Portfolio performance measurement, a modern approach

The challenge:

One of the challenges facing buy-side Investors, whether institutional or private, is to get accurate investment and portfolio returns out of their financial software. Nowadays, the value of your data is key, but most of it is unstructured. Organising that data can be time-consuming and have a high margin for error when done manually. 

Topics: family offce software, Fund management software

Maxime Wattel
By Maxime Wattel
May 29, 2019
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Cloud-Based Wealth Management Software: The Secret of Pacesetters

Although the wealth management industry is flocking to Cloud computing services, a research study by IBM Center for Applied Insights points out that differing approaches taken to planning and implementing SaaS is likely to lead to significantly impacts business outcomes.

Topics: Best family office software, Wealth Accounting Software, loans accounting software, wealth digital transformation, family offce software

Maxime Wattel
By Maxime Wattel
May 19, 2016
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