Overview
Asset management industry has been seeing a shift in trend with growing acceptance of lower-cost, index-based products. Additionally, rising costs associated with investment performance and distribution are impacting asset managers’ flows, fees, revenue, and profitability.
In the current scenario, asset management firms need to keep expenses down to help make up for lower fees. At the same time, it becomes even more crucial for them to adopt innovative and cost-effective technology solutions to help portfolio managers and sales teams in generating performance and AUM growth faster and cheaper than ever before
At TO THE NEW, we believe we can be an ideal technology partner for Asset Management companies, with our deep understanding of asset management business and a proven ability to provide innovative and cost-effective modern technology solutions
In the current scenario, asset management firms need to keep expenses down to help make up for lower fees. At the same time, it becomes even more crucial for them to adopt innovative and cost-effective technology solutions to help portfolio managers and sales teams in generating performance and AUM growth faster and cheaper than ever before
At TO THE NEW, we believe we can be an ideal technology partner for Asset Management companies, with our deep understanding of asset management business and a proven ability to provide innovative and cost-effective modern technology solutions
Challenges being faced by Asset Management companies
- Manually intensive client onboarding
- Manual & error-prone cash flows reporting
- Lack of client, accounting and reference data governance
- Infrastructure & Cost
- Custom client reporting
- Inconsistent portfolio analytics within the firm
