Purpose-built AI to simplify due diligence for family offices

In this article, we explore how Copia Wealth’s purpose-built AI platform, Deal Space, brings...

This article, in partnership with FundCount, explains how a unified platform can consolidate...

In this article, Peter Shanley, a former ADF Special Operations veteran and co-founder of Accordant...

This article explores what’s changed in the family office software industry, particularly when it...

Simple spoke with Mihir Parekh, Managing Director of WealthSpectrum (Applied Software Pvt Ltd), to...

Simple sat down with Litan Yahav, co-founder and CEO, to find out how the platform addresses the...

This article encourages family offices to explore platforms that offer a unified accounting...

Simple's Strategic Partnership Lead, Jimmy Otterdijks, shares his candid take on AI for family...

In this article,  Simple speaks with Canopy's CEO, Mu Chen, to gain first-hand insight into Asia's...

In this article, Ethan Bonar, CEO of CFO Family Office Reporting, explains in four steps how family...

In this article, Simple Expert Kjartan Rist discusses stablecoins, their growing role in...

This article examines why adopting sovereign wealth fund (SWF) strategies is vital for family...

To gain valuable insights about successful partnerships between software providers and family...

This article explores how emerging full-stack digital family office and accounting solutions, such...

Family offices are increasingly drawn to venture capital as a way to diversify their portfolios and...

Imagine managing billions of dollars with spreadsheets. That was the reality Simran Kang faced as...

This article explores how LegalTech can bring clarity and continuity to succession planning. It...

In this article, Ken Gamskjaer, CEO & Co-founder of Aleta, offers valuable insights into the hidden...

The Würms family, with deep-rooted expertise in European and Latin American private banking and...

Discover how first-generation a family office founder can leverage modern software to maintain...

Explore the rise of Family Office 3.0, where innovation meets tradition, cybersecurity is...

This article examines the benefits, challenges, and top portfolio management software solutions...

In a recent interview with Simple, Ethan Bonar of CFO Family discussed his software-agnostic,...

Through a series of interviews with co-founder Domingo Viesca and CEO Padman Perumal, Simple...

Family offices, particularly those managing private market investments, have embraced the idea that...

Family offices often rely on outdated, paper-based methods. This insight discusses how...

Registered Investment Advisors (RIAs) play a vital role in serving HNWI and family offices....

As family offices embrace digital transformation, the obvious switch from manual processes to a...

This article explores the dynamics of ESG considerations for family offices, the pitfalls to avoid,...

Tracking Altoo's journey as a Swiss-based fintech, this insight highlights the primary factors...

This article delves into the challenges of family office accounting and performance reporting and...

Simple Expert Kate Bright, the Founder and CEO of Umbra, introduces the four-pillar approach to...

Simple sits down with Crispin Rolt, the COO of Performativ, to discuss how a Multi-Family Office...

WealthTech platform Masttro was established over 14 years ago, but even their family office users...

Explore the top five WealthTech innovations revolutionising wealth management for family offices....

While it can be the ultimate goal, not all ultra-high net worth individuals (UHNWIs) are ready to...

Family office trustees face a new challenge as the younger generations increasingly seek exposure...

Family offices prepare reports on a regular basis so families can make informed decisions about...

This insight delves into conversations with four leading WealthTech providers in the Nordic region...

Not so long ago, family offices could manage their investments on Excel spreadsheets. However, the...

Writing, mailing, and processing paper checks can be time-consuming. Worst of all, checks can get...

From cyber threats to physical asset protection, learn how family offices can mitigate risks...

Over the last five years, Simple's annual family office software review found that the number of...

Family offices struggle with managing assets across different locations and institutions. This...

Portfolio management is a crucial but time-consuming task for family offices. This article...

Many family offices tend to underinvest in cybersecurity. Yet, hackers are becoming increasingly...

In family office management, the role of Customer Relationship Management (CRM) software has...

Many family offices struggle with their data management processes making it hard to make timely...

As family offices become more digitally-minded, the more vulnerable they become to digital attacks....

Artificial intelligence (AI) has the potential to transform family offices by automating tasks,...

Family offices and high-net-worth individuals often face significant challenges when it comes to...

Family offices often face difficulties when accounting for multiple entities. In this insight, we...

As the family office industry continues to grow, more family offices are shifting away from privacy...

As more modern family offices digitise their operations, the more apparent the lack of...

As within any business including family offices, accounting and bill payment are two of the most...

An illustration of the potential decision bottlenecks, managing the onboarding process, discuss the...

As family offices aim to preserve family wealth and ensure its smooth transition to the next...

In this insight we look into the growing importance of consolidated reporting for family offices...

Implementing ESG across various family office operations is an essential part of ensuring...

When compared with multi-client organisations, family offices often face more challenges when...

After 11 years of its existence, bitcoin has gone from a fringe to a mainstream concept. A recent...