Download Webinar: Meeting the Challenge: Centralizing Portfolio Administration
"Meeting the Challenge: Centralizing Portfolio Management", a webinar from the Family Office Metrics Successful Practices Series.
This program in the series addresses how centralizing portfolio administration across general ledgers, excel, homegrown applications and other investment solutions can seem overwhelming, if not impossible. The problem is compounded when it concerns a complex, multi-asset class portfolio, typical of family offices.
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