TITLE

The Wealthiest Customers Can Pose Big Hurdles

AUTHOR(S)
Adams, John
PUB. DATE
April 2005
SOURCE
Bank Technology News;Apr2005 Supplement, p20
SOURCE TYPE
Trade Publication
DOC. TYPE
Interview
ABSTRACT
Interviews Karen Jandorf, managing director of technology and operations for Harris myCFO, a firm that caters to the needs of families or estates with assets of in excess of 100 million dollars, regarding the foundation of his company and his experience of specializing the service for the rich in the U.S. Management of various relationships with dozens of different financial institutions in dozens of jurisdictions. Assertion on the difficulty of the job without the firm's proprietary information technology platform which Jandorf helped develop; Essentials of the technology in managing the volume of information that is required and produced by each of the different entities that clients have in their portfolio.
ACCESSION #
16846111

 

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