TreeTop Asset Management recently completed the implementation of Objectway's The Treetop Online solution, a digital onboarding platform for investments and portfolio performance, available to investors in real time on any device.
Part of a digital strategy aimed at breaking the hegemony of the established banks in the wealth management space, TreeTop offers an example of how a coherent digital strategy wrapped around a sophisticated investment platform can disrupt the market.
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James talks about his trip to Chicago and some of the interesting topics that came up (including a look at disaster recovery demands). Then Anthony and James touch on ISDA's initial margin rules, with Phase 3 going live next year.Subscribe to Weekly Wrap emails