Publications

Research and Report 11 Mar 2025 2 minutes read

Blockchain: the transformative answer to handling alternatives?

The Future of Alternative Investments: Can Blockchain Bridge the Gap Between Legacy Systems and Digital Transformation?

Research and Report 06 Jan 2025 2 minutes read

From Participants to Clients: Mastering Conversion Efficiency in the Workplace Wealth Industry

Workplace wealth solutions are rapidly emerging as a primary channel for acquiring new assets within the wealth management industry, projected to grow from $10.39 billion in 2023 to approximately $17.98 billion by 2033.

Research and Report 03 Jan 2025 1 minute read

Gen AI for Investment Management Research

Unlocking the potential of Gen AI to empower research analysts with advanced tools for deeper insights, streamlined analysis, and enhanced alpha generation.

Article 09 Jul 2024 10 minutes read

The Future of Managed Solutions

Considerations for a Next-Gen Model.

Article 11 Dec 2023 5 minutes read

Financial Planning: 2023 Landscape

The financial planning landscape is experiencing pivotal transformations, responding to the ever-growing demands placed on advisors, wealth management firms, and software providers.

Article 01 Dec 2022 8 minutes read

Alternative Investment: the road ahead

We examine the road ahead for Managers, Fund Administrators and Broker-Dealers as well as industry challenges and potential operational improvements