the complete investment management solution
Having experienced years of successful conversions both in-house and as an external operations partner, here are what I believe to be the critical, foundational issues for ensuring a smooth on-boarding process and laying the ground work for future success when it comes to technology innovation.
Thanks to Archer’s cloud-based operations platform that seamlessly synchronizes operations, our co-sourced solution allows multiple offices to work in lockstep.
People talk about the cloud as a mythical mass of information, hovering in the ether above us. While that is a fair description of consumers’ experience with cloud technology, the ‘mythical mass’ is actually a physical network of servers, data storage infrastructure, and people.
For investment management firms evaluating new providers – or outsourcing for the first time – knowing what questions to ask can help ensure that you find the right partner.
Financial services have long benefited from computer automation, but with many different programs and applications applied in the execution and recording of a single transaction, there remains an army of personnel involved in performing tasks akin to reviewing and shuttling information between them.