The investment management industry has evolved significantly in recent years. Investment vehicles are more complex and varied than at any time in the industry's history while increased acceptance and professional use of the Internet has created a highly sophisticated and demanding clientele.
More and more broker dealers and independent financial advisors have been strategically building their fee-based advisory business practice. These registered investment advisor (RIA) firms rely increasingly on automation to not only scale but to better serve their clients.
Investment and securities processing is increasingly outsourced to service and platform providers with the experience, infrastructure, and service level agreements (SLAs) to fulfill their clients' complex and costly front, middle, and back office functions.
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Complex Tax Rules
Invoicing and Statements
Automated Cash Management