Blog

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 –...

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

Jul 29, 2020

5 Capabilities to Look For in a Partnership Accounting Solution

Dennis Mangalindan

Dennis Mangalindan

Useful Tools to Help Simplify Partnership Accounting for Wealthy Families

Family limited partnerships are one of...

Jun 29, 2020

How SEI's Archway Platform Helped One Family Office Tackle Operational Inefficiencies and Prepare for Change

Chelsea Francis

Chelsea Francis

4 Mini Case Studies Highlighting the Benefits of an Integrated Accounting and Investment Platform

Beginning in...

Apr 29, 2020

Managing the Family Office Bill Payment Process Amid Social Distancing

Marissa Frizzell

Marissa Frizzell

How Digital Bill Pay Tools Can Help You Remotely Manage Bill Approvals, Payments and Expense Reporting for UHNW...

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