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Process Per Se has a self-managed
professional staff that delivers integrated solutions
for your
investment and planning needs. We concentrate on developing
processes that help you drive your business
forward. 
Sample Projects
Investment Management Firms:
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Trading Systems Using Advent®,
Microsoft® Excel® and
browsers.
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Multiple daily Market Value extractions
integrated into Advent®
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Integration of Morningstar®
and Excel® for Performance
Reports
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SEC compliant system with electronic
reminders and auditing
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Security and Disaster Recovery system
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Document Retention and Emailing Systems
that meet your business need and size
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Integrated & tested business continuity plan
and compliance
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Determination of ROI and NPV based on
current processes
Financial Planning Processes
Analysis and evaluation of your client's
financial status
Developing financial planning recommendations
& alternatives
Developing and implement the financial
planning recommendations
Create and develop monitoring processes to
monitor financial planning recommendations
Sample of Supported Applications/Software
All
Microsoft Office® products from version 97
through to 2003.
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