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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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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