How to distribute portfolio analysis and enhance your client service

The investment industry is facing more and more pressure to improve transparency and share information. With increasing amounts of regulation coming into force, all designed to protect the end investor, negotiating the red tape and finding the right balance of what you share and with whom you should share it can be quite a challenge. Watch the video for an in-depth look at client communication and the financial sector from Dushyant Shahrawat, Senior Research Director, Capital Markets, CEB TowerGroup and a demo of StatPro Revolution’s enhanced user management and portfolio sharing functionality.

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