The importance of financial investment planning may be snagging many of the headlines across the media landscape, but the role of portfolio management in an investment professional’s value proposition is just as important as ever. In fact, the increased need for personalized portfolio management has achieved an even greater level of importance.

With efficient and personalized portfolio management, investment professionals can provide a confident answer. But all too often, they may be confident in their ability to construct a solid portfolio – but not in their ability to execute their investment decisions. From the first step of trade construction through the nuances of working a trade with a specific broker, investment professionals have a lot of responsibility on their hands during the trade life cycle.

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In this ebook, you’ll learn how technology can help unlock portfolio performance and efficiency in the four key areas of the trading life cycle:

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Chapter 1:

Trade Creation

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Chapter 2:

Trade Order Management


Chapter 3:

Trade Allocation


Chapter 4:

Post-Trade Processing