It is important to stay ahead of the curve in an economic and technological environment where things are evolving so profoundly. Committing to a new accounting software system is a big endeavor. It impacts how you set up your workflow and it requires at least a temporary disruption as your team members transition and get…
Archives for April 14, 2023
How to Choose a Software Suite for Your Family Office
A number of good packages are available from vendors such as SEI Archway, AltaReturn, FundCount, Eton Solutions, Addepar or Asset Vantage. But how do you know which one is specifically right for you? The purpose of this guide is to help you better assess that question by breaking it down into four key areas to…