TorreBlanc

TorreBlanc is exceited to announce that we're a sponsor of InvestOps USA 2025, the premier conference for COOs and Heads of Investment Operations! As a returning sponsor, we're honored to support a platform that fosters collaboration, innovation, and actionable insights for the investment operations community. We're especially excited to share that TorreBlanc's Founder & CEO, Mark Aguilera, will be moderating the panel: Driving Front to Back Transformation on Day One of the conference. We invite you to visit us at Booth #1 - we look forward to seeing you there! Visit Our Website: https://lnkd.in/gArNgzGy

InvestOps USA 2025 is underway with our CEO and Founder, Mark Aguilera moderating the first panel of the conference discussing Front to Back vs. Best of Breed providers: How can you assess which tech platforms and tools are best equipped to support your trading strategies and how can you scale capabilities to further streamline the trade lifecycle? The first of what is sure to be many great industry conversations. Thank you to the panelist on many great insights! Michelle Mueller Lou Rosato Laura Jacques, MBA Subbiah Subramanian Michael Winnike #consulting #investmentmanagement #knowledgeshare #networking

Innovation Day at InvestOps is in full swing, and TorreBlanc is honored to be a proud sponsor of this dynamic event, joining an impressive lineup of esteemed partners.

We look forward to connecting with you in Orlando. Here is how you can find us! InvestOps Joanna Herrick Rikard Grafstroem Mark Aguilera

TorreBlanc is excited to spotlight d1g1t as our inaugural vendor profile. d1git is an enterprise wealth management platform used by multi-family offices, RIAs, broker-dealers, and bank advisor networks. Throughout our interactions, we have found them to be very collaborative, engaging, and passionate about their product. In the article we discuss industry trends, their company, and the platform. We hope you will find this profile insightful. #wealthmanagement Read Here: https://lnkd.in/gSdBvmCd

In recent conversations with clients, it is apparent that it's becoming hard for them to ignore the potential that outsourced trading has to offer. If nothing else, the curiosity is there for several reasons we discussed in our 2025 AWM Industry Trends: the front office is under pressure to innovate from a product strategy perspective and this is causing managers to rethink old conventions and focus on core competencies. TorreBlanc's CEO and Head of Advisory Practice, Mark Aguilera, shares a point of view on why some managers are rethinking execution. https://lnkd.in/g2N_wtmA

Happy Year of the Snake, which represents transformation; a time for letting go of old patterns and embracing new beginnings.?

TorreBlanc is happy to share our first insight article of 2025. We are living in an era of accelerated change and disruption. In this article we capture 3 trends we see impacting the marketplace. So how should investment managers react to this uncertainty? Read more: https://lnkd.in/gmq892ZW #transformation #resilience #awm #torreblanc

The holiday season brings a chance to connect, celebrate, and look ahead. At TorreBlanc, we're excited about the opportunities the new year brings and thankful for the relationships we've built. Wishing you and your loved ones a joyful, peaceful, and inspiring holiday season. Cheers to a brilliant 2025! ?

Thank you to all our clients, consultants, and industry friends that joined us for TorreBlanc's annual holiday party! Your continued support means the world to us. Here's to celebrating a great year together and an even brighter one ahead! ?