White Papers

Innovations in Private Wealth Technology & Reporting

Innovations in Private Wealth Technology & Reporting

Learn how private wealth firms are driving towards a more streamlined, enterprise-wide approach to technology
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Internet Security for Family Offices: 10 Steps to Protect Online Information

Internet Security for Family Offices: 10 Steps to Protect Online Information

Discover the expertise, planning and effort required to safeguard confidential information along with best practices for Internet use 
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Form PF: Decoding the Mystery

Form PF: Decoding the Mystery

Learn more about Form PF and its various sections to become aware of the completion requirements and deadlines 
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Optimize the Creation of Performance Reporting

Optimize the Creation of Performance Reporting

Learn how to determine what type of reporting information is most valuable to investors based on their roles and responsibilities and why tailoring report creation to the individual user is essential to success
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The True Definition of Integration

The True Definition of Integration

Discover various aspects of system integration and how a truly integrated solution can have a profound effect on your business
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Excel is Not a Database

Excel is Not a Database

Explore the pitfalls of utilizing Excel as a data tracking and reporting mechanism and discover more efficient, accurate and productive options
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Web Hosting vs. Cloud Computing

Web Hosting vs. Cloud Computing

Explore the pros and cons of web hosting versus cloud computing and the critical factors to consider when making the decision of where to host your data
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