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: Family Office ERP, Wealth management financial systems, portfolio accounting software, Best family office software

Tony Solomou
By Tony Solomou
August 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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