Newest Insights about Software

Switching portfolio management software for family offices

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.

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

Software

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

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...

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...

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