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19 Sep 2022
As Gartner® has noted in recent research, “Changing client requirements, cost, complexity and regulation make reporting capabilities a key factor in selection by investment firms. Clients demand that their money managers make investments in forward-looking, personalized performance and risk reporting.” Those firms that make investments in dynamic ...
28 Jul 2021
A recent survey sponsored by Northern Trust indicated that 98% of managers are seeking to incorporate data science to optimize their investment performance. The fact is that this has been a primary focus and the buy-side has been analyzing data from the beginning because data analysis is, in large part, how investment decisions are made. Data anal...
11 Feb 2021
Whether it be standardized client statements, marketing factsheets or other investor communications, investment management firms face a myriad of challenges when trying to provide accurate reporting to clients, consultants and other third parties. Investment managers seeking to automate client outreach and differentiate themselves from their compe...
25 Feb 2019
During the past year, a number of acquisitions of software providers within the fintech space by large banks and holding companies have the potential to shape the industry and the way software is deployed and used by money management firms. Whether they be RIAs, fund managers, wealth management firms, hedge funds or pension funds, large banks and ...