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How to report on your financial data effectively

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

How Prismatic Simplifies Accounting for Single Family Offices

Traditional accounting softwares and spreadsheets hinder Family Office wealth and finance preservation.

Articles
November 5, 2024

Why it's Time to Modernize your Family Office Systems

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

Articles
October 31, 2024

Why Specialized Accounting Software is Essential for Family Offices

Specialized accounting software is essential for family offices due to the unique demands of managing complex, multi-generational wealth.

Guides
October 29, 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

Critical Accounting Processes for True Financial Consolidation

While FP&A tools excel at forecasting and planning, they stumble when tasked with the meticulous art of true consolidation.

Articles
October 9, 2024

The Ultimate Month-end Checklist for Accounting Teams

This comprehensive checklist guides accounting teams through each step to ensure a smooth and thorough close.

Accounting Templates
October 7, 2024

Family Office Chart of Accounts Template Download

Download a free Family Office Chart of Accounts template.

Accounting Templates
October 2, 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

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