Insights

Video – Mitigating the risk of your client reporting implementation

There are a number of perils for any vendor going into a client reporting project on behalf of an asset management firm. One such problem area is what some in the industry call ‘data interfacing’ – handling data from external sources such as benchmark data vendors, third party administrators, other vendor systems (e.g. risk or performance applications) or various inhouse systems. There are three key reasons why this issue of interfacing with data sources is so important to asset managers…. watch the video below for the full story.

 

 

Abbey Shasore, CEO, Factbook

@FactbookCompany

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