A lot of data sits in multiple sources (i.e. Custodians, Managers, Brokers, your incumbent portfolio booking systems (PMS), accounting systems, client relationship management systems (CRM), order management systems (OMS), financial planning systems (FP) & etc.
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Data can be in non-electronic format e.g PDF
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We care about data security
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Implementation support
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Need for Customized Reporting
You have complex and customized report requirements, and you require support for creating these
Document archiving
You find it difficult to store, tag, sort, find, share your documents
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We’re always here to help.
United States
263 Tresser Blvd Floor 9, Stamford, CT 06901 United States
