Integrating Systems Optimising Performance Reporting without Compromising Accounting

Full Episode is available on our members podcast: ⁠⁠⁠Listen Here⁠⁠⁠

A live panel from our November 2024 Virtual Tech & Ops Conference featuring three Single Family Offices sharing how they’ve successfully integrated their tech stacks to support both investment and finance teams—without compromise. This session explores current tech trends, lessons learned, and strategies for maximizing system performance.

The panel features:Moderator: Theresa Clarkson, Solutions Architect, InfoGrate Wealth.

• Danielle Klimek, Controller, Marron Capital• Brad Sacks, President, BS Global Investments• Jake Beinecke, VP, Antaeus Enterprises, Inc.

See a detailed discussion summary here. 

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