Will diversifying your portfolio help it grow?

We all know the financial market is harder today than it has ever been, relying on traditional investments are not providing the return they once did. To combat this, investors are increasingly looking at broadening their portfolio contents, and more specifically looking at the expansion of the alternative assets share of these portfolios.

Topics: family office software, Fund management software

Maxime Wattel
By Maxime Wattel
April 16, 2019
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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: family office software

Maxime Wattel
By Maxime Wattel
July 5, 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, Best family office software, Best Wealth accounting software, featured, Wealth Accounting Software, loans accounting software

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: Wealth management financial systems, Enterprise Wealth management, End-to-end portfolio management, Cloud Financial systems, Wealth financial system migration

Maxime Wattel
By Maxime Wattel
May 26, 2016
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Cloud-Based Wealth Management Software: The Secret of Pacesetters

Although the wealth management industry is flocking to Cloud computing services, a research study by IBM Center for Applied Insights points out that differing approaches taken to planning and implementing SaaS is likely to lead to significantly impacts business outcomes.

Topics: Best family office software, Wealth Accounting Software, loans accounting software, wealth digital transformation, family offce software

Maxime Wattel
By Maxime Wattel
May 19, 2016
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From Legacy to NAV: Financial Data Migration

Are you considering upgrading your financial software from a legacy system to Microsoft Dynamics NAV, either in the Cloud or on-premise? Perhaps your consideration is motivated by the benefits of Microsoft’s financial software for your wealth management. Benefits such as:

  • Streamlining your back and front office for enhanced operational efficiency
  • ...

Topics: Software as a Service, Best family office software, Best Wealth accounting software, featured, Wealth Accounting Software, Microsoft Dynamics NAV, loans accounting software

Maxime Wattel
By Maxime Wattel
May 12, 2016
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Considerations in Selecting a Software Solution for Your Single Family Office

The CEO that goes shopping for a software solution for their Single Family Office is quickly confronted with the fact that this is no one-size-fits-all buyer’s journey.

Topics: Software as a Service, Best family office software, Best Wealth accounting software, featured, Wealth Accounting Software, Investment management solutions, SFO, Wealth Management, loans accounting software

Maxime Wattel
By Maxime Wattel
May 5, 2016
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Moving Your Family Office Software to the Cloud

Family Offices have a lot to win from moving their wealth accounting software to the Cloud; reducing the administrative load, enhancing operational efficiency by streamlining internal and client communications, and outsourcing the expense and hassle of IT services and infrastructure. Despite these and other benefits, making the move to Cloud has the...

Topics: Best family office software, Best Wealth accounting software, Wealth Accounting Software, Investment management solutions, Wealth Management

Maxime Wattel
By Maxime Wattel
April 28, 2016
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