March 10 - 12, 2025
JW Marriot Grand Lakes, Orlando
Discover how Linedata enables back-office transformation at UMB Fund Services. Download this free case study today to find out how you can optimize your operations.
Discover how a Global Wealth Manager captures market share and new advisor loyalty with fast, light touch portfolio management tools supported by a high performance OMS and trading engine. Download this free case study today to find out how you can optimize your operations.
In Q4 of 2023, WBR Insights surveyed 200 Directors of Investment Operations and similar across APAC, EMEA, and North America, to find out about the challenges they are facing. The report comprises three sections: looking at (1) how respondents are striking a balance between cost control and gaining a competitive edge, (2) the evolution in operating models, and (3) the technological innovations being brought to the table.