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.
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
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.)