Unifying portfolio management and trading functions within modern buy-side firms
Available to watch on-demand June 4 2026
Buy-side firms are under increasing pressure to deliver faster results with tighter cost controls and increased levels of transparency across the entire investment life cycle. Yet many firms still rely on fragmented tech stacks where portfolio management, order management, execution and analytics operate in silos.
This live, 45-minute webinar explores how an integrated front- to middle-office platform can help firms streamline workflows, improve execution outcomes and generate deeper investment insights. The session will address the practical realities of moving away from legacy systems. We’ll discuss common migration challenges, change management considerations and how a modern, unified platform can help firms unlock greater operational efficiency.
Key points under discussion:
- How consolidating order management system, execution management system, transaction cost analysis and portfolio management functions within a single platform can improve accuracy, transparency and productivity, while also reducing vendor complexity
- Integrated analytics and generative artificial intelligence-driven data capabilities that support faster decision-making, improved execution strategies and more accurate performance attribution
- Best practices for transitioning away from legacy and proprietary systems, including phased migration, data standardization, stakeholder alignment and parallel testing
- Key considerations firms should be aware of when consolidating platforms, such as unforeseen migration complexities, vendor dependency and change management challenges.
Speakers
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