Finantrix Insights

 Articles, opinions, trusted advice on how to ideate, start, grow and operate a small business


Customer-centric digitalization of wealth management


Customer-centric digitalization of wealth management: The impetus for the digitalization of wealth management is rooted in the rising expectations of the customers and the onset of the Fintech revolution.  Of course, other macro trends such as a rise in global wealth, the burdensome regulatory frameworks, the massive shift toward passive [...]

Asset Management Portfolio Accounting Systems


Maintaining a good record of all transactions at a portfolio/fund level as well as at an individual level is a core function, and hence implementing one of the robust asset management portfolio accounting systems is a paramount consideration. Within asset management firms, portfolio accounting and reconciliation, a back-office function with [...]

Financial Advisor Workstations for the Digital Age


How do you define and design the Financial Advisor Workstations for the Digital Age?  It is not an easy task to balance compliance needs, the exponential growth in social media and digital technologies, and the need to not overwhelm a financial advisor/registered representative and make the interactions easy to manage. [...]