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No Trust for your Family Office Without Proper Data Insulation

The implementation of data isolation (insulating cones or ‘Chinese walls’) within one larger firm, is a practise most of us are familiar with within the context of legal, banking and asset management firms.

By limiting the exposure of data to only the necessary parties, organisations can keep their slates clean of conflict of interest issues, insider...

Topics: Recommended, featured, Featured Blog Header, Family Office ERP, data privacy, data insulation, Straight Through Processing, Systems security, Family Office Solutions

Tony Solomou
By Tony Solomou
August 2, 2016
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Do the Greatest Systems Security Risks Arise from Within Your Family Office?

The family office industry is flooded with warnings about the threat of cyber crime to their systems and data security. Digital security agency, Total Digital Security warns:

“Criminal hackers understand risk vs. reward. Family offices are considered prime targets for cyber attacks because the environment is rich with upside opportunity, and considered...

Topics: Recommended, featured, Featured Blog Header, Family Office ERP, data privacy, Straight Through Processing, Systems security, Family Office Solutions

Tony Solomou
By Tony Solomou
July 26, 2016
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The Best Investment and Performance Analysis Methodology for your Family Office Begins Here

The primary goal of the family office is to maintain the capital of the family and to provide revenue to beneficiaries. With prevailing global low interest rates, family offices are forced to rely heavily on investing to fulfil this mandate of generating return on family assets. 

Topics: Recommended, featured, Featured Blog Header, Cloud-based software, Wealth Management ERP, Asset Management, Family Office ERP, Straight Through Processing, Performance Analysis, Family Office Solutions, Investment methodology

Tony Solomou
By Tony Solomou
July 19, 2016
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When Regulatory Environments Get Tougher, Back Office Solutions Have to Get Smarter

The winds of compliance have become considerably tougher on financial organisations over the last couple of years. Revelations such as the Panama documents leak have been adding nails in the coffin for family offices that have been enjoying smooth sailing in foreign countries with minimal to zero auditing requirements.

Topics: Compliance, Recommended, featured, Featured Blog Header, Cloud-based software, Wealth Management ERP, Back Office, Family Office ERP, Straight Through Processing, Family Office Solutions

Tony Solomou
By Tony Solomou
July 12, 2016
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The ERP Solution to Future-Proofing your Family Office Operations

Any IT professional who has been involved in the process of modernising a company’s ERP knows that migrating away from legacy systems can prove to be a monumental challenge.

Topics: Cloud Solutions, Recommended, featured, Featured Blog Header, Cloud-based software, SaaS, Wealth Management ERP, Family Office ERP, Family Office Solutions

Tony Solomou
By Tony Solomou
July 5, 2016
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Do your Wealth Management Employees Deserve Better Digital Tools? Read on!

In their 2016 World Wealth Report, Cap Gemini asked participators about “the drivers for their interest in and adoption of digital tools in their wealth management practice”. The second highest ranked response was “the ability to work on-the-go through remote log-ins on their workstation”.

Topics: Cloud Solutions, Recommended, featured, Featured Blog Header, Cloud-based software, SaaS, Digital Tools, Family Office Solutions

Tony Solomou
By Tony Solomou
June 28, 2016
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How Cloud Computing is Solving the Great Tribulations of Family Offices

Apart from the general tribulations of the financial industry, such as economic and market volatility and increasingly stringent regulations, family offices face challenges particularly pertinent to smaller financial organisations.

Topics: Cloud Solutions, Recommended, featured, Featured Blog Header, Cloud-based software, Family Office Solutions

Tony Solomou
By Tony Solomou
June 21, 2016
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Beyond Excel: Enterprise-Level Wealth Management for Your Family Office

Has your family’s portfolio outgrown its Excel shoes? If your family’s business operations and investment portfolio is nearing the level of an official family office operation, the time has come for acquiring more sophisticated solutions.

Topics: Cloud-based software, Business analysis, Business analysis module, Advanced reporting capabilities

Tony Solomou
By Tony Solomou
June 14, 2016
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How Microsoft Dynamics NAV Secures Wealth Management in the Cloud

Microsoft Dynamics NAV, like most other ERP solutions, was originally developed for on-premise deployment. With these systems moving to the Cloud, key financial and business information is moving offsite, and it is only natural that organisations be concerned about the security of sensitive data.

Topics: Software as a Service, Cloud Solutions, Recommended, featured, Featured Blog Header, Cloud-based software, Data security

Maxime Wattel
By Maxime Wattel
June 2, 2016
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Migrating Your Financial Data to the Cloud: Can You Keep it All?

90% of data that existed in 2013 had been created merely within the previous two year period (ScienceDaily). While sources such as 24-hour news channels and social media contribute much to the global data pool, individual organisations too are bursting out of their data storage seams.

Topics: Software as a Service, Cloud Solutions, Recommended, featured, Featured Blog Header, Cloud-based software, Data Migration, Information Governance

Maxime Wattel
By Maxime Wattel
May 26, 2016
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