Cutting through the chaos of managing product universes

For many wealth and asset managers, managing investment product universes can be a time-consuming, error-prone process. The administrative burden is high and often handled manually through spreadsheets or interfaces. Most wealth management institutions work with a range of fund providers and insurance platforms. Manually managing these takes time and increases the risk of human error. Disjointed data uploads, fee typos, and information mismanagement are common issues in traditional product universes. Download this article to learn more about these challenges, how they occur, and how the...