A Best Practice Guide to Family Office Technology by Advent Software, IncWelcome, Guest      sign in | register | help

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Research Abstract
A Best Practice Guide to Family Office Technology
by Advent Software, Inc

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Published on: November 08, 2010
Type of content: WHITE PAPER
Format: Unknown
Price: FREE


This informative white paper highlights the efficiencies and client service improvements that family offices can reap from a robust and reliable technology framework. Topics covered include:

  • The Changing Wealth Management Landscape

  • Automation: The Key to Unlocking Competitive Advantage

  • Managing Risk to Manage Wealth

  • Analyzing Performance

  • The Value of Communication

  • Data: Building a Foundation for Efficiency

  • Realizing Latent Synergies

Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.

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