As a family office leader, you likely receive large volumes of financial data from multiple third parties, including your investment accounts. This data is critical for reporting tax return information as well as making investment decisions. Suppose you are...
As a family office leader, you likely receive large volumes of financial data from multiple third parties, including your investment accounts. This data is critical for reporting tax return information as well as making investment decisions. Suppose you are using multiple logins to access your documents and can’t easily provide your advisors and colleagues the information they need. In that case, you may be draining valuable time and resources better spent on growing your business. You also may be relying on dated quarterly investment performance data because you are using multiple spreadsheets. Looking ahead, is there a better way to aggregate your data to make more informed decisions? With an understanding that every family office is at a different stage of digital readiness, the following information can help you access which tools make sense for your business now…and in the future.
