Resources

The decision to replace an existing family office accounting system or implement technology for the first time requires substantial thought. Many factors must be considered from downtime and budget to the availability of internal resources and divergent opinions of family members. Learn how to avoid potential minefields and ensure the success of... read more

For new corporate retirement plan business, retirement plan providers and consultants have a lengthy process of gathering up sold case paperwork and plan transition data. Current workflow requires sold case paperwork to be completed and signed by multiple parties (ex: administrators and trustees) who are often in different locations. The process... read more

IFRS 9 is one of the most challenging standards in terms of human expertise, data requirements, and infrastructure needs. It is part of the “Big 3” – the three new difficult standards that need to be executed: 1. IFRS 9 Financial Instruments 2. IFRS 15 Revenues from Contracts with Customers 3. IFRS 16 Leases. Download today to find out why... read more

Cash management – the struggle is real. Our survey reveals that many finance professionals are still struggling with cash forecasting. Why is that? Download the report for all the mind-blowing findings! read more

Cassette recorders, big hair, leg warmers, the Rubik’s cube, walkman and mobile phones the size of small suitcases are all legacies from the 1980's. Technology and hair styles have moved on…..so should cash forecasting applications. read more

Challenge: Replace a critical software platform with secure message center functionality integrated via API into a high-volume client services portal - ensuring seamless advisor support, complete access to past messages, no disruption to familiar communications – all while advancing data security compliance. Result: Delivered secure... read more

FundCount's comprehensive accounting and reporting software seamlessly integrates all investment and partnership accounting through a single general ledger. It enables PKF O'Connor Davies' multi-family office and fund administration businesses to support funds, endowments, private foundations, family offices and other clients regardless of... read more

Business Systems International (BSI) is an award-winning global supplier of mission critical, low latency and AI systems. We design, assist and deploy the industry’s cutting-edge High-Performance Compute (HPC) and infrastructure solutions within Financial Trading and other FSI verticals. Our engineers are experts in system design, performance... read more

iProov provides seamless and secure biometric authentication that are effortless, accessible and very easy to use. iProov’s patented Flashmark technology provides a “one-time biometric” – a user’s face or palm is illuminated with a unique sequence of colours to accurately & quickly establish that the user is the Right Person, Real Person... read more

An Investment Advisor firm has required paperwork that needs to be completed when they bring on a new customer. New client onboarding has been considered one of the most stressful things that Investment Advisors and their firms go through. Every company in the industry has invested a lot of time, thought, money and energy into streamlining the... read more