Asset Dedication, LLC was founded with an innovative notion: that liability-driven investment portfolios common in the institutional world could be engineered for individuals according to their specific income needs. In order to bridge the gap and create a low-cost solution, the emerging firm would need to leverage business technology that would both minimize operational and risk management costs. Join Asset Dedication president Brent Burns to learn how Asset Dedication created a virtual back office to support their business by leveraging both Microsoft technologies and Laserfiche ECM.
Speaker: Brent Burns, President, Asset Dedication LLC
Topics: Microsoft Dynamics CRM, Microsoft SharePoint Web Portal, Tamarac Advisor 9 PMS, .NET integration, mobile technology, virtual back office