Monthly Archives: August 2013

Upgrade Portfolio Management by Managing Multi-source Data

Joel Kornblum, Managing Director, Regional Sales Director


Do you have a variety of front-office users with different business needs? Do you struggle to support those needs because you are managing multiple sources of data? The process by which your portfolios are reported is often as diverse as the end-users of this information and likely includes data fed from a myriad of vendors. There is no best single source for all your investment data and many portfolio managers are hindered by system limitations due to how data is structured and stored.

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