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A 3-Phase Tactical Guide for Switching Investment Management Software

Investment Technology Conversion Playbook

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Switching technology systems can feel overwhelming. After all, your investment management software is central to your firm's operation.

However, when you break the conversion process into manageable steps, implementing new investment technology is much less daunting.

This playbook details step-by-step what you can expect when converting to new investment software. You'll learn how to approach critical tasks like data migration, integrations, trading setup, and user training. Combined with a strong vendor partnership, this knowledge will help you execute a smooth and (mostly) painless system conversion. Fill out the form to access your free copy.

Learn How To:

  • Prepare and migrate historical data
  • Coordinate integrations with third parties 
  • Set up trading counterparties and configurations 
  • Schedule user training
  • Get the most out of your new investment technology

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Fill out the form below to access your free copy.