Choosing Your Tech Stack: Insights from Outsourced Family Office Providers (30min Excerpt from Full 1-Hour Episode)
Family Office Technology Hub
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Navigating Legacy Systems in Family Offices
This chapter explores the complexities of upgrading legacy systems within a multi-client family office, focusing on the transition from Advent Access to Black Diamond. It emphasizes the importance of understanding true needs, the role of internal advocates, and the balance between innovation and cost management in technology adoption. The discussion highlights the necessity for training, change management, and a supportive culture to ensure the successful integration of new technology and processes.
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