Family offices increasingly aspire to deliver comprehensive, accurate and timely consolidated reports to families. And ultra-high-net-worth families have increasingly come to expect it. But to provide high-quality consolidated reporting, firms first need to navigate a host of complex data challenges.
Rich, consolidated reporting depends on three key steps:
- Data sourcing
- Transforming and storing data
- Data enrichment
To find out more about the data management challenges facing family offices, download our Whitepaper.