Archives for December 6, 2021

RPA, a Smart Robot that Saved One Family Office Time and Frustration

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Managing multiple family offices involves juggling dozens of accounts and various asset classes. Our client, a Canadian-based Family Office and Investment Fund Managerial firm, had earlier adopted FundCount as their technological solution to help them manage, organize, analyze and report on these accounts.  FundCount solved a ton of issues, yet there was still a problem…

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