Technology and Reporting: Challenges and Options for Family Offices

Overview

One of the largest areas of complexity and one that creates a great challenge for family offices is timely and accurate reporting.  External providers, like custodians, investment managers, and tax advisors provide financial information to family offices to download into the best consolidating reporting option they have available.  But what are the latest technology reporting options available to family offices?  What are the challenges of integrating new systems?  Participate in this webinar and learn about these options, and what to consider when making a technology and process change.   Join us to hear real case examples and stories that illustrate challenges and best practices pertaining to consolidated reporting.


Date Published: Wednesday, March 20, 2013

Speaker

Tim Calveley – FORS LimitedMark Rogozinski – RockIT SolutionsSteve Slessor – FORS Limited

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.