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Nov 18, 2021

Transparency and data management for family offices

Data management and transparency go hand in hand. Family offices rely on quality data to maintain the level of transparency expected by clients and regulators alike. A golden data set is created by aggregating data from multiple sources and cleansing and normalizing it into a single source. Everything in the office should use this single source of data.

Nov 7, 2019

Could managed data services improve your investment operations?

You can outsource routine, repetitive data management and gain a range of benefits that improve current operations and position you better for future business. Vendors can collect, aggregate, normalize and cleanse data; identify and remediate exceptions; and deliver ready-to-use data to your systems for you.


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