Is a best-of-breed reporting system within your reach?


From time to time I find myself in front of a small asset management firm that is considering a best-of-breed investment reporting solution.
Usually the key driver for such firms (with, say, AuM of under £10bn) dipping their toes in the water is that they are beginning to scale up their investment management operations and are becoming increasingly aware of the inefficiencies (and risks) of their long-established inhouse reporting approach. They realise that the manually intensive processes that they recognised but tolerated when their business was small are now threatening to come apart at the seams during the key periods of the monthly or quarterly reporting cycles.


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