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What features should I look for in an asset management solution?
Asset management solutions help manage and track financial, physical, and digital assets. The visibility provided by these tools simplifies asset management activities and eases the associated decision-making. Before looking for a solution, note all your business’ unique needs, so you can ensure they’re met with the right solution.
Some features to look for may include:
- Asset tracking: Real-time visibility into your entire asset portfolio, without limitations or caps.
- Usability: Users should be able to perform their duties easily with a straightforward UI design that’s mobile-friendly, responsive, and Cloud-based.
- Compatibility: Your solution of choice should be compatible with other software and equipment that your business already uses.
- Scalability: The right solution will be able to scale and grow as your business does.
- Permissions and security: It’s ideal to set up role-based permissions, restricting access to only those who need it, and how and when they need it.
- Customizable fields: You should be able to change the names of fields to accommodate your business’ unique assets.
- Reporting: Creating customizable reports allows you to see the most important data quickly, how and when you choose.
- Technical support: The ability to reach out for support and receive quick, quality service is vital to implementing and using a new solution.
Be sure to test or demo an asset management solution before making a final decision to ensure it has all the features that are most important for your business’ operations.
For asset managers, compliance is more important than ever. And more complex. Whatever the size of your business, our solution can make compliance simple.
An execution management system (EMS) that’s low cost, easy to install and upgrade, and provides instant access to the worldwide Fidessa broker network.
Fast, reliable order management is vital. To achieve it, you need the right technology. Our solution can simplify and automate your workflows and process hundreds of thousands of transactions per day quickly and accurately.
Many asset managers are still relying on post-trade systems that are slow, complex, and prone to errors. Our solution gives you fast, accurate, automated trade processing for all your asset classes including equities, fixed income, and ETDs.
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RegTech Insight Awards Europe 2024
FinTech Global 2024
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TradingTech Insight Awards Europe 2024
RegTech 100 list 2024
WatersTechnology Asia Awards 2023
TradingTech Insight Awards 2023
TradingTech Insight Awards 2023
TradingTech Insight Awards 2023
RegTech Insight Europe Awards 2023
Waters Sell-side Technology Awards 2023
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- 100%Global systemically important banks
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