Product Brief

Everything You Need to Know About Setting Up a Family Office Investment Platform

A family office’s investment portfolio is often diverse and complex, yet many rely on spreadsheets and manual processes for investment accounting and reporting. Not only is this inefficient and time consuming, but it also makes it difficult to put together a complete, accurate, and timely picture of family wealth. Moreover, as offices gather increasingly large volumes of data from external asset managers, brokers, and custodians, managing that data and deriving insights from it becomes extremely challenging.

Read this product brief to learn more about what you need to know to successfully set up a family office investment platform.