Joot Blog

Stay up to date with perspectives, news, and updates pertaining to investment management technology, legal, compliance, and more.

Michelle Morgan

Recent Posts

An Insider View on How to Evaluate Software Providers

Oct 26, 2018 10:30:00 AM / by Michelle Morgan posted in CCO Tech, CCO Technology, Technology, SaaS

by Michelle Morgan, Director at Titan Technology Group

Over the course of my 25+ years in the finance industry, I have interviewed many software providers. More recently I’ve been on the other side of the table while marketing Titan, a back-office/fund administration platform. As technology overhauls are not something that people undertake daily (because who wants to switch software that often!), my experiences may be of value to those of you who may be about to tackle such a project. This article is meant to help those considering adoption of a large new or replacement software product, such as entire front, middle, or back office technology. There are many different topics I could cover, but I’ve narrowed it down to the following:

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GDPR in a Nutshell and the Titan Platform*

Sep 21, 2018 8:30:07 AM / by Michelle Morgan posted in EU, GDPR, Investment Advisers, Investment Managers, Privacy, Service Providers, Compliance, Compliance Technology, EU Regulations

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Introduction to the Titan Platform – The New Kid on the Block

Sep 7, 2018 9:15:40 AM / by Michelle Morgan posted in Investment Advisers, Service Providers, Compliance, Guest Author, Michelle Morgan, Private Funds, Technology

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