As experts in computer science applied to finance and portfolio management, we daily support wealth managers, family offices and financial companies in the deployment of their portfolio management software. Our experience confers us an objective and hands-on view of their needs.
Based on our observations and market feedback, our team therefore wrote our latest whitepaper about « Portfolio Management Software: un outil de gouvernance »(in French only). The first chapter concerns the evaluation of needs which is a preliminary and essential step to ensure a successful deployment of the solution.
To request a free electronic copy of this first part, please click here.