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Creating greater efficiencies is more important than ever as investors and regulators place greater demands on investment managers and advisors. Secure investor portals, capital fundraising, tax season processes, and backend data integration have become front and center for those seeking to maintain investor confidence. This session explores the latest investment management capabilities that are necessary to meet evolving investor reporting requirements.
 By realcomm
By realcomm5
11 ratings
Creating greater efficiencies is more important than ever as investors and regulators place greater demands on investment managers and advisors. Secure investor portals, capital fundraising, tax season processes, and backend data integration have become front and center for those seeking to maintain investor confidence. This session explores the latest investment management capabilities that are necessary to meet evolving investor reporting requirements.