Asset Management Systems Insights

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Think regional, buy global

3rd November 2015

Recently, I have witnessed a trend towards the globalisation of client reporting system procurement, where asset managers select one vendor then utilise that platform in different regions around the world. The purchase of such an enterprise software solution stems from organisations taking a look at their regional needs and seeking to centralise... read more
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Will Aberdeen Asset Management be sold?

2nd November 2015

Company: bobsguide
There were many speculative reports released last week surrounding whether or not investment management company Aberdeen Asset Management will be sold. This is due to increased share price and the emerging market infrastructure being in turmoil recently after events in the Chinese economy. The Telegraph reveals that there may be a sense of... read more
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What to expect when you’re expecting ESMA

24th September 2015

Company: RSRCHXchange
As we eagerly await  the final verdict on unbundling under MiFID II, here is a list of 10 things we can expect for research while we’re expecting ESMA’s much-anticipated release. 1. January 2017 is here to stay The delay of the final text from the original June deadline, was the subject of much attention earlier this summer.... read more
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Why FinTech 2.0 is so different from the dotcom boom (and bust) – a secular shift in the personal investment paradigm

17th September 2015

Company: bobsguide
I was a leading provider of both data content and product design consulting into a range of companies in the dotcom boom years of the late 1990s. I was able to see first-hand how the companies operated, how differentiated their products were and how sustainable their business models were. Today, I work alongside the CEOs of their successors. Their... read more
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The price of success

7th September 2015

It was interesting to read Citisoft’s recent blog concerning the need for fair and equitable prices between investment management firms and software vendors. Steve Young’s description of how an asset management firm executive ‘had pushed the vendor to the lowest point he believed they would get to, and that he thought that they... read more
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Entries now open for FinTech Innovation Awards 2016

17th August 2015

Company: bobsguide
Following the huge success of the 2015 event, we are pleased to announce entries are now open to apply for the FinTech Innovation Awards 2016. This year’s award categories honour the highest achievements in the global FinTech space, and reflect the exciting innovations driving the sector. This year’s categories include: ... read more
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Automated reconciliation reduces asset managers' operational risk

10th August 2015

Asset managers must devote greater attention to operational risks, particularly around reconciliation, so as to reduce the likelihood of losses and satisfy investors and regulators that internal processes are up to institutional standards. A number of managers continue to rely on manual reconciliation processes such as using Excel spread-sheets,... read more
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Robo-advisors to invade UK wealth management space

27th July 2015

Company: bobsguide
According to a new report released by Deloitte, wealth management in the UK is being disrupted by robo-advisors as they attempt to remove assets from businesses in the form of client information and algorithms, so that portfolios can be automated according to how the client recommends. In their report “Robo-Advisors Capitalising on a... read more
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Turning a cost center into a profit center

14th July 2015

Client reporting platforms have for some time now been viewed from a very narrow perspective: a cost center with little or no revenue-generating potential. As a consequence, the price levied by vendors for reporting systems has been driven down and the market has, to an extent, become commoditised. Yet today’s enterprise solutions are able to... read more
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Financial advisor firms need to position themselves to grab a bigger share of growth in the wealth management marketplace?

10th July 2015

Times are good for financial advisors, with older baby boomers closing on retirement, 50-something boomers hitting their final big earning years and younger investors grappling with a slow-growth economy. For most wealth management practices, the big challenge is to stay ahead of competitors and capture a bigger share of the growth by employing the... read more