Abstract
Finding effective technology solutions to meet on-going analysis and reporting requirements is critically important for wealth management professionals. This article will help family offices improve the management of their operations by offering a straightforward approach to understand, select, and use technology. Rather than derive new technical results, we provide a framework to apply and internalize old lessons through a simple, clear process. We also identify some key technology trends that influence that analysis and discuss the implications of those trends.
- © 2013 Pageant Media Ltd
Don’t have access? Register today to begin unrestricted access to our database of research.
Log in using your username and password
In this issue
Technology and the Family Office
