Investment Technology Blog

You've just gotten a call from one of your most important clients. She's in town unexpectedly and wants to meet with you this afternoon to review her investments. What do you do? If you're like many investment advisors, you scramble. You cancel other client appointments and calls. You put off  other work. You call in support staff, and together you go on a treasure hunt, looking for information in a half-dozen Excel spreadsheets and PowerPoint presentations, pulling data from the firm's automated systems, then writing commentary and cobbling it all together into a report that looks...well, cobbled together.