TRUE FAMILY OFFICE MANAGEMENT  
NEWS: Aristata recognized by award winning customer implementation

 

Bristlecone Advisors wins 2009 Schwab IMPACT Best of Technology Award for their implementation of Aristata.

 
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Aristata is the only practice management system built by family offices, for family offices to proactively organize and manage the vast array of information that is central to managing complex financial families and clients. Aristata is based on the fundamental premise that family offices can and should collaborate to build practice management solutions instead of each office tackling this challenge. Collectively, the family office community can develop stronger technology built specifically for their needs, while assuming less risk and expense. | More »
"Linking family office practices, customer relationship management, complex client data, documents, and custom reporting, together in a product where data and best practices are integrated between applications is a true accomplishment"



Family Office CEO &
Current Aristata Customer

January, 2009