2 A Be er Way to Manage Your Family Office...For the Company You Keep
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• Real-time dashboard analytics eliminates
error-prone data and disparate
spreadsheets
-- Get instant, shared access within
and across entities
-- Track financial data and metrics
including P&L, budget vs. plan, cash,
AUM, and fair-market-value over time
• Collaborative compliance
-- Supports GAAP compliance
-- Provides a front-to-back office
collaborative audit trail