Family Office Insights
Insight
Analysis, opinion, and expert commentary on the trends shaping family offices today.
27 insights for “WealthTech”
Data before AI: Why family offices need to fix the foundation first
Two-thirds of family offices want to integrate AI into their wealth reporting, yet only 29%…
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Software that solves real problems for family offices
In tech, shipping out new features fast is standard practice. But it doesn't necessarily mean…
Is your family office software ready for AI?
Tomas Petky, CEO of PetakSys, shares insights into why optimising processes before adopting new technology…
Purpose-built AI to simplify due diligence for family offices
In this article, we explore how Copia Wealth’s purpose-built AI platform, Deal Space, brings speed,…
Family office multi-asset management and reporting
This article, in partnership with FundCount, explains how a unified platform can consolidate accounting, partnership…
From data to dialogue with Masttro Intelligence
Exploring how Masttro Intelligence helps family offices move beyond aggregation, turning complex data into clear,…
The era of professionalised wealth management in India
Simple spoke with Mihir Parekh, Managing Director of WealthSpectrum (Applied Software Pvt Ltd), to get…
Vyzer’s creation story
Simple sat down with Litan Yahav, co-founder and CEO, to find out how the platform…
A unified general ledger for family office accounting
This article encourages family offices to explore platforms that offer a unified accounting solution for…
Beyond the hype: A candid conversation on AI in wealth tech
Simple’s Strategic Partnership Lead, Jimmy Otterdijks, shares his candid take on AI for family offices.…
Shaping family office wealthtech in Singapore and beyond
In this article, Simple speaks with Canopy’s CEO, Mu Chen, to gain first-hand insight into…
Sovereign wealth fund strategies for family offices
This article examines why adopting sovereign wealth fund (SWF) strategies is vital for family offices…
Family office software: Forging successful partnerships
To gain valuable insights about successful partnerships between software providers and family offices, Simple interviewed…
73% of family offices demand integrated investment software
This article explores how emerging full-stack digital family office and accounting solutions, such as the…
AI and family offices: A new era of venture capital
Family offices are increasingly drawn to venture capital as a way to diversify their portfolios…
The hidden costs of not adopting modern tech
In this article, Ken Gamskjaer, CEO & Co-founder of Aleta, offers valuable insights into the…
Solving pain points of family office payments
In this insight, we explore BOBO’s approach to solving payment pain points and how it’s…
From founder to family office
Discover how first-generation a family office founder can leverage modern software to maintain control, streamline…
LegalTech for family offices
Explore the rise of Family Office 3.0, where innovation meets tradition, cybersecurity is paramount, and…
How Masttro defines data aggregation for family offices
Through a series of interviews with co-founder Domingo Viesca and CEO Padman Perumal, Simple uncovers…
Excel vs. Efficiency: Three challenges family offices face with private market data
Family offices, particularly those managing private market investments, have embraced the idea that their decisions…
Simplifying ESG reporting for family offices
This article explores the dynamics of ESG considerations for family offices, the pitfalls to avoid,…
Wealth Management Solutions: Elevating Multi-Family Office Expectations
Simple sits down with Crispin Rolt, the COO of Performativ, to discuss how a Multi-Family…
5 Emerging WealthTech innovations for family offices
Explore the top five WealthTech innovations revolutionising wealth management for family offices. From AI-driven analytics…