How to improve Family Office's cyber-security

Would you be surprised to learn that 26% of Family Offices have suffered some kind of a cyber attack?  

Topics: Cybersecurity and Wealth Management, Wealth Accounting Software, Family Office Solutions, cloud wealth management system, family office software, Fund accounting Software, wealth management accounting, family offce software

Tony Solomou
By Tony Solomou
May 26, 2021
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How Family Offices can use automation to overcome the data entry challenge

We can’t imagine anyone disagreeing with us that data entry is a laborious and repetitive task. Occasionally, it can serve as a welcome break from projects that require lots of skill and concentration, but when data entry must be done and done correctly it becomes very hard work and something that very few of us would want to engage in as a daily job.

Topics: Wealth Accounting Software, Investment management solutions, Family Office Solutions, portfolio management, family office software, HNWI financial systems, Wealth Management software, Fund accounting Software, family office financial system, innvestment accounting software, family offce software, Wealth Management digital transformation, Fund management software

Tony Solomou
By Tony Solomou
February 21, 2021
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What makes Microsoft 365 Business Central perfect for Family Offices?

Single and multi-family offices are developing into private banks, providing more and more services to their beneficiary owners. But they are in need, like any other business, to take the digital transformation turn.

Topics: family office software, loans accounting software, Wealth Management software, Fund accounting Software, Family office financial systems, family office financial system, investment accounting software, family office accounting software, family offce software

Maxime Wattel
By Maxime Wattel
July 30, 2019
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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 you have streamed music or accessed an email account like Gmail, Hotmail or Yahoo.

Topics: Software as a Service, Best family office software, Cloud vs. On-premise software, Microsoft Dynamics NAV, Family Office ERP, Family Office Solutions, Cloud Financial systems, cloud wealth management system, Family office financial systems, family offce software

Maxime Wattel
By Maxime Wattel
June 27, 2019
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Portfolio performance measurement, a modern approach

One of the challenges facing buy-side Investors, whether institutional or private, is to get accurate investment and portfolio returns out of their financial software. Nowadays, the value of your data is key, but most of it is unstructured. Organising that data can be time-consuming and have a high margin for error when done manually. 

Topics: family offce software, Fund management software

Maxime Wattel
By Maxime Wattel
May 29, 2019
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Cloud-Based Wealth Management Software: The Secret of Pacesetters

Although the wealth management industry is flocking to Cloud computing services, a research study by IBM Center for Applied Insights points out that differing approaches taken to planning and implementing SaaS is likely to lead to significantly impacts business outcomes.

Topics: Best family office software, Wealth Accounting Software, loans accounting software, wealth digital transformation, family offce software

Maxime Wattel
By Maxime Wattel
May 19, 2016
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