Windward in the press
Windward Advisory Group announces release of Loan Manager TM Software
New Product automates related party loan accounting
Read more . . .
Calling in the Experts by Bob Shepro
Private Wealth Magazine January 2011
Outside consultants offer an efficient way to deal with the high cost and complexity of today's wealth management technologies.
Calling in the Experts
Beyond Investment Risk by Elaine Spang
Private Wealth Magazine November 2010
Wealth managers need to develop security measures across all aspects of their office operations.
Beyond Investment Risk
A Silver-Lined Future by Ritch Gaiti
Private Wealth Magazine September 2010
The rise of cloud computing could lead to better and cheaper wealth management technology.
A Silver-Lined Future
Windward Advisory Group expands practice with new partner
Press Release July 17, 2010
Getting The Whole Picture: Data aggregation by Hugh Bagatelle
Advisors and Family offices need a dependable account aggregation system that
can collect a client?s financial information from multiple sources.
Getting the Whole Picture: Data Aggregation
These are some of the steps a Family Office can take to secure their confidential client information
Safeguarding Client Privacy
Clearbrook Financial Announces Engagement of
Windward Advisory Group
A Technology Transformation by Ritch Gaiti
Private Wealth Magazine March/April 2010
A carefully planned technology
overhaul can provide a boost to a family office operation.
A Technology Transformation: Private Wealth magazine
A Spreadsheet Tune Up by Hugh Bagatelle
Private Wealth Magazine January/February 2010
Here's how the Family Office can get the most out of Excel and other spreadsheets.
A Spreadsheet Tune Up
Third Party Search Consultants Growing Rapidly by Charles Paikert
Family Wealth Report March, 2010
Jim Campbell provides his insights on selecting a consultant for a
Third Party Search Consultants Growing Rapidly
Do You Need a Family Office? by Hilary Johnson
Barrons September 2009
Jim Campbell provides his insights on considerations for a Family Office.
Do You Need a Family Office? Barrons