It's All About the Data

Technology providers need to facilitate access to all Investment data. Sitting at the confluence of a multitude data providers your technology solutions need to have the capacity to manage data. Flexibility and access to data is critical and it empowers the family office to view and analyze their total wealth in any way they want, whenever they want.

Things to consider…

• The normalization and standardization of data is critical.
• Performance Estimates are not “Actual Performance” and there are polarizing inaccuracies in data and sometimes calculations.
• Not all data is delivered electronically

Join Charles Brown, Director of Sales at Private Wealth Solutions in this overview of how data and technology are leveraged to aid Family Offices in valuing and reporting on their investment portfolio.