Oct 23, 2017

This research provides an overview of the practices and tools investment managers use to create and manage pitch books and client presentations. It also provides information to help member firms assess available vendor solutions.

Areas covered include an overview of pitch book and client presentation trends, current practices of CutterResearch member firms, an overview of the current vendor landscape, and practical advice for pitch book and client presentation system selection and implementation projects. Reviews of systems that support the creation and management pitch books and client presentations include Assentis Technologies SolPresent, Assette, Seismic, SimCorp Coric, SS&C Technologies Vision FI, Synthesis Technology FlightDeck, and Xinn. Overviews of FactSet Vermilion V:Pitch and Perivan Technology RightSlide are also included.

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