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So think about this, how many Family Offices today that are still running Excel and QuickBooks and there is going to be ~25% growth just in the number of Family …

The “cheap, fast, good” triangle, also known as the “Project Management Triangle,” typically involves trade-offs between three key factors: time, cost, and quality. However, in the context of investment data …

The growth of the “family office” as a business, reviewed in this CNBC article, is a huge opportunity for so many firms to provide services to this new family wealth. …

Details from a published whitepaper from Schwab Advisor Family Office provides insight into the operational needs that will need to come together to provide the appropriate services to the UHNW …

Integrating investment data into a general ledger tailored for non-profit organizations presents several operational challenges. Non-profits often operate under strict regulatory frameworks and accounting standards, such as Generally Accepted Accounting …

Are you using small business solutions for your large business operations. We all grow up sooner or later, in some ways, but the toys of our past youth are simplistic …

Family Office Automation: Onboarding the Technology You Need for the Results You Want Watch or read the news and it can seem like each week ushers in a new technology …

In the following video, Greg Silverman from ClarityEdge talks about how you can bridge the gap on leveraging best of breed approach that can allow a firm to focus on …

Managing a family office’s finances is exponentially challenging when dealing with multiple clients with unique needs. Before developing workflows within an accounting system or leveraging user-defined books and dimensions, as …

In the following video, Andrew Russell from SAOS (Strategic Accounting Outsource Solutions) talks about their use of KnowLedger in their business. As the name implies, SAOS provides outsourced accounting to …