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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 ...
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 fo...
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 t...
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 depl...