Innovations in Private Wealth Technology & Reporting


The enterprise-wide accounting and finance platforms that other industries employ have not historically satisfied the unique information and reporting requirements of private wealth management firms and family offices. Fortunately, material advances in investment accounting technology, as well as fresh ideas around accounting best practices have emerged in recent years to help address these issues. Only when enterprise-minded organizational design and enterprise technology products are adopted will family offices be able to accomplish what they have been discussing for decades: cross-domain reporting.

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