Portfolio Management and Reporting Systems Trends 2023 | Aite-Novarica Group | 23 May 2023 | Webinar
Venue
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| Event Date | Tue May 23 EDT (over 1 year ago) |
| Location | Webinar |
| Region | All |
Details
Join us for an exciting webinar as the presenter shares the latest findings on trends in the vendor marketplace for portfolio management and reporting systems in the U.S. wealth management industry and delves into the key issues that are pertinent to both the buy-side and vendors in this competitive space.
This webinar will also provide valuable insights and analysis on how wealth managers and vendors can better manage each other's expectations and guidance for the buy-side on pricing, services, integration, and functionality, and other crucial aspects of portfolio management and reporting systems.
Additionally, recommendations will be offered for vendors trying to make inroads into this noisy, highly regulated, random, and rather unpredictable market. You will learn about the strategies that have proven successful in the past and the ones that are most likely to work in the future.
Speakers
2023 Speakers
Wally Okby
Strategic Advisor, Aite-Novarica’s Wealth Management