Implementing technology that comprehensively supports every business objective is about a consultative, hands-on relationship with the vendor.

Family offices must stay on the pulse of the latest technology to remain relevant.

Amid the human tragedy brought on by the war in the Ukraine, there is a need to quickly and reliably expose assets aligned with Russia. But it’s hard to track the risks faced by big investors across diverse public and private assets that are multinational. Asset managers and regulators are turning to STP Investment Services, a Westchester, PA-based company and its BluePrint software platform that collects, processes, and presents constantly changing asset valuations for investments, from the investors who own them and from outside sources.

You only need to look as far as the business headlines to see what happens when fund administrators and their management teams make a mistake.