Despite the proliferation of market data platforms and custom internal applications that have been designed to replicate or replace Microsoft Excel over the years, Excel remains arguably the most widely-used mission-critical application for financial services industry professionals. (more…)
In today’s environment of shrinking margins, it’s incumbent on wealth management firms and RIAs to ensure that they’re optimizing the value they receive across all vendor relationships. Market data expenditures, which represent a substantial slice of ongoing operating expenses for advisors, are no exception. (more…)
Over the last 5 years, more than a million mobile apps have been developed. (Source: NY Times). Mobile apps can be grouped into two categories. The first category consists of mobile apps created for the consumer market. The second category is custom mobile apps developed for enterprises. Enterprises create mobile apps to support their particular business needs and to create a competitive advantage. Enterprise mobile apps tend to be more complex to build, as the goal is to make PC-oriented applications work on mobile devices. (more…)
It’s no secret that we’re now living in an increasingly connected world, one where mobile devices are transforming the way that businesses communicate with customers and prospective customers alike. Investment management firms looking to market their fund offerings and engage retail investors are no exception. Today’s increasingly savvy retail investors, armed with the latest smartphones … (more…)
