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...
I want to read about
Hugo Todeschini - December 04, 2024
Connecting Custodian Banks and Brokers: The Elysys Bank Gateway Story
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...
Maxime Wattel - June 27, 2019
Cloud for beginners and why it works for Family Office software
I am sure you have heard of the Cloud and have even used it without even realising, especially if...
Tony Solomou - June 12, 2018
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....
Tony Solomou - August 02, 2016
No Trust for your Family Office Software Without Data Insulation
The implementation of data isolation (insulating cones) within one larger firm, is a practise most...
Tony Solomou - June 28, 2016
Does your wealth management team deserve better digital tools? Read on
In their 2016 World Wealth Report, Cap Gemini asked participators about “the drivers for their...
Tony Solomou - June 21, 2016
How cloud computing is solving the tribulations of family offices
Apart from the general tribulations of the financial industry, such as economic and market...
Looking for an advisor?
