Investor recordkeeping that's flexible, open and versatile.

By Kelly Lynch This post is a brief reflection from the winter-spring conference season for operations professionals:    ‘Alts’ means something different, depending on where you sit in the support system.   Portfolio managers think about alts based on what a fund is investing in—like real estate or private companies. Broker-dealers and other distributors might think about […]

By Kelly Lynch Last week Ignites reported on an industry survey conducted by  Broadridge. The article’s title perfectly captures the key idea: “‘Old Pipes’ Can’t Support New Demands, Leaving Shops in a Lurch.” From the article: “Some 41% of the 500 financial services technology and operations leaders surveyed said their tech strategies aren't evolving quickly […]

By Tom Wiedecker Earlier this month I had the privilege of participating on a panel discussion at the ICI Innovate conference. Titled “A Comprehensive View of Retail Alternative Investments,” the session brought together Tara Blackburn of Hamilton Lane, Michael Anderson of iCapital, and Mike Huisman of UMB Fund Services, and me. Here, I’d like to […]