{"id":8719,"date":"2025-10-20T11:53:15","date_gmt":"2025-10-20T19:53:15","guid":{"rendered":"https:\/\/www.indataipm.com\/?p=8719"},"modified":"2025-10-27T11:34:02","modified_gmt":"2025-10-27T19:34:02","slug":"technologies-in-asset-management-every-new-manager-needs","status":"publish","type":"post","link":"https:\/\/www.indataipm.com\/technologies-in-asset-management-every-new-manager-needs\/","title":{"rendered":"Technologies in Asset Management Every New Manager Needs"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Asset managers have complex positions within the financial sector. Complicated workflows, compliance obligations, and achieving higher performance all require the right tools<\/span><span style=\"font-weight: 400;\">. Asset management technology<\/span><span style=\"font-weight: 400;\"> has the ability to support all these things, creating efficiency and the ability to be more data-driven and competitive.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When investing in the ideal <\/span><span style=\"font-weight: 400;\">asset management technology solutions<\/span><span style=\"font-weight: 400;\">, investment managers have many options with varying degrees of functionality and flexibility. So, what do firms need to achieve these benefits?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this post, <\/span><span style=\"font-weight: 400;\">explore what <\/span><span style=\"font-weight: 400;\">technologies and functionality are must-haves and what the future of <\/span><span style=\"font-weight: 400;\">asset management platform technologies<\/span> <span style=\"font-weight: 400;\">will bring.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">The Value of <\/span><span style=\"font-weight: 400;\">Asset Management Technologies<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Like any industry, investment firms are on a quest for digital transformation, <\/span><span style=\"font-weight: 400;\">which requires adopting<\/span><span style=\"font-weight: 400;\"> technology to deliver on goals. It\u2019s also been an area where organizations have been spending more.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In 2024, the industry\u2019s costs rose to<\/span><a href=\"https:\/\/www.mckinsey.com\/industries\/financial-services\/our-insights\/asset-management-2025-the-great-convergence\"> <span style=\"font-weight: 400;\">$167 billion<\/span><\/a><span style=\"font-weight: 400;\">, with every cost category growing. The largest was for technology, up 9%. The investment supports modernization and the adoption of <\/span><span style=\"font-weight: 400;\">new technology in asset management<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, what do firms get for this investment?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The value and benefits of successful technology and software implementation include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Optimized systems that accelerate workflows related to portfolio management and investment decision-making<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Streamlined processes for the entire trading life cycle<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Better, faster insights for more effective data analytics<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Strengthened security over data for more effective compliance<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Scalability that supports growth in terms of portfolio volume and AUM<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improved operational efficiency<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">These desired outcomes and expectations also align with industry trends.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Asset Management Technology<\/span><span style=\"font-weight: 400;\"> Trends<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">As firms look for <\/span><span style=\"font-weight: 400;\">asset management technology<\/span><span style=\"font-weight: 400;\"> innovations, several trends are impacting how they design their technology infrastructure.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Spending is up, but firms want to save money through consolidation: <\/span><span style=\"font-weight: 400;\">As noted, costs for technology have risen<\/span><span style=\"font-weight: 400;\">. Some of this is unavoidable, as things can\u2019t <\/span><span style=\"font-weight: 400;\">stay at the <\/span><span style=\"font-weight: 400;\">same price forever. However, firms are reconsidering their framework and seeking consolidated platforms that integrate and streamline investment management.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Data analytics and insights are a high priority: There\u2019s so much data that asset management companies create and collect. Making it actionable is a crucial pillar for having effective business intelligence to help with decision-making. Today\u2019s tech stack must provide integrated data management and analytics, and also leverage AI.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automation begets efficiency and productivity: The third trend is the ability to automate tasks and activities that are currently manual. Businesses want to deploy automation throughout workflows to reduce the strain on staff, which boosts efficiency and productivity. Further, it eliminates human error that can occur in manual operations.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Technology complexity drives the need for expert help: Another trend of note is that the responsibilities of in-house IT are compounding. Managing big data and robust technology requires a lot of time and expertise. However, it\u2019s not a core competency, and many firms rely on partners that provide <\/span><a href=\"https:\/\/www.indataipm.com\/back-office-managed-services\/\"><span style=\"font-weight: 400;\">back-office managed services<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\">What Managers Need in <\/span><span style=\"font-weight: 400;\">Asset Management Technology Solutions<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">With the value, benefits, and trends defined, it\u2019s time to focus on the specific software tools that will power firms now and in the future.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Trade Order Management Systems and Execution Management Software<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The primary system managers need is an integrated <\/span><a href=\"https:\/\/www.indataipm.com\/trade-order-management\/\"><span style=\"font-weight: 400;\">trade order management platform<\/span><\/a><span style=\"font-weight: 400;\">. It combines a trade order management system (OMS) and an execution management system (EMS), which can be sourced from separate providers or a single vendor. With this technology, investment management firms have full trade order management functionality and a host of other features, including:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Order and execution management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automated trade creation capabilities\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pre-trade compliance<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Advanced trading blotter capabilities, including analytics<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automation of complex, multifaceted workflows, ideally for multiple asset classes<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Access to alternative trading venues (ATS) and liquidity platforms<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">In one system, users have a wealth of functionality that saves time, improves performance, and optimizes the trading process, creating alpha.