Resource Library

Discover the key challenges associated with manual bookkeeping, the data architecture needed for automation and how bookkeeping automation can serve as a foundation for the digitalisation of other trustee services. 

The partnership between family offices and their private banks is complex and requires a bespoke approach to each family. We interviewed a series of private bankers to discover what family offices expect from their private banking partners. Learn more in our latest research report.

The way family offices manage investments needs a modern update. Discover how your family office can use technology to create a more data-driven approach to investment management.

As a new generation of wealth owners emerges, with greater expectations of transparency and increased reporting, trustees without near-real-time access to quality data will struggle to meet their requirements. Find out how trustees can deliver.

Family office staff are increasingly bogged down in spreadsheets and legacy systems that struggle to keep up. How can they use technology to reclaim their time to focus on deepening relationships with families and growing their business?

Clients now expect a rich flow of timely information at their fingertips, and industry consolidation continues apace. Automating trust administration is the answer. How can trustees rise to the challenge?

A comprehensive guide to risk management, featuring insights from asset management and due diligence professionals.

 

To provide high-quality consolidated reporting, family offices must first navigate a host of complex data challenges. Find out how they can deliver. 

A sophisticated risk management is critical to an asset managers' ability to attract capital. But how much does it really cost to set up in the first place? Find out in this whitepaper.