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merging
The ties that bind: merging your investment reporting operations
Insights -
Any asset manager that has grown its AuM rapidly will know that its investment reporting processes can come under severe strain during that period. If mergers and acquisitions are added to the melting pot the situation becomes even more complex, often with multiple reporting processes or applications in play in various geographic centers, serving different client types with different expectations in different locations. The outcome can be a high degree of duplicated effort, inefficiencies, and...
