John Tillotson

Top Reasons Why Your Data Is Failing You

Analyzing and managing sophisticated investment portfolios for high net worth investors requires data.  One of the greatest challenges for the financial services industry is capturing, correcting, calculating and presenting complex data from multiple silo’d platforms in an automated fashion without sacrificing data accuracy, speed or operating efficiency. During bull markets most investors and investment advisors …

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The Keys To Choosing Family Office Technology in 2020

Managing complex wealth has significantly evolved over the last twenty years.  But many family offices and investment managers have yet to take advantage of new innovations in multi-asset, multi-currency accounting, portfolio management, and investment reporting systems.  It can be a daunting task to choose the right type of technology to support your family office. If …

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