How to communicate investment portfolio decision-making in a cost-effective and auditable manner?
These functions are typically separate: one team has responsibility for numeric decision-making and fund-switching; the next visual presentation; and, the third, client handling. Some are automated, others manual, and errors frequent. Either way, integration is minimal and the process take time.
Our SAAS pipeline transforms your data flow in this way:
What used to take weeks can now be completed in minutes.
Quattro allows asset managers to expand their current business model: the largest ongoing per-client expense has been virtually extinguished. With this operational constraint removed and the backing of Quattro you can now confidently:
Drop me an email if you are interested and we’ll set up with a demo.