New CRM platform for Fort Washington

Fort Washington Investment Advisors, the money management and primary investment arm of The Western and Southern Life Insurance Company with more than $27 billion under management, has implemented the SatuitCRM platform. According to Satuit, the hosted CRM application, designed specifically for investment advisors, has been helping Fort Washington to improve its client services, enhance sales, streamline marketing, and consolidate client information and reporting processes. Prior to the

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A rough race begins: Industry faces uphill transition to T+1 settlement

With T+1 compliance set to begin next May, firms will likely be burdened by reduced IT budgets, existing legacy systems and manual processes over the next 15 months. So, while faster settlement will help innovate the middle and back office, some argue industry needs a longer timeline.

Build versus buy: How to evaluate your software

For as long as the investment management industry has used software, there has been a debate about whether asset managers should build or buy their tools. Jonas Svallin, global head of quantitative research and product development at FactSet, argues that…

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