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
You can listen to the recording of this webinar by registering on this page. How can ‘digitalising’ client onboarding help to speed up data processing and improve customer experience? How can you leverage digital capabilities to improve your Know Your Customer (KYC) and Anti-Money Laundering (AML) workflows, processes and checks? The task is not easy...
By Phil Davies, CTO of Milestone Group. The pace of digital transformation in asset management has been referred to as glacial. However, this new decade comes at an inflection point – over the past couple of years, the discussion has picked up considerably with firms finally embracing the digital ecosystem. People have built up both confidence...
Data Management Summit USA Virtual will explore how sell side and buy side financial institutions are navigating the global crisis and adapting their data strategies to manage in today’s new normal environment.
The time for talking is over. The time for action is now. A bit melodramatic, perhaps, but given last month’s official launch of the global legal entity identifier (LEI) standard, practitioners are rolling up their sleeves and getting on with figuring out how to incorporate the new identifier into their customer and entity data infrastructures....