Newest Insights about Digital

masttro
WealthTech

Through a series of interviews with co-founder Domingo Viesca and CEO Padman Perumal, Simple uncovers Masstro's successful strategies for data aggregation for family offices.

All Insights about Digital
Family Office marketing: Key considerations for providers
Family Office marketing: Key considerations for providers
Strategy

Simple's Digital Marketing Manager, Bryan Smith, explains how service providers can leverage...

3 foundational cybersecurity recommendations for family offices
3 foundational cybersecurity recommendations for family offices
Digital

With high stakes risks, robust cybersecurity measures are no longer optional but imperative. By...

Introduction to alternative investment systems for family offices
Introduction to alternative investment systems for family offices
Investments

Alternatives have always been an elusive market for investors. Here, we explore what they are and...

How a portfolio management system can streamline family office operations
How a portfolio management system can streamline family office operations
Software

Portfolio management is one of a family office's most crucial yet time-intensive functions. This...

Real estate in the digital age: Big data, Metaverse and Blockchain
Real estate in the digital age: Big data, Metaverse and Blockchain
Real Estate

For forward-thinking family offices, governance and ownership in the world of Web3 and Blockchain...

Level up your operations with family office technology
Level up your operations with family office technology
Software

Technology is crucial for family offices in order to automate and optimise data, which can help...

How family office reports can meet decision-making needs
How family office reports can meet decision-making needs
Operations

Using the right kind of family office report can help streamline decision-making. We’ve rounded...

How wealth management is adopting digital financial services
How wealth management is adopting digital financial services
Digital

As family offices become more comfortable with digital business transactions, advisers are...

Family office running costs are rising – and why that’s a good thing
Family office running costs are rising – and why that’s a good thing
Digital

In 2020, the costs of running a family office rose, with most of these attributed to staffing and...

How to gain a birds-eye view by understanding family office services
How to gain a birds-eye view by understanding family office services
Operations

Family offices rarely think about their operating costs in basis points – surprising when such a...

Why family offices should be looking to Bitcoin
Why family offices should be looking to Bitcoin
Cryptocurrency

Bitcoin and family offices very logically compliment each other. Family offices aim for long-term...

Blockchain's Potential Within The Family Office
Blockchain's Potential Within The Family Office
Digital

Since it’s capabilities were first promoted to underpin and support Bitcoin over a decade ago...

How to overcome technological stalemate in Australian family offices
How to overcome technological stalemate in Australian family offices
Jurisdictions

Though the family office market in Australia continues to go from strength to strength, it is a...

Five approaches for engaging the next-generation
Five approaches for engaging the next-generation
Next Generation

For many family offices, succession is the most complex and significant challenge faced over the...

Cyber crime, the greatest threat to family businesses?
Cyber crime, the greatest threat to family businesses?
Cyber Security

Statistics reveal that cybercrime is becoming one of the biggest commercial and reputational risks...

Prepare your family business for the digital age
Prepare your family business for the digital age
Communication

Many family businesses are born of the practice of merely "doing something," like tackling a...

Running your family office like a silicon valley startup.
Running your family office like a silicon valley startup.
Software

Family offices have evolved from the mega-money-centric, often hidebound institutions of a bygone...

On building modern and future-ready family offices
On building modern and future-ready family offices
Communication

The common misconception is that the family office asset management style only suits...