What types of APIs does Invest One expose?

Invest One exposes APIs for data integration and system automation. These APIs may include REST and SOAP interfaces for accessing data and executing functions.

What are the main system components of Invest One?

Invest One's architecture consists of components such as the database server, application server, and reporting engine. These components communicate through network protocols and APIs.

How is user management handled in Invest One?

Invest One supports user management through an administrative interface. User roles and permissions can be configured to control access to system functions and data.

What business value does Invest One provide?

Invest One provides business value by automating portfolio accounting processes, improving data accuracy, and providing timely reporting. This enables investment managers to make better decisions and meet regulatory requirements.

How does Invest One help with regulatory compliance?

Invest One helps organizations comply with regulatory requirements by providing reporting and audit trails. This reduces the risk of non-compliance and associated penalties.

How does Invest One streamline portfolio accounting operations?

Invest One streamlines portfolio accounting operations by automating tasks such as trade processing, reconciliation, and reporting. This reduces manual effort and improves efficiency.

What authentication methods are supported by Invest One?

Invest One supports authentication methods such as LDAP and Active Directory for user authentication. It also supports role-based access control (RBAC) to manage user permissions.

What encryption is used in Invest One and where?

Invest One uses encryption to protect sensitive data, such as passwords and financial information. Data is encrypted both in transit and at rest.

What audit/logging capabilities exist in Invest One?

Invest One provides audit logging capabilities to track user activity and system events. These logs can be used for security monitoring and compliance purposes.

What administrative interfaces are available in Invest One?

Invest One provides administrative interfaces such as a command-line interface (CLI) and a web console for system administration. These interfaces can be used to configure system parameters, manage users, and monitor system performance.

What monitoring/logging capabilities exist in Invest One?

Invest One offers monitoring and logging capabilities to track system performance and identify potential issues. Logs can be analyzed to troubleshoot problems and optimize system performance.

What ports or network requirements exist for Invest One?

Invest One requires specific ports to be open for communication between system components. These ports must be configured in the firewall to allow network traffic.

Share Your Product Experience

Help the community by sharing your experience with mainframe products. Your insights help others make informed decisions.

Share Your Experience

Invest One

Sungard Supported z/OS

Application - Accounting/Business

Vendor

Sungard

Product Overview

Invest One's architecture is designed for scalability and reliability. The system consists of several key components: * **Database Server:** Stores all system data, including portfolio holdings, transactions, and user information. Common databases used are DB2 and Oracle.

* **Application Server:** Hosts the core application logic and provides APIs for accessing system functions. The application server is typically a Java EE application server. * **Reporting Engine:** Generates reports for performance measurement, regulatory compliance, and client reporting.

The reporting engine supports various output formats, such as PDF, Excel, and CSV. * **Web Server:** Provides a web-based interface for users to access the system. These components communicate through network protocols and APIs.

The application server exposes REST and SOAP interfaces for data integration and system automation. The system uses configuration files to define system parameters, such as database connections, user roles, and reporting templates. Invest One supports authentication methods such as LDAP and Active Directory and uses role-based access control (RBAC) to manage user permissions.

Competing products include Advent Geneva and Black Diamond.

Frequently Asked Questions

What is Invest One and what does it do?

Invest One is a portfolio accounting system used to manage and report on investment portfolios. It provides functionality for trade processing, general ledger, performance measurement, and regulatory reporting.

What types of asset classes does Invest One support?

Invest One supports various asset classes, including equities, fixed income, derivatives, and alternative investments. The specific asset classes supported may depend on the modules licensed and configured.

What kind of reporting capabilities does Invest One offer?

Invest One provides reporting capabilities for performance measurement, regulatory compliance, and client reporting. Reports can be generated in various formats, such as PDF, Excel, and CSV.

What systems does Invest One integrate with?

Invest One integrates with various market data providers to obtain pricing and reference data. It also integrates with trading systems and custodians for trade processing and reconciliation.

Help Improve This Directory

Notice outdated information? Have insights about this product? Help the mainframe community stay informed with accurate, current data.

Report Issue Suggest Product Share Event

Share Your Product Experience

Help the community by sharing your experience with mainframe products. Your insights help others make informed decisions.

Share Your Experience

Share Your Product Experience

Invest One

Product Overview

Frequently Asked Questions

What is Invest One and what does it do?

What types of asset classes does Invest One support?

What kind of reporting capabilities does Invest One offer?

What systems does Invest One integrate with?

What configuration files are used by Invest One?

What types of APIs does Invest One expose?

What are the main system components of Invest One?

How is user management handled in Invest One?

What business value does Invest One provide?

How does Invest One help with regulatory compliance?

How does Invest One streamline portfolio accounting operations?

What authentication methods are supported by Invest One?

What encryption is used in Invest One and where?

What audit/logging capabilities exist in Invest One?

What administrative interfaces are available in Invest One?

What monitoring/logging capabilities exist in Invest One?

What ports or network requirements exist for Invest One?

Related Products

More from Sungard

Accounting Budget and Cost

Similar Products

Ab Initio Business Rules Environment

Accounting Budget and Cost

American Software System z Suite

Baan

Blaze Advisor

CA Aion Business Rules Expert

Help Improve This Directory

Share Your Product Experience