Family Offices
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Sage Intacct Pays Dividends for B-29 Investments
B-29 Investments, LP (B-29) is a private equity firm representing the financial interests of two...
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The Unique Reporting Needs of Family Offices
Single and multi-family offices have unique reporting needs that not all financial management systems can...
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Driving Family Office Performance—3 New Paths for the Data-Driven CFO
As technology evolves family office executives no longer have the luxury of spending time pouring...
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How Wealth and Asset Management Firms Drive Success with Cloud Financials
Many wealth management firms have accelerated cloud adoption in response to a rapidly changing business...
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4 Wealth and Asset Management Technology Trends
In an environment of constant change and disruption, our dependence on technology is in focus...
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