Automated Reporting Workflows: A Time Saver for Investment Advisory Firms

Currently, large-scale wire houses and independent advisors are competing for the same contingency of clientele while fighting the fallout of the recent recession. To gain an edge, independent firms could produce personalized reports to improve client service and attract new investors, as suggested in our previous post, Empower Your Advisors with Custom Reporting. But in order to offer this level of customization, firms must make a choice: invest in advanced technology or spend numerous hours manually entering and refining data for each client.

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Empower Your Advisors with Custom Reporting

Since 2011, total registered investment advisor (RIA) assets have increased $7.1T leading to more management opportunities for firms[1]. And as assets grow, more independent advisors emerge and competition for clients intensifies. Firms are being forced to ask: How do we attract and retain investors?

Personalization: Today’s Strategy for Courting Investors

Investors have complex expectations of their advisors. They want someone they trust to manage and grow their wealth, and they want to be treated less like a portfolio and more like a person.

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10 Best Practices for Family Office Security

Today’s Internet intruders function like sleeper agents, hiding within websites and applications. Once they are activated, they prey on individuals and companies via online connections, which include the systems, computers and tools used in daily work and life. For family offices, a great deal is at stake: disruptions caused by viruses, malware and hackers can put the family and its data at risk.

What should family offices do to protect themselves?

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Fund Reporting Flexibility and Automation

Today’s investment management firms are facing increased regulatory pressure and rising client demands. Firms are being asked to provide transparent, on-demand access to financial data as well as produce a range of timely, accurate and consistent reports to attract and retain investors.

A comprehensive reporting solution provides the tools investment advisors and fund managers need to demonstrate performance aptitude and support investment decisions.

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Track and Report on Private Equity in 4 Steps

Private equity investments are on the rise due to higher returns, tax benefits and the portfolio diversification it yields. But without a clear way to integrate these separate assets with other investment data, wealth managers and family offices are left with an incomplete financial picture and a lot of manual work. Investors are asking: How can I track private equity?

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How Do You Know When Your Wealth Management Firm Needs a Technology Upgrade?

Many firms in the wealth management industry rely heavily on Excel spreadsheets and disparate systems for their accounting, investment management and reporting needs. The ability to upgrade these systems could be the difference between productive and unproductive employees. So how do you know when it’s time to replace your technology?

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How Wealth Management Firms Can Make the Case for Adopting Technology

Even when you are sure a new technology is worth the investment, it can still be challenging to convince other stakeholders and decision makers in your organization. How can you make the case for change?

Let’s walk through an example related to the retrieval of transaction information from a custodial data integration.

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How Can Family Offices Best Use Mobile Technology?

Mobile technology gives family members quick access to the big financial picture; they can easily see positions, allocations and performance from the screen of their phone or tablet. The demand for on-the-go information is driving tech vendors to launch related mobile apps—this is a growth area, expected to carve out a niche for viewing reports and financial information.

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