From spreadsheets to automation

Transform your family office with our comprehensive technology report

Take the leap into the future and discover new investment and technology options

Unlock the full potential of your family office investments with our report co-written with Hall Road Investments - 'Family Office Technology, From Spreadsheets to Automation'.

Discover the transformative power of technology and stay ahead in the ever-evolving investment landscape. 

Specifically, we explore:

  1. Tackling the challenges of multi-asset class portfolio management
  2. The pivotal role of technology in supporting family offices
  3. Leveraging technology for portfolio management & performance reporting
  4. Overcoming the limitations of traditional spreadsheets
  5. Key considerations in investment reporting for family offices
  6. Insourcing vs. outsourcing: striking the right balance
  7. Opportunity costs of not embracing innovative investment technology



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