Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting solutions to the global investment industry. 

Our solutions are used worldwide by over 430 leading investment managers, custodians, insurance companies, pension funds, hedge funds, and banks in more than 40 countries. Seven of the world’s biggest global custodians monitor investment compliance with MIG21 powered by its LawCards suite of rule libraries for global compliance.

Our PAM family of systems are leading international investment accounting solutions that support the accounting needs of +370 clients around the globe.

MIG21, investment compliance and risk monitoring solution, optimizes and automates pre-trade and post-trade compliance checking, the administration of regulatory, prospectus, and internal investment guidelines along with the consequent resolution workflows. 

DVS Fund Warehouse is Princeton Financial Systems’ platform for data management, reporting, and analysis purpose-built for the investment industry. DVS Publisher Suite automates reporting processes for factsheet production, client and regulatory reporting as well as statutory reporting.

Princeton Financial Systems, headquartered in Princeton, NJ, has offices located throughout the United States, Canada, France, Germany, Luxembourg, the Netherlands, Switzerland, the United Kingdom, Malaysia, and Singapore.

Investment Management

Princeton Financial Systems

Princeton Financial Systems' headquarters in Princeton, NJ, United States

James C Russo

Woods Bob

Terry Meinen

The Regional Management Team at Princeton Financial Systems ensures the effective implementation of the company's investment accounting, compliance, and data management solutions across different geographical areas. This team, composed of leaders and managers from various regions, focuses on strategic planning, regional performance monitoring, client relationship management, and local market adaptation to drive business growth and meet client needs in their respective territories.

Regional Management Team

The Business Analysis Team at Princeton Financial Systems is responsible for understanding client needs, gathering and documenting business requirements, and translating them into actionable plans for technical implementation. They work closely with stakeholders to ensure the effective use of the company's investment accounting, compliance, and data management solutions, ensuring that all specifications align with industry regulations and client objectives. Their insights help guide product development and enhancements, ensuring that solutions remain at the forefront of the global investment industry.

Business Analysis Team

This department oversees strategic direction and leadership across the organization.

Management Group

This department focuses on designing, coding, and maintaining software applications and systems.

Software Development

The Technology and Software team at Princeton Financial Systems is responsible for developing, maintaining, and enhancing the company's diverse range of investment accounting, compliance, data management, and reporting solutions. This includes software engineering, application development, system analysis, testing, implementation of new features, and ensuring robust network and database management. Their work supports the optimization and automation of compliance checks, data analysis, and reporting processes for clients worldwide.

Technology and Software

The Leadership Team at Princeton Financial Systems steers the strategic direction of the company, ensuring alignment with business goals and industry standards. Comprised of senior executives, including the President, Senior Vice Presidents, and Regional Vice Presidents, this team drives operational excellence, oversees global technology services, and manages regional performance to maintain market leadership and deliver innovative solutions to the investment industry.

Princeton Financial Systems

Org chart

Teams

Regional Management Team

Business Analysis Team

Management Group

Software Development

Technology and Software

Leadership Team

Offices

Princeton Financial Systems

Org chart

Teams

Regional Management Team

Business Analysis Team

Management Group

Software Development

Technology and Software

Leadership Team

Offices

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