No Trust for your Family Office Software Without Data Insulation

The implementation of data isolation (insulating cones or ‘Chinese walls’) within one larger firm, is a practise most of us are familiar with within the context of legal, banking and asset management firms.

By limiting the exposure of data to only the necessary parties, organisations can keep their slates clean of conflict of interest issues, insider...

Topics: Best family office software, Family Office ERP, Wealth management financial systems, portfolio accounting software

Tony Solomou
By Tony Solomou
August 2, 2016
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