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

By Tony Solomou
February 9, 2020

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

By Tony Solomou
December 13, 2019

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

By Tony Solomou
October 16, 2019

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

By Maxime Wattel
July 30, 2019

Do Risks Arise from Within Your Family Office Accounting Software?

The family office industry is flooded with warnings about the threat of cyber crime to their fund accounting software and data security. Digital security agency, Total Digital Security warns:

“Criminal hackers understand risk vs. reward. Family offices are considered prime targets for cyber attacks because the environment is rich with upside...

Topics: Saas family office software, family office financial system, wealth management accounting, investment accounting software, family office accounting software

By Tony Solomou
July 26, 2016

Update from the Cloud Law Conference

A couple of weeks ago, I attended a one day conference on Cloud Law and more specifically reviewing the latest developments in this field. The venue could not be more appropriate than the Law Society's premises in London. This venerable institution was formed all the way back in 1825 and it is one of the most prestigious professional associations of...

Topics: investment accounting software

By Tony Solomou
December 16, 2014

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

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

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

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