Trusts and Technology: Preparing for the Next Generation
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Many trustees are bogged down with time-consuming, manual bookkeeping and reporting tasks. They can also be forced to wait up to 8 weeks after quarter end for performance reports from consultants or their investment managers.
But as a new generation of wealth owners emerges, with greater expectations of transparency and increased reporting, trustees without near-real-time access to quality data will struggle to meet these requirements.
How can trustees rise to the challenge? Find out in this whitepaper.