Automating the Family Office: Solutions for Enhanced Performance Reporting

SunGard on October 13, 2011
Tags: Efficiency, asset management, automated

Family offices offer a broad range of services to high net-worth individuals and families, ranging from financial and insurance planning and advising, to handling an array of administrative duties. It is a market with serious momentum; according to a survey conducted by New York-based professional services firm Rothstein Kass, as more than 70 percent of investment-advisory firms considered seeking family office status.

This white paper discusses the benefits of using automation in the family office, and how third-party providers can help family offices achieve a much higher level of reporting functionality, including timely and granular information covering all of their investments, performance and risk exposure.