By Chris Steele, Managing Director of Software Services

When using outsourced IT services, it’s vital that financial firms have visibility into their managed services, ensuring they have complete transparency and control over their firm’s technology platform. This is why our Abacus Client Portal plays a key role in the service we deliver to our clients, providing them with access to a whole suite of compliance-focused tools, including important documents, reports and interfaces.

Our Charlotte-based software development team works closely with clients, seeking their input and feedback, to continuously enhance the features we provide within the Portal. Over the last several months, our software team has released several key new features that I know clients are eager to start using.