Family Office Technology Hub cover image

Streamlining Family Office Tech: Insights from RockIt and AltExchange (30min Excerpt from Full 1-Hour Episode)

Family Office Technology Hub

CHAPTER

Modular Integration in Fund Administration

This chapter examines the evolution and modularization of fund administration services for various clients, particularly family offices and RIAs. It highlights the complexities of implementing integrated technology systems and emphasizes the need for a collaborative approach during the discovery phase. The chapter also discusses the importance of flexibility in technology partnerships to cater to the unique requirements of ultra-high-net-worth clients.

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