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

James C Russo

Julio Eduardo Pereir Souza

Robbyn Goodman

Khaled Fahmi

Honggang Yu

Dave Knight

Desiderio Torrez

Susan Weitz

Robin Thomas

Lou Ghantous

Kenneth Staab

Brandon Goines

Woods Bob

Terry Meinen

T Barber

Steve McEachern

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

Technology and Software

Regional Management Team

Leadership Team

Business Analysis Team

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Team members

Other teams at Princeton Financial Systems

Technology and Software

Regional Management Team

Leadership Team