Wealth Services and Family Office Reporting Software
Whether you are looking to enhance the delivery of your services, or IT tools that would help the recording, monitoring and reporting process; this program will allow you to explore some IT tools that could facilitate automation.
For the professionals who want to explore the reporting software solutions in the wealth services and family office sector.
What You'll Learn
✔️ Organising data of your client/ identified subject.
✔️ Exploring data repository software solutions to safeguard data.
✔️ Analysing bookkeeping and cash flow forecasting software.
✔️Assessing the risk profile of your subject through risk assessment tools.
✔️Generating sample reports that can be presented to clients.
The Program Framework
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The Program Introduction/ Framework
Everything You Need to Find Potential Wealth Services and Family Office Reporting Software Solution
The Swiss Association supporting professionals joining and navigating the blue ocean that is Private Wealth & Family Office services.
Courses
Wealth Services and Family Office 3.0 Flagship Course
The Complete Guide to Sales & Marketing in Wealth and Family Office Services
Wealth Services and Family Office Reporting Software
Developing a Successful Private Wealth and Family Office Practice
National Financial Educators Council - Personal Finance
