Family Office Sherpa Podcast Episode 30 - 13 Less Obvious Speed Bumps When Building Your Reporting Infrastructure

You've selected the reporting software, signed the contract, spent hours uploading and reconciling the data and designed the instance. It should be smooth sailing from here. But what you thought was going to work, doesn't. What you expected to be automated isn't and the team (and principal) are not as happy as you'd hoped because there are so many workarounds.

To mitigate this, I have identified "13 Less Obvious Speed Bumps When Building Your Reporting Infrastructure" in the latest Family Office Sherpa Podcast. I hope it helps bypass or at least manage expectations before you lock in the (sometimes very expensive) software contract.

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Cheers

Shaun.

“Hall Road Investments Pty Ltd is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors”