Content tagged with Asset Management posted in June 2014
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Automating the Institutional Investing RFP
The slow and mostly manual RFP process in the institutional space adds costs and is inefficient. There has to be a better way.
The Rise of the Retail Trader – a New Era
Retail traders are coming back, but their sights are set on more transparent and low risk instruments, which is adding momentum and service demands to previously quiet markets.
MicroApps: Unbundle Your Product Platform
Unbundling traditional financial services functionality into Web-based APIs allows companies to extend brand relationships to other platforms.
Cloud Computing Can End CRM Torture for RIAs
RIAs have been struggling with CRM systems for decades. Is the best solution a cloud-based one?
Unexpected Client Connection Tool: HD Video Conferencing
Video conferencing gives Trust Company of Vermont an edge in customer service and employee collaboration.
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Exclusive: Inside the GETCO Execution Services Trading Floor
Advanced Trading takes you on an exclusive tour of the New York trading floor of GETCO Execution Services, the solutions arm of GETCO.
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