Digital, operations, and technology insight to transform your business.

Asset Management Firms

Helping over 200 large institutional asset managers, asset owners and pension funds achieve business goals through insightful research and industry-leading consulting.
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Strategy
Consulting
Execution
Implementation

Wealth Management Firms

Cutter Wealth, helps wealth managers achieve transformation through in depth research and strategic consulting.
Cutter Wealth
Research & Consulting
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New CutterResearch Spotlight!
Wealth Trends: Part Five now available
Participate in our Marketing Benchmark study
New CutterResearch Spotlight!
Wealth Trends: Part Five now available

Enjoy full access any time, from anywhere, to a library of research reports and access to our member-only meetings with membership of one of our consortia.

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YOUR CHALLENGES

Assess our enterprise data environment

With retirement of the existing EDM platform imminent, our client had to assess their data environment.

Assess our internal capabilities

Are we ready to take assets in-house?

Be positioned to support growth

Are the people, processes and technology ready to support the business as it changes?

Consolidate our client communications operating platform

With multiple boutique managers, our client sought to to consolidate the client communications operating platform to one unified framework.

Implement across multiple business lines

Defining new business processes, and helping vendors integrate with unfamiliar products.

Review our operating model and systems

Concerned that their operating model and supporting systems were outdated, our client sought a strategic review.

UPCOMING EVENTS

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