Case Study: Accounting RFP for Multi-Family Office BACKGROUND Meradia was retained by an $8 billion AUM multi-family office to assess their investment application stack, organizational design, and operational processes. Like many investment management firms, the company had grown over time and their system stack had become ‘patchworked’, resulting in an operating model that had become overly manual and inefficient. Our initial assessment determined that most of the functional pain could be traced back to a lack of a fit-for-purpose investment book of record. In addition to the IBOR need, the multi-family office sought a comprehensive accounting package that could meet multiple operational objectives including IBOR, General Ledger, Participant Record-Keeping, Reconciliation and securit

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