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Purchasing a wealth management technology solution is a significant business decision for your firm. You have likely been tasked with sourcing a platform that meets the needs of your principals, your team and your stakeholders. The solution should support your internal accounting, investment management and reporting functions while streamlining you...

The wealth management industry is constantly reinventing itself, and with every passing year, firms continue to push software vendors to deliver features and functionality that not only enhance their existing solution but offer an unparalleled experience. It is often difficult to know which innovations are relevant and which are not. Having a guide...

The enterprise-wide accounting and finance platforms that other industries employ have not historically satisfied the unique information and reporting requirements of private wealth management firms and family offices. Fortunately, material advances in investment accounting technology, as well as fresh ideas around accounting best practices have em...