Behind any new software automation project lies change. And risk. Understanding the potential pitfalls upfront can help family offices expertly navigate the challenges of choosing the right back-office investment accounting solution.

James Haluszczak, Managing Partner of SteelBridge Consulting, and FundCount’s Ashley Whittaker, President, Global Sales, in a live webinar on Tuesday, February 16th, shared tips to help family offices mitigate the risks of software selection.

The 45-minute webinar covered:
• How to avoid a long and costly procurement
• What resources to marshal before implementation to ensure success
• How to establish the right commercial and practical implementation processes

The webinar recording is available in the FundCount Knowledge Center.

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