As a follow-up to one of our hottest and most talked about discussions at the 2018 Ultimus Client Summit, Shawn Waldman shares more insightful knowledge and tips regarding cybersecurity. Over [...]
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 the [...]
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 [...]
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 [...]