Technology Trends and Innovations

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Technology Overload: A Guide to Making Smarter Decisions
Baker Tilly
Choosing the right technology among so many choices is hard. Deciding which technology to adopt and how to best use it are challenges for leaders, especially in a time of rapid change. The focus has
The Path to the Family Office of the Future
Eton Solutions
Professionals working in family offices are experiencing significant and increasing complexity, recognizing the need to evolve and remain up-to-date with their technology tools, software, and
2021 Middle Market Digital Transformation Survey
BDO
On the path back to growth, organizations are placing the customer experience (CX) at the top of their lists of digital priorities, beating out operational efficiencies by the slimmest of margins.
The Next Normal: Preparing for a Post-Pandemic Fraud Landscape
Grant Thornton
Is your organization ready to ride the next wave of fraud in the post-pandemic environment? To assess how organizations are preparing for the “next” normal, the Association of Certified
Financial Services Accounting Software Buyer's Checklist
Sage Intacct
Financial firms can have multiple holding and operating entities that can create complex inter-company workflows. This buyer’s checklist is provided to help you evaluate accounting software
Buyer's Guide to Accounting and Financial Management Software
Sage Intacct
In today’s complicated business climate, is your accounting software helping you grow and compete—or holding you back? This guide will help you understand whether it’s time to make
2021 Cybersecurity Update
This annual cybersecurity update covers the leading threats you need to be aware of to keep your clients and your firm protected. 2021 cybersecurity trends and best practices will be shared.
Family Office Best Practices for Selecting Enterprise Software: A Comprehensive Approach to a Critical Business Decision
Plante Moran
There’s no doubt that leveraging new technologies and cloud-based solutions offers family offices opportunities to innovate, lower spending, and align their overall technology strategy to
How to Stay Safe on Social Media
BMO Family Office
The more we use social media to share updates, pictures and videos with friends and family, the easier it can be for cybercriminals to steal our information. See how you can use social media safely
Browsing Safely Online
BMO Family Office
Going on the internet can put your devices and personal details at risk from unexpected online threats like malware and ransomware. Learn about the threats and see some internet safety tips to help