5 TOP TIPS FOR ASSESSING SALES REPORTING AND DATA MANAGEMENT SOLUTIONS
November 27, 2018
As an asset manager, you probably have spent countless hours researching and testing the tools needed to find the ideal sales reporting and data management solution for your business. Whether it be a formal product offering or home-grown process, the act of finding the right solution does not need to be as daunting as it […]
FUND SERVICING CONVERSIONS: BENEFITS MAY OUTWEIGH THE PERCEIVED BURDEN
November 13, 2018
Conquering or Overcoming FOCO Let’s be honest: When someone starts talking to an investment adviser about transitioning their back-office servicing relationship from one service provider to another, the first reaction of that firm’s decision maker is somewhere among stomach ache, dizziness and downright fear. Am I right? Whether one admits it out loud or not, […]