Family Offices Struggling
We see a steady increase in the number of Family Offices struggling to accurately and efficiently manage family assets across multiple data sources. A wide range of systems are being utilized to store and share data in these offices, often with little to no integration beyond manual user entry. This not only wastes precious time but more importantly, increases the risk of data entry errors that can have a significant impact downstream.
Recently a Family Office out of New York approached Family Office Metrics with this exact problem in the hope that they could be directed to a firm capable of addressing their lack of integration between QuickBooks™ and the Advent AXYS® portfolio accounting system. Family Office Metrics quickly identified UNAPEN Inc. as an ideal candidate given their 20+ years of experience with data integration and the extensive industry expertise of their staff. (more…)