New automation tools are making it easier to target time-consuming, repetitive processes for family offices, freeing up more time to focus on higher-value services for HNW clients. While many offices are already using automation capabilities, most have only scratched the surface of what’s possible.
This guide offers a more complete list of where your Family Office should consider focusing its automation efforts, including automating multi-entity AP, real estate bills, vendor management, and expense management.
