Family-Office Wealth Management Blog | Elysys

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

By Maxime Wattel
July 30, 2019

Do your Wealth Management Employees Deserve Better Digital Tools? Read on!

In their 2016 World Wealth Report, Cap Gemini asked participators about “the drivers for their interest in and adoption of digital tools in their wealth management practice”. The second highest ranked response was “the ability to work on-the-go through remote log-ins on their workstation”.

Topics: Best family office software, Best Wealth accounting software, featured, Wealth Accounting Software, Family Office Solutions, loans accounting software

By Tony Solomou
June 28, 2016

How Cloud Computing is Solving the Great Tribulations of Family Offices

Apart from the general tribulations of the financial industry, such as economic and market volatility and increasingly stringent regulations, family offices face challenges particularly pertinent to smaller financial organisations.

Topics: Best family office software, Best Wealth accounting software, featured, Wealth Accounting Software, Family Office Solutions, loans accounting software

By Tony Solomou
June 21, 2016

How Microsoft Dynamics NAV Secures Wealth Management in the Cloud

Microsoft Dynamics NAV, like most other ERP solutions, was originally developed for on-premise deployment. With these systems moving to the Cloud, key financial and business information is moving offsite, and it is only natural that organisations be concerned about the security of sensitive data.

Topics: Software as a Service, Best family office software, Best Wealth accounting software, featured, Wealth Accounting Software, loans accounting software

By Maxime Wattel
June 2, 2016

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

By Maxime Wattel
May 19, 2016

From Legacy to NAV: Financial Data Migration

Are you considering upgrading your financial software from a legacy system to Microsoft Dynamics NAV, either in the Cloud or on-premise? Perhaps your consideration is motivated by the benefits of Microsoft’s financial software for your wealth management. Benefits such as:

Streamlining your back and front office for enhanced operational efficiency
...

Topics: Software as a Service, Best family office software, Best Wealth accounting software, featured, Wealth Accounting Software, Microsoft Dynamics NAV, loans accounting software

By Maxime Wattel
May 12, 2016

Considerations in Selecting a Software Solution for Your Single Family Office

The CEO that goes shopping for a software solution for their Single Family Office is quickly confronted with the fact that this is no one-size-fits-all buyer’s journey.

Topics: Software as a Service, Best family office software, Best Wealth accounting software, featured, Wealth Accounting Software, Investment management solutions, SFO, Wealth Management, loans accounting software

By Maxime Wattel
May 5, 2016

In the Wake of Panamagate: The Importance of Maintaining Transparency

The leaked Panama Papers is probably the biggest news in the finance world since the 2008 crash of the financial markets. Without wanting to sound cynical, for a large percentage of the readers of the financial press and most industry cognoscenti, none of the revelations came as a surprise. Nonetheless, seeing so much of the dirty underworld of tax...

Topics: Best family office software, Best Wealth accounting software, featured, loans accounting software

By Tony Solomou
April 14, 2016

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