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BLOGS. May 3, 2024

Break Down Operational Silos to Achieve Unified Investment Operations

In wealth and asset management, the investment process involves many different functions typically performed by many different people—from portfolio management, trading and compliance through accounting, reconciliation and reporting, along with more specialized activities like data analysis and performance measurement. Among those tasks, there is a great deal of overlap and dependency, and those in different roles carrying them out share a need to view similar information in real-time. For example, an accounting department employee may need to review available funds for payment of fees while a trader needs to know how much cash is available after accounts are reconciled. In most cases, these are two different, unconnected systems.

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