A strong accounting technology solution that combines investment flexibility and data integration will benefit the fiduciary industry at a time when the wealth management landscape is changing.
That’s how Michael J. Dixon, Director of Organizational Development for Pohl Consulting and Training Inc., described the Cheetah and AssetMark collaboration in a recent article on LinkedIn.
Dixon wrote that the global talent crunch has resulted in a crossover between the fiduciary and investment worlds, “with an increased emphasis on managing trust assets with the efficiency and data-driven scalability of a Registered Investment Advisory.”
Trust Departments choosing this solution, will have access to products and strategies, including separately managed accounts, and will be able to more easily tailor portfolios to satisfy high-net-worth clients but most importantly all of this will come with a full integration to their Trust Accounting Platform.
