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Trustees have a core fiduciary duty to act in the best interests of their beneficiaries. In order to do so, they must gain an understanding of their long-term goals and aspirations. This is particularly important when it comes to investable assets.
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The role of a trustee is a complex one, and as the world grows increasingly digital, managing assets and ensuring the proper administration of trusts can be an arduous task. In the face of fierce industry competition, trustees are looking for ways to reduce their operating costs and increase their margins. One way for trustees to get ahead is with interoperable data. In this blog, we will delve into the concept of interoperable data, its benefits, and why it is essential for trustees to harness the full power of their data.
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Technology is vital for trustees looking to thrive in the modern world. Automating data management processes and autonomous investment monitoring doesn’t just help to save resources, it also gives trustees the opportunity to focus on delivering a better overall client experience, to enable business growth.
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The concept of the trust was created in England, but many Commonwealth jurisdictions have since adopted the concept into domestic law. A trust is a legally binding arrangement where someone transfers property to another person or legal entity for the benefit of a third party.
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