Technology Trends and Innovations

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The Future of Family Office Reporting
BPM
While there are many items family offices should look for in technology solutions, one vital component is reporting capabilities. For family offices considering a move to Sage Intacct, there are five
The Global Risks Report 2021
Marsh & McLennan Companies
COVID-19 is exacerbating ongoing geopolitical and societal challenges, and the existential crisis of climate change looms large. In this 16th edition of the Global Risks Report, it highlights the
2021 Technology CFO Outlook Survey
BDO
The tech industry was undergoing a period of introspection even before the COVID-19 pandemic began. While the crisis spotlighted the importance of the tech industry and existing technology, the
Human Cyber Risk—The First Line of Defense
AIG Private Client Group
By understanding the vulnerabilities of human error, more can be done to address them and build greater cyber resilience. It begins with replacing the term ‘human error’ with ‘
2021 Outlook: What's Next for Healthcare Information Technology?
Waller Lansden Dortch & Davis
Regardless of the sector, nearly every healthcare organization has made significant investments in technology, as data and computing became essential in the healthcare setting during the COVID-19
A Buyers Journey From Selection to Implementation of a New Reporting and Analytics Platform
During this webinar, you’re invited to join Susan McDermott, Head of Family Office Solutions, Peter O'Brien, Vice President of Sales, and Eric Weikert, Senior Director, of Addepar for
Using Electronic Trading to Deliver Value for Fixed Income Investors
Parametric
Technological innovations in bond trading rarely grab headlines, but advancements have substantially changed how business is conducted in the fixed income markets. When used as part of a
Global Digital Trust Insights Survey 2021
PwC Private Company Services
Just decades after coming out from under IT’s wing, the cybersecurity profession has matured. Armed with the insight and foresight that only experience and wisdom can provide, cyber stands at a
Family Office Document Retention: FAQs About How to Manage Risk
RSM US
In a rapidly evolving virtual world, many family offices are revising or creating document retention practices to make sure they have secure access to critical personnel and family financial records
Considerations for Everyday Situations: Checklist of Cybersecurity Best Practices
Tony Gebely
No one is immune from cybersecurity threats. And responsibility for protecting your data doesn’t rest with one person or provider. So it’s essential every organization follows at least some basic