Newest Insights about Software

portfolio management software family office
Portfolio Management

In this article, Ethan Bonar, CEO of CFO Family Office Reporting, explains in four steps how family offices can switch portfolio management software. In each step, he details the necessary tasks, offering valuable insights on how family offices can manage the transition successfully.

All Insights about Software
alternative investments
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...

portfolio management
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...

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...

family office tools
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...