We are very excited we have been chosen as a finalist in the Best International Platform category at the International Investment Awards 2021.
Topics: Software as a Service, Best family office software, Wealth Accounting Software, Wealth Management, Family Office Solutions, portfolio performance, family office software, Wealth Management software, Fund accounting Software, family offce software
It is an honour to be invited to present at the Global Partnership Family Offices (GPFO) virtual forum about "Wealth Platforms & Back Office Systems" in their Family Office Solutions (FOS) Series 2021 on March 25th at 10am (GMT).
Topics: Best family office software, Wealth Accounting Software, Wealth Management, Wealth Management ERP, Family Office Solutions, cloud wealth management system, family office software, SaaS Family office system, Fund accounting Software, Family office financial systems, family office financial system, investment accounting software, family offce software, Fund management software
WELCOME to Maxime Caty, our new FinTech Consultant.Maxime is an expert in both Nav and Business Central, although, throughout his long career, he has also applied his skills to several unique projects for Carmat (artificial hearts) and a Swiss wine producer.Although Maxime is dedicated to supporting our clients, he is also working on an exciting project...
Topics: Best family office software, Wealth Accounting Software, Wealth Management, Wealth Management ERP, Family Office ERP, Family Office Solutions, Enterprise Wealth management, Wealth financial system migration, cloud wealth management system, HNWI financial systems, family office compliance, Fund accounting Software, Family office financial systems, family office financial system, wealth management accounting, investment accounting software, family office accounting software, family offce software
Barcelona — Nov. 4-6, 2013
Topics: Wealth Management, Wealth Management ERP
