While wealth management tools have modernized rapidly, nearly 75% of family offices still rely on outdated accounting software built for entirely different use cases.

This blog will share the key insights about building vertical SaaS companies that we took away from the recent Vertex Conference.

Good software is not special anymore. What people also care about is the relationship side of SaaS, when real people spend 40+ hours a week improving the software that you use every day.

Implementing family-office accounting software requires the right mix of the software, implementation team, clean data, and your own readiness.

Within family office accounting, having visibility of every trust, LLC, and investment you manage can be difficult. At SumIt, we solve this with a unified dashboard that gives clients a complete view of all their entities.

Excel-based cash flow statements are manual, error-prone, and rigid—but SumIt delivers customizable, multi-entity cash flow reporting out of the box.

Accounting software for family offices appears to be stuck in a loop of inefficiency and compromise, as evidenced by the findings of a recent survey conducted by The Family Office Association, where respondents consisted mainly of family principals and presidents, the results unveil a snapshot of the current state of technology within these specialized financial entities.

Family office accountants have struggled to find the right family office software to meet their needs. This blog discusses the pros and cons of family office technology and how new family office platforms are changing the game.