Resource center

Multi-currency

Find the latest resources on opreating in a multi-currency environment.

How Intelligent Automation Enables Family Offices to Prepare for the Future

Intelligent automation, driven by AI and machine learning, is revolutionizing how family offices manage wealth, integrate data, seize opportunities, and safeguard their legacy for future generations.

Articles

November 21, 2024

Who Needs a Family Office?

How much money do I need to start a Family Office?

Guides

November 6, 2024

Why it's Time to Modernize your Family Office Systems

Less VLOOKUPs, more clarity, more control, greater wealth preservation.

Articles

October 31, 2024

Prismatic is featured in Forbes Family Office Software Roundup

The annual family office software roundup gave valuable insights to Family Offices.

Articles

October 25, 2024

Top 10 Technology Essentials to Digitize your Family Office

Learn how to digitize wealth management, leverage AI, secure generational legacies, and embrace advanced tools for real-time data consolidation.

Guides

October 23, 2024

How to setup a Family Office

Setting up a family office is a significant decision that depends on your family's financial situation, complexity of needs, and long-term goals. Here are some key considerations to help with the set up of a family office:

Guides

October 15, 2024

How Real Estate Firms Should Code their Chart of Accounts

A comprehensive guide on how real estate firms should structure and code their chart of accounts for effective financial tracking and reporting.

Guides

October 1, 2024

How to buy an ERP system

Outgrowing single entity systems like QuickBooks and Xero is inevitable for a lot of multi-entity businesses and family offices, but shifting to a large financial ERP system may not be the route for you.

Articles

September 19, 2024