Tony Solomou - February 28, 2023
How can a good family office software help with effective budgeting
Effective budgeting is important for a family office, as it helps to ensure that the family's...
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Tony Solomou - January 31, 2023
What are the trends for Single Family Offices this year?
The primary goal of a single family office (SFO) is to provide comprehensive wealth management...
Tony Solomou - December 30, 2022
What are the top 5 essential features of family office software?
The technology that helps family offices manage complex wealth has really moved forward over the...
Tony Solomou - November 30, 2022
Selection of Family Office Software: The Top Challenges Today-revised
Back in 2018, I wrote a blog on the subject of what I believed to be the challenges in selecting...
Maxime Wattel - October 31, 2022
5 tips for best-in-class onboarding a new family office software
Onboarding a new software is critical for any company, but it is especially important for family...
Tony Solomou - September 30, 2022
Choosing the Right Software for Your Family Office - revised
Back in 2016 we wrote a blog explaining what software solutions Family Offices were looking for,...
Elysys - August 20, 2022
10 financial software terms every family office should know
A glossary of terms used by family office software providers The financial industry is renowned for...
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