• Sheryl Rowling

    Another alternative to using a full TAMP solution, with its bps structure, is using back office service providers. Total Rebalance Expert offers automated rebalancing (tRx), portfolio management (tPx) and client portals (tPortal) along with full back office services through TRX Office. The services can include downloads, reconciliations, reporting, billing, rebalancing, tax loss harvesting and cash management.

  • http://www.premiumprivatewealth.com.au/ Premium wealth management

    Brightbridge is manager of — or principal advisor to — private equity funds covering Asia, Latin America, Europe, Africa, and the Islamic countries that span the globe from North Africa through the Middle East and into Asia. These funds represent aggregate capital commitments of nearly $6.0 billion and several are the largest of their kind in their particular region.

  • Craig Iskowitz

    Joe is absolutely right. A recent report from Celent identified a number of market trends that are driving platform consolidation in the managed solutions space. You can read my article that breaks down three of these trends here: http://bit.ly/WMToday-PlatCon1