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Portfolio Management Software<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Managers should also consider <\/span><a href=\"https:\/\/www.indataipm.com\/portfolio-management-software\/\"><span style=\"font-weight: 400;\">portfolio management software<\/span><\/a><span style=\"font-weight: 400;\"> a must-have. Such a solution should ideally combine portfolio management with CRM functionality, especially for separately managed accounts. Users can then have a holistic understanding of portfolio information, including analytics, contact details, and related data.\u00a0 Portfolio Management systems provide a host of features, including:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Portfolio modeling and rebalancing on an automated basis across asset classes<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">IBOR (Investment Book of Record) for viewing portfolio holdings in real-time, as well as historically<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Real-time, pre-trade, and post-trade compliance capabilities<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Performance analytics and portfolio analysis, including attribution<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Robust reporting capabilities<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">In evaluating options, focus on how the system uses and makes data available. Firms will derive value from <\/span><span style=\"font-weight: 400;\">asset management technologies<\/span> <span style=\"font-weight: 400;\">that <\/span><span style=\"font-weight: 400;\">offer<\/span><span style=\"font-weight: 400;\"> real-time data, customizable dashboards, analytics, and automation. Look for a system that integrates front-middle-back office operations and is flexible and customizable.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This software should also provide a client portal so they can gain access to their accounts. With this, clients have complete transparency and can conveniently view information.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">BI Reporting<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The third essential piece of technology and functionality in the asset management stack is <\/span><a href=\"https:\/\/www.indataipm.com\/bi-reporting\/\"><span style=\"font-weight: 400;\">business intelligence (BI) reporting<\/span><\/a><span style=\"font-weight: 400;\">. Most BI reporting in firms is currently manually driven and difficult to scale. The sheer amount of data coming from many sources complicates the situation. However, organizations can use AI-enabled BI reporting to aggregate information from many places, internal and external, to create BI reports.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Look for a platform that does this with ease and doesn\u2019t require special programming or IT assistance. It\u2019s essentially an automation engine that turns data into insights.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For each of these platforms, asset managers should consider cloud hosting and, ideally, cloud-native software solutions. These systems can work together more seamlessly in the cloud. Cloud hosting is secure, reliable, scalable, and cost-effective. \u00a0 Cloud-based software is an essential pillar of the modern tech stack of any asset manager.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">What\u2019s the Future of <\/span><span style=\"font-weight: 400;\">Asset Management Technology<\/span><span style=\"font-weight: 400;\">?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Complete<\/span> <a href=\"https:\/\/www.indataipm.com\/investment-management-software\/\"><span style=\"font-weight: 400;\">investment management software<\/span><\/a><span style=\"font-weight: 400;\"> capabilities on a front-to-back office basis are currently impressive. <\/span><span style=\"font-weight: 400;\">There\u2019s<\/span><span style=\"font-weight: 400;\"> more on the horizon. With INDATA, each solution <\/span><span style=\"font-weight: 400;\">is already <\/span><span style=\"font-weight: 400;\">leveraging AI and machine learning in innovative ways. INDATA will continue to hone these features, focusing on data quality and usability. Machine learning algorithms will also continue to improve as more data feeds into modeling and analytics.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Automation will become more advanced, too. Currently, automated tasks are primarily rules-based and repeatable. Fusing AI into this enables further opportunities for smarter automation, which can augment human intelligence.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The future investment firms want from technology is how it can differentiate them. A study found that <\/span><a href=\"https:\/\/www.accenture.com\/us-en\/insights\/capital-markets\/future-asset-management\"><span style=\"font-weight: 400;\">95% of executives<\/span><\/a><span style=\"font-weight: 400;\"> are focusing on this outcome. They are also prioritizing enriched personalization for clients, which technology enables with data analytics. A dedication to client-centricity is more attainable when there are systems and data to sustain it.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Further cloud adoption is on the horizon, and many organizations prefer a <\/span><span style=\"font-weight: 400;\">private cloud model over a public one. <\/span><span style=\"font-weight: 400;\">Asset management technology<\/span> <span style=\"font-weight: 400;\">providers will make cloud solutions more accessible to simplify upkeep. There are substantial cost savings with <\/span><span style=\"font-weight: 400;\">the <\/span><span style=\"font-weight: 400;\">cloud versus on-premise solutions, as firms won\u2019t be responsible for the underlying IT infrastructure.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Start Your Technology Modernization and Optimization Journey With INDATA<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The future of asset management is here, and technology is its foundation. For firms to get and stay ahead, managers need an integrated, innovative asset management platform. INDATA provides managers and all users with empowering software that creates efficiencies, actionable insights, and improved data management.