Sheryl Rowling’s Post

🔴 LIVE on May 16th, you don’t want to miss it! 🚀 Come hear about Hyper-Personalized Index Solutions at Scale 📲 Register now for our webinar: https://lnkd.in/dwuiKuEe Learn how Syntax and Smartleaf Asset Management are transforming hyper-personalized index solutions. Join industry leaders Jonathan Chandler, CFA Chandler, COO of Syntax, and Jerry Michael, President and Founder of Smartleaf AM. Don’t miss out on mastering customized, tax-efficient solutions for today’s financial landscape. #Webinar #Finance #Personalization #DirectIndexing

Our new Equity Plan Solutions case study is now available! Discover how EQ’s onboarding and Equity Plan Solutions teams migrated a client's data onto our enhanced Equity Plan Solutions platform, EquiTrax™, in record time. Click here: https://ow.ly/IGQi50S8vWQ

❗Are your fund factsheets meeting modern investor expectations? In today's digital age, clients demand more than just numbers – they crave sophisticated, mobile-friendly and visually captivating documents. Our latest article, "Legacy vs. Modern: Meeting Rising Client Expectations in Fund Factsheet Production", delves into the pressures firms face in delivering high-quality updates and maintaining professional branding. Discover how leveraging specialised solutions can bridge the gap without overwhelming your resources, boosting investor confidence and maintaining a competitive edge. ➡️ Read the full article here: https://hubs.ly/Q02YbS4k0 #FundFactsheets #FactsheetProduction #InvestmentInsights #AssetManagement #ESGIntegration #FEfundinfo #OperationalEfficiency

📣 Direct Compass launches in #MorningstarOffice! We are excited to share that #DirectCompass is now a part of Morningstar Office! This addition enhances our practice and #PortfolioManagement suite, allowing users to streamline their workflow with Direct Compass's innovative research features and AI-powered digital research assistant, Mo. Discover how Direct Compass in Morningstar Office can help to transform your business today: http://spr.ly/6046dEVpu. #MorningstarWealth #FinancialAnalytics #InvestmentTools #TrustedResearch #ArtificialIntelligence

On this episode of InDaloop we sat down with Andrew Meister, Senior Equity Research Analyst at Thrivent Asset Management, as he discusses the evolution of financial software and stresses the importance of accuracy in the industry. Learn about the transition from Lotus to Excel, the key features that made Excel the preferred tool, the significance of precise financial data, and the value of time-saving tools for analysts and portfolio managers. Tune in for insights that can revolutionize your approach to financial data and analysis! Click here to listen to the entire episode: https://hubs.ly/Q02DgZdC0 #Indaloop #FinancialSoftware #Accuracy #Insights

In today's fast-paced market, producing timely and accurate fund factsheets is essential for maintaining investor trust. Yet, many asset managers struggle with integrating multiple systems, which leads to data inconsistencies. Learn more about the challenges of data integration, the cost of disconnected systems, and how streamlining data management can be a game changer. ➡️ Read the full article to learn how FE fundinfo’s solution can revolutionise your factsheet production process: https://hubs.ly/Q02LGZ3p0 #FundFactsheets #FactsheetProduction #InvestmentInsights #AssetManagement #FEfundinfo #OperationalEfficiency

We have exciting news for financial advisers using Desktop Broker to manage their clients' portfolios. By having Desktop Broker trades automatically populated in Sharesight, advisers can now effortlessly track their clients’ investment performance, benefitting from Sharesight’s intraday price and performance data, plus automatic dividend tracking. Read more about the integration and experience on our blog: https://lnkd.in/geicBKZY

Clockwork Universe Features: Metrics 📈 Our Metrics feature is designed to optimize your investment activities and provide comprehensive insights. Learn how our platform facilitates: 💼Portfolio Tracking and Comparison 🎯 Goal Tracking 📊 Custom and System-Generated Metrics 📁 Data Exportability Explore the full benefits and use cases here: https://bit.ly/3AeYcxN

Unlock the full potential of your client portfolios with the Sharesight and Desktop Broker integration. We are thrilled to announce Sharesight now automatically populates trades from Desktop Broker, making client performance tracking effortless with comprehensive performance reporting for our advisers. Learn more about this new integration and benefits here: https://lnkd.in/geicBKZY #integration #insight #data #adviser #finance #investing #trading

📢 How do we help our clients with factsheet production? In our latest case study, we delve into how our valued client Wesleyan, a financial service provider with nearly two centuries of financial expertise, revolutionised their cumbersome factsheet production process through the implementation of FE fundinfo’s automated solution. By simplifying and streamlining, they achieved: 🔹operational efficiencies 🔹data accuracy 🔹30x faster production ➡️ Learn more about their success story and how you can optimise your fund factsheet production process too: https://hubs.ly/Q02W7scy0 #FundFactsheets #FactsheetProduction #InvestmentInsights #AssetManagement #ESGIntegration #FEfundinfo #OperationalEfficiency#Wesleyan