Three takeaways from the Retail Alts panel at ICI Innovate
By Tom Wiedecker Earlier this month I had the privilege of participating on a panel discussion...
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
