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In this article, with Ethan Bonar of CFO Family, we examine the future use of AI in family office software through a simple lens: what do we know, what we don't know, and what we should be aiming for.
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From data to dialogue with Masttro Intelligence
TechnologyExploring how Masttro Intelligence helps family offices move beyond aggregation, turning complex...
The future-ready family office: Governance and AI
TechnologyFrom Francois' interview on Wealth Insider, this article explores how family offices are balancing...
Bridging the AI gap for family offices
TechnologyIn this article, with Ethan Bonar of CFO Family, we examine the future use of AI in family office...
Software that solves real problems for family offices
TechnologyIn tech, shipping out new features fast is standard practice. So, what happens when a platform...
Is your family office software ready for AI?
TechnologyTomas Petky, CEO of PetakSys, shares insights into why optimising processes before adopting new...
Optimising AI for family offices with an integrated platform
TechnologyIn this article, Chirag Nanavati, the managing director at Asset Vantage, discusses why having a...
Building the tech stack your advisory firm actually needs
TechnologyIn this article, Christoffer Long, Alwy's CEO, breaks down why "more tech" doesn't necessarily...
Seamless finance: Automating integration for family offices
TechnologyWhile AI often dominates discussions, a less glamorous, but equally critical, challenge looms for...
AI agents: The next frontier in family office digitization
TechnologyThis article discusses why AI agents represent the next step in the evolution of family office...
The AI adoption paradox in family offices
TechnologyThis article explores why family offices are hesitant to adopt AI and identifies the factors that...
Wealth Management Software for Family Offices
TechnologySince launching the family office software and technology report in 2020, Simple has tracked a...
Automated back-office solutions for family offices
TechnologyIn a recent interview with Simple, Ethan Bonar of CFO Family discussed his software-agnostic,...
A data-driven liquidity solution for family offices
TechnologyThis insight with Ray Denis from Sandbox Wealth explores how HNWIs can use their data to access...
EtonAI™ and the future of AI in family offices
TechnologyThe introduction of generative AI solutions like EtonAI™ offers many possibilities, pushing the...
The future of alternative investments for family offices
TechnologyIn this insight, Simple chats with Cory Shea and Alex Goodman, the founders of Clockwork, about the...