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Investment Technology Integration: The Why & How

Rob Keller, CFA, Executive Managing Director, Product Management and Development, sheds light on what's behind the drive for technology integration, what challenges exist in the marketplace, and solutions our clients are seeking out. 

Key points include:

  • The drive to consolidate the desktop
  • Limitations of standard protocols (FIX, SWIFT) for managing the investment lifecycle
  • The relationship between compliance and the trading desk
  • Challenges of legacy systems
  • Synchronizing reference data
  • The upshot of integrating execution and order management

Download the PDF for the full article, or follow the link to see the full issue of Global Trading, Q1 2016

Building a Global Firm - PDF
Read the full article on Global Trading