BLOGS. July 20, 2023
Driving Strategic Investment Operations Transformation via Technology
In conversations with asset and wealth managers, the biggest operational challenge we hear about is trying to manage operations as a seamless, front-to-back process. This is difficult, if not impossible, to achieve when a firm has disparate platforms for portfolio management, trading, accounting and all the other functions that make up the investment process. The problem is exacerbated if those different systems come from different technology vendors who use technologies that do not easily interoperate and need to be constantly maintained. In the absence of smooth integration, it’s not surprising that many firms are still bogged down in manual processes and workarounds that impact efficiency.
Read more