Investment Management Client Reporting
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Today’s investors have the freedom to switch investment ...
Today’s investors have the freedom to switch investment
managers with relative ease, causing intense competition for
their business and increasing the cost of attracting new clients.
As a result, investment houses are keenly focused on retaining
and growing existing accounts, causing them to reevaluate and
improve the online information services they deliver to their
At the same time, companies must improve the productivity of
their investment advisors by giving them the online tools and
data they need to serve more clients more effectively. Read more about Actuate Solutions for Investment Management and Client Reporting
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