Breaking Down Silos

In the face of changing investor expectations and competitive pressures, asset and wealth managers are reevaluating their offerings and the systems that support them. Recent years have seen a significant diversification of products, particularly among firms that serve a mix of institutional and private wealth clients.

In this changing environment, firms are likely to find their existing technology platforms can only handle so much complexity before they start to buckle under the strain. To gain greater agility and scalability in portfolio management without compromising quality, firms must take a holistic view of the technology platform that supports their core investment management activity.

This whitepaper highlights the eight essential investment management capabilities that are necessary for a modern investment platform.