OUR CLIENTS.
We help Family Offices navigate the complex world of operational technology.
In addition to their place in the ultra-high wealth marketplace, InfoGrate’s clients share a few more similarities in terms of average profile. We've built up business to grow with these needs.
Complexity &
Scope of Needs
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Have complex portfolios and reporting requirements
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Have a fair amount of manual work
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No technology provider offers them complete solution; they pull together various processes, technologies, staff to satisfy infrastructure, operations requirements
Size
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Small size (fewer than 150 employees)
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Therefore often not well served by larger technology conglomerates
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Impractical to build major internal support systems but forced to do so to perform effectively
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Prefer small staffs outside their core service of investment/relationship management
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Hiring dedicated CTO impractical - senior principal usually covers these responsibilities as additional duties
Core Business Requirements
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Core business is not technology and operations (TOPs) - these become a hassle, extra cost
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Overseeing compliance, risk management is important
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Consideration for outsourcing and remote support functions (custody, prime broker, reconciliation, reporting, etc.)