Integrating Systems Optimising Performance Reporting without Compromising Accounting

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Family Office Technology Hub

FOTechHub.com

19 episodes

2 days ago

Welcome to the FOTechHub Podcast, a resource for all things tech and operations within the realm of family offices. Join us as we delve into the intricate world of technological advancements tailored specifically for Single Family Office and Multi-Family Office Personnel.

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Integrating Systems Optimising Performance Reporting without Compromising Accounting

Family Office Technology Hub

26 minutes 50 seconds

7 months ago

Integrating Systems Optimising Performance Reporting without Compromising Accounting

Full Episode is available on our members podcast: ⁠⁠⁠Listen Here⁠⁠⁠

A live panel from our November 2024 Virtual Tech & Ops Conference featuring three Single Family Offices sharing how they’ve successfully integrated their tech stacks to support both investment and finance teams—without compromise. This session explores current tech trends, lessons learned, and strategies for maximizing system performance.

The panel features:Moderator: Theresa Clarkson, Solutions Architect, InfoGrate Wealth.

• Danielle Klimek, Controller, Marron Capital• Brad Sacks, President, BS Global Investments• Jake Beinecke, VP, Antaeus Enterprises, Inc.

See a detailed discussion summary here.

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