Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 2
Tag: single family office
Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 1
Family Offices are struggling to manually keep data synchronized between key systems. This process is time consuming and can introduce errors. Here’s how automation can save the day.
UNAPEN reduces workloads and manual errors by providing QuickBooks integration with Advent Axys, APX and SchwabPT PortfolioCenter, custom-tailored to the needs Family Offices and Wealth Mgmt firms.