Blog

Mar 30, 2021

What Is Outsourced Personal Expense Management and Why Is It So Important for Your Clients?

Steven Edelman

Steven Edelman

Learn How an Enhanced Bill Pay Service Can Help You Create a Better Client Experience

Over the years, the term...

Feb 23, 2021

How to Automate Your Family Office Reporting [A List of Tools]

Marissa Frizzell

Marissa Frizzell

Tools That Can Help You Create Consolidated Financial Reports for Your High-Net-Worth Clients

Wealth management...

Jan 28, 2021

Integrated versus Best of Breed Technology: Which Is Right for Your Family Office?

Dennis Mangalindan

Dennis Mangalindan

Uncovering Key Benefits of Integrated and Best of Breed Fintech Models

If you currently are – or ever have –...

Dec 16, 2020

Using Technology to Create Custom Family Office Reporting

Marissa Frizzell

Marissa Frizzell

How 3 Family Offices Used the Archway Platform’s Parameter-Driven Reporting Suite to Create Custom Client Report...

Nov 24, 2020

5 Questions to Help You Evaluate Your Technology Firm’s Client Service Team

Matt Fultz

Matt Fultz

Why Client Service is a Differentiator among Family Office Software Solutions

When assessing financial technology...

Oct 15, 2020

A Simple Guide to Family Office Software Pricing

Dennis Mangalindan

Dennis Mangalindan

What You Should Know About Common Costs Associated with Family Office Fintech

"How much does your solution cost?"

Sep 30, 2020

How Well Do You Know Your Fintech Vendor's Strategic Direction?

Paul Freeland

Paul Freeland

An Inside Look into the Relentless Development Philosophy at SEI Family Office Services

This isn’t surprising:...

Aug 27, 2020

8 Must-Have Accounts Payable Technology Features for Family Offices

Dennis Mangalindan

Dennis Mangalindan

A List of Capabilities to Look for in an Accounts Payable Solution

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