What the Most Successful Investment Operations Transformations Have in Common

Replacing an investment accounting platform means moving positions, cash, tax lots and years of history while the old system keeps running and many people leading these projects are often doing it for the first time. “You do get some clients who are serial transformation people,” says Diane McLoughlin, Program Director at FundGuard, “but most aren’t.” […] The post What the Most Successful Investment Operations Transformations Have in Common appeared first on FundGuard .