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Is Your Firm’s Fee BiIs Your Firm’s Fee Billing Process Damaging Your Client Relationships?

By Doug Fritz While controlling the compliance risks associated with client fee billing is crucial, providing the best possible client experience is just as important. For investment managers, that means ensuring the highest levels of accuracy, consistency and transparency across the fee billing process – from fee calculations and invoicing, to client communications and reporting. Invoic...

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Solving Buy-Side Investment Managers’ Corporate Actions Data Challenge

By Todd Sloan For decades, there has been significant interest in automating corporate actions processing across the buy-side community. Meanwhile, the global pandemic’s impact on corporate actions has been significant as firms faced fluctuating timelines and high processing volumes amid cancelled dividends, shifted schedules, postponed mergers and acquisitions, and frequent trading halt...

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SaaS: 5 Key Reasons Why Asset Managers Choose the Cloud

By Paul Chung As investment management firms seek to increase efficiencies while keeping overhead costs low and margins high, cloud architecture and Software-as-a-Service (SaaS) solutions have emerged to purposefully, efficiently and cost-effectively scale up and down with demand to provide the storage and processing power they need on a global scale. According to Accenture estimates, mo...

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Best Practices for Efficient Data Collection and Audit Readiness

By Jennifer McMackin -  Investment managers know the impact of audits and the importance of collecting and maintaining accounting, client and performance data to generate monthly audited statements for their clients. However, many firms leave data collection until year-end or find themselves suddenly responding to ad-hoc requests manually. This can unnecessarily disrupt the normal course...

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