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
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: Best family office software, Family Office ERP, Wealth management financial systems, portfolio accounting software
The primary goal of the family office is to maintain the capital of the family and to provide revenue to beneficiaries. With prevailing global low interest rates, family offices are forced to rely heavily on investing to fulfil this mandate of generating return on family assets.
Topics: Best Wealth accounting software, Wealth Accounting Software, portfolio management software, Family Office ERP, Performance Analysis, Family Office Solutions, family office software, Fund accounting Software
