Blog Archives

Client story: The logical outsourcing choice for Chilton Trust

It’s no secret that investment firms have choices when it comes to technology hosting. There are providers out there who will perform basic rack-space hosting or host applications for investment firms only. Where both of these arrangements start to get

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Posted in Traditional and Alternative Asset Management

Are asset managers and wealth managers blurring the lines?

For the last 5 years we’ve been reading a never-ending stream of stories on passive being the better choice over active or the imminent transition of assets from traditional wealth managers to robo advisors.  Although these stories are often a

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Posted in Traditional and Alternative Asset Management

Data controls: 3 questions to ask your service provider

In the eco-system of outsourcing, flexible, transparent co-sourcing creates the optimal environment for your operations and people to thrive. Your firm should ask three questions when evaluating an operational service provider to ensure that the proper data controls are in

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Posted in Traditional and Alternative Asset Management

Does outsourcing mean giving up control of data?

Investment firms have varying degrees of comfort about outsourcing operational services. Some, out of an abundance of caution, may fear a potential loss of control over their data. Many institutional firms consider their reputation in the marketplace and their track

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Posted in Traditional and Alternative Asset Management

Not all reconciliation is created equal

Outsourcing technology has increased in popularity across the investment management community. Over the past few years, however, we’ve seen many of our clients looking to gain efficiency by outsourcing some of their back-office activity as well.

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Posted in Technology, Traditional and Alternative Asset Management, Wealth Management and Financial Planning

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