Managing a wide range of investment products is key for financial institutions in today’s global market.
Efficient tracking of mutual funds and model portfolios enhances investor decisions, but manual processes can lead to delays and errors.
Kidbrooke's unified analytics platform, KidbrookeONE, streamlines the management, versioning, and monitoring of your investment product universe. It provides quick insights, minimizes manual work and key person risk, and ensures accurate, up-to-date data across all your systems.
See how a leading Swedish insurance broker, partnered with us to streamline their mutual fund and model portfolio management, boosting sales and operational efficiency.
Ready to transform your investment product management?
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