Hunting for family office technology was the topic of an article in Family Wealth Report by F2 Strategy, a technology consulting firm to the wealth management industry. While the article was on point in many ways, one thing in particular was completely inaccurate — their claim that a single accounting solution that handles accounting G/L, investment performance, and analytics is a unicorn and doesn’t exist.
Yes, F2, unicorns do exist.
Read the response from Mike Slemmer, COO of FundCount, which corrects F2’s omission of FundCount and adds additional considerations.
