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Streamline your post-trade SMA process As Separately Managed Account (SMA) assets grow, portfolios diversify into new asset classes and platform relationships increase, operational inefficiencies will increase, elevating market risk and adding a layer of infrastructure costs. When you add in the increased regulatory attention on the price and quality of execution, operational complexities will be magnified as a result of executing a trade off-platform to ensure best execution. How can you effectively manage your growth while streamlining your operations? Contact us for more information + |
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OASYS + Quote: “By leveraging technology and the automation of manual processing, the industry can realize significant cost savings and reduced risk.” Gary Jones, Vice President, Money Management Institute |
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