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An Investment Allocator’s Guide to Portfolio Management Solutions

2020 Edition

GET THE E-BOOK
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An in-depth analysis of the options to consider when evaluating new technology and service providers.

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    Advantages and Disadvantages
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    Implementation Time
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    Expected Costs
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    Charted Comparisons
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    And More…
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Learn more about the available solutions

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    Spreadsheet Software
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    Custom-built Software
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    Multi-vendor Software
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    Multi-function Vendor Software
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    Single-vendor Technology Enabled Service
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Understand the solution comparisons

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    Software Costs
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    IT Costs
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    Data Management Costs
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    Service Costs
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    Total Cost of Ownership
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Struggling to stay afloat in a sea of data? Not sure how to assess the latest technology in an ever-evolving investment environment?

Learn about the options available to help you successfully manage your portfolios and create the right allocation strategy.