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June 5, 2023

Portfolio Management and Client Reporting Design

Overall, the technology landscape of vendors and clearing/custody firms continues to grow, with well over 50 firms in this very crowded market. In the enterprise space, the market is quite consolidated by established legacy participants. On a combined basis, Aite-Novarica Group estimates that legacy providers Morningstar, Pershing, Orion, Envestnet Tamarac, and SS&C have around 50% market...

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Wally Okby

February 14, 2023

Japan Promoting and Regulating ESG

In 2021, I was provided the unique opportunity by the good folks at Refinitiv Financial Solutions to look under the hood of their newly launched sustainable development scores tool. For anyone who is not familiar with it, this product is used by investors and analysts to gauge how well sovereigns align with the U.N.’s sustainable development goals. At the time, I noted that the diligent,...

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Wally Okby

August 31, 2022

New Trends in Wealth Management Core Banking Systems

Wealth management firms rely on their core banking systems to serve their customers across the entire value chain. But antiquated systems are challenging many financial institutions (FIs) in their quest to keep up with their industry’s ever-changing demands, which prioritize speed and flexibility. While FIs of different sizes have varying challenges, at a bare minimum, all wealth management...

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Wally Okby