5 Ways Funds are Using Salesforce.com to Improve Their Operational Infrastructure

Salesforce.com does more than just manage the sales process. Many of FinServ’s clients are evaluating Salesforce as a key pillar of their Front, Middle and Back office operations. Salesforce is a robust, configurable platform capable of handling your fund’s operational infrastructure needs at a fraction of the price and ramp up time of traditional offerings.Here… Read More

Top 5 Tips for a Portfolio Management System Implementation

As hedge fund technologies grow in depth and breadth, fund managers continue to search for the best technologies to support the structure of their firm.  A Portfolio Management System (“PMS”) is a valuable tool that managers are implementing in increasing numbers—with automated features and complex capabilities, it takes care of middle-office functions so managers can focus… Read More