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The U.S. holds more than 30% of the world’s data and the investment services industry holds almost four times the overall average share per firm. It’s not surprising that today’s family offices, like other asset managers, are overloaded with the operational requirements for managing, accounting for, controlling and disseminating information. A new approach, however, helps them put their data to work for them by leveraging managed operational services to improve accuracy, accessibility and efficiency while reducing costs and effort.
In a presentation to the Opal Family Office and Private Wealth Forum, Broadridge executives discussed this new approach and how it has helped family offices add efficiencies and grow business.