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How I Use Clearwater: Asset Preservation Advisors
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How I Use Clearwater: Asset Preservation Advisors

How I Use Clearwater: Asset Preservation Advisors

 Export to Your Calendar 12/3/2019
When: December 3, 2019
2:00 PM ET
Where: Zoom Webinar
United States
Contact: Jennifer Litchfield

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In 2016, Asset Preservation Advisors (APA) knew it needed a reconciliation and reporting solution that would grow with the firm. Detailed report customization, accurate and timely data reconciliation, and system accessibility were important criteria. Since partnering with Clearwater, APA has been able to simplify and scale its daily investment data-related processes, enabling increased AUM and operational efficiencies across the firm.

 

Join us to hear directly from a fellow member of The Exchange Network as we walk through APA’s process in choosing a new system, what it was like to implement Clearwater, and the value APA’s team has found from reconciliation, reporting, and client servicing.

 

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