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.”
A-Team Insight Blogs
IDS Uses Evare for Custodian Links, Cleaner Data
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