Blog

Nov 24, 2020

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

Michael Hansford

Michael Hansford

Why Client Service is a Differentiator among Family Office Software Solutions

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

Sep 30, 2020

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

Chelsea Francis

Chelsea Francis

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

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

Jun 26, 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

Apr 29, 2020

Managing the Family Office Bill Payment Process Amid Social Distancing

Eric Sampson

Eric Sampson

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

Mar 26, 2020

Why Your Fintech Provider's Approach to Product Development is Important

Mel Roberts

Mel Roberts

3 Traits Family Offices and Financial Institutions Should Look for in an Innovative Fintech Firm

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