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CutterCast

Aug 20, 2020 10:30 AM - 11:30 AM ET    Online

State of CAP Data

SUMMARY

SUMMARY

As asset managers try to more fully automate distribution, marketing, and client service functions, they have found the need to manage their client, account, and product (CAP) data to a greater extent. This CutterCast examines how firms are modeling, storing, and governing CAP data.