How Cloud Technology Drives Efficiency and Growth for Investment Managers
Cloud-native investment management systems unlock a range of benefits for firms to improve margins and reduce risks.
Where people, processes, & technology converge
Explore our insights, research, events, and news on the world of fixed income and technology.
Fixed Income Solutions for Breakaways Entering the RIA Space by PFI Advisors
In a feature article on InvestmentNews.com, PFI Advisors CEO Matt Sonnen refutes the notion that independent advisors can’t support the sophisticated investment solutions available to wirehouse…
July 2, 2019
5 Questions to Ask When Choosing a Vendor
There are more vendors than ever vying for your attention and business. Ask these questions to find out if vendor can meet your needs.
June 5, 2019
The Evolution of Portfolio Optimization
Cutting edge portfolio optimization tools available today, among them IMTC, take optimization one step further. Find out how IMTC is evolving with the ever-changing portfolio management landscape.
October 29, 2018
The Importance of Communicating Investment Performance to Your Clients
As a financial advisor, investors pay you for your professional perspective, analysis, and recommendations on securities. What you are selling is a service – expertise in investment decision making…
September 18, 2018
Best Practices for Best Execution
Best execution is an investor protection, obligating investment managers to exercise reasonable care when executing a trade in order to obtain the most advantageous terms for the client.
September 18, 2018