Consultants Urge Managers to Think Long-Term with Tax Windfall Plans

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    Great article in FundFire suggesting that investment managers should think about making “significant investments in technology.” Specifically, embracing new forms of active management, redefining the client experience, and more emphasis on data and analytics.   At INDATA, we could not agree more. There truly is a digital transformation in play within our industry. The technological tools that are emerging will create a multiplier effect for the managers who invest in them, creating both differentiation and competitive advantages for the technologically adept money management firm. The article continues to discuss the importance of data, specifically having centralized accurate and clean data, in order to be able to benefit from technology developments such as machine learning and AI. Our iPM Epic solution does this and prepares the way for our clients.

    Read the article here.