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Creating Branded, Data-Rich Mobile Applications That Differentiate

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… Read more →

Streamlining and Simplifying Portfolio and Compliance Reporting

Investment management firms are among those facing an uphill climb to conform to the regulatory requirements of the Dodd-Frank Wall Street Reform and Consumer Protection Act.  While legislators and lawyers are still busy sorting through the details of the controversial legislation, it is clear that reporting rules will be more stringent, requiring more transparent disclosure… Read more →

Reducing Market Data Expenses – How Custom Applications Can Supplant Market Data Terminals

As investment management firms look to cut costs in today’s highly competitive environment, market data expenditures are an obvious target. One of the largest outlays within this cost center is market data terminals. The advent of market data terminals in the mid-1980s was a huge step forward, combining previously scattered market data into a single… Read more →