Open Platform: Knowing Your Clients Too Well?
PORTFOLIO MANAGEMENT SYSTEMS
As trading margins get thinner, brokers are looking to generate revenue by providing institutional clients with new services that include portfolio valuation, risk assessment and what-if analysis of potential trades. Like the platforms provided by Bloomberg, Reuters and Thomson among others, these brokerage solutions give investment managers access to state-of-the-art technology, while minimizing the cost of added staff and infrastructure.
Unlike those platforms, however, brokers also have an
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