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Investments handled
Functionality Capabilities
User Interface
Reporting Capabilities
Technical Attributes
Services and Cost
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Staff Profile
Total Employees
60
16
33
10
53500
72
220
300
ND
42
200+
233
Educational Breakdown
NA
ND
ND
ND
ND
ND
ND
  -% with Bachelors
45%
75%
61%
80%
60%
  -% with master in Science
58%
15%
24%
20%
25%
  -% with Ph.D.
3%
6%
5%
  - % Other
36
10%
9%
10%
Average age
35
33
35
30
31
32
35
35
Average Seniority (years)
7
3
4
3
2
4.5
Turnover Rate (%)
5%
1%
1%
15%
10%
ND
ND
ND
ND
ND
ND
ND
6%
Department Breakdown
ND
ND
ND
  -% in Administration
5%
10%
2%
6%
5%
5%
5%
8%
14%
  -% in Development
60%
35%
45%
18%
60%
35%
25%
58%
38%
  -% in Client Support
20%
30%
45%
48%
30%
45%
20%
10%
24%
  -% in Consulting/Deployment Svcs
5%
15%
4%
9%
5%
15%
10%
  -% in Sales/Marketing
10%
10%
4%
19%
5%
10%
30%
14%
25%
Do you Rotate Employees? (Y/N)
Y
RD
N
Y
N
ND
Y
N
Y
ND
N
Y
N
Is Continuing Education
  -Mandatory
N
N
N
Y
Y
N
N
N
Y
ND
N
ND
N
  -Reimbursed
Y
Y
N
Y
Y
Y
Y
N
Y
ND
Y
ND
N
How many hires do expect in 2003
5
5
3
5
4
NA
NA
ND
10
NA
10
NA
40
Does the company have Certified Partners?(Y/N)
Y
N
N
N
N
N
N
N
Y
N
N
Y
N
ND
Product Strategy
Product development and release cycle?
ND
  -Quarterly
  -Semi-Annually
  -Annually
Total Number of Customers on:
  -Current versions?
335
325
ND
400
15
350
100
56
2500
200
ND
ND
ND
  -Older, Supported versions?
100
6500
  -Older, Unsupported versions?
  -Versions Supported?(Please List)
6.3
12
Firm:
  -Engage in customization other than reports
   or interfaces
Y
Y
Y
Y
N
Y
Y
Y
Y
Y
Y
Y
N
  -Employ a quality assurance manager?(Y/N)
Y
Y
Y
N
N
Y
Y
Y
Y
Y
Y
Y
Y
  -Regularly poll client satisfaction?(Y/N)
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
  -Sponsor a User Group?(Y/N)
Y
N
N
N
N
N
N
N
N
Y
N
Y
N
What percent of revenue goes to R&D?
ND
N/A
N/A
30%
50%
ND
20%
25%
ND
30%
ND
ND
15%

Other
Operate a Broker Dealer? (Y/N)
N
Y
N
Y
Y
Y
Y
Y
Y
N
Y
N
Y
Operate and Manage a trading network?(Y/N)
Y
Y
Y
Y
Y
N
Y
Y
Y
Y
Y
N
N
Is the firm a publicly traded?(Y/N)
N
N
N
N
N
N
Y
Y
Y
N
N
N
Y