Fund managers today are often dealing with inconsistent adviser directed fund flow reports from multiple platforms. This makes it difficult and time-consuming to consume the data and lead to inaccurate investor targeting and missed sales opportunities.
Join our Wrap Reporting made easy webinar on 14 April to find out how our Wrap Reporting solution can give you more time to analyse adviser activity data and work with your advisers to optimise fund sales. See how it helps you stay ahead and strengthen your comprehensiveness in an increasingly challenging market.
Product Manager, Calastone
Anthony is a Product Manager at Calastone and has been with the company for seven years working in a number of different areas within technology. Anthony is responsible for guiding the success and setting the strategy and roadmap for the Calastone Money Market Service and the Reporting & Dividends products.