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

The Internet has brought connection, communication and efficiency to the business world, including family offices. However, conducting business online without proper security and knowledge of risks can endanger the family and its sensitive financial and personal data.
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Form PF: Decoding the Mystery

Form PF: Decoding the Mystery

Form PF is the latest hot-button issue in the investment industry. Its purpose and complexities have been an enigma for many across the investment landscape. Our objective is to shed some light on this subject in order to decode the mystery.
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Optimize the Creation of Performance Reporting

Optimize the Creation of Performance Reporting

The need for transparency into investments continues to grow given the turbulent times following the financial crisis of 2008-2009 and the increasing complextity of private wealth portfolios. Investment performance reports are relied upon to deliver increased levels of information, reveal critical insights and drive action in order to protect and grow assets. However, if the data is not easily understood by the end user, the reports may in fact produce the opposite effect.
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The True Definition of Integration

The True Definition of Integration

Practically every software provider claims to offer some flavor of "integrated platform" or "best-of-breed" solution, but what does the phrase "integrated platform" truly mean? This White Paper examines the 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

Managing your data can be complicated enough without having to use ancillary methods of data tracking and numerous spreadsheets cobbled together in order to see the big picture. This White Paper explores the pitfalls of utilizing Excel as a data tracking and reporting mechanism and sheds light on more efficient, accurate and productive options.
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Web Hosting vs. Cloud Computing

Web Hosting vs. Cloud Computing

When considering how and where to host your important data, two main options exist: Web hosting and cloud computing. This White Paper delves into these two options, explores the pros and cons of each and outlines what critical factors to consider when making the decision of where to host your data.
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