Operational Excellence within the Family Office
There are more solutions, consultants, and services available to Family Offices as compared to just a couple of years ago. If you are still in the technology realm of QuickBooks …
The Family Office as a Business
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” conundrum for Investment Data in the General Ledger. You still cannot have it ALL!
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
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. …
Schwab Advisor Family Office review of key services to support UHNW, Family Office, and Multi Family Office
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 …
Non-Profit Firm leverages KnowLedger to automate entry of investment data into GL.
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 …
Top 5 Reasons to move from QuickBooks
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
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 …
ClarityEdge: bridge the gap on leveraging best of breed approach
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 …
Reimagining Family Office Reporting With Sage Intacct and KnowLedger
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 …