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Publish Date January 31, 2024
Text on black background saying 'Ditch Stale Spreadsheets: How Real Time Insights Are Revolutionizing Family Offices'. This highlights the shift from outdated spreadsheets to real-time data for family offices
Publish Date January 31, 2024
Written by BY

Ditch Stale Spreadsheets: How Real Time Insights are Revolutionizing FOs

For generations, family offices have wielded the mighty spreadsheet as their financial management weapon of choice. Rows and columns held the secrets of empires, meticulously updated by diligent analysts, their fingers flying across keyboards in a symphony of data capture. But in the age of instant gratification, real time insights and hyper-connectivity, the stale spreadsheet […]

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Publish Date February 27, 2023
Black background with bold white and yellow text displays 3 Important Investment Metrics, helping decode key data points in investment reports for smarter financial decision-making
Publish Date February 27, 2023
Written by BY

Demystifying Investment Reports

“Facts are stubborn things, but statistics are pliable.” –Mark Twain Reviewing investment management software reports can be intimidating, even blatantly misleading sometimes. Often, the good news will be highlighted with bold colorful numbers and charts, while the negatives are downplayed or disguised amid the mass of information. Asset Vantage customers can demystify their investment reports […]

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