Security Master Scalability for Institutional and Wealth
BACKGROUND A leading global provider of integrated solutions for institutional asset managers used Markit EDM to provision the security master supporting their multi-client investment management platform. The organization wanted to adopt an approach that would extend the capabilities to also satisfy their wealth management (and banking) security master needs. Both within and outside of Investment Management Services, their clients have growing demands for customization. Meradia was engaged to facilitate and contribute to a series of design workshops with the aim of answering three key questions: Could Markit EDM (and the supporting systems) meet the growing needs of the Investment...
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