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02.17.21

James Haluszczak Featured in FundCount’s Webinar for Family Offices

Behind any new software automation project lies change. And risk. Understanding the potential pitfalls upfront can help family offices expertly navigate the challenges of choosing the right back-office investment accounting solution.

On Tuesday, February 16th, SteelBridge Founder & Managing Partner, James Haluszczak, joined FundCount‚Äôs Ashley Whittaker, FundCount’s President of Global Sales, to discuss how family offices can mitigate the risks of their accounting software selection. When completed properly, a family office’s software selection and implementation offers better data control, improves administration efficiency, and streamlines reporting.

This engaging 45-minute session for family office clients covered:
1. How to avoid a long and costly procurement process
2. What resources to marshal before implementation to ensure success
3. How to establish the right commercial and practical implementation processes

Be on the lookout for the official Webinar Recording from FundCount, in case you missed this dynamic session!