Wealth manager Gluskin Sheff + Associates has enlisted the help of Broadridge Financial Services to implement the latter’s hosted investment management platform and gain access to order management, compliance and data analytics capabilities. Jeff Moody, president and executive officer at Gluskin Sheff, says working with Broadridge allows the firm to pursue and execute growth opportunities with technology rather than increased headcount. The firm selected Broadridge Financial Services’ solution after ensuring it would provide exceptional service for its client base. Going forward, Gluskin Sheff plans to use Broadridge’s platform to optimise workflows and automation across an increasing set of asset classes.
A-Team Insight Blogs
Related content
WEBINAR
Recorded Webinar: Best practice data management for trading automation
Don’t miss this opportunity to view the recording of this recently held webinar. High quality, consistent and timely data is key to automation of the trading and investment cycle, but while firms are keen to push on with automation, barriers remain. These include sourcing the right data, timely delivery, data quality and ensuring regulatory compliance....
BLOG
Life In The Fast Lane
I’m writing this posting from Montreal, Canada, where I just watched a thrilling Formula 1 grand prix, won by British rookie Lewis Hamilton. An amazing achievement in only his sixth F1 race. So what has F1 got to do with low latency? Well, for one, F1 laps are timed down to the millisecond, just as...
EVENT
TradingTech Summit New York City
The TradingTech Summit is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and explores progress trading firms are making towards digital transformation initiatives and how they are using high performance technologies to gain an edge in the current regulatory environment.
GUIDE
The Trading Regulations Handbook
Need to know all the essentials about the regulations impacting trading infrastructure? Welcome to the first edition of our A-Team Trading Regulations Handbook which provides all the essentials about regulations impacting trading operations, data and technology. A-Team’s Trading Regulations Handbook is a great way to see at-a-glance: All the regulations that are impacting trading technology...