Technology Applications, Implementation & Integration

We work strategically with clients to analyze and implement technology that supports reporting, operations, and risk control goals; solutions that can evolve to meet the changing demands of your business. We work to ensure that any investment  you make in technology supports the way in which you conduct your business.  

Family Office Metrics partners have worked directly with family offices. We bring a personal understanding of the environment to every project. We know the challenges and pitfalls we will face before we begin a project. Some common challenges clients face include:

• Small companies taking on a large challenge
  
• Developing scalable solutions 
  
• Integrating diverse kinds of data
  
• Integrating external systems thoughtfully into existing practice
  
• Managing internal complexities such as:
  
  • multi-faceted requirements gathering
    
  • complex legal structures
    
  • entrepreneurial organization structures
    

Technology Solutions Review

We use hands-on experience and diagnostic tools to analyze your technology environment and recommend appropriate solutions.  The end result is an easy to understand road map for solutions that can grow with your business, solutions that we can help implement.

Requests for Information / Proposal (“RFI / RFP”)

We use our RFI / RFP process to build requirements for data gathering, portfolio management, investment, partnership and general accounting, and reporting systems.  We evaluate and rank vendor solutions and make our recommendation to you.  

Financial Systems Installation

We work with management and vendors as project managers to design, develop, and manage the implementation of your new financial systems. We are experts at  integrating the various disparate systems family offices use to provide a consolidated holistic master data view of your clients.

Back Office Infrastructure and Systems

• In-house, ASP, and Outsourcing Solutions
  
• Business Continuity and Redundancy Solutions
  

Investment Management Tools, Workflows, and Reporting Methods

• Data Capture and Interfaces
  
• Investment Tracking Solutions
  
• Applications
  

Financial Systems Integration:

• Portfolio Accounting, Partnership Accounting, and General Ledger
  
• Requirements Identification
  
• Design and Development of Solutions
  
• Systems Conversions and Installations
  
• Support and Enhancements to Applications
  

Collaboration and Communication Methods and Tools: Knowledge Management and Organization

• Digital and Physical File Systems
  
• Intranets and Extranets
  
• Family Web Portals