Stanford Financial Group selects Q2 as its Portfolio Management and Investment Accounting Solution

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On November 10, 2004, Houston, Texas-based Stanford Financial Group licensed Q2, from QED Information Systems, Inc., as its portfolio management and investment accounting software solution. Stanford maintains in excess of $17 billion in deposits and assets under management or advisement, and will use QEDÂ?s hosted version of Q2.

Stanford specifically selected Q2 for its powerful fixed income processing capabilities related to generating statistics, such as book and market yields, duration, average life, and convexity. Q2 also satisfies key requirements of Stanford’s public funds portfolio processing, including providing powerful, easy-to-use HTML and PDF reporting tools, advanced reconciliation functionality and interfaces, performance attribution tools, easy data import and export, and automated processing of interest, maturities and MBS paydowns. Additionally, Q2's state-of-the-art graphical user interface and real-time processing create a user-friendly environment for Stanford. Menu-driven, intuitive, blotter-based screens provide easy access to data, while powerful, real-time processing supplies immediate data updates throughout the enterprise. For optimal flexibility, Q2 enables Stanford’s users to customize their working environments by modifying existing screens, creating custom views, building personal tickler files, and setting real-time filters and alerts.

Richard Kursman, QED vice president of sales, believes Q2 is the perfect solution for Stanford. “Q2 offers Stanford the best of all worlds in terms of advanced capabilities and efficiency of operations.” states Kursman. “Q2 provides Stanford Financial the type of advanced functionality they require with respect to advanced reporting and investment accounting capabilities in the form of an ASP offering. For a leading edge financial services company like Stanford Financial Group, Q2 is the system of choice. We are very pleased to add Stanford to our fast growing list of financial services clients.”

About QED Information Systems, Inc.

Founded in 1987, QED Information Systems, Inc. is the premier provider of portfolio management and investment accounting systems to institutional investment firms, pension funds, investment advisors, state treasuries, and other buy-side firms. QED manages more than 1 trillion USD in collective assets, and nearly 50% of the U.S. state treasuries use QED software solutions for managing their investments.


Richard Kursman

Vice President of Sales

QED Information Systems, Inc.

856.797.1200 (voice)

856.797.9719 (fax)

[email protected]

For more information on Q2 and QED Information Systems, Inc.:

About Stanford Financial Group

The Stanford Financial Group is a global network of affiliated companies providing private banking, investment banking, trust and brokerage services, investment advisory and real estate development. The Stanford group of companies has more than 40,000 clients in 80 countries.

For more information on Stanford Financial Group:

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Steven Kendus
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