"Don't buy a new tool and plug it into how you operate today" notes Susan McDermott on one of the most common mistakes family wealth firms make when it comes to technology on The Risclarity WealthTech Podcast.
Sue McDermott, Partnership Program Director at Addepar, discusses with Mark Wickersham some of the common mistakes that family offices make when it comes to technology and what they can do about it.
Resource
Fullfilling the dream of best of breed technology, ft. Susan McDermott - Podcast
About Susan McDermott
Susan McDermott is the Program Director on the Partnership team at Addepar. Sue focuses on partners that offer a range of family office services. Sue has spent the majority of her career in the investment and wealth management fields and has extensive experience in technology and operations management.
About Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Addepar's open platform integrates with more than 100 software, data and service partners to deliver a complete solution for a wide range of firms and use cases.
Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change. Addepar is an independent company and is not affiliated with Risclarity.