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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 Company 

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.

View the full case study to get the whole story including results, detailed solution process, and how we helped our client achieve  success.

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