A connected view starts
with connected data.

Reviewed 13 November 2026 · Survey context and interpretation

A survey finding, with its boundaries

SimCorp’s 2025 Global InvestOps landing page reports that 60% of 200 surveyed buy-side operations leaders identified inability to manage multiple assets in one view as a primary front-office challenge. WBR Insights conducted the survey in late 2024 across North America, EMEA and APAC.

This is vendor-sponsored survey evidence from a defined sample. It is not a census, does not measure every investment firm and should not be presented as a fresh 2026 industry statistic.

Our interpretation

A shared view should preserve identifiers, valuation dates, source lineage and the difference between settled cash and accounting balances. Combining figures without resolving their definitions can create false confidence.

What a connected operating model needs

1. Defined data ownership and documented reconciliation.
2. Consistent asset identifiers and valuation timestamps.
3. Clear treatment of public, private and cash positions.
4. Exceptions assigned to a person, with a review history.

These are proposed design principles for this concept. No investment-account integrations or reconciliation service operates on this website.

Technology direction

SimCorp’s September 2026 announcement describes continued development of connected front-office capabilities. It provides a current example of the direction suppliers are pursuing, not independent proof of a universal outcome.