Trade Order Management Systems



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Investments handled
Functionality Capability
User Interface
Reporting Capabilities
Technical Attributes
Services and Cost
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Staff Profile
Total Employees
750
65
176
nd
443
850
nd
32
70
35
90
90
206
ND
304
ND
7600
300
Educational Breakdown
ND
ND
ND
ND
NA
ND
ND
ND
ND
ND
  -% with Bachelors
45%
98
1%
90%
100%
95%
51%
90%
80%
  -% with master in Science
58%
20%
98%
6%
18%
41%
60%
  -% with Ph.D.
3%
1%
1%
2%
2%
9%
2%
  - % Other
36
20%
4%
5%
18%
Average age
35
ND
ND
NA
ND
ND
31
ND
29
30
38
ND
34
ND
ND
39
NA
ND
ND
35
Average Seniority (years)
7
ND
ND
6
ND
ND
NA
ND
NA
45
10
ND
4
ND
ND
6
7
ND
ND
3.5
Turnover Rate (%)
5%
ND
5%
8%
ND
NA
ND
ND
ND
ND
ND
ND
5
Department Breakdown
ND
NA
ND
ND
ND
ND
ND
ND
  -% in Administration
5%
19%
15%
7%
9%
10%
10%
5%
0%
5
12%
15%
  -% in Development
60%
28%
30%
38%
42%
80%
50%
75%
6%
50
29%
35%
  -% in Client Support
20%
15%
25%
15%
29%
25%
30%
10%
13%
25
32%
15%
  -% in Consulting/Deployment Svcs
5%
26%
20%
27%
14%
20%
30%
10%
7%
15
10%
20%
  -% in Sales/Marketing
10%
12%
10%
14%
6%
8%
10%
10%
16%
5
17%
15%
Do you Rotate Employees? (Y/N)
Y
N
Y
N
ND
Y
Y
ND
Y
N
Y
ND
Y
Y
ND
N
ND
ND
ND
Y
Is Continuing Education
ND
ND
ND
ND
ND
  -Mandatory
N
N
N
N
Y
N
N
N
N
N
N
N
N
N
N
  -Reimbursed
Y
Y
N
Y
N
N
Y
Y
Y
Y
Y
Y
Y
Y
Y
How many hires do expect in 2003
5
ND
ND
80
ND
ND
80
ND
3
NA
2
ND
7
15
ND
25
10+
ND
60-80
Does the company have Certified Partners?(Y/N)
Y
Y
Y
Y
ND
Y
Y
Y
Y
Y
N
Y
Y
Y
Y
N
ND
ND
Y

Product Strategy
Product development and release cycle?
ND
ND
ND
  -Quarterly
  -Semi-Annually
  -Annually
Total Number of Customers on:
  -Current versions?
335
525
7
45
50
ND
8
ND
5
30
2
ND
5
27
ND
40
ND
ND
17
20
  -Older, Supported versions?
97
80
60
ND
N
0
13
700
12
60
64
33
80
  -Older, Unsupported versions?
12
0
0
ND
N
0
0
0
1
5
0
1
  -Versions Supported?(Please List)
Firm:
  -Engage in customization other than reports
   or interfaces
Y
N
N
Y
N
Y
Y
Y
Y
Y
Y
ND
Y
Y
ND
Y
ND
Y
Y
  -Employ a quality assurance manager?(Y/N)
Y
Y
Y
Y
ND
Y
Y
Y
Y
Y
Y
ND
Y
Y
ND
Y
ND
YY
  -Regularly poll client satisfaction?(Y/N)
Y
Y
Y
Y
N
Y
Y
Y
N
Y
Y
ND
Y
Y
ND
Y
ND
Y
Y
  -Sponsor a User Group?(Y/N)
Y
Y
Y
Y
N
Y
Y
Y
N
Y
Y
ND
Y
Y
N
Y
ND
Y
Y
What percent of revenue goes to R&D?
ND
30
ND
20
ND
20
ND
ND
60
25
15
ND
7.60
33
2.5
25
14
ND
ND
ND

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