Archives for November 20, 2024

Spreadsheet Dependency Issues Impacting Wealth Managers

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In the early days of any wealth management organization, spreadsheets weren’t so much a deliberate choice as they were the only available option. When you’re starting out, there isn’t always the time, budget, or need to invest in a fully fledged back-office system. Instead, problems get solved as they come up, with quick fixes and…

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