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How to Evaluate Enterprise Software

As part of Clear Path Analysis' Fund Technology Data and Operations - North America Report, Katherine Pearce and Matt Ahlstrand participate in a roundtable debate on Asset Management trends and key factors to consider when evaluating enterprise software.

Points of Discussion:

  • Platform decision making revolves around the firm’s philosophy, structure and culture
  • Firms must understand their future when making a decision
  • SS&C advises firms to look at functions with the most value relative to cost
  • There is an industry focus on the effectiveness of the front office and on leveraging a comprehensive front-to-back-office suite
  • Having the flexibility to outsource some of the operational aspects of the business is a trend that’s not slowing down

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How to Evaluate Enterprise Software