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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

The Shift to UMAs from SMAs & the Impact on Managers

The back story As large program sponsors in the advisory space, such as Merrill Lynch, Morgan Stanley, Wells Fargo, and UBS, are making more and more progress toward platform consolidation and moving away from disparate legacy systems, trends have shown

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Posted in Asset Managers

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