OUR CLIENTS: WHO WE SERVICE
Our clients provide wealth management and investment management for
the Ultra High Net Complex Family or Family Offices.
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.
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
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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
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 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.)
Does your company need our services? Message us today.