About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

IDS Uses Evare for Custodian Links, Cleaner Data

Subscribe to our newsletter

To provide higher quality and cleaner data within its hosted portfolio management solution, Integrated Decision Systems (IDS) has chosen Evare to provide custodian interfaces, allowing it to “eliminate the paper and manual data entry,” says Lisa Williams, director of product management, Global Investment Manager at IDS. Evare provides links with global financial institutions for acquiring, transforming and delivering detailed account and transaction information, which IDS plans to use for the daily reconciliation and portfolio management activities of its IDS On-Demand service. Says Williams, “(Investment) advisors can report on customer assets all in one place, no matter where the assets are custodied.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Unlocking Transparency in Private Markets: Data-Driven Strategies in Asset Management

As asset managers continue to increase their allocations in private assets, the demand for greater transparency, risk oversight, and operational efficiency is growing rapidly. Managing private markets data presents its own set of unique challenges due to a lack of transparency, disparate sources and lack of standardization. Without reliable access, your firm may face inefficiencies,...

BLOG

Why your Technology Spend isn’t Delivering the Productivity you Expected

By Gareth Evans, Chief Product Officer, FINBOURNE. An uncomfortable truth: technology spend in asset management has surged 8.9% annually over the past five years across North America and Europe. But productivity? Flat. Cost as a share of assets under management (AUM)? No improvement. Operational expenses in other functions? Despite the promises that technology would create...

EVENT

AI in Capital Markets Summit London

Now in its 2nd year, the AI in Capital Markets Summit returns with a focus on the practicalities of onboarding AI enterprise wide for business value creation. Whilst AI offers huge potential to revolutionise capital markets operations many are struggling to move beyond pilot phase to generate substantial value from AI.

GUIDE

The Reference Data Utility Handbook

The potential of a reference data utility model has been discussed for many years, and while early implementations failed to gain traction, the model has now come of age as financial institutions look for new data management models that can solve the challenges of operational cost reduction, improved data quality and regulatory compliance. The multi-tenanted...