Streamline Investor Reporting with CRA: Heritage Investors Management
Streamlining Investor Reporting with CRA: A Case Study on Heritage Investors Management Corporation As a wealth management firm, Heritage Investors Management Corporation has been providing professional, personalized investment management to meet individual portfolio objectives. In order to manage the complexity of each client portfolio, they opted to utilize reporting software. Manage Investor Reporting with Satuit’s […]
Carderock Capital Management and Client Systems Integration
Client Systems Integration: A Case Study on Carderock Capital Management Carderock Capital Management, a registered investment management firm, recently found the need to move their legacy CRM and report packaging products from separate vendors to a singular integrated approach. This case study delves into an approach to client systems integration. How to Integrate A Legacy […]
