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Family Office Tech Stack: Financial Reporting, Data Aggregation, and AI-Driven Investment Tools
Family Office Technology Hub
Revolutionizing Pricing Models for Family Office Technology
This chapter explores the shift from traditional AUM billing to volume-based pricing for technology services in family offices. It highlights the benefits of flat fee models, client retention strategies, and operational efficiencies tailored to diverse client needs.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode