Family Offices and Advisors are increasingly moving towards software solutions to help with wealth planning and financial reporting. However, concerns arise over who will operate the software and how will it integrate with existing systems and business processes that are already established. To address these concerns, family offices should select a SaaS solution that emphasizes SERVICE. This involves an outsourced partner that can help with onboarding and setting up the software to work with existing systems, including spreadsheets, accounting systems and more! In this article we've outlined the integration and service elements necessary to ensure a successful digital transformation. #FamilyOffice #Modernization #UHNW #Service
Eleven Systems, LLC
软件开发
Mill Valley，CA 1,850 位关注者
Software solutions for complex high-net-worth challenges.
关于我们
Eleven Systems are the developers of Eleven Family Office (EFO), an innovative software platform designed to streamline the management of Ultra High Net Worth (UHNW) families' lives. Eleven Systems’ EFO platform offers four core solutions: Eleven Property, Eleven Financial, Eleven Life, and Eleven Family. Each solution is tailored to address specific needs such as property management, financial tracking, family organization, and secure communication. As life’s complexities grow, Eleven Systems’ EFO platform is designed to deliver peace of mind to principals, their families, and their family office teams. To learn more, visit Eleven Systems’ website at www.elevensystems.com
- 网站
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http://elevensystems.com
Eleven Systems, LLC的外部链接
- 所属行业
- 软件开发
- 规模
- 11-50 人
- 总部
- Mill Valley，CA
- 类型
- 私人持股
地点
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主要
获取路线
25 Corte Madera Avenue
Suite 100
US，CA，Mill Valley，94941
Eleven Systems, LLC员工
动态
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Managing family offices with spreadsheets introduces significant risks: * 88% of spreadsheets contain errors * 57% of businesses using them have experienced data breaches!!! With complex portfolios and sensitive information at stake, spreadsheets simply fall short on scalability, security, and accuracy. In our latest blog, we explore these risks and why switching to specialized software is crucial for improving efficiency and safeguarding wealth. #FamilyOffice #WealthManagement #UHNW
The Risks of Managing a Family Office with Spreadsheets and Why It’s Time to Switch | Eleven Systems
elevensystems.com