Digital Factsheets the future ? Why this is the wrong question to ask.
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
iPlus 3: A logical solution architecture for the digital age of investment management
The digital transformation of Asset Management is a step change, not a linear refinement of the old ways.
So, what is the right question to ask ? First, let's try to identify the goals and opportunities digital transformation offers.
The empowerment of investment advisors and sales teams with mobile platforms that enable them to:
- Access discrete components of information about funds and client investments presented in bespoke form according to the needs of individual clients and prospects.
- Access the associated formal product and fund documentation via the same mobile platform in the knowledge that the underlying data will always be consistent with that presented as discrete components in bespoke form.
The transformation of the behaviors and preferences of individuals accessing digital channels, such as websites and social media, into data that can be used to:
- Provide accurate and up to date intelligence on the investment products and services that are attracting most interest from customers and potential customers.
- Better targeting of products and services to market segments.
And .. all the above in a regulatory compliant and timely manner.
So, how best to achieve this ?
Firstly, to think in terms of content, not delivery container. A Digital Factsheet is just one of many possible containers of content.
What is content ?
Content is not just another word for data and information, it is a more sophisticated concept:
Content = data + context
Context prescribes how data and information is to be presented. For example, if, when and how it is to be presented in individual documents, individual channels and individual jurisdictions.
In simple terms:
- Data is the what of communications
- Context is the when, where, and how
So, the real question to ask is "How can I create, organise and distribute my content to enable digital transformation ?". In answering this question, you allow the goals and opportunities of digital transformation to be achieved.
We at integrate are confident that we have answered this fundamental question with the logical solution architecture of iPlus 3. A platform already delivering digital enablement to a top 5 asset manager.
iPlus 3: The Logical Solution Architecture for Future Client Reporting Needs