Fenergo’s Post

Is you firm's investor experience beating the competition? During our recent Asset Servicing webinar with Funds Europe, it quickly became apparent that a lack of digital technology solutions and the consequent manual processes are hindering investor onboarding and the client and investor experiences. Sound familiar? ⭐ Download the report and watch the webinar on demand to learn more about our expert panel's challenges and insights! ⭐ Or request a demo to learn more about how Fenergo is already digitalizing and automating KYC and Onboarding processes for our Asset Servicing clients globally!

Delve into the steps involved in reaching and maintaining a state of prime. From leveraging leading-edge technology to nurturing top-tier talent, explore the key strategies that can propel your wealth and asset management firm towards optimal performance. #WealthManagement #AssetManagement

Delve into the steps involved in reaching and maintaining a state of prime. From leveraging leading-edge technology to nurturing top-tier talent, explore the key strategies that can propel your wealth and asset management firm towards optimal performance. #WealthManagement #AssetManagement

Delve into the steps involved in reaching and maintaining a state of prime. From leveraging leading-edge technology to nurturing top-tier talent, explore the key strategies that can propel your wealth and asset management firm towards optimal performance. #WealthManagement #AssetManagement

Bite Investments launches a disruptive wealth management feature for alternative asset managers to tap into the growing wealth management channel without using an intermediary TechnologiesNews Bite Go To https://lnkd.in/dEuJjfTk

To really leverage the benefit of data - you've first got to normalize and consolidate it! That can be difficult for many in the #venturecapital , #privateequity and broader Private Capital space, with so many apps / databases / spreadsheets. It's truly 'Dis-integrated'. That's why we, at Asset Class created the Fund Operating System (Fund OS). This article neatly summarizes how we think of this challenge, and more importantly, how we help you overcome it. Learn more about how we can help at : https://lnkd.in/ewrsEKc

Learn about our new financial institutions bond for asset managers.

The Fundpath Value Exchange is based on the concept of sharing information for better outcomes.    Accurate information on what you’re actively researching, and what you really don’t want to hear about, leads to a material improvement in the relevance of communications from asset managers.   Insight is beautiful. #assetmanagement #wealthmanagement

An estimated $84.4 trillion in assets will be transferred by 2045. 💸 Your wealth and asset management firm can stay prepared for the change with a client journey map. https://lnkd.in/g64WZNfb #WealthManagement #AssetManagement

Assetlink unites asset managers, financial advisors, and accredited Investors.  In this video, we speak to the three incredible values you receive when you onboard on the Assetlink platform.  Want to learn more? Visit assetlink.ai