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How to Navigate a Data Portal Maze

A talk by Mike Beck, CFP®, CIPM, CAIA, Dan Gulko, Phil Lynch and Paul Sinthunont
Glenmede, HSBC Asset Management, SimCorp and Aite Group

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About this talk

Reporting teams are now required to provide conventional and unconventional data to satisfy the reporting needs of their clients. The challenge is to get the right data, ensure the accuracy, and then secure it while easing client access to it. Along the way, financial services firms have many decisions to make, starting with sorting out how to enable customized external client reporting while also considering remaining with a standardized approach. In both cases, there have to be controls upon the data so that it remains secure and not misinterpreted. Cloud-based and other technologies supported by advanced networking can facilitate portal access to data. But firms must develop strategies to stay in control of it.

This webinar will focus on pathways through the maze of portal access to data:

  • Where are firms as far as creating portals for internal and external clients? Or are they still relying upon email distribution?
  • What are some effective strategies for building an internal portal?
  • Will firms have to support internal and external ports? Can one port serve both constituencies?
  • Is the push for external portal access coming from institutional or retail clients? Or a combination thereof?
  • What kinds of controls upon client access to data for customized reports are proving to be effective?
  • How should firms handle the training clients on the use of an external portal?
  • What is the best way to validate golden copy of data to be used for reporting purposes?
  • Are there less costly options for supporting external client reporting?
  • What should be included in the selection process for finding the right platform and framework that would support standardized and customized reporting?
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