Challenge: Cobblestone Capital Advisors manages over $1B in assets and has been providing wealth management services for over two decades. As a Partner, Jason Garlock leads the analytical team at the firm. Two years ago, Jason found himself and his team juggling disparate and sometimes redundant software products, including Baseline, Zephyr, Telemet, and Advent Axys to run their investment process. In addition to juggling multiple contracts from different market data providers, members of the team were using different products for company analysis, client reporting, mutual fund research, and real‐time news and quotes. Cobblestone also relied on manual, time‐intensive processes to analyze their returns and report to the investment committee. Click here to read more…
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