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News & Commentary
Content tagged with Asset Management posted in June 2014
Automating the Institutional Investing RFP
Commentary  |  6/26/2014  | 
The slow and mostly manual RFP process in the institutional space adds costs and is inefficient. There has to be a better way.
The Rise of the Retail Trader – a New Era
Commentary  |  6/23/2014  | 
Retail traders are coming back, but their sights are set on more transparent and low risk instruments, which is adding momentum and service demands to previously quiet markets.
MicroApps: Unbundle Your Product Platform
Commentary  |  6/9/2014  | 
Unbundling traditional financial services functionality into Web-based APIs allows companies to extend brand relationships to other platforms.
Cloud Computing Can End CRM Torture for RIAs
Commentary  |  6/6/2014  | 
RIAs have been struggling with CRM systems for decades. Is the best solution a cloud-based one?
Unexpected Client Connection Tool: HD Video Conferencing
News  |  6/6/2014  | 
Video conferencing gives Trust Company of Vermont an edge in customer service and employee collaboration.

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