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Winslow Capital Group, LLC is the leading independent consulting firm for banks seeking to determine the right business model and method of execution regarding the different forms of open architecture including, SMA, UMA, Overlay, and UMH. WCG provides independent counsel and institutional consulting to assist banks make the right decisions on open architecture environments as well as avoid the costly mistakes of implementing a poor decision. We provide customized research so that banks can find answers to questions about open architecture and understand the implications on related topics including, acquisition and integration of affiliated business lines; streamlining systems of record; use of bank and brokerage custody; internal and external reporting; adoption; Turn-Key-Asset-Management-Platforms (TAMP); and Point Solution Models.
Cut through the sales hype and find solutions. Contact Us
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