The 2020 Family Office Software Roundup

We have been featured in a roundup on Forbes of Software Providers to Family Offices

Eva Lundell
June 18, 2021
Articles

The 2020 Family Office Software Roundup

We have been featured in a roundup on Forbes of Software Providers to Family Offices; https://lnkd.in/ekVtsqR To read the full review of Family Office Software providers; https://lnkd.in/exDyUUS https://lnkd.in/ep645v6 

From Forbes:

Selecting the right software is one of the most critical and daunting tasks businesses face. As the digital revolution unfolds, an increasing number of processes are digitized, consolidated and automated using software solutions. Today most industries have easily identifiable software frontrunners, yet the private wealth- and family office segment still suffers from fragmentation, a lack of clarity and transparency.

For many family offices, the process can be time and resource-intensive — with limitations discovered after purchase, having serious consequences for productivity and costs. According to Bijan Farsijani, who heads research & insights at Simple, “Choosing software solutions for family offices is a pain – not least because providers and family offices speak different languages. Where providers talk about features, family offices talk about use cases. Culture, geography and regulation further complicate things.”

In order to identify these needs and explore how different software providers tackle this product-market fit, the Simple team conducted the family office software review. One outcome of the research is standardised categories that help family offices to get a better understanding of what providers offer and what their limitations are.

About Swimbird

"With their head office in Sweden, Swimbird's Platform, SWIP, is a brand new, modern portfolio management solution that offers real-time aggregation and visualization of portfolio data irrespective of format, data source, geography and instrument type. Built on best-of-breed technology, it can be tailored for individual businesses and is continuously evolving to keep up with future demands."

30 years of experience from the banking/financial industry, where of 20 years in various leadership roles.