Tuesday, May 23, 2023

2023 Portfolio Management and Reporting Systems Trends 


Clients, please log in to view the full on-demand recording of the webinar. If you’re not a client and you’re interested in viewing the on-demand recording of the webinar, please click here.

During this webinar, Datos Insights Strategic Advisor Wally Okby shares the latest findings on trends in the vendor marketplace for portfolio management and reporting systems in the U.S. wealth management industry and delves into the key issues that are pertinent to both the buy-side and vendors in this competitive space.

This webinar provides valuable insights and analysis on how wealth managers and vendors can better manage each other’s expectations and guidance for the buy-side on pricing, services, integration, and functionality, and other crucial aspects of portfolio management and reporting systems. Additionally, recommendations were offered for vendors trying to make inroads into this noisy, highly regulated, random, and rather unpredictable market. You will learn about the strategies that have proven successful in the past and the ones that are most likely to work in the future.