What about ad hoc information?

Q: I run a small brokerage and have a packaged system from a major broker software vendor. I get some standard reports but how can I get ad hoc information from my system?

A: Whatever broker system you are currently using, it probably
already allows you to run some reports so that you can get to crucial
business data.


If your existing reports don't give you all you need, a call to your
system supplier will help you find out what additional data querying
facilities are on offer.


If you prefer to be able to get at the data yourself, it is usually
possible to extract it into Excel or Access using a query tool such as
Microsoft Query. But be warned - before you can

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Polaris at 30 – Jackie Childs

In the concluding instalment of Polaris at 30, senior business analyst at the insurance industry-owned organisation Jackie Childs rounds up the progress on digital trading moving from monthly personal lines updates sent out on floppy discs to the new era of risk and rating dexterity that can only be supported electronically.

Polaris at 30 – Phil Bayles

In the final day of the Polaris at 30 Q&A series Ardonagh’s Phil Bayles assesses the development of digital trading from slow, cumbersome and inflexible systems to becoming mainstream.

Polaris at 30 – Derek Cowie

Derek Cowie started working at General Accident (now Aviva) in 1992. Polaris was founded in 1994 launching digital trading platform imarket in 2004.

Polaris at 30 – Theo Duchen

Acturis Group co-CEO Theo Duchen delivers the third Q&A of the Polaris at 30 series and details the collective goal that would put “the UK light years ahead of any other market”.

Polaris at 30 – Stuart Reid

In the second Q&A instalment of the Polaris at 30 series, chair of Partners& Stuart Reid shares memories of the industry moving from paper rating guides to digital trading and his view on the “plainly daft” frustration in e-trading today.

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