Abstract: Systems and methods of electronic form management are provided. An electronic form management method and system may receive a first candidate form for mapping and generation of a first equivalent form template. An electronic form management method and system may collect user data and may receive a plurality of user inputs, which may collectively be stored in a structured data set. An intermediate document is generated based on the user inputs, and a form document is output based on the intermediate document. An electronic form management method and system may generate multiple form documents for output to different books of record. An electronic form management method and system may receive a validation rule change request, and test the electronic form for compliance.

Abstract: A system for facilitating evaluation, by a buy-side professional, of performance of a sell-side professional, includes a computer system and a source of performance data in which the computer system is in communication. Software executing on the computer system receives from the sell-side professional a plurality of sell-side data and determines a performance evaluation of each of the sell-side data based at least in part upon contents of each of the sell-side data and at least in part upon the performance data. Software executing on the computer system also receives from the buy-side professional a set of weighted preferences indicative of importance to the buy-side professional of performance of different types of sell-side data, and calculates a performance rating of the sell-side professional based at least in part upon the performance evaluation of each of the sell-side data and at least in part upon the weighted preferences.