Portfolio Oversight, Golden Insights: Drilling Down on Oversight to Discover Big Data Trends

December 22nd, 2015

In a rapidly changing wealth management landscape, more portfolios, managers, and regulations increase the importance of optimizing performance, providing due diligence and retaining clients. 

 

In this white paper, you’ll find: 

  • Portfolio monitoring is a demanding task
  • Automating the process has key benefits
  • ExecView meets that need
  • Opportunities of early adoption

 

http://firstrate.com/wp-content/uploads/2015/12/Portfolio-Oversight-Golden-Insights..pdf