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Separately Managed Account Selection - Case Study
Enhancing the Advisor and Client Experience
Portfolio Management System (PMS) Solutions for an Investment Management CompanyÂ
Situation
An investment management company start up needed to select a Separately Managed Account (SMA) platform for the USA market. They required a platform that could support multiple managers, portfolio management, a back office, along with client and advisor facing functionality.
Solution
Resolute produced a high-level business model along with the key business requirements needed from a Portfolio Management System (PMS) solution.
The search and analysis process produced a short list of candidates itemizing licensing costs, customization sizing estimates and level of fit with the business model of the firm. Resolute made a system recommendation that was then customized to the client’s needs. Testing and implementation followed.
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