Family office bill pay solutions are the tools, workflows, and (often) service providers used to manage invoice intake, approvals, payments (ACH/wire/check), documentation, and accounting coding across a family’s entities, while maintaining strong controls, privacy, and auditability. In a family office context, bill pay isn’t a “simple administrative task”; it’s a high-risk operational function that intersects…
Fractional Family Office: Definition, Structure, Services, and Implementation Guide
A fractional family office is an operating model where a family (or the advisors serving them) gets family-office-level capabilities—often through part-time leadership and modular specialists—without building a fully staffed single-family office. In practice, it means engaging experienced professionals (e.g., fractional CFO/COO, controller, investment oversight) and a fit-for-purpose reporting stack, scaled to the family’s complexity and…
Virtual Family Office: Structure, Setup, Costs, and AUM Thresholds
A virtual family office is a technology-enabled operating model where a family (or the family’s advisory team) outsources some or all traditional family office functions—such as administration, accounting, reporting, and coordination—without building a full in-house office. If you’re asking what a virtual family office is, the simplest definition is: a family office “run as a…
4 Best Hedge Fund CRM Software
Hedge fund CRM software is less about “sales pipelines” and more about investor relations (IR) execution: capturing every touchpoint, staying audit-ready, running targeted outreach, answering DDQs quickly, and delivering a clean, controlled investor experience (often via a portal). Below is an analytical, neutral comparison of four strong options, each with a different “best fit” profile….
3 Best Private Equity CRM Software
Private equity firms don’t buy CRMs to “track leads.” They buy them to institutionalize relationships, run repeatable deal execution, and produce reliable pipeline visibility across sourcing → diligence → IC → closing → monitoring. A true private equity CRM is built around relationship intelligence, deal workflows, permissions, and reporting across the investment lifecycle. This guide…
Top 5 Asset Management Client Reporting Solutions
Client reporting is where trust is won or lost. Whether you’re producing quarterly investor packs, LP statements, factsheets, or family office reporting, the best client reporting asset management software does three things well: turns messy multi-source data into a reliable dataset, calculates performance in a way you can defend, and delivers reports/portals at scale without…
Addepar Alternatives and Competitors: 7 Options for Wealth Managers & Family Offices
Addepar is widely used for data aggregation, analytics, and portfolio reporting, including workflows like portfolio trading/rebalancing and modeling on top of aggregated data. But “Addepar alternative” searches usually come from teams that need one (or more) of the following: Accounting-grade reporting (general ledger, partnership/entity accounting, reconciled financial statements) rather than a reporting layer alone A…
5 Best Family Office CRM Software
A family office CRM is the system your team uses to manage: People and relationships: family members, beneficiaries, trustees, attorneys, accountants, investment partners, and service providers Entities and structures: trusts, LLCs, foundations, holding companies, and “who is related to whom” Service workflows: onboarding, approvals, recurring reviews, requests (bill pay, distributions, documents), tasks, and internal accountability…
Family Office Investment Strategy: How Family Offices Build Portfolios and Execute Over Time
A family office investment strategy is not just an asset allocation pie chart. It is the full system a family uses to set objectives, choose what to invest in, decide who approves investments, and monitor results across public and private markets. It also answers practical questions people ask all the time, like how family offices…
