Fulfilling the Dream of Best of Breed Technology for Family Offices: Featuring Susan McDermott, Program Director of Partnerships at Addepar
In this episode, we discuss:
- Ecosystem match making
- Best in Breed vs. All-In-One
- Why Family Offices love QuickBooks and Excel
- Common technology mistakes Family Offices make
- Tech trends in Family Wealth
- Increasing the odds of success with better change management
Resources
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.
The Risclarity WealthTech Podcast
The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham.
Each month, we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people, and processes.
Listen and subscribe to The Risclarity WealthTech Podcast on your podcast platform of choice:
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.
