• Democratizing the Rate of Return: Real-time Portfolio Performance and Risk Reports for All Investors

    To retain their "trusted" status, financial professionals must provide investors with complete information—or risk losing them. Demonstrate your value to clients by providing a personalized rate of return. Current studies show that as trust between an investor and financial professional...
  • The Myths of GIPS®: Money-Weighted Returns for Client Performance Reporting

    When measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The time-weighted Global Investment Performance Standards (GIPS) are often viewed as an industry best practice. As a result, GIPS are often applied to all business models. However,...
  • Enterprise-Wide Data Consolidation

    In the past decade, the financial services industry has undergone a major transformation, with the industry continuing to consolidate and competition intensifying. Simultaneously, the shift from transaction-based to fee-based business models is accelerating and the role of regulatory agencies is...
  • Unified Managed Households: Wealth Management Technologies Turn the Promise of UMH into Reality

    Enterprise wealth reporting technologies are turning the concept of a Unified Managed Household into reality, enabling financial advisors to transform into true wealth managers by providing access to a holistic view of their clients’ assets. This capability enables them to proactively manage...
  • Broker-Dealer Sales Practices Oversight: The Secrets Of Their Success

    Based on research derived from extensive personal interviews and in-depth surveys with 70+ broker-dealer executives, you'll gain insights into the: Strategic and tactical "hot spots" that the regulators are emphasizing Positive impacts of uniform compliance requirements for all...