The family office technology landscape is undergoing radical change driven by the unprecedented transfer of wealth, evolving client demands, and increasing portfolio complexity. Traditional wealth management portfolio analytics addressing risk and performance particularly are challenged in the expanded investment landscape, in which family offices are extending investment portfolios spanning public securities, private markets, direct investments, real estate, and multiple additional investment opportunities.
This report examines the rising need and implementation of increasingly sophisticated risk and performance analytical systems within family offices as they extend portfolio investments across multi-assets. It is based on conversations with financial executives in Q4 2024 who were responsible for software and operations decisions for family offices.
Clients of Datos Insights’ Capital Markets and Wealth Management services can download this report.
This report mentions Addepar, AgilLink, Allvue, Amundi (Alto), Arch, Asset Vantage, Bank of New York, Barclays, Bloomberg, Broadridge, Clearwater, Enterprise Data Management (EDM) Council, enVestnet, Eton Solutions, FactSet, Finastra, Finbourne, FIS, FundCount, JPMorgan, Masttro, Moody’s, Morningstar, MSCI, Nasdaq, Northern Trust, Numerix, Quantifi, RIMES, S&P, SimCorp (Axioma), SS&C (Advent Geneva), State Street, and TIFIN.
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