Meet the Envisionaries: Jon McConnell
The “Meet the Envisionaries” series introduces team members from across the business. Jon ...
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