L'une des exigences les plus fondamentales des family offices est également l'une des plus difficiles à satisfaire : fournir à la famille des rapports opportuns et des informations précises basées sur des données actuelles. Si le bureau supervise plusieurs types d'investissements et de transactions pour plusieurs familles, ce défi est...
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.