Opal FOWMF 2016 Presentation: Overload to Insight

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Accuracy, access and efficiency in the information-enabled family office

From servicing clients to meeting regulatory requirements, every critical function of the family office depends upon information. Recently, Broadridge addressed the Opal Family Office and Wealth Management Forum with an emerging model for efficiently and cost-effectively creating an information-enabled family office. With a case study, best practices and thoughtful insight into you’re the unique business challenges of the family office, the presentation was a must-see for progressive firms. You can download your complimentary copy here:

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