pete Giza is a 25 year high-tech veteran, systems architect and entrepreneur. If he's not blogging here as RedBlack's VP of Marketing and Business Development he is probably puzzling over a pile of antique Harley-Davidson treasures.

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2009
- March (5)

- October (2)

2010
- March (1)

Disclaimer

The opinions expressed herein are my own personal opinions and do not represent my employer's view in anyway.

Why Integrated Solutions Lag

Thursday, 1 October 2009 03:18 by pgiza

Integration of financial software is a hot button with many firms. The reasons are exposed and a solution is proposed.
Introduction: For financial services firms’ integration is a watchword. Numerous articles have been written citing the need for better application and system. For many it is ultimate straight through processing dream. Several initiatives have been kicked off by but with limited success &nda...

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Currently rated 3.0 by 2 people

Currently 3/5 Stars.
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Tags:		trade-order-management, crm, portfolio-management, email, trading, performance-reporting, salesforce, advent, portfoliocenter
Categories:		Pragmatic Technology
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Is your service provider still in the Dark Ages?

Thursday, 26 March 2009 09:21 by pgiza

Are you getting what you need from your service providers?
The “Dark Ages” in history is defined as the “period between Classical Antiquity and the modern era.” So here we are in the so-called “modern era” – why are so many financial services providers living in the technological Dark Ages? We’r...

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Currently rated 4.0 by 1 people

Currently 4/5 Stars.
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Tags:		broker/dealer, custodian, broker-dealer, cfp, cpa, ria, registered-rep, technology
Categories:		Pragmatic Technology
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Get on the bicycle!

Thursday, 26 March 2009 07:47 by pgiza

Stop running alongside your technology bicycle. Get on it and win!
Billy, gasping with exhaustion enters the classroom. “Why are you late!” barks his teacher. “Because I had to run all the way to school!” answers Billy. “Your bicycle is right outside, what do you mean you ran all the way to school?” his teacher dem...

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Currently rated 1.0 by 1 people

Currently 1/5 Stars.
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Tags:		cfp, ria, cpa, custodian, broker-dealer, automation, rebalance, allocation, asset
Categories:		Pragmatic Technology
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Quill and ink versus the word processor Part I

Tuesday, 17 March 2009 16:32 by pgiza

Why IT systems lag behind in the financial sector part I
Ah the romance of it all, writing novels of Shakespearian scale with quill and ink. Yeah right! Wait a minute while I go out and crank up my model T! Sadly this is the harsh reality many financial services firms face today. For example; let’s talk about something near and dear t...

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Currently rated 3.3 by 4 people

Currently 3.25/5 Stars.
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Tags:		portfolio-rebalancing, workflow, process-automation, asset-allocation, rebalancing
Categories:		Pragmatic Technology
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