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Learn more about the possibilities by <\/span><a href=\"https:\/\/www.indataipm.com\/request-a-demo\/\"><span style=\"font-weight: 400;\">requesting a demo with the INDATA team<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">FAQs<\/span><\/h2>\n<h3><span style=\"font-weight: 400;\">Why is adopting <\/span><span style=\"font-weight: 400;\">asset management technology<\/span><span style=\"font-weight: 400;\"> crucial for new managers?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Using technology supports asset managers in their daily tasks to be productive and efficient. The tools enable users to deliver on the goals of the firm in terms of efficiency and performance. Becoming adept at using <\/span><span style=\"font-weight: 400;\">new technology in asset management<\/span><span style=\"font-weight: 400;\"> helps them be more competitive and insightful, boosting their skills and effectiveness.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">How do Portfolio Management Systems (PMS) benefit asset managers?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">PMS provides lots of benefits, including the ability to remodel and rebalance portfolios across asset classes, view holdings in real-time, receive compliance support, access performance analytics, and view a variety of reports.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">What are the advantages of using cloud-based platforms in asset management?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Firms can gain many advantages from using cloud-based asset management technology. First, it reduces infrastructure costs, as companies no longer need on-premise equipment and servers. Second, it frees up internal IT resources to focus on more strategic work. Third, the cloud has layers of security to protect against cyber-attacks. Fourth, it enables the ability to scale on demand without reliability concerns.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">How can Client Relationship Management (CRM) systems improve client interactions?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A CRM system can contain all interactions and notes from a client. With this information, the software can trigger communications based on actions. Having a single source of truth about customers ensures consistency in service and the ability to personalize interactions.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">What factors should new managers consider when selecting <\/span><span style=\"font-weight: 400;\">asset management technology<\/span><span style=\"font-weight: 400;\">?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Many criteria come into play when evaluating options for <\/span><span style=\"font-weight: 400;\">asset management platform technologies<\/span><span style=\"font-weight: 400;\">. Firms should start by defining their goals with technology and the features that are most beneficial as a foundation for assessment. They should also consider the software\u2019s attributes\u2014is it SaaS-based, secure, reliable, compliant, customizable, AI-infused, and can it integrate with existing systems? Other considerations include the support available for the provider, costs, and implementation frameworks.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Asset managers have complex positions within the financial sector. Complicated workflows, compliance obligations, and achieving higher performance all require the right tools. Asset management technology has the ability to support [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":8720,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"image","meta":{"_acf_changed":false,"_stc_notifier_status":"sent","_stc_notifier_sent_time":"2024-04-03 12:00:02","_stc_notifier_request":false,"_stc_notifier_prevent":false,"_stc_subscriber_keywords":"","_stc_subscriber_search_areas":"","content-type":"","footnotes":""},"categories":[177,176,100,38,41],"tags":[],"class_list":["post-8719","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-ai-investment-management","category-back-office-managed-services","category-blog-articles","category-data-management","category-technology","post_format-post-format-image"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Technologies in Asset Management Every New Manager Needs<\/title>\n<meta name=\"description\" content=\"Discover the must-have asset management technology tools for new managers. 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Learn how modern software solutions can enhance efficiency, compliance, and scalability.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.indataipm.com\/technologies-in-asset-management-every-new-manager-needs\/\" \/>\n<meta property=\"og:site_name\" content=\"INDATA\" \/>\n<meta property=\"article:published_time\" content=\"2025-10-20T19:53:15+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-27T19:34:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2024\/04\/shutterstock_1936758778.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"667\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"David Csiki\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@indataipm\" \/>\n<meta name=\"twitter:site\" content=\"@indataipm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"David Csiki\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.indataipm.com\/technologies-in-asset-management-every-new-manager-needs\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.indataipm.com\/technologies-in-asset-management-every-new-manager-needs\/\"},\"author\":{\"name\":\"David Csiki\",\"@id\":\"https:\/\/www.indataipm.com\/#\/schema\/person\/31ac2144f306e999a05ada27d5434beb\"},\"headline\":\"Technologies in Asset Management Every New Manager Needs\",\"datePublished\":\"2025-10-20T19:53:15+00:00\",\"dateModified\":\"2025-10-27T19:34:02+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.indataipm.com\/technologies-in-asset-management-every-new-manager-needs\/\"},\"wordCount\":1522,\"publisher\":{\"@id\":\"https:\/\/www.indataipm.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.indataipm.com\/technologies-in-asset-management-every-new-manager-needs\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2024\/04\/shutterstock_1936758778.jpg\",\"articleSection\":[\"AI Investment Management\",\"Back Office Managed Services\",\"Blog Articles\",\"Data Management\",\"Technology\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.indataipm.com\/technologies-in-asset-management-every-new-manager-needs\/\",\"url\":\"https:\/\/www.indataipm.com\/technologies-in-asset-management-every-new-manager-needs\/\",\"name\":\"Technologies in Asset Management Every New Manager Needs\",\"isPartOf\":{\"@id\":\"https:\/\/www.indataipm.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.indataipm.com\/technologies-in-asset-management-every-new-manager-needs\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.indataipm.com\/technologies-in-asset-management-every-new-manager-needs\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2024\/04\/shutterstock_1936758778.jpg\",\"datePublished\":\"2025-10-20T19:53:15+00:00\",\"dateModified\":\"2025-10-27T19:34:02+00:00\",\"description\":\"Discover the must-have asset management technology tools for new managers. 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