Asset flows to managed accounts are surging, particularly for unified managed accounts (UMA). This expansion is driven by technology advancements and the increasing demand for personalized, complex portfolios. UMA has the ideal infrastructure to contend with this...
Private markets investment by wealth managers and their clients is accelerating at a rapid pace. However, this type of investment is complex and very different than investing in the public markets. The disparate and fragmented environment in private markets today...
Compliance and regulatory reporting have become increasingly complex and demanding for investment firms. Our digital transformation blog series has discussed three key benefits driving investment manager interest in transformation initiatives, namely, the ability to...
In the investment management market, data, when refined through analytics, can empower decision-making and performance. In our current blog series, we’ve discussed the critical role of digital transformation in streamlining investment operations and improving the user...
Today’s investors, whether institutional or retail clients, expect high-quality, technology-enabled interactions with their financial advisors and investment managers. In our previous blogs, we introduced digital transformation as a strategic imperative for investment...
Operational excellence is crucial for helping investment firms and wealth managers control costs and manage risk, but historically, legacy systems and manual workflows have introduced bottlenecks, manual workarounds and the potential for costly errors. In our last...
