Client projects to select Portfolio Monitoring technology are always engaging and rewarding.

On the vendor side, we see significant variation in functionality around data ingestion, workflow management, on-platform analytics, report creation, strategic initiative tracking, ESG, valuation and more.

The challenge we therefore face is two-fold:

Helping clients to understand what is possible
Defining and aligning requirements with a crowded and dynamic product ecosystem where areas of differentiation are driven more by ethos than competence

We say this a lot, but Portfolio Monitoring is truly an area where the ‘best’ platform is the one which aligns most closely with individual client requirements and mindset.

Our latest Special Report, produced in collaboration with Untap, is designed to help firms understand the sector, including key selection considerations and areas of differentiation between products. It also contains a Product Brief examining Untap’s approach to portfolio monitoring and value creation alongside our verdict on this platform.

Download your copy here.