Content Summary
• Principals of RIA firms have a vastly different view of the burden that manual data entry puts on their operations team than the members of the operations team itself.
• Only 6.9% of principals said their firm spends 20 or more hours per month on manual data entry, yet nearly 25% of operations staff said they surpassed that figure.
• While most principals stated that their greatest operational challenge was lack of integration between systems, operations professionals claimed it was manual data entry.
Access this content
Choose an option below
Your content has been opened.
Register to access this content
Verify your email to access this content
Code sent. Enter it in the modal
Your content has been opened.
Why do I need to verify I’m human?
Please verify you are a human before opening this content.
Your content has been opened.
The content will open in a new window. You may need to allow popups for this site.
Check your inbox
The Best of Operational Efficiency: A Collection of Resources for Maximizing Your Firm’s Operations has been emailed to . Entered the wrong email?
Don't see the content in your inbox?
Make sure to check your spam and other messages folders.
Can't get to your email right now?
By accessing content on the Wall Street & Technology Online Buyer's Guide you agree to our Terms of Service and Privacy Policy; and, you acknowledge that your information may be shared with the content publisher.
You might also be interested in
Future Proofing the Front Office
Emerging technologies are reshaping how the buyside front office operates. This white paper explores three (3) disruptive technologies and demonstrates how buyside firms can...
Read More