Articles by Mash Patel

The New Wave of Asset Management

By Mash Patel on September 12, 2017
New-Wave-of-AMs

We’ve been told a lot of things about millennials in the recent past. How they’re lazy. How they’re not lazy. How they are killing certain industries. And how they don’t have any money. There is a…

Wealth managers beware: digital client servicing is no longer an option

By Mash Patel on July 12, 2017
digital client servicing

The wealth management industry is at a cross roads. Increasingly high costs of client servicing, a lack of successful investment in technology and changing demands from clients are all combining to reap havoc on the industry….

A Digital Outlook for 2017 and Beyond

By Mash Patel on January 4, 2017
digital-outlook

By most measures, it was a pretty normal day in the City of London. The date was 18th November 2016 and for most people in the asset management industry, it was business as usual. Whilst the…

MiFID II Level 2: Sales, Distribution & Marketing…are you miffed?

By Mash Patel on October 3, 2016
MiFID-II Level 2

Firstly, I’d like to start with a disclosure: This blog is not about the legal interpretation of MiFID or an analysis of the detailed prose of the directive and associated legislation. If you do want to…

Digital Factsheets – The Future has Arrived

By Mash Patel on June 15, 2016
fund factsheets montage

The FundForum conference, this year held in the more austere setting of Berlin, always seems to infuse some much needed energy into our industry and provide executives with their annual opportunity to reflect on the challenges…

Blockchain can change financial services forever, if given the chance

By Mash Patel on May 3, 2016
blockchain financial services

Recently, our chief executive – Mash Patel – put pen to paper for TechCityNews to talk about the emergence of blockchain and what it could do for the financial services world. Supported by PwC, Barclays, KPMG,…

Why We Stand by Cloud Adoption and Our Unified Data Model

By Mash Patel on July 13, 2015
cloud-computing-unfied-data-model

We @kurtosys are passionate about our tagline, “Beautiful Software”. We’re proud of the significant technological innovations we have made over the last few years that lie beneath this tagline and equally as proud as seeing the fruition…

Asset Management: A Perfect Storm Brewing

By Mash Patel on June 22, 2015
perfect-storm-asset-management

Asset management is the industry vertical that covers all things “investing.” From the smallest independent “mom and pop” advisors through to the largest, global asset managers, such as Blackrock and SSGA. In between is a whole…

10 Ways to Make WordPress a Powerful Platform for Asset Managers

By Mash Patel on May 7, 2015
wordpress-kurtosys

In previous blogs, we have talked about why we at @Kurtosys have chosen WordPress as our “content manager” for housing our suite of widgets, tools, APIs and data/content engines. WordPress is a flexible and user-friendly container for…

Are Fund Marketers Being Transparent Enough Over Fees?

By Mash Patel on March 27, 2015

With index or passive funds touting their low expense ratios, it’s brought a lot of attention in the investor world around the issue of funds fees and their impact on net fund performance.  We’ve recently been…

20 Top Fund Websites Ranked

By Mash Patel on February 23, 2015
ranking fund data tools

Well-designed fund websites, in both the functional and aesthetic capacities, are empowering for both the fund company and the end user. It’s easily an asset manager’s best sales and marketing tool, working around the clock, 24/7….

Bank-Grade Enterprise WordPress: A Strategic Offering Whose Time Has Come

By Mash Patel on December 4, 2014
wordpress-kurtosys

A week does not go past at Kurtosys where customers and prospects ask us, “What Content Management System (CMS) do you recommend?” or rather “Do you build websites as part of your platform?” Often times these…