Across multiple surveys of family office software users, cybersecurity is consistently the single most important and commonly identified item of concern. The potential breach of the family office IT system… CONTINUE
A Universal Family Office Platform: Is It Possible?
“Tailor-made” is a popular expression that suggests a great fit for a given need or situation. A great fit can be fantastic if achieving that right fit doesn’t require exorbitant… CONTINUE
Family Office Trends for 2022
Introduction Charles Darwin wrote that the strongest and most intelligent members of a species are not the ones that survive. Instead, the strongest and most intelligent ones are those “most… CONTINUE
Bill-Pay Reimagined for the Family Office
Bill-pay in a family office—what does it look like? The process starts when a product or service is purchased, and the office receives a vendor invoice for payment. That invoice… CONTINUE
Reimagining Family Office Cybersecurity and IT Excellence
If your family office is still using on-premises IT infrastructure, such as in-house servers running your applications, you probably are taking significant unnecessary security and compliance risks. You’re also wasting… CONTINUE
Reimagining Data Aggregation in the Family Office
Aggregating data for reporting, planning, and performance tracking is one of the most essential requirements for any family office. Its importance continues to grow. As the hub for a wide… CONTINUE
Direct Investing by Family Offices: The Barbell Challenge
The direct investing process for family offices is an ever-increasing “barbell” challenge. Initially there is the process of evaluation and due diligence around the proposed investment, and then once the… CONTINUE
How Proposed Changes with Bill H.R. 4620 May Affect Your Family Office
What does this new bill mean for your family office?
Featured in FORBES 2020 Family Office Software Roundup
The Simple team completed a survey of Family Office software for Forbes magazine which included Eton Solutions.