FOTechHub & The Larry Kraus Family Office Tech-NEW-logy Institute: Andy Fox Interviews Trusted Family & RSM
Family Office Technology Hub
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Understanding the 90-Day Implementation Process for Investment Aggregation
This chapter explores the steps involved in implementing investment aggregation services, whether outsourced or managed in-house, within a 90-day timeframe. It emphasizes the significance of organization, communication, and adaptability to meet client-specific requirements.
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