Business transformation for the investment management industry
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Event CutterCast: Get Rid of the Noise and Fine-Tune Your Compliance Program
In this CutterCast, we discuss what options are available to the compliance professional in dealing with false positives related to the following: investment guidelines compliance, trade forensics/market abuse surveillance and electronic communications surveillance
Report End-to-End Advisor Platforms: Enabling the Bionic Advisor
End-to-end advisor platforms offer a promising way for wealth management firms to arm their advisors with an all-inone digital toolbox. But not all end-to-end platforms are created equal. This report profiles eight leading providers of all-in-one technology platforms for wealth advisors, examines which features and functionalities are need-to-haves and which are nice-to-haves, and discusses which solutions are particularly useful for different types of wealth management firms. The research also examines the current state of the industry, discusses future trends for digital advisor desktop technology, and offers a set of concrete strategy recommendations for firms weighing an end-to-end advisor solution.