Advent Software: Operations outsourcing and investment reporting ...

Investment advisors are under constant pressure to retain assets and sustain profitability in the current market. With clients expecting proactive solutions, fast response and timely, detailed and accurate reports, firms need to focus on delivering a first-rate service. Yet the technology needed can be costly and firms need the time and expertise to properly manage back office operations, portfolio accounting and reporting systems in-house.

In the wake of market turbulence unlike any seen in a generation, investment advisors are under enormous pressure to retain assets and sustain profitability.

Rebuilding client trust and containing costs are the two most important goals a firm must meet if it hopes to stay viable as the market recovers.

The challenge is that those two goals are often at odds. Clients expect proactive solutions, fast response, and timely, detailed reports of irreproachable accuracy.

Yet the technology needed to deliver first-rate service can be costly. And there?s the question of having the time and expertise required to properly manage a portfolio accounting and reporting system in house.

The White Paper by Advent Software: Operations Outsourcing and Investment Reporting addresses these issues and explains when it makes sense and what trade-offs are involved.

This white paper includes:

? The Challenge: Controlling Costs Without Compromising Service

? Outsourcing Goes Mainstream

? Understanding Outsourcing Options

? Why Outsource? A Question of Time and Money

? Defining Reporting Requirements ?
Client Service and Reporting
Performance Reporting
Regulatory Reporting

? The Top 10 Indicators for Outsourcing

? Outsourcing Pros and Cons -
Advantages
Disadvantages

? Finding the Right Provider: Your Outsourcing Checklist

? Outsourcing for Today?s Challenges
and Beyond

This entry was posted on Wednesday, February 8th, 2012 at 5:05 pm and is filed under Business. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

Source: http://worldwide-nubians.org/advent-software-operations-outsourcing-and-investment-reporting

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