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Connections 2013 UMA Processing

Connections 2013 UMA Processing. 2013 Global Wealth & Capital Markets User Conference May 22 – 24, 2013. Instructor’s Biography. Brad Smith. Senior Analyst | GWCM Portfolio Management Services. Brad leads a number of training sessions and client

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Connections 2013 UMA Processing

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  1. Connections 2013UMA Processing 2013 Global Wealth & Capital Markets User Conference May 22 – 24, 2013

  2. Instructor’s Biography Brad Smith Senior Analyst | GWCM Portfolio Management Services • Brad leads a number of training sessions and client • product demos and is experienced in all aspects of • Wealth360. As a key member of the Portfolio • Management Services team, he is a subject matter expert • on all Front Office modules, from implementation through • portfolio creation, modeling, trading, performance and statements. • Brad joined CGI in 2008 as a Business Analyst and has over 15 years of experience using Wealth360 products. Prior to joining CGI, he has 10 years experience using the solution as a client, where he was involved in testing new functionality, development of training manuals as well as training new members.

  3. Ice Breaker Here’s something to do while we’re waiting to get started. Each of the 9 items below is a separate puzzle. How many can you figure out? • ___________________ • ___________________ • ___________________ • ___________________ • ___________________ • ___________________ • ___________________ • ___________________ • ___________________

  4. Agenda – UMA Processing

  5. Our commitment to youWe approach every engagement with one objective in mind: to help clients succeed

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