How Technology is Helping Family Offices Become More Efficient, Effective, and Sustainable
Elysys | Family-Office Wealth Management Blog
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7M ago
Family offices are facing a number of challenges in today's complex and ever-changing world. From managing complex investment portfolios to navigating global tax laws, family offices need to be able to operate efficiently and effectively. Technology is playing an increasingly important role in helping family offices to meet these challenges ..read more
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The Top 10 Family Office Reporting Best Practices: Unlocking Efficiency and Transparency
Elysys | Family-Office Wealth Management Blog
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8M ago
Family offices play a crucial role in managing the wealth and assets of high-net-worth families. To ensure effective decision-making and maintain strong relationships with family members and stakeholders, clear and comprehensive reporting practices are vital.  ..read more
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What is best in class customer service from your family office software provider
Elysys | Family-Office Wealth Management Blog
by
9M ago
At Elysys, our commitment to excellence goes beyond delivering cutting-edge solutions for family offices. We take pride in providing best-in-class customer service that enhances the experience and fosters a seamless partnership. In this blog post, we will delve into the essence of best-in-class customer service from your family office software provider, after all, when it comes to family office software, customer service is just as important as the software itself. If you can't get the help you need when you need it, the software is essentially useless.   Family offices deal with complex ..read more
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5 essential questions to ask when meeting a family office software provider
Elysys | Family-Office Wealth Management Blog
by
10M ago
In today's fast-paced and complex financial landscape, finding the right software provider to meet the unique needs of your family office is paramount. Whether you're seeking a robust tool for portfolio management, document organization, or family governance, a family office software provider can offer invaluable solutions. However, before forging a partnership, it's crucial to ask the right questions to ensure a seamless fit. In this article, we'll delve into the five key questions you should be ready to answer when meeting a family office software provider ..read more
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Considerations in selecting a software solution for your family office - Revisited
Elysys | Family-Office Wealth Management Blog
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1y ago
Back in 2016 we wrote a blog explaining what software solutions Family Offices were looking for, depending on their size and structure. If you feel like reading the original story, you can find it here ..read more
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10 financial software terms every family office should know
Elysys | Family-Office Wealth Management Blog
by
1y ago
A glossary of terms used by family office software providers The financial industry is renowned for abbreviations, acronyms and jargon. This can make it a minefield for a layman, those of us who do not understand the intricacies of financial speak. Family offices, sitting within the financial industry, can have even more complicated terms and references, so unique sometimes that one family office might not understand another ..read more
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Why digital transformation is now a race, rather than a long-term aspiration for family offices.
Elysys | Family-Office Wealth Management Blog
by
1y ago
Industry transformation is happening as we speak and the financial industry is undergoing digital transformation in order to stay competitive, meaning the old approach of slow and steady no longer wins the race ..read more
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3 things to bear in mind now that uncertainty has set in
Elysys | Family-Office Wealth Management Blog
by
1y ago
Russia‚Äôs recent invasion of Ukraine has certainly changed the viewpoint of investors for the short and medium-term. Added to the Covid lockdowns, supply chain issues and other geopolitical factors, the outlook of higher interest rates and the end of unlimited money growth, the attention of investors is now shifting towards a different direction. Higher inflation and the suspicion that this will persist in the near future, are adding to concerns that wealth protection will become a riskier and more volatile activity.  ..read more
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3 ways Elysys family office software can support alternative investments
Elysys | Family-Office Wealth Management Blog
by
2y ago
In the past custodians would defer to investing in traditional assets, such as stocks, bonds and mutual funds. But now alternative investments are on the rise ..read more
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How to improve Family Office's cyber-security
Elysys | Family-Office Wealth Management Blog
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3y ago
Would you be surprised to learn that 26% of Family Offices have suffered some kind of a cyber attack?   ..read more
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