Todd Battaglia, President and CEO of Meg Green & Associates, discusses what it takes to run a successful investment management firm and why Navatar is a critical component of his framework. Highlights include:
Leave no client behind: Know which client hasn’t been touched or contacted.
Create efficiency across the firm: See all relevant information in one view.
Track critical information: Record activities of every single manager.
Manage compliance: Track compliance at the client level and the investment management level.