Windward Advisory Group announces release of Loan ManagerTM Software New Product automates related party loan accounting
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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
Getting The Whole Picture: Data aggregation by Hugh Bagatelle Private Wealth Magazine July 2010 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
Safeguarding Client Privacy by Jim Campbell
Private Wealth Magazine May 2010 These are some of the steps a Family Office can take to secure their confidential client information Safeguarding Client Privacy
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
Family Office. 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
