How to Build an Effective Compliance Program?
FollowFollow From small boutiques to global giants, all financial management firms utilize third-party services to perform vital functions. Be it data providers like Bloomberg or risk control modules from lone independents, these outside vendors have become a seamless...
How Workflow Increases Hedge Fund Productivity?
FollowFollow Asset management firms across the industry are scrambling to maintain business continuity during the current crisis. While disaster recovery plans are critical and required, they cannot anticipate every potential business threat. Even three months ago, no...
Maintain Regular Workflows When Working Remotely
FollowFollow As we continue to adjust to self-isolating and reduced in-person work environments, many firms are exploring new ways of maintaining regular workflows while working remotely. Financial organizations, in particular, do not have the ability to simply close...
Finance Firms Need to Skip Spreadsheets
FollowFollow ItΓÇÖs no secret that asset management firms use spreadsheets and email as tracking tools. Up to 75% of businesses use Excel for operations management and a surprising 70% use email for managing, archiving, and processing critical digital data. Most large...