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White Paper

Global Investing: Considerations for Building an End-to-End Solution

An executive briefing on enabling individual investors to invest globally.

US clients are missing out on 90% of the world’s investment opportunities. Traditionally, firms have faced cost, complexity, and time-to-market hurdles when considering how to offer foreign securities to their clients. The paper defines the critical capabilities brokerage firms need to support international investing and provides best practices and a questionnaire to help design a roadmap for global expansion.