|
|
|
Winslow Capital Group, LLC is the leading independent consultant for banks, investment advisers, and broker-dealers seeking to determine the right business model and method of execution regarding open architecture including, SMA, UMA, Overlay, and UMH. WCG provides independent counsel and institutional consulting to make the right decisions on open architecture environments as well as avoid the costly mistakes of implementing a poor choice. We design customized solutions regarding open architecture and can help an institutional client understand implications on related topics including, vendor selection; 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
|
|
