WealthTech Today

Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark


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The post Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark appeared first on and was written by Craig Iskowitz.

“Now, you and I both remember the cost basis legislation, that was a while ago. Since then, at least there is a source of good accurate cost basis information. But to this day, we see situations where firms have layered on a portfolio management or rebalancing or trading system on top of a core system […]

The post Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark appeared first on and was written by Craig Iskowitz.

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WealthTech TodayBy Craig Iskowitz

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