Technology Trends and Innovations


The Googlization 2.0 Trend Shaping Innovation in Asset Management
Data-smart companies are learning how to access, aggregate, and distill competitive knowledge from a vast sea of previously inaccessible information. While there will be asset managers who resist the
Turn Five Tech Risks into Opportunity for Your Firm
Organizations across the wealth management landscape face an array of technology risks that are growing more prominent in a post-COVID environment. While keeping an eye on the future and building
Why Real Estate Private Equity Firms Outsource Back Office Resources
Today, private equity real estate funds need innovative accounting technology to develop real-time insights and make financial decisions quickly. Having access to a team with dedicated Enterprise
Tax Technology for Investment Partnerships
Tax technology has been missing for a long time for many partnerships, most notably investment partnerships. There has been an increasing demand from fund CFOs for much more timely tax reporting, and
What Tax Technology Looks Like in 2021 and Beyond
As businesses and the economy recover from the COVID-19 pandemic and seek to reestablish some normalcy, tax professionals have a rare opportunity to lead change within their organizations. For some,
AI Automation – Investing in a Post-Pandemic World
The pandemic has accelerated innovation – we have seen 10 years of digital transformation practically overnight, adding momentum to the AI wave. As companies become more digital, AI becomes
The Future of Family Office Reporting
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
2021 Technology CFO Outlook Survey
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
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
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 ‘