Uno de los requisitos fundamentales de las family offices es también uno de los más difíciles: proporcionar a la familia informes puntuales y perspectivas precisas basadas en datos actuales. Si la oficina supervisa múltiples tipos de inversiones y transacciones para múltiples familias, ese reto se...
Often MFOs will outsource work (like data entry) in order to make their in-house staff more efficient. However, outsourcing comes with its own complications, like restrictive rules around data ownership and reduced data accuracy that causes additional work for office staff who have to reconcile these inaccuracies.
One fast-growing MFO experienced this challenge firsthand, and after a year and a half of outsourcing their software services, they turned to AtlasFive for a partnership. With the use of AtlasFive, this Multi-Family Office was able to store all information in a unified system — and to control that data, too. Client-facing reports are consistent across all the departments, and fund transactions are processed in-house, eliminating the dependence on third-party data.