Independent fund and investment manager WCM Investment Management uses Gresham’s Managed Services to aggregate data from more than 55 custodians and support key parts of its reconciliation process.
WCM’s move to managed services played a crucial role in scaling the business as it grew from $3 billion to $107 billion in AUM in less than 10 years – without the need to add operations staff. Not only has this strategy reduced WCM’s reconciliation time by 60%, but its efficiencies are also constantly improving.
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