News, Comment & Analysis results for Private Wealth Systems

Technology
October 15, 2024

Family Offices’ Digital Progress, Challenges Under Summit Microscope

Following is an overview of the sessions, speakers and topics discussed at last week's family

Technology
October 1, 2024

Preview: The FWR Family Office Fintech Summit 2024

In October, the publisher of this news service will be hosting the ninth annual fintech summit for

Technology
January 20, 2022

Preview: Exploring Best Practice, Staying Ahead With Annual Family Office Fintech Summit

Family Wealth Report's Fintech Summit, taking place on March 24, is coming over the horizon. A

Technology
April 8, 2021

A New Paradigm Of Personalization – Illusion Or Reality?

Many software vendors purport to offer personalized investment reporting but dig deeper and these

Technology
March 22, 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from

Technology
April 8, 2020

Why Family Offices Must Avoid Customization Trap

There is no doubt that family offices often face huge challenges in gaining understanding and

Technology
March 2, 2020

Preview: Family Office Fintech Summit, March 17

One of the major points in this new organization's conference calendar, and a marquee event for the

Awards
November 26, 2019

EXCLUSIVE: Shortlist For Family Wealth Report Awards 2020

Here's the shortlist of potential winners of the FWR awards, due to be announced next year.

Technology
August 20, 2019

PCR Integrates Data Aggregation Services With Private Wealth Systems

The move will accelerate a push into markets for the Americas and EMEA, the organizations said.

Technology
April 11, 2019

Choosing Right Tech, Data Privacy And Future Strategy - New York Fintech Summit

Here is a report from the Fourth New York Family Office Fintech Summit held a few weeks ago and

Comment & Analysis results for Private Wealth Systems