In our definitive Software & Technology Report for 2024, we explore the evolving landscape of family office software and technology. Our research, which examined the needs of over 7800 platform users, including 100+ deep conversations with family offices as well as service providers, provides a comprehensive view of the technology landscape and the growing demand for better integration across platforms, and addresses the unique challenges family offices face with privacy and data security in adopting new technologies. Read now for free: https://hubs.la/Q02TpD6j0
Om os
Simple is the leading independent knowledge, data & access provider to the next generation of family offices. Our work helps wealth owners structure, operate and optimize family offices, and inspires them to direct capital to the challenges that we face as a society. The Simple platform provides a seamless technology layer to support family offices through a combination of structured high-touch services and technology-enabled solutions.
- Websted
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https://andsimple.co
Eksternt link til Simple
- Branche
- Teknologi, information og internet
- Virksomhedsstørrelse
- 11-50 medarbejdere
- Hovedkvarter
- Copenhagen
- Type
- Privat
- Grundlagt
- 2015
- Specialer
- Brand Strategy, Communication, Innovation Strategy, Family Business, Internal Communication, Reputation Management, Investment Strategy, Impact Investment, Wealth Advisory, Family Office, Technology, Investment Software, Business Strategy, Next Generation, Private Wealth, Investment Research, Impact Management Project, Investment Tools og Benchmarking
Beliggenheder
Medarbejdere hos Simple
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Philip Reschke
Actionable value creation across Strategy, Technology, and Finance
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Francois Botha
Founder & CEO @ Simple | Family Office Insights @ Forbes
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Erik Solum
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Suzanne Lauritzen
Partner - EY Private Client Services I International tax I Family Governance I Family Philanthropy
Opdateringer
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Simple genopslog dette
I spent a good part of this week in Belgrade with Simple and had the opportunity to connect with several #familyoffices from Central & Eastern Europe. Today, I'm reflecting on what I learned about the market maturity, needs, challenges and, not the least, the people. Latest on Forbes. https://hubs.la/Q02Tc2lh0
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As family offices expand, so do the complexities of their accounting operations. Temerity Capital Partners, a private investment firm, encountered these challenges, so they sought an accounting solution capable of managing their expanding and diverse portfolio. Learn why they decided on SumIt Software and how the solution streamlined operations and reduced their quarterly closing by 10 - 15 days. Read the full case study here👉 https://hubs.la/Q02SXBB_0 #FamilyOffice #WealthManagement #PrivateManagement #AccountingSoftware
Simplifying family office accounting with SumIt
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Family offices depend on data for private market investments, but relying on Excel can make things more complicated. Here are three common challenges they encounter: 1. Inconsistent reporting 2. Increased manual processes 3. Poor collaboration In this insight with Apliqo, we discuss how specialised modern software can streamline these challenges. Read more here: https://hubs.la/Q02SLygs0 #FamilyOffices #WealthManagement #PrivateWealth #PrivateMarkets
Excel vs. Efficiency: Three challenges family offices face with private market data
andsimple.co
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What sets Masttro apart in the competitive wealth management industry? "In the wealth management space, data is the most valuable thing you can get. Either you get it right. Or it's wrong. Doesn't matter if it's 90% right, it's wrong."– Domingo Viesca, Co-Founder and President of Innovation at Masttro. We sat down with co-founder Domingo Viesca and CEO Padman Perumal to uncover the company's successful strategies for data aggregation for family offices. Read more here: 👉 https://hubs.la/Q02Slnl80 #FamilyOffice #WealthManagement #PrivateWealth #DataAggregation
How Masttro defines data aggregation for family offices
andsimple.co
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As BlackRock’s acquisition of Preqin is poised to catalyse a significant shift in how private markets are understood and navigated, explore our Family Office Private Markets Report for 2024 - where we cover the growing number of technology solutions that can provide investment access and support solutions within the private markets space. Read now: 👉 https://bit.ly/3TUaKBJ
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As family offices proliferate and next-generation wealth owners take the helm, finding the right staff and team to support families across generations will be crucial. Access our comprehensive guide, we explore recruitment for family offices with data from the Simple community and insight from industry experts. Read more: https://hubs.la/Q02R_WJ30 #FamilyOffices #Recruitment #PrivateWealth
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Family offices are evolving, and with that comes new risks. Our Security and Risk Report for 2024 highlights important areas that need to be considered: - Human and technological risks - Cybersecurity - Fraud (from internal and external sources) - Reputation management - Physical security Read more about these essential topics: 👉 https://hubs.la/Q02RTDgt0 #FamilyOffice #WealthManagement #PrivateWealth #RiskManagement
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Our 2024 Private Markets Report explores how family offices are evolving their investment approaches and what technology solutions are driving this change. Based on qualitative and quantitative research with family offices, advisors, and service providers, it sheds light on challenges, opportunities, and standout digital solutions in the industry. Read more here: 👉 https://bit.ly/4do0Y1K #FamilyOffices #WealthManagement #PrivateWealth #PrivateMarkets
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Simple genopslog dette
This morning, I delved into the latest report from Campden Wealth on US family offices, highlighting some interesting stats for US family offices and their approaches to responsible investing. This made me think of the panel discussion I joined at Nordic Fintech Week earlier in the week, where the tech and sustainability topics merged. Latest on Forbes: https://lnkd.in/dTQqPYtC #familyoffice #sustainableinvesting
It’s Not About ESG: Why Investment Outcomes Matter More Than A Label
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