OUR CLIENTS: WHO WE SERVICE

Our clients provide wealth management and investment management for
the Ultra High Net Complex Family or Family Offices.

Two Men in Office

WEALTH MANAGERS - MFO/SFO

We service a variety of advisory group types, including Family Offices, Multi-family Offices (MFO's), Trust Companies, Boutique Registered Investment Advisors (RIA's), Wealth Management Advisors, and Private Banks.

Modern Office Building

INVESTMENT MANAGERS – HEDGE AND VENTURE FUNDS

Investment managers are also among our clients, such as Hedge Funds, Private Equity Firms, and Non-traditional Asset Managers.

WHAT ELSE DO OUR CLIENTS HAVE IN COMMON?

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.

SIZE

  • Small size (fewer than 150 employees)

  • Therefore often not well served by larger technology conglomerates

  • Impractical to build major internal support systems but forced to do so to perform effectively

  • Prefer small staffs outside their core service of investment/relationship management

  • Hiring dedicated CTO impractical - senior principal usually covers these responsibilities as additional duties

COMPLEXITY AND
SCOPE OF NEEDS

  • Have complex portfolios and reporting requirements

  • Have a fair amount of manual work

  • No technology provider offers them complete solution; they pull together various processes, technologies, staff to satisfy infrastructure, operations requirements

  • Core business is not technology and operations (TOPs) - these become a hassle, extra cost

  • Overseeing compliance, risk management is important

  • Consideration for outsourcing and remote support functions (custody, prime broker, reconciliation, reporting, etc.)

CORE BUSINESS
REQUIREMENTS