Published by DigitalRoute
Financial institutions including banks, brokerages, and fund managers hold increasingly diverse global investment portfolios. This complexity presents a huge challenge for the industry’s traditionally manual and siloed accounting operations.
Accounting departments and global portfolio managers rely on investment accounting and reporting platforms that can process the information from thousands of daily investment values and transactions, and provide precise financial reporting and analysis. These platforms need to efficiently and rapidly gather accurate data from across multiple entities, asset types, currencies, and geographies neatly packaged together in an intuitive and easy-to-use software.
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