As part of Clear Path Analysis' Fund Technology Data and Operations - North America Report, Katherine Pearce and Matt Ahlstrand participate in a roundtable debate on Asset Management trends and key factors to consider when evaluating enterprise software.
Points of Discussion:
Platform decision making revolves around the firm’s philosophy, structure and culture
Firms must understand their future when making a decision
SS&C advises firms to look at functions with the most value relative to cost
There is an industry focus on the effectiveness of the front office and on leveraging a comprehensive front-to-back-office suite
Having the flexibility to outsource some of the operational aspects of the business is a trend that’s not slowing down