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New Growth for Established Investment Firms

For institutional and boutique asset managers, the retail channel can be an attractive source of revenue diversification and AUM growth.


Polen Capital Converts All Accounts to Archer

“We believe that Archer offers us a best-in-class solution that supports our entire book of business,” noted Stan Moss, CEO of Polen. “Having a single operating platform helps position us for continued growth across all distribution channels.”

Not all IBORS are Created Equal

One of the biggest challenges facing institutional managers today is merging the front and back office into one investment-centric machine, capable of providing real-time investment information across the entire trade and investment account lifecycle.