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Bobsguide > Resources > Demystifying Sleeve-Level Reporting: Creating Operational Efficiencies While Satisfying Demand For Accuracy And Transparency

Demystifying Sleeve-Level Reporting: Creating Operational Efficiencies While Satisfying Demand For Accuracy And Transparency

by Meradia | Other

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Can wealth managers achieve scalability in a managed account platform without sacrificing data consistency and deep analytics? Meradia Senior Manager Tina M. Madel, CFA, spoke with Archer, a technology-enabled service provider, to gather their perspective on sleeve-level reporting challenges.

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About Meradia

In pursuit of unparalleled credibility and client service, we are the dominant niche provider of investment operations and technology consulting services.

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