5 Warning Signs That Your Portfolio Management & Trading Platforms are Holding You Back
Rapid growth shouldn’t leave you feeling overextended. Yet, it’s an unfortunate reality that some portfolio management and trading systems just can’t keep up with clients’ evolving needs. Changing investor preferences and exacting expectations for portfolio personalization are driving successful enterprise firms to reconsider the technology they are using. Asset net flows are increasingly landing in […]
Is Your Enterprise Ready to Fly? A Pre-Flight Checklist for Portfolio Management and Trading Operations
Building out integrated portfolio management and trading operations for an enterprise firm requires a different approach than what might work for a small- or medium-sized business. Workflows that are sufficient for managing investments and executing trades in a narrow ecosystem can quickly become unwieldy when amplified at an enterprise level. Whether your firm is seeing […]
