How to Fix The Issue of Data Immobility in Portfolio Systems

Taking time out of his attendance at the Communify Intelligence Experience, Jeff Harvey, Executive Director, Operations, Deep Blue Investment Advisors, spoke with FinextraTV about the key wealth management hindrances. Harvey points to legacy tech advancing more slowly than investor needs, with investors requiring a central point of storage for all of their assets in their portfolio - from fixed, invested and deposited. This holistic overview is a real challenge for existing systems, and Harvey b...