News, Comment & Analysis results for FundCount
How Creating Financial Order Gives UHNW Clients A "Single Point Of Truth"
This news service recently spoke to an award-winning US firm that specializes in accounting, bill
Webinar: How Family Offices, Advisors Handle Data Challenges, Accelerating Tech
In a recent video panel, this news service was joined by senior industry figures, including the
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family
CAIS Taps Demand For Wider Alternative Investment Access
Everyone seems to be talking about private market investing - "alternative investment" - these
Family Wealth Report Awards: Video Interviews - Summitas, FundCount
Here are more video interviews with the firms and individuals who won at our North American awards,
EXCLUSIVE: Winners Of Family Wealth Report 2021 Awards
Here is a list of the firms and people honored in the 2021 Family Wealth Report awards program.
Why Are Family Offices Still Searching For A “Single Source Of Truth”?
Accounting and investment reporting are notorious pain points for family offices, but this
New Research: Wealth Tech Traps, As Told From The Front Line
WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from
EXCLUSIVE: Winners Of Family Wealth Report 2020 Awards
Here are the comments made by judges about the winners and the highly commended organizations and
Preview: Family Office Fintech Summit, March 17
One of the major points in this new organization's conference calendar, and a marquee event for the