Cloud for beginners and why it works for Family Office software

 

Topics: Software as a Service, Best family office software, Cloud vs. On-premise software, Microsoft Dynamics NAV, Family Office ERP, Family Office Solutions, Cloud Financial systems, cloud wealth management system, Family office financial systems, family offce software

Maxime Wattel
By Maxime Wattel
June 27, 2019
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Selection of Family Office Software: The Top Challenges Today

The first Family Offices were established in the prosperous late 1900's, more than a century ago. Great American entrepreneurs such as Judge Thomas Mellon, John D. Rockefeller and Henry Phipps were some of the first individuals who recognized a need for centralized management of their business fortunes for the sake of the future generations of...

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

Tony Solomou
By Tony Solomou
June 12, 2018
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No Trust for your Family Office Software Without 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: Best family office software, Family Office ERP, Wealth management financial systems, portfolio accounting software

Tony Solomou
By Tony Solomou
August 2, 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: Best family office software, Best Wealth accounting software, featured, Wealth Accounting Software, Family Office Solutions, loans accounting software

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: Best family office software, Best Wealth accounting software, featured, Wealth Accounting Software, Family Office Solutions, loans accounting software

Tony Solomou
By Tony Solomou
June 21, 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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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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In the Wake of Panamagate: The Importance of Maintaining Transparency

The leaked Panama Papers is probably the biggest news in the finance world since the 2008 crash of the financial markets. Without wanting to sound cynical, for a large percentage of the readers of the financial press and most industry cognoscenti, none of the revelations came as a surprise. Nonetheless, seeing so much of the dirty underworld of tax...

Topics: Best family office software, Best Wealth accounting software, featured, loans accounting software

Tony Solomou
By Tony Solomou
April 14, 2016
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