Data Management

Cyber Security Fundamentals: What Advisers Should Know

Due to a very well-received Cyber Security panel conversation held at a recent Ultimus client event in Cincinnati, Secure Cyber Defense CEO Shawn Waldman and Melvin Van Cleave, Vice [...]

By Melvin Van Cleave| 2019-10-29T10:54:35-04:00 October 29, 2019|Cyber Security, Data Management, Industry, Security Awareness, Threat Protection|

Robots in Fund Administration, Really.

An analysis of robotic technology benefits in fund administration for Investment Advisers - which also begs the question - is your service provider employing robots to stay ahead of [...]

By Jason Stevens| 2019-10-28T11:46:31-04:00 June 26, 2018|Data Management|

THE THREE T’S OF MIDDLE OFFICE DATA

When outsourcing your middle office services it’s important that your provider can seamlessly interact and communicate with your data to guide it where it needs to go. But in a [...]

By Jason Stephens| 2019-07-18T17:24:36-04:00 July 11, 2017|Data Management, Middle Office|

IS THERE A BETTER SOLUTION FOR HANDLING ADVISER TRADE OPERATIONS?

Trade processing can often be a manual and risk-fraught process that advisers take on themselves. While at one time that decision may have been reasonable, today there are opportunities for [...]

By John McNamee| 2019-07-12T16:42:35-04:00 June 13, 2017|Data Management, Middle Office|