Can your family office systems cope with generational advancement

Have you made the right strategic planning for the future of your Family Office?

Family Offices have been around in their modern form since the early 19th century, originating with the first explosion of wealth in the US. The Rockefellers are often quoted as one of the earliest established family offices and it still exists today.

Topics: family office software, Fund accounting Software, investment accounting software

Tony Solomou
By Tony Solomou
February 9, 2020
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The power of analytics in a family office

Does your family office get all the benefits it can from analytics?

It's worth spending a few minutes to understand what data analytics is, even if the term is so widely used in business that it may sound as if I am stating the obvious. I like the following definition from a search on the internet. The article expands on the details of the subject and...

Topics: family office software, Fund accounting Software, investment accounting software

Tony Solomou
By Tony Solomou
December 13, 2019
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Is your Family Office Software ready to face the next market downturn?

Is your Family Office Software ready to face the next market downturn?

Global economic indicators are currently pointing in the direction of a financial market downturn. Investment advisors are now looking to safeguard family office wealth when this becomes reality.

Topics: family office software, Fund accounting Software, investment accounting software

Tony Solomou
By Tony Solomou
October 16, 2019
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What makes Microsoft 365 Business Central perfect for Family Offices?

Background

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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The Elysys Way: Family Office Software

Since 2008 Elysys has been working with CEO’s of family offices and individual investors to create flexible financial accounting and wealth management software that deliver uncomplicated processes to:

  • record financial transactions,
  • deliver basic performance evaluation and reporting,
  • simplify financial management tasks such as bank and cash management,...

Topics: Wealth Accounting Software, family office software, Fund accounting Software, Fund management software

Tony Solomou
By Tony Solomou
May 29, 2018
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Tougher Regulatory Environments? Assess Your Fund Accounting Software

The winds of compliance have become considerably tougher on financial organisations over the last couple of years. Revelations such as the Panama documents leak have been adding nails in the coffin for family offices, Fund managers that have been enjoying smooth sailing in foreign countries with minimal to zero auditing requirements.

Topics: Family Office Solutions, Wealth management compliance, family office software, family office compliance, Fund accounting Software, Fund management software

Tony Solomou
By Tony Solomou
April 19, 2018
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Investment Performance Analysis for your Family Office 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

Tony Solomou
By Tony Solomou
July 19, 2016
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