Apr 20, 2022

What Types of Software Do Family Offices Use?

Paul Francis

Exploring the Family Office Technology Ecosystem

Dec 21, 2021

Five Ideas to Include on Your Family Office Solution Wish List

Chelsea Francis

Looking Beyond Functionality as You Evaluate Family Office Technology Providers

Jun 29, 2021

How to Evaluate Your Family Office’s Alternative Asset Reporting Process

Paul Francis

A Short Checklist to Help Family Offices Identify Alternative Investment Reporting Inefficiencies

Aug 27, 2020

8 Must-Have Accounts Payable Technology Features for Family Offices

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

Useful Tools to Help Simplify Partnership Accounting for Wealthy Families

Nov 26, 2019

Integrated Technology for Family Offices and High-Net-Worth Individuals

Paul Francis

Financial Tools to Consider When Designing Your Family Office WealthTech Stack

Oct 31, 2019

Why Family Offices are Replacing Industry-Agnostic Software with Integrated Accounting and Investment Tools

Dennis Mangalindan

A Compilation of Five Common Pain Points Experienced by Family Offices Using Out-of-the-Box Software Solutions