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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The Elysys Way: Family Office Software

Since 2008 Elysys has been working with CEO’s of family offices and individual investors to create flexible financial accounting and wealth management software that deliver uncomplicated processes to:

  • record financial transactions,
  • deliver basic performance evaluation and reporting,
  • simplify financial management tasks such as bank and cash management,...

Topics: Wealth Accounting Software, family office software, Fund management software, Fund accounting Software

Tony Solomou
By Tony Solomou
May 29, 2018
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Tougher Regulatory Environments? Assess Your Fund Accounting Software

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, Fund managers that have been enjoying smooth sailing in foreign countries with minimal to zero auditing requirements.

Topics: Family Office Solutions, Wealth management compliance, family office compliance, family office software, Fund accounting Software, Fund management software

Tony Solomou
By Tony Solomou
April 19, 2018
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Investment Performance Analysis for your Family Office Software

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: Best Wealth accounting software, Family Office ERP, Family Office Solutions, portfolio management software, Wealth Accounting Software, Performance Analysis, family office software, Fund accounting Software

Tony Solomou
By Tony Solomou
July 19, 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: family office software

Maxime Wattel
By Maxime Wattel
July 5, 2016
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Do you believe in Cloud security for the Wealth Management Industry?

     

INTRODUCTION

Hello again. In a previous posting I raised the flag in favour of SaaS for finance industry and more specifically Family Offices. I also expressed the sentiment that cloud security is the main concern. The fight against hackers and other malevolent parties who are out there to steal your data goes on and it has now become a fact of...

Topics: cloud wealth management system, Saas family office software, family office software, HNWI financial systems, SaaS Family office system

Tony Solomou
By Tony Solomou
November 6, 2014
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