If you’re like most firms looking to implement a new back-office accounting platform, you shortlist vendors, get demos, select the best fit, sign the contract, and then sit back thinking your job is done. Unfortunately, it’s not quite that simple. No matter how stellar the vendor or how much information you shared with them regarding…
Ensure Your Success: Checklists for Implementing and Upgrading Software
Whether you are installing a new system or upgrading existing software, you’ll want to ensure a smooth process with minimal delays. Our best practices checklists include self-assessment questions to get you started on the right foot and take you over the finish line to success. Download the checklists now!
How To Reduce Risk In Selecting Investment Accounting Software
Behind any new software automation project lies change. And risk. Understanding the potential pitfalls upfront can help investment professionals expertly navigate the challenges of choosing the right back-office investment accounting solution. Watch this 45-minute webinar for tips from James Haluszczak, Managing Partner of SteelBridge Consulting, and FundCount’s Ashley Whittaker, President, Global Sales, on how to…
Bitcoin or Bust: Why Cryptocurrency is Here to Stay
Investing in Bitcoin, or any cryptocurrency, is not for the faint of heart. Originally launched in 2009, Bitcoin has climbed and crashed several times over the years. But none of this compares to the rollercoaster ride that started in 2017. It culminated recently with an incredible four-month rally that saw Bitcoin rise from a little…
Selecting Software: Lead with Effective Solutions not Visualizations
Why do family offices, hedge funds, and other asset management firms spend thousands of dollars on back-office accounting and reporting software? What may sound like a trick question is instead an earnest query with a straightforward answer: companies purchase accounting software – or any software for that matter – to solve day-to-day problems and achieve…
What the Volcker Rule Changes Mean for Family Offices
It seems as if the Volcker Rule has been in the spotlight for as long as anyone can remember. Now, several much-anticipated revisions are shining that light even brighter. Officially known as Section 619 of the Dodd-Frank Wall Street Reform and Consumer Protection Act, the Volcker Rule was adopted on April 1, 2014. Its purpose…
The 5 Pillars of Good Governance for Family Offices
It’s no secret, family offices are complicated. Multiple generations and overall family dynamics – which can be tempestuous in any family – are compounded by numerous business ventures, entity structures, global real estate investments, vacation homes, foundations, trusts and various other assets. Together they form a potent cocktail of complexity Welcome to the world of…
Data Visualization: Unlock Insight and Gain a Competitive Edge
The use of images for communication predates the written word by thousands of years, so it’s not surprising that the human brain has evolved to process visual information more quickly than text or data. In fact, a lot more quickly. Visual images can be processed 60,000 times faster than text. And that’s significant because 90…
COVID-19 Highlights Need for Real-Time View of Your Assets
If the health implications of COVID-19 aren’t enough to make you feel uneasy, the recent market gyrations are bound to rattle even the most steadfast investor. Turmoil in the financial markets is always unsettling. But there’s nothing like a pandemic to expose shortcomings in your accounting and reporting software. Particularly in uncertain times like these,…
