For firms that desire continuity across all their teams, the multi-function single-vendor solution is a reasonable choice for the benefit of reporting alone. This level of centralization helps prevent discrepancies in data,...
2 min read
Fund Allocator's Solution Series: Multi-function Single-vendor
Jun 24, 2020 12:54:15 PM
2 min read
Fund Allocator's Solution Series: Multi-vendor
Jun 8, 2020 6:55:38 PM
One of the most widely used solutions capable of catering to an array of individual specialties is a combined patchwork of disparate tools and services for each functional need. While this approach seemingly allows allocation...
3 min read
Fund Allocator's Solution Series: Custom-built
May 18, 2020 12:04:24 PM
While there are trillions of dollars in the finance world managed on spreadsheets, there are a select few who choose to take on the task of creating their own custom-built software solution for portfolio management.
The reasons...
2 min read
Fund Allocator's Solution Series: Spreadsheets
Apr 27, 2020 10:50:52 AM
Spreadsheet software such as Excel may be the de facto system for financial institution's portfolio management, but should they be? With increasing staff, volumes of data, assets, and client responsibilities, spreadsheets quickly...