Envision Financial Systems’ 2022 Big-Think Mini Survey finds alignment of firms’ priorities & efforts across five tech trends
AI, seamless connectivity most relevant to securities processing & back-office operations ...
Software & Services
Investor Recordkeeping System
Business Process Management
Investor & Rep Digital Interfaces
RTQ-Asset Allocation Modeling
Trade & Bank Reconciliation System
APIs
Investor Correspondence
Automated Suitability Module
Positive Consent Transfer System
Fund Data Management Services
Omnibus Trade Reconciliation Services