Dan Ricci

Principal/Head of Information Systems

Learn More

Principal/Head of Information Systems Dan Ricci sat down with Scott MacDonald this week on Investment Management Operations, a Capital Allocators podcast, to discuss PrimePlus®. Investment Management Operations provides insight into the investment processes and functions of investment manager and advisory firms.

In the episode, Dan shares how the investment professionals here at Prime Buchholz built PrimePlus, an online platform designed to elevate the investing and portfolio management experience of institutional investors. By aggregating data from multiple sources and streamlining analytics, PrimePlus was created to provide clarity and meaningful insights to users in just a few clicks.

Other topics include going digital with investment committee reporting and when to leverage channel partners to bolt-on third-party software to their native applications.

You can listen to the podcast by clicking below.

We appreciated the opportunity to share PrimePlus with Investment Management Operations listeners.

Click here to read our paper on PrimePlus.

Research Report Request

To request a full copy of this or any of our research reports, please complete all fields in the form and click submit.

  • This field is for validation purposes and should be left unchanged.