Behind the Login of Digital Portals for Wealth Clients

May 29, 2025 [Case Study] Mid-Sized Asset Management Firm Creates Differentiation with a New Approach to Data and Analytics Sponsored Report A mid-sized independent asset management firm implemented InterSystems® Data Fabric Studio™ with asset management module to connect disparate data spread across spreadsheets, data lakes, data warehouses, and data marts. Since implementation, the firm has realized significant long- and short-term business benefits, including: Driving differentiation with a proprietary client reporting solution. Creating a competitive advantage with better distribution and marketing, faster responses to RFP/RFI requests, and on-demand investment risk insights. Launched a proprietary investment risk analytics platform in less than 6 months. Delivering efficiencies by reallocating 200 FTE hours per month to higher value projects. Jul 09, 2025 5 Reasons to Optimize Your Reconciliation Processes Sponsored Report Optimizing reconciliation processes is crucial for industries like banking, asset management, and capital markets to ensure accuracy, efficiency, and regulatory compliance. By enhancing reconciliations, firms can reduce errors, meet stringent regulatory requirements, and manage risks effectively. The transition to T+1 settlement cycles underscores the need for real-time reconciliation capabilities to avoid settlement failures and penalties. Leveraging advanced technologies such as AI and automation can streamline processes, improve operational efficiency, and maintain data integrity. Ultimately, accurate reconciliations build customer trust by ensuring transactions are correctly recorded, which is essential for maintaining strong customer relationships in a competitive market.