Digital simplicity that monitors, consolidates & organizes data for operational controls, financial planning, reporting and transparency.
SFO's central repository for process and organization data includes:
- Secure Virtual Portal and Data Room
- Contact & Data Management
- Consolidated View of Family Office's Net Worth
- Receipt Tracking
- Staff Assignments For Accountability
SFO's central repository for process and organization data includes:
- Secure Virtual Portal and Data Room
- Contact & Data Management
- Consolidated View of Family Office's Net Worth
- Receipt Tracking
- Staff Assignments For Accountability
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