System Reviews
These comprehensive reviews of licensable technology by vertical market are constructed utilizing a disciplined, consistent approach. For each market sector examined, we develop a list of systems for inclusion as well as a detailed outline to ensure that all current regulatory, operational and market imperatives are included. We then work closely with each system vendor in gathering information on the system’s architecture, functional capabilities, and planned strategic and development initiatives. To ensure objectivity, we interview a minimum of three clients for each of the identified solutions. These client interviews are held with operations staff who use the system on a daily basis, and their unattributed feedback is incorporated throughout the review.
Barrington Partners’ systems research is frequently purchased as an RFP alternative by firms either considering a system change or interested in benchmarking their current solution on available functionality, platform system support or cost. In addition, our research is often used as an invaluable source of information for inclusion in reports to the Board or to senior management requiring independent information on systems’ capabilities. Finally, some clients purchase this research to gain current knowledge on available system alternatives within the industry.
Our depth of experience in the fund industry has culminated in the production of the following publications:
The Corporate Actions Report 2012
The Corporate Actions Report 2012 (New)
Corporate actions systems help mitigate cost and risk of processing corporate actions for investment managers, custodians, broker/dealers, investment banks and the like. This first-of-its-kind report reviews six of the leading licensable corporate actions systems, in an easy-to-compare format.
The Global PA Report 2012
The Global PA Report 2012 (New)
First published in 2005, the 2012 edition provides an overview of 34 portfolio accounting solutions capable of supporting a wide range of domains and vertical markets. For each solution, the Global PA Report comprises a 6-10 page description of its technology, core functionality, integrated and/or companion solutions, and information on the company, their clients, and system licensing and pricing.
Middle Office Outsourcing Service Provider Review 2009
Middle Office Outsourcing Service Provider Review 2009
The Middle Office Outsourcing Service Provider Review 2009 considers the services provided by both global and regional (U.S. or European market) outsourcers. Nine providers are evaluated on services ranging from the processing of an executed trade through to client statements and billing.
The “Next Generation” Transfer Agency Systems Review 2008
The “Next Generation” Transfer Agency Systems Review 2008
This 2008 Review considers a new generation of systems that offer attributes such as: an open architecture, SQL-style database, object-oriented code and an n-tier structure. 13 systems from 9 countries are included.
US Fund Accounting Systems Review 2007
US Fund Accounting Systems Review 2007
First published in 1995, the 2007 edition of this Review provides a comprehensive analysis of six major licensable mutual fund accounting systems from vendors in North America and Europe.
Advanced Statementing Report 2005
Advanced Statementing Report 2005
An examination of 8 systems that facilitate automated integration of assets, performance, risk, fund characteristics, performance attribution, market news and disclosures into a concise personalized statement for high net worth clients.





