Family Office and Private Wealth Software Providers Review

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Private wealth owners around the globe are busy retooling their operations to supercharge their services. At Simple, we often asked for our top family office software recommendations for family offices. We believe that choosing family office technology should not be a matter of opinion – but a matter of fit.

Table of Contents

1. Finding Software is a Pain

2. Methodology

3. Understanding family offices

0. The context

0. Software pains

0. What really matters

4. Provider insights

0. Reporting first

0. SFOs first

0. Small companies for big money

0. Centres of wealth

0. Transaction VS. holdings

0. Pricing models

0. Microsoft dominance

0. The two groups of AUM

0. Connecting behind the scenes

5. Tips for building your tech stack

6. The future of family office software

7. Top Family Office Software Providers

Tools

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Digital
Published on Simple October 12, 2020
By Bijan Farsijani , Francois Botha

This review is available exclusively to Simple members.

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Simple solutions for complex times.