Newest Insights about WealthTech
This article explores why having documents in place isn't enough for succession planning and how digital governance platforms can provide the support needed for successful wealth transitions.
All Insights about WealthTech
From data to dialogue with Masttro Intelligence
WealthTechExploring how Masttro Intelligence helps family offices move beyond aggregation, turning complex...
Why technical clarity matters in succession planning
WealthTechThis article explores why having documents in place isn't enough for succession planning and how...
Software that solves real problems for family offices
WealthTechIn tech, shipping out new features fast is standard practice. So, what happens when a platform...
What does a ‘one-click family office’ mean?
WealthTechRecently, a new client request has emerged: a "one-click family office" solution. In this article,...
Is your family office software ready for AI?
WealthTechTomas Petky, CEO of PetakSys, shares insights into why optimising processes before adopting new...
Purpose-built AI to simplify due diligence for family offices
WealthTechIn this article, we explore how Copia Wealth’s purpose-built AI platform, Deal Space, brings...
Family office multi-asset management and reporting
WealthTechThis article, in partnership with FundCount, explains how a unified platform can consolidate...
The era of professionalised wealth management in India
WealthTechSimple spoke with Mihir Parekh, Managing Director of WealthSpectrum (Applied Software Pvt Ltd), to...
Vyzer’s creation story
WealthTechSimple sat down with Litan Yahav, co-founder and CEO, to find out how the platform addresses the...
A unified general ledger for family office accounting
WealthTechThis article encourages family offices to explore platforms that offer a unified accounting...
Beyond the hype: A candid conversation on AI in wealth tech
WealthTechSimple's Strategic Partnership Lead, Jimmy Otterdijks, shares his candid take on AI for family...
Shaping family office wealthtech in Singapore and beyond
WealthTechIn this article, Simple speaks with Canopy's CEO, Mu Chen, to gain first-hand insight into Asia's...
Sovereign wealth fund strategies for family offices
WealthTechThis article examines why adopting sovereign wealth fund (SWF) strategies is vital for family...
Family office software: Forging successful partnerships
WealthTechTo gain valuable insights about successful partnerships between software providers and family...
73% of family offices demand integrated investment software
WealthTechThis article explores how emerging full-stack digital family office and accounting solutions, such...
AI and family offices: A new era of venture capital
WealthTechFamily offices are increasingly drawn to venture capital as a way to diversify their portfolios and...
The hidden costs of not adopting modern tech
WealthTechIn this article, Ken Gamskjaer, CEO & Co-founder of Aleta, offers valuable insights into the hidden...
Solving pain points of family office payments
WealthTechIn this insight, we explore BOBO’s approach to solving payment pain points and how it's shaping...
From founder to family office
WealthTechDiscover how first-generation a family office founder can leverage modern software to maintain...
LegalTech for family offices
WealthTechExplore the rise of Family Office 3.0, where innovation meets tradition, cybersecurity is...
How Masttro defines data aggregation for family offices
WealthTechThrough a series of interviews with co-founder Domingo Viesca and CEO Padman Perumal, Simple...
Excel vs. Efficiency: Three challenges family offices face with private market data
WealthTechFamily offices, particularly those managing private market investments, have embraced the idea that...
Simplifying ESG reporting for family offices
WealthTechThis article explores the dynamics of ESG considerations for family offices, the pitfalls to avoid,...
Wealth Management Solutions: Elevating Multi-Family Office Expectations
WealthTechSimple sits down with Crispin Rolt, the COO of Performativ, to discuss how a Multi-Family Office...
5 Emerging WealthTech innovations for family offices
WealthTechExplore the top five WealthTech innovations revolutionising wealth management for family offices....
How Nordic family office WealthTech differs from the rest
WealthTechThis insight delves into conversations with four leading WealthTech providers in the Nordic region...
Holistic wealth management software for family offices
WealthTechNot so long ago, family offices could manage their investments on Excel spreadsheets. However, the...
What family offices should know about alternative data aggregation
WealthTechFamily offices struggle with managing assets across different locations and institutions. This...
What family offices should know about portfolio management systems
WealthTechPortfolio management is a crucial but time-consuming task for family offices. This article...